BAND FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BAND FOUNDATION (EIN 47-3289963)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-02
- IRS object ID
- 202101539349101100
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-02T10:46:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473289963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAND Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BAND | 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 | NICHOLAS P LAPHAM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NICHOLAS P | PersonFirstNm |
| Person Last | LAPHAM | 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 | 2020 | 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 | $143,420,107 | 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 | $19,975,471 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,317 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,317 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,568,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,568,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,071,048 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,229,466 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,945,678 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,635,070 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,534,229 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $169,305 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $104,622 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,683 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $163,424 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,324 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $77,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $281 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $410,512 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,185 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,307,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,307,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,718,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,450,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,916,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,428,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,043,793 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,287,260 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,287,260 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $102,336,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,952,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $135,762,446 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,368,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,575,759 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,370,401 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $109,748,919 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,815,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,420,107 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $109,748,919 | RetainedEarningBOYAmt |
| Retained Earning EOY | $128,815,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,748,919 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,815,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,748,919 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,815,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,748,919 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,916,603 | ExcessRevenueOverExpensesAmt |
| Other Increases | $150,000 | OtherIncreasesAmt |
| Subtotal | $128,815,522 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $128,815,522 | 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 | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $95,228,142 | $81,282,699 | $13,945,443 | $13,945,443 | |||
| ALPHA CORE STRATEGIES FEEDER FUND QP | $1,324 | $1,089 | $235 | $235 | P | 2016-02-01 | 2020-09-22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,945,678 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $228,349 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $228,349 | SubtotalAmt |
| Tax Based On Investment Income | $228,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $162,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $162,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $66,258 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Burks B Lapham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair, Dir | 1.0 | $0 | $0 | $0 |
| Gardiner O Lapham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 5.0 | $0 | $0 | $0 |
| Nicholas P Lapham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir, Pres | 30.0 | $0 | $0 | $0 |
| Clark Mitchell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 10.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | Investment Mgmt | $100,178 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $75,000 |
| Geneva Global | |||||
| 1536 E Lancaster Avenue | Paoli | PA | 19301 | Philanthropic | $63,092 |
| 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 | $111,184,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,510,951 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,403,879 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,099,028 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $122,099,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,831,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,267,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,013,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,013,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228,349 | TotalTaxAmt |
| Distributable Before Adj | $5,785,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $150,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,935,028 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,935,028 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,450,140 | 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 | $5,450,140 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,450,140 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,935,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,349,202 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $5,450,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,349,202 | AppliedToYear1Amt |
| Applied To Current Year | $100,938 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $5,834,090 | 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 | Burks B Lapham | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RIVERS INC | ||||||||||
| 1101 14TH ST NW STE 1400 | WASHINGTON | DC | 20005 | N/A | PC | Freshwater Mussel Decline program | $140,000 | |||
| AMERICAN RIVERS INC | ||||||||||
| 1101 14TH ST NW STE 1400 | WASHINGTON | DC | 20005 | N/A | PC | Freshwater Mussel Decline program | $25,000 | |||
| AMERICANS FOR OXFORD INC | ||||||||||
| 500 5TH AVE 32ND FL | NEW YORK | NY | 10110 | N/A | PC | WildCRU's Ruaha Carnivore Project | $60,000 | |||
| AMREF HEALTH AFRICA INC | ||||||||||
| 75 BROAD ST STE 703 | NEW YORK | NY | 10004 | N/A | PC | Addressing Onchocerciasis Associated Epilepsy in South Sudan | $105,000 | |||
| AUSTIN PEAY STATE UNIVERSITY FOUNDATION | ||||||||||
| BOX 4635 | CLARKSVILLE | TN | 37044 | N/A | PC | Southeastern Grasslands Initiative | $334,000 | |||
| BAT CONSERVATION INTERNATIONAL INC | ||||||||||
| PO BOX 140434 | AUSTIN | TX | 78714 | N/A | PC | Agave Restoration Initiative | $250,000 | |||
| BUFFALO BILL MEMORIAL ASSOCIATION | ||||||||||
| 720 SHERIDAN AVE | CODY | WY | 82414 | N/A | PC | Catalyzing Large Landscape Conservation on the Absaroka Front | $75,000 | |||
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||||
| 55 MUSIC CONCOURSE DR GOLDEN GATE P | SAN FRANCISCO | CA | 94118 | N/A | PC | bioGraphic program | $85,000 | |||
| CHILD NEUROLOGY EDUCATION AND RESEARCH FOUNDATION | ||||||||||
| 201 CHICAGO AVE 200 | MINNEAPOLIS | MN | 55415 | N/A | PC | SUDEP Awareness and Behavior Change program | $42,500 | |||
| CHILDRENS HOSPITAL FOUNDATION | ||||||||||
| 801 ROEDER RD STE 400 | SILVER SPRINGS | MD | 20910 | N/A | PC | Identifying Data-driven Risk Factors of SUDEP Through Patient-reported Outcomes program | $31,500 | |||
| DUKE UNIVERSITY | ||||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | SUDEP Conversation Guide | $52,000 | |||
| FRIENDS OF ACADIA | ||||||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | Wild Acadia 2.0 program | $210,000 | |||
| GUANACASTE DRY FOREST CONSERVATION FUND | ||||||||||
| DEPARTMENT OF BIOLOGY UNIVERSITY OF | PHILADELPHIA | PA | 19104 | N/A | PC | Brizuela Land Fund | $285,000 | |||
| GUARDIAN ORG FOUNDATION | ||||||||||
| 900 17TH ST NW STE 250 | WASHINGTON | DC | 20006 | N/A | PC | Age of Extinction program | $300,000 | |||
| INTERNATIONAL BUREAU FOR EPILEPSY | ||||||||||
| N/A | PC | Epilepsy Advocacy Toolkit Distribution program | $35,000 | BLACKROCK DUBLIN | DUBLIN | EI | ||||
| INTERNATIONAL BUREAU FOR EPILEPSY | ||||||||||
| N/A | PC | Making Epilepsy a Health Priority in Africa (Phase II) project | $118,580 | BLACKROCK DUBLIN | DUBLIN | EI | ||||
| INTERNATIONAL CONSERVATION CAUCUS FOUNDATION | ||||||||||
| 1200 POTOMAC ST NW | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $100,000 | |||
| MALIASILI INITIATIVES INC | ||||||||||
| 4 CARMICHAEL ST UNIT 111 193 | ESSEX JUNCTION | VT | 05452 | N/A | PC | Kenya Wildlife Conservancies Association | $50,000 | |||
| MALIASILI INITIATIVES INC | ||||||||||
| 4 CARMICHAEL ST UNIT 111 193 | ESSEX JUNCTION | VT | 05452 | N/A | PC | Maasai Savanna Landscape Fund | $335,000 | |||
| MALIASILI INITIATIVES INC | ||||||||||
| 4 CARMICHAEL ST UNIT 111 193 | ESSEX JUNCTION | VT | 05452 | N/A | PC | Mara Conservancies Emergency Operations Fund | $500,000 | |||
| MALIASILI INITIATIVES INC | ||||||||||
| 4 CARMICHAEL ST UNIT 111 193 | ESSEX JUNCTION | VT | 05452 | N/A | PC | Transforming Africa's Conservation Marketplace | $100,000 | |||
| MANOMET INC | ||||||||||
| 81 STAGEPOINT RD | MANOMET | MA | 02345 | N/A | PC | Shorebird Conservation at Priority Sites | $250,000 | |||
| MONGABAY ORG CORPORATION | ||||||||||
| PO BOX 0291 | MENLO PARK | CA | 94026 | N/A | PC | Africa and Biodiversity Solutions programs | $125,000 | |||
| NATIONAL PHILANTHROPIC TRUST | ||||||||||
| 299 PARK AVE 11TH FL | NEW YORK | NY | 10171 | N/A | PC | Environmental Investigation Agency UK/Disrupting illegal trade in ivory | $150,000 | |||
| SHENANDOAH NATIONAL PARK TRUST | ||||||||||
| 1750 ALLIED ST STE C | CHARLOTTESVLE | VA | 22903 | N/A | PC | Blue Ridge PRISM program | $20,000 | |||
| SHENANDOAH NATIONAL PARK TRUST | ||||||||||
| 1750 ALLIED ST STE C | CHARLOTTESVLE | VA | 22903 | N/A | PC | Invasive species management in SNP | $25,000 | |||
| SMITHSONIAN INSTITUTION | ||||||||||
| PO BOX 37012 MRC035 | WASHINGTON | DC | 20013 | N/A | PC | Earth Optimism Summit program | $50,000 | |||
| SMITHSONIAN INSTITUTION | ||||||||||
| PO BOX 37012 MRC 705 | WASHINGTON | DC | 20013 | N/A | PC | SCBI/Virginia Working Landscape fund | $50,000 | |||
| SUSTAINABLE FISHERIES PARTNERSHIP FOUNDATION | ||||||||||
| 4348 WAIALAE AVE 692 | HONOLULU | HI | 96816 | N/A | PC | Reducing ETP Bycatch | $150,000 | |||
| UNIVERSITY OF KENTUCKY | ||||||||||
| 210 MALABU DR STE 200 | LEXINGTON | KY | 40502 | N/A | GOV | Martial Eagle Project | $39,375 | |||
| VOX MEDIA LLC | ||||||||||
| 1201 CONNECTICUT AVE NW 11TH FL | WASHINGTON | DC | 20036 | N/A | NC | Expenditure Responsibility Grant | $265,000 | |||
| WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | ||||||||||
| 525 E 68TH ST | NEW YORK | NY | 10065 | N/A | PC | Pediatric Epilepsy Mortality Initiative (PEMI) | $85,000 | |||
| WESTERN LANDOWNERS ALLIANCE | ||||||||||
| 100 LA SALLE CIR STE B | SANTA FE | NM | 87505 | N/A | PC | Interdisciplinary Workshop on Ungulate Migration in the GYE | $15,000 | |||
| WILDLIFE CONSERVATION NETWORK INC | ||||||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | N/A | PC | Lion Recovery Fund | $250,000 | |||
| WILDLIFE CONSERVATION NETWORK INC | ||||||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | N/A | PC | Rwanda Wildlife Conservation Association | $75,000 | |||
| WILDLIFE GUARDIANS | ||||||||||
| PO BOX 9641 | WASHINGTON | DC | 20016 | N/A | PC | Lion Guardians fund | $25,000 | |||
| WORLD WILDLIFE FUND INC | ||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | to improve governance and benefit sharing for Namibia's Conservancies program | $150,000 | |||
| WORLD WILDLIFE FUND INC | ||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | Emergency Grant for Namibia's Community Conservancies Program | $350,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,307,955 | 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 | $20,317 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,568,234 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,071,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,659,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,659,599 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Burks Lapham Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 803878 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,975,471 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | APPRECIATED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $16,521,781 | FairMarketValueAmt |
| Received | 2020-09-14 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOX MEDIA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVE NW 11TH FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-12-11 | GrantDt |
| Grant | $265,000 | GrantAmt |
| Purpose Of Grant | To help support the Down to Earth: The Biodiversity Crisis, Explained Project | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | expected in 2021 | DatesOfReportsByGranteeTxt |
| Results Of Verification | None Necessary | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (132 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADDUS HOMECARE CORP | $30,970 | $37,937 |
| ADIDAS AG | $59,082 | $64,595 |
| ADYEN N.V. | $51,446 | $63,800 |
| AIA GROUP LTD ADR | $81,252 | $97,720 |
| AIRBUS GROUP | $22,842 | $32,128 |
| ALCON INC | $35,635 | $36,883 |
| ALPHABET INC CL C | $390,846 | $437,970 |
| AMADEUS IT HLDS SA | $52,466 | $67,776 |
| AMERICA'S CAR-MART, INC | $41,257 | $51,735 |
| AMERICAN TOWER REIT INC | $253,310 | $224,460 |
| AMERICAN WOODMARK CORP | $18,279 | $20,835 |
| APPLE INC | $165,806 | $182,449 |
| ASML HOLDING NV NY REG SHS | $61,285 | $78,035 |
| ATLAS COPCO AB A SHS ADR | $36,091 | $35,603 |
| ATLASSIAN CORP PLC | $30,308 | $34,613 |
| AUTODESK, INC | $185,974 | $244,272 |
| BAZAARVOICE INC | $21,163 | $26,052 |
| BEACON ROOFING SUPPLY, INC | $29,539 | $38,703 |
| BERKSHIRE HATHAWAY INC DEL CL | $329,761 | $347,815 |
| BLACKROCK FLOATING RATE INCOME | $2,001,671 | $2,005,738 |
| BLACKROCK HIGH YIELD BOND PORT | $8,039,241 | $8,638,382 |
| BURBERRY GROUP PLC | $33,113 | $41,850 |
| CASS INFORMATION SYSTEMS, INC | $13,506 | $13,813 |
| CELLNEX TELECOM ADR | $22,104 | $22,668 |
| CHASE CORP | $9,934 | $10,202 |
| CHEMICAL AND MINING CO OF CHIL | $15,466 | $19,931 |
| CMC MATERIALS INC | $37,528 | $39,187 |
| COSTCO WHOLESALE CORPORATION | $136,047 | $150,712 |
| CRANE CO | $24,152 | $35,335 |
| DANAHER CORP | $132,445 | $138,838 |
| DORMAN PRODUCTS INC | $21,587 | $21,358 |
| DOUBLELINE CORE FIXED INCOME I | $24,346,260 | $25,446,241 |
| ECOLAB INC | $209,775 | $227,178 |
| EDP-ELECTRICIDADE DE PORTUGAL | $59,041 | $73,517 |
| ELASTIC NV | $40,022 | $52,461 |
| EMCOR GROUP INC | $21,621 | $28,170 |
| EMERGENT BIOSOLUTIONS INC | $10,854 | $9,587 |
| ENERSYS | $25,157 | $30,400 |
| ENSTAR GROUP INC | $29,490 | $38,314 |
| EPLUS, INC | $39,777 | $47,229 |
| EQUINIX, INC | $133,822 | $124,982 |
| ERSTE BK DER OEST SP | $11,855 | $17,010 |
| FANUC LIMITED UNSPONSORED | $52,054 | $62,589 |
| FLEXSHARES QUALITY DIVIDEND IN | $4,483,953 | $5,305,357 |
| FLEXSHARES READY ACCESS VARIAB | $7,712,299 | $7,726,531 |
| FLEXSHARES STOXX GLOBAL BROAD | $4,088,622 | $5,305,144 |
| FLIR SYSTEMS INC | $25,429 | $31,163 |
| FOCUS FINANCIAL PARTNERS INC. | $44,486 | $61,248 |
| GENERAC HOLDING INC | $105,794 | $113,705 |
| GIVAUDAN SA UNSP/ADR | $49,602 | $49,049 |
| GLOBAL SUSTAINABILITY EQTY IND | $5,430,468 | $6,310,750 |
| HANNON ARMSTRONG SUST INFRAST | $92,231 | $142,718 |
| HEALTHCARE SVCS GROUP INC | $22,370 | $28,493 |
| HEMISPHERE MEDIA GROUP INC | $13,074 | $15,488 |
| HOYA CORP SPONS ADR | $43,681 | $51,769 |
| ICON PLC - AMERICAN DEPOSITARY | $54,203 | $53,035 |
| INDUSTRIA DE DISENO | $35,551 | $39,410 |
| INTER PARFUMS INC | $16,238 | $24,801 |
| INVESCO OPPENHEIMER DEVELOPING | $2,476,514 | $3,015,529 |
| ISHARES INC ISHARES MSCI EM ES | $3,832,518 | $4,274,530 |
| ISHARES MSCI USA ESG OPTIMIZED | $5,743,293 | $6,965,074 |
| ISHARES RUSSELL 2000 | $2,521,094 | $3,383,015 |
| ISHARES TRUST ISHARES MSCI EAF | $5,338,383 | $5,922,083 |
| JONES LANG LASALLE | $36,989 | $53,413 |
| JP MORGAN CHASE | $512,075 | $635,350 |
| JUST EAT TAKEAWAY COM NV | $49,317 | $45,868 |
| KAO CORP | $45,310 | $47,463 |
| KAR AUCTION SERVICES INC | $24,897 | $30,260 |
| KBC GROUP SA UNSP ADR | $22,267 | $29,377 |
| L'OREAL ADR | $217,525 | $247,564 |
| LANDSTAR SYSTEM | $27,029 | $28,279 |
| LEGRAND INC | $45,906 | $50,023 |
| LINDE PLC COM | $65,634 | $73,783 |
| LONDON STK EXCHANGE GROUP | $74,377 | $81,245 |
| MANHATTAN ASSOCIATES INC | $38,082 | $41,862 |
| MFB NORTHERN FDS MULTI MNGR GL | $3,190,754 | $3,478,004 |
| MFS INSTITUTIONAL INVESTORS TR | $4,723,064 | $6,558,032 |
| MICROSOFT CORP | $281,635 | $294,707 |
| MONOTARO CO., LTD | $28,279 | $26,588 |
| MOODYS CORP | $122,269 | $123,352 |
| MSCI INC | $126,666 | $156,286 |
| NESTLE S.A | $452,849 | $444,695 |
| NEW YORK TIMES CO CL A | $131,751 | $161,781 |
| NEXTERA ENERGY, INC | $344,767 | $374,178 |
| NIDEC CORPORATION ADR | $31,902 | $40,259 |
| NIKE INC-CL B | $177,846 | $198,058 |
| NINTENDO CO LTD ADR UNSPON | $73,351 | $87,525 |
| NORTHERN GLOBAL RE INDES FD | $1,818,775 | $2,379,456 |
| NORTHERN MULTI MANAGER GLOBAL | $1,002,985 | $994,305 |
| NOVARTIS AG ADR | $54,326 | $60,718 |
| NOVO NORDISK A S | $58,364 | $57,626 |
| NOVOZYMES A/S UNSP/ADR | $136,069 | $128,408 |
| NUVEEN PREFERRED SECURITIES FU | $6,336,185 | $6,868,672 |
| OCADO GROUP PLC | $23,684 | $23,930 |
| RENTOKIL INITIAL PLC SPON ADR | $52,228 | $52,225 |
| ROCHE HOLDING LTD ADR | $57,700 | $60,894 |
| S&P GLOBAL INC COM | $134,127 | $123,274 |
| SALESFORCE.COM | $245,235 | $222,530 |
| SCHNEIDER ELEC UNSP/ADR | $145,081 | $170,081 |
| SHISEIDO CO LTD | $43,638 | $45,461 |
| SHOPIFY INC | $53,695 | $59,993 |
| SOLAREDGE TECHNOLOGIES INC | $30,143 | $34,784 |
| SP PLUS CORPORATION | $15,513 | $23,958 |
| SPDR S&P MIDCAP 400 EFT TRUST | $4,183,696 | $5,306,949 |
| SPOTIFY TECHNOLOGY SA | $45,525 | $52,863 |
| STARBUCKS CORP COM | $194,909 | $224,658 |
| STONECO LTD | $36,742 | $52,114 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $54,308 | $66,514 |
| TEAMVIEWER AG | $52,346 | $59,274 |
| TELEPERFORMANCE SA | $46,192 | $49,386 |
| TEMENOS GROUP AG | $28,480 | $33,989 |
| TENCENT HOLDINGS LIMITED | $42,544 | $41,552 |
| TESLA MOTORS INC | $49,704 | $88,209 |
| THERMO FISHER SCIENTIFIC INC | $134,481 | $139,734 |
| THOMSON REUTERS CORPORATION | $42,732 | $42,255 |
| TIAA-CREF CORE IMPACT BOND FUN | $15,109,884 | $15,154,428 |
| TOKYO ELECTRON LTD | $47,787 | $63,360 |
| TRANE TECHNOLOGIES PLC | $197,683 | $228,627 |
| TRIMBLE NAV LTD | $177,780 | $235,364 |
| UMICORE SA | $23,684 | $28,048 |
| UNIFIRST CP | $43,013 | $48,689 |
| UNILEVER PLC AMER | $223,360 | $224,841 |
| US ECOLOGY INC | $20,365 | $21,689 |
| VECTRUS INC | $11,690 | $14,469 |
| VEOLIA ENVIRONN ADS | $178,573 | $189,384 |
| VERRA MOBILITY CORPORATION | $27,438 | $37,281 |
| VESTAS WIND SYS UNSP/ADR | $30,223 | $41,853 |
| VIRTUS INVESTMENT PTNRS, INC | $41,179 | $63,581 |
| WASTE MANAGEMENT INC | $170,944 | $176,895 |
| WORLDLINE | $35,072 | $40,205 |
| WYNDHAM HOTELS & RESORTS INC C | $14,154 | $16,049 |
| XYLEM INC | $142,089 | $167,954 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHA CORE STRATEGIES FEEDER F | $4,744,937 | $5,526,352 |
| TACOPPS FEEDER FUND I (OFFSHOR | $830,822 | $844,049 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $75,000 | $75,000 | |
| Bank Charges | $281 | $281 | |
| State or Local Filing Fees | $25 | $25 | |
| ANNUAL WEBSITE MAINTENANCE | $1,800 | $1,800 | |
| POSTAGE/DELIVERY SERVICE | $677 | $677 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $150,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $104,622 | $104,622 | |
| Philanthropic Consulting Srvcs | $63,130 | $63,130 | |
| DESIGN SERVICES | $1,553 | $1,553 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Burks Lapham Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 803878 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $162,100 | |
| Foreign Tax Paid | $1,324 | $1,324 |