FANNIE E RIPPEL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FANNIE E RIPPEL FOUNDATION (EIN 22-1559427)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-19
- IRS object ID
- 202102929349101115
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-19T15:05:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 221559427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FANNIE E RIPPEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FANN | BusinessNameControlTxt |
| Phone | 9735400101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 MAPLE AVENUE NO 200 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079605451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA LANDY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9735400101 | PhoneNum |
| Signature | 2021-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | LANDY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2021-10-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $95,583,530 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $306,802 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $87,955 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87,955 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $87,955 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $287,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $716,771 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $716,771 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,063,649 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,197,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,481,691 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $344,978 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $327,625 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $391,910 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,091,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,614,042 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,196,636 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $598,794 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,604 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $7,604 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $591,190 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,115,963 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,111,639 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $637,363 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,281 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $2,281 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $573,447 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,166 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,166 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,879 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,379 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,372,112 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $539,255 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $606,360 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,824,144 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $30,649 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $30,649 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $32,836 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,223 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $26,223 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $40,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,359 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $265,872 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $266,585 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $113,848 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,139 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $1,139 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $134,530 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $394,408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $312,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $312,484 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $395,159 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,602,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $919,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $986,740 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,989,239 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,960,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $919,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $986,740 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,346,939 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$869,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,694,859 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $209,896 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $840,658 | CashBOYAmt |
| Cash EOY | $564,755 | CashEOYAmt |
| Cash EOYFMV | $564,755 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,458,935 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,469,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,469,483 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $4,500 | AcctRcvblBOYAmt |
| Grants Receivable BOY | $3,459,741 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $2,120,889 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $2,120,889 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $121,879 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $109,005 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $109,005 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,904,394 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,018,576 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,018,576 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,063,508 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,172,943 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,172,943 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $57,326,550 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,690,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,690,899 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $889,630 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $841,628 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $43,791 | LandBOYAmt |
| Land EOY | $48,002 | LandEOYAmt |
| Land EOYFMV | $48,002 | LandEOYFMVAmt |
| Other Assets BOY | $10,779,017 | OtherAssetsBOYAmt |
| Other Assets EOY | $388,978 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $388,978 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $89,002,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,583,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,583,530 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $447,763 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $341,591 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $429,161 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $613,206 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $876,924 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $954,797 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $83,525,621 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $92,067,477 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $4,600,428 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,561,256 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,126,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $94,628,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $89,002,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $95,583,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,126,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$869,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,475,614 | OtherIncreasesAmt |
| Subtotal | $94,732,644 | SubtotalAmt |
| Other Decreases | $103,911 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $94,628,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $28,197,447 | $24,728,866 | $3,468,581 | $3,468,581 |
| BIRCH GROVE CREDIT STRATEGIES FUND, LTD. | P | $125,689 | $125,689 | ||
| COLCHIS P2P INCOME FUND | P | $266,030 | $266,030 | ||
| EDGBASTON ASIAN EQUITY TRUST | P | -$1,039,049 | -$1,039,049 | ||
| GOTHAM HEDGED VALUE STRATEGIES, SPC LTD. | P | $200,523 | $200,523 | ||
| GQG PARTNERS INTERNATIONAL EQUITY FUND | P | $254,226 | $254,226 | ||
| HITCHWOOD CAPITAL FUND LTD. | P | $82,817 | $82,817 | ||
| LANSDOWNE EUROPEAN LONG ONLY FEEDER | P | $431,936 | $431,936 | ||
| MARSHALL WACE FUND | P | $125,907 | $125,907 | ||
| ORCHARD LIQUID CREDIT FUND | P | $94,516 | $94,516 | ||
| YORK EUROPEAN DISTRESSED CREDIT FUND, LP | P | $9,492 | $9,492 | ||
| EDGBASTON ASIAN EQUITY TRUST | P | -$112,862 | -$112,862 | ||
| GQG PARTNERS INTERNATIONAL EQUITY FUND | P | $56,599 | $56,599 | ||
| GAP VI PARALLEL PARTNERS, LP | P | -$17,567 | -$17,567 | ||
| MGG SF EVERGREEN UNLEVERED FUND | P | $51,173 | $51,173 | ||
| MGG SF EVERGREEN UNLEVERED FUND | P | $72,775 | $72,775 | ||
| NEW GENERATION TURNAROUND FUND | P | $5,408 | $5,408 | ||
| NEW GENERATION TURNAROUND FUND | P | -$23,140 | -$23,140 | ||
| RENAISSANCE EQUITIES FUND | P | -$391,983 | -$391,983 | ||
| RENAISSANCE EQUITIES FUND | P | $155,883 | $155,883 | ||
| DALTON INVESTMENTS TRUST-SERIES B | P | $569 | $569 | ||
| DALTON INVESTMENTS TRUST-SERIES B | P | $28,081 | $28,081 | ||
| ECHO STREET GOODCO SELECT II, LP | P | $102,728 | $102,728 | ||
| ECHO STREET GOODCO SELECT II, LP | P | $128,203 | $128,203 | ||
| NOVALPINA CAPITAL PARTNERS I SCSP | P | $2,087 | $2,087 | ||
| THE OVERLOOK PARTNERS FUND, LP | P | $14,310 | $14,310 | ||
| THE OVERLOOK PARTNERS FUND, LP | P | $169,633 | $169,633 | ||
| WARBURG PINCUS PRIVATE EQUITY (E&P) XII (B), LP | P | $16 | $16 | ||
| WARBURG PINCUS PRIVATE EQUITY XII L.P. | P | $145,720 | $145,720 | ||
| FUNDSMITH EQUITY FUND, LP | P | -$460 | -$460 | ||
| AIR U.S. LIFE FUND IV, LP | P | $73,850 | $73,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,481,691 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$271,971 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,711 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $69,711 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,452 | OverpaymentAmt |
| Applied To ES Tax | $4,452 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RIPPELFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9735400101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 MAPLE AVENUE SUITE 200 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079605451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD AHART | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TRUSTEE/CHAIRMAN OF BOARD | 6.00 | $6,000 | $0 | $0 |
| DAVID SURRENDA | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | SECRETARY | 1.50 | $6,000 | $0 | $0 |
| ELLIOTT FISHER | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TRUSTEE | 1.50 | $6,000 | $0 | $0 |
| JAMES SONNEBORN | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TRUSTEE | 1.50 | $6,000 | $0 | $0 |
| MICHAEL HARRIS | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TRUSTEE | 1.50 | $6,000 | $0 | $0 |
| LAURA K LANDY | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | PRESIDENT/CEO/TRUSTEE | 40.00 | $380,215 | $99,365 | $0 |
| AUDREY WELLS | ||||||||
| 14 MAPLE AVENUE SUITE 200 | MORRISTOWN | NJ | 07960 | TREASURER | 40.00 | $188,579 | $36,261 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT MILSTEIN | ||||||||
| 678 MASSACHUSETS AVE SUITE 400 | CAMBRIDGE | MA | 02139 | DIRECTOR, SYSTEMS ST | 40.00 | $223,467 | $41,169 | $0 |
| PEDJA STOJICIC | ||||||||
| 678 MASSACHUSETS AVE SUITE 400 | CAMBRIDGE | MA | 02139 | PROJECT DIRECTOR | 40.00 | $166,138 | $10,931 | $0 |
| ELLA AUCHINCLOSS | ||||||||
| 678 MASSACHUSETS AVE SUITE 400 | CAMBRIDGE | MA | 02139 | PROJECT DIRECTOR | 40.00 | $152,324 | $10,022 | $0 |
| LINDSEY ALEXANDER | ||||||||
| 678 MASSACHUSETS AVE SUITE 400 | CAMBRIDGE | MA | 02139 | PROJECT DIRECTOR | 40.00 | $141,599 | $16,770 | $0 |
| BRADLEY GIRARD | ||||||||
| 678 MASSACHUSETS AVE SUITE 400 | CAMBRIDGE | MA | 02139 | ACTING DIRECTOR, COM | 40.00 | $125,012 | $16,668 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 14 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEW PROVIDENCE ASSET MANAGEMENT | |||||
| 570 LEXINGTON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT ADVISOR | $404,593 |
| MARNITA'S TABLE | |||||
| 1330 LAGOON AVENUE SOUTH 4TH FLOOR | MINNEAPOLIS | MN | 55408 | PROJECT CONSULTANT | $395,000 |
| ROLE SERVICES LLC | |||||
| 400 EAST 56TH STREET 12F | NEW YORK | NY | 10022 | IT CONSULTANT | $171,000 |
| RAND CORPORATION | |||||
| PO BOX 2138 | SANTA MONICA | CA | 904072138 | EVALUATION CONSULTANT | $140,713 |
| CENTER FOR APPLIED RESEARCH INC | |||||
| 1700 MARKET STREET SUITE 2140 | PHILADELPHIA | PA | 19103 | STRATEGY CONSULTANT | $107,522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 7 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RIPPEL'S TWO KEY INITIATIVES, RETHINK HEALTH AND FORESIGHT: DESIGNING A FUTURE FOR HEALTH ADVANCE RIPPEL'S IMPACT STRATEGY OF WORKING WITH NATIONAL AND REGIONAL LEADERS TO DESIGN AND EXECUTE THE STRATEGIES THEY NEED TO GUIDE TRANSFORMATIVE CHANGE AND PRODUCE BETTER HEALTH AND WELL-BEING FOR ALL. RIPPEL'S GOAL IS TO CREATE A COHESIVE SYSTEM OF HEALTH THAT FOCUSES ON HEALTH AND WELL-BEING, NOT JUST HEALTH CARE; ONE THAT IS THRIVING, EQUITABLE, AND SUSTAINABLE. RIPPEL'S TEAM OF 30 STAFF AND CONTRACTORS WORKS WITH VISIONARY STEWARDS ENGAGING IN TARGETED RESEARCH AND DEVELOPMENT EFFORTS; PLACE-BASED MULTI-SECTOR PROJECTS; AND A ROBUST INFLUENCE STRATEGY TO SHARE LESSONS AND INSIGHTS TO SEED INNOVATION, SHIFT MINDSETS, AND SUPPORT EXEMPLARS OF CHANGE. | Description1Txt |
| Expenses1 | $5,442,211 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $80,579,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,147,610 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $81,742,420 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $81,742,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,226,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,516,284 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,025,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,346,939 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $19,570 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,366,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,366,509 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-01-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $209,896 | CurrentYearAmt |
| Year1 | $547,306 | Year1Amt |
| Year2 | $541,969 | Year2Amt |
| Year3 | $66,869 | Year3Amt |
| Total | $1,366,040 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $178,412 | CurrentYearAmt |
| Year1 | $465,210 | Year1Amt |
| Year2 | $460,674 | Year2Amt |
| Year3 | $56,839 | Year3Amt |
| Total | $1,161,134 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,366,509 | CurrentYearAmt |
| Year1 | $6,126,662 | Year1Amt |
| Year2 | $5,197,063 | Year2Amt |
| Year3 | $3,493,561 | Year3Amt |
| Total | $21,183,795 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $357,700 | CurrentYearAmt |
| Year1 | $61,550 | Year1Amt |
| Year2 | $97,550 | Year2Amt |
| Year3 | $96,830 | Year3Amt |
| Total | $613,630 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,008,809 | CurrentYearAmt |
| Year1 | $6,065,112 | Year1Amt |
| Year2 | $5,099,513 | Year2Amt |
| Year3 | $3,396,731 | Year3Amt |
| Total | $20,570,165 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,683,876 | CurrentYearAmt |
| Year1 | $2,721,785 | Year1Amt |
| Year2 | $2,714,643 | Year2Amt |
| Year3 | $1,785,498 | Year3Amt |
| Total | $9,905,802 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS LAURA LANDY PRESIDENTCEO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 MAPLE AVENUE SUITE 200 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9735400101 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 18 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 18 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 18 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COUNCIL OF NEW JERSEY GRANTMAKERS | |||||||
| 111 WEST STATE STREET | TRENTON | NJ | 08608 | N/A | PC | TO SUPPORT THE ORGANIZATION RECOGNIZED AS THE VOICE FOR PHILANTHROPY IN NEW JERSEY | $200 |
| ADVENTURES IN LEARNING | |||||||
| PO BOX 1054 | MANHASSET | NY | 11030 | N/A | PC | TO SUPPORT UNDER SERVED COMMUNITIES THROUGH AFTER SCHOOL TUTORING AND VARIOUS COMMUNITY OUTREACH PROGRAMS | $500 |
| SPECTRUM DESIGNS FOUNDATION | |||||||
| 382 MAIN STREET | PORT WASHINGTON | NY | 11050 | N/A | PC | TO SUPPORT A NON PROFIT THAT PROVIDES EMPLOYMENT TO PEOPLE WITH AUTISM AND RELATED DISABILITIES | $1,000 |
| GRANTMAKERS IN HEALTH | |||||||
| 100 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT FOUNDATIONS STAYING CONNECTED THROUGH GIH'S FUNDING PARTNER CONSTITUENCY TO COORDINATE EFFORTS TO IMPROVE HEALTH | $6,000 |
| COMMUNITY SOUP KITCHEN NOURISH NJ | |||||||
| 217 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PC | TO SUPPORT THE ORGANIZATION IN PROVIDING HEALTHIER MEALS FOR THEIR IN-NEED CLIENTELE INCLUDING WOMEN AND THE ELDERLY AND PROVIDE HEALTHY DIET EDUCATION FOR BOTH CLIENTS AND STAFF. DUE TO THE IMPACT OF COVID-19 FOOD INSECURITY IN THE LOCAL POPULATION HAS INCREASED SIGNIFICANTLY. THE GRANT IS DIRECTED TO NOURISH NJ'S FREE FARMER'S MARKET PROGRAM. | $25,000 |
| JBWS | |||||||
| PO BOX 1437 | MORRISTOWN | NJ | 07962 | N/A | PC | TO SUPPORT THE ORGANIZATION IN PROVIDING SAFETY, SUPPORT, AND SOLUTIONS FOR ALL SURVIVORS OF ABUSE. THE SERVICES INCLUDE A 24-HOUR HELPLINE, SAFE HOUSE, AND COUNSELING FOR ADULTS AND CHILDREN IMPACTED BY ABUSE. COVID-19 HAS RESULTED IN INCREASED VIOLENCE DUE TO LOCKDOWN AND STRESS. THIS GRANT WOULD PROVIDE JBWS GENERAL SUPPORT OF THIS MISSION AS IT FACES GREATER DEMAND FOR SERVICES. | $25,000 |
| INTERFAITH FOOD PANTRY | |||||||
| 2 EXECUTIVE DRIVE | MORRIS PLAINS | NJ | 07950 | N/A | PC | TO SUPPORT THE ORGANIZATION IN FIGHTING HUNGER IN THE LOCAL COMMUNITY THROUGH THE CLIENT PANTRY, FREE FARMERS MARKET, HEALTHY CHOICES MOBILE PANTRY AND HEALTHY CHOICES. COVID-19 HAS CREATED FOOD INSECURITY IN THE LOCAL POPULATION, THE GRANT IS DIRECTED TO THE CLIENT CHOICE PANTRY PROGRAM. | $25,000 |
| ZUFALL HEALTH | |||||||
| 18 WEST BLACKWELL STREET | DOVER | NJ | 07801 | N/A | PC | TO SUPPORT THE ORGANIZATION IN PROVIDING ACCESS TO QUALITY, AFFORDABLE AND CULTURALLY COMPETENT HEALTHCARE TO PEOPLE AND COMMUNITIES WHO EXPERIENCE BARRIERS TO CARE. COVID-19 CREATED EMERGENCY NEED FOR SPECIALIZED EQUIPMENT AND SUPPLIES TO BE USED IN COVID TREATMENT, THIS GRANT IS DIRECTED TO GENERAL OPERATING SUPPORT OF COVID TREATMENT. | $25,000 |
| PROVIDENCE CENTER | |||||||
| 2557 N 5TH STREET | PHILADELPHIA | PA | 19133 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ITS COMMITMENT TO NORTH PHILADELPHIA BY OFFERING EDUCATION PROGRAMS FOR CHILDREN, YOUTH AND ADULTS TO EMPOWER PEOPLE TO TRANSFORM THEIR LIVES AND COMMUNITY. COVID-19 HAS CREATED AN EXCESS IN DEMAND FOR SERVICES. THE GRANT WILL BE USED IN AREAS WHERE NEEDED TO SUPPORT THE EXTRA DEMAND. | $25,000 |
| T LEROY JEFFERSON MEDICAL SOCIETY | |||||||
| 4595 NORTHLAKE BLVD SUITE 109 | PALM BEACH GARDENS | FL | 33418 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ITS MISSION TO IMPROVE THE HEALTH AND WELLNESS OF THE UNDERSERVED IN PALM BEACH COUNTY BY PROVIDING ACCESS TO CARE AND CAREER OPPORTUNITIES. THE GRANT IS RESTRICTED TO AREAS WHERE THE ORGANIZATION IS EXPERIENCING EXCESS DEMAND DUE TO THE COVID-19 CRISIS. | $25,000 |
| FREEDOM FIRST ENTERPRISES | |||||||
| 5240 VALLEYPARK DRIVE | ROANOKE | VA | 24019 | N/A | PC | TO SUPPORT THE ORGANIZATION IN IT'S MISSION TO ASSIST LOW INCOME CONSUMERS WITH SAFE ALTERNATIVES TO FINANCIAL SERVICES WHEN THEY LACK THE MEANS TO ACCESS SUCH SERVICES. THE GRANT IS DIRECTED TOWARD FUNDING THE PHYSICAL AND MENTAL HEALTH AND WELLNESS PORTIONS OF THE LOCAL IMPACT FOR TOMORROW (LIFT) PROGRAM, WHICH HAS EXPERIENCED EXCESS DEMAND DUE TO COVID-19. | $25,000 |
| SAY DETROIT HEALTH CLINIC | |||||||
| 29836 TELEGRAPH ROAD | SOUTHFIELD | MI | 48034 | N/A | PC | TO SUPPORT THE ORGANIZATION IN IMPROVING THE LIVES OF DETROIT'S NEEDIEST CITIZENS THOUGH SHELTER, FOOD, MEDICAL CARE AND EDUCATION. COVID-19 HAS CREATED EXCESS DEMAND FOR THE SERVICES THE ORGANIZATION PROVIDES. THIS GRANT IS INTENDED TO FUND THE EXTRA DEMAND DUE TO COVID-19. | $25,000 |
| NAMI WASHTENAW COUNTY | |||||||
| 1100 N MAIN STREET | ANN ARBOR | MI | 48104 | N/A | PC | TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO ADVOCATE FOR AMERICANS AFFECTED BY A MENTAL HEALTH CONDITION. COVID-19 HAS CAUSED A DECLINE IN MENTAL HEALTH. THIS GRANT WILL BE USED TO FUND THE EXTRA DEMAND FACED BY THE ORGANIZATION DURING THE COVID-19 CRISIS. | $25,000 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | |||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PC | THE COVID-19 CRISIS HAS CREATED AN EMERGENCY NEED FOR SPECIALIZED EQUIPMENT AND SUPPLIES TO BE USED IN COVID TREATMENT. THIS GRANT IS DIRECTED TO THE COVID-19 SUPPORT FUND. | $25,000 |
| NATIONA ACADEMY OF SCIENCES | |||||||
| 500 5TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | TO SPONSOR THE ROUNDTABLE ON POPULATION HEALTH IMPROVEMENT, WHICH IS ONE OF THE MOST EFFECTIVE ELEMENTS IN INFLUENCING AGENDA NATIONWIDE. | $50,000 |
| FOUNDATION FOR MORRISTOWN MEDICAL CENTER | |||||||
| 475 SOUTH STREET | MORRISTOWN | NJ | 07960 | N/A | PC | TO SUPPORT THE FOUNDATION TO PRESERVE AND EXPAND PROGRAMS AND SERVICES IN PATIENT CARE, CLINICAL RESEARCH, MEDICAL AND PUBLIC HEALTH EDUCATION AND PREVENTATIVE MEDICINE AT MORRISTOWN MEDICAL CENTER AND GORVEB CHILDREN'S HOSPITAL. THIS GRANT IS DIRECTED TO COVID-19 RESPONSE. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT INCOME | Desc |
| Related Or Exempt Function Incm | $67,105 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,955 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,897 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $277,873 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,063,649 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER INVESTMENT INCOME THROUGH PARTNERSHIPS | 525990 | -$2,820 | 01 | $2,820 |
| GAIN (LOSS) FROM SALE OF ASSETS THROUGH PARTNERSHIPS | 525990 | -$26,505 | 18 | $26,505 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$29,325 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,746,699 | ExclusionAmt |
| Related Or Exempt Function Incm | $67,105 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,784,479 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | THE CONTRACT INCOME IN PART XVI-A IS DERIVED FROM A VARIETY OF ENGAGEMENTS WHERE RIPPEL PROVIDES SERVICES TO OTHER FOUNDATIONS AND FOUNDATION-FUNDED INITIATIVES, OR TO AS REGIONAL HEALTHCARE COLLABORATIVES. THESE SERVICES INCLUDE RESEARCH, ANALYSIS, ADVISING, COACHING, MENTORING, MEETING FACILITATION, EDUCATIONAL WORKSHOPS, SCENARIO MODELING, AND TRAINING. EACH ENGAGEMENT IS DESIGNED TO SUPPORT THESE GROUPS IN PURSUING SYSTEMWIDE, TRANSFORMATIVE CHANGES IN HEALTH AND WELL-BEING. TOOLS AND METHODS DEVELOPED BY THE FOUNDATION ARE USED IN THE DELIVERY OF THIS SUPPORT; FEEDBACK AND NEW INSIGHTS GLEANED FROM EACH ENGAGEMENT IS IN TURN USED TO IMPROVE OUR TOOLS AND METHODS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT WOOD JOHNSON FOUNDATION | ||||||
| 1 | PO BOX 2316 | PRINCETON | NJ | 08543 | $46,802 | Yes (X) |
| EPISCOPAL HEALTH FOUNDATION | ||||||
| 2 | 500 FANNIN ST | HOUSTON | TX | 77002 | $100,000 | Yes (X) |
| ENDOWMENT FOR HEALTH | ||||||
| 3 | ONE PILLSBURY STREET SUITE 301 | CONCORD | NH | 03301 | $50,000 | Yes (X) |
| SEATTLE FOUNDATION | ||||||
| 4 | 1601 FIFTH AVENUE SUITE 1900 | SEATTLE | WA | 981013615 | $50,000 | Yes (X) |
| MAT-SU HEALTH FOUNDATION | ||||||
| 5 | 777 N CRUSEY STREET SUITE A201 | WASILLA | AR | 99654 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX PREPARATION-PKF O'CONNOR DAVIES | CategoryTxt |
| Amt | $40,879 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $37,379 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990PF, PAGE 10, PART XV, LINES 2A THROUGH 2D | FormAndLineReferenceDesc |
| Medium Explanation | GRANT APPLICATION SUBMISSION INFORMATIONFUNDING PRIORITIES: WE ENVISION A SYSTEM OF HEALTH THAT FOCUSES ON HEALTH AND WELL-BEING, NOT JUST HEALTH CARE; ONE THAT IS THRIVING, EQUITABLE, AND SUSTAINABLE. THE FANNIE E. RIPPEL FOUNDATION, ESTABLISHED IN 1953 TO INVEST IN INITIATIVES ADDRESSING CANCER, HEART DISEASE, THE HEALTH OF WOMEN AND THE ELDERLY, AND THE MAINTENANCE OF OUR NATION'S HOSPITALS, LOOKS AT THESE ISSUES AS THEY EXIST WITHIN A POORLY DESIGNED AND MISMANAGED SYSTEM, ONE WHICH NEEDS TO CHANGE IN ORDER TO PROGRESS TOWARDS OUR VISION. WE STRATEGICALLY INVEST OUR LIMITED RESOURCES TO WORK WITH NATIONAL AND REGIONAL STEWARDS TO DESIGN AND EXECUTE THE STRATEGIES THEY NEED TO GUIDE TRANSFORMATIVE CHANGE AND PRODUCE BETTER HEALTH AND WELL-BEING FOR ALL. FUNDING APPROACH: THE FOUNDATION TAKES SEVERAL APPROACHES TO ITS FUNDING. WITHIN THE GRANT-MAKING PROCESS, WE INVITE PROPOSALS FROM INNOVATORS WE HAVE IDENTIFIED WHO HAVE SHOWN SUCCESS IN MAKING PROGRESS TOWARD SYSTEMIC CHANGES IN THE AREAS NOTED ABOVE. AT OTHER TIMES, WE BELIEVE PROGRESS CAN BE BETTER ACCOMPLISHED THROUGH DIRECT CHARITABLE ACTIVITIES (DCA'S), WHICH ARE INITIATIVES THAT OUR FOUNDATION WILL HELP LEAD OR STAFF. WE BELIEVE THESE APPROACHES TO FUNDING PROVIDE THE FOUNDATION WITH THE FLEXIBILITY IT NEEDS TO BEST STRATEGICALLY INVEST OUR LIMITED RESOURCES.MS. LAURA LANDY, PRESIDENT & CEO, FANNIE E. RIPPEL FOUNDATION14 MAPLE AVENUE, SUITE 200MORRISTOWN, NJ 07960WWW.RIPPELFOUNDATION.ORG | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES - 3622 SHARES | $396,573 | $396,573 |
| ACCENTURE PLC - 1299 SHARES | $339,312 | $339,312 |
| ADOBE INC - 1043 SHARES | $521,626 | $521,626 |
| ALIGN TECHNOLOGY INC - 428 SHARES | $228,715 | $228,715 |
| ALPHABET INC-CL A - 203 SHARES | $355,786 | $355,786 |
| ALPHABET INC-CL A - 92 SHARES | $161,243 | $161,243 |
| ALPHABET INC-CL C - 171 SHARES | $299,571 | $299,571 |
| ALPHABET INC-CL C - 293 SHARES | $513,301 | $513,301 |
| AMAZON.COM INC - 114 SHARES | $371,290 | $371,290 |
| ANTHEM INC - 982 SHARES | $315,310 | $315,310 |
| APTIV PLC - 2635 SHARES | $343,314 | $343,314 |
| AUTODESK INC - 1126 SHARES | $343,813 | $343,813 |
| BALL CORP - 1860 SHARES | $173,315 | $173,315 |
| CARLYLE G R O U P INC/THE - 9473 SHARES | $297,831 | $297,831 |
| CATALENT INC - 3472 SHARES | $361,331 | $361,331 |
| CLARIVATE PLC - 8885 SHARES | $263,973 | $263,973 |
| COMPASS GROUP PLC - 10387 SHARES | $193,526 | $193,526 |
| COSTAR GROUP INC - 307 SHARES | $283,754 | $283,754 |
| CVS HEALTH CORP - 1817 SHARES | $124,101 | $124,101 |
| DANAHER CORP - 1658 SHARES | $368,308 | $368,308 |
| DOLLAR GENERAL CORP - 1065 SHARES | $223,969 | $223,969 |
| FACEBOOK INC - 1060 SHARES | $289,550 | $289,550 |
| FACEBOOK INC - 1279 SHARES | $349,372 | $349,372 |
| FACEBOOK INC - 2217 SHARES | $605,596 | $605,596 |
| FIDELITY GOVT MMKT-14517 SHARES | $21,001 | $21,001 |
| GARTNER INC - 1133 SHARES | $181,495 | $181,495 |
| GENERAL ELECTRIC CO - 30962 SHARES | $334,390 | $334,390 |
| HALOZYME THERAPEUTICS INC - 6329 SHARES | $270,312 | $270,312 |
| HEICO CORP - 1753 SHARES | $205,206 | $205,206 |
| HILTON WORLDWIDE HOLDINGS INC - 2573 SHARES | $286,272 | $286,272 |
| ILLUMINA INC - 447 SHARES | $165,390 | $165,390 |
| INTUIT INC - 533 SHARES | $202,460 | $202,460 |
| INTUITIVE SURGICAL INC - 192 SHARES | $157,075 | $157,075 |
| IQVIA HOLDINGS INC - 2483 SHARES | $444,879 | $444,879 |
| JONES LANG LASALLE INC - 2545 SHARES | $377,602 | $377,602 |
| KKR & CO INC - 10645 SHARES | $431,016 | $431,016 |
| MASTERCARD INC - 1008 SHARES | $359,794 | $359,794 |
| MASTERCARD INC - 1399 SHARES | $499,359 | $499,359 |
| MICROSOFT CORP - 1180 SHARES | $262,456 | $262,456 |
| MICROSOFT CORP - 1450 SHARES | $322,509 | $322,509 |
| MICROSOFT CORP - 2653 SHARES | $590,080 | $590,080 |
| MSCI INC - 335 SHARES | $149,588 | $149,588 |
| NEW YORK TIMES CO/THE - 2988 SHARES | $154,689 | $154,689 |
| NIKE INC - 1236 SHARES | $174,857 | $174,857 |
| PALO ALTO NETWORKS INC - 1069 SHARES | $379,912 | $379,912 |
| PAYPAL HOLDINGS INC - 1366 SHARES | $319,917 | $319,917 |
| PAYPAL HOLDINGS INC - 642 SHARES | $150,356 | $150,356 |
| QORVO INC - 2107 SHARES | $350,331 | $350,331 |
| REGENERON PHARMACEUTICALS INC - 366 SHARES | $176,818 | $176,818 |
| SALESFORCE.COM INC - 1058 SHARES | $235,437 | $235,437 |
| SALESFORCE.COM INC - 1305 SHARES | $290,402 | $290,402 |
| SALESFORCE.COM INC - 1545 SHARES | $343,809 | $343,809 |
| SERVICENOW INC - 609 SHARES | $335,212 | $335,212 |
| SHERWIN-WILLIAMS CO/THE - 431 SHARES | $316,746 | $316,746 |
| SKYWORKS SOLUTIONS INC - 1954 SHARES | $298,727 | $298,727 |
| SOUTHWEST AIRLINES CO - 3762 SHARES | $175,347 | $175,347 |
| SS&C TECHNOLOGIES HOLDINGS INC - 3405 SHARES | $247,714 | $247,714 |
| STARBUCKS CORP - 2436 SHARES | $260,603 | $260,603 |
| STARBUCKS CORP - 3397 SHARES | $363,411 | $363,411 |
| TRANSDIGM GROUP INC - 798 SHARES | $493,842 | $493,842 |
| TWITTER INC - 7824 SHARES | $423,670 | $423,670 |
| UNITEDHEALTH G R O U P INC - 638 SHARES | $223,734 | $223,734 |
| VANGUARD STAR INVESTOR CLASS-9897 SHARES | $341,956 | $341,956 |
| VISA INC - 1290 SHARES | $282,161 | $282,161 |
| VISA INC - 1547 SHARES | $338,375 | $338,375 |
| VISA INC - 1670 SHARES | $365,279 | $365,279 |
| WAYFAIR INC - 1151 SHARES | $259,907 | $259,907 |
| WELLS FARGO & CO - 10956 SHARES | $330,652 | $330,652 |
| WHITBREAD PLC - 5162 SHARES | $218,742 | $218,742 |
| ZOETIS INC - 2024 SHARES | $334,973 | $334,973 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,018,576 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,018,576 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (33 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AIR US LIFE FUND IV | FMV | $1,740,738 | $1,740,738 |
| ASM CONNAUGHT HOUSE FUND III, LP | FMV | $1,760,154 | $1,760,154 |
| BIRCH GROVE CREDIT STRATEGIES FUND LTD | FMV | $2,024,491 | $2,024,491 |
| BOND CAPITAL FUND, LP | FMV | $969,125 | $969,125 |
| COLCHIS INCOME FUND, LTD | FMV | $2,011,547 | $2,011,547 |
| CORNWALL OFFSHORE LTD | FMV | $103,934 | $103,934 |
| DALTON INVESTMENT SERIES B ASIA | FMV | $3,119,032 | $3,119,032 |
| ECHO STREET GOODCO SELECT II, LP | FMV | $7,767,127 | $7,767,127 |
| FUNDSMITH EQUITY FUND, LP | FMV | $4,751,400 | $4,751,400 |
| GAP VI PARALLEL PARTNERS, LP | FMV | $14,237 | $14,237 |
| GLOUSTON PRIVATE EQUITY OPPORTUNITIES III, LP | FMV | $195,267 | $195,267 |
| GQG PARTNERS INTERNATIONAL EQUITY FUND | FMV | $3,619,897 | $3,619,897 |
| INDIA ACORN FUND (CAYMAN) LTD | FMV | $4,687,553 | $4,687,553 |
| KABOUTER INTERNATIONAL OPPORTUNITIES FUND II, LTD | FMV | $1,909,800 | $1,909,800 |
| LIGHTHOUSE INDIA FUND III, LTD | FMV | $1,065,361 | $1,065,361 |
| MAINGATE MLP FUND CLASS- 488,392.0710 SHARES | FMV | $2,026,828 | $2,026,828 |
| MGG SF EVERGREEN UNLEVERED FUND LP | FMV | $3,144,338 | $3,144,338 |
| NEW GENERATION TURNAROUND FUND, LP | FMV | $870,627 | $870,627 |
| NOVALPINA CAPITAL PARTNERS I SCSP | FMV | $573,720 | $573,720 |
| OLEA SPECIAL OPPORTUNITIES FUND | FMV | $1,493,925 | $1,493,925 |
| ORCHARD LIQUID CREDIT FUND | FMV | $1,520,478 | $1,520,478 |
| RENAISSANCE EQUITIES FUND, LLC | FMV | $1,481,156 | $1,481,156 |
| THE OVERLOOK PARTNERS FUND, LP | FMV | $2,828,047 | $2,828,047 |
| THIRD POINT OFFSHORE FUND, LTD | FMV | $2,205,962 | $2,205,962 |
| THIRD POINT STRUCTURED CREDIT OPPTS OFFSHORE FUND | FMV | $1,628,527 | $1,628,527 |
| WARBURG PINCUS GLOBAL GROWTH, LP | FMV | $706,474 | $706,474 |
| WARBURG PINCUS PRIVATE EQUITY XII, LP | FMV | $2,540,858 | $2,540,858 |
| WOLD WARD FERRY ASIA SMALLER COMPANIES FUND | FMV | $1,200,000 | $1,200,000 |
| YORK CREDIT OPPORTUNITIES UNIT TRUST | FMV | $861,261 | $861,261 |
| YORK EUROPEAN DISTRESSED ASSET FUND III (CAYMAN), LP | FMV | $1,830,376 | $1,830,376 |
| YORK EUROPEAN DISTRESSED ASSET FUND IV (CAYMAN) LIMITED | FMV | $1,075,255 | $1,075,255 |
| YORK EUROPEAN DISTRESSED CREDIT FUND II (CAYMAN), LP | FMV | $505,013 | $505,013 |
| YORK EUROPEAN DISTRESSED CREDIT FUND, LP | FMV | $458,391 | $458,391 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $793,958 | $793,958 | $0 | |
| FURNITURE AND EQUIPMENT | $95,672 | $47,670 | $48,002 | $48,002 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,166 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,166 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $28,200 | $15,000 | $15,000 |
| CASH PENDING INVESTMENT | $4,500,000 | $0 | $0 |
| DUE FROM BROKER | $6,250,817 | $373,978 | $373,978 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $103,911 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES AND MEMBERSHIPS | $18,582 | $0 | $0 | $18,582 |
| INSURANCE | $23,821 | $0 | $0 | $23,182 |
| TELEPHONE | $19,846 | $0 | $0 | $20,737 |
| PROFESSIONAL DEVELOPMENT AND TRAINING | $9,224 | $0 | $0 | $9,224 |
| OFFICE SERVICES AND EXPENSES | $37,086 | $0 | $0 | $42,456 |
| TECHNOLOGY AND SUPPORT | $285,849 | $0 | $0 | $280,978 |
| OTHER INVESTMENT EXPENSES THROUGH K-1S | $0 | $312,032 | $312,484 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME | $277,873 | $327,625 | $324,805 |
| CONTRACT INCOME | $67,105 | $67,105 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $7,475,614 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $134,226 | $238,137 |
| DEFERRED PENSION LIABILITY | $285,098 | $362,957 |
| FEDERAL EXCISE TAX PAYABLE | $9,837 | $12,112 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES-CONSULTING | $1,492,093 | $0 | $67,105 | $1,513,341 |
| INVESTMENT MANAGEMENT FEES | $132,662 | $132,662 | $132,662 | $0 |
| CUSTODY FEES | $404,593 | $404,593 | $404,593 | $0 |
| CONSULTING: COMMUNICATIONS AND MARKETING | $213,826 | $0 | $0 | $183,865 |
| CONSULTING: BUSINESS DEVELOPMENT/STRATEGY | $126,938 | $0 | $0 | $126,938 |
| INVESTMENT COMMITTEE CONSULTING | $2,000 | $2,000 | $2,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $0 | $26,223 | $26,223 | $0 |
| FEDERAL EXCISE TAX | $32,836 | $0 | $0 | $40,000 |