THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT D AND PATRICIA E KERN FAMILY FOUNDATION INC (EIN 39-1923558)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349107816
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:01:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVENUE 32ND FLOOR | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 391923558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT D AND PATRICIA E KERN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2629686838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W305 S4239 BROOKHILL ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C RAHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2629686838 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | RAHN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TROY MARINE CPA | PreparerPersonNm |
| PTIN | P00187863 | PTIN |
| Phone | 4147775500 | PhoneNum |
| Preparation | 2021-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $717,991,169 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,990,683 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,990,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,756,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,692,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,756,095 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,733,645 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,325,334 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $43,480,423 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,072,112 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,159,192 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $135,784 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,023,408 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,247,747 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $26,990 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,220,757 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,323,455 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $39,439 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,284,016 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,861 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,057 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,478 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,477 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,614,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,275,450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $324,713 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $362,680 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $34,367 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,367 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $645,941 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $645,941 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,467 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,467 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,922,795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,922,795 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,373,286 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,495,141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,491,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,070,664 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,070,664 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,443,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,495,141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,562,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,963,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,576,971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$10,032 | CashBOYAmt |
| Cash EOY | $49,722 | CashEOYAmt |
| Cash EOYFMV | $49,722 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,086,495 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,627,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,627,151 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $350,025,504 | CorporateStockBOYAmt |
| Corporate Stock EOY | $349,031,148 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $349,031,148 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $69,742,061 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $81,494,977 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $81,494,977 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $294,570,071 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $278,788,171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $278,788,171 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $718,414,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $717,991,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $717,991,169 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $718,414,099 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $717,991,169 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $718,414,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $717,991,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $718,414,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $717,991,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $718,414,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,963,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,540,597 | OtherIncreasesAmt |
| Subtotal | $717,991,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $717,991,169 | 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 |
|---|---|---|---|---|
| VARIOUS STOCKS AND BONDS | $132,856,392 | $107,936,007 | $24,920,385 | $24,920,385 |
| GAINS REPORTED ON K-1S AND PARTNERSHIPS | $7,835,710 | $7,835,710 | $7,835,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,756,095 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $564,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $564,020 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $564,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $157,648 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $225,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $382,648 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,224 | EsPenaltyAmt |
| Tax Due | $182,596 | TaxDueAmt |
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 | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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.KFFDN.ORG | WebsiteAddressTxt |
| Individual With Books | MR MICHAEL W SENSKE | IndividualWithBooksNm |
| Phone | 2629686839 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W305 S4239 BROOKHILL ROAD | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53189 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| BODE KYLE R | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | VICE PRESIDENT | 40.00 | $299,192 | $53,626 | $0 |
| GRABER RICHARD | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $1,000 | $0 | $0 |
| HANSON GAIL | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $3,500 | $0 | $0 |
| KERN ROBERT D | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| PETERSON MARCIA | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & CHAIRMAN OF THE BOARD | 10.00 | $0 | $0 | $0 |
| PIERSON WARREN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| RAHN JAMES C | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR & PRESIDENT | 40.00 | $561,138 | $53,568 | $0 |
| RAMIREZ AUSTIN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| ROELL STEVEN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| SENSKE MICHAEL W | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | CFO & TREASURER | 40.00 | $285,861 | $57,000 | $0 |
| TABAT DAWN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | DIRECTOR | 1.00 | $2,500 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| PURVIS ELIZABETH | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $241,190 | $54,292 | $0 |
| HEATHCOCK JOHN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $224,546 | $29,064 | $0 |
| STAWSKI CHRISTOPHER | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $180,000 | $43,793 | $0 |
| MASON JAY | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $160,339 | $42,788 | $0 |
| WILKEN KAREN | ||||||||
| W305 S4239 BROOKHILL ROAD | WAUKESHA | WI | 53189 | PROGRAM DIRECTOR | 40.00 | $161,633 | $29,096 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 29 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PGIM REAL ESTATE | |||||
| 7 GIRALDA FARMS | MADISON | NJ | 07940 | INVESTMENT ADVISORY | $670,654 |
| PRUDENTIAL PRIVATE CAPITAL PARTNERS | |||||
| 180 N STETSON AVENUE | CHICAGO | IL | 60601 | INVESTMENT ADVISORY | $473,645 |
| FRED ALGER MANAGEMENT INC | |||||
| 111 FIFTH AVENUE | NEW YORK | NY | 10003 | INVESTMENT ADVISORY | $389,839 |
| NATIONAL INVESTMENT SERVICES | |||||
| 777 E WISCONSIN AVENUE SUITE 2350 | MILWAUKEE | WI | 53202 | INVESTMENT ADVISORY | $313,426 |
| INVESCO ADVISORS | |||||
| 1555 PEACHTREE STREET NE SUITE 1800 | ATLANTA | GA | 30309 | INVESTMENT ADVISORY | $307,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KERN ENGINEERING ENTREPRENEURSHIP NETWORK PROGRAM (KEEN) CONFERENCES - 2 CONFERENCES CONVENED AND SPONSORED BY THE FOUNDATION WITH A TOTAL OF 511 GRANTEES IN ATTENDENCE. | Description1Txt |
| Expenses1 | $359,644 | Expenses1Amt |
| Description2 | FWE PROGRAM NETWORK CONFERENCES - HOSTED 0 EVENTS IN 2020. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | CREATION OF KEEN DIGITAL PLATFORM DESIGN AND MAINTENANCE FOR USE BY THE KEEN NETWORK OF OVER 2000 USERS. | Description3Txt |
| Expenses3 | $2,373,322 | Expenses3Amt |
| Description4 | FACULTY DEVELOPMENT - 8 CONFERENCES CONVENED TO TRAIN FACULTY WITHIN THE KEEN NETWORK WITH 192 GRANTEES IN ATTENDANCE. | Description4Txt |
| Expenses4 | $454,530 | Expenses4Amt |
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 | $416,627,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $264,655,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $681,547,588 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $681,547,588 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,223,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $671,324,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,566,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,566,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $564,020 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $18,347 | IncomeTaxAmt |
| Total Tax | $582,367 | TotalTaxAmt |
| Distributable Before Adj | $32,983,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $315,944 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,299,796 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,299,796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,562,662 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,562,662 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,562,662 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,299,796 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,075,220 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,796,605 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,076,998 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,009,234 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,200,664 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,158,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,562,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,299,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,262,866 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $116,421,587 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,075,220 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $109,346,367 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,796,605 | ExcessFromYear4Amt |
| Excess From Year3 | $21,076,998 | ExcessFromYear3Amt |
| Excess From Year2 | $19,009,234 | ExcessFromYear2Amt |
| Excess From Year1 | $23,200,664 | ExcessFromYear1Amt |
| Excess From Current Year | $30,262,866 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KERN ROBERT D | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY | |||||||||||||
| 98 FULTON STREET EAST | GRAND RAPIDS | MI | 49503 | N/A | PC | FWE FOCUSED PROGRAMMING, CONFERENCES | $2,106,000 | ||||||
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT THE FAITH AND PUBLIC LIFE PROGRAM | $1,076,800 | ||||||
| AMERICAN SOCIETY FOR ENGINEERING EDUCATION | |||||||||||||
| 1818 N STREET NW SUITE 600 | WASHINGTON | DC | 20036 | N/A | PF | SUPPORT PROGRAM ACTIVITIES TO ADVANCE EM RESOURCES FOR ASEE MEMBERS | $150,000 | ||||||
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | |||||||||||||
| 300 E UNIVERSITY DR | TEMPE | AZ | 85281 | N/A | PC | EMBEDDING EM INSTITUTIONALLY; THRIVECAST PROGRAMMING; ADVANCING CHARACTER EDUCATION | $4,108,732 | ||||||
| ARTISTS IN CHRISTIAN TESTIMONY | |||||||||||||
| PO BOX 1649 | BRENTWOOD | TN | 37024 | N/A | PC | FWE FOCUSED CONTENT | $71,000 | ||||||
| ASSEMBLIES OF GOD THEOLOGICAL SEMINARY | |||||||||||||
| 1435 NORTH GLENSTONE AVENUE | SPRINGFIELD | MO | 65802 | N/A | PC | GROW APDP | $240,000 | ||||||
| ASSOCIATION OF THEOLOGICAL SCHOOLS | |||||||||||||
| 10 SUMMIT PARK DRIVE | PITTSBURGH | PA | 15275 | N/A | SO | SUPPORT ADOPTION OF ACCELERATED PASTORAL DEGREE PROGRAMS | $77,500 | ||||||
| AUGSBURG UNIVERSITY | |||||||||||||
| 2211 RIVERSIDE AVE | MINNEAPOLIS | MN | 55454 | N/A | PC | IMPLEMENT APDP | $90,000 | ||||||
| AZUSA PACIFIC UNIVERSITY | |||||||||||||
| PO BOX 7000 901 E ALOSTA AVENUE | AZUSA | CA | 91702 | N/A | PC | GROW APDP | $312,088 | ||||||
| BAYLOR UNIVERSITY | |||||||||||||
| 1311 S 5TH ST | WACO | TX | 76706 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| BES INC | |||||||||||||
| 131 DARTMOUTH ST FLOOR 3 | BOSTON | MA | 02116 | N/A | PC | EMBED VIRTUE ETHICS CHARACTER ACROSS LEADERSHIP PROGRAMS | $225,000 | ||||||
| BIOLA UNIVERSITY INC | |||||||||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | N/A | PC | GROW APDP | $85,165 | ||||||
| BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA | |||||||||||||
| PO BOX 870142 | TUSCALOOSA | AL | 35487 | N/A | PC | SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING | $516,299 | ||||||
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC | |||||||||||||
| 575 MADISON AVE STE 1006 | NEW YORK | NY | 10022 | N/A | PC | CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES | $504,210 | ||||||
| BUCKNELL UNIVERSITY | |||||||||||||
| 301 MARKET STREET STE 2 | LEWISBURG | PA | 17837 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| CALIFORNIA BAPTIST UNIVERSITY | |||||||||||||
| 8432 MAGNOLIA AVE | RIVERSIDE | CA | 92504 | N/A | PC | IMPLEMENT APDP | $100,000 | ||||||
| CAMPBELL UNIVERSITY INC | |||||||||||||
| 450 LESLIE CAMPBELL AVE | BUIS CREEK | NC | 27506 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| CATHOLIC MEMORIAL HIGH SCHOOL OF WAUKESHA INC | |||||||||||||
| 221 SOUTH HARTWELL AVENUE | WAUKESHA | WI | 53186 | N/A | PC | OPERATING EXPENSES | $25,000 | ||||||
| CENTER FOR URBAN TEACHING INC | |||||||||||||
| 2600 W WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | N/A | PC | SUPPORT LEADERSHIP DEVELOPMENT PROGRAM | $540,000 | ||||||
| CHARACTER LAB INC | |||||||||||||
| 3675 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19104 | N/A | PC | CHARACTER FOCUSED CONTENT AND PROGRAMMING | $242,094 | ||||||
| CHARTER FUND INC | |||||||||||||
| 10901 W 120TH AVE SUITE 450 | BROOMFIELD | CO | 80021 | N/A | POF | IMPACT-CHARACTER-CTE INTEGRATION | $6,000,000 | ||||||
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | N/A | PC | SUPPORT HISTORICAL CHARACTER ACTORS | $200,000 | ||||||
| COMMON SENSE MEDIA | |||||||||||||
| 650 TOWNSEND SUITE 375 | SAN FRANCISCO | CA | 94103 | N/A | PC | ENHANCE DIGITAL CITIZENSHIP CURRICULUM | $400,000 | ||||||
| CONCORDIA COLLEGE AT BRONXVILLE | |||||||||||||
| 171 WHITE PLAINS RD | BRONXVILLE | NY | 10708 | N/A | PC | IMPLEMENT APDP | $62,454 | ||||||
| CONCORDIA UNIVERSITY | |||||||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | N/A | PC | IMPLEMENT APDP | $112,000 | ||||||
| CROWN COLLEGE | |||||||||||||
| 8700 COLLEGE VIEW DRIVE | ST BONIFACIUS | MN | 55375 | N/A | PC | GROW APDP | $100,000 | ||||||
| DANIELSON GROUP INC | |||||||||||||
| 1720 WEST DIVISION | CHICAGO | IL | 60622 | N/A | PC | SUPPORT FOR UPDATING THE DANIELSON FRAMEWORK | $168,000 | ||||||
| DORAL COLLEGE INC | |||||||||||||
| 11100 NW 27TH ST BLDG C-109 | DORAL | FL | 33172 | N/A | PC | CREATE MODEL ON ETHICAL AND CHARACTER EDUCATION | $334,500 | ||||||
| DUKE UNIVERSITY | |||||||||||||
| 146 LANGFORD BUILDING PO BOX 90968 | DURHAM | NC | 27708 | N/A | PC | IMPLEMENT APDP; STUDENT DESIGN PROJECTS | $754,887 | ||||||
| EDITORIAL PROJECTS IN EDUCATION INC | |||||||||||||
| 6935 ARLINGTON ROAD SUITE 100 | BETHESDA | MD | 20814 | N/A | PC | EDUCATION WEEK TO ADVANCE PRACTICAL WISDOM | $150,000 | ||||||
| EMMANUEL ACADEMIES INC | |||||||||||||
| 777 MOORING LINE DR | NAPLES | FL | 34102 | N/A | PC | FWE PROGRAMMING | $25,000 | ||||||
| EMMANUEL EVANGELICAL LUTHERAN CHURCH | |||||||||||||
| 777 MOORING LINE DR | NAPLES | FL | 34102 | N/A | PC | IMPLEMENT APDP | $50,000 | ||||||
| ERSKINE COLLEGE | |||||||||||||
| 2 WASHINGTON ST | DUE WEST | SC | 29639 | N/A | PC | IMPLEMENT APDP | $97,600 | ||||||
| FLORIDA INSTITUTE OF TECHNOLOGY INC | |||||||||||||
| 150 WEST UNIVERSITY BOULEVARD | MELBOURNE | FL | 32901 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; TOOLS FOR "PROTOTYPING WITH A PURPOSE" | $220,000 | ||||||
| FRANKLIN W OLIN COLLEGE OF ENGINEERING INC | |||||||||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $48,000 | ||||||
| GEORGE FOX UNIVERSITY | |||||||||||||
| 414 N MERIDIAN ST | NEWBERG | OR | 97132 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $20,000 | ||||||
| GEORGIA TECH RESEARCH CORPORATION | |||||||||||||
| 800 WEST PEACHTREE STREET NW-ROOM | ATLANTA | GA | 30308 | N/A | SO | ENHANCE AND ADVANCE KEEN MISSION | $25,000 | 4428 | |||||
| GORDON COLLEGE | |||||||||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | N/A | PC | IMPLEMENT APDP | $114,000 | ||||||
| GPS EDUCATION PARTNERS INC | |||||||||||||
| 20633 WATERTOWN CT SUITE 202 | BROOKFIELD | WI | 53186 | N/A | PC | OPERATING EXPENSES | $25,000 | ||||||
| GRACE SCHOOLS | |||||||||||||
| 200 SEMINARY DR | WINONA LAKE | IN | 46590 | N/A | PC | IMPLEMENT APDP | $102,500 | ||||||
| GRAND CANYON UNIVERSITY | |||||||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | N/A | PC | IMPLEMENT APDP | $540,000 | ||||||
| GREATHEARTS FOUNDATION | |||||||||||||
| 4801 EAST WASHINGTON ST STE 250 | PHOENIX | AZ | 85034 | N/A | SO | SUPPORT THE VIRTUE LEADERSHIP PROGRAM | $672,444 | ||||||
| HOPE INSTITUTE | |||||||||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | N/A | PC | ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY | $270,000 | ||||||
| HYDE PARK INSTITUTE | |||||||||||||
| 1407 E 60THSTREET | CHICAGO | IL | 60637 | N/A | PC | SUPPORT OF SCHOLARS IN ETHICS AND MEDICINE, CHICAGO MORAL PHIL PROJ., VIRTUE AND THE GOOD LIFE | $200,000 | ||||||
| IN MEDIAS RES | |||||||||||||
| PO BOX 400816 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | SUPPORT A POSTDOCTORAL FELLOW AT THE ADVANCED STUDIES IN CULTURE FOUNDATION AT UVA | $150,000 | ||||||
| INDIANA UNIVERSITY | |||||||||||||
| 107 S INDIANA AVENUE | BLOOMINGTON | IN | 47405 | N/A | GOV | EVALUATION OF FACULTY DEVELOPMENT | $300,000 | ||||||
| INDIANA WESLEYAN UNIVERSITY | |||||||||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | N/A | PC | GROW APDP | $26,500 | ||||||
| INSTITUTE FOR JUSTICE | |||||||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | N/A | PC | OPERATING EXPENSES | $500,000 | ||||||
| JAMES MADISON UNIVERSITY FOUNDATION INC | |||||||||||||
| 1320 S MAIN STREET | HARRISONBURG | VA | 22807 | N/A | PC | DEVELOP AND ENHANCE EM STUDENT EXPERIENCES | $151,180 | ||||||
| JOHN JAY INSTITUTE FOR FAITH SOCIETY AND LAW INC | |||||||||||||
| PO BOX 28221 | PHILADELPHIA | PA | 19131 | N/A | PC | SCHOLAR SUPPORT | $50,000 | ||||||
| LATIN AMERICAN BIBLE INSTITUTE COLLEGE | |||||||||||||
| 14209 E LOMITAS | LA PUENTE | CA | 91746 | N/A | PC | IMPLEMENT APDP | $125,000 | ||||||
| LAWRENCE TECHNOLOGICAL UNIVERSITY | |||||||||||||
| 21000 WEST TEN MILE ROAD | SOUTHFIELD | MI | 48075 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| LEGATUM INSTITUTE FOUNDATION | |||||||||||||
| N/A | PC | FORUM US PILOT | $100,000 | 11 CHARLES STREET | LONDON | LONDON | UK | W1J 5DW | |||||
| LIBERTAS SCHOOL | |||||||||||||
| 3777 EDENBURG DR | MEMPHIS | TN | 38127 | N/A | PC | SUPPORT THE EXPANSION OF THE LMTR PROGRAM | $150,000 | ||||||
| LIPSCOMB UNIVERSITY | |||||||||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | N/A | PC | INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM | $500,000 | ||||||
| LUTHERAN URBAN MISSION INITIATIVE INC | |||||||||||||
| 8242 N GRANVILLE RD | MILWAUKEE | WI | 53224 | N/A | PC | OPERATING EXPENSES | $25,000 | ||||||
| MARQUETTE UNIVERSITY | |||||||||||||
| 1250 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | N/A | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $240,000 | ||||||
| MIDWESTERN BAPTIST THEOLOGICAL SEMINARY INC | |||||||||||||
| 5001 N OAK TRAFFICWAY | KANSAS CITY | MO | 64118 | N/A | PC | GROW APDP | $123,000 | ||||||
| MILWAUKEE RESCUE MISSION | |||||||||||||
| 830 NORTH 19TH STREET | MILWAUKEE | WI | 53233 | N/A | PC | OPERATING EXPENSES | $25,000 | ||||||
| MILWAUKEE SCHOOL OF ENGINEERING | |||||||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 52303 | N/A | PC | CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; RESIDENCE HALL EXPANSION; EM FACULTY DEVELOPMENT TRAINING | $5,610,000 | ||||||
| MISSION TO NORTH AMERICA | |||||||||||||
| PO BOX 890233 | CHARLOTTE | NC | 28289 | N/A | PC | OPERATING EXPENSES | $25,000 | ||||||
| MONTANA STATE UNIVERSITY | |||||||||||||
| 201 MONTANA HALL PO BOX 172440 | BOZEMAN | MT | 59717 | N/A | GOV | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| MONTROSE FOUNDATION INC | |||||||||||||
| 29 NORTH STREET | MEDFIELD | MA | 02052 | N/A | PC | SUPPORT PRACTICAL WISDOM PROTOCOLS | $150,000 | ||||||
| MTF FUND | |||||||||||||
| 10901 LOWELL AVE SUITE 130 | OVERLAND PARK | KS | 66210 | N/A | SO | SUPPORT THE GROWTH AND IMPACT OF MTF | $5,496,047 | ||||||
| NATIONAL COLLEGIATE INVENTORS & INNOVATORS ALLIANCE | |||||||||||||
| 100 VENTURE WAY | HADLEY | MA | 01035 | N/A | PC | SUPPORT EM AND SUSTAINABILITY FACULTY DEVELOPMENT WORKSHOPS | $119,500 | ||||||
| NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING | |||||||||||||
| 1801 WEST END AVENUE SUITE 920 | NASHVILLE | TN | 37203 | N/A | PC | ACCELERATING CHARACTER EDUCATION FOR LEADERS | $1,226,867 | ||||||
| NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY | |||||||||||||
| 3939 GENTILLY BLVD | NEW ORLEANS | LA | 70126 | N/A | PC | IMPLEMENT APDP | $90,000 | ||||||
| NORTH AMERICAN BAPTIST SEMINARY AKA SIOUX FALLS SEMINARY | |||||||||||||
| 2100 SOUTH SUMMIT AVENUE | SIOUX FALLS | SD | 57105 | N/A | PC | IMPLEMENT APDP | $65,000 | ||||||
| NORTH CENTRAL COLLEGE | |||||||||||||
| 30 NORTH BAINARD ST | NAPERVILLE | IL | 60540 | N/A | PC | CHARACTER EDUCATION PROJECT | $650,000 | ||||||
| NORTHERN BAPTIST THEOLOGICAL SEMINARY | |||||||||||||
| 410 WARRENVILLE RD | LISLE | IL | 60532 | N/A | PC | IMPLEMENT APDP | $99,117 | ||||||
| OHIO NORTHERN UNIVERSITY | |||||||||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | N/A | PC | INFUSE EM INTO PROGRAMMING; ADVANCE KEEN NETWORK | $260,000 | ||||||
| OHIO STATE UNIVERSITY FOUNDATION | |||||||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | N/A | PC | ENHANCE KEEN APPLICATION; INNOVATION FELLOWS | $541,700 | ||||||
| PALM BEACH ATLANTIC UNIVERSITY INC | |||||||||||||
| 901 S FLAGLER DR | WEST PALM BEACH | FL | 33401 | N/A | PC | GROW APDP | $111,000 | ||||||
| PARENT CHOICE INC | |||||||||||||
| 350 BISHOPS WAY SUITE 104 | BROOKFIELD | WI | 53005 | N/A | SO | OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE | $295,000 | ||||||
| PBS FOUNDATION | |||||||||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | N/A | SO | DEVELOPMENT OF KEN BURNS FILM; NATIONAL PBS KIDS CHARACTER EDUCATION AWARENESS CAMPAIGN; PBS KIDS CONTENT | $1,003,518 | ||||||
| PHILANTHROPY ROUNDTABLE | |||||||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | N/A | PC | OPERATING SUPPORT; SUPPORT FOR CONVENING ON PHILANTHROPY IN MEDICAL EDUCATION | $150,000 | ||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | N/A | PC | HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS | $783,866 | ||||||
| PROJECT LEAD THE WAY INC | |||||||||||||
| 3939 PRIORITY WAY SOUTH DRIVE SUITE | INDIANAPOLIS | IN | 46240 | N/A | PC | CURRICULUM MAP | $100,000 | 400 | |||||
| RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA | |||||||||||||
| 351 MCCORMICK RD BOX 400235 | CHARLOTTESVILLE | VA | 22904 | N/A | PC | EMBED CHARACTER FORMATION INTO UVA LAUNCHPAD | $150,000 | ||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | |||||||||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | N/A | PC | SUPPORT FOR THE GREATER GOOD SCIENCE CENTER | $250,000 | MC 6070 | |||||
| RELAY GRADUATE SCHOOL OF EDUCATION | |||||||||||||
| 25 BROADWAY 3RD FLOOR | NEW YORK | NY | 10004 | N/A | PC | EXPAND UPON PROGRAM OFFERINGS VIA THE EDUCATOR SUMMIT; REGIONAL LEADERSHIP SUPPORT | $624,082 | ||||||
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||||||||
| 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | N/A | PC | KEEN IMPLEMENTATION | $110,000 | ||||||
| ROSE-HULMAN INSTITUTE OF TECHNOLOGY | |||||||||||||
| 5500 WABASH AVENUE | TERRE HAUTE | IN | 47803 | N/A | PC | TOOLS/RESOURCES TO PROMOTE EM | $83,920 | ||||||
| ROWAN UNIVERSITY FOUNDATION INC | |||||||||||||
| 201 MULLICA HILL RD | GLASSBORO | NJ | 08028 | N/A | PC | EM DIRECT ASSESSMENT TOOL; KEEN IMPLEMENTATION | $142,180 | ||||||
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | |||||||||||||
| PO BOX 1889 | WAKE FOREST | NC | 27588 | N/A | PC | GROW APDP | $82,437 | ||||||
| ST MARY'S UNIVERSITY OF MINNESOTA | |||||||||||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | N/A | PC | SUPPORT THE INFUSION OF VIRTUE ETHICS CHARACTER INTO THE EDUCATION SPECIALIST CURRICULUM | $668,960 | ||||||
| ST AUGUSTINE PREPARATORY ACADEMY INC | |||||||||||||
| 2607 S 5TH STREET | MILWAUKEE | WI | 53207 | N/A | PC | OPERATING EXPENSES | $25,000 | ||||||
| ST LOUIS UNIVERSITY | |||||||||||||
| 221 N GRAND BLVD | ST LOUIS | MO | 63103 | N/A | PC | EM IN CORE SCIENCE/MATH PROGRAMMING | $180,000 | ||||||
| TEACH FOR AMERICA INC | |||||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | SUPPORT SUMMER INSTITUTE; INFUSE CHARACTER INTO PROGRAMMING | $850,000 | ||||||
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | |||||||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| THE CEDARVILLE UNIVERSITY | |||||||||||||
| 251 N MAIN STREET | CEDARVILLE | OH | 45314 | N/A | PC | GROW APDP | $83,000 | ||||||
| THE GOSPEL COALITION INC | |||||||||||||
| 2065 HALF DAY RD | DEERFIELD | IL | 60015 | N/A | PC | SUPPORT FWE CONTENT | $200,000 | ||||||
| THE MEDICAL COLLEGE OF WISCONSIN INC | |||||||||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | N/A | PC | KERN INSTITUTE - MCW - NATIONAL TRANSFORMATION NETWORK | $3,450,000 | ||||||
| THE UNIVERSITY OF TENNESSEE FOUNDATION INC | |||||||||||||
| 1525 UNIVERSITY AVENUE | KNOXVILLE | TN | 37921 | N/A | PC | INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP | $183,282 | ||||||
| TRINITY BIBLE COLLEGE INC | |||||||||||||
| 50 SIXTH AVE S | ELLENDALE | ND | 58436 | N/A | PC | IMPLEMENT APDP | $100,000 | ||||||
| TRINITY INTERNATIONAL UNIVERSITY | |||||||||||||
| 2065 HALF DAY RD | DEERFIELD | IL | 60015 | N/A | PC | OIKONOMIA NETWORK SUPPORT | $570,000 | ||||||
| TRUSTEES OF BOSTON UNIVERSITY | |||||||||||||
| ONE SILBER WAY | BOSTON | MA | 02215 | N/A | PC | NETWORK DEVELOPMENT | $236,270 | ||||||
| UNCOMMON SCHOOLS INC | |||||||||||||
| RHF 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | DEAN OF STUDENTS CURRICULUM | $130,000 | ||||||
| UNIVERSITY OF DAYTON | |||||||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | N/A | PC | CURRICULUM CREATION; PILOT FOR NETWORK DISSEMINATION | $200,000 | ||||||
| UNIVERSITY OF MISSOURI | |||||||||||||
| 201 EDUCATION ADMIN BLDG 7800 | ST LOUIS | MO | 63121 | N/A | GOV | PHD LEVEL CHARACTER DEVELOPMENT SCHOLAR; SUPPORT CHARACTER EDUCATION FOR K-12 LEADER | $1,615,549 | NATURAL BRIDGE RD | |||||
| UNIVERSITY OF NEW HAVEN | |||||||||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||||||||
| 148 ROSENAU HALL CB 7431 | CHAPEL HILL | NC | 27599 | N/A | PC | CONVENE EMERGING/NEW ENGINEERING PROGRAMS | $200,000 | ||||||
| UNIVERSITY OF NORTHERN IOWA FOUNDATION | |||||||||||||
| 213 EAST BARTLETT HALL | CEDAR FALLS | IA | 50614 | N/A | PC | ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION | $150,000 | ||||||
| UNIVERSITY OF PORTLAND | |||||||||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| UNIVERSITY OF SAN DIEGO | |||||||||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| UNIVERSITY OF ST THOMAS | |||||||||||||
| 2115 SUMMIT AVENUE | SAINT PAUL | MN | 55105 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| UNIVERSITY OF TENNESSEE | |||||||||||||
| 302 BAILEY EDUCATION COMPLEX 1126 | KNOXVILLE | TN | 37996 | N/A | GOV | PRINCIPAL DEVELOPMENT FOR RURAL LEADERS | $147,591 | VOLUNTEER BOULEVARD | |||||
| VALOR COLLEGIATE ACADEMIES | |||||||||||||
| 4527 NOLENSVILLE PIKE | NASHVILLE | TN | 37211 | N/A | PC | CODIFICATION & IMPLEMENTATION OF COMPASS CURRICULA | $280,000 | ||||||
| VANDERBILT UNIVERSITY | |||||||||||||
| 110 MAGNOLIA CIRCLE | NASHVILLE | TN | 37203 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| VILLANOVA UNIVERSITY | |||||||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| WAKE FOREST UNIVERSITY | |||||||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | N/A | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $320,000 | ||||||
| WARTBURG COLLEGE | |||||||||||||
| 100 WARTBURG COLLEGE | WAVERLY | IA | 50677 | N/A | PC | IMPLEMENT APDP | $130,000 | ||||||
| WESTERN NEW ENGLAND UNIVERSITY | |||||||||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| WGU ADVANCEMENT | |||||||||||||
| 4001 S 700 EAST 700 | SALT LAKE CITY | UT | 84107 | N/A | SO | SUPPORT THE DEVELOPMENT OF CHARACTER-FOCUSED PROGRAMMING FOR EDUCATIONAL LEADERS AND TEACHERS | $1,275,705 | ||||||
| WHEATON COLLEGE | |||||||||||||
| 501 COLLEGE AVENUE | WHEATON | IL | 60188 | N/A | PC | FWE PROGRAMMING | $100,000 | ||||||
| WICHITA STATE UNIVERSITY | |||||||||||||
| 1845 FAIRMOUNT ST | WICHITA | KS | 67260 | N/A | GOV | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| WILLIAM JESSUP UNIVERSITY | |||||||||||||
| 2121 UNIVERSITY AVENUE | ROCKLIN | CA | 95765 | N/A | PC | IMPLEMENT APDP | $133,120 | ||||||
| WINDRIDER INSTITUTE INC | |||||||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | N/A | POF | CONTENT CREATION | $151,000 | ||||||
| WISCONSIN INSTITUTE FOR LAW & LIBERTY INC | |||||||||||||
| 330 E KILBOURN SUITE 725 | MILWAUKEE | WI | 53202 | N/A | PC | OPERATING EXPENSES | $695,000 | ||||||
| WORCESTER POLYTECHNIC INSTITUTE | |||||||||||||
| 100 INSTITUTE ROAD WASHBURN 216 C | WORCESTER | MA | 01609 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,070,664 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (55 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY | |||||||||||||
| 300 E UNIVERSITY DR | TEMPE | AZ | 85281 | N/A | PC | EMBEDDING EM INSTITUTIONALLY; THRIVECAST PROGRAMMING; ADVANCING CHARACTER EDUCATION | $800,000 | ||||||
| ASSEMBLIES OF GOD THEOLOGICAL SEMINARY | |||||||||||||
| 1435 NORTH GLENSTONE AVENUE | SPRINGFIELD | MO | 65802 | N/A | PC | GROW APDP | $355,000 | ||||||
| AUGSBURG UNIVERSITY | |||||||||||||
| 2211 RIVERSIDE AVE | MINNEAPOLIS | MN | 55454 | N/A | PC | IMPLEMENT APDP | $229,454 | ||||||
| AZUSA PACIFIC UNIVERSITY | |||||||||||||
| PO BOX 7000 901 E ALOSTA AVENUE | AZUSA | CA | 91702 | N/A | PC | GROW APDP | $405,833 | ||||||
| BIOLA UNIVERSITY INC | |||||||||||||
| 13800 BIOLA AVE | LA MIRADA | CA | 90639 | N/A | PC | GROW APDP | $585,112 | ||||||
| BOARD OF TRUSTEES FOR THE UNIVERSITY OF ALABAMA | |||||||||||||
| PO BOX 870142 | TUSCALOOSA | AL | 35487 | N/A | PC | SUPPORT THE INFUSION OF CHARACTER EDUCATION INTO EXTERNAL PROGRAMMING | $1,586,846 | ||||||
| BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC | |||||||||||||
| 575 MADISON AVE STE 1006 | NEW YORK | NY | 10022 | N/A | PC | CHARACTER INITIATIVE; DEVELOPMENT OF CHARACTER VIRTUES | $1,507,420 | ||||||
| CALIFORNIA BAPTIST UNIVERSITY | |||||||||||||
| 8432 MAGNOLIA AVE | RIVERSIDE | CA | 92504 | N/A | PC | IMPLEMENT APDP | $384,000 | ||||||
| CENTER FOR URBAN TEACHING INC | |||||||||||||
| 2600 W WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | N/A | PC | SUPPORT LEADERSHIP DEVELOPMENT PROGRAM | $360,000 | ||||||
| CONCORDIA COLLEGE AT BRONXVILLE | |||||||||||||
| 171 WHITE PLAINS RD | BRONXVILLE | NY | 10708 | N/A | PC | IMPLEMENT APDP | $45,137 | ||||||
| CONCORDIA UNIVERSITY | |||||||||||||
| 1530 CONCORDIA WEST | IRVINE | CA | 92612 | N/A | PC | IMPLEMENT APDP | $239,000 | ||||||
| CROWN COLLEGE | |||||||||||||
| 8700 COLLEGE VIEW DRIVE | ST BONIFACIUS | MN | 55375 | N/A | PC | GROW APDP | $200,000 | ||||||
| DUKE UNIVERSITY | |||||||||||||
| 146 LANGFORD BUILDING PO BOX 90968 | DURHAM | NC | 27708 | N/A | PC | IMPLEMENT APDP; STUDENT DESIGN PROJECTS | $2,195,000 | ||||||
| EMMANUEL EVANGELICAL LUTHERAN CHURCH | |||||||||||||
| 777 MOORING LINE DR | NAPLES | FL | 34102 | N/A | PC | IMPLEMENT APDP | $239,000 | ||||||
| ERSKINE COLLEGE | |||||||||||||
| 2 WASHINGTON ST | DUE WEST | SC | 29639 | N/A | PC | IMPLEMENT APDP | $292,800 | ||||||
| FLORIDA INSTITUTE OF TECHNOLOGY INC | |||||||||||||
| 150 WEST UNIVERSITY BOULEVARD | MELBOURNE | FL | 32901 | N/A | PC | ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING; TOOLS FOR "PROTOTYPING WITH A PURPOSE" | $145,000 | ||||||
| GORDON COLLEGE | |||||||||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | N/A | PC | IMPLEMENT APDP | $456,000 | ||||||
| GRACE SCHOOLS | |||||||||||||
| 200 SEMINARY DR | WINONA LAKE | IN | 46590 | N/A | PC | IMPLEMENT APDP | $205,000 | ||||||
| GRAND CANYON UNIVERSITY | |||||||||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | N/A | PC | IMPLEMENT APDP | $2,160,000 | ||||||
| GREATHEARTS FOUNDATION | |||||||||||||
| 4801 EAST WASHINGTON ST STE 250 | PHOENIX | AZ | 85034 | N/A | SO | SUPPORT THE VIRTUE LEADERSHIP PROGRAM | $898,218 | ||||||
| HOPE INSTITUTE | |||||||||||||
| 800 LAKESHORE DRIVE | BIRMINGHAM | AL | 35229 | N/A | PC | ENHANCE AND EXPAND HOPE LEADERSHIP ACADEMY | $390,000 | ||||||
| INDIANA WESLEYAN UNIVERSITY | |||||||||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | N/A | PC | GROW APDP | $1,609,500 | ||||||
| LATIN AMERICAN BIBLE INSTITUTE COLLEGE | |||||||||||||
| 14209 E LOMITAS | LA PUENTE | CA | 91746 | N/A | PC | IMPLEMENT APDP | $124,000 | ||||||
| LEGATUM INSTITUTE FOUNDATION | |||||||||||||
| N/A | PC | FORUM US PILOT | $100,000 | 11 CHARLES STREET | LONDON | LONDON | UK | W1J 5DW | |||||
| LIPSCOMB UNIVERSITY | |||||||||||||
| ONE UNIVERSITY PARK DRIVE | NASHVILLE | TN | 37204 | N/A | PC | INFUSE CHARACTER IN PRINCIPAL LEADERSHIP PROGRAM | $991,970 | ||||||
| MIDWESTERN BAPTIST THEOLOGICAL SEMINARY INC | |||||||||||||
| 5001 N OAK TRAFFICWAY | KANSAS CITY | MO | 64118 | N/A | PC | GROW APDP | $77,000 | ||||||
| MILWAUKEE SCHOOL OF ENGINEERING | |||||||||||||
| 1025 NORTH BROADWAY | MILWAUKEE | WI | 52303 | N/A | PC | CREATE INSTITUTE FORMATION; KERN SCHOLARSHIP FUND; MBA ED LEADERSHIP PROGRAM; RESIDENCE HALL EXPANSION; EM FACULTY DEVELOPMENT TRAINING | $550,000 | ||||||
| NATIONAL INSTITUTE FOR EXCELLENCE IN TEACHING | |||||||||||||
| 1801 WEST END AVENUE SUITE 920 | NASHVILLE | TN | 37203 | N/A | PC | ACCELERATING CHARACTER EDUCATION FOR LEADERS | $620,122 | ||||||
| NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY | |||||||||||||
| 3939 GENTILLY BLVD | NEW ORLEANS | LA | 70126 | N/A | PC | IMPLEMENT APDP | $216,500 | ||||||
| NORTH AMERICAN BAPTIST SEMINARY AKA SIOUX FALLS SEMINARY | |||||||||||||
| 2100 SOUTH SUMMIT AVENUE | SIOUX FALLS | SD | 57105 | N/A | PC | IMPLEMENT APDP | $195,000 | ||||||
| NORTH CENTRAL COLLEGE | |||||||||||||
| 30 NORTH BAINARD ST | NAPERVILLE | IL | 60540 | N/A | PC | CHARACTER EDUCATION PROJECT | $1,279,523 | ||||||
| NORTHERN BAPTIST THEOLOGICAL SEMINARY | |||||||||||||
| 410 WARRENVILLE RD | LISLE | IL | 60532 | N/A | PC | IMPLEMENT APDP | $198,234 | ||||||
| OHIO NORTHERN UNIVERSITY | |||||||||||||
| 525 SOUTH MAIN STREET | ADA | OH | 45810 | N/A | PC | INFUSE EM INTO PROGRAMMING; ADVANCE KEEN NETWORK | $250,000 | ||||||
| PALM BEACH ATLANTIC UNIVERSITY INC | |||||||||||||
| 901 S FLAGLER DR | WEST PALM BEACH | FL | 33401 | N/A | PC | GROW APDP | $333,000 | ||||||
| PARENT CHOICE INC | |||||||||||||
| 350 BISHOPS WAY SUITE 104 | BROOKFIELD | WI | 53005 | N/A | SO | OPERATING EXPENSES; PROTECT/PROMOTE SCHOOL CHOICE | $250,000 | ||||||
| PBS FOUNDATION | |||||||||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | N/A | SO | DEVELOPMENT OF KEN BURNS FILM; NATIONAL PBS KIDS CHARACTER EDUCATION AWARENESS CAMPAIGN; PBS KIDS CONTENT | $3,003,518 | ||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | N/A | PC | HUMAN FLOURISHING PROGRAM CAPACITY; PILOT TO ADDRESS ETHICS AND CHARACTER ON CAMPUS | $1,133,037 | ||||||
| PROJECT LEAD THE WAY INC | |||||||||||||
| 3939 PRIORITY WAY SOUTH DRIVE SUITE | INDIANAPOLIS | IN | 46240 | N/A | PC | CURRICULUM MAP | $300,000 | 400 | |||||
| RELAY GRADUATE SCHOOL OF EDUCATION | |||||||||||||
| 25 BROADWAY 3RD FLOOR | NEW YORK | NY | 10004 | N/A | PC | EXPAND UPON PROGRAM OFFERINGS VIA THE EDUCATOR SUMMIT; REGIONAL LEADERSHIP SUPPORT | $1,248,164 | ||||||
| ROWAN UNIVERSITY FOUNDATION INC | |||||||||||||
| 201 MULLICA HILL RD | GLASSBORO | NJ | 08028 | N/A | PC | EM DIRECT ASSESSMENT TOOL; KEEN IMPLEMENTATION | $367,461 | ||||||
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | |||||||||||||
| PO BOX 1889 | WAKE FOREST | NC | 27588 | N/A | PC | GROW APDP | $82,437 | ||||||
| ST MARY'S UNIVERSITY OF MINNESOTA | |||||||||||||
| 700 TERRACE HEIGHTS | WINONA | MN | 55987 | N/A | PC | SUPPORT THE INFUSION OF VIRTUE ETHICS CHARACTER INTO THE EDUCATION SPECIALIST CURRICULUM | $675,183 | ||||||
| ST LOUIS UNIVERSITY | |||||||||||||
| 221 N GRAND BLVD | ST LOUIS | MO | 63103 | N/A | PC | EM IN CORE SCIENCE/MATH PROGRAMMING | $212,226 | ||||||
| THE CEDARVILLE UNIVERSITY | |||||||||||||
| 251 N MAIN STREET | CEDARVILLE | OH | 45314 | N/A | PC | GROW APDP | $255,000 | ||||||
| THE GOSPEL COALITION INC | |||||||||||||
| 2065 HALF DAY RD | DEERFIELD | IL | 60015 | N/A | PC | SUPPORT FWE CONTENT | $228,866 | ||||||
| THE UNIVERSITY OF TENNESSEE FOUNDATION INC | |||||||||||||
| 1525 UNIVERSITY AVENUE | KNOXVILLE | TN | 37921 | N/A | PC | INTEGRATE VEC WITHIN UTK'S CENTER FOR EDUCATIONAL LEADERSHIP | $307,595 | ||||||
| TRINITY INTERNATIONAL UNIVERSITY | |||||||||||||
| 2065 HALF DAY RD | DEERFIELD | IL | 60015 | N/A | PC | OIKONOMIA NETWORK SUPPORT | $180,000 | ||||||
| UNIVERSITY OF DAYTON | |||||||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | N/A | PC | CURRICULUM CREATION; PILOT FOR NETWORK DISSEMINATION | $450,000 | ||||||
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||||||||
| 148 ROSENAU HALL CB 7431 | CHAPEL HILL | NC | 27599 | N/A | PC | CONVENE EMERGING/NEW ENGINEERING PROGRAMS | $199,965 | ||||||
| UNIVERSITY OF NORTHERN IOWA FOUNDATION | |||||||||||||
| 213 EAST BARTLETT HALL | CEDAR FALLS | IA | 50614 | N/A | PC | ED LEADERSHIP PROGRAM; DEVELOP A STATE NETWORK FOR SCHOOL LEADERS; CHARACTER INTEGRATION | $88,940 | ||||||
| WAKE FOREST UNIVERSITY | |||||||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | N/A | PC | KEEN IMPLEMENTATION; ENTREPRENEURIAL MINDED FACULTY DEVELOPMENT TRAINING | $257,140 | ||||||
| WARTBURG COLLEGE | |||||||||||||
| 100 WARTBURG COLLEGE | WAVERLY | IA | 50677 | N/A | PC | IMPLEMENT APDP | $271,403 | ||||||
| WGU ADVANCEMENT | |||||||||||||
| 4001 S 700 EAST 700 | SALT LAKE CITY | UT | 84107 | N/A | SO | SUPPORT THE DEVELOPMENT OF CHARACTER-FOCUSED PROGRAMMING FOR EDUCATIONAL LEADERS AND TEACHERS | $3,542,915 | ||||||
| WILLIAM JESSUP UNIVERSITY | |||||||||||||
| 2121 UNIVERSITY AVENUE | ROCKLIN | CA | 95765 | N/A | PC | IMPLEMENT APDP | $169,036 | ||||||
| WINDRIDER INSTITUTE INC | |||||||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | N/A | POF | CONTENT CREATION | $259,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $33,705,555 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,990,683 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,756,095 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| PARTNERSHIP INCOME | 900099 | -$907,633 | 14 | $7,325,334 | |
| PRIOR YEAR GRANT REFUND | $315,944 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$907,633 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,072,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $315,944 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,480,423 | 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 | 11B | LineNumberTxt |
| Relationship Statement | PRIOR YEAR GRANT REFUND | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER TILLY | CategoryTxt |
| Amt | $34,955 | Amt |
| Net Investment Income | $17,478 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,477 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | GrantGrantAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARTER SCHOOL GROWTH FUND | |||||||||||
| 10901 W 120TH AVE SUITE 450 | BROOMFIELD | CO | 80021 | 2019-08-14 | GENERAL OPERATIONS | $1,989,028 | NONE | 4/30/21 | 2021-04-30 | NONE | |
| MTF FUND | |||||||||||
| 10901 LOWELL AVE SUITE 130 | OVERLAND PARK | KS | 66210 | 2019-05-03 | GENERAL OPERATIONS | $137,261 | NONE | VARIOUS | 2020-12-31 | NONE | |
| WINDRIDER INSTITUTE INC | |||||||||||
| PO BOX 1640 | EAGLE | ID | 83616 | 2020-12-31 | GENERAL OPERATIONS | $109,000 | NONE | VARIOUS | 2020-12-31 | NONE | $151,000 |
| AMERICAN SOCIETY OF ENGINEERING | |||||||||||
| 1818 N STREET NW SUITE 600 | WASHINGTON | DC | 20036 | 2020-05-21 | GENERAL OPERATIONS | $150,000 | NONE | 7/16/21 | 2021-07-16 | NONE | $150,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD ADVISORS | $29,118,656 | $29,118,656 |
| PACIFIC ASSET MANAGEMENT BANK | $32,346,479 | $32,346,479 |
| TCW EM DEBT | $20,029,842 | $20,029,842 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FMI INTERNATIONAL | $40,498,729 | $40,498,729 |
| FRED ALGER | $61,457,297 | $61,457,297 |
| OFI GLOBAL | $40,293,263 | $40,293,263 |
| VANGUARD S&P 500 INDEX | $64,895,946 | $64,895,946 |
| VANGUARD RUSSELL 2000 GROWTH | $12,125,405 | $12,125,405 |
| ACADIAN ASSET MANAGEMENT | $32,457,847 | $32,457,847 |
| EUROPEAN GROWTH FUND | $38,574,130 | $38,574,130 |
| FIDUCIARY MANAGEMENT | $58,728,531 | $58,728,531 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABERDEEN PRIVATE EQUITY | AT COST | $49,494,626 | $49,494,626 |
| ANGELO GORDON ENERGY | AT COST | $544,662 | $544,662 |
| CLAIRION LION PROPERTIES FUND | AT COST | $23,661,462 | $23,661,462 |
| NIS | AT COST | $29,023,022 | $29,023,022 |
| PARAMETRIC | AT COST | $43,229,643 | $43,229,643 |
| PINEHURST INSTITUTIONAL LTD | AT COST | $26,050,462 | $26,050,462 |
| PORTFOLIO ADVISORS | AT COST | $3,449,598 | $3,449,598 |
| PRISA III | AT COST | $29,955,741 | $29,955,741 |
| PRUDENTIAL CAPITAL PARTNERS | AT COST | $26,242,947 | $26,242,947 |
| RREEF INSTITUTIONAL | AT COST | $17,818,183 | $17,818,183 |
| SUMMIT PARTNERS CREDIT | AT COST | $20,617,428 | $20,617,428 |
| CRESCENT PRIVATE CREDIT PARTNERS | AT COST | $8,700,397 | $8,700,397 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | QUARLES & BRADY | CategoryTxt |
| Legal Fees | $23,861 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,057 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE CHARGES | $5,513 | $0 | $0 | $5,513 |
| COMPUTER TECHNOLOGY | $63,029 | $0 | $0 | $63,029 |
| DUES & SUBSCRIPTIONS | $12,710 | $0 | $0 | $12,710 |
| FURNITURE | $182 | $0 | $0 | $182 |
| RECRUITMENT EXPENSES | $0 | $0 | $0 | $0 |
| MEMORIALS/MISC | -$2,944 | $0 | $0 | -$2,944 |
| OFFICE SUPPLIES | $15,966 | $0 | $0 | $15,966 |
| POSTAGE & DELIVERY | $487 | $0 | $0 | $487 |
| KEEN DIGITAL ENGAGEMENT PLATFORM (DCA) | $2,373,322 | $0 | $0 | $2,373,322 |
| KEEN FACULTY DEVELOPMENT (DCA) | $454,530 | $0 | $0 | $454,530 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $6,417,701 | $7,325,334 | $6,417,701 |
| PRIOR YEAR GRANT REFUND | $315,944 | $315,944 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY UNREALIZED GAIN | Desc |
| Amt | $23,540,597 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (29 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AARON JAGDFELD - INVESTMENT CONSULTING | $3,000 | $3,000 | $0 | $0 |
| ACADIAN - INVESTMENT ADVISORY SERVICES | $111,760 | $111,760 | $0 | $0 |
| BANK OF AMERICA - CUSTODY SERVICES | $41,718 | $41,718 | $0 | $0 |
| BETTER PARTNERS, LLC - CONSULTING | $14,663 | $0 | $0 | $0 |
| CARION LION - INVESTMENT ADVISORY SERVICES | $240,842 | $240,842 | $0 | $0 |
| FIDUCIARY MANAGEMENT - INVESTMENT ADVISORY SERVICES | $253,588 | $253,588 | $0 | $0 |
| FRED ALGER - INVESTMENT ADVISORY SERVICES | $389,839 | $389,839 | $0 | $0 |
| GARY LATO - INVESTMENT CONSULTING | $3,000 | $3,000 | $0 | $0 |
| JP MORGAN - INVESTMENT ADVISORY SERVICES | $0 | $0 | $0 | $0 |
| MARQUETTE ASSOCIATES - INVESTMENT ADVISORY SERVICES | $137,000 | $137,000 | $0 | $0 |
| NIS - INVESTMENT ADVISORY SERVICES | $313,426 | $313,426 | $0 | $0 |
| OFI GLOBAL - INVESTMENT ADVISORY SERVICES | $307,687 | $307,687 | $0 | $0 |
| PARAMETRIC - INVESTMENT ADVISORY SERVICES | $126,655 | $126,655 | $0 | $0 |
| PRISA III - INVESTMENT ADVISORY SERVICES | $670,654 | $670,654 | $0 | $0 |
| - INVESTMENT ADVISORY SERVICES | $473,645 | $473,645 | $0 | $0 |
| GERALD DIMSDALE - CONSULTING | $24,463 | $0 | $0 | $24,463 |
| RREEF - INVESTMENT ADVISORY SERVICES | $200,136 | $200,136 | $0 | $0 |
| WISDOM FOR GOOD - CONSULTING | $95,095 | $0 | $0 | $95,095 |
| BAKER TILLY VIRCHOW KRAUSE, LLP - CONSULTING | $58,005 | $0 | $0 | $58,005 |
| WARREN PIERSON - INVESTMENT CONSULTING | $2,500 | $2,500 | $0 | $0 |
| PEOPLEFIRST HR SOLUTIONS INC. - CONSULTING | $2,975 | $0 | $0 | $2,975 |
| MARK NAGURKA - CONSULTING | $42 | $0 | $0 | $42 |
| GEOFFREY HSU - CONSULTING | $757 | $0 | $0 | $757 |
| MADE TO FLOURISH (MTF) - CONSULTING | $4,200 | $0 | $0 | $4,200 |
| JASON HILES - CONSULTING | $1,588 | $0 | $0 | $1,588 |
| MICHAEL STRAIN - CONSULTING | $35,000 | $0 | $0 | $35,000 |
| THOMAS KEPPELER - CONSULTING | $47,215 | $0 | $0 | $47,215 |
| RICHARD REEVES - CONSULTING | $35,000 | $0 | $0 | $35,000 |
| EDDY SHIGLEY - CONSULTING | $20,373 | $0 | $0 | $20,373 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX PAYMENT | $344,333 | $0 | $0 | $0 |
| STATE INCOME TAX PAYMENT | $18,347 | $0 | $0 | $0 |