The Bay and Paul Foundations Inc: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- The Bay and Paul Foundations Inc (EIN 13-1991717)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-16
- IRS object ID
- 202113209349101116
- 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
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2021-11-16T13:57:00-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Disaster Relief | New York-Hurricane Ida | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131991717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bay and Paul Foundations Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE BAY AND PAUL FOUNDATIONS | InCareOfNm |
| Business Name Control | BAYA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN REZNICK | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARILYN | PersonFirstNm |
| Person Last | REZNICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,107,272 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20,155 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,155 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $625,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $625,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,097,844 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,604,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,097,844 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $101,238 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $101,238 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,844,277 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,844,277 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,215 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,285 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $264,387 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,219 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $377,246 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $93,996 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,064 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,932 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,902 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,902 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $277,461 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,511 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $88,476 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,402 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $36,342 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,817 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,525 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,521 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,278 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,243 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $199 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $10 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $189 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $193,673 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,092 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126,682 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $987,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $329,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $777,980 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,870,449 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,865,599 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,858,206 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $329,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,643,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,013,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,514,969 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,757,568 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,802,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,802,397 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $108,393 | AcctRcvblAmt |
| Acct Rcvbl BOY | $148,620 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $108,393 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $108,393 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $300,833 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $108,402 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $108,402 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $11,833,323 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,227,635 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,227,635 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,315,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,991,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,991,973 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,382,182 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,863,597 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,863,597 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,060,067 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $6,875 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,875 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,875 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,805,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,107,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,107,272 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $222,331 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,053 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,593,450 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,598,300 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $77,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,892,781 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,664,353 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $51,912,386 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,442,919 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,912,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,442,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,805,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,107,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,912,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,013,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,238 | OtherIncreasesAmt |
| Subtotal | $47,909,695 | SubtotalAmt |
| Other Decreases | $4,466,776 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,442,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $32,314,438 | $28,601,099 | $3,713,339 | $3,713,339 | |||
| Passthrough K1 Capital Gain/(Loss) | $1,523,097 | ||||||
| GENERATION IM ASIA FUND, L.P | $1,933,770 | $1,381,342 | $552,428 | $552,428 | P | 2017-08-15 | 2020-10-20 |
| GENERATION IM GLOBAL EQ FUND LLC | $7,197,302 | $7,749,732 | -$552,430 | -$552,430 | P | 2018-01-02 | 2020-10-01 |
| RESPONSIBLE EMERGING MARKETS EQUITY ESG FUND | $1,158,818 | $1,297,408 | -$138,590 | -$138,590 | P | 2017-07-31 | 2020-05-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,097,844 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,658 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $76,658 | SubtotalAmt |
| Tax Based On Investment Income | $76,658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,160 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $79,460 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $141 | EsPenaltyAmt |
| Overpayment | $2,661 | OverpaymentAmt |
| Applied To ES Tax | $2,661 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.bayandpaulfoundations.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAY AND PAUL FOUNDATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 COURT STREET BOX 187 | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Rebecca Adamson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $10,100 | $0 | $0 |
| David Bury | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Chair | 2.0 | $9,600 | $0 | $0 |
| Kenneth D Hurwitz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 2.0 | $8,900 | $0 | $0 |
| Marilyn Reznick | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Chair | 2.0 | $9,900 | $0 | $0 |
| William E Terry | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $8,000 | $0 | $0 |
| Corinne Steel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 2.0 | $2,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Ms Gail Stone | |||||||
| 911 Panorama Trail S | Rochester | NY | 146250397 | CORP COUNS/EXEC DIR | 35.0 | $149,139 | $29,409 |
| Mr Khalif Williams | |||||||
| 911 Panorama Trail S | Rochester | NY | 146250397 | Program Director | 32.0 | $115,248 | $21,321 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RBC Wealth Management | |||||
| 1211 6th ave 3300 | NEW YORK | NY | 10036 | Investment Mgmt | $194,757 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $96,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,457,592 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,773,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,500,026 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,731,535 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,731,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $745,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,985,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,449,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,449,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,658 | TotalTaxAmt |
| Distributable Before Adj | $2,372,620 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,238 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,383,858 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,383,858 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,643,579 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,643,579 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,643,579 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,383,858 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,605,120 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,411,232 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,168,088 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,331,619 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,847,779 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,363,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,643,579 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,383,858 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,259,721 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,623,559 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,605,120 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,018,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,411,232 | ExcessFromYear4Amt |
| Excess From Year3 | $2,168,088 | ExcessFromYear3Amt |
| Excess From Year2 | $3,331,619 | ExcessFromYear2Amt |
| Excess From Year1 | $3,847,779 | ExcessFromYear1Amt |
| Excess From Current Year | $7,259,721 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (183 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABENAKI CIRCLE OF COURAGE | ||||||||||||
| 65 CANADA ST STE RM 3 | SWANTON | VT | 05488 | N/A | PC | to purchase a van or bus to expand access and impact for Abenaki youth | $20,000 | |||||
| AFRO-LATIN JAZZ ALLIANCE OF NEW YORK INC | ||||||||||||
| 646 MALCOLM X BLVD NO 206 | NEW YORK | NY | 10037 | N/A | PC | ALJA Emergency Artists Fund | $10,000 | |||||
| ALL FUR ANIMALS RESCUE | ||||||||||||
| 32192 WILDERNESS FARMS RD | LOCUST GROVE | VA | 22508 | N/A | PC | General & Unrestricted | $10,000 | |||||
| ALL SOULS CHURCH | ||||||||||||
| 19 E 88TH ST | NEW YORK | NY | 10128 | N/A | PC | General Operating Support | $5,000 | |||||
| ALLIED MEDIA PROJECTS INC | ||||||||||||
| 4126 3RD ST | DETROIT | MI | 48201 | N/A | PC | Director Invites Project | $60,000 | |||||
| ALZHEIMERS DISEASE AND RELATED DISORDERS NEW YORK | ||||||||||||
| 360 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $500 | |||||
| ANTIOCH UNIVERSITY - DEVELOPMENT OFFICE | ||||||||||||
| 40 AVON ST | KEENE | NH | 03431 | N/A | PC | David Sobel Scholarship Fund | $5,000 | |||||
| ART IN THE NEIGHBORHOOD | ||||||||||||
| 62 W ST | BRATTLEBORO | VT | 05301 | N/A | PC | General & Unrestricted | $2,500 | |||||
| ASSOCIATION SHERPA | ||||||||||||
| N/A | PC | General & Unrestricted | $50,000 | 94 RUE SAINT LAZARE | PARIS | FR | 75009 | |||||
| BETHANY COLLEGE | ||||||||||||
| 31 E CAMPUS DR | BETHANY | WV | 26032 | N/A | PC | support Larry Grimes fund and operating support | $3,500 | |||||
| BIG PICTURE COMPANY INC | ||||||||||||
| 325 PUBLIC ST | PROVIDENCE | RI | 02905 | N/A | PC | Transforming PreK-12 Learning Practices in Vermont | $50,000 | |||||
| BIG PICTURE COMPANY INC | ||||||||||||
| 325 PUBLIC ST | PROVIDENCE | RI | 02905 | N/A | PC | Program Support | $50,000 | |||||
| BLACK PUBLIC MEDIA INC | ||||||||||||
| 8 W 126TH ST STE 03D117 | NEW YORK | NY | 10027 | N/A | PC | COVID-19 Emergency Relief Fund (General Operating support) | $10,000 | |||||
| BLOOMAGAINBKLYN | ||||||||||||
| 495 HENRY ST STE 255 | BROOKLYN | NY | 11231 | N/A | PC | General & Unrestricted | $4,000 | |||||
| BLOOMINGDALE SCHOOL OF MUSIC INC | ||||||||||||
| 323 W 108TH ST | NEW YORK | NY | 10025 | N/A | PC | in support of student scholarships through the end of the fall 2020 session | $50,000 | |||||
| BLOOMINGDALE SCHOOL OF MUSIC INC | ||||||||||||
| 323 W 108TH ST | NEW YORK | NY | 10025 | N/A | PC | BSM Major Donor Program | $45,000 | |||||
| BOGGS EDUCATIONAL CENTER PROJECT TEAM | ||||||||||||
| 7600 GOETHE ST | DETROIT | MI | 48214 | N/A | PC | Community Teachers Program | $25,000 | |||||
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | General Operating Support | $10,000 | |||||
| BROOKLYN COLLEGE FOUNDATION INC | ||||||||||||
| 2900 BEDFORD AVE INGERSOLL HALL | BROOKLYN | NY | 11210 | N/A | PC | For the fund supporting the Corinne Steel Award for the Outstanding English Honors Thesis | $3,500 | |||||
| BROOKLYN COMMUNITY FOUNDATION | ||||||||||||
| 1000 DEAN ST STE 307 | BROOKLYN | NY | 11238 | N/A | PC | COVID-19 Response Fund | $10,000 | |||||
| BROOKLYN COMMUNITY FOUNDATION | ||||||||||||
| 1000 DEAN ST STE 307 | BROOKLYN | NY | 11238 | N/A | PC | COVID-19 Relief Fund | $50,000 | |||||
| BROOKLYN COMMUNITY FOUNDATION | ||||||||||||
| 1000 DEAN ST STE 307 | BROOKLYN | NY | 11238 | N/A | PC | For the COVID Response Fund | $750 | |||||
| BROOKLYN FILMSHOP INC | ||||||||||||
| 104 SULLIVAN ST 14 | NEW YORK | NY | 10012 | N/A | PC | In support of the Filmshop Exhibition | $1,500 | |||||
| BURLINGTON SCHOOLS FOUNDATION | ||||||||||||
| PO BOX 3307 | BURLINGTON | VT | 05408 | N/A | PC | Burlington City and Lake Semester Pilot Phase | $20,000 | |||||
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | N/A | PC | Wildfire Relief Fund | $50,000 | |||||
| CALVARY HOSPITAL INC | ||||||||||||
| 1740 EASTCHESTER RD | BRONX | NY | 10461 | N/A | PC | Hospice Care | $500 | |||||
| CALVERT IMPACT CAPITAL INC | ||||||||||||
| 7315 WISCONSIN AVE STE 1000W | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted (see attached General Explanation) | $1,194,699 | |||||
| CANDID | ||||||||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $8,000 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General Operating Support | $3,000 | |||||
| CENTER FOR REPRODUCTIVE RIGHTS INC | ||||||||||||
| 199 WATER ST 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CENTER FOR SUSTAINABLE SYSTEMS INC | ||||||||||||
| PO BOX 1345 | MONTPELIER | VT | 05601 | N/A | PC | Annual Programming | $5,000 | |||||
| CHANGING PERSPECTIVES INC | ||||||||||||
| PO BOX 694 | BRADFORD | VT | 05033 | N/A | PC | General & Unrestricted | $18,000 | |||||
| CHILDREN OF THE EARTH INC | ||||||||||||
| 26 BAYCREST DR | S BURLINGTON | VT | 05403 | N/A | PC | General Operating Support | $2,500 | |||||
| CINTOC | ||||||||||||
| 4528 VAN NESS ST NW | WASHINGTON | DC | 20016 | N/A | PC | General Operating Support | $7,000 | |||||
| CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGT | ||||||||||||
| 1101 K ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $20,000 | |||||
| CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGT | ||||||||||||
| 1101 K ST NW | WASHINGTON | DC | 20005 | N/A | PC | COVID-19 emergency grant, general operating support | $50,000 | |||||
| CITY HARVEST INC | ||||||||||||
| 6 EAST 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CLEMMONS FAMILY FARM | ||||||||||||
| 2213 GREENBUSH RD | CHARLOTTE | VT | 05445 | N/A | PC | Program Support for the Vermont African Diaspora Artists Project | $100,000 | |||||
| COALITION FOR GREEN CAPITAL | ||||||||||||
| 19 BAXTER LN | WEST ORANGE | NJ | 07052 | N/A | PC | General & Unrestricted | $200,000 | |||||
| COALITION OF SCHOOLS EDUCATING BOYS OF COLOR INC | ||||||||||||
| 255 MAIN ST 8TH FLOOR | CAMBRIDGE | MA | 02142 | N/A | PC | COSEBOC Supports Jackson Public Schools | $25,000 | |||||
| COALITION OF SCHOOLS EDUCATING BOYS OF COLOR INC | ||||||||||||
| 255 MAIN ST 8TH FLOOR | CAMBRIDGE | MA | 02142 | N/A | PC | General Operating Support | $50,000 | |||||
| COMMUNITY ENGAGEMENT LAB INC | ||||||||||||
| 41 SUMMER ST | MONTPELIER | VT | 05602 | N/A | PC | General Support | $50,000 | |||||
| COMMUNITY-WORD PROJECT INC | ||||||||||||
| 11 BROADWAY STE 508 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $50,000 | |||||
| CONFLICT AWARENESS PROJECT | ||||||||||||
| 14198 HARTS LN | BEAVERDAM | VA | 23015 | N/A | PC | Congo Pillage Project | $40,000 | |||||
| CSC REPERTORY LTD | ||||||||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | as atwo-year capacity-building grant to develop free, in-school education programs primarily for underserved Lower East Side youth in collaboration with Manhattan Youth, and a new family-friendly performance series for 5-10 year olds | $20,000 | |||||
| CSC REPERTORY LTD | ||||||||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | General Operating Support | $1,000 | |||||
| CSC REPERTORY LTD | ||||||||||||
| 136 E 13TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $11,000 | |||||
| DC CENTRAL KITCHEN INC | ||||||||||||
| 425 2ND ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,500 | |||||
| DIGITAL PROMISE GLOBAL | ||||||||||||
| 1001 CONNECTICUT AVE NW STE 935 | WASHINGTON | DC | 20036 | N/A | PC | COVID-19 Emergency Grant, General Operations | $100,000 | |||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $100,000 | |||||
| EARTHRIGHTS INTERNATIONAL INC | ||||||||||||
| 1612 K ST NW STE 800 | WASHINGTON | DC | 20006 | N/A | PC | Support ERI's work with the Protect the Protest task force | $20,000 | |||||
| EARTHRIGHTS INTERNATIONAL INC | ||||||||||||
| 1612 K ST NW STE 800 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $130,000 | |||||
| EARTHWALK VERMONT INC | ||||||||||||
| PO BOX 21 | PLAINFIELD | VT | 05667 | N/A | PC | Project Chrysalis - Planning a Decolonized Future for EarthWalk and N'Dakina | $15,000 | |||||
| EASTERN MICHIGAN UNIVERSITY FOUNDATION | ||||||||||||
| 850 W CROSS ST | YPSILANTI | MI | 48197 | N/A | PC | SEMIS | $25,000 | |||||
| EDUCATIONAL RESULTS PARTNERSHIP | ||||||||||||
| 428 J ST STE 320 | SACRAMENTO | CA | 95814 | N/A | PC | General Operating Support | $25,000 | |||||
| EG JUSTICE | ||||||||||||
| 103 MARIN DR | CHAPEL HILL | NC | 27516 | N/A | GOV | General Operating Support | $20,000 | |||||
| ENDANGERED SPECIES COALITION | ||||||||||||
| PO BOX 65195 | WASHINGTON | DC | 20035 | N/A | PC | COVID-19 Emergency Grant, General Operating Support | $40,000 | |||||
| ENDANGERED SPECIES COALITION | ||||||||||||
| PO BOX 65195 | WASHINGTON | DC | 20035 | N/A | PC | General & Unrestricted | $25,000 | |||||
| ENVIRONMENTAL LAW ALLIANCE WORLDWIDE | ||||||||||||
| 1412 PEARL ST | EUGENE | OR | 97401 | N/A | PC | General Operating Support | $25,000 | |||||
| FEMINIST PRESS INC | ||||||||||||
| 365 5TH AVE NO 5406 | NEW YORK | NY | 10016 | N/A | PC | General Operating Support | $5,000 | |||||
| FLOW OF HISTORY INC | ||||||||||||
| 729 UNION VILLAGE RD | NORWICH | VT | 05055 | N/A | PC | To continue professional development program for teachers: Using Inquiry to Inspire Civic Engagement | $15,000 | |||||
| FRACTURED ATLAS INC | ||||||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PC | support of new concert series and consider Q Concerts as an exemplary and worthy organization | $5,000 | |||||
| FRIENDS OF CZECH GREENWAYS INC | ||||||||||||
| 515 AVE I 1B | BROOKLYN | NY | 11230 | N/A | PC | Support Greenways programs and herb garden | $15,000 | |||||
| FRIENDS OF THE BRATTLEBORO MUSIC CENTER INC | ||||||||||||
| 72 BLANCHE MOYSE WAY | BRATTLEBORO | VT | 05301 | N/A | PC | General Operating Support/Capacity Building | $25,000 | |||||
| FRIENDS OF THE BRATTLEBORO MUSIC CENTER INC | ||||||||||||
| 72 BLANCHE MOYSE WAY | BRATTLEBORO | VT | 05301 | N/A | PC | to address copyright and related issues in connection with recording and materials related to Blanche Moyse's work and in furtherance of the creation of a digital, searchable, publicly available archive of that work to be housed at Brattleboro Music Center | $11,250 | |||||
| FRIENDS OF THE BRATTLEBORO MUSIC CENTER INC | ||||||||||||
| 72 BLANCHE MOYSE WAY | BRATTLEBORO | VT | 05301 | N/A | PC | to cover costs of moving property donated to BMC by the Foundation that is currently situated in the Foundation's Burlington office | $1,000 | |||||
| GATEWAYS MUSIC FESTIVAL INC | ||||||||||||
| 26 GIBBS ST | ROCHESTER | NY | 14604 | N/A | PC | General Operating Support | $20,000 | |||||
| GEDAKINA INC | ||||||||||||
| PO BOX 9061 | ESSEX | VT | 05451 | N/A | PC | COVID-19 emergency relief efforts | $50,000 | |||||
| GEDAKINA INC | ||||||||||||
| PO BOX 9061 | ESSEX | VT | 05451 | N/A | PC | to continue education staffing and work focused on indigenous education partnerships in Vermont and across northern New England | $45,000 | |||||
| GENERATOR INC | ||||||||||||
| 40 SEARS LN | BURLINGTON | VT | 05401 | N/A | PC | General Operating Support | $25,000 | |||||
| GINA GIBNEY DANCE INC | ||||||||||||
| 890 BROADWAY 5TH FL | NEW YORK | NY | 10003 | N/A | PC | Reflection, Research and Redesign initiative | $156,000 | |||||
| GINA GIBNEY DANCE INC | ||||||||||||
| 890 BROADWAY 5TH FL | NEW YORK | NY | 10003 | N/A | PC | Moving Toward Justice | $80,000 | |||||
| GLOBAL INVESTIGATIVE JOURNALISM NETWORK | ||||||||||||
| 9404 CROSBY RD | SILVER SPRING | MD | 20910 | N/A | PC | COVID-19 General Operating Support | $100,000 | |||||
| GOOD PEOPLE FUND INC | ||||||||||||
| 384 WYOMING AVE | MILLBURN | NJ | 07041 | N/A | PC | General Operating Support | $3,000 | |||||
| GOVERNORS INSTITUTES OF VERMONT | ||||||||||||
| 20 W CANAL ST STE C5 | WINOOSKI | VT | 05404 | N/A | PC | General & Unrestricted | $15,000 | |||||
| GREATER MANHATTAN COMMUNITY FOUNDATION | ||||||||||||
| PO BOX 1127 | MANHATTAN | KS | 66505 | N/A | PC | Wamego Community Foundation for Wamego United COVID-19 Disaster Relief Fund | $5,000 | |||||
| HARMONY PROJECT HUDSON INC | ||||||||||||
| C/O BFFA 1430 BROADWAY STE 1208 ST | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $10,000 | |||||
| HEIGHTS AND HILLS INC | ||||||||||||
| 81 WILLOUGHBY ST 302 | BROOKLYN | NY | 11201 | N/A | PC | General Operating Support | $2,000 | |||||
| HONG KONG FREE PRESS LIMITED | ||||||||||||
| N/A | PC | General Operating Support | $15,000 | 42 WONG CHUK HANG RD | ABERDEEN | HK | HONG KIONG ISLAND | |||||
| HONG KONG FREE PRESS LIMITED | ||||||||||||
| N/A | PC | General & Unrestricted | $90,000 | 42 WONG CHUK HANG RD | ABERDEEN | HK | HONG KIONG ISLAND | |||||
| HOUSE OF HOPE MINISTRY INC | ||||||||||||
| 2332 BEATTIES FORD RD | CHARLOTTE | NC | 28216 | N/A | PC | General Operating Support | $21,000 | |||||
| ICIVICS INC | ||||||||||||
| 1035 CAMBRIDGE ST STE 21B | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $750 | |||||
| IFETAYO CULTURAL ARTS ACADEMY INC | ||||||||||||
| 495 FLATBUSH AVE 2ND FLOOR | BROOKLYN | NY | 11225 | N/A | PC | COVID-19 Emergency Grant, General Operation Support | $25,000 | |||||
| INCLUSIVE ARTS VERMONT INC | ||||||||||||
| 21 CARMICHAEL ST STE 206 | ESSEX JUNCTION | VT | 05452 | N/A | PC | Program Support: Collaborative Integrated Arts Residencies | $7,500 | |||||
| INDIAN LAW RESOURCE CENTER | ||||||||||||
| 602 N EWING ST | HELENA | MT | 59601 | N/A | PC | COVID-19 Emergency Grant, General Operating Support | $75,000 | |||||
| INDIAN LAW RESOURCE CENTER | ||||||||||||
| 602 N EWING ST | HELENA | MT | 59601 | N/A | PC | for its work to assist indigenous peoples in Brazil in furthering an international campaign for the purposes of protecting their rights and protecting the Amazon forest | $85,000 | |||||
| INSTITUTE FOR DEMOCRATIC EDUCATION IN AMERICA | ||||||||||||
| 2008 W RIDGEWAY ST | JACKSON | MS | 39213 | N/A | PC | Jackson Public Schools Initiative | $150,000 | |||||
| INSTITUTE OF EAST-WEST MEDICINE | ||||||||||||
| 102 EAST 30 ST | NEW YORK | NY | 10016 | N/A | PC | in support of the online promotion of the Institute's book on low cost cancer treatments | $15,000 | |||||
| INTERNATIONAL CONSORTIUM OF INVESTIGATIVE JOURNALI | ||||||||||||
| 1710 RHODE ISLAND AVE NW 11TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $30,000 | |||||
| INTERNATIONAL INDIAN TREATY COUNCIL INC | ||||||||||||
| 2940 16TH ST STE 305 | SAN FRANCISCO | CA | 94103 | N/A | PC | COVID-19 Emergency Grant, General Operating Support | $40,000 | |||||
| INTERNATIONAL INDIAN TREATY COUNCIL INC | ||||||||||||
| 2940 16TH ST STE 305 | SAN FRANCISCO | CA | 94103 | N/A | PC | General Operating Support and Organizational Sustainability | $300,000 | |||||
| JAG PRODUCTIONS COMPANY | ||||||||||||
| PO BOX 354 | WHITE RIV JCT | VT | 05001 | N/A | PC | COVID Rapid Response Emergency Grant | $100,000 | |||||
| JAZZ AND CLASSICS FOR CHANGE INC | ||||||||||||
| 56 FERN HILL RD | GHENT | NY | 12075 | N/A | PC | Support of inaugural season concert series | $1,000 | |||||
| JOURNALISM DEVELOPMENT NETWORK INC | ||||||||||||
| 1220 L ST NW STE 100 | WASHINGTON | DC | 20005 | N/A | PC | Organized Crime and Corruption Reporting Project | $45,000 | |||||
| JOURNALISM DEVELOPMENT NETWORK INC | ||||||||||||
| 1220 L ST NW STE 100 | WASHINGTON | DC | 20005 | N/A | PC | COVID-19 emergency grant, general operating support | $30,000 | |||||
| JOY 2 LEARN FOUNDATION | ||||||||||||
| 1617 3RD AVE 286403 | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $25,000 | |||||
| JOY 2 LEARN FOUNDATION | ||||||||||||
| 1617 3RD AVE 286403 | NEW YORK | NY | 10128 | N/A | PC | General Operating Support | $20,000 | |||||
| KENMORE WEST ALUMNI FOUNDATION INC | ||||||||||||
| 33 HIGHLAND PKWY | BUFFALO | NY | 14223 | N/A | PC | Scholarship Fund | $2,500 | |||||
| KINGDOM COUNTY PRODUCTIONS | ||||||||||||
| 61 MAIN ST | DELHI | NY | 13753 | N/A | PC | project support for the creation and production of the Listen Up project | $20,000 | |||||
| LAKE CHAMPLAIN MARITIME MUSEUM AT BASIN HARBOR INC | ||||||||||||
| 4472 BASIN HARBOR RD | VERGENNES | VT | 05491 | N/A | PC | The Champlain Longboats Program | $5,000 | |||||
| LIVELIHOODS KNOWLEDGE EXCHANGE NETWORK INC | ||||||||||||
| 109 ROSEMONT GDN | LEXINGTON | KY | 40503 | N/A | PC | Indigenous Leadership in Climate Education project | $18,000 | |||||
| LOWER EAST SIDE TENEMENT MUSEUM | ||||||||||||
| 103 ORCHARD ST 4TH FL | NEW YORK | NY | 10002 | N/A | PC | The Tenement Museum's new marketing, development and communications capacity initiative | $375,000 | |||||
| MAPLE MICRODEVELOPMENT | ||||||||||||
| 2175 ONYX ST | EUGENE | OR | 97403 | N/A | PC | for the work in Chile | $50,000 | |||||
| MAPLE MICRODEVELOPMENT | ||||||||||||
| 2175 ONYX ST | EUGENE | OR | 97403 | N/A | PC | MAPLE Chile's preparation of Expression of Interest Letter | $7,500 | |||||
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | ||||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $7,000 | |||||
| MENTOR VERMONT INC | ||||||||||||
| 19 MARBLE AVE | BURLINGTON | VT | 05401 | N/A | PC | Vermont K-12 Mentoring Initiative | $10,000 | |||||
| MERCY SHIPS | ||||||||||||
| PO BOX 1930 | LINDALE | TX | 75771 | N/A | PC | General Operating Support | $5,000 | |||||
| MOUNT SINAI HOSPITAL | ||||||||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | Department of Urology: Research Fellowship in the name of Hans E. Shapira, M.D. | $500 | |||||
| MOUNT TREMPER ARTS INC | ||||||||||||
| 647 PLANK RD | MOUNT TREMPER | NY | 12457 | N/A | PC | support for the artists residency program | $1,000 | |||||
| NATIONAL CENTER FOR FAIR & OPEN TESTING INC | ||||||||||||
| 196 SPRING ST | ARLINGTON | MA | 02476 | N/A | PC | General Operations | $10,000 | |||||
| NATIONAL CONGRESS OF AMERICAN INDIANS | ||||||||||||
| 1516 P ST NW | WASHINGTON | DC | 20005 | N/A | PC | COVID-19 Emergency Grant, general operations | $100,000 | |||||
| NATIONAL FRAGILE X FOUNDATION | ||||||||||||
| 1861 INTERNATIONAL DR | MCLEAN | VA | 22102 | N/A | PC | General Operating Support | $1,000 | |||||
| NATIONAL PUBLIC EDUCATION SUPPORT FUND | ||||||||||||
| 1900 L ST NW STE 520 | WASHINGTON | DC | 20036 | N/A | SO I | Indigenous and Native American leaders in education | $13,000 | |||||
| NATIONAL PUBLIC EDUCATION SUPPORT FUND | ||||||||||||
| 1900 L ST NW STE 520 | WASHINGTON | DC | 20036 | N/A | SO I | Engagement Process towards Indigenous & Native American Leaders in Education Gathering | $13,000 | |||||
| NATIONAL PUBLIC EDUCATION SUPPORT FUND | ||||||||||||
| 1900 L ST NW STE 520 | WASHINGTON | DC | 20036 | N/A | SO I | Education Funder Strategy Group | $25,000 | |||||
| NATIVE AMERICAN RIGHTS FUND | ||||||||||||
| 1506 BROADWAY | BOULDER | CO | 80302 | N/A | PC | General Operating Support | $125,000 | |||||
| NEW ENGLAND YOUTH THEATER INC | ||||||||||||
| 100 FLAT ST | BRATTLEBORO | VT | 05301 | N/A | PC | General Operating Support | $5,000 | |||||
| NEW YORK UNIVERSITY - SCHOOL OF LAW | ||||||||||||
| 22 WASHINGTON SQ NORTH | NEW YORK | NY | 10011 | N/A | PC | Institute for Policy Integrity, COVID-19 Relief Plans | $100,000 | |||||
| NEW YORK UNIVERSITY - SCHOOL OF LAW | ||||||||||||
| 22 WASHINGTON SQ NORTH | NEW YORK | NY | 10011 | N/A | PC | Institute for Policy Integrity | $300,000 | |||||
| NEXT STAGE ARTS PROJECT INCORPORATED | ||||||||||||
| PO BOX 251 | PUTNEY | VT | 05346 | N/A | PC | General Operating Support | $10,000 | |||||
| NUESTRA ESCUELA INC | ||||||||||||
| 73 CALLE BETANCES | CAGUAS | PR | 00725 | N/A | PC | General & Unrestricted | $25,000 | |||||
| OUTRIGHT VERMONT | ||||||||||||
| PO BOX 5235 | BURLINGTON | VT | 05402 | N/A | PC | Education initiatives | $30,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $8,000 | |||||
| PLENTY INTERNATIONAL | ||||||||||||
| PO BOX 394 | SUMMERTOWN | TN | 38483 | N/A | PC | Support for summer camp program for inner city youth | $1,000 | |||||
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | ||||||||||||
| 700 EXCHANGE ST | MIDDLEBURY | VT | 05753 | N/A | PC | program support for What's the Story? The Vermont Young People Social Action Team (WTS VT) | $20,000 | |||||
| PROJECT EXPEDITE JUSTICE | ||||||||||||
| 74-5617 PAWAI PL 208A | KAILUA KONA | HI | 96740 | N/A | PC | General Operating Support | $150,000 | |||||
| QED FOUNDATION INC | ||||||||||||
| 105 STATE RTE 101A UNIT 1A | AMHERST | NH | 03031 | N/A | PC | expanding the Transformative Learning Collaborative | $30,000 | |||||
| QUEENS COMMUNITY HOUSE INC | ||||||||||||
| 10825 62ND DR | FOREST HILLS | NY | 11375 | N/A | PC | General Operating Support | $13,500 | |||||
| QUEENSBOROUGH COMMUNITY COLLEGE FUND INC | ||||||||||||
| 222-05 56TH AVE SUITE A-504 | BAYSIDE | NY | 11364 | N/A | PC | Performing Arts Center | $1,000 | |||||
| RAINFOREST FOUNDATION INC | ||||||||||||
| PO BOX 26908 | BROOKLYN | NY | 11202 | N/A | PC | General & Unrestricted | $50,000 | |||||
| RAMAZ SCHOOL | ||||||||||||
| 60 E 78TH ST | NEW YORK | NY | 10075 | N/A | PC | For the Scholarship Fund and Special Education Needs | $3,000 | |||||
| ROCK THE VOTE | ||||||||||||
| 1440 G ST NW | WASHINGTON | DC | 20005 | N/A | PC | General Operating Support | $125,000 | |||||
| ROOT SOCIAL JUSTICE CENTER INC | ||||||||||||
| 28 WILLIAMS ST | BRATTLEBORO | VT | 05301 | N/A | PC | Development of the Vermont Statewide People of Color Caucus | $15,000 | |||||
| SAMUEL FIELD YM & YWHA INC | ||||||||||||
| 5820 LITTLE NECK PKWY | LITTLE NECK | NY | 11362 | N/A | PC | Counterpoint Together Queens For the Single Parent Initiative | $5,000 | |||||
| SANDGLASS CENTER FOR PUPPETRY & THEATER RESEARCH L | ||||||||||||
| PO BOX 970 | PUTNEY | VT | 05346 | N/A | PC | COVID Rapid Response - General Operating Support | $30,000 | |||||
| SCHOOL REFORM INITIATIVE INC | ||||||||||||
| 1550 LARIMER ST BOX 257 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $50,000 | |||||
| SERVICES FOR THE UNDERSERVED INC | ||||||||||||
| 463 7TH AVE | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $75,000 | |||||
| SERVICES FOR THE UNDERSERVED INC | ||||||||||||
| 463 7TH AVE | NEW YORK | NY | 10018 | N/A | PC | General Operating Support | $15,000 | |||||
| SHELBURNE FARMS | ||||||||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | N/A | PC | Capital Campaign Match | $7,000 | |||||
| SPECTRUM INC | ||||||||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | N/A | PC | Multicultural Youth Program (MYP) | $17,500 | |||||
| ST LUKES CHAMBER ENSEMBLE INC | ||||||||||||
| 450 W 37TH ST STE 502 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $50,000 | |||||
| ST LUKES CHAMBER ENSEMBLE INC | ||||||||||||
| 450 W 37TH ST STE 502 | NEW YORK | NY | 10018 | N/A | PC | Charitable Event | $10,000 | |||||
| STAFFORD EDUCATION FOUNDATION INCORPORATED | ||||||||||||
| 31 STAFFORD AVE | STAFFORD | VA | 22554 | N/A | PC | Technology Students Association | $10,000 | |||||
| SUNDOG THEATER INC | ||||||||||||
| PO BOX 10183 | STATEN ISLAND | NY | 10301 | N/A | PC | COVID-19 emergency grant, general operating support | $60,000 | |||||
| SYNERGY LEARNING INTERNATIONAL INC | ||||||||||||
| PO BOX 206 | PUTNEY | VT | 05346 | N/A | PC | Project Support | $25,000 | |||||
| TEACHING MATTERS INC | ||||||||||||
| 475 RIVERSIDE DR STE 1270 | NEW YORK | NY | 10115 | N/A | PC | COVID-19 Emergency Grant, General Operations | $100,000 | |||||
| THE BROOKLYN QUEENS CONSERVATORY OF MUSIC | ||||||||||||
| 58 7TH AVE | BROOKLYN | NY | 11217 | N/A | PC | COVID-19 Emergency grant, general operating support | $50,000 | |||||
| THE CENTER FOR AN AGRICULTURAL ECONOMY | ||||||||||||
| PO BOX 451 | HARDWICK | VT | 05843 | N/A | PC | Emergent Rural Education Model | $40,000 | |||||
| THE LAUNDROMAT PROJECT INC | ||||||||||||
| PO BOX 472917 | BROOKYLN | NY | 11247 | N/A | PC | in support of Laundromat's efforts to create content for Grantee's expanded online programming by offering micro-grant commissions to artists for creation of such content | $30,000 | |||||
| THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN | ||||||||||||
| 445 FIFTH AVE 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | three-year grant in support of the salary of the Dance Education Coordinator | $47,150 | |||||
| THE PROJECT ON GOVERNMENT OVERSIGHT INC | ||||||||||||
| 1100 G ST NW SUITE 500 | WASHINGTON | DC | 20005 | N/A | PC | COVID-19 emergency grant, general operating support | $50,000 | |||||
| THE VOTER PARTICIPATION CENTER | ||||||||||||
| 1707 L ST NW STE 950 | WASHINGTON | DC | 20036 | N/A | PC | General Operating Support | $125,000 | |||||
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | ||||||||||||
| 2245 S MICHIGAN AVE | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $25,000 | |||||
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | ||||||||||||
| 2245 S MICHIGAN AVE | CHICAGO | IL | 60616 | N/A | PC | General Operating Support | $20,000 | |||||
| THINKDANCE INC | ||||||||||||
| 235 W 102ND ST APT 14T | NEW YORK | NY | 10025 | N/A | PC | Support for projects that address environmental degradation and climate change | $7,500 | |||||
| THINKDANCE INC | ||||||||||||
| 235 W 102ND ST APT 14T | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $25,000 | |||||
| THOMAS COLE HISTORIC HOUSE | ||||||||||||
| 218 SPRING ST | CATSKILL | NY | 12414 | N/A | PC | General & Unrestricted | $100,000 | |||||
| TRIAL INTERNATIONAL | ||||||||||||
| N/A | PC | general operating support, including continued work in Bosnia and Herzegovina | $100,000 | PO BOX 5116 | GENEVA | SZ | 1211 | |||||
| TULSA COMMUNITY FOUNDATION | ||||||||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | N/A | PC | General Operating Support for the Red Hawk Fund | $100,000 | |||||
| UNITARIAN UNIVERSALIST FELLOWSHIP OF FREDERICKSBUR | ||||||||||||
| 25 CHALICE CIR | FREDERICKSBRG | VA | 22405 | N/A | PC | To assist local families during the COVID-19 pandemic | $30,000 | |||||
| UNITED STATES ARTISTS INC | ||||||||||||
| 200 W MADISON ST FL 3 | CHICAGO | IL | 60606 | N/A | PC | COVID-19 Artist Relief Fund | $50,000 | |||||
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | Communications and Public Relations Project | $144,000 | |||||
| UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLE | ||||||||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | N/A | GOV | matching funds for the National Endowment Challenge for the "Who Farms?" project, partnering with the VT Folklife Center | $8,000 | |||||
| UNLEASHING THE POWER OF PARTNERSHIP FOR LEARNING I | ||||||||||||
| 155 ELM ST STE 1 | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $100,000 | |||||
| VANDERBILT UNIVERSITY | ||||||||||||
| PMB 407727 2301 VANDERBILT PL | NASHVILLE | TN | 37240 | N/A | PC | In support of Vanderbilt University Law School | $500 | |||||
| VERMONT COMMUNITY FOUNDATION | ||||||||||||
| 3 COURT ST | MIDDLEBURY | VT | 05753 | N/A | PC | Let's Grow Kids Make Way for Kids program | $10,000 | |||||
| VERMONT COMMUNITY GARDEN NETWORK INC | ||||||||||||
| 12 N ST STE 5 | BURLINGTON | VT | 05401 | N/A | PC | General Operations | $15,000 | |||||
| VERMONT FOLKLIFE CENTER | ||||||||||||
| 88 MAIN ST | MIDDLEBURY | VT | 05753 | N/A | PC | Discovering Community Education Program | $60,000 | |||||
| VERMONT FOLKLIFE CENTER | ||||||||||||
| 88 MAIN ST | MIDDLEBURY | VT | 05753 | N/A | PC | In Tandem Arts project | $10,000 | |||||
| VERMONT PRINCIPALS ASSOCIATION INC | ||||||||||||
| 2 PROSPECT ST STE 3 | MONTPELIER | VT | 05602 | N/A | PC | support the launch of the Affinity Group for Vermont Administrator's of Color project | $5,000 | |||||
| VERMONT PRINCIPALS ASSOCIATION INC | ||||||||||||
| 2 PROSPECT ST STE 3 | MONTPELIER | VT | 05602 | N/A | PC | General Operations | $25,000 | |||||
| VERMONT PRINCIPALS ASSOCIATION INC | ||||||||||||
| 2 PROSPECT ST STE 3 | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $35,000 | |||||
| VERMONT RURAL EDUCATION COLLABORATIVE INC | ||||||||||||
| 121 DUCHESS AVE SUITE A | NEWPORT | VT | 05855 | N/A | PC | General Operations | $45,000 | |||||
| VERMONT YOUTH CONSERVATION CORPS INC | ||||||||||||
| 1949 E MAIN ST | RICHMOND | VT | 05477 | N/A | PC | COVID-19 Emergency Grant, General Operating Support | $25,000 | |||||
| VOICES FOR VERMONTS CHILDREN INC | ||||||||||||
| PO BOX 261 | MONTPELIER | VT | 05601 | N/A | PC | Parents & Youth for Change Program | $20,000 | |||||
| VOICES FOR VERMONTS CHILDREN INC | ||||||||||||
| PO BOX 261 | MONTPELIER | VT | 05601 | N/A | PC | Vermont Education Equity Project | $75,000 | |||||
| VOICES FOR VERMONTS CHILDREN INC | ||||||||||||
| PO BOX 261 | MONTPELIER | VT | 05601 | N/A | PC | general operating support | $5,000 | |||||
| VOTO LATINO FOUNDATION INC | ||||||||||||
| PO BOX 35608 | WASHINGTON | DC | 20033 | N/A | PC | General Operating Support | $125,000 | |||||
| WESTERN NATIVE VOICE | ||||||||||||
| PO BOX 1018 | BILLINGS | MT | 59103 | N/A | PC | General Operating Support | $50,000 | |||||
| WOOLMAN HILL INC | ||||||||||||
| 107 KEETS RD | DEERFIELD | MA | 01342 | N/A | PC | Covid Rapid Response - General Operating Support | $30,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 208232 | NEW HAVEN | CT | 06520 | N/A | PC | Journal of Industrial Ecology | $5,000 | |||||
| YOUNG WRITERS PROJECT INC | ||||||||||||
| 47 MAPLE ST STE 216 | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $100,000 | |||||
| SHELBURNE FARMS | ||||||||||||
| 1611 Harbor Rd | Shelburne | VT | 05482 | N/A | PC | Capital Campaign & Education for Sustainability Program | $450,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,865,599 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Burlington City Arts Foundation Inc | |||||||
| 135 CHURCH ST | BURLINGTON | VT | 05401 | N/A | PC | General Operating Support | $5,000 |
| Allied Media Projects Inc | |||||||
| 4126 3RD ST | DETROIT | MI | 48201 | N/A | PC | General Operations for People In Education | $65,000 |
| Burlington School District | |||||||
| 150 COLCHESTER AVE | BURLINGTON | VT | 05401 | N/A | GOV | Leading With Equity Toward Deeper Learning | $20,000 |
| Burlington Schools Foundation | |||||||
| PO BOX 3307 | BURLINGTON | VT | 05408 | N/A | PC | program support for the third year of the Burlington City and Lake Semester Program (BCL) | $20,000 |
| Coalition for Green Capital | |||||||
| 310 W 47TH ST APT 3E | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $200,000 |
| Flow of History Inc | |||||||
| 729 UNION VILLAGE RD | NORWICH | VT | 05055 | N/A | PC | Teaching about Slavery and its Legacies in Vermont and New Hampshire | $15,000 |
| Generator Inc | |||||||
| 40 SEARS LN | BURLINGTON | VT | 05401 | N/A | PC | Program support for two youth programs: 1) Generator Maker Mentors, 2) Generator Design Lab | $20,000 |
| Govenors Institutes of Vermont Inc | |||||||
| 20 W CANAL ST STE C5 | WINOOSKI | VT | 05404 | N/A | PC | General Operating Support | $10,000 |
| Inclusive Arts Vermont Inc | |||||||
| 20 W CANAL ST STE C8 | WINOOSKI | VT | 05404 | N/A | PC | Program Support: Collaborative Integrated Arts Residencies | $7,500 |
| Institute for Democratic Education In America | |||||||
| 2008 W RIDGEWAY ST | JACKSON | MS | 39213 | N/A | PC | General Operating Support | $150,000 |
| Janet S Munt Family Room | |||||||
| 20 ALLEN ST | BURLINGTON | VT | 054015619 | N/A | PC | Winooski Family Empowerment Project | $30,000 |
| Lower East Side Tenement Museum | |||||||
| 103 ORCHARD ST 4TH FL | NEW YORK | NY | 100023102 | N/A | PC | The Tenement Museum's new marketing, development and communications capacity initiative | $375,000 |
| Mentor Vermont Inc | |||||||
| 19 MARBLE AVE | BURLINGTON | VT | 05401 | N/A | PC | Vermont K-12 Mentoring Initiative | $7,500 |
| New York University - School of Law | |||||||
| 22 WASHINGTON SQ N | NEW YORK | NY | 10011 | N/A | PC | Institute for Policy Integrity | $300,000 |
| Nuestra Escuela Inc | |||||||
| 352 AVE SAN CLAUDIO 133 PMB | SAN JUAN | PR | 00926 | N/A | PC | General & Unrestricted | $25,000 |
| Outright Vermont | |||||||
| PO BOX 5235 | BURLINGTON | VT | 054025235 | N/A | PC | Education initiatives | $60,000 |
| The Center for an Agricultural Economy | |||||||
| PO BOX 451 | HARDWICK | VT | 05843 | N/A | PC | Emergent Model for Community-Based Rural Education | $30,000 |
| Unleashing the Power of Partnership for Learning I | |||||||
| 155 ELM ST STE 1 | MONTPELIER | VT | 05602 | N/A | PC | General Operating Support | $75,000 |
| Vermont Principals Association Inc | |||||||
| 2 PROSPECT ST STE 3 | MONTPELIER | VT | 05602 | N/A | PC | General Operations for the Equity Practitioner's Network (EPN) Program | $25,000 |
| Vermont Rural Education Collaborative Inc | |||||||
| 121 DUCHESS AVE STE A | NEWPORT | VT | 05855 | N/A | PC | General Operating Support | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,470,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,155 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $625,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,097,844 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,238 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,844,277 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,844,277 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Audit Fees | $25,700 | $25,700 | $0 |
| TAX RETURN PREPARATION/REVIEW | $0 | $2,500 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Corinne Steel | PersonNm |
| Short Explanation | *Resigned from the foundation | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| WILLOWELL FOUNDATION INC | ||||||||||
| PO BOX 314 | BRISTOL | VT | 05443 | 2018-05-17 | $25,000 | TO SUPPORT THE PRE K-12 TRANSFORMATIVE LEARNING PRACTICES | $25,000 | NO | 1/22/19, 11/27/19 | NONE NECESSARY |
| VERMONT NEA INC | ||||||||||
| 10 WHEELOCK ST | MONTPELIER | VT | 05602 | 2018-08-20 | $25,000 | TO SUPPORT THE RACIAL JUSTICE LIAISON PROJECT | $25,000 | NO | 3/28/19, 5/6/21 | NONE NECESSARY |
| WILLOWELL FOUNDATION INC | ||||||||||
| PO BOX 314 | BRISTOL | VT | 05443 | 2019-07-22 | $15,000 | TO SUPPORT THE PRE K-12 TRANSFORMATIVE LEARNING PRACTICES | $15,000 | NO | 1/27/21 | NONE NECESSARY |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IN-KIND GRANTS | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 AND PART XV LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: Fair market value on date granted to charity METHOD OF DETERMINING BOOK VALUE OF SECURITIES: Cost TOTAL FAIR MARKET VALUE OF PROPERTY: $1,194,699 TOTAL BOOK VALUE OF PROPERTY: $1,155,000 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $1,194,699 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: GENERATION IM SSF III (B) LP DATE OF DISTRIBUTION: 11/19/2020 GRANT RECIPIENT: CALVERT IMPACT CAPITAL INC FMV OF PROPERTY: $1,194,699 BOOK VALUE OF PROPERTY: $1,155,000 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,194,699 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (31 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO NOTE - 2.5 | $180,560 | $180,560 |
| ANHEUSER-BUSCH - 3.650% - 02/0 | $197,771 | $197,771 |
| ANTHEM INC NOTE - 3.650% - 12/ | $195,948 | $195,948 |
| APPLE INC - 2.850% - 02/23/202 | $288,629 | $288,629 |
| AT&T INC - 4.125% - 02/17/2026 | $248,539 | $248,539 |
| AVALONBAY CMNTYS INC - 2.950% | $108,951 | $108,951 |
| BANK NEW YORK - 3.550% - 09/23 | $321,669 | $321,669 |
| BOSTON PPTYS - 3.800% - 02/01/ | $108,550 | $108,550 |
| CATERPILLAR - 2.850% - 05/17/2 | $328,333 | $328,333 |
| DEERE JOHN CAP CORP BOND - 2.8 | $332,460 | $332,460 |
| DISNEY WALT CO - 2.000% - 09/0 | $286,929 | $286,929 |
| ESTEE LAUDER COS INC - 3.150% | $151,767 | $151,767 |
| GENERAL MLS INC NOTE CALL MAKE | $223,261 | $223,261 |
| HOME DEPOT - 3.000% - 04/01/20 | $312,028 | $312,028 |
| INTL FINANCE CORP - 2.250% - 0 | $310,394 | $310,394 |
| JPMORGAN CHASE &CO NOTE - 2.95 | $421,586 | $421,586 |
| LOWES COS INC - 3.100% - 05/03 | $269,258 | $269,258 |
| MERCK &CO INC - 3.400% - 03/07 | $360,645 | $360,645 |
| MICROSOFT CORP - 2.700% - 02/1 | $238,995 | $238,995 |
| MORGAN STANLEY - 2.625% - 11/1 | $234,457 | $234,457 |
| NORTHEAST UTILS - 2.800% - 05/ | $162,632 | $162,632 |
| ORACLE CORP NOTE - 2.400% - 09 | $246,894 | $246,894 |
| PEPSICO INC - 2.750% - 03/05/2 | $174,992 | $174,992 |
| SIMON PPTY GROUP LP - 3.375% - | $184,831 | $184,831 |
| STARBUCKS - 3.500% - 03/01/202 | $229,234 | $229,234 |
| STATE STR CORP NOTE - 2.354% - | $298,841 | $298,841 |
| TORONTO DOMINION BANK - 2.125% | $316,553 | $316,553 |
| UNITEDHEALTH GROUP INC - 3.750 | $284,663 | $284,663 |
| US BANCORP - 2.375% - 07/22/20 | $421,233 | $421,233 |
| VERIZON COMMUNICATIONS INC - 5 | $230,737 | $230,737 |
| AFRICAN DEV BK BOND - .75% 4/3 | $192,257 | $192,257 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CRA QUALIFIED INVESTMENT FD | StockNm |
| EOY Book Value | $1,991,973 | EOYBookValueAmt |
| EOYFMV | $1,991,973 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,764,674 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,764,674 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,462,961 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,462,961 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| General Consultations | $11,699 | $11,699 |
| EXECUTIVE EMPLOYMENT MATTERS | $5,203 | $5,203 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| EOY Book Value | $4,875 | EOYBookValueAmt |
| EOYFMV | $4,875 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS IN VALUE OF INVESTMENTS | Desc |
| Amt | $4,466,776 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $95,310 | $96,364 | |
| Bank Charges | $4,629 | $4,629 | |
| Computers/Electronic Devices | $1,668 | $1,585 | $83 |
| Foundation Dues & Memberships | $1,000 | $950 | $50 |
| INSURANCE PREMIUMS | $5,345 | $7,063 | $267 |
| K-1 Exp GENERATION IM ASIA FUN | $9,427 | $9,427 | |
| K-1 Exp GENERATION IM GLOBAL E | $54,637 | $54,637 | |
| OFFICE EXPENSES | $5,136 | $4,879 | $257 |
| POSTAGE/DELIVERY SERVICES | $792 | $752 | $40 |
| State or Local Filing Fees | $1,689 | $1,689 | |
| Website Hosting/Support | $8,995 | $8,545 | $450 |
| INDEMNIFICATION INSURANCE | $5,045 | $4,855 | $252 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss GENERATION IM ASIA FUND, L.P | $46,745 | $46,745 |
| K-1 Inc/Loss GENERATION IM GLOBAL EQ FUND LLC | $54,493 | $54,493 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $11,238 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $188,411 | $188,411 | |
| Philanthropic Consulting Srvcs | $72,878 | $73,724 | |
| RETIREMENT PLAN CONSULTING | $10,640 | $11,320 | |
| PAYROLL PROCESSING FEES | $3,387 | $3,387 | |
| INVESTMNT COMMITTEE CONSULTANT | $2,100 | $2,100 | |
| WEBSITE DEVELOPMENT | $45 | $45 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $13,658 | |
| FOREIGN TAX | $8,402 | $8,402 |
| IRS MISC. FEE | $16 |