LENNOX FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LENNOX FOUNDATION (EIN 42-6053380)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-18
- IRS object ID
- 202113229349100406
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2021-11-18T11:03:06-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426053380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lennox Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LENN | 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 | jeffrey d stoney | PersonNm |
| Person Title | chairman | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | jeffrey d | PersonFirstNm |
| Person Last | stoney | 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 | $67,339,758 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,451 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,451 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $834,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $834,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,007,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,251,785 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,007,660 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,130 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,101 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,858,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,865,730 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $109,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $109,805 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35,879 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,019 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,019 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $153,948 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103,028 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $300,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,047 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,236,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,236,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,537,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,340,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,321,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,707,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,945,323 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,056,308 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,056,308 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,962,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,241,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,519,222 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,480,416 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,412,783 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,764,228 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,388,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,710,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,339,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $38,388,110 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,710,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,388,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,710,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,388,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,710,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,388,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,321,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $40,710,798 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,710,798 | 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 |
|---|---|---|---|
| Publicly-traded Securities | $18,251,785 | $13,268,972 | $4,982,813 |
| Passthrough K1 Capital Gain/(Loss) | $24,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,007,660 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,332 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $79,332 | SubtotalAmt |
| Tax Based On Investment Income | $79,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,750 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $81,650 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,318 | OverpaymentAmt |
| Applied To ES Tax | $2,318 | 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 | IA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Katie Booth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Nick Booth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Co-Sec | 1.0 | $0 | $0 | $0 |
| Elizabeth Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Sarah W Carlan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Chair | 1.0 | $0 | $0 | $0 |
| Zachary Krahmer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Laura Newman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Megan Norris | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Co-Sec | 1.0 | $0 | $0 | $0 |
| Amy Rattner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Jeff Storey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Karen Waeschle | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Treas | 1.0 | $0 | $0 | $0 |
| John Zink | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mercer Investment Counsulting | |||||
| 99 HIGH ST FL 8 | BOSTON | MA | 02129 | Investment Mgmt | $109,805 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $100,272 |
| 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 | $51,779,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,189,733 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,695,574 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,665,123 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,665,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $909,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,755,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,987,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,987,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,332 | TotalTaxAmt |
| Distributable Before Adj | $2,908,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,909,425 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,909,425 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,340,467 | 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 | $3,340,467 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,340,467 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,909,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $952,315 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $3,340,467 | QualifyingDistributionsAmt |
| Applied To Year1 | $952,315 | AppliedToYear1Amt |
| Applied To Current Year | $2,388,152 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $521,273 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (168 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A GIVING HEART PROJECT INC | |||||||
| 11823 SPRINGPOINT LN | CHARLOTTE | NC | 28278 | N/A | PC | General & Unrestricted | $5,000 |
| ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL | |||||||
| 4647 W 47TH ST | CHICAGO | IL | 60632 | N/A | PC | Launching the Learning Hub of the Academy for Global Citizenship PROGRAM | $100,000 |
| ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL | |||||||
| 4647 W 47TH ST | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $5,000 |
| ACTION NETWORK | |||||||
| PO BOX 1163 | GUALALA | CA | 95445 | N/A | PC | General & Unrestricted | $1,000 |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $1,000 |
| AIRCRAFT CARRIER HORNET FOUNDATION | |||||||
| 707 W HORNET AVE | ALAMEDA | CA | 94501 | N/A | PC | General & Unrestricted | $5,000 |
| ALLIANCE FOR GIRLS | |||||||
| 510 16TH ST STE 100 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,000 |
| AMAZON CONSERVATION ASSOCIATION | |||||||
| 1012 14TH ST NW STE 625 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTH | |||||||
| 39 DRUMM ST | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $2,500 |
| ANIMAL FRIENDS RESCUE PROJECT | |||||||
| PO BOX 51083 | PACIFIC GROVE | CA | 93950 | N/A | PC | General & Unrestricted | $5,500 |
| ANIMAL REFUGE LEAGUE OF GREATER PORTLAND | |||||||
| PO BOX 336 | WESTBROOK | ME | 04098 | N/A | PC | General & Unrestricted | $1,000 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | Rockies Fund | $100,000 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | The Barkin' Thrift Store Operating Fund | $5,000 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | The Barkin' Thrift Store Operating Fund | $5,000 |
| ANIMEALS | |||||||
| 1700 RANKIN ST | MISSOULA | MT | 59808 | N/A | PC | General & Unrestricted | $5,000 |
| BAYSTATE FRANKLIN MEDICAL CENTER | |||||||
| 164 HIGH ST | GREENFIELD | MA | 01301 | N/A | PC | General & Unrestricted | $2,500 |
| BEACON HOUSE | |||||||
| PO BOX 301468 PINE | PACIFIC GROVE | CA | 93950 | N/A | PC | outpatient program | $500 |
| BERKSHIRE RESOURCES FOR INTEGRATION OF DIVERSE GR | |||||||
| 17 MAIN ST STE 2 | LEE | MA | 01238 | N/A | PC | the IDEA Institute's Train the Trainer and the 2020 Social Justice Conference; the Women to Women Program; and the Happiness Toolbox PROGRAM | $100,000 |
| BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER | |||||||
| 15 CRISSEY RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | Strategic Planning Project | $25,000 |
| BERKSHIRES BOUNTY INC | |||||||
| 33 COMMONWEALTH AVE | GT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $5,000 |
| BLACK GIRLS SMILE | |||||||
| 1660 KENMORE ST SW | ATLANTA | GA | 30311 | N/A | PC | Charlyne McFarland Therapy Scholarship Fund | $1,000 |
| BOYS & GIRLS CLUBS OF SOUTHERN MAINE | |||||||
| 277 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PC | Healthy Habits - Triple Play | $25,000 |
| BREAST CANCER COALITION OF ROCHESTER INC | |||||||
| 1048 UNIVERSITY AVE | ROCHESTER | NY | 14607 | N/A | PC | General & Unrestricted | $5,000 |
| CAMP CHIPPEWA FOUNDATION | |||||||
| 7359 NIAGARA LN N | MAPLE GROVE | MN | 55311 | N/A | PC | General & Unrestricted | $11,000 |
| CAPE ELIZABETH LAND TRUST INC | |||||||
| 330 OCEAN HOUSE RD | CAPE ELIZ | ME | 04107 | N/A | PC | Conservation of Maxwell Farm, Cape Elizabeth, MainE | $25,000 |
| CAT ADOPTION TEAM | |||||||
| 14175 SW GALBREATH DR | SHERWOOD | OR | 97140 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR FARMWORKER FAMILIES | |||||||
| PO BOX 957 | FELTON | CA | 95018 | N/A | PC | General & Unrestricted | $5,000 |
| CHARITY GLOBAL INC - CHARITY WATER | |||||||
| 40 WORTH ST STE 330 | NEW YORK | NY | 10013 | N/A | PC | 1H 2020 Uganda Community Wells with Hand Pumps | $100,000 |
| CHEYENNE REGIONAL MEDICAL CENTER FOUNDATION | |||||||
| 214 E 23RD ST | CHEYENNE | WY | 82001 | N/A | PC | General & Unrestricted | $2,000 |
| CHILDRENS CANCER CENTER INC | |||||||
| 4901 W CYPRESS ST | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS HOSPITAL CORPORATION | |||||||
| 401 PARK DR STE 602 | BOSTON | MA | 02215 | N/A | PC | Clinical Operations in Genetics | $10,000 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | N/A | PC | Boys Golf Team | $2,500 |
| COALITION OF OREGON LAND TRUSTS | |||||||
| 511 SE MORRISON ST | PORTLAND | OR | 97214 | N/A | PC | Advancing Land Conservation in Oregon | $25,000 |
| COLUMBINE COMMUNITY FOUNDATION FOR GRAND COUNTY | |||||||
| PO BOX 1342 | WINTER PARK | CO | 80482 | N/A | PC | Parker Seemann Memorial Fund | $5,000 |
| COMMITTEE ON THE SHELTERLESS | |||||||
| PO BOX 2744 | PETALUMA | CA | 94953 | N/A | PC | Kids First Shelter FUND | $1,000 |
| COMMUNITY CYCLES | |||||||
| 2601 SPRUCE ST UNIT B | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY FOOD SHARE INC | |||||||
| 650 S TAYLOR AVE | LOUISVILLE | CO | 80027 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 333 BRIDGE ST | SPRINGFIELD | MA | 01103 | N/A | PC | Covid 19 Response Fund | $1,000 |
| CONEJO COMMUNITY OUTREACH | |||||||
| 3062 WAUNETA ST | NEWBURY PARK | CA | 91320 | N/A | PC | General & Unrestricted | $5,000 |
| COOLEYS ANEMIA FOUNDATION INC | |||||||
| 330 7TH AVE STE 200 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $5,000 |
| DAKIN PIONEER VALLEY HUMANE SOCIETY INC | |||||||
| PO BOX 6307 | SPRINGFIELD | MA | 01101 | N/A | PC | General & Unrestricted | $1,250 |
| DIFFVELOPMENT | |||||||
| 11 ELM ST APT 12 | MONTCLAIR | NJ | 07042 | N/A | PC | Consultrepreneurship PROGRAM | $50,000 |
| DREAM VOLUNTEERS | |||||||
| PO BOX 390726 | MOUNTAIN VIEW | CA | 94039 | N/A | PC | General & Unrestricted | $10,000 |
| DREAM VOLUNTEERS | |||||||
| PO BOX 390726 | MOUNTAIN VIEW | CA | 94039 | N/A | PC | Young Women's Empowerment Program | $25,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $5,000 |
| FAYETTEVILLE PUBLIC LIBRARY FOUNDATION | |||||||
| 401 W MOUNTAIN ST | FAYETTEVILLE | AR | 72701 | N/A | PC | 2020 Books and Bites Program | $20,000 |
| FAYETTEVILLE WHEELMEN CYCLING CLUB | |||||||
| 3016 E VAN BUREN | EUREKA SPRINGS | AR | 72632 | N/A | PC | General & Unrestricted | $5,000 |
| FEED THE CHILDREN INC | |||||||
| 333 N MERIDIAN AVE | OKLAHOMA CITY | OK | 73107 | N/A | PC | General & Unrestricted | $2,500 |
| FIRST BOOK - CHARLOTTE | |||||||
| 17324 WAVECREST COURT | CORNELIUS | NC | 28031 | N/A | PC | FORE 2020 PROGRAM | $100,000 |
| FLYING CLOUD INSTITUTE INC | |||||||
| 352 MAIN ST STE 212 | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $5,000 |
| FOOD BANK OF IOWA | |||||||
| PO BOX 1517 | DES MOINES | IA | 50305 | N/A | PC | Marshall County PROGRAM | $10,000 |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | N/A | PC | General & Unrestricted | $4,000 |
| FOODLINK INC | |||||||
| 1999 MT READ BLVD | ROCHESTER | NY | 14615 | N/A | PC | General & Unrestricted | $5,000 |
| FOUNDATION FOR ICHTHYOSIS AND RELATED SKIN TYPES | |||||||
| PO BOX 1067 | LANSDALE | PA | 19446 | N/A | PC | General & Unrestricted | $500 |
| FOUNDATION FOR SARCOIDOSIS RESEARCH | |||||||
| 1820 W WEBSTER AVE STE 304 | CHICAGO | IL | 60614 | N/A | PC | Cardiac Sarcoidosis Research FUND | $5,000 |
| FRIDAY FOOD BAG FOUNDATION | |||||||
| PO BOX 1186 | CHEYENNE | WY | 82003 | N/A | PC | General & Unrestricted | $11,500 |
| FRIENDS OF KATAHDIN WOODS AND WATERS | |||||||
| PO BOX 18177 | PORTLAND | ME | 04112 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF PORTLAND ADULT EDUCATION | |||||||
| PO BOX 3185 | PORTLAND | ME | 04104 | N/A | PC | 2020 Visibility for PAE PROGRAM | $18,000 |
| FRIENDS OF PORTLAND ADULT EDUCATION | |||||||
| PO BOX 3185 | PORTLAND | ME | 04104 | N/A | PC | General Support and Beata Vest Scholarship Fund | $1,500 |
| FRIENDS OF PORTLAND ADULT EDUCATION | |||||||
| PO BOX 3185 | PORTLAND | ME | 04104 | N/A | PC | Beata Vest Scholarship Fund | $1,000 |
| GIFTS OF LOVE INC | |||||||
| PO BOX 463 | AVON | CT | 06001 | N/A | PC | General & Unrestricted | $2,000 |
| GIRLS ON THE RUN OF PORTLAND METRO | |||||||
| 2337 NW YORK ST STE 202E | PORTLAND | OR | 97210 | N/A | PC | General & Unrestricted | $2,500 |
| GOOD SHEPHERD FOOD BANK | |||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | N/A | PC | General & Unrestricted | $6,500 |
| GRACE FOR 2 BROTHERS FOUNDATION | |||||||
| 1603 CAPITOL AVE STE 212 | CHEYENNE | WY | 82001 | N/A | PC | General & Unrestricted | $3,500 |
| GRACE OF GOD RECOVERY HOUSE INC | |||||||
| 120 FRANKLIN ST | ROCHESTER | NY | 14604 | N/A | PC | General & Unrestricted | $5,000 |
| GRAND COUNTY PET PALS | |||||||
| PO BOX 1972 | GRANBY | CO | 80446 | N/A | PC | General & Unrestricted | $1,000 |
| GREATER PORTLAND IMMIGRANT WELCOME CENTER | |||||||
| 24 PREBLE ST 3RD FLOOR | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $6,000 |
| GREEN MOUNTAIN HORSE ASSOCIATION INC | |||||||
| PO BOX 8 | S WOODSTOCK | VT | 05071 | N/A | PC | Manton Foundation Challenge fund | $2,500 |
| GREENPEACE FUND INC | |||||||
| 702 H ST NW STE 300 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 755 CULVER RD | ROCHESTER | NY | 14609 | N/A | PC | Vacant & Abandoned Housing Initiative | $100,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 755 CULVER RD | ROCHESTER | NY | 14609 | N/A | PC | Emergency Heating fund for FCHH homeowners | $2,500 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | |||||||
| 10 COLUMBUS BLVD 8TH FL | HARTFORD | CT | 06106 | N/A | PC | COVID-19 Response Fund | $4,000 |
| HOLE IN THE WALL GANG FUND INC | |||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | PC | Young Adult Lodge program | $100,000 |
| HOPE IN LANCASTER INC | |||||||
| PO BOX 166 | LANCASTER | SC | 29721 | N/A | PC | General & Unrestricted | $10,000 |
| HUMANE SOCIETY OF SARASOTA COUNTY INC | |||||||
| 2331 15TH ST | SARASOTA | FL | 34237 | N/A | PC | General & Unrestricted | $5,000 |
| HUNGER FIGHTERS OREGON | |||||||
| PO BOX 2215 | LAKE OSWEGO | OR | 97035 | N/A | PC | General & Unrestricted | $2,500 |
| JANADA L BATCHELOR FOUNDATION FOR CHILDREN INC | |||||||
| PO BOX 4541 | TULSA | OK | 74159 | N/A | PC | General & Unrestricted | $5,000 |
| KEYSTONE COMMUNITY SERVICES | |||||||
| 2000 ST ANTHONY AVE | SAINT PAUL | MN | 55104 | N/A | PC | ACCELERATION FUND | $5,000 |
| LOCKER PROJECT | |||||||
| PO BOX 3134 | PORTLAND | ME | 04104 | N/A | PC | General & Unrestricted | $1,000 |
| MAINE AUDUBON SOCIETY | |||||||
| 20 GILSLAND FARM RD | FALMOUTH | ME | 04105 | N/A | PC | Borestone Mountain Preserve fund | $3,000 |
| MAINE ENVIRONMENTAL EDUCATION ASSOCIATION | |||||||
| 31 WOODSIDE RD | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $1,000 |
| MAKE-A-WISH FOUNDATION OF THE MID- SOUTH INC | |||||||
| 1780 MORIAH WOODS BLVD STE 10 | MEMPHIS | TN | 38117 | N/A | PC | General & Unrestricted | $5,000 |
| MANO A MANO INTERNATIONAL PARTNERS | |||||||
| 925 PIERCE BUTLER RTE | SAINT PAUL | MN | 55104 | N/A | PC | Increasing Capacity of Mano a Mano to Build Infrastructure that will Lead to Sustainable Food Security in Rural Bolivia | $100,000 |
| MARIN AUDUBON SOCIETY INCORPORATED | |||||||
| PO BOX 599 | MILL VALLEY | CA | 94942 | N/A | PC | General & Unrestricted | $1,000 |
| MASSACHUSETTS INSTITUTE OF TECH | |||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $1,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DR W98-200 | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $1,000 |
| MEALS ON WHEELS AMERICA | |||||||
| 1550 CRYSTAL DR STE 1004 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $2,500 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $250 |
| MIA FOUNDATION LTD | |||||||
| 3177 LATTA RD | ROCHESTER | NY | 14612 | N/A | PC | General & Unrestricted | $5,000 |
| MILE HIGH LABRADOR RETRIEVER MISSION | |||||||
| PO BOX 1975 | BROOMFIELD | CO | 80038 | N/A | PC | General & Unrestricted | $2,500 |
| MOFFETT FIELD HISTORICAL SOCIETY | |||||||
| PO BOX 16 | MOFFETT FIELD | CA | 94035 | N/A | PC | Moffett Museum WW-II Blimp Gondola Restoration fund | $100,000 |
| MONTANA SKATEPARK ASSOCIATION | |||||||
| 618 S HIGGINS AVE | MISSOULA | MT | 59801 | N/A | PC | 2020 Drop-in Program | $100,000 |
| MOUNTAIN PET RESCUE | |||||||
| PO BOX 1841 | WINTER PARK | CO | 80482 | N/A | PC | General & Unrestricted | $500 |
| NAOMIS VILLAGE INC | |||||||
| PO BOX 270057 | FLOWER MOUND | TX | 75027 | N/A | PC | Cornerstone Preparatory Academy Middle and High School kitchen and dinning hall/ auditorium | $95,220 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | TNC Staff Enrichment Week Program (14th Year) | $25,000 |
| NEEDS INC | |||||||
| 900 CENTRAL AVE | CHEYENNE | WY | 82007 | N/A | PC | General & Unrestricted | $5,000 |
| NORTHERN FOREST CANOE TRAIL INC | |||||||
| PO BOX 565 | WAITSFIELD | VT | 05673 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHWEST ARKANSAS FOOD BANK | |||||||
| 1376 JUNE SELF DR | BETHEL HEIGHTS | AR | 72764 | N/A | PC | General & Unrestricted | $5,000 |
| OCEAN ALLIANCE INC | |||||||
| 32 HORTON ST | GLOUCESTER | MA | 01930 | N/A | PC | General & Unrestricted | $5,000 |
| ONE SPARK FOUNDATION INC | |||||||
| 501 S REINO RD | NEWBURY PARK | CA | 91320 | N/A | PC | Healthy Lunch Program | $25,000 |
| OREGON HUNTERS ASSOCIATION | |||||||
| PO BOX 1706 | MEDFORD | OR | 97501 | N/A | PC | General & Unrestricted | $5,000 |
| PEACE OF MIND DOG RESCUE | |||||||
| PO BOX 51554 | PACIFIC GROVE | CA | 93950 | N/A | PC | General & Unrestricted | $500 |
| PEGASUS EARLY MUSIC | |||||||
| 211 COBBS HILL DR | ROCHESTER | NY | 14610 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | Salinas Health Center | $5,000 |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $12,500 |
| PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK | |||||||
| 114 UNIVERSITY AVE | ROCHESTER | NY | 14605 | N/A | PC | General & Unrestricted | $500 |
| PORTLAND EDUCATION FOUNDATION | |||||||
| 353 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PC | Foundation Capacity Building through Professional Development & Student Enrichment through Teacher program | $26,000 |
| PORTLAND WHEELERS | |||||||
| PO BOX 11314 | PORTLAND | ME | 04104 | N/A | PC | General & Unrestricted | $5,000 |
| PREBLE STREET | |||||||
| 38 PREBLE ST 3RD FLOOR | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $1,000 |
| PREBLE STREET | |||||||
| 38 PREBLE ST 3RD FLOOR | PORTLAND | ME | 04101 | N/A | PC | Preble Street Emergency Food Program | $100,000 |
| PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE - | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | N/A | PC | Santa Clara University School of Law program | $1,000 |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY ST | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $5,000 |
| PUBLICK MUSICK INC | |||||||
| 276 MOUNT VERNON AVE | ROCHESTER | NY | 14620 | N/A | PC | General & Unrestricted | $500 |
| REBUILDING TOGETHER SAN FRANCISCO | |||||||
| PIER 28 STE 1 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $3,000 |
| REBUILDING TOGETHER SAN FRANCISCO | |||||||
| PIER 28 STE 1 | SAN FRANCISCO | CA | 94105 | N/A | PC | Rebuild My Block: program expansion | $45,000 |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3990 BRICKWAY BLVD | SANTA ROSA | CA | 95403 | N/A | PC | General & Unrestricted | $10,000 |
| RIPPLEFFECT INC | |||||||
| PO BOX 441 | PORTLAND | ME | 04112 | N/A | PC | High School ROLE (Rippleffect Outdoor Leadership Education) fund | $10,000 |
| ROUTT COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 772080 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $1,500 |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $500 |
| SANTA CLARA UNIVERSITY Global Women's Leadership | |||||||
| ATTN LEMAN ETHEM DEVELOPMENT OFC | SANTA CLARA UNIVERSITY | CA | 95053 | N/A | PC | School of Law program | $500 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $5,000 |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER ST 11TH FLOOR | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $2,000 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $5,000 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | General & Unrestricted | $1,000 |
| SONOMA COUNTY REGIONAL PARKS FOUNDATION | |||||||
| 2300 COUNTY CENTER DR STE 120A | SANTA ROSA | CA | 95403 | N/A | SO I | General & Unrestricted | $1,000 |
| SONOMA LAND TRUST | |||||||
| 822 5TH ST | SANTA ROSA | CA | 95404 | N/A | PC | General & Unrestricted | $1,500 |
| SONOMA LAND TRUST | |||||||
| 822 5TH ST | SANTA ROSA | CA | 95404 | N/A | PC | 1.2 Million Challenge for Nature program | $1,000 |
| SOUTH COAST AQUATICS | |||||||
| 275 E HILLCREST DR | THOUSAND OAKS | CA | 91360 | N/A | PC | Scholarship and equipment fund for families in need | $25,000 |
| SPECIAL FRIENDS OF CHEYENNE INC | |||||||
| 1328 TALBOT CT | CHEYENNE | WY | 82001 | N/A | PC | General & Unrestricted | $1,000 |
| SPECIAL OLYMPICS CONNECTICUT INC | |||||||
| 2666 STATE ST STE 1 | HAMDEN | CT | 06517 | N/A | PC | Special Olympics Simsbury Swimming Program | $2,500 |
| SPECIAL OLYMPICS CONNECTICUT INC | |||||||
| 2666 STATE ST STE 1 | HAMDEN | CT | 06517 | N/A | PC | Special Olympics Simsbury Swimming Program | $2,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $3,500 |
| ST PAUL URBAN TENNIS PROGRAM | |||||||
| 1675 5TH ST E | SAINT PAUL | MN | 55106 | N/A | PC | General & Unrestricted | $5,000 |
| STEAMBOAT SPRINGS HEALTH & RECREATION ASSOCIATION | |||||||
| 136 LINCOLN AVE | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | Capital Campaign - It's In The Water | $100,000 |
| STEAMBOAT SPRINGS HEALTH & RECREATION ASSOCIATION | |||||||
| 136 LINCOLN AVE | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | Capital Campaign - It's In The Water | $2,000 |
| STEAMBOAT SPRINGS WINTER SPORTS CLUB INC | |||||||
| PO BOX 774487 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | General & Unrestricted | $1,000 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| PO BOX 801889 | DALLAS | TX | 75380 | N/A | PC | General & Unrestricted | $5,000 |
| TAPESTRY HEALTH SYSTEMS INC | |||||||
| 1985 MAIN ST STE 202 | SPRINGFIELD | MA | 01103 | N/A | PC | General & Unrestricted | $1,000 |
| TEAMBROWNSVILLE INC | |||||||
| PO BOX 3945 | BROWNSVILLE | TX | 78523 | N/A | PC | General & Unrestricted | $1,000 |
| THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC | |||||||
| 800 NORTH MAIN ST | SHEFFIELD | MA | 01257 | N/A | PC | Community Leadership program | $100,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| 97 N HATFIELD RD | HATFIELD | MA | 01038 | N/A | PC | General & Unrestricted | $2,750 |
| THE FOUNDATION STEAMBOAT SPRINGS WINTER SPORTS CL | |||||||
| PO BOX 774487 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | Howlesen Hill Chairlift Project | $100,000 |
| THE NATURE CONSERVANCY - MAINE CHAPTER | |||||||
| 14 MAINE ST STE 401 | BRUNSWICK | ME | 04011 | N/A | PC | Accelerate the pace of climate solutions in Maine | $100,000 |
| THE NATURE CONSERVANCY OF TEXAS | |||||||
| 318 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | Restoring Texas' Grasslands with Prescribed Fire | $100,000 |
| THE NATURE CONSERVANCY OF TEXAS | |||||||
| 318 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PC | Bamboo-4-Kenya: Providing renewable energy, saving forests, fighting climate change and improving livelihoods | $100,000 |
| THE OFFICE OF YOUTH ALTERNATIVES | |||||||
| 1328 TALBOT COURT | CHEYENNE | WY | 82001 | N/A | GOV | Special Friends program | $1,000 |
| THE SALVATION ARMY | |||||||
| 1450 RIVERSIDE DR | JACKSON | MS | 39202 | N/A | PC | General & Unrestricted | $5,000 |
| THE TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 01027 | N/A | PC | Building Toward Long-term Sustainability fund | $100,000 |
| THE TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 01027 | N/A | PC | SULA underwriting program | $2,500 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $1,000 |
| U C SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | N/A | PC | fund for Presymptomatic Diagnosis of Infant Brain Developmental disorders using breast milk metabolomics | $100,000 |
| VENTURA LAND TRUST | |||||||
| 3451 FOOTHILL RD STE 201 | VENTURA | CA | 93003 | N/A | PC | Mariano Rancho Land Acquisition Project | $25,000 |
| VILLALOBOS RESCUE CENTER PETS IN THE HOOD INC | |||||||
| PO BOX 39 | NAPOLEONVILLE | LA | 70390 | N/A | PC | General & Unrestricted | $5,000 |
| WEST DALLAS COMMUNITY SCHOOL | |||||||
| 2300 CANADA DR | DALLAS | TX | 75212 | N/A | PC | General & Unrestricted | $2,500 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| WINONA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 5838 | WINONA | MN | 55987 | N/A | PC | Judy & John Kopper Memorial Scholarship fund | $5,000 |
| WITH LOVE OREGON | |||||||
| 14555 SW 74TH AVE | TIGARD | OR | 97224 | N/A | PC | General & Unrestricted | $500 |
| WOLFPACK FOUNDATION | |||||||
| PO BOX 206 | LINCOLN | AR | 72744 | N/A | PC | Middle School P.E. program | $5,000 |
| WOLFPACK FOUNDATION | |||||||
| PO BOX 206 | LINCOLN | AR | 72744 | N/A | PC | Lincoln Chess Club program | $18,000 |
| WOOD RIVER LAND TRUST COMPANY | |||||||
| 119 E BULLION ST | HAILEY | ID | 83333 | N/A | PC | Campaign Launch - Campaign Coordinator and Consulting fund | $93,500 |
| WORLD WILDLIFE FUND | |||||||
| 406 G ST | ANCHORAGE | AK | 99501 | N/A | PC | General & Unrestricted | $250 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 |
| YAMPA VALLEY COMMUNITY FOUNDATION | |||||||
| PO BOX 881869 | STEAMBOAT SPR | CO | 80488 | N/A | PC | Steamboat Digs Dogs Capital Fund | $5,000 |
| YMCA OF GREATER ROCHESTER | |||||||
| 444 E MAIN ST | ROCHESTER | NY | 14604 | N/A | PC | Septic System Replacment | $100,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SAN FRANCISCO | |||||||
| 50 CALIFORNIA ST STE 650 | SAN FRANCISCO | CA | 94111 | N/A | PC | Pt Bonita & Presidio Y Annual Campaign | $14,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SAN FRANCISCO | |||||||
| 50 CALIFORNIA ST STE 650 | SAN FRANCISCO | CA | 94111 | N/A | PC | Kids-to-Coast Access and Inclusion Initiative | $98,200 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SAN FRANCISCO | |||||||
| 50 CALIFORNIA ST STE 650 | SAN FRANCISCO | CA | 94111 | N/A | PC | Pt Bonita & Presidio Y Annual Campaign | $5,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTHEAST VENT | |||||||
| 100 E THOUSAND OAKS BLVD STE 187 | THOUSAND OAKS | CA | 91360 | N/A | PC | STEAM Education and Find My Genius program | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,236,420 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,451 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $834,518 | 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 | $5,007,660 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$9,460 | 14 | $19,400 |
| Federal Tax Refund | 01 | $2,190 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$9,460 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,868,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,858,759 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $86,144 | $94,387 |
| ACCENTURE PLC | $70,959 | $91,424 |
| ALPHABET INC CL A | $104,091 | $122,685 |
| APPLE INC | $63,896 | $94,210 |
| AUTOMATIC DATA PROCESSING INC | $39,075 | $47,574 |
| BECTON DICKINSON & CO | $101,670 | $107,595 |
| BROADRIDGE FINANCIAL | $37,891 | $45,960 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $46,305 | $68,019 |
| DFA EMERGING MARKETS CORE EQ P | $2,533,300 | $2,886,928 |
| DOUBLELINE TOTAL RETURN BOND | $1,847,250 | $1,872,471 |
| EQUIFAX INC | $39,307 | $44,353 |
| GENERAL MILLS INC | $64,716 | $62,328 |
| GRANDEUR PEAK INTERNATIONAL ST | $1,088,697 | $1,558,967 |
| HOME DEPOT INC | $43,392 | $42,499 |
| INTUIT | $48,998 | $64,575 |
| JACKSON SQUARE MID CAP GROWTH | $1,192,559 | $1,890,927 |
| JOHNSON & JOHNSON | $102,474 | $111,740 |
| LENNOX INTL INC | $181,489 | $17,313,263 |
| LSV SMALL CAP VALUE FUND | $1,825,000 | $1,877,579 |
| MASTERCARD INC | $39,650 | $46,402 |
| MFS INTL INTRINSIC VALUE FD I | $1,822,473 | $2,915,406 |
| MICROSOFT CORP | $115,834 | $131,228 |
| NATIXIS FDS TR I LS CORPLS BD | $4,665,698 | $4,787,382 |
| NIKE INC-CL B | $60,781 | $86,297 |
| PEPSICO INC | $111,406 | $124,572 |
| PFIZER INC | $59,409 | $67,730 |
| PROCTER GAMBLE CO | $31,443 | $36,176 |
| STARBUCKS CORP COM | $37,111 | $51,350 |
| STRYKER CORPORATION | $73,462 | $93,115 |
| TEXAS INSTRUMENTS INC | $31,954 | $41,033 |
| THE HARTFORD EMERGING MARKETS | $1,665,536 | $1,393,645 |
| TJX COMPANIES INC | $29,938 | $37,560 |
| TOUCHSTONE SANDS CAP EMERGING | $1,493,442 | $2,426,197 |
| TRANSAMERICA INTERNATIONAL EQU | $2,123,547 | $2,406,084 |
| UNITED PARCEL SERVICE | $26,818 | $42,100 |
| UNITEDHEALTH GROUP INC | $67,124 | $80,656 |
| V F CORP | $23,056 | $30,748 |
| VANGUARD 500 INDEX FUND ADM | $4,044,296 | $7,287,986 |
| VANGUARD DEVELOPED MARKETS IDX | $2,222,089 | $2,402,164 |
| VANGUARD DIVIDEND APPREC IDX A | $510,507 | $958,850 |
| VANGUARD GLOBAL EX-U.S. REAL E | $468,341 | $456,269 |
| VANGUARD INFLATION-PROTECTED S | $2,148,477 | $2,293,007 |
| VANGUARD REIT INDEX FD ADMIRAL | $828,188 | $901,016 |
| WASTE MANAGEMENT INC | $23,914 | $24,765 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCER HEDGE FUND INVESTORS SP | $5,040,000 | $6,371,182 |
| MERCER PRIVATE INV PTNS IV LP | $809,694 | $946,648 |
| MERCER PRIVATE INV PTNS V LP | $402,897 | $378,104 |
| MERCER PRIVATE INV PTNS, LP | $160,192 | $68,294 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $100,272 | $100,272 | |
| Indemnification Insurance | $2,756 | $2,756 | |
| K-1 EXP MERCER PRIVATE INV IV | $26,690 | $24,958 | |
| K-1 EXP MERCER PRIVATE INV V | $20,511 | $19,944 | |
| K-1 Exp MERCER PRIVATE INV PTN | $3,719 | $3,667 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss MERCER PRIVATE INV PTNS IV LP | $4,113 | $11,146 |
| K-1 Inc/Loss MERCER PRIVATE INV PTNS V LP | $4,134 | $5,589 |
| K-1 Inc/Loss MERCER PRIVATE INV PTNS, LP | $1,693 | $2,366 |
| Federal Tax Refund | $2,190 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $1,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $109,805 | Amt |
| Net Investment Income | $109,805 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $24,300 |
| 990-PF Extension for 2019 | $11,479 |
| STATE INCOME TAX | $100 |