G UNGER VETLESEN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: G UNGER VETLESEN FOUNDATION (EIN 13-1982695)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-07-12
IRS object ID: 202121939349100117
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
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-07-12T10:38:12-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	132709344	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SHEEHAN & COMPANY CPA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	165 ORINOCO DRIVE	AddressLine1Txt
City	BRIGHTWATERS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11718	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	131982695	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE G UNGER VETLESEN FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O FULTON VITTORIA LLP	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	GUNG	BusinessNameControlTxt
Phone	2125860700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	ONE ROCKEFELLER PLAZA NO301	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100202002	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MAURIZIO J MORELLO	PersonNm
Person Title	EXEC V.P. & ASST. TREAS.	PersonTitleTxt
Phone	2125860700	PhoneNum
Signature	2021-07-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MAURIZIO	PersonFirstNm
Person Last	MORELLO	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN C DEFALCO	PreparerPersonNm
PTIN	P00921346	PTIN
Phone	6316657040	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$183,929,831	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$32,797	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$32,797	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,531,513	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,531,513	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$681,957	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$5,523,447	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,882,353	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,564,310	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$170,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$85,000	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$85,000	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$20,833	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$10,416	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$10,417	OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss	$21,420	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$10,710	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$10,710	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$43,232	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$21,616	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$21,616	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$383,571	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$383,421	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$150	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$221,087	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$6,298	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$6,298	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$25,498	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$12,750	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$12,748	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$885,641	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$530,211	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$146,939	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,710,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,710,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$8,595,641	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$530,211	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,856,939	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$6,713,288	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,034,099	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$80,207	CashBOYAmt
Cash EOY	$207,641	CashEOYAmt
Cash EOYFMV	$207,641	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$8,445,678	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,793,097	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,793,549	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$56,302,303	CorporateStockBOYAmt
Corporate Stock EOY	$55,114,162	CorporateStockEOYAmt
Corporate Stock EOYFMV	$180,928,641	CorporateStockEOYFMVAmt
Total Assets BOY	$64,828,188	TotalAssetsBOYAmt
Total Assets EOY	$58,114,900	TotalAssetsEOYAmt
Total Assets EOYFMV	$183,929,831	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$64,828,188	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$58,114,900	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$64,828,188	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$58,114,900	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$64,828,188	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$58,114,900	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$64,828,188	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$6,713,288	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$58,114,900	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$58,114,900	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DEUTSCHE BANK ACCT# 0854 (PUBLICLY TRADED SECURITIES)	P	2020-12-31	$272,621	$159,750	$112,871	$112,871
DEUTSCHE BANK ACCT# 0854 (PUBLICLY TRADED SECURITIES)	P	2020-12-31	$5,250,826	$6,045,654	-$794,828	-$794,828

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$681,957	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$28,274	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$28,274	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$28,274	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$30,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$30,000	TotalPaymentsAndCreditsAmt
Es Penalty	$204	EsPenaltyAmt
Overpayment	$1,522	OverpaymentAmt
Applied To ES Tax	$1,522	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.VETLESENFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	MAURIZIO J MORELLO	IndividualWithBooksNm
Phone	2125860700	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE ROCKEFELLER PLAZA - SUITE 301	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10020	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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
AMBROSE K MONELL
ONE ROCKEFELLER PLAZA - SUITE 301	NEW YORK	NY	10020	PRESIDENT & TREASURER	10.00	$0	$0	$0
DR GARY K BEAUCHAMP
ONE ROCKEFELLER PLAZA - SUITE 301	NEW YORK	NY	10020	DIRECTOR	1.00	$0	$0	$0
MAURIZIO J MORELLO
ONE ROCKEFELLER PLAZA - SUITE 301	NEW YORK	NY	10020	EXEC V.P. & ASST. TREAS.	10.00	$170,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
ARISTOTLE
489 FIFTH AVE	NEW YORK	NY	10017	CUSTODIAL FEES	$302,036
DEUTSCHE BANK
280 PARK AVENUE	NEW YORK	NY	10017	CUSTODIAL FEES	$81,235

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$155,710,479	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$7,651,099	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$163,361,578	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$163,361,578	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,450,424	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$160,911,154	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$8,045,558	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$8,045,558	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$28,274	TaxBasedOnInvestmentIncomeAmt
Total Tax	$28,274	TotalTaxAmt
Distributable Before Adj	$8,017,284	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$8,017,284	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$8,017,284	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,856,939	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$7,856,939	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$7,856,939	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$8,017,284	DistributableAsAdjustedAmt
Undistributed Income PY	$7,380,728	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,856,939	QualifyingDistributionsAmt
Applied To Year1	$7,380,728	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$476,211	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$7,541,073	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MAURIZIO J MORELLO	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE ROCKEFELLER PLAZA	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10020	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2125860700	RecipientPhoneNum
Form And Info And Materials	SIMPLE LETTER	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Province Or StateRecipientForeignAddress/ProvinceOrStateNm
AMERICAN-SCANDINAVIAN FOUNDATION
58 PARK AVENUE	NEW YORK	NY	10016	PC	GENERAL PURPOSES	$50,000
ATLANTIC SALMON FEDERATION
POBOX 807	CALAIS	ME	04619	PC	$37,500 APPLIED TO GENERAL PURPOSES AND $37,500 APPLIED TO WORK IN GREENLAND	$75,000
ATLANTIC SALMON TRUST
				PC	GENERAL PURPOSES	$50,000	BATTLEBY HOUSE REDGORTON	PERTH PH EW	UK
BERMUDA INSTITUTE OF OCEAN SCIENCES
				PC	GENERAL PURPOSES	$150,000	17 BIOLOGICAL STATION	FERRY REACH	BD	ST GEORGE'S
BIGELOW LABORATORY FOR OCEAN SCIENCES
PO BOX 380	EAST BOOTHBAY	ME	04544	PC	GENERAL PURPOSES	$150,000
BLACK ROCK FOREST CONSORTIUM
65 RESERVOIR ROAD	CORNWALL	NY	12518	PC	GENERAL PURPOSES	$50,000
BONEFISH AND TARPON TRUST
135 SAN LORENZO AVENUE SUITE 860	CORAL GABLES	FL	33146	PC	GENERAL PURPOSES	$50,000
CAPE ELEUTHERA SCHOOL
PO BOX 842484	BOSTON	MA	02284	PC	GENERAL PURPOSES	$150,000
CATHOLIC CHARITIES USA
2050 BALLENGER AVENUE SUITE 400	ALEXANDRA	VA	22314	PC	DISASTER RELIEF OPERATIONS	$100,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUE	ANNAPOLIS	MD	21403	PC	$25,000 FOR GENERAL PURPOSES AND $50,000 FOR THE FOUNDATION'S OYSTER RESTORATION	$75,000
COLORADO STATE UNIVERSITY DEPARTMENT OF ATMOSPHERIC SCIENCE
COLORADO STATE UNIVERSITY	FORT COLLINS	CO	80523	PC	RESEARCH ON GLOBAL TEMPERATURE AND ATLANTIC HURRICANES	$100,000
CONNECTICUT FUND FOR THE ENVIRONMENT
900 CHAPEL STREET SUITE 2202	NEW HAVEN	CT	06510	PC	FOR APPLICATION TO ITS SAVE THE SOUND PROGRAM	$50,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOOR	NEW YORK	NY	10006	PC	$50,000 FOR INTERNATIONAL MEDICAL RELIEF PROGRAMS; $50,000 FOR GENERAL PURPOSES	$100,000
GAME CONSERVANCY USA
49 LOCUST AVENUE SUITE 104	NEW CANAAN	CT	06840	PC	GENERAL PURPOSES	$35,000
GULF OF MAINE RESEARCH INSTITUTE
350 COMMERCIAL STREET	PORTLAND	ME	04101	PC	COLLABORATIVE RESEARCH EFFORTS BETWEEN GMRI SCIENTISTS AND COMMERCIAL FISHERMEN, RECREATIONAL ANGLERS AND AQUACULTURE FARMS	$100,000
INTERNATIONAL YACHT RESTORATION SCHOOL
449 THAMES STREET	NEWPORT	RI	02840	PC	GENERAL PURPOSE	$50,000
ISLAND CONSERVATION
2100 DELAWARE AVENUE SUITE 1	SANTA CRUZ	CA	95060	PC	GENERAL PURPOSES	$50,000
MARINE BIOLOGICAL LABORATORIES
7 MBL STREET	WOODS HOLE	MA	02543	PC	FOR APPLICATION TO THE JOSEPHINE BAY PAUL CENTER	$350,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUE E19-411	CAMBRIDGE	MA	021394307	PC	JOINT PROGRAM ON THE SCIENCE AND POLICY OF GLOBAL CHANGE	$100,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH STREET NW SUITE 700	WASHINGTON	DC	20001	PC	GENERAL PURPOSES	$25,000
NATURE CONSERVANCY OF IDAHO
116 1ST AVENUE NORTH	HAILEY	ID	83333	PC	GENERAL PURPOSES	$50,000
NORTH ATLANTIC SALMON FUND
350 5TH AVE SUITE 6720	NEW YORK	NY	10118	PC	TO SUPPORT NASF'S CAMPAIGN AGAINST SEA CAGE SALMON FISHING IN ICELAND	$25,000
OREGON STATE UNIVERSITY COLLEGE OF EARTH OCEAN & ATMOSPHERIC SCIENCES
104 CEOAS ADMINISTRATION BLDG	CORVALLIS	OR	97331	PC	GENERAL PURPOSES OF THE COLLEGE OF EARTH, OCEAN AND ATMOSPHERIC SCIENCES	$375,000
ORGANIZATION FOR TROPICAL STUDIES
408 SWIFT AVE	DURHAM	NC	27705	PC	GENERAL PURPOSES	$50,000
PEREGRINE FUND
5668 WEST FLYING HAWK LANE	BOISE	ID	83709	PC	GENERAL PURPOSES	$125,000
RESOURCES FOR THE FUTURE
1616 P STREET NW SUITE 600	WASHINGTON	DC	20036	PC	APPLICATION TO THE CLIMATE ECONOMICS AND POLICY PROGRAM	$50,000
RUTGERS UNIVERSITY DEPARTMENT OF MARINE AND COASTAL SCIENCES
RUTGERS UNIVERSITY	NEW BRINSWICK	NJ	08901	PC	GENERAL PURPOSES OF THE CENTER FOR OCEAN OBSERVING LEADERSHIP	$150,000
SALVATION ARMY
615 SLATERS LANE - PO BOX 269	ALEXANDRIA	VA	22313	PC	APPLICATION TO ITS DISASTER RELIEF PROGRAMS	$100,000
SCENIC HUDSON
ONE CIVIC CENTER PLAZA - SUITE 200	POUGHKEEPSIE	NY	12601	PC	RIVERFRONT COMMUNITIES PROGRAM AND/OR ECOLOGICAL RESTORATION INITIATIVES	$75,000
SCHOOLYARD FILMS INC
340 ROYAL POINCIANA WAY SUITE M314	PALM BEACH	FL	33480	PC	PROJECT PAPAHANAUMOKUAKEA MARINE NATIONAL MONUMENT	$50,000
TEXAS A&M GEOCHEMICAL AND ENVIRONMENTAL GROUP
833 GRAHAM ROAD	COLLEGE STATION	TX	77845	PC	GENERAL PURPOSES	$50,000
TRUSTEES OF COLUMBIA UNIVERSITY LAMONT-DOHERTY EARTH OBSERVATORY
PO BOX 1000 61 ROUTE 9W	PALISADES	NY	10964	PC	$300,000 GENERAL PURPOSES OF THE OBSERVATORY; $200,000 FOR PROGRAMS OF THE CLIMATE CENTER; $200,000 VETLESEN PRIZE	$700,000
UC SAN DIEGO FOUNDATION SCRIPPS INSTITUTION OF OCEANOGRAPHY
9500 GILMAN DRIVE MC 0210	LA JOLLA	CA	92093	PC	GLOBAL CHANGE PROGRAM	$600,000
UNIV SYSTEM OF MARYLAND FOUNDATION INST OF MARINE & ENVIRONMENTAL TECH
701 EAST PRATT STREET	BALTIMORE	MD	21202	PC	GENERAL PURPOSES	$100,000
UNIVERSITY OF BRITISH COLUMBIA
				PC	$50,000 TOWARD RESEARCH ON OCEANIC DEAD ZONES AND $50,000 TOWARD RESEARCH ON CLIMATE CHANGE AND FISHERIES ON SALMON	$100,000	500-5950 UNIVERSITY BOULEVARD		CA	VANCOUVER
UNIVERSITY OF FLORIDA WHITNEY LABORATORY FOR MARINE BIOSCIENCES
9505 OCEAN SHORE BOULEVARD	ST AUGUSTINE	FL	320808610	PC	GENERAL PURPOSES	$100,000
UNIVERSITY OF MIAMI ROSENSTIEL SCHOOL OF MARINE AND ATMOSPHERIC SCIENCE
4600 RICKENBACKER CAUSEWAY	MIAMI	FL	33149	PC	GENERAL PURPOSES	$375,000
UNIVERSITY OF RHODE ISLAND GRADUATE SCHOOL OF OCEANOGRAPHY
NARRAGANSETT BAY CAMPUS	NARRAGANSETT	RI	02882	PC	GENERAL PURPOSES	$375,000
UNIVERSITY OF TEXAS INSTITUTE FOR GEOPHYSICS
10100 BURNET RD BLDG 196 R2200	AUSTIN	TX	78758	PC	ANTARCTIC AEROGEOPHYSICAL RESEARCH PROJECT	$300,000
UNIVERSITY OF VIRGINIA DEPARTMENT OF CIVIL AND ENVIRONMENTAL ENGINEERING
PO BOX 400259	CHARLOTTESVILLE	VA	22904	PC	RESEARCH ON ANTHROPOGENIC WASTEWATER CONSTITUENTS TO MITIGATE COVID-19	$50,000
UNIVERSITY OF WASHINGTON SCHOOL OF OCEANOGRAPHY
PO BOX 359505	SEATTLE	WA	981959505	PC	$375,000 TO THE SCHOOL OF OCEANOGRAPHY, $25,000 TO DR LAIDRE'S WORK IN GREENLAND	$400,000
WEBB INSTITUTE
298 CRESCENT BEACH ROAD	GLEN COVE	NY	11542	PC	GENERAL PURPOSES	$100,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD	BRONX	NY	10460	PC	$150,000 FOR GENERAL PURPOSES; $50,000 FOR MARINE PROGRAM; $50,000 FOR WILDLIFE HEALTH PROGRAM; AND $500,000 FOR BRIDGE FUND	$750,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION
266 WOODS HOLE ROAD	WOODS HOLE	MA	02543	PC	GENERAL PURPOSES	$750,000
YELLOWSTONE PARK FOUNDATION
222 EAST MAIN STREET SUITE 301	BOZEMAN	MT	59715	PC	GENERAL PURPOSES	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,710,000	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PEREGRINE FUND	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	5668 WEST FLYING HAWK LANE	AddressLine1Txt
City	BOISE	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	83709	ZIPCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	$100,000 - 2021 GENERAL PURPOSES; $100,000 - 2022 GENERAL PURPOSES	GrantOrContributionPurposeTxt
Amt	$200,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$200,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$32,797	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,531,513	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$681,957	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,882,353	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,882,353	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT FEE	$29,362	$14,681	$14,681
RECORDKEEPING AND TAX PREPARATION	$13,870	$6,935	$6,935

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$55,114,162	EOYBookValueAmt
EOYFMV	$180,928,641	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$21,420	LegalFeesAmt
Net Investment Income	$10,710	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$10,710	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$22,220	$11,110	$11,110
OFFICE EXPENSES	$1,753	$877	$876
NYS FILLING FEE	$1,525	$763	$762

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES	$300	$150	$150
CUSTODIAL EXPENSE	$383,271	$383,271	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$12,596	$6,298	$6,298
EXCISE TAXES	$208,491	$0	$0