NIELSEN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NIELSEN FOUNDATION INC (EIN 47-5513015)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349104422
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:34:55-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 475513015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE NIELSEN FOUNDATION INC | InCareOfNm |
| Business Name Control | NIEL | BusinessNameControlTxt |
| Phone | 2035633154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LISA LONGO1010 WASHINGTON BLVD | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA LONGO | PersonNm |
| Person Title | SR VICE PRESIDENT | PersonTitleTxt |
| Phone | 2035633154 | 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 | LISA | PersonFirstNm |
| Person Last | LONGO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH MONROE | PreparerPersonNm |
| PTIN | P01441362 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,251,219 | 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 | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $889,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $889,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,302,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,305,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,305,321 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,191,977 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,194,776 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,494 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,494 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $146,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,439 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,918 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,918 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $242,351 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,439 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,179,240 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,179,240 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,421,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,439 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,285,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$229,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,078,337 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $710,380 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $548,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $548,598 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $35,481 | AcctRcvblAmt |
| Acct Rcvbl BOY | $46,809 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $35,481 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $35,481 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,894,322 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,134,190 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,237,452 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,202,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,318,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,457,878 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,786,706 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,092,764 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,340,704 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,375,211 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,656,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,631,106 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,015,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,785,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,251,219 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $35,015,551 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,785,937 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,015,551 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,785,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,015,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,785,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,015,551 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$229,614 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,785,937 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,785,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,305,321 | GrossSalesPriceAmt |
| Gain Or Loss | $1,305,321 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,305,321 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,305,321 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,889 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,889 | SubtotalAmt |
| Tax Based On Investment Income | $28,889 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,458 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $31,458 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,569 | OverpaymentAmt |
| Applied To ES Tax | $2,569 | 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 | CT | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2035632882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | 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 | false | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| EMILY EPSTEIN | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | PRES/SEC/EXEC DIR-GOVERNANCE | 0.5 | $0 | $0 | $0 |
| LISA LONGO | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | VICE PRESIDENT-FINANCE | 2.0 | $0 | $0 | $0 |
| GEORGE CALLARD | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| WILLIAM BRADLEY | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | TREASURER, DIRECTOR | 2.0 | $0 | $0 | $0 |
| LAURA NELSON | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| ANDREA BERTELS | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | EXEC DIR-GRANTMAKING | 6.0 | $0 | $0 | $0 |
| SANDRA SIMS-WILLIAMS | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR AS OF 4/23/2020 | 0.5 | $0 | $0 | $0 |
| LAURIE LOVETT | |||||||||
| C/O THE NIELSEN FOUNDATION INC | 40 DANBURY ROAD | WILTON | CT | 06897 | DIRECTOR AS OF 1/31/2020 | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT FEES | ServiceTypeTxt |
| Compensation | $116,439 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $36,126,336 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,148,458 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,148,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $542,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,606,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,780,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,780,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,889 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,889 | TotalTaxAmt |
| Distributable Before Adj | $1,751,423 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,751,423 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,751,423 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,285,652 | 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 | $2,285,652 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,285,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,751,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,610,650 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,285,652 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,610,650 | AppliedToYear1Amt |
| Applied To Current Year | $675,002 | 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 |
| Undistributed Income CY | $1,076,421 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE INC | |||||||
| 253 W 35TH STREET 6TH FLOOR | NEW YORK | NY | 100011907 | NONE | PC | SUPPORTING A BETTER CHANCE COLLEGE PREPARATORY SCHOOLS PROGRAM | $12,500 |
| ADVERTISING COUNCIL INC | |||||||
| 815 SECOND AVE 9TH FLR | NEW YORK | NY | 100174500 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 |
| AL OTRO LADO INC | |||||||
| 4843 SLAUSON AVE | MAYWOOD | CA | 902703018 | NONE | PC | SUPPORT FOR COVID-RELATED HUMANITARIAN EFFORTS IN PROVIDING EMERGENCY FOOD ASSISTANCE AND NUTRITION EDUCATION TO VULNERABLE MIGRANTS | $10,000 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 752315129 | NONE | PC | GENERAL OPERATING SUPPORT FOR COVID-19 RESPONSE AND COMMUNITY HEALTH NEEDS | $10,000 |
| AMERICAN ONLINE GIVING FOUNDATION INC | |||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | NONE | PC | MATCHING DONATIONS FROM JUNE-SEPTEMBER 2020 FOR COVID-19 RESPONSE PROGRAMS AND JUSTICE & EQUALITY PROGRAMS, DIRECTED AT 7 ORGANIZATIONS | $36,939 |
| ARF CHARITABLE FOUNDATION | |||||||
| 432 PARK AVENUE SOUTH 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | SUPPORT FOR ARF CHARITABLE FOUNDATION FOR SCHOLARSHIPS THROUGH THE ARF WIDE PROGRAM | $25,000 |
| ASIAN & PACIFIC ISLANDER AMERICAN SCHOLARSHIP FUND | |||||||
| 2025 M ST NW STE 610 | WASHINGTON | DC | 200363363 | NONE | PC | SUPPORT FOR THE APIA SCHOLARSHIP PROGRAM | $10,000 |
| ASIAN AMERICAN HEALTH COALITION OF GREATER HOUSTON | |||||||
| 7001 CORPORATE DR | HOUSTON | TX | 770365110 | NONE | PC | SUPPORT FOR THE HOPE CLINIC TO INCREASE RESOURCES FOR CORONAVIRUS TESTING, CARE AND EDUCATION | $12,500 |
| ASIAN AMERICANS ADVANCING JUSTICE - AAJC INC | |||||||
| 1620 L ST NW STE 1050 | WASHINGTON | DC | 200365660 | NONE | PC | SUPPORT FOR CENSUS 2020 OUTREACH AND MESSAGING NEEDS, AS WELL AS ACTIVITIES COMBATTING HATE INCIDENTS TARGETING AAPIS, RELATED TO THE COVID-19 PANDEMIC | $15,000 |
| ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT | |||||||
| 2400 MOORPARK AVE STE 300 | SAN JOSE | CA | 951282680 | NONE | PC | SUPPORT FOR AACI'S SENIOR WELLNESS LUNCH PROGRAM FOR SENIORS IN SANTA CLARA COUNTY | $12,500 |
| ASIAN COUNSELING AND REFERRAL SERVICE | |||||||
| 3639 MARTIN LUTHER KING JR WAY S | SEATTLE | WA | 981446847 | NONE | PC | SUPPORT FOR VITAL SERVICES TO THOSE OFTEN MARGINALIZED DUE TO MENTAL HEALTH CONDITIONS AND/OR LANGUAGE AND CULTURAL BARRIERS | $12,500 |
| BROADCASTERS FOUNDATION OF AMERICA | |||||||
| 125 WEST 55TH STREET 4TH FLOOR | NEW YORK | NY | 100195366 | NONE | PC | PROVIDE CRITICAL FINANCIAL SUPPORT TO DESTITUTE BROADCASTERS, THROUGH EMERGENCY GRANTS AND MONTHLY GRANTS | $50,000 |
| BY THE HAND CLUB FOR KIDS | |||||||
| 415 N LARAMIE AVE | CHICAGO | IL | 606441907 | NONE | PC | SUPPORT FOR AUSTIN HARVEST - A YOUTH-LED, OPEN AIR FRESH MARKET THAT PROVIDES FRESH PRODUCE TO THE AUSTIN RESIDENTS WHILE PROVIDING JOB TRAINING FOR AUSTIN YOUTH. | $15,000 |
| ENTERTAINMENT INDUSTRY FOUNDATION | |||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT THE KNOW YOUR RIGHTS CAMP'S (KYRC) COVID-19 RELIEF EFFORTS | $10,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR | CHICAGO | IL | 606012314 | NONE | PC | SUPPORT FOR FEEDING AMERICA'S COVID-19 RESPONSE FUND | $50,000 |
| FIGURE SKATING IN HARLEM INC | |||||||
| 361 WEST 125TH STREET 4TH FLOOR | NEW YORK | NY | 100274843 | NONE | PC | TO PROVIDE QUALITY ACADEMIC, LEADERSHIP, HEALTH AND WELLNESS PROGRAMS TO GIRLS FROM UNDER-RESOURCED NYC COMMUNITIES | $10,000 |
| FOUNDATION FOR MINORITY INTERESTS IN MEDIA INC | |||||||
| 30 ROCKEFELLER PLAZA CAMPUS 12 | NEW YORK | NY | 101120015 | NONE | PC | GENERAL SUPPORT OF THE EMMA BOWEN FOUNDATION WORK TO BUILD AND SUPPORT MEDIA AND TECH WITH A DIVERSE TALENT PIPELINE | $10,000 |
| FPF EDUCATION AND INNOVATION FOUNDATION | |||||||
| 1400 EYE ST NW NO 450 | WASHINGTON | DC | 200056503 | NONE | PC | SUPPORT FOR THE ELISE BERKOWER FELLOWSHIP | $50,000 |
| FRIENDS OF THE WORLD FOOD PROGRAM INC | |||||||
| 1725 I ST NW STE 510 | WASHINGTON | DC | 200062425 | NONE | PC | SUPPORT FOR WFP'S COVID-19 RESPONSE FUND | $50,000 |
| FUND FOR EDUCATIONAL EXCELLENCE INC | |||||||
| 800 N CHARLES ST STE 400 | BALTIMORE | MD | 212015322 | NONE | PC | SUPPORT FOR THE INSTALLATION OF MESH WIFI NETWORKS TO SUPPORT DISTANCE LEARNING FOR BALTIMORE CITY STUDENTS IN EAST BALTIMORE, SANDTOWN WINCHESTER AND CHERRY HILL. | $15,000 |
| FUTURE 5 INC | |||||||
| 135 ATLANTIC STREET | STAMFORD | CT | 060912424 | NONE | PC | SUPPORT FOR COLLEGE AP PROGRAM. THIS PROGRAM ENCOMPASSES ALL ASPECTS OF POST-SECONDARY SUCCESS, FROM (A)CCESS TO HIGHER EDUCATION TO (P)ERSISTENCE TO A 2 OR 4 YEAR DEGREE | $50,000 |
| GEENA DAVIS INSTITUTE AT MOUNT SAINT MARY'S UNIV | |||||||
| 10 CHESTER PLACE | LOS ANGELES | CA | 90007 | NONE | PC | SUPPORT FOR THE CONTINUED DEVELOPMENT OF THE GEENA DAVIS INCLUSION QUOTIENT (GD-IQ) MEDIA MEASUREMENT TOOL | $75,000 |
| GLOBALGIVING FOUNDATION INC | |||||||
| 1110 VERMONT AVE NW SUITE 550 | WASHINGTON | DC | 20005 | NONE | PC | SUPPORT FOR THE "SEEDS AND SKILLS FOR WOMEN TO GROW VEGETABLES"PROVIDE MEALS FOR SYRIAN AND LEBANESE REFUGEES" PROJECTS; DONATION IN CONNECTION WITH HUNGER ACTION MONTH | $5,000 |
| HILLSBOROUGH COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 39 COLUMBIA DRIVE NO 719 | TAMPA | FL | 336063584 | NONE | PC | AWARDING TWO STEM STUDENTS $2500 EACH TO HELP THEM ADDRESS THEIR FINANCIAL NEED IN COMPLETING HCC | $5,000 |
| HILLSBOROUGH EDUCATION FOUNDATION INC | |||||||
| 2306 N HOWARD AVE | TAMPA | FL | 336072613 | NONE | PC | SUPPORT FOR DIGITAL DIVIDE INITIATIVE FOR STUDENTS BY SUPPLYING LAPTOP/TABLE DEVICES AND HOTSPOTS WITH DATA PLANS FOR ELEARNING | $10,000 |
| HISPANIC FEDERATION INC | |||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 100053301 | NONE | PC | GENERAL SUPPORT TO FUND COVID-19 SERVICES TO LATINX INDIVIDUALS AND NONPROFITS, AND TO ASSIST THE PIVOT TO VIRTUAL SERVICES | $50,000 |
| HISPANIC HERITAGE FOUNDATION | |||||||
| 101 S WHITING ST STE 308 | ALEXANDRIA | VA | 223043416 | NONE | PC | SUPPORT FOR LOFT (LATINOS ON FAST TRACK) CHARLAS COVID 19 RESPONSE | $10,000 |
| HISPANIC SCHOLARSHIP FUND | |||||||
| 1411 W 190TH ST STE 700 | GARDENA | CA | 902484376 | NONE | PC | SUPPORT FOR 2020-21 HSF SUPPORT SERVICES, INCLUDING STUDENT AND PARENT PROGRAMS; SCHOLAR SUPPORT SERVICES; AND HSF TECHNOLOGY. | $10,000 |
| HOWARD UNIVERSITY | |||||||
| 2244 10TH STREET ROOM 402 | WASHINGTON | DC | 200590001 | NONE | PC | SCHOOL OF COMMUNICATIONS BOARD OF VISITORS SCHOLARSHIP AWARD | $5,000 |
| IMENTOR INCORPORATED | |||||||
| 199 WATER ST 8TH FL | NEW YORK | NY | 100383541 | NONE | PC | SUPPORT STUDENTS IN NEW YORK CITY AND CHICAGO THROUGH THE MENTORSHIP PROGRAM FOR THE 2020-2021 SCHOOL YEAR | $20,000 |
| INTERNATIONAL RADIO TELEVISION SOCIETY FOUNDATION | |||||||
| 1697 BROADWAY STE 404 | NEW YORK | NY | 100195911 | NONE | PC | SUPPORT FELLOWSHIPS FOR THE IRTS SUMMER FELLOWSHIP PROGRAM, THE IRTS MULTICULTURAL CAREER WORKSHOP, AND IRTS FACULTY SEMINAR | $42,500 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST 12TH FLOOR | NEW YORK | NY | 101681299 | NONE | PC | SUPPORT FOR IRC'S GLOBAL RESPONSE TO THE COVID-19 PANDEMIC | $50,000 |
| LA PROMISE FUND | |||||||
| 1933 S BROADWAY STE 1108 | LOS ANGELES | CA | 900074522 | NONE | PC | GENERAL OPERATING SUPPORT TO HELP SUSTAIN CORE OPERATIONS | $5,000 |
| LATINO COMMUNITY FOUNDATION | |||||||
| 235 MONTGOMERY ST STE 1160 | SAN FRANCISCO | CA | 941043004 | NONE | PC | GENERAL OPERATING EXPENSES RELATED TO ENSURING A FAIR AND ACCURATE COUNT OF CALIFORNIA'S LATINO COMMUNITY IN THE 2020 CENSUS | $10,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 28 LIBERTY STREET FLOOR 34 | NEW YORK | NY | 10005 | NONE | PC | FINANCIAL RELIEF TO HELP SMALL BLACK-OWNED BUSINESSES WEATHER THE ECONOMIC IMPACT OF COVID-19 | $350,000 |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE STREET | BROOKLYN | NY | 112375664 | NONE | PC | SUPPORT FOR AN EMERGENCY CASH AID PROGRAM FOR WORKERS WHO HAVE BEEN IMPACTED BY COVID AND ARE EXCLUDED FROM GOVERNMENT RELIEF | $10,000 |
| N AA C P LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| 40 RECTOR STREET NO 5TH FL | NEW YORK | NY | 100061738 | NONE | PC | SUPPORT FOR NAACP LEGAL DEFENSE AND EDUCATIONAL FUND SCHOLARSHIP PROGRAMS | $25,000 |
| NATIONAL AFTERSCHOOL ASSOCIATION | |||||||
| 2961A HUNTER MILL ROAD | OAKTON | VA | 22124 | NONE | PC | DISCOVER DATA PROGRAM - MIDDLE SCHOOL DATA SCIENCE ACTIVITIES PROGRAM | $200,000 |
| NATIONAL ASS'N OF BROADCASTERS LEADERSHIP FDN | |||||||
| 1771 N ST NW | WASHINGTON | DC | 200362800 | NONE | SO I | TO SUPPORT THE BROADCAST LEADERSHIP TRAINING (BLT) AND THE MEDIA SALES INSTITUTE (MSL) INTENSIVE SALES TRAINING PROGRAMS, AS WELL AS THE TECHNOLOGY APPRENTICESHIP PROGRAM (TAP) | $25,000 |
| NATIONAL CARES MENTORING MOVEMENT INC | |||||||
| 5 PENN PLAZA 23RD FLOOR | NEW YORK | NY | 100011810 | NONE | PC | CONTINUED DELIVERY OF GROUP-MENTORING PROGRAMS AND REPLICATION OF THEM THROUGH AFFILIATE NETWORK | $15,000 |
| NATIONAL QUEER ASIAN PACIFIC ISLANDER ALLIANCE INC | |||||||
| 233 FIFTH AVE STE 4A | NEW YORK | NY | 100168733 | NONE | PC | SUPPORT FOR RAPID RESPONSE EFFORTS TO COMBAT XENOPHOBIA DURING COVID-19 AND CONTINUE ADVANCING INCLUSIVITY | $5,000 |
| OURBRIDGE INC | |||||||
| 1350 CENTRAL AVE | CHARLOTTE | NC | 282055010 | NONE | PC | SUPPORTING PROGRAMS TO PROVIDE A SAFE SPACE FOR STUDENTS IN K-5 WHO ARE ENGLISH LANGUAGE LEARNERS TO RECEIVE SUPPORT IN LITERACY AND ENGLISH ACQUISITION | $10,000 |
| PINELLAS COUNTY EDUCATION FOUNDATION INC | |||||||
| 12090 STARKEY RD | LARGO | FL | 337732727 | NONE | PC | GENERAL OPERATING SUPPORT TO ADVANCE EDUCATIONAL ACHIEVEMENT PROGRAMS | $10,000 |
| PLAYERS PHILANTHROPY FUND | |||||||
| 1122 KENILWORTH DR STE 307 | TOWSON | MD | 212042146 | NONE | PC | SUPPORT FOR THE WELCOME TO CHINATOWN LONGEVITY FUND, A SMALL BUSINESS RELIEF GRANT TO ASSIST WITH OVERHEAD COSTS AS A RESULT OF COVID-19 | $12,500 |
| POLARIS PROJECT | |||||||
| PO BOX 65323 | WASHINGTON | DC | 200355323 | NONE | PC | COVID-19 SNAPSHOT INITIATIVE TO PROVIDE DATA AND INSIGHTS ON THE SPECIFIC WAYS THE PANDEMIC INTERSECTS WITH HUMAN TRAFFICKING | $50,000 |
| RON CLARK ACADEMY INC | |||||||
| 228 MARGARET ST SE | ATLANTA | GA | 303154105 | NONE | PC | RCA VIRTUAL PROFESSIONAL DEVELOPMENT OFFERINGS FOR EDUCATORS ACROSS THE UNITED STATES | $10,000 |
| SAVING OUR DAUGHTERS INC | |||||||
| 311 RYAN TRL | DALLAS | GA | 301571075 | NONE | PC | SUPPORT THE STORYTIME SESSIONS PROJECT ONLINE EDUCATION PROGRAMMING DURING COVID-19 | $20,000 |
| SPECIAL SERVICE FOR GROUPS INC | |||||||
| 905 E 8TH ST | LOS ANGELES | CA | 900211848 | NONE | PC | EMERGENCY CSA PROGRAM FOR API FAMILIES IMPACTED BY COVID-19 IN SAN GABRIEL VALLEY | $5,000 |
| ST PETERSBURG COLLEGE FOUNDATION INC | |||||||
| PO BOX 13489 | ST PETERSBURG | FL | 337333489 | NONE | PC | FIVE $1,000 NIELSEN FOUNDATION SCHOLARSHIPS | $5,000 |
| STRIVETOGETHER INC | |||||||
| 125 EAST 9TH ST 2ND FL | CINCINNATI | OH | 452020000 | NONE | PC | SUPPORT FOR THE DEVELOPMENT OF SYSTEMS-LEVEL INDICATORS AND BEST PRACTICES FOR WORKING WITH SCHOOL DISTRICTS TO CENTER RACIAL EQUITY | $50,000 |
| SUMMER SEARCH | |||||||
| 101 HOWARD STREET | SAN FRANCISCO | CA | 941051629 | NONE | PC | SUPPORTING THE ORGANIZATION'S DEPTH MENTORING MEASUREMENT TOOL TO UNDERSTAND HOW ITS MENTORING PROGRAM SUPPORTS STUDENT CRITICAL CONSCIOUSNESS AND IDENTITY FORMATION | $50,000 |
| T HOWARD FOUNDATION | |||||||
| 8630 FENTON ST STE 316 | SILVER SPRING | MD | 209103814 | NONE | PC | SUPPORT TO PURCHASE SOFTWARE AND EQUIPMENT NEEDED TO DEVELOP VIDEOS AND WEBINARS FOR VIRTUAL COLLEGE RECRUITMENT, MEET & GREETS AND PROFESSIONAL DEVELOPMENT WEBINARS | $17,500 |
| TAMPA BAY WAVE INC | |||||||
| 500 E KENNEDY BLVD 300 | TAMPA | FL | 336024934 | NONE | PC | TECHDIVERSITY ACCELERATOR COHORT POWERED BY NIELSEN FOUNDATION | $228,500 |
| THE BLACKBAUD GIVING FUND | |||||||
| 2000 DANIEL ISLAND DR NO 100 | CHARLESTON | SC | 29492 | NONE | PC | CAUSE CARDS PROGRAM THROUGH JULY 2020 (ADMINISTERED BY YOURCAUSE AS FISCAL SPONSOR). EMPLOYEES ACCESS A CAUSE CARD WHEN THEY LOG 12+ HOURS OF VOLUNTEERING IN A QUARTER AND CAN DIRECT A $200 DONATION TO AN ELIGIBLE NONPROFIT ORGANIZATION. FROM JANUARY THROUGH JULY 2020, 57 CAUSE CARDS WERE REDEEMED. | $13,419 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 200013186 | NONE | PC | SUPPORT FOR THE UNCF 2020 WALK FOR EDUCATION; FUNDS USED TO HELP LOW-INCOME STUDENTS ATTENDING HBCUS--THAT EXPERIENCE FINANCIAL EMERGENCIES AND UNFORESEEN EXPENSES--STAY IN COLLEGE AND COMPLETE THEIR DEGREES | $10,000 |
| UNITED WAY WORLDWIDE | |||||||
| 701 NORTH FAIRFAX STREET | ALEXANDRIA | VA | 22314 | NONE | PC | CAUSE CARDS PROGRAM AFTER JULY 2020 (ADMINISTERED BY YOURCAUSE AS FISCAL SPONSOR). EMPLOYEES ACCESS A CAUSE CARD WHEN THEY LOG 12+ HOURS OF VOLUNTEERING IN A QUARTER AND CAN DIRECT A $200 DONATION TO AN ELIGIBLE NONPROFIT ORGANIZATION. ADDITIONAL $100 CAUSE CARDS WERE ALSO OFFERED IN CONJUNCTION WITH VOLUNTEERING DURING HUNGER ACTION MONTH. FROM AUGUST THROUGH DECEMBER 2020, 145 CAUSE CARDS WERE REDEEMED. | $10,382 |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC | |||||||
| 12424 RESEARCH PKWY STE 140 | ORLANDO | FL | 328263257 | NONE | PC | SUPPORT FOR THE UCF NSCM HISPANIC MEDIA INITIATIVE | $10,000 |
| UNIVERSITY OF SOUTH FLORIDA FOUNDATION INC | |||||||
| 4202 EAST FOWLER AVENUE ALC 100 | TAMPA | FL | 336209951 | NONE | PC | UNIVERSITY OF SOUTH FLORIDA/NIELSEN FOUNDATION SCHOLARSHIP PROGRAM | $20,000 |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD BOX H | TAMPA | FL | 336061490 | NONE | PC | SUPPORT FOR SCHOLARSHIPS TO UNIVERSITY OF TAMPA STUDENTS BASED ON FINANCIAL NEED | $5,000 |
| UPWARDLY GLOBAL | |||||||
| 505 8TH AVE RM 1100 | NEW YORK | NY | 100186511 | NONE | PC | SUPPORT FOR UPWARDLY GLOBAL'S EFFORTS TO BOOST RESILIENCY AND EMPLOYABILITY OF IMMIGRANT - INCLUDING REFUGEE AND ASYLEE - PROFESSIONALS IN A CHALLENGING POST-COVID LABOR MARKET | $25,000 |
| URBAN SCHOOL FOOD ALLIANCE INC | |||||||
| 252 W 37TH ST 4TH FLOOR | NEW YORK | NY | 100186641 | NONE | PC | SUPPORTING DATA-INFORMED ACTIVITIES TO ADVANCE HEALTH AND SUSTAINABILITY IN THE U.S. SCHOOL FOOD SYSTEM | $50,000 |
| VOCES DE LA FRONTERA | |||||||
| 1027 S 5TH ST | MILWAUKEE | WI | 532041734 | NONE | PC | SUPPORT TO PROVIDE CASH ASSISTANCE OF $250-$500 FOR IMMIGRANT & LATINX COMMUNITY MEMBERS IMPACTED BY THE COVID-19 PANDEMIC | $10,000 |
| WALTER KAITZ FOUNDATION | |||||||
| 25 MASSACHUSETTS AVE NW STE 100 | WASHINGTON | DC | 200011434 | NONE | PC | SUPPORT THE FOUNDATION'S PROGRAM TO ADVANCE DIVERSITY, EQUITY AND INCLUSION IN THE CABLE & BROADBAND INDUSTRY | $12,500 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW STE 200 | WASHINGTON | DC | 200363380 | NONE | PC | SUPPORT FOR THE "IMPROVING PROFITABILITY & SUSTAINABILITY OF SELF-EMPLOYED WOMEN IN NIGERIA" RANDOMIZED CONTROL TRIAL (RCT) STUDY FOR ENDLINE DATA COLLECTION | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,179,240 | 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 | $76 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $889,379 | 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 | $1,302,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,191,977 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,191,977 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (81 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANTHEM INC 4.65% | $10,907 | $13,106 |
| AT&T INC 3.6% | $20,271 | $22,518 |
| AT&T INC 6.375% | $17,810 | $22,021 |
| BANK AMER CORP 4% | $20,672 | $22,474 |
| BANK AMER CORP 5.875% | $19,284 | $22,820 |
| BARNABAS HLTH SYS 4% | $9,917 | $11,018 |
| BOARDWALK 5.95% | $16,987 | $17,741 |
| BP CAP MKTS AMER 3.194% | $5,041 | $5,500 |
| CAP 1 FINL CORP 4.2% | $20,684 | $22,834 |
| CAP 1 FINL CORP 4.75% | $21,598 | $20,467 |
| CHARTER 4.908% | $21,402 | $23,229 |
| CHENIERE CORPUS 5.875% | $16,181 | $17,457 |
| CITIGROUP INC 3.5% | $20,413 | $21,428 |
| CITIGROUP INC 6.675% | $20,619 | $24,422 |
| COMCAST CORP NEW 6.45% | $13,913 | $15,394 |
| COMCAST CORP NEW 3.3% | $0 | $0 |
| CONOCOPHILLIPS CO 4.95% | $16,971 | $18,010 |
| CONTL RES INC 4.5 | $0 | $0 |
| CONSTELLATION ENERGY GROUP 7.6 | $14,610 | $14,535 |
| D R HORTON INC SR NT 4.375% | $16,046 | $15,820 |
| DOMINION RES INC 5.25% | $12,966 | $13,115 |
| DOW CHEM CO 3.5% | $10,452 | $10,954 |
| DUKE RLTY LTD PART 4% | $4,946 | $5,893 |
| EMORY UNIV FIXED 1.566% | $5,195 | $5,195 |
| ENERGY TRANSFER 5.25% | $10,221 | $11,676 |
| ENERGY TRANFER 7.5% | $5,911 | $6,647 |
| FORD MTR CO DEL 4.346% | $0 | $0 |
| FORD MTR CO DEL 9% | $12,250 | $12,260 |
| GENERAL ELEC CAP CORP 3.15% | $32,402 | $36,561 |
| GENERAL MLS INC 5.4% | $5,262 | $7,158 |
| GEN MOTORS FINL 3.45% | $15,298 | $15,425 |
| GEORGIA PWR CO 4.3% | $5,296 | $6,332 |
| GOLDMAN SACHS GROUP INC MEDIUM | $0 | $0 |
| GOLDMAN SACHS 6.75% | $26,421 | $30,603 |
| HALLIBURTON CO 3.8% | $20,727 | $22,430 |
| HLTH CARE REIT INC 4.5% | $32,401 | $33,059 |
| HSBC FIN CORP 6.676% | $22,664 | $20,027 |
| INGERSOLL-RAND 3.5% | $4,995 | $5,639 |
| INTL LEASE FIN 5.875% | $5,332 | $5,402 |
| JPMORGAN CHASE & CO 5.625% | $18,519 | $22,585 |
| JPMORGAN CHASE & CO 4.125% | $20,943 | $23,381 |
| KAISER FNDTN HOSPS 3.15% | $21,961 | $22,587 |
| KIMCO RLTY CORP 3.8% | $15,557 | $16,969 |
| KROGER CO 4.5% | $6,162 | $6,159 |
| KROGER CO 2.95% | $0 | $0 |
| LIBERTY PPTY LTD 3.25% | $0 | $0 |
| LENNAR CORP 4.5% | $5,412 | $5,525 |
| LOWES COS INC 1.3% | $4,996 | $5,044 |
| MACYS RETAIL HLDGS 3.875 | $9,951 | $9,928 |
| MARATHON OIL CORP 5.2% | $15,069 | $17,085 |
| MARRIOTT INTL INC NEW 5.75% | $5,621 | $5,849 |
| MCDONALDS CORP 6.3% | $7,588 | $7,529 |
| MICROSOFT CORP 4.1% | $0 | $0 |
| MORGAN STANLEY 4.875% | $21,763 | $21,550 |
| MORGAN STANLEY 5% | $21,887 | $23,907 |
| MPLX LP 4.5% | $21,369 | $21,784 |
| N SHORE LING IS 6.15% | $33,224 | $35,668 |
| NEWFIELD EXPL CO 5.375% | $0 | $0 |
| ORACLE CORP FIXED 2.8% | $5,099 | $5,514 |
| OWENS CONRNING NEW 4.4% | $4,930 | $6,021 |
| PACKAGING CORP 3.4% | $4,984 | $5,633 |
| PRESIDENT 5.625% | $14,796 | $14,709 |
| PROLOGIS L P CORP 3.25% | $26,730 | $28,229 |
| PRUDENTIAL FINL INC MED TRM NT | $27,018 | $30,045 |
| PVTPL ALLISON TRANSMISSION BND | $0 | $0 |
| REPUBLIC SVCS INC 0.875% | $4,995 | $5,038 |
| REGENCY ENERGY 5.875% | $0 | $0 |
| SEMPRA ENERGY 3.4% | $4,584 | $5,695 |
| SOUTHWEST AIRLS CO 4.75% | $4,979 | $5,434 |
| TIME WARNER INC FIXED 6.55% | $6,864 | $6,864 |
| TN GAS PIPELN CO 7.625% | $14,143 | $14,180 |
| TOLEDO HOSP 5.75% | $37,727 | $41,958 |
| TOLL BROS FIN CORP 4.875% | $5,664 | $5,713 |
| TUFTS MED CTR 7% | $6,662 | $6,943 |
| VALERO ENERGY CORP 6.625% | $25,232 | $26,604 |
| VENTAS RLTY LTD 4.4% | $10,215 | $11,728 |
| VERIZON COMMUNICATIONS | $14,883 | $16,074 |
| WASTE MGMT INC DEL 1.15% | $5,003 | $5,014 |
| XCEL ENERGY INC FIXED 3.4% | $4,984 | $5,731 |
| MFC ISHARES IBOXX $ HIGH YIELD | $4,096,457 | $4,146,750 |
| MFC ISHARES TRUST CORE US | $3,000,728 | $3,122,107 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHN EMERGING MKTS EQTY | $1,418,702 | $1,626,382 |
| MFB NORTHN EQTY INDEX FND INL | $6,884,106 | $7,672,861 |
| MFB NORTHN MID CAP INDEX FUND | $1,187,646 | $1,426,764 |
| MFB NORTHN SMALL CAP INDEX FD | $358,201 | $471,012 |
| MFB NORTHN STK INDEX FD | $8,568,840 | $10,658,824 |
| MFC FLEXSHS TR STOXX GBL BROAD | $894,678 | $1,041,600 |
| BLACKBERRY LTD COM | $55,534 | $49,725 |
| ADOBE SYS INC COM | $126,421 | $180,043 |
| AEROVIRONMENT INC COM | $47,231 | $63,437 |
| AMERICAN TOWER CORP | $210,792 | $219,746 |
| ANTERIX INC | $56,436 | $68,808 |
| ASPEN TECHNOLOGY INC COM | $74,224 | $77,890 |
| BLACKROCK INC COM STK | $103,537 | $144,308 |
| BLACKSTONE GROUP INC | $124,323 | $208,494 |
| BOEING CO COM | $156,558 | $132,717 |
| FAIR ISAAC CORPORATION COM | $101,434 | $189,085 |
| IAC/INTERACTIVECORP NEW COM | $56,581 | $85,208 |
| LAM RESH CORP COM | $78,580 | $99,177 |
| LOCKHEED MARTIN CORP COM | $154,228 | $160,451 |
| MLP BLACKSTONE GROUP L P COM | $0 | $0 |
| MOELIS & CO CL A | $78,118 | $109,231 |
| NORTHROP GRUMMAN CORP COM | $0 | $0 |
| RAMBUS INC DEL COM | $47,393 | $59,364 |
| RAYTHEON CO | $0 | $0 |
| TRANSDIGM GROUP INC COM | $104,900 | $207,934 |
| MFO ARIEL INVT TR GLOBAL FD IN | $1,430,430 | $1,504,817 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,134,190 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,237,452 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (47 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFB NORTHN FDS GLOBAL REAL EST | AT COST | $1,120,920 | $1,087,896 |
| BANK SER 2017-BKN8 3.731% | AT COST | $15,004 | $17,169 |
| BANK SR 2018-BNK10 3.898% | AT COST | $15,207 | $17,217 |
| BANK 2020-BNK28 2.14% | AT COST | $10,299 | $10,142 |
| CMO BENCHMARK MTG TR | AT COST | $0 | $0 |
| CMO CITIGROUP COML MTG TR | AT COST | $10,060 | $10,744 |
| CMO CITIGRP COML MTG TR | AT COST | $24,740 | $25,684 |
| CMO COMM 2013-CCRE12 MTG TR | AT COST | $0 | $0 |
| CMO J P MORGAN CHASE COML MTG | AT COST | $0 | $0 |
| CMO JPMBB COML MTG SECS TR 201 | AT COST | $0 | $0 |
| CMO JPMBB COML MTG SECS TR 201 | AT COST | $0 | $0 |
| CMO JPMCC COML MTG SECS TR 201 | AT COST | $0 | $0 |
| CMO JPMCC COML MTG SECS TR 201 | AT COST | $0 | $0 |
| CMO MORGAN STANLEY BK OF AMER | AT COST | $16,209 | $16,215 |
| CMO WELLS FARGO COML MTG SR | AT COST | $0 | $0 |
| CMO WELLS FARGO COMM MTG TST | AT COST | $0 | $0 |
| CMO WFRBS COML MTG TR 2014-C19 | AT COST | $0 | $0 |
| CMO WFRBS COML MTG TR 2014-C21 | AT COST | $0 | $0 |
| CMO WFRBS COML MTG TR 2013-C14 | AT COST | $67,635 | $68,154 |
| JPMBB COMMERCIAL MORTGAGE SEC | AT COST | $26,479 | $25,397 |
| JPMBB COMMERCIAL MORTGAGE SEC | AT COST | $31,959 | $33,514 |
| MERIT 2020-HILL COML MTG | AT COST | $15,000 | $15,029 |
| WELLS FARGO COML | AT COST | $0 | $0 |
| AMERICREDIT 0.76% | AT COST | $4,999 | $5,013 |
| AMERICREDIT 3.5% | AT COST | $10,444 | $10,360 |
| CARMAX AUTO OWNER 1.9% | AT COST | $30,933 | $31,688 |
| CNH EQUIP TR 1.44% | AT COST | $0 | $0 |
| FORD CR AUTO LEASE FIXED 0.62% | AT COST | $14,999 | $15,064 |
| FORD CR AUTO OWNER 0.79% | AT COST | $10,000 | $10,128 |
| FORD CR FLOORPLAN MASTER | AT COST | $24,999 | $25,137 |
| FORD CR FLOORPLAN 3.17% | AT COST | $10,613 | $10,601 |
| FORD CR AUTO LEASE FIXED 3.25% | AT COST | $0 | $0 |
| HYUNDAI AUTO REC TR 0.62% | AT COST | $9,998 | $10,080 |
| JOHN DEERE OWNER TR 2020-B | AT COST | $9,997 | $10,092 |
| PVTPL DT AUTO OWNER TR SER 201 | AT COST | $0 | $0 |
| PVTPL CARVANA AUTO REC TR | AT COST | $15,307 | $15,237 |
| SANTANDER DR AUTO 0.96% | AT COST | $9,999 | $10,062 |
| SANTANDER DR AUTO 3.56% | AT COST | $0 | $0 |
| TESLA AUTO LEASE 1.18% | AT COST | $25,270 | $25,328 |
| TESLA AUTO LEASE 1.68% | AT COST | $10,128 | $10,142 |
| WESTLAKE 3.5% | AT COST | $20,117 | $20,244 |
| WORLD OMNI | AT COST | $19,999 | $20,055 |
| JPMORGAN MTG TR FLTG RT 3% | AT COST | $9,116 | $9,215 |
| JPMORGAN MTG TR 2019-9 | AT COST | $13,454 | $13,529 |
| JPMORGAN MTG TR 3% | AT COST | $23,336 | $23,320 |
| PVTPL CMO JPMORGAN MTG TR 2050 | AT COST | $20,826 | $20,768 |
| PVTPL CMO JPMORGAN MTG TR 2018 | AT COST | $7,965 | $7,882 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SUPPORT ON GOVERNANCE | CategoryTxt |
| Legal Fees | $3,494 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,494 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHARITABLE GIVING PORTAL | $48,578 | $0 | $0 | $48,578 |
| BANK FEES | $2,339 | $0 | $0 | $2,339 |
| CAUSECARD PROCESSING | $6,951 | $0 | $0 | $6,951 |
| CT CORPORATION FILING FEES | $50 | $0 | $0 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc |
|---|
| PARTNERSHIP K-1 - OTHER INCOME |
| FEDERAL EXCISE TAXES REFUND |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $116,439 | $116,439 | $0 | $0 |
| GRANTEE REVIEW FEES | $30,000 | $0 | $0 | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES PAID | CategoryTxt |
| Amt | $19,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |