WITH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WITH FOUNDATION (EIN 73-1644863)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-12
- IRS object ID
- 202123169349103207
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T12:28:11-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521186096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINO AND COMPANY CHARTERED | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6903 ROCKLEDGE DRIVE SUITE 300 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208171818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731644863 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WITH | BusinessNameControlTxt |
| Phone | 6503201715 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S NORFOLK STREET NO 350 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE 'OHARA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503201715 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNNE | PersonFirstNm |
| Person Last | OHARA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA A O'MALLEY CPA | PreparerPersonNm |
| PTIN | P00285909 | PTIN |
| Phone | 3015643636 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,963,423 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $30,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $312,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $312,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $263,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,576,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,181 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,780 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $85,780 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $691,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $661,958 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $142,308 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,231 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,077 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,179 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,718 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,461 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $599 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $300 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $299 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,631 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,815 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,816 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,438 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,604 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,834 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,540 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,530 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $2,638 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,638 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $683 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,895 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,745 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $285,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $215,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $975,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $975,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,261,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,191,356 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$569,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $592,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $270,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $521,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $521,043 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $26,382 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $24,959 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $24,959 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,619,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,817,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,817,988 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,475,290 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,909,511 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,909,511 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $866,150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $663,572 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $663,572 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $35,596 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,350 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $26,350 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,292,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,963,423 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,963,423 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,199 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30,428 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,428 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,281,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,932,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,281,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,932,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,292,985 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,963,423 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,281,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$569,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,232,272 | OtherIncreasesAmt |
| Subtotal | $16,944,619 | SubtotalAmt |
| Other Decreases | $11,624 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,932,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCHWAB AGCY ACCT #881 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-07-01 | AcquiredDt |
| Sold | 2021-06-30 | SoldDt |
| Gross Sales Price | $2,576,265 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,313,084 | CostOrOtherBasisAmt |
| Gain Or Loss | $263,181 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $263,181 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,181 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $263,181 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,207 | 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 | $18,207 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,968 | OverpaymentAmt |
| Applied To ES Tax | $9,968 | 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 | CA | 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 | HTTP.//WITHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN EASTERLY EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503201715 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S NORFOLK STREET NO 350 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94403 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| LYNNE O'HARA | ||||||||
| 1900 S NORFOLK STREET SUITE 350 | SAN MATEO | CA | 94403 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| ALICE WONG | ||||||||
| 1900 S NORFOLK STREET SUITE 350 | SAN MATEO | CA | 94403 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JUAN ESPINOZA | ||||||||
| 1900 S NORFOLK STREET SUITE 350 | SAN MATEO | CA | 94403 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PHIL SHEMANSKI | ||||||||
| 1900 S NORFOLK STREET SUITE 350 | SAN MATEO | CA | 94403 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN O'HARA | ||||||||
| 1900 S NORFOLK STREET SUITE 350 | SAN MATEO | CA | 94403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MEGIE OKUMURA | ||||||||
| 1900 S NORFOLK STREET SUITE 350 | SAN MATEO | CA | 94403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RYAN EASTERLY | ||||||||
| 1900 S NORFOLK STREET SUITE 350 | SAN MATEO | CA | 94403 | EXECUTIVE DIRECTOR | 40.00 | $142,308 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $14,575,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $524,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $708,129 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,807,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,807,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,570,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $778,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $778,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,239 | TotalTaxAmt |
| Distributable Before Adj | $770,274 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $770,274 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $770,274 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,191,356 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,191,356 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,191,356 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $770,274 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $508,598 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $334,874 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $428,758 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $525,705 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $647,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,445,115 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,191,356 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $770,274 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $421,082 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,866,197 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $508,598 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,357,599 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $334,874 | ExcessFromYear4Amt |
| Excess From Year3 | $428,758 | ExcessFromYear3Amt |
| Excess From Year2 | $525,705 | ExcessFromYear2Amt |
| Excess From Year1 | $647,180 | ExcessFromYear1Amt |
| Excess From Current Year | $421,082 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LYNNE O'HARA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RYAN EASTERLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2225 EAST BAYSHORE ROAD SUITE 200 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6503201715 | RecipientPhoneNum |
| Recipient Email Address | RYAN@WITHFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THREE GRANT CYCLES PER YEAR- TWO OPEN CYCLES AND ONE RFP CYCLE DURING AN OPEN GRANT CYCLE, APPLICANTS MUST COMPLETE AN ONLINE PRE-APPLICATION QUESTIONNAIRE FOLLOWING REVIEW OF THE PRE-APPLICATION QUESTIONNAIRE, QUALIFIED ORGANIZATIONS WILL RECEIVE INFORMATION ABOUT THE REQUIREMENTS FOR A FULL PROPOSAL. ALL PRE-APPLICATION QUESTIONNAIRES RECEIVE A RESPONSE DURING RFP CYCLE, APPLICATIONS FROM UNIVERSITY CENTERS OF EXCELLENCE IN DEVELOPMENTAL DISABILITIES AND LEADERSHIP EDUCATION IN NEURODEVELOPMENTAL AND RELATED DISABILITIES PROGRAMS ARE ENCOURAGED TO APPLY. APPLICATIONS IN RESPONSE TO RFP MUST BE SUBMITTED ONLINE, IN ACCORDANCE WITH INSTRUCTIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MUST BE RECEIVED BY RFP DEADLINE OR THREE MONTHS PRIOR TO BOARD MEETINGS | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE 501(C)(3) ORGANIZATION. AWARDS ARE USUALLY MADE FOR PROJECTS DURING ONE-YEAR PERIODS OF SUPPORT. NO SUPPORT FOR POLITICAL CAMPAIGNS, CANDIDATES, LEGISLATION, INDIVIDUALS, EQUIPMENT FOR INDIVIDUALS, ENDOWMENTS OR CAMPAIGNS FOR DEBT REDUCTION, ORGANIZATIONS OUTSIDE THE US, PROJECTS THAT DO NOT ADDRESS HEALTHCARE DELIVERY, SPECIFIC THERAPIES OUTSIDE FORMAL HEALTHCARE SETTINGS, OR ADMINISTRATIVE EXPENSES IN EXCESS OF 20 PERCENT OF TOTAL FUNDING REQUEST. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 25200 TELEGRAPH RD SUITE 100 | SOUTHFIELD | MI | 48033 | PC | PROJECT SUPPORT (YR 2 OF 2) | $40,000 | |
| AMERICAN ACADEMY OF DEVELOPMENTAL MEDICINE & DENTISTRY | |||||||
| 3000 WHITNEY AVE BOX 225 | HAMDEN | CT | 06518 | PC | CONFERENCE SUPPORT (YR 2 OF 3) | $20,000 | |
| AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES | |||||||
| 2013 H STREET NW 5TH FLOOR | WASHINGTON | DC | 20006 | PC | EVENT SUPPORT | $2,500 | |
| AUTISTIC SELF ADVOCACY NETWORK INC | |||||||
| PO BOX 66122 | WASHINGTON | DC | 20035 | PC | GENERAL OPERATING SUPPORT (YR 2 OF 3) | $67,500 | |
| BOREALIS PHILANTHROPY | |||||||
| PO BOX 3295 | MINNEAPOLIS | MN | 55403 | PC | SUPPORT FOR DISABILITY INCLUSION FUND (YR 2 OF 5) | $65,000 | |
| QUALITY TRUST FOR INDIVIDUALS WITH DISABILITIES INC | |||||||
| 4301 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20008 | PC | PROJECT SUPPORT (YR 2 OF 2) | $50,000 | 310 |
| THE NATIONAL ALLIANCE TO ADVANCE ADOLESCENT HEALTH | |||||||
| 1615 M ST NW STE 290 | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT (YR 3 OF 3) | $50,000 | |
| ARC OF THE US | |||||||
| 1825 K STREET NW STE 1200 | WASHINGTON | DC | 20006 | PC | COVID-19 RESPONSE | $25,000 | |
| ARC OF THE US | |||||||
| 1825 K STREET NW STE 1200 | WASHINGTON | DC | 20006 | PC | PROJECT SUPPORT (YR 1 OF 3) | $33,000 | |
| ASIAN AMERICANSPACIFIC ISLANDERS IN PHILANTHROPY (AAPIP) | |||||||
| 300 FRANK H OGAWA PLAZA SUITE 256 | OAKLAND | CA | 94612 | PC | CONFERENCE SUPPORT | $7,500 | |
| BANK STREET COLLEGE OF EDUCATION | |||||||
| 610 W 112TH STREET | NEW YORK | NY | 10025 | PC | PROJECT SUPPORT | $47,500 | |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA MS BCM160 | HOUSTON | TX | 77030 | PC | COVID-19 RESPONSE | $25,000 | |
| CENTER FOR PUBLIC REPRESENTATION | |||||||
| 22 GREEN ST | NORTHAMPTON | MA | 01060 | PC | COVID-19 RESPONSE | $25,000 | |
| COALITION FOR COMPASSIONATE CARE OF CALIFORNIA | |||||||
| 2530 RIVER PLAZA DRIVE SUITE 110 | SACRAMENTO | CA | 95833 | PC | PROJECT SUPPORT | $43,000 | |
| COMMUNITY CATALYST | |||||||
| ONE FEDERAL STREET FIFTH FLOOR | BOSTON | MA | 02110 | PC | PROJECT SUPPORT | $50,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | COVID-19 RESPONSE | $25,000 | |
| DOWN SYNDROME MEDICAL INTEREST GROUP - USA | |||||||
| 3502 WOODVIEW TRCE STE 300 | INDIANAPOLIS | IN | 46268 | PC | CONFERENCE SUPPORT | $2,500 | |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | DISABILITY EQUITY KEYNOTE | $5,000 | |
| GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC | |||||||
| 58 EDGEWOOD AVE NE FL 3 | ATLANTA | GA | 30303 | PC | RFP PROJECT SUPPORT | $50,000 | |
| GRANTMAKERS IN HEALTH | |||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | CONFERENCE SUPPORT | $2,500 | 1100 |
| NATIONAL DISABILITY RIGHTS NETWORK INC | |||||||
| 820 1ST ST NE STE 740 | WASHINGTON | DC | 20002 | PC | PROJECT SUPPORT | $50,000 | |
| NYSARC INC | |||||||
| 83 MAIDEN LN | NEW YORK | NY | 10038 | PC | RFP PROJECT SUPPORT | $50,000 | |
| SOCIAL GOOD FUND | |||||||
| 12651 SAN PABLO AVE 5473 | RICHMOND | CA | 94805 | PC | EVENT SUPPORT | $8,800 | |
| SPINA BIFIDA RESOURCE NETWORK | |||||||
| 84 PARK AVENUE SUITE G-106 | FLEMINGTON | NJ | 08822 | PC | EVENT SUPPORT | $2,200 | |
| ST JOHN FISHER COLLEGE | |||||||
| 3690 EAST AVE | ROCHESTER | NY | 14618 | PC | PROJECT SUPPORT (YR 1 OF 4) | $39,486 | |
| THE NATIONAL ALLIANCE TO ADVANCE ADOLESCENT HEALTH | |||||||
| 1615 M ST NW STE 290 | WASHINGTON | DC | 20036 | PC | RFP PROJECT SUPPORT | $50,000 | |
| UC REGENTS | |||||||
| 202 COUSTEAU PL STE 185 | DAVIS | CA | 95618 | PC | CONFERENCE SUPPORT- UC DAVIS | $4,000 | |
| UC REGENTS | |||||||
| 220 MONTGOMERY ST FL 5 | SAN FRANCISCO | CA | 94104 | PC | CONFERENCE SUPPORT-UCSF | $10,000 | |
| UNIVERSITY OF ALASKA | |||||||
| PO BOX 755140 | FAIRBANKS | AK | 99775 | PC | PROJECT SUPPORT | $50,000 | |
| THE ARC OF MASSACHUSETTS | |||||||
| 217 SOUTH STREET | WALTHAM | MA | 02453 | PC | RFP PROJECT SUPPORT | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $975,486 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $312,997 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $263,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $661,958 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $661,958 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | SCHWAB AGCY ACCT #881 DIVIDENDS AND INTEREST | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORD FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 E 43RD ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $19,631 | Amt |
| Net Investment Income | $9,815 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,816 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHWAB AGCY ACCT #881 BONDS | BondNm |
| EOY Book Value | $2,909,511 | EOYBookValueAmt |
| EOYFMV | $2,909,511 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB AGCY ACCT #881 EQUITIES & ETF | StockNm |
| EOY Book Value | $12,817,988 | EOYBookValueAmt |
| EOYFMV | $12,817,988 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LEGACY VENTURE VII | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $663,572 | BookValueAmt |
| EOYFMV | $663,572 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $599 | LegalFeesAmt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $299 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $35,596 | BOYBookValueAmt |
| EOY Book Value | $26,350 | EOYBookValueAmt |
| EOYFMV | $26,350 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $11,624 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES AND FEES | $1,992 | $0 | $0 | $1,842 |
| OFFICE EXPENSE | $8,938 | $0 | $0 | $8,938 |
| BOARD SUPPLIES | $150 | $0 | $0 | $150 |
| MEMBERSHIP EXPENSES | $3,815 | $0 | $0 | $3,815 |
| DISCRETIONARY FUNDS EXPENSE | $5,000 | $0 | $0 | $5,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP GAIN | Desc |
| Revenue And Expenses Per Books | $85,780 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85,780 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $3,232,272 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $7,734 | $0 | $0 | $7,734 |
| COMMUNICATIONS | $32,100 | $0 | $0 | $32,100 |
| INVESTMENT EXPENSE | $39,604 | $39,604 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $3,530 | $3,530 | $0 | $0 |
| STATE EXEMPT ORGANIZATION FILING FEE | $10 | $0 | $0 | $0 |