REYNOLDS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- REYNOLDS FAMILY FOUNDATION (EIN 38-3739715)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-16
- IRS object ID
- 202123209349100242
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets 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 | 2021-11-16T15:03:48-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Disaster Relief | New York-Hurricane Ida | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383739715 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reynolds Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | REYN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia Mintmire | PersonNm |
| Person Title | Managing Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Patricia | PersonFirstNm |
| Person Last | Mintmire | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $67,204,375 | 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 | $16,271 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,271 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $869,192 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $869,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $259,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,999,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $372,354 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $256,927 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71,104 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $750 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,401,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,328,921 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $750 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $64,001 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,001 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $115,204 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $145,989 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,186 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $91,529 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $325,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,529 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,942,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,942,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,267,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,033,679 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,865,562 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,213,734 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $750 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,586,019 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,349,058 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,349,058 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,641,505 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,034,019 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,212,269 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,640,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,080,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,368,757 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,622,710 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,991,718 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,013,990 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,540,781 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,762,736 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,160,301 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $150,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,181,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,318,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,204,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $42,181,102 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,318,040 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,181,102 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,318,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,181,102 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,318,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,181,102 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,865,562 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,500 | OtherIncreasesAmt |
| Subtotal | $40,318,040 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,318,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $5,916,028 | $4,845,689 | $1,070,339 | $1,070,339 | |||
| Passthrough K1 Capital Gain/(Loss) | -$735,785 | ||||||
| WOLCOTT-LENDER LLC | $83,692 | $83,692 | P | 2016-04-07 | 2020-04-27 | ||
| PARTNERSHIP DISTRIB IN EXCESS OF BASIS | $37,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $372,354 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,871 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,871 | SubtotalAmt |
| Tax Based On Investment Income | $16,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,558 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $29,558 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,687 | OverpaymentAmt |
| Applied To ES Tax | $12,687 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Alison L Baird | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Timothy D Friedman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Donald F Mintmire | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Patricia R Mintmire | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Managing Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $91,529 |
| Atlantic Trust Company NA | |||||
| One South Wacker Dr Suite 3500 | CHICAGO | IL | 60606 | Investment MGT | $64,001 |
| 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 | $53,818,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,360,995 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,550,609 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,730,062 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,730,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $910,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,819,111 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,990,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,990,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,871 | TotalTaxAmt |
| Distributable Before Adj | $2,974,085 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $52,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,026,585 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,026,585 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,033,679 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,033,679 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,033,679 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,026,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,972,800 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $3,033,679 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,972,800 | AppliedToYear1Amt |
| Applied To Current Year | $60,879 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,965,706 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS FOUNDATION OF CHICAGO | |||||||
| 200 W MONROE ST STE 1150 | CHICAGO | IL | 60606 | N/A | PC | Getting to Zero IL initiative | $5,000 |
| AIDS FOUNDATION OF CHICAGO | |||||||
| 200 W MONROE ST STE 1150 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $1,000 |
| ALEXANDRIA HOUSE | |||||||
| 426 S ALEXANDRIA AVE | LOS ANGELES | CA | 90020 | N/A | PC | General & Unrestricted | $1,000 |
| ALEXS LEMONADE STAND FOUNDATION | |||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | N/A | PC | General & Unrestricted | $10,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORI | |||||||
| 4343 W FLAGLER ST STE 400 | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $100,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 70 W MADISON ST STE 3900 | CHICAGO | IL | 60602 | N/A | PC | Learned Hand Award | $2,500 |
| AMERICANS UNITED FOR SEPARATION OF CHURCH AND STAT | |||||||
| 1310 L ST NW STE 200 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||
| 225 EAST CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | General & Unrestricted | $500 |
| ANTHONY RIZZO FAMILY FOUNDATION | |||||||
| 7670 NW 62ND WAY | PARKLAND | FL | 33067 | N/A | PC | General & Unrestricted | $10,000 |
| ANTI DEFAMATION LEAGUE FOUNDATION | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | PC | Educational Program | $5,000 |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $2,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $500 |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES IN | |||||||
| 3150 N SAN FERNANDO RD | LOS ANGELES | CA | 90065 | N/A | PC | General & Unrestricted | $2,000 |
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||
| 700 EXPOSITION PARK DR | LOS ANGELES | CA | 90037 | N/A | PC | General & Unrestricted | $2,000 |
| CENTER FOR CHILD COUNSELING INC | |||||||
| 8895 N MILITARY TRAIL STE 300C | PALM BEACH GARDENS | FL | 33410 | N/A | PC | General & Unrestricted | $25,000 |
| CENTER FOR CHILD COUNSELING INC | |||||||
| 8895 N MILITARY TRAIL STE 300C | PALM BEACH GARDENS | FL | 33410 | N/A | PC | The Emergency Relief Fund | $50,000 |
| CENTER FOR CHILD COUNSELING INC | |||||||
| 8895 N MILITARY TRAIL STE 300C | PALM BEACH GARDENS | FL | 33410 | N/A | PC | support of the endowment in perpetuity for Center for Child Counseling | $100,000 |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 425 24TH ST | WEST PALM BCH | FL | 33407 | N/A | PC | General & Unrestricted | $2,500 |
| CENTER FOR THE STUDY OF YOUNG PEOPLE IN GROUPS - T | |||||||
| 6500 WILSHIRE BLVD 1107 | LOS ANGELES | CA | 90048 | N/A | PC | General & Unrestricted | $2,000 |
| CENTER ON HALSTED | |||||||
| 3656 N HALSTED | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $1,000 |
| CENTRAL INSTITUTE FOR THE DEAF | |||||||
| 825 S TAYLOR AVE | SAINT LOUIS | MO | 63110 | N/A | PC | General & Unrestricted | $25,000 |
| CHICAGO CHILD CARE SOCIETY | |||||||
| 5467 S UNIVERSITY AVE | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $500 |
| CHICAGO DANCERS UNITED | |||||||
| 200 WEST MONROE ST STE 1150 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $10,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | N/A | PC | General & Unrestricted | $9,000 |
| CHICAGO PUBLIC EDUCATION FUND | |||||||
| 200 W ADAMS ST | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $10,000 |
| CHICAGO PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W MADISON ST 3RD FL | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS DEFENSE FUND | |||||||
| 840 1ST ST NE STE 300 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $5,000 |
| ENGAGING SCHOOLS INC | |||||||
| 23 GARDEN ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $60,000 |
| EPILEPSY FOUNDATION OF NORTHERN CALIFORNIA | |||||||
| 909 MARINA VILLAGE PKWY 239 | ALAMEDA | CA | 94501 | N/A | PC | General & Unrestricted | $1,000 |
| EQUALITY SHOULD BE NORMAL INC | |||||||
| 4133 S WABASH AVE | CHICAGO | IL | 60653 | N/A | PC | General & Unrestricted | $5,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | N/A | PC | General & Unrestricted | $2,500 |
| FLORIDAS CHILDREN FIRST INC | |||||||
| 1401 N UNIVERSITY DR STE 408 | CORAL SPRINGS | FL | 33071 | N/A | PC | General & Unrestricted | $5,000 |
| FOUNDCARE INC | |||||||
| 2330 S CONGRESS AVE | WEST PALM BCH | FL | 33406 | N/A | PC | Comprehensive AIDS Program (CAP) | $50,000 |
| FOUNDCARE INC | |||||||
| 2330 S CONGRESS AVE | WEST PALM BCH | FL | 33406 | N/A | PC | General & Unrestricted | $650 |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $45,000 |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | N/A | PC | Board Auction Fund | $10,000 |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | N/A | PC | COVID Expense Relief | $25,000 |
| FRIENDS OF THE MOUNTS BOTANICAL GARDEN INC | |||||||
| 559 N MILITARY TRL | WEST PALM BCH | FL | 33415 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF WLRN INC | |||||||
| 172 NE 15TH ST | MIAMI | FL | 33132 | N/A | PC | 101.9 operations in Palm Beach County | $5,000 |
| FULCRUM POINT NEW MUSIC PROJECT | |||||||
| 410 S MICHIGAN AVE STE 943 | CHICAGO | IL | 60605 | N/A | PC | General & Unrestricted | $7,500 |
| GARDEN SCHOOL FOUNDATION INC | |||||||
| 222 E GLENARM ST STE B2 | PASADENA | CA | 91106 | N/A | PC | General & Unrestricted | $5,000 |
| GUS GIORDANOS JAZZ DANCE CHICAGO INC | |||||||
| 1754 N CLARK ST | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $10,000 |
| HARVARD LAMPOON TRUST UNDER DECLARATION OF TRUST | |||||||
| PO BOX 380308 | CAMBRIDGE | MA | 02238 | N/A | PC | General & Unrestricted | $20,000 |
| HIGH JUMP | |||||||
| 59 W N BLVD | CHICAGO | IL | 60610 | N/A | PC | Charitable Event | $10,000 |
| HIGH JUMP | |||||||
| 59 W N BLVD | CHICAGO | IL | 60610 | N/A | PC | General & Unrestricted | $125,000 |
| HISTORICAL SOCIETY OF PALM BEACH COUNTY | |||||||
| PO BOX 4364 | WEST PALM BCH | FL | 33402 | N/A | PC | General & Unrestricted | $2,500 |
| HOMEBOY INDUSTRIES | |||||||
| 130 BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $20,000 |
| INTERNATIONAL BEETHOVEN PROJECT | |||||||
| PO BOX 14149 | CHICAGO | IL | 60614 | N/A | PC | Beethoven Birthday Grant | $5,000 |
| INTERNATIONAL BEETHOVEN PROJECT | |||||||
| PO BOX 14149 | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $7,500 |
| ISRAEL CANCER ASSOCIATION USA | |||||||
| PO BOX 804 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $5,000 |
| JACK THE BIKE MAN INC | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 33416 | N/A | PC | relocation expenses fund | $2,500 |
| JACK THE BIKE MAN INC | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 33416 | N/A | PC | General & Unrestricted | $2,500 |
| JEWISH FEDERATION OF PALM BEACH COUNTY INC | |||||||
| 1 HARVARD CIR SUITE 100 | WEST PALM BEACH | FL | 33409 | N/A | PC | General & Unrestricted | $6,000 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $500 |
| KCRW FOUNDATION INC | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $2,000 |
| LA GOAL | |||||||
| 4911 OVERLAND AVE | CULVER CITY | CA | 90230 | N/A | PC | General & Unrestricted | $1,000 |
| LAKEVIEW PANTRY | |||||||
| 3945 N SHERIDAN RD | CHICAGO | IL | 60613 | N/A | PC | General & Unrestricted | $26,000 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND INC | |||||||
| 120 WALL ST 19TH FLO | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $15,000 |
| LARCHMONT SCHOOLS | |||||||
| 1265 NORTH FAIRFAX AVE | WEST HOLLYWOOD | CA | 90046 | N/A | PC | General & Unrestricted | $50,000 |
| LEGAL AID CHICAGO | |||||||
| 120 S LA SALLE ST STE 900 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $2,500 |
| LEGAL SERVICES CORPORATION | |||||||
| 3333 K ST NW 3RD FL | WASHINGTON | DC | 20007 | N/A | PC | Justice Gap Study | $25,000 |
| LEGAL SERVICES CORPORATION | |||||||
| 3333 K ST NW 3RD FL | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $15,000 |
| LEWY BODY DEMENTIA ASSOCIATION INC | |||||||
| 912 KILLIAN HILL SW | LILBURN | GA | 30047 | N/A | PC | General & Unrestricted | $250 |
| LIVE LIKE KATIE FOUNDATION | |||||||
| 390 AMY CT | GLEN ELLYN | IL | 60137 | N/A | PC | General & Unrestricted | $25,000 |
| LOGGERHEAD MARINELIFE CENTER INC | |||||||
| 14200 US HWY 1 | JUNO BEACH | FL | 33408 | N/A | PC | General & Unrestricted | $2,500 |
| LORDS PLACE INC | |||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | N/A | PC | General & Unrestricted | $100,000 |
| LOS ANGELES YOUTH NETWORK LA YOUTH | |||||||
| 1853 TAFT AVE | LOS ANGELES | CA | 90028 | N/A | PC | General & Unrestricted | $5,000 |
| MAKE-A-WISH FOUNDATION OF ILLINOIS INC | |||||||
| 640 NORTH LA SALLE DRIVE STE 280 | CHICAGO | IL | 60654 | N/A | PC | General & Unrestricted | $500 |
| MANDEL JEWISH COMMUNITY CENTER OF THE PALM BEACHES | |||||||
| 8500 S JOG RD | BOYNTON BEACH | FL | 33472 | N/A | PC | Edward and Thelma Glantz Early Childhood Learning Center | $3,000 |
| MARINE BIOLOGICAL LABORATORY | |||||||
| 7 MBL ST | WOODS HOLE | MA | 02543 | N/A | PC | The Jerry M. Melillo Directorship in Environmental Science endowment in perpetuity fund | $50,000 |
| MEDIA MATTERS FOR AMERICA | |||||||
| PO BOX 52155 | WASHINGTON | DC | 20091 | N/A | PC | General & Unrestricted | $25,000 |
| MORGAN PRESSEL FOUNDATION INC | |||||||
| 7559 FAIRMONT CT | BOCA RATON | FL | 33496 | N/A | PC | General & Unrestricted | $500 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DR | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $2,500 |
| NAMI PALM BEACH COUNTY INC | |||||||
| 5205 GREENWOOD AVE STE 110 | WEST PALM BCH | FL | 33407 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST 3RD FLOOR | EVANSTON | IL | 60208 | N/A | PC | 2020 Reynolds Family Foundation Commitment fund | $100,000 |
| P S ARTS | |||||||
| 6701 CENTER DR W STE 550 | LOS ANGELES | CA | 90045 | N/A | PC | General & Unrestricted | $25,000 |
| PALM BEACH CIVIC ASSOCIATION INC | |||||||
| 139 N COUNTY ROAD STE 33 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $3,000 |
| PALM BEACH COUNTY FOOD BANK INC | |||||||
| 701 BOUTWELL RD STE A2 | LK WORTH BCH | FL | 33461 | N/A | PC | General & Unrestricted | $140,000 |
| PALM BEACH DRAMAWORKS INC | |||||||
| 201 CLEMATIS ST | WEST PALM BEACH | FL | 33401 | N/A | PC | General & Unrestricted | $52,000 |
| PALM BEACH FELLOWSHIP OF CHRISTIANS | |||||||
| PO BOX 507 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $2,500 |
| PALM BEACH PUBLIC SCHOOL ORCHESTRAL STRINGS FOUNDA | |||||||
| PO BOX 2825 | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $5,000 |
| PARK SCHOOL CORPORATION | |||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $2,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $100,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 SOUTH MICHIGAN AVE NO 6TH F | CHICAGO | IL | 60603 | N/A | PC | PPIL Generations Virtual Event | $5,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 SOUTH MICHIGAN AVE NO 6TH F | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $60,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Second Century Campaign | $300,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Charitable Event | $500 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | General & Unrestricted | $507,500 |
| PRESERVATION FOUNDATION OF PALM BEACH INC | |||||||
| 311 PERUVIAN AVE | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $1,000 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | N/A | PC | General & Unrestricted | $2,500 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS IN | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BCH | FL | 33401 | N/A | PC | General & Unrestricted | $12,500 |
| RELIGIOUS COALITION FOR REPRODUCTIVE CHOICE EDUCAT | |||||||
| 1413 K ST NW 14TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,500 |
| RESPIRATORY HEALTH ASSOCIATION | |||||||
| 1440 W WASHINGTON BLVD | CHICAGO | IL | 60607 | N/A | PC | General & Unrestricted | $250 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | N/A | PC | Research and education programs led by Dr. Jochen Reiser and his department | $10,000 |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH ST NW STE 1100W | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $35,000 |
| SHEDD AQUARIUM SOCIETY | |||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | Shedd Academy Program | $25,000 |
| SIMMONS UNIVERSITY | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | Simmons School of Social Work Scholarship program for Master Degree candidate | $10,000 |
| SKID ROW HOUSING TRUST | |||||||
| 1317 E 7TH ST | LOS ANGELES | CA | 90021 | N/A | PC | General & Unrestricted | $20,000 |
| SOCIETY OF THE FOUR ARTS | |||||||
| 2 FOUR ARTS PLZ | PALM BEACH | FL | 33480 | N/A | PC | General & Unrestricted | $5,000 |
| SOUTHERN CALIFORNIA COUNSELING CENTER | |||||||
| 5615 W PICO BLVD | LOS ANGELES | CA | 90019 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $50,000 |
| START EARLY | |||||||
| 33 W MONROE ST STE 1200 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $1,000 |
| TEACH FOR AMERICA-CHICAGO | |||||||
| 300 WEST ADAMS ST SUITE 1000 | CHICAGO | IL | 60606 | N/A | PC | One Week For One Day Initiative | $10,000 |
| THE DIAN FOSSEY GORILLA FUND INTERNATIONAL | |||||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | N/A | PC | General & Unrestricted | $5,000 |
| THE EDIBLE SCHOOLYARD PROJECT - DBA CHEZ PANISSE F | |||||||
| 1517 SHATTUCK AVE | BERKELEY | CA | 94709 | N/A | PC | General & Unrestricted | $5,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 399389 | SAN FRANCISCO | CA | 94139 | N/A | PC | Movement Voter Fund | $75,000 |
| TOWN OF PALM BEACH | |||||||
| 360 S COUNTY ROAD | PALM BEACH | FL | 33480 | N/A | GOV | Palm Beach Fire Rescue Department | $1,000 |
| TOWN OF PALM BEACH UNITED WAY INC | |||||||
| 44 COCOANUT ROW STE 201 | PALM BEACH | FL | 33480 | N/A | PC | Planned Parenthood of South Florida and General & Unrestricted | $25,000 |
| TOWN OF PALM BEACH UNITED WAY INC | |||||||
| 44 COCOANUT ROW STE 201 | PALM BEACH | FL | 33480 | N/A | PC | 2020 Town of Palm Beach United way Toy Drive | $1,000 |
| TREE ACADEMY | |||||||
| 8628 HOLLOWAY DR | W HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $15,000 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED STATES FUND FOR UNICEF - SOUTHEAST REGIONAL | |||||||
| 1447 PEACHTREE ST NE STE 310 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $50,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF CHICAGO - SMART MUSEUM OF ART | |||||||
| 5550 SOUTH GREENWOOD AVE | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF CHICAGO WOMEN'S BOARD | |||||||
| 5801 S ELLIS AVE ROOM 302 | CHICAGO | IL | 60637 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF KENTUCKY | |||||||
| 18 FUNKHOUSER BLDG | LEXINGTON | KY | 40506 | N/A | GOV | College of Law Dean's Discretionary Fund | $5,000 |
| VOTO LATINO FOUNDATION INC | |||||||
| PO BOX 35608 | WASHINGTON | DC | 20033 | N/A | PC | General & Unrestricted | $10,000 |
| WOLCOTT SCHOOL | |||||||
| 524 N WOLCOTT AVE | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $10,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 655 NEW YORK AVE NW 6TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,942,150 | 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 | $16,271 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $869,192 | 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) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$112,962 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $372,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $184,203 | 14 | $71,596 | |
| INTEREST INCOME FROM PRI | $750 | ||||
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $378 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $71,241 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,329,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $750 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,401,782 | 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 | 11a | LineNumberTxt |
| Relationship Statement | INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, GENERAL OPERATIONAL FUNDS TO SUPPORT THE EDUCATIONAL INSTITUTION, HIGH JUMP | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I LINE 6A (990-PF) | IdentifierTxt |
| Form And Line Reference | PART I LINE 6A (990-PF) | FormAndLineReferenceDesc |
| Medium Explanation | PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $372,354 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(112,962) ALLOCATED TO UBTI - ACQUISION INDEBTEDNESS NET GAIN/(LOSS): TOTAL PART I, LINE 6A: $259,392 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $5,916,028 BOOK BASIS: NET GAIN/(LOSS): $1,070,339 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $(735,785) SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $83,692 BOOK BASIS: NET GAIN/(LOSS): $- PARTNERSHIP DISTRIBUTION IN EXCESS OF BASIS NET GAIN/(LOSS): $37,800 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC - 3.625% - 05/19/ | $272,832 | $253,238 |
| APPLE INC NOTE CALL - 3.350% - | $316,068 | $342,233 |
| BERKSHIRE HATHAWAY INC DEL - 3 | $433,553 | $413,397 |
| BLACKROCK INC NOTE - 4.250% - | $220,968 | $203,086 |
| CHASE SER 2016-3A - 2.027% - 0 | $253,102 | $250,621 |
| CISCO SYSTEMS INC - 3.625% - 0 | $206,132 | $219,890 |
| CITIBANK CCIT SER 2017-A7 - 1. | $251,404 | $251,096 |
| INTEL CORP NOTE - 3.300% - 10/ | $209,611 | $204,440 |
| MICROSOFT CORP - 3.125% - 11/0 | $283,192 | $307,434 |
| PFIZER INC NT - 3.400% - 05/15 | $263,147 | $274,728 |
| WAL-MART STORES INC - 3.700% - | $281,709 | $293,827 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $285,161 | $360,660 |
| ADOBE SYSTEMS, INC | $117,676 | $390,094 |
| ALPHABET INC CL A | $158,193 | $362,796 |
| ALPHABET INC CL C | $222,279 | $637,684 |
| AMAZON COM | $299,696 | $1,420,021 |
| AMERICAN ELECTRIC POWER INC | $246,868 | $225,578 |
| AMERICAN TOWER REIT INC | $114,732 | $187,424 |
| AMERICAN WATER WORKS COMPANY I | $185,819 | $223,759 |
| ANALOG DEVICES INC | $169,335 | $297,380 |
| APPLE INC | $159,592 | $796,140 |
| ASTRAZENECA | $286,345 | $258,798 |
| AT MID CAP EQUITY FUND INSTITU | $2,652,464 | $4,834,988 |
| AUTOMATIC DATA PROCESSING INC | $97,881 | $219,898 |
| BLACKROCK INC | $165,098 | $326,136 |
| CHARLES SCHWAB CORP | $366,745 | $450,575 |
| CHEVRON CORP | $209,232 | $147,619 |
| CIGNA CORPORATION | $163,434 | $225,459 |
| CISCO SYSTEMS INC | $256,183 | $403,958 |
| COLGATE-PALMOLIVE COMPANY | $5,104,288 | $11,082,781 |
| COMCAST CORP | $116,952 | $223,958 |
| DANAHER CORP | $118,101 | $404,517 |
| DOLLAR GENERAL CORP | $119,814 | $276,965 |
| ECOLAB INC | $234,460 | $307,231 |
| FHLMC 8.375% PFD PERP | $498,648 | $162,936 |
| FIDELITY NATIONAL INFORMATION | $176,756 | $407,405 |
| FISERV INC | $139,393 | $367,199 |
| FNMA 8.25% PFD SER S | $502,253 | $162,591 |
| GM CP SR NT - 7.375% - 05/15/2 | $1,809 | |
| HOME DEPOT INC | $145,858 | $369,212 |
| HONEYWELL INTL | $305,651 | $500,058 |
| INTERCONTINENTAL EXCHANGE, INC | $225,002 | $358,552 |
| ISHARE SP SMALL CAP 600 INDEX | $987,308 | $2,481,300 |
| ISHARES S&P 500 INDEX FD | $2,010,174 | $4,880,070 |
| ISHARES TR DJ SEL DIVIDEND INX | $504,338 | $1,038,744 |
| ISHARES TR S & P MIDCAP 400 IN | $999,030 | $2,505,147 |
| ISHARES TRUST RUSSELL 1000 GRO | $112,684 | $443,215 |
| JOHNSON & JOHNSON | $301,922 | $472,297 |
| JP MORGAN CHASE | $148,683 | $429,497 |
| LINDE PLC COM | $131,440 | $353,103 |
| MATTHEWS PACIFIC TIGER FUND I | $1,428,200 | $1,833,871 |
| MEDTRONIC PLC | $207,428 | $309,015 |
| MFS INSTITUTIONAL INVESTORS TR | $1,059,932 | $1,202,804 |
| MICROSOFT CORP | $199,776 | $1,248,888 |
| MONDELEZ INTERNATIONAL INC | $304,875 | $340,295 |
| MOTORS LIQ CO GUC TR UBI | $44 | |
| NEXTERA ENERGY, INC | $169,194 | $315,081 |
| OTIS WORLDWIDE CORP | $145,244 | $195,827 |
| PEPSICO INC | $192,220 | $319,735 |
| PIONEER NAT RES CO | $213,295 | $149,993 |
| PNC FINANCIAL GROUP INC | $206,632 | $247,191 |
| PRUDENTIAL PLC - 6.500% - PERP | $25,550 | $28,890 |
| QUALCOMM INC | $173,691 | $438,130 |
| RAYTHEON TECHNOLOGIES CORP | $280,391 | $313,357 |
| ROPER INDUSTRIES | $203,530 | $275,035 |
| S&P GLOBAL INC COM | $209,900 | $206,771 |
| SALESFORCE.COM | $153,474 | $256,132 |
| STRYKER CORPORATION | $112,885 | $293,313 |
| T-MOBILE US INC | $234,268 | $463,075 |
| TEXAS INSTRUMENTS INC | $179,685 | $233,229 |
| THE BLACKSTONE GROUP INC CL A | $278,267 | $366,112 |
| THERMO FISHER SCIENTIFIC INC | $106,769 | $373,090 |
| TJX COMPANIES INC | $205,776 | $346,708 |
| UNION PACIFIC | $165,060 | $330,862 |
| UNITEDHEALTH GROUP INC | $189,727 | $592,649 |
| US BANCORP | $261,988 | $292,539 |
| V F CORP | $107,949 | $198,578 |
| VANGUARD SM-CAP ETF | $844,748 | $1,265,420 |
| VIRTUS EMERGING MARKETS OPPTS | $274,338 | $409,711 |
| VISA INC | $217,800 | $645,691 |
| WALT DISNEY HOLDINGS CO | $194,951 | $246,767 |
| WASTE MANAGEMENT INC | $281,327 | $308,505 |
| ZOETIS INC | $210,342 | $325,704 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,034,019 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,212,269 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AP ENERGY INFRASTRUCTURE FD LL | $2,690,043 | $3,450,933 |
| ENTERPRISE PRODUCTS PARTNERS L | $636,675 | |
| OMAHA VENTURES II LLC | $13,986 | $13,986 |
| OMAHA VENTURES LLC | $58,707 | $58,707 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI HIGH JUMP | Desc |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $91,529 | $91,529 | |
| K-1 Exp AP ENERGY INFRASTRUCTU | $54,460 | $51,186 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 Inc/Loss AP ENERGY INFRASTRUCTURE FD LLC | $258,710 | $69,023 | |
| K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP | $20,050 | $1 | |
| K-1 Inc/Loss OMAHA VENTURES II LLC | -$674 | -$367 | |
| K-1 Inc/Loss OMAHA VENTURES LLC | -$22,488 | $1,868 | |
| K-1 Inc/Loss WOLCOTT-LENDER LLC | $201 | $201 | |
| Class Action Lawsuit Proceeds | $378 | $378 | |
| Interest Income from PRI | $750 | $750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $2,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $64,001 | Amt |
| Net Investment Income | $64,001 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $13,900 |
| 990-T Income Tax for 2019 | $89,500 |
| IRS MISCELLANEOUS FEE | $804 |
| STATE INCOME TAX 2019 | $11,000 |