DEUPREE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DEUPREE FAMILY FOUNDATION (EIN 31-1746946)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-13
- IRS object ID
- 202510449349100921
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-13T22:21:23-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311746946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deupree Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DEUP | 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 | MARTHA CHONG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,482,509 | 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 | $1,943 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,943 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $208,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,674 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $812,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,674 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $321,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $321,561 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $45,360 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,360 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,476 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,178 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $24,178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $311,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $311,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,178 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $156,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $177,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $177,208 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,425 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $3,920,292 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,839,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,327,422 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $989,946 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $989,946 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $977,879 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,069,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,006,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,482,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,069,689 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,006,238 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,069,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,006,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,069,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,006,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,069,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,451 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,006,238 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,006,238 | 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 |
| Gross Sales Price | $812,848 | GrossSalesPriceAmt |
| Cost Or Other Basis | $702,174 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,674 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110,674 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,674 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,838 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,838 | SubtotalAmt |
| Tax Based On Investment Income | $3,838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,118 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,918 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $80 | OverpaymentAmt |
| Applied To ES Tax | $80 | 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 | OH | 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 | CT | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Martha Chong | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, Pres | 1.0 | $0 | $0 | $0 |
| Kristine Cramer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Caleb T Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Karolen Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Kato Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Taylor Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Richard Redwood Deupree III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 1.0 | $0 | $0 | $0 |
| Andrew Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Susan Deupree Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| 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 | $6,035,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,215,289 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,215,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,122,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $306,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $306,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,838 | TotalTaxAmt |
| Distributable Before Adj | $302,265 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $302,265 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $302,265 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,178 | 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 | $335,178 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $302,265 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $425,089 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $512,817 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $408,001 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $656,158 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $420,981 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,423,046 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $335,178 | QualifyingDistributionsAmt |
| Applied To Current Year | $302,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,913 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,455,959 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $425,089 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,030,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $512,817 | ExcessFromYear4Amt |
| Excess From Year3 | $408,001 | ExcessFromYear3Amt |
| Excess From Year2 | $656,158 | ExcessFromYear2Amt |
| Excess From Year1 | $420,981 | ExcessFromYear1Amt |
| Excess From Current Year | $32,913 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Deupree Family Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | info@deupreefamilyfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Online application at www.deupreefamilyfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | September 1 - January 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | $5,000 or less | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITIES DANCE INCORPORATED | |||||||
| 2 STRATHMORE RD APT 3 | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $1,000 |
| AFRICAN ALLIANCE OF RHODE ISLAND | |||||||
| 807 BROAD ST | PROVIDENCE | RI | 02907 | N/A | PC | General & Unrestricted | $1,000 |
| AIDS LEGAL REFERRAL PANEL OF THE SAN FRANCISCO BAY | |||||||
| 1663 MISSION ST STE 700 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $1,000 |
| AKAKA FOUNDATION FOR TROPICAL FOR | |||||||
| 60 NOWELO ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $3,000 |
| ALOHA ILIO RESCUE | |||||||
| PO BOX 492364 | KEAAU | HI | 96749 | N/A | PC | General & Unrestricted | $1,500 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $3,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAS GROW A ROW INC | |||||||
| 150 PITTSTOWN RD | PITTSTOWN | NJ | 08867 | N/A | PC | General & Unrestricted | $1,000 |
| APOPO US INC | |||||||
| 712 H ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $500 |
| AT THE WORLDS EDGE MUSIC FOUNDATION INC | |||||||
| 418 BROADWAY STE R | ALBANY | NY | 12207 | N/A | PC | General & Unrestricted | $2,000 |
| AT THE WORLDS EDGE MUSIC FOUNDATION INC | |||||||
| 418 BROADWAY STE R | ALBANY | NY | 12207 | N/A | PC | Charitable Event | $1,000 |
| BAINBRIDGE CONSERVATION COALITION | |||||||
| 221 WINSLOW WAY W | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | General & Unrestricted | $1,000 |
| BAINBRIDGE ISLAND LAND TRUST | |||||||
| 147 FINCH PL SW | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | General & Unrestricted | $1,500 |
| BAY AREA COMMUNITY FOUNDATION | |||||||
| 1000 ADAMS ST STE 200 | BAY CITY | MI | 48708 | N/A | PC | The Girls' Robotics Team | $1,000 |
| BISHOP MUSEUM | |||||||
| 1525 BERNICE ST | HONOLULU | HI | 96817 | N/A | PC | General & Unrestricted | $500 |
| BLIND CAT RESCUE & SANCTUARY INC | |||||||
| 3101 E GREAT MARSH CHURCH RD | SAINT PAULS | NC | 28384 | N/A | PC | General & Unrestricted | $1,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE STE 400 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $1,000 |
| BRYN MAWR COLLEGE | |||||||
| 101 N MERION AVE | BRYN MAWR | PA | 19010 | N/A | PC | General & Unrestricted | $1,000 |
| CAMPING & EDUCATION FOUNDATION | |||||||
| 3515 MICHIGAN AVE | CINCINNATI | OH | 45208 | N/A | PC | General & Unrestricted | $33,000 |
| CASCADE BICYCLE CLUB | |||||||
| 7787 62ND AVE NE | SEATTLE | WA | 98115 | N/A | PC | General & Unrestricted | $1,500 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | the Orcas being affected by noise pollution | $1,000 |
| CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I | |||||||
| 5843 VAN SIMMONS RD | WAUCHULA | GA | 30001 | N/A | PC | General & Unrestricted | $2,500 |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 |
| COLORADO FELINE FOSTER RESCUE | |||||||
| 5377 TIGER BEND LN | MORRISON | CO | 80465 | N/A | PC | General & Unrestricted | $2,000 |
| CONNECTICUT VETERINARY MEDICAL FOUNDATION INC | |||||||
| 434 SILAS DEANE HWY | WETHERSFIELD | CT | 06109 | N/A | PC | General & Unrestricted | $600 |
| DETROIT DOG RESCUE | |||||||
| PO BOX 806119 | ST CLR SHORES | MI | 48080 | N/A | PC | General & Unrestricted | $500 |
| DREAMCATCHERS EMPOWERMENT NETWORK | |||||||
| 7590 SHORELINE DR | STOCKTON | CA | 95219 | N/A | PC | General & Unrestricted | $1,000 |
| EAST HAVEN PUBLIC LIBRARY INC | |||||||
| 227 MAIN ST | EAST HAVEN | CT | 06512 | N/A | PC | Technology initiative at the library | $1,000 |
| EAST HAWAII CULTURAL COUNCIL | |||||||
| 141 KALAKAUA ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $2,000 |
| EDITH KANAKAOLE FOUNDATION | |||||||
| 1500 KALANIANAOLE ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $500 |
| ENGINEERS FOR A SUSTAINABLE WORLD | |||||||
| 424 SAPPHIRE WAY | PITTSBURGH | PA | 15224 | N/A | PC | Summer student projects | $7,171 |
| EVER AFTER MUSTANG RESCUE TRAINING AND EDUCATIONAL | |||||||
| 463 W ST | BIDDEFORD | ME | 04005 | N/A | PC | General & Unrestricted | $500 |
| FEARLESS KITTY RESCUE | |||||||
| 16832 E AVE OF THE FOUNTAINS | FOUNTAIN HLS | AZ | 85268 | N/A | PC | General & Unrestricted | $1,000 |
| FELICIAS FARM | |||||||
| 5995 E GRANT RD STE 200 | TUCSON | AZ | 85712 | N/A | PC | General & Unrestricted | $1,000 |
| FIXIN THE COAST | |||||||
| 18417 DEER DR | SAUCIER | MS | 39574 | N/A | PC | General & Unrestricted | $1,000 |
| FOUNDATION OF ARTS MUSIC AND EDUCATION | |||||||
| PO BOX 764 | BEDFORD HILLS | NY | 10507 | N/A | PC | General & Unrestricted | $5,000 |
| FOWLERVILLE CHURCH OF THE NAZARENE | |||||||
| 8040 COUNTRY CORNER DR | FOWLERVILLE | MI | 48836 | N/A | PC | General & Unrestricted | $10,000 |
| FOX TUCSON THEATRE FOUNDATION | |||||||
| PO BOX 1008 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $5,000 |
| FREEDOM FARM ANIMAL SANCTUARY | |||||||
| 757 S ST | MIDDLEBURY | CT | 06762 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF FELINES INC | |||||||
| PO BOX 8147 | STAMFORD | CT | 06905 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF LILIUOKALANI GARDENS | |||||||
| PO BOX 5147 | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF THE LIBRARY OF HAWAII | |||||||
| 501 SUMMER ST UNIT 614 | HONOLULU | HI | 96817 | N/A | PC | to support the Hilo and Laupahoehoe library branches on the Big Island | $1,000 |
| FRIENDS OF THE PALACE THEATER | |||||||
| 38 HAILI ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $500 |
| GIVEDIRECTLY INC | |||||||
| CHURCH STREET STA PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $2,500 |
| GLEANERS COMMUNITY FOOD BANK OF SOUTHEASTERN MICHI | |||||||
| 2131 BEAUFAIT ST | DETROIT | MI | 48207 | N/A | PC | General & Unrestricted | $10,000 |
| HAPPY HOOVES SANCTUARY | |||||||
| 12925 N MADISON AVE NE | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $1,000 |
| HARTLAND ENRICHMENT AND RECREATION ORGANIZATION | |||||||
| 3191 HARTLAND RD | HARTLAND | MI | 48353 | N/A | PC | General & Unrestricted | $5,000 |
| HAWAII ISLAND HUMANE SOCIETY | |||||||
| 78-6767 MAMALAHOA HWY | HOLUALOA | HI | 96725 | N/A | PC | General & Unrestricted | $3,000 |
| HAWAII TROPICAL BOTANICAL GARDEN | |||||||
| 27717 OLD MAMALAHOA HWY | PAPAIKOU | HI | 96781 | N/A | PC | General & Unrestricted | $1,000 |
| HAWAII WILDLIFE CENTER | |||||||
| PO BOX 551752 | KAPAAU | HI | 96755 | N/A | PC | General & Unrestricted | $1,000 |
| HEADS UP HARTFORD INC | |||||||
| PO BOX 107 | BLOOMFIELD | CT | 06002 | N/A | PC | Charitable Event | $1,000 |
| HEALING MEALS FOUNDATION CORPORATION | |||||||
| PO BOX 7223 | BLOOMFIELD | CT | 06002 | N/A | PC | General & Unrestricted | $1,000 |
| HEART OF DINNER INC | |||||||
| 269 S BEVERLY DR STE 338 | BEVERLY HILLS | CA | 90212 | N/A | PC | General & Unrestricted | $1,000 |
| HOME FOR THE AGED OF THE LITTLE SISTERS OF THE POO | |||||||
| 1365 ENFIELD ST | ENFIELD | CT | 06082 | N/A | PC | General & Unrestricted | $13,000 |
| HOPEFOR LEARNING | |||||||
| PO BOX 4053 | MIDLOTHIAN | VA | 23112 | N/A | PC | General & Unrestricted | $2,000 |
| HUI ALOHA KIHOLO | |||||||
| PO BOX 1868 | KAMUELA | HI | 96743 | N/A | PC | General & Unrestricted | $2,000 |
| HUI MALAMA I KE ALA ULILI | |||||||
| PO BOX 6 | PAAUILO | HI | 96776 | N/A | PC | General & Unrestricted | $2,500 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| HUMANE SOCIETY OF WESTERN MONTANA | |||||||
| 5930 US HWY 93 S | MISSOULA | MT | 59804 | N/A | PC | Lay Vaccinator Program fund | $2,000 |
| HUMANE SOCIETY OF WESTERN MONTANA | |||||||
| 5930 US HWY 93 S | MISSOULA | MT | 59804 | N/A | PC | Rural and Tribal Outreach Project | $2,000 |
| HYLA MIDDLE SCHOOL | |||||||
| 7861 NE BUCKLIN HILL RD | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $2,500 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $3,000 |
| KUAAINA ULU AUAMO | |||||||
| 47-200 WAIHEE RD | KANEOHE | HI | 96744 | N/A | PC | General & Unrestricted | $2,000 |
| LAHAINA COMMUNITY LAND TRUST | |||||||
| PO BOX 12580 | LAHAINA | HI | 96761 | N/A | PC | General & Unrestricted | $2,000 |
| LIVFREE INC | |||||||
| PO BOX 110211 | TRUMBULL | CT | 06611 | N/A | PC | General & Unrestricted | $600 |
| LIVFREE INC | |||||||
| PO BOX 110211 | TRUMBULL | CT | 06611 | N/A | PC | Family Fun time | $2,000 |
| LIVINGSTON COUNTY TREASURER | |||||||
| 200 E GRAND RIVER | HOWELL | MI | 48843 | N/A | PC | For the animal shelter/adoption operation | $1,000 |
| LOVE INC OF THE GREATER LIVINGSTON AREA | |||||||
| PO BOX 558 | HOWELL | MI | 48844 | N/A | PC | General & Unrestricted | $8,000 |
| MAGICAL CREATURES OF HAMAKUA - ANIMAL RESCUE AND S | |||||||
| PO BOX 444 | LAUPAHOEHOE | HI | 96764 | N/A | PC | General & Unrestricted | $500 |
| MALTA HOUSE INC | |||||||
| 139A W ROCKS RD | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $1,000 |
| MAUI FOOD BANK INC | |||||||
| 760 KOLU ST | WAILUKU | HI | 96793 | N/A | PC | General & Unrestricted | $1,000 |
| MIDCOAST HUMANE | |||||||
| 190 PLEASANT ST | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $530 |
| Morley Stanwood Middle School | |||||||
| 4700 NORTHLAND DR | MORLEY | MI | 49336 | N/A | GOV | to purchase computer headphones | $1,170 |
| MT PLEASANT ANIMAL SHELTER INC | |||||||
| 194 STATE RTE 10 | EAST HANOVER | NJ | 07936 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN | |||||||
| 333 JOHN CARLYE ST STE 125 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL CENTER FOR TRANSGENDER EQUALITY | |||||||
| 1032 15TH ST NW 199 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,500 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK CITY CAT COALITION INC | |||||||
| 100 DONIZETTI PL APT 11-C | BRONX | NY | 10475 | N/A | PC | General & Unrestricted | $2,000 |
| NORTHWOOD SCHOOL | |||||||
| 92 NORTHWOOD RD | LAKE PLACID | NY | 12946 | N/A | PC | General & Unrestricted | $4,500 |
| NOWZAD | |||||||
| 2770 MAIN ST 161 | FRISCO | TX | 75033 | N/A | PC | General & Unrestricted | $1,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General Purpose Grant | $2,500 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | Spring Gift Campaign | $750 |
| ONE HEART WILD EDUCATION SANCTUARY | |||||||
| 12620 WILLAMETTE MERIDIAN RD NW | SILVERDALE | WA | 98383 | N/A | PC | General & Unrestricted | $2,000 |
| PACIFIC GATEWAY CENTER | |||||||
| 723 UMI ST STE C | HONOLULU | HI | 96819 | N/A | PC | General & Unrestricted | $1,000 |
| PAEPAE O HEEIA | |||||||
| PO BOX 6355 | KANEOHE | HI | 96744 | N/A | PC | General & Unrestricted | $1,000 |
| PAW WARRIORS INC | |||||||
| 355 SPRING TIME ST | SPRING HILL | FL | 34608 | N/A | PC | General & Unrestricted | $1,000 |
| PAWS 4 LIBERTY | |||||||
| 8939 PALOMINO DR | LAKE WORTH | FL | 33467 | N/A | PC | General & Unrestricted | $1,000 |
| PETS INC OF THE MIDLANDS | |||||||
| 300 ORCHARD DR | WEST COLUMBIA | SC | 29170 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD GREAT PLAINS | |||||||
| 4401 W 109TH ST SUITE 200 | OVERLAND PARK | KS | 66211 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD SOUTHEAST INC | |||||||
| 241 PEACHTREE ST NE STE 40 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $1,000 |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | N/A | PC | General & Unrestricted | $1,500 |
| POUND RIDGE FIRE DEPARTMENT INC | |||||||
| 80 WESTCHESTER AVE | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| POUND RIDGE LAND CONSERVANCY INC | |||||||
| 1361 OLD POST RD | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| POUND RIDGE LIONS AMBULANCE CORPS | |||||||
| PO BOX 237 | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| PRIDE TREE | |||||||
| 7995 BLUE DIAMOND ROADST 102 633 | LAS VEGAS | NV | 89178 | N/A | PC | General & Unrestricted | $1,000 |
| QUEEN ANN NZINGA CENTER INC | |||||||
| 18 NEWTON AVE | PLAINVILLE | CT | 06062 | N/A | PC | General & Unrestricted | $1,000 |
| RAINBOW FRIENDS ANIMAL SANCTUARY | |||||||
| PO BOX 1259 | KURTISTOWN | HI | 96760 | N/A | PC | the Water Catchment Campaign grant | $2,000 |
| RESILIENCE GUILD | |||||||
| 10572 MANDUS OLSEN RD NE | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | to support activities associated with Bainbridge Prepares | $2,500 |
| SANCTUARY ONE | |||||||
| 13195 UPPER APPLEGATE RD | JACKSONVILLE | OR | 97530 | N/A | PC | General & Unrestricted | $1,000 |
| SEASON OF JUSTICE CORPORATION | |||||||
| 49 BOONE VILLAGE 251 | ZIONSVILLE | IN | 46077 | N/A | PC | General & Unrestricted | $500 |
| SEATTLE CHILDRENS PLAYGARDEN | |||||||
| 1745 24TH AVE SOUTH | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $5,000 |
| SISTERS OF THE ORDER OF ST DOMINIC | |||||||
| 555 ALBANY AVE | AMITYVILLE | NY | 11701 | N/A | PC | Books for the family and for the reading program | $1,000 |
| SPAY NEUTER IMPERATIVE PROJECT CALIFORNIA | |||||||
| PO BOX 1066 | PEBBLE BEACH | CA | 93953 | N/A | PC | General & Unrestricted | $2,000 |
| TECH TURN UP | |||||||
| 1763 COLUMBIA RD NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $5,000 |
| THE FOOD BASKET INC | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $4,500 |
| THE HERMITAGE CAT SHELTER | |||||||
| PO BOX 13508 | TUCSON | AZ | 85732 | N/A | PC | March Muttness Campaign | $2,500 |
| THE SAFE CROSSINGS FOUNDATION | |||||||
| 4210 SW OREGON ST STE H | SEATTLE | WA | 98116 | N/A | PC | General & Unrestricted | $1,000 |
| THE TANK CENTER FOR SONIC ARTS INC | |||||||
| 233 COUNTY RD 46 | RANGELY | CO | 81648 | N/A | PC | General & Unrestricted | $2,500 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $3,500 |
| THE UKRAINIAN NATIONAL FOUNDATION INC | |||||||
| 216 FOORDMORE RD | KERHONKSON | NY | 12446 | N/A | PC | continuing the repairs of the Soyuzivka Heritage Center's buildings | $1,000 |
| THREE LITTLE PITTIES RESCUE | |||||||
| 509 RUSTIC LN | FRIENDSWOOD | TX | 77546 | N/A | PC | General & Unrestricted | $600 |
| THREE RING RANCH INC | |||||||
| 75-809 KEAOLANI DR | KAILUA KONA | HI | 96740 | N/A | PC | General & Unrestricted | $1,000 |
| THREE VALLEY CONSERVATION TRUST | |||||||
| 5995 FAIRFIELD RD STE 3 | OXFORD | OH | 45056 | N/A | PC | General & Unrestricted | $500 |
| TNR NORTH PLATTE | |||||||
| 302 DIXIE AVE | NORTH PLATTE | NE | 69101 | N/A | PC | General & Unrestricted | $1,000 |
| TORTOLITA ALLIANCE | |||||||
| 12090 N THORNYDALE RD SE 111 BX 328 | MARANA | AZ | 85658 | N/A | PC | General & Unrestricted | $500 |
| TREASURES 4 TEACHERS INC | |||||||
| 3025 S 48TH ST STE 101 | TEMPE | AZ | 85282 | N/A | PC | General & Unrestricted | $1,079 |
| TRI-STATE BIRD RESCUE AND RESEARCH INC | |||||||
| 170 POSSUM HOLLOW RD | NEWARK | DE | 19711 | N/A | PC | Summer Intern | $3,750 |
| TUCSON BOTANICAL GARDENS | |||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | Hot Summer Days campaign | $500 |
| TUCSON BOTANICAL GARDENS | |||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | Triple Impact Campaign | $750 |
| TUOLUMNE RIVER PRESERVATION TRUST | |||||||
| PO BOX 3727 | SONORA | CA | 95370 | N/A | PC | General & Unrestricted | $7,500 |
| UNION STREET BRICK CHURCH | |||||||
| 126 UNION ST | BANGOR | ME | 04401 | N/A | PC | General & Unrestricted | $4,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | Diana Liverman Scholars Program fund and the Earth Grant Program | $4,000 |
| UNIVERSITY OF MONTANA FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | N/A | PC | Bryson Allen Wilderness Endowment Fund | $1,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | Rare Care Plant Program | $1,000 |
| URBAN JUNCTURE FOUNDATION | |||||||
| 300 E 51ST ST | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $9,000 |
| URBAN RURAL ACTION | |||||||
| URBAN RURAL ACTION 607 GALLATIN ST | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $1,500 |
| VOICES OF HOPE FOR APHASIA INC | |||||||
| 6798 CROSSWINDS DR N STE B-102 | ST PETERSBURG | FL | 33710 | N/A | PC | General & Unrestricted | $2,000 |
| VOLUNTEERS IN PSYCHOTHERAPY INC | |||||||
| 7 S MAIN ST STE 208 | WEST HARTFORD | CT | 06107 | N/A | PC | General & Unrestricted | $1,000 |
| WAYNE OPPORTUNITY CENTER INC | |||||||
| 619 S GEORGE ST | GOLDSBORO | NC | 27530 | N/A | PC | Greenhouse Project development | $15,000 |
| WE DONT WASTE INC | |||||||
| 6090 E 39TH AVE | DENVER | CO | 80207 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $311,000 | 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 | $1,943 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,901 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,674 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $43 |
| Federal Tax Refund | 01 | $2 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $321,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $321,563 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALBEMARLE CORP NOTE - 5.050% - | $49,055 | $48,086 |
| CABOT COPR NOTE - 5.000% - 06/ | $58,549 | $58,489 |
| DEVON ENERGY CORP SER B NOTE - | $46,995 | $48,143 |
| EASTMAN CHEM CO - 5.750% - 03/ | $61,177 | $60,630 |
| EXELON CORP - 4.950% - 03/15/2 | $57,784 | $55,976 |
| FEDERATED CAPITAL APPRECIATION | $60,244 | $58,542 |
| FLORIDA PWR - 5.625% - 04/01/2 | $53,495 | $51,642 |
| KELLOGG CO DEB SER B - 7.450% | $58,003 | $55,977 |
| KINDER MORGAIN INC - 5.200% - | $58,155 | $58,373 |
| MOSAIC CO - 5.450% - 11/15/203 | $49,022 | $49,584 |
| ONEOK INC - 6.350% - 01/15/203 | $53,043 | $52,439 |
| ORACLE CORP NOTE - 6.250% - 11 | $52,970 | $53,022 |
| PHILP MORRIS - 5.125% - 02/15/ | $49,580 | $49,849 |
| PROGRESS ENERGY - 7.000% - 10/ | $55,950 | $54,342 |
| PULTE GROUP INC - 7.875% - 06/ | $57,347 | $57,299 |
| TYSON FOODS INC NOTE - 4.875% | $53,273 | $51,905 |
| VALERO ENERGY - 8.750% - 06/15 | $59,361 | $58,308 |
| WILLIAMS COS - 7.750% - 06/15/ | $55,943 | $55,273 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $8,259 | $20,574 |
| ABBVIE INC | $100,862 | $167,232 |
| AIR PRODS & CHEM INC | $51,845 | $67,351 |
| ALLIANCEBERNSTEIN GLOBAL HIGH | $114,352 | $122,522 |
| ALLSTATE PFD SER H | $27,752 | $27,300 |
| AMGEN INC | $21,577 | $24,059 |
| AUTOMATIC DATA PROCESSING INC | $50,826 | $72,800 |
| BANK AMER DS PFD SER KK | $28,437 | $29,013 |
| BLACKROCK CREDIT ALLOCATION IN | $115,601 | $120,637 |
| BROADCOM INC | $63,972 | $276,150 |
| CHEVRON CORP | $93,996 | $120,913 |
| CISCO SYSTEMS INC | $22,319 | $36,535 |
| CME GROUP, INC | $47,079 | $44,038 |
| CORNING INC | $51,516 | $52,292 |
| DELL TECHNOLOGIES INC CLASS C | $37,111 | $67,576 |
| EATON CORP PLC | $53,574 | $124,793 |
| ELI LILLY & CO | $28,185 | $226,345 |
| EXXON MOBIL CORP | $41,462 | $41,904 |
| FASTENAL COMPANY | $20,335 | $22,999 |
| GEN DYNAMICS CP | $34,432 | $35,397 |
| HOME DEPOT INC | $31,253 | $93,978 |
| HP INC | $19,579 | $19,086 |
| ILLINOIS TOOL WORKS | $30,327 | $53,316 |
| INVESCO QQQ TRUST | $174,332 | $227,098 |
| ISHARES 20+ YR TREAS BD | $253,724 | $225,320 |
| ISHARES MSCI KLD 400 SOCIAL IN | $141,452 | $288,910 |
| JP MORGAN CHASE | $70,154 | $77,263 |
| JP MORGAN CHASE PFD SER GG | $26,580 | $26,475 |
| KEURIG DR PEPPER INC | $62,898 | $58,149 |
| KINDER MORGAN INC | $29,552 | $32,944 |
| LOCKHEED MARTIN CORP | $37,656 | $71,933 |
| MARSH AND MCLENNAN COMPANIES I | $41,213 | $106,835 |
| MCDONALD'S CORP | $81,902 | $108,307 |
| MERCK & CO INC | $111,868 | $174,063 |
| MICROSOFT CORP | $12,259 | $85,367 |
| MONDELEZ INTERNATIONAL INC | $115,897 | $129,179 |
| NATIONAL RURAL UTIL - 5.50% - | $30,363 | $30,538 |
| NEXTERA ENERGY, INC | $57,855 | $118,678 |
| NXP SEMICONDUCTORS | $35,041 | $44,131 |
| ONEOK INC | $26,342 | $26,422 |
| PAYCHEX | $28,838 | $57,146 |
| PEPSICO INC | $107,437 | $140,191 |
| PHILLIPS 66 | $66,324 | $82,443 |
| PNC FINANCIAL GROUP INC | $108,773 | $103,861 |
| PPL CORPORATION | $28,538 | $29,088 |
| PROCTER GAMBLE CO | $113,565 | $135,729 |
| PROLOGIS | $41,085 | $41,105 |
| PUBLIC STORAGE PFD 5.15% SER F | $30,462 | $28,913 |
| QUALCOMM INC | $39,946 | $60,750 |
| RAYTHEON TECHNOLOGIES CORP | $26,749 | $27,406 |
| REALTY INCOME CORP | $91,541 | $73,314 |
| SCHWAB US DIVIDEND EQUITY ETF | $174,479 | $186,546 |
| SEMPRA ENERGY COM | $74,526 | $92,337 |
| SOUTHERN CO JR 2017 NY 77 5.25 | $30,513 | $29,213 |
| STARBUCKS CORP COM | $59,833 | $58,076 |
| TEXAS INSTRUMENTS INC | $38,409 | $98,238 |
| TRAVELERS COMPANIES INC | $73,349 | $82,149 |
| UNITED PARCEL SERVICE | $63,364 | $42,424 |
| US BANCORP | $31,447 | $34,936 |
| VANGUARD EXTENDED DURATION TRE | $90,436 | $77,448 |
| WEC ENERGY GROUP, INC | $25,362 | $36,719 |
| WILLIAMS COS | $90,369 | $110,968 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $23,699 | $23,699 |
| Office Supplies | $159 | $159 |
| Postage/Delivery Service | $120 | $120 |
| State or Local Filing Fees | $200 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Lawsuit Proceeds | $43 | $43 |
| Federal Tax Refund | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $45,360 | Amt |
| Net Investment Income | $45,360 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $3,000 | |
| 990-PF Extension for 2023 | $1,400 | |
| Foreign Tax Paid | $76 | $76 |