THE JOHN MERCK FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN MERCK FUND (EIN 23-7082558)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-19
- IRS object ID
- 202132929349101318
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-19T15:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 237082558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN MERCK FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6175564120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE NO 888 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASSISTANT TREASURER | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 6175564120 | PhoneNum |
| Signature | 2021-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ASSISTANT | PersonFirstNm |
| Person Last | TREASURER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2021-10-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,250,212 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $450,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,268 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,268 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $155,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,767 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,688,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,155,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,688,276 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70,621 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $69,621 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,400,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,949,932 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $397,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $397,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $113,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $113,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $121,029 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $121,029 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $571 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $571 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $89,784 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $86,534 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $242,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,285 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $197,162 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $217 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $84,922 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $84,922 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,219 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $322 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,897 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,030 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,157 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,150,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,048,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,928,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,928,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,078,376 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,976,272 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,677,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,877,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,136,787 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,650,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,650,157 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $597,373 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,514,318 | CorporateStockBOYAmt |
| Corporate Stock EOY | $863,154 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $863,154 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $851,175 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,384,789 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,731,522 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,731,522 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,229,063 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,379 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,379 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,713,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,250,212 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,250,212 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,532 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,432 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,432 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,698,973 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,248,780 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,698,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,248,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,713,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,250,212 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,698,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,677,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,021,529 | SubtotalAmt |
| Other Decreases | $2,772,749 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,248,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | $1,894,953 | $1,571,863 | $323,090 | $323,090 |
| GENERATION IM GLOBAL EQUITY FUND, LLC | P | $3,384,759 | $3,396,781 | -$12,022 | -$12,022 |
| FARALLON CAPITAL F5 INVESTORS I, LP | P | $1,250,226 | $550,373 | $699,853 | $699,853 |
| 607.12 SH. SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LIMITED | P | $1,625,687 | $653,336 | $972,351 | $972,351 |
| GENERATION IM GLOBAL EQUITY FUND, LLC THROUGH K-1 | P | $612,464 | $612,464 | ||
| WINDSAIL CAPITAL THROUGH K-1 | P | $2,294 | $2,294 | ||
| JMF LIQUIDATING CO. LLC K-1 | P | -$16,418 | -$16,418 | ||
| FARALLON CAPITAL F5 INVESTORS I, LP K-1 | P | $106,664 | $106,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,688,276 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,002 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,002 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,002 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,878 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,878 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,876 | OverpaymentAmt |
| Applied To ES Tax | $5,876 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JMFUND.ORG | WebsiteAddressTxt |
| Individual With Books | NANCY STOCKFORD | IndividualWithBooksNm |
| Phone | 6175564120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE SUITE 888 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| OLIVIA H FARR | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ROBERT H GARDINER | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| FRANCIS W HATCH III | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE/CHAIR | 5.00 | $0 | $0 | $0 |
| GEORGE HATCH | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| RUTH HENNIG | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ROGER MCFADDEN | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| FREDERICA PERERA | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| WILLIAM ROBERTS | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ANNE STETSON | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE/TREASURER | 2.50 | $0 | $0 | $0 |
| SERENA WHITRIDGE | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| CHRISTINE JAMES | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | SECRETARY/EXECUTIVE DIRECTOR | 35.00 | $210,000 | $33,129 | $0 |
| NANCY STOCKFORD - DIR OF OPERATIONS | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | ASSISTANT TREASURER | 35.00 | $187,500 | $30,879 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NINYA LOEPPKY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOHN MERCK FUND 31 ST JAMES AVE | AddressLine1Txt |
| Address Line2 | SUITE 888 | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM ASSOCIATE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $113,500 | CompensationAmt |
| Employee Benefits | $28,031 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAREN RUTH HARRIS | |||||
| 534 HAWK PINE ROAD | NORWICH | VT | 05055 | PROGRAM CONSULTING | $124,537 |
| PKF O'CONNOR DAVIES LLP | |||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | ACCOUNTING SERVICES | $86,534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,608,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,220,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,478 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,848,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,848,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,732 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,611,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $780,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $780,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,002 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,002 | TotalTaxAmt |
| Distributable Before Adj | $740,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $740,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $740,551 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,976,272 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,976,272 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,976,272 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $740,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,373,815 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,733,636 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,294,132 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,548,249 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,761,852 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,711,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,976,272 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $740,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,235,721 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $57,947,405 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $350,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,023,815 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,573,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,733,636 | ExcessFromYear4Amt |
| Excess From Year3 | $11,294,132 | ExcessFromYear3Amt |
| Excess From Year2 | $9,548,249 | ExcessFromYear2Amt |
| Excess From Year1 | $9,761,852 | ExcessFromYear1Amt |
| Excess From Current Year | $11,235,721 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADIA CENTER | ||||||||||||
| PO BOX 583 8 SUMMER STREET | ROCKPORT | ME | 048560583 | PC | TO ADVANCE A BOLD, EFFECTIVE, AND BROAD-REACHING FRAMEWORK TO AGGRESSIVELY PHASE OUT FOSSIL FUELS AND EXPAND CLEAN ENERGY IN NEW ENGLAND IN THIS DECADE. | $350,000 | ||||||
| ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT | ||||||||||||
| 2201 WASHINGTON STREET SUITE 303 | ROXBURY | MA | 02119 | PC | TO WORK TOWARD CLIMATE, TRANSPORTATION, AND ENERGY JUSTICE. | $50,000 | ||||||
| BIODIVERSITY FUNDERS GROUPCONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | ||||||||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 941290361 | PC | TO SUPPORT THE CLIMATE AND ENERGY FUNDERS GROUP, AND TO WORK WITH THIRD SPACE ACTION LAB TO INTEGRATE RACIAL EQUITY AND INCLUSION. | $10,000 | ||||||
| BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN | ||||||||||||
| WAISMAN CENTER 1500 HIGHLAND AVENUE | MADISON | WI | 53705 | PC | TO ESTABLISH HIGH-QUALITY STEM CELL LINES FROM PEOPLE WITH FRAGILE X FOR USE IN FUTURE RESEARCH. | $60,000 | ||||||
| CENTER FOR AN AGRICULTURAL ECONOMY | ||||||||||||
| PO BOX 422 | HARDWICK | VT | 05843 | PC | TO DEVELOP NEW AND ADAPTED PROGRAMMING IN RESPONSE TO THE COVID-19 CRISIS, INCLUDING PROVIDING TECHNICAL ASSISTANCE AND MICRO GRANTS TO FARMERS AND SUPPORTING EIGHT SMALL STORES IN NORTHEASTERN VERMONT TO INCREASE ACCESS TO LOCAL FOOD, AND IMPROVE FINANCIAL STABILITY OVER THE COMING EIGHTEEN MONTHS FOR FARM CONNEX. | $50,000 | ||||||
| CENTER FOR ENVIRONMENTAL HEALTH | ||||||||||||
| 2201 BROADWAY SUITE 508 | OAKLAND | CA | 94612 | PC | TO END TOXIC EXPOSURES TO HORMONE-DISRUPTING CHEMICALS BY PARTNERING WITH PURCHASERS TO MOVE THE MARKET TOWARD FOOD SERVICE WARE FREE OF PFAS AND RECOMMEND MORE SUSTAINABLE ALTERNATIVES. | $40,000 | ||||||
| CENTER FOR LATINO PROGRESSCT PUERTO RICAN FORUM | ||||||||||||
| 95 PARK STREET 2ND FLOOR | HARTFORD | CT | 06106 | PC | TO INCREASE GRASSROOTS AND ENVIRONMENTAL JUSTICE ADVOCATES' ENGAGEMENT IN THE TRANSPORTATION AND CLIMATE INITIATIVE PROCESS IN CONNECTICUT TO ENSURE THAT THE CONCERNS OF OVERBURDENED COMMUNITIES ARE TAKEN INTO ACCOUNT. | $35,000 | ||||||
| CENTER FOR RURAL AFFAIRS | ||||||||||||
| 110 MARYLAND AVENUE NE SUITE 209 | WASHINGTON | DC | 20002 | PC | TO CREATE AN EMPOWERED COHORT OF NORTHEAST SUSTAINABLE FARM AND FOOD STAKEHOLDERS ABLE TO INFLUENCE POLICY DEBATES; AND TO BUILD A MORE SUSTAINABLE, EQUITABLE FOOD SYSTEM IN THE NORTHEAST THROUGH INCREASED STAKEHOLDER ACCESS TO AND UTILIZATION OF FEDERAL PROGRAM RESOURCES, AND FURTHER OPERATIONALIZE THE NATIONAL SUSTAINABLE AGRICULTURE COALITION'S COMMITMENT TO RACIAL EQUITY WITH A MULTIDAY TRAINING AND FACILITATED FOLLOW-ON SESSIONS FOR THE FULL NATIONAL TEAM. | $45,000 | ||||||
| CENTRO PRESENTE | ||||||||||||
| 202 BENNINGTON STREET 202 | BOSTON | MA | 02128 | PC | TO PROVIDE GENERAL SUPPORT. | $2,500 | ||||||
| CERES | ||||||||||||
| 99 CHAUNCY STREET 6TH FLOOR | BOSTON | MA | 02111 | PC | TO DEPLOY BUSINESS AND INVESTOR LEADERS TO DEFEND AND ADVANCE CLIMATE AND CLEAN ENERGY POLICIES IN MASSACHUSETTS AND NEW HAMPSHIRE, AND PROMOTE THE TRANSPORTATION AND CLIMATE INITIATIVE AND THE MEDIUM-HEAVY DUTY VEHICLE ZERO EMISSION VEHICLE AGREEMENT TO ADVANCE REGIONAL CLEAN TRANSPORTATION EFFORTS. | $75,000 | ||||||
| CLEAN PRODUCTION ACTION | ||||||||||||
| 1310 BROADWAY SUITE 101 | SOMERVILLE | MA | 02144 | PC | TO TRANSFORM HOW CORPORATIONS SET MANAGEMENT POLICIES, MANAGE SUPPLY CHAINS, SELECT AND USE CHEMICALS AND MATERIALS, AND PUBLICLY REPORT ON THEIR PROGRESS AWAY FROM TOXIC CHEMICALS, TO HIRE A CONSULTANT WITH EXPERTISE IN THE INVESTMENT FIELD TO HELP DEVELOP STRATEGIES TO RAISE ADDITIONAL REVENUE FROM THAT CONSTITUENCY, AND TO RAISE MARKET DEMAND FOR, AND AVAILABILITY OF, SAFER ALTERNATIVES TO HAZARDOUS CHEMICALS; CULTIVATE CORPORATE AND NGO CAPACITIES TO TRANSFORM CHEMICALS MANAGEMENT; AND DIVERSIFY REVENUE THROUGH BUSINESS DEVELOPMENT. | $290,000 | ||||||
| CLEAN WATER FUND | ||||||||||||
| 1444 EYE STREET NW SUITE 400 | WASHINGTON | DC | 20005 | PC | TO SUPPORT THE STATEWIDE GRASSROOTS CAMPAIGN TO STOP EXPANSION OF FOSSIL FUEL INFRASTRUCTURE AND COMMIT TO AGGRESSIVE ENERGY POLICIES THAT MEET ENVIRONMENTAL JUSTICE AND CLIMATE GOALS, AND TO ENABLE GREEN JUSTICE COALITION MEMBERS TO PARTICIPATE IN THE MASSACHUSETTS TRANSPORTATION AND CLIMATE INITIATIVE. | $125,000 | ||||||
| COMING CLEAN | ||||||||||||
| 28 VERNON STREET SUITE 434 | BRATTLEBORO | VT | 05301 | PC | TO ORGANIZE PUBLIC AND CORPORATE POLICY CAMPAIGNS TO ELIMINATE CHEMICAL HAZARDS IN PRODUCTS AND MANUFACTURING, AND REDUCE EXPOSURE TO CHEMICAL POLLUTION, ESPECIALLY AMONG THE HIGH-RISK, LOW-WEALTH, LARGELY AFRICAN AMERICAN AND LATINO COMMUNITIES THAT ARE DISPROPORTIONATELY IMPACTED BY SOURCE POLLUTION AND ALSO AT INCREASED RISK OF COVID-19, TO ENSURE ENVIRONMENTAL JUSTICE HEALTH ALLIANCE AFFILIATE ORGANIZATIONS HAVE THE TECHNOLOGY, TRAINING, AND ACCESS THEY NEED TO BE FULLY ENGAGED IN CRUCIAL POLICY WORK DURING THE PANDEMIC, AND TO ADVOCATE FOR ENVIRONMENTAL JUSTICE, EDUCATE RESIDENTS ABOUT THE HEALTH AND ENVIRONMENTAL IMPACTS OF TOXIC POLLUTION, COMPEL FEDERAL AND STATE ENVIRONMENTAL AGENCIES TO ENFORCE HUMAN RIGHTS LAWS, AND ADVOCATE FOR HEALTH SERVICES, RELOCATION, AND POLLUTION REDUCTION TO IMPROVE THE LIVES AND HEALTH OF RESIDENTS IN AND NEAR MOSSVILLE, LOUISIANA. | $370,000 | ||||||
| COMMONWEALTH KITCHEN | ||||||||||||
| 196 QUINCY STREET | DORCHESTER | MA | 02121 | PC | TO CREATE A RELIABLE SALES CHANNEL FOR LOCALLY SOURCED AND LOCALLY PRODUCED FOOD INTO INSTITUTIONS AND PURSUE OTHER PATHS FOR BUILDING A JUST, SUSTAINABLE REGIONAL FOOD ECONOMY. | $65,000 | ||||||
| COMMUNITY IN-POWER AND DEVELOPMENT ASSOCIATION | ||||||||||||
| 910 COLORADO AVENUE | PORT ARTHUR | TX | 77642 | PC | TO ORGANIZE, EDUCATE, AND EMPOWER RESIDENTS IN LOW-INCOME COMMUNITIES IN PORT ARTHUR, TEXAS, TO TAKE ACTION AGAINST NEIGHBORING CHEMICAL MANUFACTURERS, REFINERIES, AND INCINERATOR FACILITIES TO KEEP THEM FROM POLLUTING THE AIR, LAND, AND WATER. | $10,000 | ||||||
| COMMUNITY INVOLVED IN SUSTAINING AGRICULTURE | ||||||||||||
| ONE SUGARLOAF STREET | SOUTH DEERFIELD | MA | 01373 | PC | TO PROVIDE TECHNICAL ASSISTANCE TO FARM AND FOOD BUSINESSES, CONDUCT FOOD SAFETY AND WORKER SAFETY TRAINING, COLLABORATE TO ENSURE EMERGENCY FOOD PROGRAMS INCLUDE LOCAL FARM PRODUCTS, AND OTHERWISE RESPOND TO THE IMPACTS OF THE CORONAVIRUS PANDEMIC. | $20,000 | ||||||
| CONNECTICUT FUND FOR THE ENVIRONMENT | ||||||||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | PC | TO ENSURE THAT CONNECTICUT SETS AND ACHIEVES STRONG CLIMATE AND CLEAN ENERGY GOALS, WHILE FIGHTING FOR ENVIRONMENTAL EQUITY. | $85,000 | ||||||
| CONNECTICUT ROUNDTABLE ON CLIMATE AND JOBS INC | ||||||||||||
| 160 COW HILL ROAD | CLINTON | CT | 06413 | PC | TO BUILD ALLIANCES AMONG LABOR AND ENVIRONMENTAL JUSTICE CONSTITUENCIES TO COMBAT CLIMATE CHANGE, PROMOTE CLEAN ENERGY, AND SUPPORT RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. | $30,000 | ||||||
| CONSERVATION LAW FOUNDATION | ||||||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | TO REDUCE GREENHOUSE GAS EMISSIONS FROM ALL SECTORS OF THE ECONOMY. | $325,000 | ||||||
| COOPERATIVE DEVELOPMENT INSTITUTE | ||||||||||||
| PO BOX 1051 | NORTHAMPTON | MA | 010611051 | PC | TO SUPPORT NEW AMERICAN FARMERS AND FOOD BUSINESSES IN MAINE AND THE CONNECTICUT RIVER VALLEY; AND TO RAISE THE PROFILE OF COOPERATIVE OWNERSHIP IN THE REGIONAL FOOD SYSTEM. | $30,000 | ||||||
| CROWN O' MAINE DISTRIBUTION COMPANY | ||||||||||||
| PO BOX 2 | NORTH VASSALBORO | ME | 04962 | NC | TO PIVOT TO MEET MARKET DEMANDS ARISING FROM THE COVID-19 CRISIS, INCLUDING MAKING WAREHOUSE IMPROVEMENTS THAT MEET FOOD SAFETY AND ORGANIC STANDARDS AND UPDATING AND EXPANDING MARKETING EFFORTS, PARTICULARLY FOR COMS 50 SMALL COBRANDED PRODUCT LINE. | $20,000 | ||||||
| DREAM CORPS | ||||||||||||
| 436 14TH STREET SUITE 920 | OAKLAND | CA | 94612 | PC | TO ADVANCE EQUITABLE POLICIES IN THE TRANSPORTATION CLIMATE INITIATIVE. | $50,000 | ||||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | PC | TO PRESS THE EPA TO INTERPRET, IMPLEMENT, AND ENFORCE THE CHEMICAL SAFETY ACT IN THE MOST HEALTH-PROTECTIVE MANNER AS THE REVISED LAW ALLOWS. | $100,000 | ||||||
| ECOLOGY CENTER | ||||||||||||
| 339 EAST LIBERTY STREET SUITE 300 | ANN ARBOR | MI | 48104 | PC | TO BUILD, SCALE, AND LEVERAGE COLLABORATIVE CAMPAIGN SCIENCE TO WIN MARKET AND POLICY CHANGES WHICH DRIVE TOXICS CHEMICALS OUT OF OUR ECONOMY, AND TO DEEPEN THE CENTER'S CAPACITY TO CENTER INTERSECTIONAL RACIAL JUSTICE AND EQUITY IN THEIR WORK, AND TO BUILD SOLIDARITY WITH SOCIAL JUSTICE ALLIES. | $115,000 | ||||||
| ENERGY ACTION NETWORK | ||||||||||||
| 17 STATE STREET SUITE 205 | MONTPELIER | VT | 05602 | PC | TO ACHIEVE VERMONTS ENERGY AND CLIMATE COMMITMENTS. | $35,000 | ||||||
| ENVIRONMENTAL HEALTH STRATEGY CENTER | ||||||||||||
| 565 CONGRESS STREET 204 | PORTLAND | ME | 04101 | PC | TO DEVELOP A SUCCESSION PLAN AND LEADERSHIP DEVELOPMENT PROGRAM TO PREPARE THE ORGANIZATION FOR AN EFFECTIVE TRANSITION WHEN THE FOUNDING EXECUTIVE DIRECTOR RETIRES, AND TO RID THE FOOD SUPPLY OF TOXIC CHEMICALS THAT MIGRATE FROM FOOD PROCESSING EQUIPMENT, FOOD PACKAGING, AND FOOD SERVICE WARE. | $190,000 | ||||||
| FAIR FOOD NETWORK | ||||||||||||
| 1250 NORTH MAIN STREET NORTH SUITE | ANN ARBOR | MI | 48104 | PC | TO HELP CAPITALIZE THE FAIR FOOD FUND COLLATERAL INITIATIVE TO LEVERAGE CAPITAL IN SUPPORT OF MISSION-ALIGNED FOOD ENTERPRISES IN NEW ENGLAND THAT WILL NEED ADDITIONAL WORKING CAPITAL TO REOPEN OR RESUME THEIR OPERATIONS POST COVID-19. | $100,000 | ||||||
| FARM FRESH RHODE ISLAND | ||||||||||||
| 1005 MAIN STREET 1220 | PAWTUCKET | RI | 02860 | PC | TO ADAPT INTERNAL SYSTEMS IN RESPONSE TO THE COVID-19 CRISIS, INCLUDING PIVOTING A WHOLESALE SYSTEM TO SERVE HOME DELIVERY AND CURBSIDE PICKUP, AND TO PROVIDE INCREASED ECONOMIC OPPORTUNITIES FOR NEW ENGLAND FARMERS AND FOOD PRODUCERS THROUGH CONNECTIONS WITH INDIVIDUALS, BUSINESSES, AND INSTITUTIONS; AND CREATE GREATER TRANSPARENCY, ACCOUNTABILITY, AND INNOVATION WITHIN THE MARKET MOBILE TEAM. | $80,000 | ||||||
| FOOD CONNECTS | ||||||||||||
| 22 BROWNE COURT | BRATTLEBORO | VT | 05301 | PC | TO RESPOND TO EXPANDED DEMAND FOR LOCAL/REGIONAL FOOD RESULTING FROM THE PUBLIC HEALTH EMERGENCY, INCLUDING INCREASING PURCHASE AND SALES STAFF CAPACITY AND EXPANDING COLD STORAGE CAPACITY TO IMPROVE EFFICIENCIES, TO DEVELOP A ROBUST STRATEGIC PLAN TO ASSESS AND GUIDE THE NEXT THREE YEARS OF ORGANIZATIONAL WORK, FORM A LEADERSHIP TEAM, AND DEVELOP A REALISTIC PLAN FOR THAT TEAM TO CONTINUE THIS WORK BEYOND THE INITIAL STRATEGIC PLANNING PHASE, AND TO INCREASE INTER-FOOD HUB TRANSACTIONS AND SALES BY $150,000, WHILE ALSO BUILDING MORE EFFICIENT SYSTEMS AND ENVISIONING THE FUTURE OF NEW ENGLAND FOOD HUB NETWORKS. | $106,000 | ||||||
| FRANKLIN COUNTY COMMUNITY DEVELOPMENT CORPORATION | ||||||||||||
| 324 WELLS STREET | GREENFIELD | MA | 01301 | PC | TO SUPPORT THE MASSACHUSETTS FOOD SYSTEM COLLABORATIVE, AND TO REPURPOSE LOCALLY GROWN VEGETABLES ORIGINALLY PROCESS FOR CAFETERIAS FOR EXPANDED RETAIL MARKETS. | $85,000 | ||||||
| GEORGE WILEY CENTER | ||||||||||||
| 32 EAST AVENUE | PAWTUCKET | RI | 02860 | PC | TO BUILD ORGANIZING CAPACITY TO ENGAGE MEMBERS AND LOW-INCOME RESIDENTS OF RHODE ISLAND ON ISSUES RELATED TO PUBLIC TRANSPORTATION ACCESS AND CLIMATE JUSTICE. | $15,000 | ||||||
| GEORGETOWN UNIVERSITY CLIMATE CENTER | ||||||||||||
| 37TH O STREETS NW BOX 571168 | WASHINGTON | DC | 20057 | PC | TO ESTABLISH A REGIONAL CAP-AND-INVEST PROGRAM TO FUND LOW-CARBON TRANSPORTATION INFRASTRUCTURE AND SUPPORT STATE EFFORTS TO ELECTRIFY PASSENGER VEHICLES AND TRANSIT FLEETS. | $125,000 | ||||||
| GREEN ENERGY CONSUMERS ALLIANCE | ||||||||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | TO SUSTAIN ENGAGEMENT IN THE TRANSPORTATION AND CLIMATE INITIATIVE, PROMOTE STATE POLICIES ON VEHICLE ELECTRIFICATION AND INFRASTRUCTURE, AND EXPAND CONSUMER ENGAGEMENT IN PURCHASING ELECTRIC VEHICLES. | $65,000 | ||||||
| GREENROOTS | ||||||||||||
| 227 MARGINAL STREET SUITE 1 | CHELSEA | MA | 02150 | PC | TO WORK TOWARD ENVIRONMENTAL JUSTICE AND GREATER QUALITY OF LIFE THROUGH COLLECTIVE ACTION, UNITY, EDUCATION, AND YOUTH LEADERSHIP IN CHELSEA, BOSTON, AND ACROSS MASSACHUSETTS. | $50,000 | ||||||
| HEALTH CARE WITHOUT HARM | ||||||||||||
| 12355 SUNRISE VALLEY DRIVE SUITE | RESTON | VA | 20191 | PC | TO WORK WITH HEALTHY FOOD IN HEALTH CARE HOSPITALS THAT SUPPORT LIVING WAGES, LABOR STANDARDS, AND EQUITY TO RESPOND TO THE PANDEMIC AND CREATE GREATER FOOD SYSTEM RESILIENCE IN ITS WAKE. | $70,000 | 680 | |||||
| HEALTHY BUILDING NETWORK | ||||||||||||
| 4911 7TH STREET NW | WASHINGTON | DC | 20011 | PC | TO REDUCE EXPOSURE TO KNOWN HARMFUL CHEMICALS BY DECREASING OR ELIMINATING THEM FROM BUILDING MATERIALS AND OTHER PRODUCTS, AND TO ACCELERATE THE ADOPTION OF HEALTHY BUILDING PROTOCOLS, AND TO EXPLORE A POTENTIAL MERGER WITH A COMPLEMENTARY ORGANIZATION AND TEST THE MARKET VIABILITY OF A NEW METHODOLOGY TO EXPAND REVENUE STREAMS. | $155,000 | ||||||
| INTERNATIONAL CHEMICAL SECRETARIAT | ||||||||||||
| PC | TO PUSH THE GLOBAL MARKET TOWARDS SAFER PRODUCTS AND MATERIALS BY INCREASING THE VISIBILITY OF SAFER ALTERNATIVES ON CHEMSECS ONLINE PLATFORM MARKETPLACE, AND BY GETTING BRANDS TO DEMAND CLEAN MATERIAL STREAMS WHEN IT COMES TO RECYCLED MATERIALS AS A PREREQUISITE FOR A FUNCTIONAL CIRCULAR ECONOMY. | $60,000 | FRSTA LNGGATAN 18 | GTEBORG | SW | SE-413 28 | ||||||
| LENA ENTIN | ||||||||||||
| 127 BLACK BIRCH TRAIL | FLORENCE | MA | 01062 | I | TO CONFER THE SPARKPLUG AWARD. | $50,000 | NONE | |||||
| LOCAL ENTERPRISE ASSISTANCE FUND INC | ||||||||||||
| 386 WESTERN AVENUE | BOSTON | MA | 02135 | PC | TO SUPPORT ADMINISTRATIVE COSTS DURING THE KEY STARTUP PHASE OF THE MASSACHUSETTS FOOD TRUST PROGRAM LOAN FUND. | $50,000 | ||||||
| LOUISIANA BUCKET BRIGADE | ||||||||||||
| 3416 B CANAL STREET | NEW ORLEANS | LA | 70119 | PC | TO USE GRASSROOTS ACTION TO ACHIEVE SUSTAINABLE NEIGHBORHOODS FREE FROM INDUSTRIAL POLLUTION AND TO HASTEN THE TRANSITION FROM FOSSIL FUELS, AND TO SAVE COMMUNITIES IN ST. JAMES PARISH FROM INDUSTRIAL POLLUTION AND EXPOSURE TO TOXIC CHEMICALS. | $20,000 | ||||||
| LOUISIANA ENVIRONMENTAL ACTION NETWORK | ||||||||||||
| 162 CROYDON AVENUE PO BOX 66323 | BATON ROUGE | LA | 70896 | PC | TO USE EDUCATION, EMPOWERMENT, ADVOCACY, AND SUPPORT TO RESOLVE THE UNIQUE ENVIRONMENTAL STRUGGLES PRESENT IN LOUISIANA, AND TO WORK ON ENVIRONMENTAL HEALTH AND JUSTICE WITH THE LOCAL COMMUNITY IN ST. JOHN THE BAPTIST PARISH, WHERE THERE ARE FOUR LARGE CHEMICAL PLANTS WITHIN A FEW MILES OF EACH OTHER. | $20,000 | ||||||
| MAINE FARMLAND TRUST | ||||||||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | PC | TO HELP MORE MAINE FARMERS SCALE UP FOR THE WHOLESALE MARKET TO HELP SUSTAIN AND GROW THE AGRICULTURE SECTOR IN MAINE, TO CONDUCT A STUDY INTO THE FEASIBILITY OF ESTABLISHING A COMMON LANDS INVESTMENT FUND, AND TO OFFER EMERGENCY GRANTS TO SMALL-SCALE FARMERS AND FOOD PROCESSORS AFFECTED BY THE PUBLIC HEALTH CRISIS. | $95,000 | ||||||
| MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION | ||||||||||||
| 294 CROSBY BROOK ROAD PO BOX 170 | UNITY | ME | 04988 | PC | TO PROVIDE ON-SITE TECHNICAL ASSISTANCE AND CONSULTING SERVICES TO MAINE FARMERS AND PROCESSORS TO HELP THEM SCALE UP FOR WHOLESALE MARKETS AND TO PROCESS MORE LOCAL PRODUCTS. | $30,000 | ||||||
| MAINE PEOPLE'S RESOURCE CENTER | ||||||||||||
| 565 CONGRESS STREET SUITE 200 | PORTLAND | ME | 041013308 | PC | TO EDUCATE AND MOBILIZE RURAL RESIDENTS, STUDENTS, YOUNG PEOPLE, AND IMMIGRANTS IN MAINE ON ISSUES RELATED TO DEMOCRACY AND THE FRANCHISE. | $100,000 | ||||||
| MARIA ELENA LETONA | ||||||||||||
| 101 PRINCETON STREET UNIT 2 | EAST BOSTON | MA | 02128 | I | TO CONFER THE SPARKPLUG AWARD. | $45,000 | NONE | |||||
| MIGRANT JUSTICE | ||||||||||||
| 179 S WINOOSKI AVENUE 202 | BURLINGTON | VT | 05401 | PC | TO SUPPORT VERMONTS IMMIGRANT FARMWORKERS DURING THIS PUBLIC HEALTH EMERGENCY, AND TO ADVOCATE TO ENSURE ALL ESSENTIAL WORKERS IN VERMONTS AGRICULTURAL SECTOR ARE PROTECTED AND SUPPORTED REGARDLESS OF IMMIGRATION STATUS, AND TO TRANSFORM THE DAIRY INDUSTRY THROUGH WORKER-DRIVEN SOCIAL RESPONSIBILITY THAT COMPELS DAIRY BRANDS TO ENSURE RESPECT FOR HUMAN RIGHTS IN THEIR SUPPLY CHAINS. | $85,000 | ||||||
| NATIONAL WILDLIFE FEDERATION | ||||||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | PC | TO ACHIEVE 30,000 MEGAWATTS OF RESPONSIBLY DEVELOPED OFFSHORE WIND POWER BY 2035, AND A VIBRANT LOCAL WORKFORCE BUILDING AND OPERATING THE NATIONS FIRST OFFSHORE WIND INFRASTRUCTURE. | $100,000 | ||||||
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||||||
| 3 WADE STREET | AUGUSTA | ME | 043306351 | PC | TO ESTABLISH A STATE CLIMATE ACTION PLAN, IMPLEMENT RENEWABLE ENERGY POLICIES, AND SECURE MAINES PARTICIPATION IN THE TRANSPORTATION CLIMATE INITIATIVE AND OTHER TRANSPORTATION POLICIES, AND TO DEVELOP AN OUTREACH PLAN DESIGNED TO DIVERSIFY AND EXPAND NRCM'S MEMBERSHIP TO INCLUDE RURAL COMMUNITIES, YOUNGER ADVOCATES, IMMIGRANTS, AND COMMUNITIES OF COLOR. | $100,000 | ||||||
| NEIGHBOR TO NEIGHBOR MASSACHUSETTS EDUCATION FUND | ||||||||||||
| 15 COURT SQUARE SUITE 345 | BOSTON | MA | 02108 | PC | TO BUILD AND STRENGTHEN A BASE OF LOW-INCOME AND WORKING CLASS PEOPLE, PEOPLE OF COLOR, AND IMMIGRANTS STATEWIDE, AND IN THE FOUR "GATEWAY" CITIES OF LYNN, HOLYOKE, WORCESTER, AND SPRINGFIELD IN PARTICULAR, TO MAKE PROGRESS ON RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. | $52,500 | ||||||
| NEW ENGLAND CLEAN ENERGY COUNCIL INSTITUTE | ||||||||||||
| 250 SUMMER STREET 5TH FLOOR | BOSTON | MA | 02210 | PC | TO SET THE COURSE FOR A STRONG AND EQUITABLE DECARBONIZED SOCIETY, WHILE WORKING ON THE GROUND TO ENSURE THAT THE REGIONS ASPIRATIONS RESULT IN DEPLOYMENT OF CLEAN ENERGY RESOURCES. | $150,000 | ||||||
| NEW ENGLAND GRASSROOTS ENVIRONMENT FUND | ||||||||||||
| PO BOX 611 | NEWMARKET | NH | 03857 | PC | TO ASSUME MANAGEMENT OF THE NEW ENGLAND FOOD SYSTEM RESILIENCE FUND, | $603,000 | ||||||
| NEW HAMPSHIRE COMMUNITY LOAN FUND | ||||||||||||
| 7 WALL STREET | CONCORD | NH | 03301 | PC | TO WORK TOWARD SUSTAINABILITY AND SYSTEMS CHANGE FOR NEW HAMPSHIRE FARMERS AND FOOD PRODUCERS THROUGH FINANCIAL LITERACY TRAINING, EXPANDING MARKET CHANNELS, AND CONNECTING FARMS WITH AGRICULTURAL FINANCIERS. | $35,000 | ||||||
| NEW HAMPSHIRE SUSTAINABLE ENERGY ASSOCIATION | ||||||||||||
| 14 DIXON AVENUE SUITE 202 | CONCORD | NH | 03301 | PC | TO ADVANCE THE GRANITE STATES TRANSITION TO A CLEAN ENERGY ECONOMY, AND TO TRAIN BOARD AND STAFF ON DONOR FUNDRAISING AND DEVELOPMENT PLANNING, PROVIDE COACHING FOR THE EXECUTIVE DIRECTOR, AND PROVIDE TRAINING FOR THE DIRECTOR OF REGULATORY AFFAIRS | $75,000 | ||||||
| NEW VENTURE FUND | ||||||||||||
| 1021 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | TO STRENGTHEN THE CAPACITY OF GRASSROOTS LEADERSHIP IN PENNSYLVIA TO ADVANCE CLIMATE AND CLEAN ENERGY POLICIES GROUNDED IN EQUITY. | $100,000 | 300 | |||||
| NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS INC | ||||||||||||
| 81 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | TO HELP NORTHEAST STATES REDUCE ENERGY CONSUMPTION AND CARBON EMISSIONS IN THE BUILDING SECTOR IN ORDER TO MEET THE REGIONS ENERGY, ECONOMIC, AND ENVIRONMENTAL GOALS, AND TO INSTALL AND TRAIN STAFF ON THE USE OF A NEW SOFTWARE SYSTEM THAT WOULD INTEGRATE FINANCIAL MANAGEMENT AND PROGRAM MONITORING FOR SIXTEEN FUNDED PROJECTS ACROSS THE ORGANIZATION. | $125,000 | ||||||
| NORTHEAST ORGANIC FARMING ASSOCIATION | ||||||||||||
| PO BOX 697 | RICHMOND | VT | 05477 | PC | TO SUPPORT THE FARMER EMERGENCY FUND AND RELIEF MILKING PROGRAM, ADVOCATE TO ENSURE ACCESS TO HEALTHY FOOD FOR ALL VERMONTERS DURING THE PANDEMIC, AND PROVIDE TECHNICAL ASSISTANCE TO HELP FARMERS FIND NEW MARKETS FOR THEIR PRODUCTS DURING THE CRISIS. | $20,000 | ||||||
| NORTHEAST STATES FOR COORDINATED AIR USE MANAGEMENT | ||||||||||||
| 89 SOUTH STREET SUITE 602 | BOSTON | MA | 02111 | PC | TO CATALYZE, GUIDE, AND SUPPORT STATE ACTION TO ADVANCE TRANSPORTATION ELECTRIFICATION OF LIGHT-, MEDIUM-, AND HEAVY-DUTY VEHICLES TO IMPROVE AIR QUALITY AND ADDRESS CLIMATE CHANGE, AND TO REBUILD BOTH THE OPERATIONAL SYSTEM FOR THE NESCAUM WEBSITE AS WELL AS DESIGN A NEW VISUAL PRESENTATION FOR THE SITE. | $127,000 | ||||||
| PLAN-NE INC | ||||||||||||
| PO BOX 82 | CUMMINGTON | MA | 01026 | PC | TO PREVENT UNNEEDED NATURAL GAS DEVELOPMENT IN NEW ENGLAND. | $25,000 | ||||||
| PLUG IN AMERICA | ||||||||||||
| 1270 S ALFRED STREET NO 351268 | LOS ANGELES | CA | 90035 | PC | TO EXPAND AND ACCELERATE ELECTRIC VEHICLE ADOPTION IN NEW ENGLAND TO A BROAD CROSS-SECTION OF SOCIETY. | $50,000 | ||||||
| PRESIDENTSFELLOWS OF HARVARD UNIVERSITY | ||||||||||||
| 401 PARK DRIVE 4TH FLOOR WEST SUITE | BOSTON | MA | 02215 | PC | TO MODEL THE HEALTH BENEFITS OF THE TRANSPORTATION CLIMATE INITIATIVE FOR CHILDREN AND ADULTS LIVING IN NEW YORK CITY, AS PART OF A LARGER STUDY OF ITS BENEFITS REGION-WIDE. | $20,000 | 415 | |||||
| RED TOMATO | ||||||||||||
| 50 SIMS AVENUE SUITE 2 | PROVIDENCE | RI | 02909 | PC | TO FOCUS ON ORGANIZATIONAL DEVELOPMENT AND TWO KEY PROGRAMS: BYPASS AND THE ECO PROGRAM. | $45,000 | ||||||
| REGULATORY ASSISTANCE PROJECT | ||||||||||||
| 50 STATE STREET SUITE 3 | MONTPELIER | VT | 05602 | PC | TO TRANSFORM NEW ENGLANDS POWER SECTOR WITH STATE AND REGIONAL ELECTRICITY POLICIES THAT ADVANCE CLEAN ENERGY, ENERGY EFFICIENCY, BENEFICIAL ELECTRIFICATION, AND MARKET REFORMS, AND TO HIRE A PROFESSIONAL FACILITATOR TO TRAIN UP TO FOURTEEN SENIOR AND JUNIOR STAFF ON FACILITATION SKILLS. | $100,000 | ||||||
| ROGER WILLIAMS UNIVERSITY | ||||||||||||
| 1 OLD FERRY ROAD | BRISTOL | RI | 02809 | PC | TO ENABLE THE LATINO POLICY INSTITUTE TO STIMULATE PUBLIC POLICY DISCOURSE BY OBJECTIVELY EXAMINING AND COMMUNICATING THE EVOLVING LATINO EXPERIENCE IN RHODE ISLAND. | $15,000 | ||||||
| RTI INTERNATIONAL | ||||||||||||
| 3040 E CORNWALLIS ROAD PO BOX 12194 | RESEARCH TRIANGLE PARK | NC | 27709 | PC | TO BUILD THE INFRASTRUCTURE FOR A NEWBORN SCREENING PROGRAM IN NORTH CAROLINA THAT INCLUDES FRAGILE X SYNDROME, TO DEVELOP AND IMPLEMENT AN ACCESSIBLE, MULTIDIMENSIONAL APPROACH TO EDUCATING AND COUNSELING PARENTS WHOSE INFANTS ARE IDENTIFIED WITH A FRAGILE X PREMUTATION, TO DEVELOP AND TEST AN INTERVENTION TO ADDRESS AND SUPPORT THE DEVELOPMENT OF INFANTS WITH A CONFIRMED DIAGNOSIS OF FRAGILE X SYNDROME AND TO TEST THE FEASIBILITY AND EFFECTIVENESS OF ZOOM RECRUITMENT FOR EARLY CHECK NEWBORN SCREENING OF FRAGILE X SYNDROME; AND TO INVESTIGATE AND SUPPORT THE INTEGRATION OF EARLY INTERVENTION AND NEWBORN SCREENING. | $1,332,000 | ||||||
| SIERRA CLUB FOUNDATION | ||||||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | PC | TO ACCELERATE ELECTRIC VEHICLE ADOPTION IN THE NORTHEAST. | $90,000 | ||||||
| SPRINGFIELD PARTNERS FOR COMMUNITY ACTION | ||||||||||||
| 721 STATE STREET | SPRINGFIELD | MA | 01109 | PC | TO ENABLE WORLD FARMERS TO PROVIDE FREE FRESH PRODUCE TO LOW-INCOME SPRINGFIELD FAMILIES. | $15,000 | ||||||
| STANFORD UNIVERSITY UNIVERSITY SCHOOL OF MEDICINE | ||||||||||||
| 3172 PORTER DRIVE | PALO ALTO | CA | 943041212 | PC | TO MEASURE THE LONGER-TERM EFFECTIVENESS OF A TARGETED TWELVE-WEEK BEHAVIORAL INTERVENTION FOR CHILDREN WITH FRAGILE X SYNDROME. | $198,000 | ||||||
| SUSTAINABLE AGRICULTURE & FOOD SYSTEMS FUNDERS | ||||||||||||
| 133 EAST DE LA GUERRA 306 | SANTA BARBARA | CA | 93101 | PC | TO PROVIDE GENERAL SUPPORT AND POLICY SUPPORT. | $15,000 | ||||||
| THE ARC OF THE UNITED STATES | ||||||||||||
| 1825 K STREET NW SUITE 1200 | WASHINGTON | DC | 20006 | PC | TO JOIN SCIENTIFIC EVIDENCE WITH ADVOCACY TO INFORM AND EMPOWER POLICYMAKERS TO CREATE POLICIES ENSURING NO CHILD IS EXPOSED TO CHEMICALS CONTRIBUTING TO NEURODEVELOPMENTAL DISORDERS, AND TO WORK WITH A CONSULTANT TO BOTH CRAFT A FUNDRAISING STRATEGY FOR TENDR AND FOR THE PROJECT DIRECTOR TO RECEIVE ONGOING SUPPORT IN IMPLEMENTING THAT STRATEGY BY INCORPORATING NEW FUNDRAISING ACTIVITIES INTO HER DAY-TO-DAY WORK. | $125,000 | ||||||
| THIRD SECTOR NEW ENGLAND | ||||||||||||
| PO BOX 213 | BEVERLY | MA | 01915 | PC | TO SUPPORT THE CARROT PROJECT, RHODE ISLAND FOOD POLICY COUNCIL, MASSACHUSETTS FARM TO SCHOOL, FARM TO INSTITUTION NEW ENGLAND, AND HEALTH CARE WITHOUT HARMS HEALTHY FOOD IN HEALTH CARE PROGRAM TO COLLECTIVELY DEEPEN UNDERSTANDING AND WORK TOWARD THE ADVANCEMENT OF RACIAL EQUITY IN THEIR WORK. | $542,000 | ||||||
| TIDES CENTER | ||||||||||||
| PO BOX 2247 | KINGSTON | NY | 12402 | PC | TO SUPPORT THE NORTHEAST SUSTAINABLE AGRICULTURE WORKING GROUP. | $51,000 | ||||||
| TOXIC-FREE FUTURE | ||||||||||||
| 1421 SE DIVISION STREET | PORTLAND | OR | 97202 | PC | TO SUPPORT STATE CHEMICALS POLICY REFORM AND MARKET-BASED ACTIVITIES, AND TO DRIVE HARMFUL CLASSES OF CHEMICALS OUT OF THE MARKETPLACE BY WINNING REGULATION OF SPECIFIC TOXIC CHEMICALS AND CHEMICAL CLASSES AND COMPREHENSIVE CHEMICAL POLICIES BY THE LARGEST RETAILERS. | $787,000 | ||||||
| TOXICS ACTION CENTER | ||||||||||||
| 294 WASHINGTON STREET SUITE 500 | BOSTON | MA | 02108 | PC | TO CLOSE AND REDEVELOP NEW ENGLANDS REMAINING COAL-FIRED POWER PLANTS, PREVENT BUILDOUT OF NATURAL GAS INFRASTRUCTURE, AND MOBILIZE GRASSROOTS SUPPORT FOR CLEAN ENERGY. | $100,000 | ||||||
| TRI-STATE TRANSPORTATION CAMPAIGN | ||||||||||||
| 231 WEST 29TH STREET 904 | NEW YORK | NY | 10001 | PC | TO ELEVATE THE VOICE OF TRANSIT AND ENVIRONMENTAL JUSTICE ADVOCATES TO ENSURE THAT CONNECTICUT AND NEW YORK ENGAGE IN AND COMMIT TO AN EQUITABLE TCI PROGRAM. | $70,000 | ||||||
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||||||
| 722 WEST 168TH STREET 12TH FLOOR | NEW YORK | NY | 10032 | PC | TO MODEL THE HEALTH BENEFITS OF THE TRANSPORTATION CLIMATE INITIATIVE FOR CHILDREN AND ADULTS LIVING IN NEW YORK CITY, AS PART OF A LARGER STUDY OF ITS BENEFITS REGION-WIDE. | $35,000 | ||||||
| UNION OF CONCERNED SCIENTISTS | ||||||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 022389105 | PC | TO PROMOTE A CAP-AND-INVEST POLICY FOR TRANSPORTATION IN THE NORTHEAST, ACCELERATE THE WIDESPREAD ELECTRIFICATION OF PASSENGER AND HEAVY-DUTY VEHICLES, AND FIGHT TO PRESERVE VEHICLE EFFICIENCY AND EMISSIONS STANDARDS AT THE STATE AND FEDERAL LEVELS. | $85,000 | ||||||
| UNIVERSITY OF DELAWARE | ||||||||||||
| 210 HULLIHEN HALL | NEWARK | DE | 19716 | PC | TO FOSTER COLLABORATION WITH THE COMMERCIAL FISHING INDUSTRY TO REDUCE OPPOSITION TO OFFSHORE WIND DEVELOPMENT. | $30,000 | ||||||
| UNIVERSITY OF MASSACHUSETTS FOUNDATION | ||||||||||||
| ONE UNIVERSITY AVENUE | LOWELL | MA | 01854 | PC | TO ADVANCE SAFER CHEMISTRY BY IMPLEMENTING A STRATEGIC PLAN WITH A RESEARCH AND STRATEGY INSTITUTE AT UMASS LOWELL, PROVISIONALLY CALLED THE INSTITUTE FOR SAFE AND SUSTAINABLE CHEMISTRY. | $40,000 | ||||||
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION | ||||||||||||
| ELLIOTT ALUMNI CENTER 9 EDGEWOOD | DURHAM | NH | 03824 | PC | TO EXPAND AND MOBILIZE THE FOOD SOLUTIONS NEW ENGLAND NETWORK TO MEET THE NEEDS OF THIS HISTORIC MOMENT BY CHANGING THE REGIONAL FOOD SYSTEM NARRATIVE AND POLICY LANDSCAPE. | $75,000 | ROAD | |||||
| VERMONT ENERGY INVESTMENT CORPORATION | ||||||||||||
| 20 WINOOSKI FALLS WAY 5TH FLOOR | WINOOSKI | VT | 05404 | PC | TO ACCELERATE DEPLOYMENT OF PLUG-IN ELECTRIC VEHICLES AND INFRASTRUCTURE IN VERMONT. | $50,000 | ||||||
| VERMONT NATURAL RESOURCES COUNCIL | ||||||||||||
| 9 BAILEY AVENUE | MONTPELIER | VT | 05602 | PC | TO ENSURE THAT VERMONT IMPLEMENTS STRONG POLICIES THAT SIGNIFICANTLY AND EQUITABLY REDUCE GREENHOUSE GAS EMISSIONS IN THE STATES TRANSPORTATION, BUILDING, AND POWER SECTORS. | $50,000 | ||||||
| VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUND | ||||||||||||
| 141 MAIN STREET SUITE 6 | MONTPELIER | VT | 05602 | PC | TO ENSURE THAT THE NEWLY ENACTED GLOBAL WARMING SOLUTIONS ACT LIVES UP TO ITS PROMISES, WHILE CONTINUING TO EDUCATE, ORGANIZE, AND ELEVATE VERMONT VOICES CALLING FOR FURTHER CLIMATE ACTION, AND TO DESIGN AND RUN A VIRTUAL CANVASS IN RESPONSE TO THE COVID-19 CRISIS. | $80,000 | ||||||
| VERMONT SUSTAINABLE JOBS FUND | ||||||||||||
| 3 PITKIN COURT SUITE 301E | MONTPELIER | VT | 05602 | PC | TO ENSURE THAT ALL NEW ENGLAND RESIDENTS MAINTAIN FOOD SECURITY, TO ENABLE A SMOOTH TRANSITION TO FARM TO PLATE'S NEW DECADE OF OPERATIONS, AND TO ENABLE THE PARTNERS IN THE NEW ENGLAND FOOD SYSTEM PLANNERS' COMMUNITY OF PRACTICE TO INCREASE STAFF CAPACITY.. | $307,000 | ||||||
| VIRGINIA ORGANIZING | ||||||||||||
| PO BOX 1323 | LAUREL | MD | 20725 | PC | TO SUPPORT THE HEALTH AND ENVIRONMENT FUNDERS NETWORK AND HEALTHY BABIES BRIGHT FUTURES. | $375,000 | ||||||
| VOTE SOLAR | ||||||||||||
| 360 22ND STREET SUITE 730 | OAKLAND | CA | 94612 | PC | TO MAXIMIZE SOLAR DEPLOYMENT ACROSS NEW ENGLAND TO BUILD A 100 PERCENT CLEAN ENERGY SYSTEM THAT PLACES THE INTERESTS, HEALTH, AND WELLBEING OF PEOPLE AT ITS CENTER. | $85,000 | ||||||
| VOTER REGISTRATION PROJECT | ||||||||||||
| 1300 EYE STREET NW SUITE 450 EAST | WASHINGTON | DC | 20005 | PC | TO DEVELOP DATA INFRASTRUCTURE AND TECHNOLOGY THAT WILL ENSURE MORE PEOPLE OF COLOR PARTICIPATE IN ELECTIONS BY MODERNIZING REGISTRATION SYSTEMS, EFFICIENTLY INTEGRATING APPLICANT DATA WITH GET OUT THE VOTE EFFORTS, AND FACILITATING ADVANCED VOTER PROTECTION WORK, AND TO BUILD AND SUPPORT NONPARTISAN VOTER REGISTRATION IN COMMUNITIES OF COLOR. | $550,000 | ||||||
| WEST HARLEM ENVIRONMENTAL ACTION INC | ||||||||||||
| 1854 AMSTERDAM AVENUE 2ND FLOOR | NEW YORK | NY | 10031 | PC | TO REDUCE EXPOSURE FROM TOXIC COSMETICS AND PERSONAL CARE PRODUCTS AMONG WOMEN AND GIRLS OF COLOR, AND TO ADDRESS LONG-STANDING ENVIRONMENTAL HEALTH DISPARITIES DURING COVID-19 BY DRAWING NATIONAL ATTENTION TO THEM AND SHAPING HEALTH CARE AND FINANCIAL RESPONSES, TO UPDATE WE ACT'S WEBSITE, AND TO HIGHLIGHT THE POTENTIAL BENEFITS OF THE TRANSPORTATION CLIMATE INITIATIVE TO CHILDREN AND ADULTS SPECIFIC TO NEW YORK CITY, AS PART OF A LARGER STUDY OF ITS BENEFITS REGION-WIDE. | $115,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,928,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RTI INTERNATIONAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3040 E CORNWALLIS ROAD PO BOX 12194 | AddressLine1Txt |
| City | RESEARCH TRIANGLE PARK | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | TO BUILD THE INFRASTRUCTURE FOR A NEWBORN SCREENING PROGRAM IN NORTH CAROLINA THAT INCLUDES FRAGILE X SYNDROME, TO DEVELOP AND IMPLEMENT AN ACCESSIBLE, MULTIDIMENSIONAL APPROACH TO EDUCATING AND COUNSELING PARENTS WHOSE INFANTS ARE IDENTIFIED WITH A FRAGILE X PREMUTATION, TO DEVELOP AND TEST AN INTERVENTION TO ADDRESS AND SUPPORT THE DEVELOPMENT OF INFANTS WITH A CONFIRMED DIAGNOSIS OF FRAGILE X SYNDROME AND TO TEST THE FEASIBILITY AND EFFECTIVENESS OF ZOOM RECRUITMENT FOR EARLY CHECK NEWBORN SCREENING OF FRAGILE X SYNDROME; AND TO INVESTIGATE AND SUPPORT THE INTEGRATION OF EARLY INTERVENTION AND NEWBORN SCREENING. | GrantOrContributionPurposeTxt |
| Amt | $1,447,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,447,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,268 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,767 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,621 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,688,276 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRELATED BUSINESS INCOME TAX REFUNDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,950,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,950,932 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| HENRY P KENDALL FOUNDATION | ||||||
| 1 | 176 FEDERAL STREET | BOSTON | MA | 02110 | $250,000 | Yes (X) |
| THE 1772 FOUNDATION INC | ||||||
| 2 | PO BOX 112 | POMFRET CENTER | CT | 06259 | $100,000 | Yes (X) |
| HARVARD PILGRIM HEALTH CARE FOUNDATION | ||||||
| 3 | 93 WORCESTER STREET SUITE 100 | WELLESLEY | MA | 02481 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $89,784 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $86,534 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION RECEIVED A CONTRIBUTION FROM A NON-OPERATING FOUNDATION WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $150,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS. ALSO, PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT AS CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG.53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEAR:TAX YEAR: 2014, AMOUNT: $150,000 | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWN O'MAINE DISTRIBUTION COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2 | AddressLine1Txt |
| City | NORTH VASSALBORO | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04962 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-04-23 | GrantDt |
| Grant | $20,000 | GrantAmt |
| Purpose Of Grant | TO PIVOT TO MEET MARKET DEMANDS ARISING FROM THE COVID-19 CRISIS, INCLUDING MAKING WAREHOUSE IMPROVEMENTS THAT MEET FOOD SAFETY AND ORGANIC STANDARDS AND UPDATING AND EXPANDING MARKETING EFFORTS, PARTICULARLY FOR COMS 50 SMALL COBRANDED PRODUCT LINE. | PurposeOfGrantTxt |
| Expended By Grantee | $20,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE TO OUR KNOWLEDGE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | NONE YET | DatesOfReportsByGranteeTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| 990-PF, PART II, LINE 13, INVESTMENTS OTHER | MISSION RELATED INVESTMENTS:NEW HAMPSHIRE COMMUNITY LOAN FUND $1,000,000:INVESTMENT IN NEW HAMPSHIRE COMMUNITY LOAN FUND TO SUPPORT EFFORTS TO BUILD AND SECURE AFFORDABLE HOUSING, CREATE JOBS, AND PROVIDE AND IMPROVE COMMUNITY FACILITIES. BOSTON COMMUNITY LOAN FUND $1,000,000:INVESTMENT IN BLUEHUB LOAN FUND ("BLF"), FORMERLY KNOWN AS BOSTON COMMUNITY LOAN FUND, TO SUPPORT BLF'S MISSION TO MAKE LOANS, AT BELOW MARKET RATES, FOR THE BENEFIT OF COMMUNITY DEVELOPMENT PROJECTS. |
| 990-PF, PART XIII, LINE 7 | LINE 7 CONSISTS OF THE SUM OF THE FOLLOWING:THE JOHN MERCK FUND RECEIVED CONTRIBUTIONS FROM 2 PRIVATE FOUNDATIONS WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $350,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS.PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT2015 $350,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 10,552.0000 MERCK & CO INC | StockNm |
| EOY Book Value | $863,154 | EOYBookValueAmt |
| EOYFMV | $863,154 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FARALLON CAPITAL F5 INVESTORS I, L.P. | FMV | $693,530 | $693,530 |
| WINDSAIL CREDIT FUND, L.P. | FMV | $585,088 | $585,088 |
| JMF LIQUIDATING COMPANY LLC | FMV | $452,904 | $452,904 |
| NEW HAMPSHIRE COMMUNITY LOAN FUND (SEE STMT) | AT COST | $1,000,000 | $1,000,000 |
| BLUBHUB LOAN FUND (SEE STMT) | AT COST | $1,000,000 | $1,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $571 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $571 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RECEIVABLE DUE FROM BROKER | $1,229,063 | $2,129 | $2,129 |
| OTHER RECEIVABLES | $3,250 | $3,250 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $2,772,749 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $8,102 | $0 | $8,102 |
| TELECOMMUNICATIONS AND WEBSITE | $10,894 | $0 | $10,894 |
| DUES AND SUBSCRIPTIONS | $4,419 | $0 | $4,419 |
| OFFICE EXPENSES | $14,064 | $0 | $14,064 |
| PARTNERSHIP EXPENSES THRU K-1S | $22,636 | $22,636 | $0 |
| PAYROLL PROCESSING | $2,678 | $0 | $2,678 |
| CHARITABLE STATE FILING FEES | $1,000 | $0 | $1,000 |
| JMF LIQUIDATING LLC FILING FEES | $394 | $394 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET ORDINARY INCOME FROM LIMITED PARTNERSHIPS | $69,145 | $69,145 | $69,145 |
| SECURITIES LITIGATION SETTLEMENTS | $476 | $476 | $476 |
| UNRELATED BUSINESS INCOME TAX REFUNDS | $1,000 | $1,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BUECHNER DAUGHTER FOUNDATIONS | Desc |
| BOY Book Value | $14,532 | BOYBookValueAmt |
| EOY Book Value | $1,432 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,013 | $1,013 | $0 |
| CUSTODIAL FEES | $6,688 | $6,688 | $0 |
| GRANT PROGRAM CONSULTING | $194,693 | $0 | $194,693 |
| COMPUTER AND WEBSITE CONSULTING | $2,469 | $0 | $2,469 |
| INVESTMENT ADVISORY FEES | $37,584 | $37,584 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES PAID | $30,000 | $0 | $0 |
| FOREIGN TAXES THRU K-1S | $217 | $217 | $0 |