ARTHUR V DAVIS FOUNDATION PF 3: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR V DAVIS FOUNDATION PF 3 (EIN 59-6159693)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-25
- IRS object ID
- 202132989349100673
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-25T13:43:45-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204193611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Batts Morrison Wales & Lee PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 North Orange Avenue Suite 800 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | 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 | 596159693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthur Vining Davis Foundation #3 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 9043590670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 N Highway A1A No 300 | AddressLine1Txt |
| City | Ponte Vedra Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Timothy Michel | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9043590670 | PhoneNum |
| Signature | 2021-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Timothy | PersonFirstNm |
| Person Last | Michel | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele M Wales | PreparerPersonNm |
| PTIN | P00428093 | PTIN |
| Phone | 4077706000 | PhoneNum |
| Preparation | 2021-10-12 | 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 | $197,226,335 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $488,888 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $488,888 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,781,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,781,204 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,681,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,097,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,681,820 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,951,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,951,912 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $855,237 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $361,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $493,637 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $263,459 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $313,374 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $213,624 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $213,624 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,886 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,886 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,064 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,613 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,451 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,577 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,529 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,048 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $288,134 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,577 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $34,057 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $59,183 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $59,183 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,812 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,812 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $148,721 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $146,497 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,959,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $448,319 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,343,569 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,023,935 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,013,686 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,983,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $448,319 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,357,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,968,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,503,593 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,475,571 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,290,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,290,125 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,150 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $53,065 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $53,065 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $11,489,222 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,056,144 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,056,144 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $133,353,509 | CorporateStockBOYAmt |
| Corporate Stock EOY | $146,190,119 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $146,190,119 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,564,152 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,997,507 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,997,507 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,100,258 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,533,933 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,533,933 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $104,513 | OtherAssetsBOYAmt |
| Other Assets EOY | $105,442 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $105,442 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $180,090,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $197,226,335 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $197,226,335 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $5,010,249 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $22,080 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $182,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,080 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,192,749 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $180,068,295 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $192,033,586 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $180,068,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $192,033,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $180,090,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $197,226,335 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $180,068,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,968,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,997,011 | OtherIncreasesAmt |
| Subtotal | $192,033,586 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $192,033,586 | 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 | $111,097,093 | GrossSalesPriceAmt |
| Cost Or Other Basis | $97,415,273 | CostOrOtherBasisAmt |
| Gain Or Loss | $13,681,820 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,681,820 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,681,820 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $215,500 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $215,500 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $215,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $182,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $215,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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.avdf.org | WebsiteAddressTxt |
| Individual With Books | Office of the President | IndividualWithBooksNm |
| Phone | 9043590670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 N Highway A1A Suite 300 | AddressLine1Txt |
| City | Ponte Vedra Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| Serena Davis Hall | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Chair | 5.00 | $0 | $0 | $0 |
| James Cote | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee | 1.00 | $0 | $0 | $0 |
| Amanda Davis | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee (Term ended 05/20) | 1.00 | $0 | $0 | $0 |
| Haley Davis Madole | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee (Term began 05/20) | 1.00 | $0 | $0 | $0 |
| Christopher Davis | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee | 1.00 | $0 | $0 | $0 |
| Eric Davis | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee (Term ended 02/20) | 1.00 | $0 | $0 | $0 |
| Tamara Davis | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee (Term began 02/20) | 1.00 | $0 | $0 | $0 |
| Jonathan Davis | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee | 1.00 | $0 | $0 | $0 |
| Sarah Davis | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee | 1.00 | $0 | $0 | $0 |
| John L Kee III | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee (Term ended 10/20) | 1.00 | $0 | $0 | $0 |
| William Kee | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee (Term began 10/20) | 1.00 | $0 | $0 | $0 |
| Dorothy Davis Kee | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Trustee | 1.00 | $0 | $0 | $0 |
| Dr Michael Murray | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | President | 20.00 | $194,954 | $59,629 | $0 |
| Tim Michel | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Chief Financial Officer | 16.00 | $103,975 | $42,105 | $0 |
| SunTrust Banks Inc | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32802 | Corporate Trustee/Investment Advisor | 2.00 | $556,308 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| John Churchill | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32082 | Director of Programs | 20.00 | $107,225 | $41,703 | $0 |
| Adora Gross | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32082 | VP for Administratio | 20.00 | $97,477 | $43,191 | $0 |
| Ann Bryan | ||||||||
| 814 N Highway A1A Suite 300 | Ponte Vedra Beach | FL | 32082 | Special Projects Man | 12.00 | $58,758 | $26,996 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $167,767,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,974,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $174,742,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $174,742,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,621,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,121,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,606,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,606,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $215,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $215,500 | TotalTaxAmt |
| Distributable Before Adj | $8,390,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,390,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,390,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,357,255 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,357,255 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,357,255 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,390,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,243,722 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,357,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,243,722 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,533 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,277,048 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dr Michael J Murray Arthur Vining D | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 814 N Highway A1A Suite 300 | AddressLine1Txt |
| City | Ponte Vedra Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9043590670 | RecipientPhoneNum |
| Form And Info And Materials | Applicants should review the additional information provided in the grants section of the Foundation's web page at https://www.avdf.org/Grants/GrantseekingOrganizations.aspx. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See additional information provided in the grants section of the Foundation's web page. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The following activities/organizations are generally not supported by the Foundation: A) Institutions outside the U.S. and its possessions B) Assistance to individuals (except as chosen by a grantee institution under an organized scholarship program) C) Support for voter registration drives, voter education, efforts to influence elections or legislation D) Expenditures for non-charitable purposes E) Institutions primarily supported by governmental funds (except in health care and secondary education) F) Private foundations within sec. 509(A) of the 1969 Tax Reform Act | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Place to Turn | ||||||||
| 99 Hartford Street | Natick | MA | 01760 | None | PC | Charitable purposes | $2,000 | |
| American Council on Education | ||||||||
| One Dupont Circle NW | Washington | DC | 20036 | None | PC | Charitable purposes - private higher education | $308,820 | |
| Association of American Colleges and Universities | ||||||||
| 1818 R St NW | Washington | DC | 20009 | None | PC | Charitable purposes - private higher education | $235,250 | |
| Atlanta Community Food Bank | ||||||||
| 732 Joseph E Lowery Boulevard NW | Atlanta | GA | 30318 | None | PC | Charitable purposes | $2,000 | |
| Bainbridge Island Land Trust | ||||||||
| P O Box 10144 | Bainbridge Island | WA | 98110 | None | PC | Charitable purposes | $1,000 | |
| Barnard College | ||||||||
| 3009 Broadway | New York | NY | 10027 | None | PC | Charitable purposes - private higher education | $300,000 | |
| Billion Oyster Project | ||||||||
| 10 South St Building Slip 7 | New York | NY | 10004 | None | PC | Charitable purposes | $2,500 | |
| Calvary United Methodist Church for Long Lake Friends of Music | ||||||||
| PO Box 1342 | Winter Park | CO | 80482 | None | PC | Charitable purposes | $3,000 | |
| Cape and Islands United Way | ||||||||
| PO Box 367 | Cele | MA | 02632 | None | PC | Charitable purposes | $50,000 | |
| Carnegie Mellon University | ||||||||
| 5000 Forbes Avenue | Pittsburgh | PA | 15213 | None | PC | Charitable purposes - rivate higher education | $205,000 | |
| Center for Large Landscape Conservation | ||||||||
| PO Box 1587 | Bozeman | MT | 59771 | None | PC | Charitable purposes | $2,500 | |
| Christ Episcopal Church of Ponte Vedra Beach Charitable Foundation | ||||||||
| PO Box 1908 | Orlando | FL | 32802 | None | PC | Charitable purposes | $900 | |
| City Harvest | ||||||||
| 6 E 32nd St 5th Floor | New York | NY | 10016 | None | PC | Charitable purposes | $50,000 | |
| Colorado Seminary | ||||||||
| 2199 S University Blvd | Denver | CO | 80210 | None | PC | Charitable purposes- private higher education | $300,000 | |
| Community Foundation for Loudoun and Northern Fauquier Counties | ||||||||
| PO Box 342 | Leesburg | VA | 20178 | None | PC | Charitable purposes | $6,000 | |
| Cornell University | ||||||||
| 377 Pine Tree Road | Ithaca | NY | 14850 | None | PC | Charitable purposes | $3,000 | |
| Council of Independent Colleges | ||||||||
| 1 Dupont Cir NW Ste 320 | Washington | DC | 20036 | None | PC | Charitable purposes - private higher education | $130,000 | |
| Dana-Farber Cancer Institute | ||||||||
| 450 Brookline Ave | Boston | MA | 02115 | None | PC | Charitable purposes - palliative care | $2,000 | |
| Drake University | ||||||||
| 2507 University Ave | Des Moines | IA | 50311 | None | PC | Charitable purposes - interfaith leadership and religious literacy | $287,280 | |
| Family Foundations of Northeast Florida Inc | ||||||||
| 40 E Adams Street 320 | Jacksonville | FL | 32202 | None | PC | Charitable purposes | $100 | |
| Family Promise Metrowest Inc | ||||||||
| 6 Mulligan St | Natick | MA | 01760 | None | PC | Charitable purposes | $2,000 | |
| Finger Lakes Land Trust Inc | ||||||||
| 202 E Court St | Ithaca | NY | 14850 | None | PC | Charitable purposes | $3,000 | |
| Food Bank of the Southern Tier | ||||||||
| 388 Upper Oakwood Avenue | Elmira | NY | 14903 | None | PC | Charitable purposes | $53,000 | |
| Foundation for Religious Literacy | ||||||||
| 53 State St | Boston | MA | 02109 | None | PC | Charitable purposes | $50,000 | |
| Fred Rogers Productions | ||||||||
| 2100 Wharton St Ste 700 | Pittsburgh | PA | 15203 | None | PC | Charitable purposes - public educational media | $400,000 | |
| Friends of the Library- Ponte Vedra Beach Inc | ||||||||
| PO Box 744 | Ponte Vedra | FL | 32004 | None | PC | Charitable purposes | $500 | |
| Good Shepherd Food Bank of Maine | ||||||||
| 3121 Hotel Rd | Auburn | ME | 04210 | None | PC | Charitable purposes | $6,000 | |
| Grand County Pet Pals | ||||||||
| PO Box 1972 | Granby | CO | 80446 | None | PC | Charitable purposes | $1,500 | |
| Greater Pittsburgh Community Food Bank | ||||||||
| 1 N Linden St | Duquesne | PA | 15110 | None | PC | Charitable purposes | $50,000 | |
| Hockaday School | ||||||||
| 11600 Welch Rd | Dallas | TX | 75229 | None | PC | Charitable purposes | $2,000 | |
| Howard School Inc | ||||||||
| 1192 Foster Street NW | Atlanta | GA | 30318 | None | PC | Charitable purposes | $5,000 | |
| Icahn School of Medicine at Mount Sinai | ||||||||
| One Gustave L Levy Place Box 1049 | New York | NY | 10029 | None | PC | Charitable purposes- palliative Care | $100,000 | |
| Independent Media Institute | ||||||||
| 18 West 21st St Ste 901 | New York | NY | 10010 | None | PC | Charitable purposes - private higher education | $250,000 | |
| Inova Loudoun Hospital | ||||||||
| 8110 Gatehouse Rd Ste 400w | Falls Church | VA | 22042 | None | PC | Charitable purposes | $2,000 | |
| Interfaith Youth Core (IFYC) | ||||||||
| 141 W Jackson Boulevard Suite 3200 | Chicago | IL | 60604 | None | PC | Charitable purposes - interfaith leadership & religious literacy | $300,000 | |
| Jefferson Land Trust | ||||||||
| 1033 Lawrence St | Port Townsend | WA | 98368 | None | PC | Charitable purposes | $1,000 | |
| KERA | ||||||||
| 3000 Harry Hines Blvd | Dallas | TX | 75201 | None | PC | Charitable purposes | $6,000 | |
| Loyola University | ||||||||
| 820 N Michigan Ave | Chicago | IL | 60611 | None | PC | Chariable purposes - private higher education | $150,000 | |
| Maine Community Foundation Inc | ||||||||
| 245 Main Street | Ellsworth | ME | 04605 | None | PC | Charitable purposes | $6,000 | |
| Marquette University | ||||||||
| 915 W Wisconsin Ave | Milwaukee | WI | 53233 | None | PC | Charitable purposes - private higher education | $297,281 | |
| Middle Park Medical Foundation | ||||||||
| PO Box 252 | Kremmling | CO | 80459 | None | PC | Charitable purposes | $3,000 | |
| Minds Matter | ||||||||
| PO Box 3149 | Chicago | IL | 60654 | None | PC | Charitable purposes | $250 | |
| Mountain Family Center | ||||||||
| PO Box 638 | Granby | CO | 80446 | None | PC | Charitable purposes | $50,000 | |
| National Council of the United States Society of St Vincent de Paul Inc | ||||||||
| 66 Progress Pkwy | Maryland Heights | MO | 63043 | None | PC | Charitable purposes | $250 | |
| National Foundation for Infectious Diseases | ||||||||
| 7201 Wisconsin Ave Ste 750 | Bethesda | MD | 20814 | None | PC | Charitable purposes | $3,000 | |
| Nine Health Services Inc | ||||||||
| 1139 Delaware St | Denver | CO | 80204 | None | PC | Charitable purposes | $1,500 | |
| Nonprofit Center of Northeast Florida Inc | ||||||||
| 40 E Adams St | Jacksonville | FL | 32202 | None | PC | Charitable purposes | $5,000 | |
| North Central College | ||||||||
| 30 N Brainard St | Naperville | IL | 60540 | None | PC | Charitable purposes - private higher education | $99,750 | |
| North Texas Food Bank | ||||||||
| 3677 Mapleshade Lane | Plano | TX | 75075 | None | PC | Charitable purposes | $50,000 | |
| Northern Virginia Family Service | ||||||||
| 10455 White Granite Dr Ste 100 | Oakton | VA | 22124 | None | PC | Charitable purposes | $50,000 | |
| Ohio State University Foundation | ||||||||
| 1480 W Lane Ave | Columbus | OH | 43221 | None | PC | Charitable purposes - interfaith leadership & religious literacy | $220,469 | |
| One America Movement | ||||||||
| 1342 Florida Ave NW | Washington | DC | 20009 | None | PC | Charitable purposes - interfaith leadership and religious literacy | $198,675 | |
| Partners in Health a Nonprofit Corporation | ||||||||
| 800 Boylston St Ste 300 | Boston | MA | 02199 | None | PC | Charitable purposes | $2,000 | |
| Positive Exposure | ||||||||
| 43 E 20th St 6th Floor | New York | NY | 10003 | None | PC | Charitable purposes | $2,000 | |
| Project Pericles Inc | ||||||||
| 551 5th Ave Ste 1910 | New York | NY | 10176 | None | PC | Charitable purposes - private higher education | $300,000 | |
| Regents of the University of California at Berkeley | ||||||||
| 2195 Hearst Ave Rm 120 | Berkeley | CA | 94720 | None | PC | Charitable purposes - private higher education | $349,983 | |
| Riverside Presbyterian Church | ||||||||
| 46040 Center Oak Plaza Suite 130 | Sterling | VA | 20166 | None | PC | Charitable purposes | $5,000 | |
| Rockefeller Philanthropy Advisors Inc | ||||||||
| 6 W 48th St Fl 10 | New York | NY | 10036 | None | PC | Charitable purposes | $25,000 | |
| Rocky Mountain Repertory Theatre | ||||||||
| PO Box 1682 | Grand Lake | CO | 80447 | None | PC | Charitable purposes | $1,500 | |
| Seattle Foundation | ||||||||
| 1601 Fifth Ave Ste 1900 | Seattle | WA | 98101 | None | PC | Charitable purposes | $50,000 | |
| Shining Stars Foundation | ||||||||
| PO Box 1308 | Aspen | CO | 81612 | None | PC | Charitable purposes | $1,500 | |
| St Anne's Episcopal Church | ||||||||
| 1700 Wainwright Dr | Reston | VA | 20190 | None | PC | Charitable purposes | $2,000 | |
| St John Paul II Mission | ||||||||
| 127 Stonemason Way | Ponte Vedra | FL | 32081 | None | PC | Charitable purposes | $500 | |
| St Peter's Church Nursery School | ||||||||
| PO Box 437 | Osterville | MA | 02655 | None | PC | Charitable purposes | $12,000 | |
| Texas Scottish Rite Hospital For Crippled Children | ||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | None | PC | Charitable purposes | $3,000 | |
| The Aspen Institute | ||||||||
| PO Box 222 | Queenstown | MD | 21658 | None | PC | Charitable purposes - interfaith leadership & religious literacy | $100,000 | |
| The Greater Boston Food Bank Inc | ||||||||
| 70 South Bay Avenue | Boston | MA | 02118 | None | PC | Charitable purposes | $50,000 | |
| Tioga County Rural Ministry Inc | ||||||||
| 143 North Ave | Owego | NY | 13827 | None | PC | Charitable purposes | $3,000 | |
| Trustees of Boston University | ||||||||
| 595 Commonwealth Ave Ste 700 W | Boston | MA | 02215 | None | PC | Charitable purposes - interfaith leadership & religious literacy | $78,435 | Entrance |
| Union of Concerned Scientists Inc | ||||||||
| 2 Brattle Square Ste 6 | Cambridge | MA | 02138 | None | PC | Charitable purposes | $2,000 | |
| United Way of Greater Atlanta Inc | ||||||||
| 40 Courtland St | Atlanta | GA | 30303 | None | PC | Charitable purposes | $50,000 | |
| United Way of Northeast Florida | ||||||||
| 40 E Adams St | Jacksonville | FL | 32202 | None | PC | Charitable purposes - local initiatives | $100,000 | |
| University of Notre Dame | ||||||||
| 724 Grace Hall Controllers Office | Notre Dame | IN | 46556 | None | PC | Charitable purposes - interfaith leadership & religiousl literacy | $156,743 | |
| University of Vermont and State Agricultural College | ||||||||
| 870 Roguelea Lane | Burlington | VT | 05405 | None | PC | Charitable purposes | $2,000 | |
| Visiting Nurse Association of Texas | ||||||||
| 1600 Viceroy Drive Ste 400 | Dallas | TX | 75235 | None | PC | Charitable purposes | $3,000 | |
| Warren Wilson College | ||||||||
| Wwc 6376 PO Box 9000 | Asheville | NC | 28815 | None | PC | Charitable purposes - private higher education | $150,000 | |
| We Filipinos Inc | ||||||||
| 5607 University Blvd W | Jacksonville | FL | 32216 | None | PC | Charitable purposes | $500 | |
| WETA | ||||||||
| 3939 Campbell Avenue | Arlington | VA | 22206 | None | PC | Charitable purposes - public educational media | $300,000 | |
| WGBH | ||||||||
| One Guest Street | Boston | MA | 02135 | None | PC | Charitable purposes - public educational media | $300,000 | |
| White Oak Conservation Foundation | ||||||||
| 227 W Monroe St Ste 4800 | Chicago | IL | 60606 | None | POF | Charitable purposes | $1,000 | |
| Whittier College | ||||||||
| 13406 Philadelphia St | Whittier | CA | 90601 | None | PC | Charitable purposes - private higher education | $300,000 | |
| WNET | ||||||||
| 825 8th Avenue | New York | NY | 10019 | None | PC | Charitable purposes - public educational media | $250,000 | |
| Woodwell Climate Research Center | ||||||||
| 149 Woods Hole Road | Falmouth | MA | 02540 | None | PC | Charitable purposes | $4,000 | |
| Zaytuna College | ||||||||
| 2401 Le Conte Ave | Berkeley | CA | 94709 | None | PC | Charitable purposes - interfaith leadership & religious literacy | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,013,686 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Journalist Project | |||||||
| 718 7th St NW | Washington | DC | 20001 | None | PC | Charitable purposes - public educational media | $750,000 |
| Association of American Colleges and Universities | |||||||
| 1818 R St NW | Washington | DC | 20009 | None | PC | Charitable purposes - private higher education | $185,249 |
| Conservation X Labs Inc | |||||||
| 1066 31st St NW | Washington | DC | 20007 | None | PC | Charitable purposes - environmental engagement, stewardship, & solutions | $350,000 |
| Independent Media Institute | |||||||
| 18 West 21st St Ste 901 | New York | NY | 10010 | None | PC | Charitable purposes - private higher education | $125,000 |
| Loyola University | |||||||
| 820 N Michigan Ave | Chicago | IL | 60611 | None | PC | Charitable purposes - private higher education | $150,000 |
| National Fish and Wildlife Foundation | |||||||
| 1133 15th St NW Ste 1100 | Washington | DC | 20005 | None | PC | Charitable purposes - environmental engagement, stewardship, & solutions | $350,000 |
| PBS Foundation | |||||||
| 2100 Crystal Dr 3rd Floor | Arlington | VA | 22202 | None | SO I | Charitable purposes - public educational media | $300,000 |
| Warren Wilson College | |||||||
| wwc 6376 PO Box 9000 | ASheville | NC | 28815 | None | PC | Charitable purposes - private higher education | $150,000 |
| WETA | |||||||
| 3939 Campbell Avenue | Arlington | VA | 22206 | None | PC | Charitable purposes - public educational media | $600,000 |
| WETAFlorentine Films | |||||||
| 3939 Campbell Avenue | Arlington | VA | 22206 | None | PC | Charitable purposes - public educational media | $1,000,000 |
| WGBH | |||||||
| One Guest Street | Boston | MA | 02135 | None | PC | Charitable purposes - public educational media | $800,000 |
| WJCT | |||||||
| 100 Festival Park Avenue | Jacksonville | FL | 32202 | None | PC | Charitable purposes - local initiatives | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,010,249 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $488,888 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,781,204 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,681,820 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,951,912 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,951,912 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Auditing & tax advisory fees | CategoryTxt |
| Amt | $28,064 | Amt |
| Net Investment Income | $5,613 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,451 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | White Oak Conservation Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 W Monroe Street Suite 4800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-05-20 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | This grant was expended in connection with the Foundation's charitable purpose to support environmental sustainability. The grant was used to develop and implement practical and successful solutions to ensure a future for wildlife populations. Specifically, the grant funds were used to conserve endangered wildlife, educate conservationists, and protect local habitats. | PurposeOfGrantTxt |
| Expended By Grantee | $1,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | No diversion of funds from the purpose of the grant. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 04/06/21 | DatesOfReportsByGranteeTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990-PF, Part VIII, Line 1, Column b - Corporate Trustee Avrg Hrs/Wk | FormAndLineReferenceDesc |
| Medium Explanation | As Corporate Trustee, SunTrust Banks, Inc. provides administrative services such as acting as investment manager for the Foundation. These services require numerous individual bank employees' involvement in the activities of the Foundation and thus cannot be quantified on an hourly basis. Therefore, the Trustee's fees are not based upon an hourly basis but are calculated based upon factors such as the market value of the account and in accordance with the Trustee's agreement with the Foundation. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Adobe, Inc. | $189,417 | $189,417 |
| American Express Credit | $254,356 | $254,356 |
| American Intl Group | $188,748 | $188,748 |
| Apple, Inc. | $315,734 | $315,734 |
| AT&T Inc | $212,429 | $212,429 |
| BB&T Corporation | $172,955 | $172,955 |
| Bank of America Corp | $187,986 | $187,986 |
| CVS Health Corp | $198,916 | $198,916 |
| Capital One Financial Co | $187,678 | $187,678 |
| Cisco Systems Inc | $170,529 | $170,529 |
| Citigroup Inc | $166,959 | $166,959 |
| Comcast Corp | $181,866 | $181,866 |
| Walt Disney Company | $162,440 | $162,440 |
| Enterprise Products Oper | $181,385 | $181,385 |
| General Electric Cap Corp | $175,258 | $175,258 |
| Goldman Sachs Group Inc | $198,569 | $198,569 |
| Home Depot Inc. | $183,344 | $183,344 |
| Humana Inc | $202,932 | $202,932 |
| Intel Corp | $192,005 | $192,005 |
| JPMorgan Chase & Co | $205,417 | $205,417 |
| Lowe's Cos Inc | $208,706 | $208,706 |
| Metlife Inc | $179,150 | $179,150 |
| Microsoft Corp | $221,898 | $221,898 |
| Noble Energy Inc | $181,897 | $181,897 |
| Nvidia Corp | $186,740 | $186,740 |
| Oracle Group | $176,703 | $176,703 |
| PNC Financial Services | $184,465 | $184,465 |
| PayPal Holdings | $188,060 | $188,060 |
| Pepsico Inc | $204,298 | $204,298 |
| Prudential Financial Services | $196,990 | $196,990 |
| Starbucks Corporation | $276,819 | $276,819 |
| Target Corp | $184,119 | $184,119 |
| Union Pacific Corp | $186,760 | $186,760 |
| US Bancorp | $148,705 | $148,705 |
| United Technologies Corp | $197,609 | $197,609 |
| UnitedHealth Group Inc | $200,592 | $200,592 |
| Verizon Communications Inc | $198,334 | $198,334 |
| Wellpoint Inc | $275,980 | $275,980 |
| Wells Fargo & Company | $287,493 | $287,493 |
| Williams Companies Inc | $183,266 | $183,266 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ishares Core MSCI EAFE ETF | $7,811,661 | $7,811,661 |
| Vanguard FTSE Emerging Markets ETF | $3,912,088 | $3,912,088 |
| Vanguard Russell 1000 Value ETF | $9,688,046 | $9,688,046 |
| Edgewood Growth Fund | $11,927,536 | $11,927,536 |
| JOHCM International Select Fund | $7,956,116 | $7,956,116 |
| Conestoga SMID Cap Fund | $4,005,502 | $4,005,502 |
| Eaton Vance Atlanta Capital SMID Cap Fund | $7,857,120 | $7,857,120 |
| Fidelity Small Cap Index Premium | $7,809,275 | $7,809,275 |
| Hartford Dividend and Growth Fund | $15,634,050 | $15,634,050 |
| T. Rowe Price Institutional Large-Cap Growth Fund | $17,966,363 | $17,966,363 |
| T. Rowe Price Emerging Markets Stock Fund | $3,899,044 | $3,899,044 |
| T. Rowe Price QM US Small-Cap Growth Equity Fund | $3,910,126 | $3,910,126 |
| Vanguard International Growth Fund | $9,931,557 | $9,931,557 |
| Vanguard Institutional Index Fund | $7,828,207 | $7,828,207 |
| Vanguard Institutional Index Fund | $14,439,337 | $14,439,337 |
| Vanguard Total Bond Market Index Fund | $11,614,091 | $11,614,091 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,056,144 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,056,144 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Harbourvest 2015 Global FD LP PFIC | FMV | $1,325,062 | $1,325,062 |
| Harbourvest 2016 Global FD LP PFIC | FMV | $1,102,288 | $1,102,288 |
| Lighthouse Diversified FD LTD CL G Restricted | FMV | $12,637,826 | $12,637,826 |
| Harbourvest 2018 Global Feeder Fund | FMV | $1,240,099 | $1,240,099 |
| Pointer Offshore LTD CL AR-1 SER 2 | FMV | $5,781,523 | $5,781,523 |
| Truebridge Capital Partners Fund VI Cayman LP | FMV | $97,553 | $97,553 |
| Harbourvest 2020 Global Feeder Fd LTD | FMV | $200,000 | $200,000 |
| Pine Grove Offshore FD LTD Low Volatility FD CL A | FMV | $149,582 | $149,582 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $1,886 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,886 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued interest and dividends | Desc |
| BOY Book Value | $104,513 | BOYBookValueAmt |
| EOY Book Value | $105,442 | EOYBookValueAmt |
| EOYFMV | $105,442 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Computer equipment & maintenance | $2,144 | $0 | $2,144 |
| Office supplies | $18,689 | $0 | $18,689 |
| Insurance | $9,254 | $0 | $9,254 |
| Dues and subscriptions | $3,943 | $0 | $3,943 |
| Professional development | $1,463 | $0 | $1,463 |
| Software | $25,344 | $0 | $25,344 |
| Trustee strategic planning | $5,503 | $0 | $5,503 |
| Organizational memberships | $7,585 | $0 | $7,585 |
| Outreach | $1,344 | $0 | $1,344 |
| Postage | $566 | $0 | $566 |
| Website | $50,456 | $0 | $50,456 |
| Miscellaneous | $2,431 | $0 | $207 |
| IT Support | $19,999 | $0 | $19,999 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains/(losses) on securities | Desc |
| Amt | $9,997,011 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal excise tax payable (receivable) | Desc |
| BOY Book Value | $22,080 | BOYBookValueAmt |
| EOY Book Value | $182,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | CategoryTxt |
| Amt | $59,577 | Amt |
| Net Investment Income | $42,529 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,048 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes | $34,057 | $0 | $34,057 |
| Federal excise tax | $215,500 | $0 | $0 |
| Foreign taxes paid | $38,577 | $38,577 | $0 |