POSNER-WALLACE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- POSNER-WALLACE FOUNDATION (EIN 52-6037555)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202133069349101728
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T16:11:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526037555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Posner-Wallace Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | POSN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | nicholas posner | PersonNm |
| Person Title | cfo | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | nicholas | PersonFirstNm |
| Person Last | posner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,862,871 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $692,141 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $171,196 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$5,100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,917 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $257,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $265,248 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,999 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,999 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,612 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,762 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $850 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,906 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $876 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $39 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $39 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $218 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $218 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,751 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,358 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,375 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,481 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $276,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $276,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $330,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,866 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $252,252 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $182,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $343,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $343,032 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $375,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $419,418 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $375,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $335,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $5,200 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,138,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,910,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,080,463 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $16,672 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,888 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,376 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,800,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,728,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,862,871 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,800,735 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,728,411 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,800,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,728,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,800,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,728,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,800,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,200 | OtherIncreasesAmt |
| Subtotal | $3,728,411 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,728,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $692,141 | $521,023 | $171,118 | $171,118 |
| Passthrough K1 Capital Gain/(Loss) | $78 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $171,196 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,506 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,506 | SubtotalAmt |
| Tax Based On Investment Income | $3,506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,320 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,620 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $114 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $114 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| Diana Erbsen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| James R Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair Emeritus | 2.0 | $3,333 | $0 | $0 |
| Nicholas Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, CFO, Treas | 3.0 | $3,333 | $0 | $0 |
| Jill Prosky | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Andrew C Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Rachel C Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair, Pres, Trustee | 3.0 | $5,000 | $0 | $0 |
| Sarah Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Shelby Lynn Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Robert P Smith II | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Sec | 2.0 | $3,333 | $0 | $0 |
| Robert P Smith III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Stephanie Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | ASSOCIATE TRUSTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,971,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,309 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $383,893 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,534,366 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,534,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,466,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,506 | TotalTaxAmt |
| Distributable Before Adj | $219,812 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,200 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $221,012 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $221,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,866 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $314,866 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $314,866 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $221,012 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $44,104 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,992 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $135,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $145,170 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,271 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $470,481 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $314,866 | QualifyingDistributionsAmt |
| Applied To Current Year | $221,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,854 | RemainingDistriFromCorpusAmt |
| Total Corpus | $564,335 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $44,104 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $520,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,992 | ExcessFromYear4Amt |
| Excess From Year3 | $135,944 | ExcessFromYear3Amt |
| Excess From Year2 | $145,170 | ExcessFromYear2Amt |
| Excess From Year1 | $60,271 | ExcessFromYear1Amt |
| Excess From Current Year | $93,854 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (224 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE INC | ||||||||||||
| 10325 KENSINGTON PKWY UNIT 70 | KENSINGTON | MD | 20895 | N/A | PC | General & Unrestricted | $1,000 | |||||
| ABRAHAM FUND INITIATIVES | ||||||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,000 | |||||
| ACHILLES INTERNATIONAL INC | ||||||||||||
| 42 W 38TH ST STE 400 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $400 | |||||
| ADAS CAFE | ||||||||||||
| 839 NORTHAMPTON DR | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $400 | |||||
| ALLGENERATIONS INC | ||||||||||||
| PO BOX 11113 | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $100 | |||||
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | ||||||||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $400 | |||||
| AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC | ||||||||||||
| 321 N CLARK ST | CHICAGO | IL | 60654 | N/A | SO I | to support the ABA Tax Section's pro bono efforts | $400 | |||||
| AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANI | ||||||||||||
| PO BOX 60173 | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $500 | |||||
| AMERICAN HEART ASSOCIATION INC - GREATER BAY ARE | ||||||||||||
| 426 17TH ST STE 300 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||||||
| 220 E 42ND ST STE 400 | NEW YORK | NY | 10017 | N/A | PC | TAUB CENTER IN JERUSALEM, TO SUPPORT ITS INDEPENDENT, NON-PARTISAN RESEARCH PROJECTS ON A WIDE RANGE OF PUBLIC POLICY ISSUES AS WELL AS ITS ANNUAL REVIEWS OF ISRAELI SOCIAL INDICATORS | $1,000 | |||||
| AMERICAN JEWISH WORLD SERVICE INC | ||||||||||||
| 45 W 36TH ST 11TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 | |||||
| AMERICAN NATIONAL RED CROSS | ||||||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 | |||||
| AMERICARES FOUNDATION INC | ||||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $1,000 | |||||
| AMERICAS SECOND HARVEST OF TAMPA BAY INC | ||||||||||||
| 4702 TRANSPORT DRIVE BLDG 6 | TAMPA | FL | 33605 | N/A | PC | General & Unrestricted | $400 | |||||
| AMNESTY INTERNATIONAL OF THE USA INC | ||||||||||||
| 311 43RD ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $400 | |||||
| ANIMAL HAVEN INC | ||||||||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $400 | |||||
| ANIMAL LEGAL DEFENSE FUND | ||||||||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | N/A | PC | General & Unrestricted | $760 | |||||
| ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY | ||||||||||||
| PO BOX 874611 | TEMPE | AZ | 85287 | N/A | PC | Thunderbird School of Global Management | $500 | |||||
| ARRL FOUNDATION INC | ||||||||||||
| 225 MAIN ST | NEWINGTON | CT | 06111 | N/A | SO I | General & Unrestricted | $400 | |||||
| ASHOKA | ||||||||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | PC | General & Unrestricted | $5,000 | |||||
| ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE | ||||||||||||
| 50 MORNINGSIDE DR APT 23 | NEW YORK | NY | 10025 | N/A | PC | General operating support & subscription to Cross currents | $225 | |||||
| ATLANTA HUMANE SOCIETY & SOCIETY PREVENTION OF CRU | ||||||||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | N/A | PC | General & Unrestricted | $200 | |||||
| ATLANTA WILD ANIMAL RESCUE EFFORT INC | ||||||||||||
| 4158 KLONDIKE RD | LITHONIA | GA | 30038 | N/A | PC | General & Unrestricted | $400 | |||||
| AUTISM SPEAKS INC | ||||||||||||
| 1060 STATE ROAD 2ND FL | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $400 | |||||
| BALLET HISPANICO OF NEW YORK | ||||||||||||
| 167 W 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 | |||||
| BALLET TECH FOUNDATION INC | ||||||||||||
| 890 BROADWAY 8TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 | |||||
| BARD COLLEGE | ||||||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | BARD PRISON INITIATIVE | $1,000 | |||||
| BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION | ||||||||||||
| PO BOX 784 | BROOKFIELD | CT | 06804 | N/A | PC | General & Unrestricted | $5,000 | |||||
| BEEBE MEDICAL CENTER INC | ||||||||||||
| 424 SAVANNAH RD | LEWES | DE | 19958 | N/A | PC | General & Unrestricted | $400 | |||||
| BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE | ||||||||||||
| 330 7TH AVE STE 1902 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $800 | |||||
| BEST FRIENDS ANIMAL SOCIETY | ||||||||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $360 | |||||
| BETA THETA PI FOUNDATION | ||||||||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | N/A | PC | General & Unrestricted | $400 | |||||
| BETHANY BEACH VOLUNTEER FIRE CO INC | ||||||||||||
| PO BOX 950 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $400 | |||||
| BRAIN INJURY ASSOCIATION OF MARYLAND INC | ||||||||||||
| 2200 KERNAN DR RM T810 | BALTIMORE | MD | 21207 | N/A | PC | General & Unrestricted | $1,000 | |||||
| BREAD FOR THE CITY INC | ||||||||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 | |||||
| BROADWAY MALL ASSOCIATION INC | ||||||||||||
| 2095 BROADWAY STE 403 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $300 | |||||
| BUILDING BRIDGES ACROSS THE RIVER | ||||||||||||
| 1901 MS AVE SE STE 101 | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $7,500 | |||||
| CAN MATEO COUNTY FIREFIGHTERS FOUNDATION | ||||||||||||
| 335 CONVENTION WAY UNIT 5 | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 | |||||
| CANDID | ||||||||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $2,000 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $5,000 | |||||
| CAPITAL SISTERS INTERNATIONAL INC | ||||||||||||
| 227 LAMB LN | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $500 | |||||
| CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA | ||||||||||||
| 220 I ST NE STE 285 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $500 | |||||
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | ||||||||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CDF FIREFIGHTERS BENEVOLENT FOUNDATION | ||||||||||||
| 1731 J ST STE 100 | SACRAMENTO | CA | 95811 | N/A | PC | General & Unrestricted | $400 | |||||
| CENTER FOR DISASTER PHILANTHROPY INC | ||||||||||||
| 1 THOMAS CIR NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $400 | |||||
| CENTER FOR TAXPAYER RIGHTS | ||||||||||||
| PO BOX 71278 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $180 | |||||
| CHABAD OF RANCHO MIRAGE-THE TORAH OASIS | ||||||||||||
| 72295 VIA MARTA | RANCHO MIRAGE | CA | 92270 | N/A | PC | General & Unrestricted | $360 | |||||
| CHECKPOINT ONE | ||||||||||||
| PO BOX 280 | DOSWELL | VA | 23047 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CHEETAH CONSERVATION FUND | ||||||||||||
| PO BOX 2496 | ALEXANDRIA | VA | 22301 | N/A | PC | General & Unrestricted | $400 | |||||
| CHESAPEAKE BAY FOUNDATION INC | ||||||||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CHILDRENS HEALTH COUNCIL INC | ||||||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | N/A | PC | General & Unrestricted | $5,000 | |||||
| CHILDRENS HEALTH COUNCIL INC | ||||||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | N/A | PC | Sand Hill School Annual Fund | $500 | |||||
| CHILDRENS HOSPITAL | ||||||||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CHILDRENS THEATRE COMPANY | ||||||||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | TALENT & CAREER PATHWAYS | $5,000 | |||||
| CHILDRENS THEATRE COMPANY | ||||||||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | TALENT & CAREER PATHWAYS | $10,000 | |||||
| CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST | ||||||||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $360 | |||||
| CITIZENS BUDGET COMMISSION INC | ||||||||||||
| 240 W 35TH ST STE 302 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $200 | |||||
| CITY HARVEST INC | ||||||||||||
| 6 EAST 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CLEARWATER MARINE AQUARIUM INC | ||||||||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | N/A | PC | General & Unrestricted | $400 | |||||
| CODE FOR AMERICA LABS INC | ||||||||||||
| 972 MISSION ST FL 5 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $400 | |||||
| COLLEGE OF ST SCHOLASTICA INC | ||||||||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | N/A | PC | HEALTH INFORMATION DATA SCIENCE EXCHANGE PROGRAM WITH HEALTH INFORMATION SYSTEMS PROGRAM IN SOUTH AFRICA | $1,000 | |||||
| COLORADO OUTWARD BOUND SCHOOL - OUTWARD BOUND WILD | ||||||||||||
| 5161 SHERIDAN BLVD | DENVER | CO | 80212 | N/A | PC | General & Unrestricted | $400 | |||||
| COMMITTEE TO PROTECT JOURNALISTS INC | ||||||||||||
| 509 WEST 38TH ST 5TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 | |||||
| COMPASSION AND CHOICES | ||||||||||||
| PO BOX 485 | ETNA | NH | 03750 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CONGREGATION BNAI JESHURUN | ||||||||||||
| 270 WEST 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,800 | |||||
| COURT APPOINTED SPECIAL ADVOCATES INC | ||||||||||||
| 48 WALL ST 11TH FL | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $400 | |||||
| COVENANT HOUSE WASHINGTON DC | ||||||||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $1,000 | |||||
| DC AFFORDABLE LAW FIRM | ||||||||||||
| 1717 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 | |||||
| DC CENTRAL KITCHEN INC | ||||||||||||
| 425 2ND ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $3,500 | |||||
| DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC | ||||||||||||
| 8 COURT ST | MORRISTOWN | NJ | 07960 | N/A | PC | General & Unrestricted | $400 | |||||
| DELIVERING GOOD INC | ||||||||||||
| 266 W 37TH ST 22ND FL | NEW YORK | NY | 10018 | N/A | PC | To Support General Operations | $400 | |||||
| DESIGN TECH HIGH SCHOOL | ||||||||||||
| 275 ORACLE PKWY | REDWOOD CITY | CA | 94065 | N/A | PC | Annual Fund | $500 | |||||
| DICKINSON COLLEGE | ||||||||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | PC | General & Unrestricted | $500 | |||||
| DOE FUND INC | ||||||||||||
| 232 EAST 84TH ST | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $2,000 | |||||
| DOROT INC | ||||||||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | TALENT AND CAREER PATHWAYS (TCP) PROGRAM | $7,000 | |||||
| DOROT INC | ||||||||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $3,000 | |||||
| DRISHA INSTITUTE FOR JEWISH EDUCATION INC | ||||||||||||
| 377 INDEPENDENCE AVE FRONT 1 | BRONX | NY | 10463 | N/A | PC | General & Unrestricted | $300 | |||||
| EAST CAROLINA UNIVERSITY FOUNDATION INC | ||||||||||||
| 2200 S CHARLES BLVD STE 1100 | GREENVILLE | NC | 27858 | N/A | PC | General & Unrestricted | $500 | |||||
| ECHO HILL CAMPERSHIP FUND | ||||||||||||
| PO BOX 5923 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $400 | |||||
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC | ||||||||||||
| 1529 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | Support for summer day camp tuitions for local DC youth | $400 | |||||
| END OF LIFE CHOICES NEW YORK | ||||||||||||
| 244 5TH AVE 2010 | NEW YORK | NY | 10001 | N/A | PC | To Support General Operations | $1,000 | |||||
| EQUAL JUSTICE INITIATIVE | ||||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $360 | |||||
| FAMILY HOUSE INC | ||||||||||||
| 540 MISSION BAY BLVD N | SAN FRANCISCO | CA | 94158 | N/A | PC | General & Unrestricted | $400 | |||||
| FEEDING AMERICA | ||||||||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $400 | |||||
| FINCA INTERNATIONAL INC | ||||||||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $750 | |||||
| FREE THE OPPRESSED | ||||||||||||
| 10 BOULDER CRESCENT ST STE 300A | COLORADO SPGS | CO | 80903 | N/A | PC | General & Unrestricted | $1,000 | |||||
| FRESH AIR FUND | ||||||||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 | |||||
| FRIENDS OF STRAUS PARK INC | ||||||||||||
| PO BOX 2021 | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $180 | |||||
| FRIENDS OF THE SOUTH COASTAL LIBRARY INC | ||||||||||||
| PO BOX 1617 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $400 | |||||
| GIRLS INCORPORATED OF NEW YORK CITY | ||||||||||||
| 120 WALL ST STE 1804 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $1,700 | |||||
| GODS LOVE WE DELIVER INC | ||||||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,500 | |||||
| GRANTMAKERS IN THE ARTS | ||||||||||||
| 522 COURTLANDT AVE | BRONX | NY | 10451 | N/A | PC | To Support General Operations for COF affinity group | $250 | |||||
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS | ||||||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $1,000 | |||||
| GUIDING EYES FOR THE BLIND INC | ||||||||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | PC | General & Unrestricted | $3,000 | |||||
| HADASSAH FOUNDATION INC | ||||||||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $500 | |||||
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC | ||||||||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $500 | |||||
| HARVARD COLLEGE | ||||||||||||
| 124 MOUNT AUBURN ST 4TH FLOOR | CAMBRIDGE | MA | 02138 | N/A | PC | Harvard College Fund and Class of 1965 55th reunion Fund | $1,000 | |||||
| HARVARD UNIVERSITY - RADCLIFFE INSTITUTE FOR ADVAN | ||||||||||||
| 10 GARDEN ST | CAMBRIDGE | MA | 02138 | N/A | PC | general operating support of the Radcliffe Institute to support early & mid-career fellows with credit to the Class of 1965 Harvard College Fund (HCF) | $400 | |||||
| HISP HEALTH INFORMATION SYSTEMS PROGRAM SOUTH AFRI | ||||||||||||
| N/A | PC | General & Unrestricted | $5,000 | 1ST FL PILOT MILL HOUSE THE QUARR | BEREA EAST LONDON | Eastern Cape | SF | 5241 | ||||
| HOLLINS UNIVERSITY CORPORATION | ||||||||||||
| PO BOX 9629 | ROANOKE | VA | 24020 | N/A | PC | General & Unrestricted | $1,000 | |||||
| HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC | ||||||||||||
| PO BOX 862 | OSSINING | NY | 10562 | N/A | PC | to support the Hudson Link program of rehabbing houses for transitional living arrangement for previously incarcerated individuals and related general operating expenses | $1,000 | |||||
| I EARN INC | ||||||||||||
| 475 RIVERSIDE DR 450 | NEW YORK | NY | 10115 | N/A | PC | Talent & Career Pathways (TCP) program | $4,000 | |||||
| I EARN INC | ||||||||||||
| 475 RIVERSIDE DR 450 | NEW YORK | NY | 10115 | N/A | PC | Talent & Career Pathways (TCP) program | $6,000 | |||||
| INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL | ||||||||||||
| 229 WEST 97TH ST SUITE 1B | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $5,000 | |||||
| JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON | ||||||||||||
| 12320 PARKLAWN DR | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $2,500 | |||||
| JEWISH ORTHODOX FEMINIST ALLIANCE INC | ||||||||||||
| PO BOX 300009 | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $500 | |||||
| JEWISH VEG | ||||||||||||
| 9 HAWTHORNE RD | PITTSBURGH | PA | 15221 | N/A | PC | General & Unrestricted | $360 | |||||
| JEWISH WOMEN'S ARCHIVE INC | ||||||||||||
| ONE HARVARD ST | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $500 | |||||
| JOYCE THEATER FOUNDATION INC | ||||||||||||
| 175 8TH AVE | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $300 | |||||
| KENYON COLLEGE | ||||||||||||
| EATON CENTER | GAMBIER | OH | 43022 | N/A | PC | General & Unrestricted | $500 | |||||
| KESHO | ||||||||||||
| 397 PIEDMONT RD | COLUMBUS | OH | 43214 | N/A | PC | Happiness Wambura's Lohada Schools Scholarship Fund | $400 | |||||
| KOGOOD SCHOOL OF BUSINESS ADMINISTRATION | ||||||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $2,000 | |||||
| KQED INC | ||||||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $400 | |||||
| LEADERSHIP MONTGOMERY EDUCATIONAL FOUNDATION INC | ||||||||||||
| 6010 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,000 | |||||
| LOVE TO LANGA | ||||||||||||
| PO BOX 104 | GLADWYNE | PA | 19035 | N/A | PC | General & Unrestricted | $400 | |||||
| LUBUTO LIBRARY PROJECT INC | ||||||||||||
| 5614 CONNECTICUT AVE NW STE 368 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $1,000 | |||||
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | ||||||||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 | |||||
| LUMIND IDSC FOUNDATION | ||||||||||||
| 20 MALL RD STE 200 | BURLINGTON | MA | 01803 | N/A | PC | General & Unrestricted | $400 | |||||
| MANNA INC | ||||||||||||
| 6856 EASTERN AVE NW STE 100 | WASHINGTON | DC | 20012 | N/A | PC | General & Unrestricted | $4,000 | |||||
| MARTHAS TABLE | ||||||||||||
| 2114 14TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $1,000 | |||||
| MAZON INC A JEWISH RESPONSE TO HUNGER | ||||||||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $2,500 | |||||
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | ||||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 | |||||
| METRO CARING | ||||||||||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $1,500 | |||||
| METRO CARING | ||||||||||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | N/A | PC | for the extra need due to Covid-19 | $500 | |||||
| METROPOLITAN MINISTRIES INC | ||||||||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | N/A | PC | 13 for 13 program | $400 | |||||
| MILOS DOG RESCUE OF SOUTH FLORIDA INC | ||||||||||||
| 49 N FEDERAL HWY SUITE 141 | POMPANO BEACH | FL | 33062 | N/A | PC | General & Unrestricted | $400 | |||||
| MIRROR STAGE | ||||||||||||
| 2212 QUEEN ANNE AVE N 294 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $5,000 | |||||
| MOVING TRADITIONS | ||||||||||||
| 8380 OLD YORK RD STE 4300 | ELKINS PARK | PA | 19027 | N/A | PC | General & Unrestricted | $1,000 | |||||
| MY NEW RED SHOES | ||||||||||||
| 330 TWIN DOLPHIN DR STE 135 | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $400 | |||||
| MYOTONIC DYSTROPHY FOUNDATION | ||||||||||||
| 663 13TH ST SUITE 100 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 | |||||
| N STREET VILLAGE INC | ||||||||||||
| 1333 N ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $400 | |||||
| NATIONAL ARBOR DAY FOUNDATION | ||||||||||||
| 211 N 12TH ST STE 501 | LINCOLN | NE | 68508 | N/A | PC | General & Unrestricted | $400 | |||||
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $400 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $200 | |||||
| NATURE CONSERVANCY | ||||||||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $400 | |||||
| NEW ISRAEL FUND | ||||||||||||
| 6 EAST 39TH ST SUITE 301 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 | |||||
| NEW YORK RESTORATION PROJECT | ||||||||||||
| 254 W 31ST ST FL 10T | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 | |||||
| NEW YORK THEOLOGICAL SEMINARY | ||||||||||||
| 475 RIVERSIDE DR STE 500 | NEW YORK | NY | 10115 | N/A | PC | Talent & Career Pathways (TCP) program, to support the Master's in Professional Studies (MPS) program at Sing Sing Prison and related activities at NYTS and MPS alumni | $6,000 | |||||
| NEW YORK THEOLOGICAL SEMINARY | ||||||||||||
| 475 RIVERSIDE DR STE 500 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING SUPPORT FOR MASTERS IN PROFESSIONAL STUDIES (MPS) PROGRAM and related activities AT SING SING PRISON | $4,000 | |||||
| NORTHEASTERN UNIVERSITY SCHOOL OF LAW | ||||||||||||
| 400 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | To aid students working in public interest law Program | $1,500 | |||||
| NORTHERN BEDFORD SCHOOL FOUNDATION INC | ||||||||||||
| 152 NBC DR | LOYSBURG | PA | 16659 | N/A | PC | General & Unrestricted | $1,000 | |||||
| NURU INTERNATIONAL | ||||||||||||
| 5405 ALTON PKWY STE A-474 | IRVINE | CA | 92604 | N/A | PC | General & Unrestricted | $400 | |||||
| OCEANA INC | ||||||||||||
| 1025 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $200 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | TO BENEFIT SHORESH | $500 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | HADASSAH ACADEMIC COLLEGE IN JERUSALEM | $3,000 | |||||
| PACKARD CHILDRENS HEALTH ALLIANCE | ||||||||||||
| 725 WELCH RD MC 5553 | PALO ALTO | CA | 94304 | N/A | PC | Coronavirus related efforts | $400 | |||||
| PARTNERSHIP FOR SHELTER ANIMALS NYC FUND | ||||||||||||
| LINDSAY FREDA 186 RIVERSIDE DR | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $360 | |||||
| PAWS ATLANTA INCORPORATED | ||||||||||||
| 5287 COVINGTON HWY | DECATUR | GA | 30035 | N/A | PC | General & Unrestricted | $200 | |||||
| PENINSULA HUMANE SOCIETY & SPCA | ||||||||||||
| 1450 ROLLINS RD | BURLINGAME | CA | 94010 | N/A | PC | General & Unrestricted | $400 | |||||
| PENINSULA OPEN SPACE TRUST | ||||||||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 | |||||
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC | ||||||||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | N/A | PC | General & Unrestricted | $400 | |||||
| PHILANTHROPY NEW YORK - NEW YORK REGIONAL ASSOCIAT | ||||||||||||
| 320 EAST 43RD ST | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 | |||||
| PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED | ||||||||||||
| ONE N HARVARD YARD | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $200 | |||||
| PIKE PLACE MARKET FOUNDATION | ||||||||||||
| 93 PIKE ST STE 310 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $3,000 | |||||
| PLANNED PARENTHOOD ASSOCIATION OF METROPOLITAN WAS | ||||||||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $400 | |||||
| PLANNED PARENTHOOD MAR MONTE INC | ||||||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $400 | |||||
| PLUMMER YOUTH PROMISE INC | ||||||||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $500 | |||||
| POTOMAC COMMUNITY VILLAGE INC | ||||||||||||
| PO BOX 59424 | POTOMAC | MD | 20854 | N/A | PC | General & Unrestricted | $1,000 | |||||
| R & M ROCKIN RESCUES INC | ||||||||||||
| PO BOX 408 | BELLEVILLE | NJ | 07109 | N/A | PC | General & Unrestricted | $400 | |||||
| RADIO BILINGUE INC | ||||||||||||
| 5005 E BELMONT AVE | FRESNO | CA | 93727 | N/A | PC | General & Unrestricted | $2,000 | |||||
| RECONSTRUCTIONIST RABBINICAL COLLEGE | ||||||||||||
| 1299 CHURCH RD | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $900 | |||||
| REDWOOD CITY LIBRARY FOUNDATION | ||||||||||||
| 1044 MIDDLEFIELD RD | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 | |||||
| REDWOOD CITY POLICE ACTIVITIES LEAGUE INC | ||||||||||||
| 3399 BAY RD | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 | |||||
| REMERGE INC | ||||||||||||
| PO BOX 54717 | ATLANTA | GA | 30308 | N/A | PC | Giving Grace program | $500 | |||||
| REMERGE INC | ||||||||||||
| PO BOX 54717 | ATLANTA | GA | 30308 | N/A | PC | Giving Grace program | $500 | |||||
| RESOURCE AREA FOR TEACHING | ||||||||||||
| 1355 RIDDER PARK DR | SAN JOSE | CA | 95131 | N/A | PC | General & Unrestricted | $1,500 | |||||
| RETHINK THE CONVERSATION LTD | ||||||||||||
| 45 W 54TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $360 | |||||
| RIVERSIDE PARK CONSERVANCY INC | ||||||||||||
| 475 RIVERSIDE DR STE 455 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $500 | |||||
| RUBIN MUSEUM OF ART | ||||||||||||
| 150 WEST 17TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $400 | |||||
| RURAL DEVELOPEMENT INSTITUTE | ||||||||||||
| 1424 4TH AVE STE 300 | SEATTLE | WA | 98101 | N/A | PC | Toward enhancing economic and social impact for women in agriculture through cultural, legal and social changes | $2,000 | |||||
| SAFESPACE CENTER INC | ||||||||||||
| 1155 SAXON WAY | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $400 | |||||
| SAINT FLORIAN PIPERS SOCIETY | ||||||||||||
| PO BOX 1881 | WEAVERVILLE | CA | 96093 | N/A | PC | General & Unrestricted | $400 | |||||
| SALMAGUNDI CLUB | ||||||||||||
| 47 5TH AVE | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $100 | |||||
| SAMARITANS PURSE | ||||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $400 | |||||
| SAN MATEO COUNTY HISTORICAL ASSOCIATION | ||||||||||||
| 2200 BROADWAY ST | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 | |||||
| SARAH LAWRENCE COLLEGE | ||||||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | PC | 2020 Alumnae Campaign and the Health Advocacy Graduate Program | $500 | |||||
| SAVE THE BAY | ||||||||||||
| 300 FRANK H OGAWA PLAZA STE 280 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 | |||||
| SCOTLAND AFRICAN METHODIST EPISCOPAL ZION CHURCH | ||||||||||||
| 3921 23RD PL | TEMPLE HILLS | MD | 20748 | N/A | PC | to support Rebuilding from flood damage | $400 | |||||
| SECOND HARVEST OF SILICON VALLEY | ||||||||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $2,500 | |||||
| SEED SAVERS EXCHANGE INC | ||||||||||||
| 3094 N WINN RD | DECORAH | IA | 52101 | N/A | PC | General & Unrestricted | $400 | |||||
| SHERIDAN SCHOOL INC | ||||||||||||
| 4400 36TH NW ST | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $500 | |||||
| SIDWELL FRIENDS SCHOOL | ||||||||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | Supervia Endowed Chair | $5,000 | |||||
| SIDWELL FRIENDS SCHOOL | ||||||||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,000 | |||||
| SOCIAL & ECONOMIC ACTION FOR LEBANON INC | ||||||||||||
| 525 PARK AVE STE 5N | NEW YORK | NY | 10065 | N/A | PC | BEIRUT EMERGENCY FUND 2020 | $400 | |||||
| SOCIETY FOR THE ADVANCEMENT OF JUDAISM | ||||||||||||
| 15 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $500 | |||||
| SOME INC | ||||||||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 | |||||
| SOUTHERN POVERTY LAW CENTER INC | ||||||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,000 | |||||
| ST BALDRICKS FOUNDATION INC | ||||||||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | General & Unrestricted | $400 | |||||
| ST MARKS CHURCH IN THE BOWERY | ||||||||||||
| 131 E 10TH ST | NEW YORK | NY | 10003 | N/A | PC | to support St. Mark's & The Redemption Center collaboration for re-entry services for formerly incarcerated individuals | $1,000 | |||||
| STORAHTELLING LAB SHUL INC | ||||||||||||
| 131 VARICK ST STE 921 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 | |||||
| SUNFLOWER BAKERY INC | ||||||||||||
| 5951 HALPINE RD | ROCKVILLE | MD | 20851 | N/A | PC | General & Unrestricted | $2,000 | |||||
| TECH IMPACT | ||||||||||||
| 417 N 8TH ST STE 203 | PHILADELPHIA | PA | 19123 | N/A | PC | General & Unrestricted | $700 | |||||
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | ||||||||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | N/A | PC | General & Unrestricted | $500 | |||||
| THE ASPEN INSTITUTE INC | ||||||||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 | |||||
| THE GIVING KITCHEN INITIATIVE INC | ||||||||||||
| 513 EDGEWOOD AVE SE STE 100 | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $400 | |||||
| THE PETEY GREENE PROGRAM INC | ||||||||||||
| 22 STOCKTON ST | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $360 | |||||
| THE ROBERT GIARD FOUNDATION | ||||||||||||
| OLD CHELSEA STA PO BOX 25 | NEW YORK | NY | 10113 | N/A | PC | General & Unrestricted | $2,000 | |||||
| THE SCHECHTER INSTITUTES INC | ||||||||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | General & Unrestricted | $1,000 | |||||
| THE SHEPHERDS TABLE INC | ||||||||||||
| 8106 GEORGIA AVE | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $500 | |||||
| THE TOMORROW FUND | ||||||||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | N/A | PC | General & Unrestricted | $400 | |||||
| THE WRITING REVOLUTION INC | ||||||||||||
| 90 BROAD ST FL 3 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 | |||||
| TRANSLATORS WITHOUT BORDERS-US INC | ||||||||||||
| 30 MAIN ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $5,000 | |||||
| TREEPEOPLE INC | ||||||||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $400 | |||||
| TRUSTEES OF AMHERST COLLEGE | ||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | N/A | PC | General & Unrestricted | $800 | |||||
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | graduate Alumni annual giving fund | $1,000 | |||||
| TRUSTEES OF THE SMITH COLLEGE | ||||||||||||
| 23 ELM ST | NORTHAMPTON | MA | 01063 | N/A | PC | General & Unrestricted | $500 | |||||
| U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC | ||||||||||||
| 2231 CRYSTAL DR STE 350 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $500 | |||||
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | ||||||||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | General & Unrestricted | $1,000 | |||||
| UNITED POULTRY CONCERNS INC | ||||||||||||
| PO BOX 150 | MACHIPONGO | VA | 23405 | N/A | PC | General & Unrestricted | $400 | |||||
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | Honors Program Fund | $500 | |||||
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | N/A | PC | General & Unrestricted | $1,000 | |||||
| URBAN INSTITUTE | ||||||||||||
| 500 LENFANT PLZ SW 2ND FLOOR | WASHINGTON | DC | 20024 | N/A | PC | Emerging Researchers Fund | $3,000 | |||||
| VILLAGE HARVEST CORPORATION | ||||||||||||
| PO BOX 9231 | SAN JOSE | CA | 95157 | N/A | PC | General & Unrestricted | $400 | |||||
| WASHINGTON HEBREW CONGREGATION | ||||||||||||
| 3935 MACOMB ST NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $360 | |||||
| WASHINGTON JESUIT ACADEMY | ||||||||||||
| 900 VARNUM ST NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $3,600 | |||||
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | ||||||||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,500 | |||||
| WEST SIDE HATZOLOH | ||||||||||||
| C/O THE JEWISH CENTER131 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $5,000 | |||||
| WHIS-PURR RESCUE | ||||||||||||
| 346 EL CAMINO REAL | REDWOOD CITY | CA | 94062 | N/A | PC | General & Unrestricted | $400 | |||||
| WIKIMEDIA FOUNDATION INC | ||||||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $400 | |||||
| WORLD WILDLIFE FUND INC | ||||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $400 | |||||
| WORLD WILDLIFE FUND INC | ||||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | Australia animal fund | $400 | |||||
| YOSEMITE FOUNDATION | ||||||||||||
| 101 MONTGOMERY ST STE 1700 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $400 | |||||
| YOUNG JUDAEA GLOBAL INC | ||||||||||||
| 575 8TH AVENUE 11TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $276,385 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $158,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$228 | 14 | $193 |
| Federal Tax Refund | 01 | $45 | ||
| FOREIGN CURRENCY LOSS | 01 | -$13,173 | ||
| INTEREST INCOME FROM NOTES | 14 | $8,039 | ||
| CREDIT CARD POINTS INCOME | 01 | $24 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$228 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $257,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $257,386 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB INTL STRATEGIC EQUITIES POR | $161,760 | $214,592 |
| AB SELECT US EQUITY PORTFOLIO | $104,268 | $129,579 |
| ABBOTT LABS | $24,892 | $109,490 |
| ABBVIE INC | $16,681 | $21,430 |
| ALLIANCE BERNSTEIN VALUE FUND | $92,111 | $109,322 |
| ALLIANCEBERN DISCOVERY GROWTH | $36,895 | $54,067 |
| ALLIANCEBERN DISCOVERY VALUE F | $55,052 | $58,414 |
| ALLIANCEBERN GLOBAL BOND ADV | $116,701 | $120,901 |
| ALLIANCEBERN HIGH INCOME ADVIS | $137,498 | $126,987 |
| ALLIANCEBERNSTEIN CONCENTRATED | $65,168 | $105,506 |
| ALLIANCEBERNSTEIN REAL RETURN | $82,235 | $66,211 |
| ALLY FINANCIAL INC | $16,549 | $21,396 |
| AMAZON COM | $12,320 | $13,028 |
| AMERICAN FUNDS BOND FD OF AMER | $60,529 | $64,915 |
| AMERICAN INVESTMENT CO OF AMER | $90,705 | $211,888 |
| AMGEN INC | $8,983 | $9,197 |
| AT&T, INC | $13,511 | $14,380 |
| BANK OF NOVA SCOTIA | $53,254 | $54,040 |
| BERNSTEIN EMERGING MARKETS | $43,005 | $52,117 |
| BERNSTEIN INTERMEDIATE DURATIO | $239,342 | $240,900 |
| BLACKROCK GNMA PORTFOLIO INSTI | $37,614 | $35,187 |
| BRISTOL-MYERS SQUIBB CO | $12,041 | $12,406 |
| COMCAST CORP | $21,512 | $26,200 |
| CVS CAREMARK CORP | $17,544 | $20,490 |
| DOMINION ENERGY INC | $59,684 | $75,200 |
| DOUBLELINE YIELD OPPORTUNITIES | $17,154 | $18,510 |
| DOW INC | $19,679 | $27,750 |
| EXXON MOBIL CORP | $1,305 | $41,220 |
| GABELLI DIVIDEND & INCOME TRUS | $24,129 | $27,898 |
| GAMING AND LEISURE PROPERTIES, | $8,579 | $8,480 |
| GENERAL MOTORS CORP SR NTS - 7 | $1,374 | |
| GENERAL MOTORS CORP SR NTS | $1,832 | |
| GLAXOSMITHKLINE PLC | $43,789 | $36,800 |
| INTEL CORP | $37,624 | $99,640 |
| INTERNATIONAL BUSINESS MACHINE | $7,586 | $62,940 |
| ISHARES IBOXX $ INVESTMENT GRA | $6,895 | $7,873 |
| ISHARES JP MORGAN USD EM MKTS | $8,820 | $8,925 |
| IVY SCIENCE AND TECHNOLOGY | $59,984 | $195,206 |
| JOHNSON & JOHNSON | $18,625 | $157,380 |
| KIMBERLY CLARK CORP | $75,543 | $87,640 |
| MFS MUNICIPAL HIGH INCOME CL A | $62,982 | $66,178 |
| NATIONAL RETAIL PROPERTIES INC | $34,159 | $40,920 |
| NORTHROP GRUMMAN CORP | $15,504 | $15,236 |
| NOVARTIS AG ADR | $29,325 | $56,658 |
| PEPSICO INC | $51,397 | $81,565 |
| PROCTER GAMBLE CO | $61,584 | $104,355 |
| RAYTHEON TECHNOLOGIES CORP | $11,473 | $14,302 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $64,461 | $33,610 |
| SALESFORCE.COM | $10,064 | $10,014 |
| SANFORD C BERNSTEIN FD, INC OV | $233,237 | $261,479 |
| SANFORD C. BERNSTEIN FD, INC. | $58,085 | $62,775 |
| SCHNEIDER NATIONAL INC | $10,893 | $10,350 |
| UNILEVER PLC AMER | $73,562 | $105,630 |
| UNION PACIFIC | $1,449 | $83,288 |
| VANGUARD CHARLOTTE INTL BD IDX | $7,214 | $7,729 |
| VANGUARD DIVIDEND APPRECIATION | $24,030 | $34,587 |
| VANGUARD FTSE DEVELOPED MARKET | $22,094 | $25,541 |
| VANGUARD FTSE EMERGING MARKETS | $34,544 | $42,293 |
| VANGUARD HIGH DIV YIELD | $8,918 | $9,334 |
| VANGUARD INTERMEDIATE-TERM COR | $7,062 | $7,775 |
| VANGUARD INTERNATIONAL GROWTH | $21,941 | $35,589 |
| VANGUARD S&P 500 ETF | $26,369 | $34,025 |
| VANGUARD SF REIT ETF | $35,696 | $36,265 |
| VANGUARD TOTAL STOCK MARKET ET | $21,974 | $34,257 |
| VERIZON COMMUNICATIONS | $58,088 | $106,573 |
| WILLIAMS COS | $11,614 | $12,030 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN ADV INV 2020 - SLP VI (T | $5,723 | $6,224 |
| BROWN ADV PRIVATE EQ PTNS VII | $17,114 | $19,088 |
| BROWN ADV PRIVATE INC PTNS I T | $25,215 | $26,011 |
| BROWN ADV PRVT EQ PTNS VIII QP | $4,007 | $5,258 |
| BROWN ADVISORY INVESTORS 2020- | ||
| ENTERPRISE PRODUCTS PARTNERS L | $9,829 | $9,795 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI - CHILDRENS THEATRE LOAN | Desc |
| EOY Book Value | $38,000 | EOYBookValueAmt |
| EOYFMV | $38,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $21,268 | $21,268 | |
| Bank Charges | $593 | $593 | |
| Foundation Dues & Memberships | $165 | $165 | |
| Indemnification Insurance | $567 | $567 | |
| K-1 Exp BROWN ADV INV 2020 - S | $501 | $501 | |
| K-1 Exp BROWN ADV PRIVATE EQ P | $1,195 | $1,188 | |
| K-1 Exp BROWN ADV PRIVATE INC | $93 | $93 | |
| K-1 Exp BROWN ADV PRVT EQ PTNS | $994 | $983 | |
| Postage/Delivery Service | $375 | $375 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLLP | -$209 | $20 |
| K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP | $173 | $173 |
| K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP | $1 | |
| Federal Tax Refund | $45 | |
| FOREIGN CURRENCY LOSS | -$13,173 | -$13,173 |
| Interest Income from Notes | $8,039 | $8,039 |
| CREDIT CARD POINTS INCOME | $24 | $24 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $1,200 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (6 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|
| HEALTH INFORMATION SYSTEM PROGRAMS SA | |||||||||
| $100,000 | $25,000 | 2012-12 | 2020-12 | INTEREST QUARTERLY; PRINCIPAL UPON MATURITY | 7.5 | NONE | INVESTMENT | CASH CASH CASH CASH CASH CASH | $50,000 |
| IMPACT ASSETS (BETHESDA MARYLAND) | |||||||||
| $50,000 | $50,000 | 2016-12 | INTEREST RATE COMPUTED ANNUALLY | 4. | NONE | INVESTMENT | CASH CASH CASH CASH CASH CASH | $50,000 | |
| ROOT CAPITAL INC | |||||||||
| $125,000 | 2013-12 | 2023-12 | INTEREST SEMI-ANNUALLY, PRINCIPAL UPON MATURITY | 2.75 | NONE | INVESTMENT | CASH CASH CASH CASH CASH CASH | $125,000 | |
| THE CONTACT FUND LLC | |||||||||
| $75,000 | $75,000 | 2018-10 | 2021-09 | INTEREST ANNUALLY; PRINCIPAL UPON MATURITY | 2. | NONE | INVESTMENT | CASH CASH CASH CASH CASH CASH | $75,000 |
| GLOBAL SUN PARTNERS | |||||||||
| $100,000 | $100,000 | 2010-11 | 2018-12 | INTEREST QUARTERLY; PRINCIPAL UPON MATURITY | 8. | NONE | SOLAR ENERGY PROJECT | CASH CASH CASH CASH CASH CASH | $60,000 |
| ESSENTIAL CAPITAL CONSORTIUM BV | |||||||||
| $0 | 2014-12 | 2020-01 | INTEREST SEMI-ANNUALLY; PRINCIPAL UPON MATURITY | 4. | NONE | INVESTMENT | CASH CASH CASH CASH CASH CASH | $19,418 | |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $8,762 | $8,762 | |
| EQUIVALENCY DETERMINATION SVCS | $850 | $850 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $1,300 | |
| 990-PF Extension for 2019 | $1,730 | |
| Foreign Tax Paid | $876 | $876 |