PETER AND CARMEN LUCIA BUCK FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PETER AND CARMEN LUCIA BUCK FOUNDATION INC (EIN 06-1547852)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-08
- IRS object ID
- 202133129349100843
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T10:54:41-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061547852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETER AND CARMEN LUCIA BUCK | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 2123606173 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 633 THIRD AVENUE 16TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | D BEN BENOIT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2123606173 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | D | PersonFirstNm |
| Person Last | BEN BENOIT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $685,898,037 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $17,479,469 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,602 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,602 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,274,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,274,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,959,749 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,770,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,287,408 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $110,038 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $110,038 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $60,829,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,678,016 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $365,009 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $88,253 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $276,756 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $849,705 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,089 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $846,616 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $368,524 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,020 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $346,504 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $95,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $95,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $80,145 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $713,370 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $698,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $485,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $159,154 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $159,154 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,987 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,987 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $152,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $152,277 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,273,171 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $811,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,976,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,432,082 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,432,082 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,705,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $811,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,408,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,124,573 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,866,284 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,990,637 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,213,241 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,213,241 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $107,690,912 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $133,670,296 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $133,670,296 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $182,210,327 | CorporateStockBOYAmt |
| Corporate Stock EOY | $224,606,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $224,606,479 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $85,456,521 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $74,971,729 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $74,971,729 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $148,017,689 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,026,320 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,026,320 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,763,219 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $15,763,219 | LandBOYAmt |
| Land EOY | $15,763,219 | LandEOYAmt |
| Land EOYFMV | $15,763,219 | LandEOYFMVAmt |
| Other Assets BOY | $11,746,253 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,646,253 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,646,253 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $576,876,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $685,898,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $685,898,037 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $576,876,058 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $685,898,037 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $576,876,058 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $685,898,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $576,876,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $685,898,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $576,876,058 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,124,573 | ExcessRevenueOverExpensesAmt |
| Other Increases | $78,897,406 | OtherIncreasesAmt |
| Subtotal | $685,898,037 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $685,898,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $125,232,690 | $96,572,172 | $28,660,518 | $28,660,518 |
| SALE OF DONATED SECURITIES | D | $5,701,587 | $1,911,153 | $3,790,434 | $3,790,434 |
| CAPITAL GAINS DIVIDENDS | P | $836,456 | $836,456 | $836,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,287,408 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $595,841 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $595,841 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $595,841 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $556,983 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $556,983 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $38,858 | 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 | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PCLBFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | D BEN BENOIT | IndividualWithBooksNm |
| Phone | 8605721242 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 MASONS ISLAND ROAD SUITE 1 | AddressLine1Txt |
| City | MYSTIC | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER BUCK | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | PRESIDENT/DIRECTOR | 20.00 | $25,000 | $26,391 | $0 |
| WILLIAM BUCK | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | TREASURER/DIRECTOR | 20.00 | $25,000 | $26,391 | $0 |
| MICHAEL BUCK | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | SECRETARY/DIRECTOR | 20.00 | $25,000 | $275 | $0 |
| VERA LOURENCO | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | DIRECTOR | 20.00 | $25,000 | $20,745 | $0 |
| D BEN BENOIT | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | EXECUTIVE DIRECTOR | 30.00 | $240,009 | $9,959 | $0 |
| SAMUEL BUCK | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | DIRECTOR | 20.00 | $25,000 | $8,449 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CARRIE SCHINDELE | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | EVP - PROGRAMS & ADM | 40.00 | $192,241 | $24,006 | $0 |
| DANIEL WEISS | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | PROGRAM DIRECTOR | 40.00 | $105,806 | $29,327 | $0 |
| REBECCA GREENBERG ELLIS | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | PROGRAM OFFICER | 40.00 | $100,739 | $32,352 | $0 |
| JULIE WONG | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | GRANTS & ADMINISTRAT | 40.00 | $96,205 | $13,032 | $0 |
| LILLIAN LIANG | ||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | PROGRAM OFFICER | 40.00 | $87,465 | $18,508 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | |||||
| ONE INTERNATIONAL PLACE SUITE 1600 | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT | $364,712 |
| BANK OF AMERICA PRIVATE BANK | |||||
| 185 ASYLUM STREET | HARTFORD | CT | 06103 | INVESTMENT MANAGEMENT | $274,143 |
| MICHAEL NEUFELD AND ASSOCIATES | |||||
| PO BOX 72 | MILFORD | CT | 06460 | LEGAL | $95,000 |
| MORGAN STANLEY | |||||
| 545 LONG WHARF DR 7TH FLOOR | NEW HAVEN | CT | 06511 | INVESTMENT MANAGEMENT | $59,515 |
| PKF O'CONNOR DAVIES LLP | |||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | ACCOUTING & AUDIT SERVICES | $50,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN ACCORDANCE WITH THE PROGRAMS AND POLICIES OF THE FOUNDATION TO SUPPORT LAND CONSERVATION, DURING THE FISCAL YEAR ENDED JUNE 30, 2021, $550,000 WAS LOANED TO DUTCHESS LAND CONSERVANCY, INC. FOR THE PURPOSE OF ACQUIRING A CONSERVATION EASEMENT ON APPROXIMATELY 153.53 ACRES OF PROPERTY LOCATED IN THE TOWN OF PINE PLAINS, COUNTY OF DUTCHESS, STATE OF NEW YORK. THE NOTE HAS AN INTEREST RATE OF 0% PER ANNUM. THE TERM OF THE LOAN IS FIVE YEARS OR UPON THE SALE OR DISPOSAL OF ALL OR ANY PORTION OF THE PROPERTY. AS OF JUNE 30, 2021, THE OUTSTANDING BALANCE ON THE LOAN IS $550,000. | Description1Txt |
| Expenses1 | $550,000 | Expenses1Amt |
| Total | $550,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $592,320,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,109,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $614,430,074 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $614,430,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,216,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $605,213,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,260,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,260,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $595,841 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $595,841 | TotalTaxAmt |
| Distributable Before Adj | $29,664,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,650,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,314,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,314,840 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,408,521 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $550,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,958,521 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,958,521 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,314,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,525,890 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $8,830,926 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,098,643 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,455,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,958,521 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,958,521 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,356,319 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,356,319 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,099,140 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,169,571 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,929,569 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,830,926 | ExcessFromYear2Amt |
| Excess From Year1 | $2,098,643 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 50CAN | |||||||||||||
| 1625 K STREET NW STE 400 | WASHINGTON | DC | 20006 | N/A | PC | LEAD (LATINOS FOR EDUCATIONAL ADVOCACY AND DIVERSITY) | $680,000 | ||||||
| 50CAN | |||||||||||||
| 20 CHURCH STREET MEZZANINE | HARTFORD | CT | 06103 | N/A | PC | GENERAL OPERATING SUPPORT FOR LOCAL CHAPTER - CONNCAN | $200,000 | ||||||
| ACHIEVEMENT FIRST | |||||||||||||
| 370 JAMES STREET SUITE 404 | NEW HAVEN | CT | 065133091 | N/A | PC | GENERAL OPERATING SUPPORT | $4,500,000 | ||||||
| ADU PRINCESS | |||||||||||||
| 1155 PENNSYLVANIA AVENUE APT 8E | BROOKLYN | NY | 11239 | NONE | I | C1 2020-21 SCHOLARSHIP | $934 | ||||||
| AGRICULTURAL STEWARDSHIP ASSOCIATION | |||||||||||||
| 2531 STATE ROUTE 40 | GREENWICH | NY | 128342301 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF CONNECTICUT | |||||||||||||
| 765 ASYLUM AVENUE FL 1 | HARTFORD | CT | 061052822 | N/A | PC | ACLU-CONNECTICUT ACTIVITIES | $30,000 | ||||||
| AMIZADE | |||||||||||||
| 305 34TH STREET | PITTSBURGH | PA | 152011311 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| ANDERSON MELITA | |||||||||||||
| STILLMAN 415 BOX A85 COLGATE | HAMILTON | NY | 13346 | NONE | I | C1 2020-21 SCHOLARSHIP | $1,855 | UNIVERSITY 13 OAK DRIVE | |||||
| ART SCIENCE RESEARCH LABORATORY | |||||||||||||
| 62 GREENE STREET 3RD FLOOR | NEW YORK | NY | 100124346 | N/A | POF | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ASPETUCK LAND TRUST | |||||||||||||
| PO BOX 444 | WESTPORT | CT | 068810444 | N/A | PC | BELT: ASPETUCK AND MONROE LAND TRUSTS MERGER | $25,000 | ||||||
| ASSOCIACAO BENEFICENTE DE RECUPERACAO DA ALEGRIA E SAUDE | |||||||||||||
| N/A | NC | GENERAL OPERATING SUPPORT | $84,412 | AVENIDA GETULIO VARGAS 149 CENTRO | MANTENA | MINAS GERAIS | BR | 35290-000 | |||||
| AVALONIA LAND CONSERVANCY | |||||||||||||
| PO BOX 49 | OLD MYSTIC | CT | 063720049 | N/A | PC | BELT: MERGER BETWEEN AVALONIA LAND CONSERVANCY AND EAST LYME LAND TRUST | $50,000 | ||||||
| BINGHAMTON UNIVERSITY ITF LEE GEORG | |||||||||||||
| 4400 VESTAL PARKWAY EAST | BINGHAMTON | NY | 13902 | NONE | I | C1 2020-21 SCHOLARSHIP | $24,043 | ||||||
| BOOKER T WASHINGTON ACADEMY | |||||||||||||
| 804 STATE STREET | NEW HAVEN | CT | 065113418 | N/A | PC | GENERAL OPERATING SUPPORT | $650,000 | ||||||
| BOULDER COMMUNITY BROADCAST ASSOCIATION | |||||||||||||
| 4700 WALNUT ST | BOULDER | CO | 803012538 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| BOULDER PRIDE (DBA OUT BOULDER COUNTY) | |||||||||||||
| 1443 SPRUCE ST | BOULDER | CO | 80302 | N/A | PC | OUT YOUTH PROGRAMMING | $10,000 | ||||||
| BOY SCOUTS OF AMERICA - CONNECTICUT RIVERS COUNCIL | |||||||||||||
| 60 DARLIN ST | EAST HARTFORD | CT | 061083201 | N/A | PC | CAMPERSHIPS AND FACILITY ENHANCEMENTS | $50,000 | ||||||
| BOY SCOUTS OF AMERICA - GREATER NEW YORK COUNCILS | |||||||||||||
| 475 RIVERSIDE DRIVE SUITE 600 | NEW YORK | NY | 10115 | N/A | PC | CAMPERSHIPS AND OUTDOOR AND LEADERSHIP PROGRAMS | $100,000 | ||||||
| BRASS CITY CHARTER SCHOOL | |||||||||||||
| 289 WILLOW STREET | WATERBURY | CT | 067101811 | N/A | PC | GENERAL OPERATING SUPPORT | $550,000 | ||||||
| CAPITAL PREPARATORY SCHOOLS | |||||||||||||
| 777 MAIN ST | BRIDGEPORT | CT | 066044979 | N/A | PC | GENERAL OPERATING SUPPORT | $1,550,000 | ||||||
| CAPITOL REGION EDUCATION COUNCIL FOUNDATION | |||||||||||||
| 111 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | N/A | PC | CT TEACHER RESIDENCY PROGRAM | $150,000 | ||||||
| CHALKBEAT | |||||||||||||
| 1288 CONEY ISLAND AVENUE 300434 | BROOKLYN | NY | 11230 | N/A | PC | CHALKBEAT NEW YORK | $50,000 | ||||||
| CHANGE SUMMER | |||||||||||||
| 119 WEST 72ND ST SUITE 187 | NEW YORK | NY | 100233201 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| CITY CENTER DANBURY EVENTS | |||||||||||||
| 268 MAIN STREET | DANBURY | CT | 068106652 | N/A | PC | SENIOR FOOD SECURITY: FARMERS MARKET & SENIOR DINERS CLUB | $30,000 | ||||||
| CITY OF DANBURY | |||||||||||||
| 10 ELMWOOD PLACE | DANBURY | CT | 06810 | N/A | GOV | DEPARTMENT OF ELDERLY SERVICES - ELMWOOD HALL SENIOR CENTER | $75,000 | ||||||
| COLGATE UNIVERSITY ITF ANDERSON MEL | |||||||||||||
| 13 OAK DRIVE | HAMILTON | NY | 133461338 | NONE | I | C1 2020-21 SCHOLARSHIP | $2,764 | ||||||
| COLUMBIA LAND CONSERVANCY | |||||||||||||
| 49 MAIN ST | CHATHAM | NY | 120371225 | N/A | PC | GENERAL OPERATING SUPPORT | $85,000 | ||||||
| COLUMBIA UNIVERSITY | |||||||||||||
| 615 WEST 131ST STREET 6TH FLOOR | NEW YORK | NY | 100277922 | N/A | PC | BUILDING STUDENT-ORIENTED EDUCATION SYSTEMS FROM THE FAMILY OUT: GUIDES AND TOOLS FOR FAMILIES AND FOR A REORIENTED EDUCATION ECOSYSTEM | $247,500 | ||||||
| COLUMBIA UNIVERSITY | |||||||||||||
| 615 WEST 131ST STREET 6TH FLOOR | NEW YORK | NY | 100277922 | N/A | PC | SUPPORTING AND SPREADING EDUCATION SYSTEM TRANSFORMATION | $50,500 | ||||||
| COLUMBUS AYANNA | |||||||||||||
| 2158 PARESKY | WILLIAMSTOWN | MA | 01267 | NONE | I | C1 2020-21 SCHOLARSHIP | $800 | ||||||
| COMMUNITY ACTION AGENCY OF WESTERN CONNECTICUT THE | |||||||||||||
| 66 NORTH ST | DANBURY | CT | 068105620 | N/A | PC | COMMUNITY FOOD RESCUE | $50,000 | ||||||
| COMMUNITY HEALTH PROJECT | |||||||||||||
| 356 WEST 18TH STREET | NEW YORK | NY | 10011 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 | ||||||
| COMMUNITY INITIATIVES | |||||||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 946074044 | N/A | PC | MEDIA-DATA RESEARCH CONSORTIUM | $10,000 | ||||||
| CONNECTICUT COMMUNITY CARE | |||||||||||||
| 43 ENTERPRISE DRIVE | BRISTOL | CT | 060107457 | N/A | PC | ENHANCED HOUSING AND CARE MANAGEMENT PROGRAMS | $120,000 | ||||||
| CONNECTICUT LAND CONSERVATION COUNCIL | |||||||||||||
| 27 WASHINGTON STREET | MIDDLETOWN | CT | 064572872 | N/A | PC | GENERAL OPERATING SUPPORT | $185,000 | ||||||
| CONNECTICUT NEWS PROJECT | |||||||||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 061052432 | N/A | PC | CT MIRROR | $75,000 | ||||||
| DAILY BREAD - AN ECUMENICAL FOOD PANTRY | |||||||||||||
| 25 WEST ST | DANBURY | CT | 068100000 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | ||||||
| DANBURY & NEW MILFORD HOSPITAL FOUNDATION | |||||||||||||
| 24 HOSPITAL AVE | DANBURY | CT | 068106099 | N/A | PC | FAITH COMMUNITY NURSE PROGRAM/GOLDSTONE CAREGIVER COORDINATOR | $30,000 | ||||||
| DANBURY GRASSROOTS TENNIS | |||||||||||||
| PO BOX 2912 | DANBURY | CT | 068041430 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | ||||||
| DEPAUW UNIVERSITY ITF HALL ASHLEY | |||||||||||||
| 204 E SEMINARY | GREENCASTLE | IN | 461350037 | NONE | I | C1 2020-21 SCHOLARSHIP | $34,238 | ||||||
| DUTCHESS LAND CONSERVANCY | |||||||||||||
| PO BOX 138 | MILLBROOK | NY | 125450138 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | ||||||
| EDUCATION REFORM NOW | |||||||||||||
| 276 5TH AVENUE SUITE 704 915 | NEW YORK | NY | 100014527 | N/A | PC | ERN-CONNECTICUT | $275,000 | ||||||
| EDUCATORS FOR EXCELLENCE | |||||||||||||
| 80 PINE ST 28TH FLR | NEW YORK | NY | 100051733 | N/A | PC | E4E-CT ($225,000) AND E4E-NY ($300,000) | $525,000 | ||||||
| ESOPUS FOUNDATION THE | |||||||||||||
| 41 SCHERMERHORN ST SUITE 143 | BROOKLYN | NY | 112014802 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| EXCELLENCE COMMUNITY SCHOOLS | |||||||||||||
| 2000 BENEDICT AVENUE | BRONX | NY | 10462 | N/A | PC | GENERAL OPERATING SUPPORT | $1,050,000 | ||||||
| EXPANDED SCHOOLS | |||||||||||||
| 11 WEST 42ND STREET 3RD FLOOR | NEW YORK | NY | 100368002 | N/A | PC | PATHWAYS FELLOWSHIP | $200,000 | ||||||
| FAITHACTS FOR EDUCATION | |||||||||||||
| 857 POST ROAD SUITE 310 | FAIRFIELD | CT | 06824 | N/A | PC | GENERAL OPERATING SUPPORT | $525,000 | ||||||
| FAMILIES NETWORK OF WESTERN CONNECTICUT | |||||||||||||
| 5 LIBRARY PLACE | DANBURY | CT | 068106617 | N/A | PC | PARENT LEADERSHIP ALUMNI PROGRAMS | $25,000 | ||||||
| FEEDING AMERICA | |||||||||||||
| 161 N CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | ||||||
| FRESH AIR FUND | |||||||||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 100176706 | N/A | PC | CAMPERSHIPS AND FAMILY WELLNESS PROGRAM | $50,000 | ||||||
| FRIENDS OF THE DANBURY MUSEUM | |||||||||||||
| 43 MAIN ST | DANBURY | CT | 068108011 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| FUNDACAO CLINICA CARMEN LUCIA | |||||||||||||
| N/A | NC | GENERAL OPERATING SUPPORT | $421,588 | RODOVIA DO SOL 3499 BARRA DO JUCU | VILA VELHA | ESPIRITO SANTO | BR | 29125-033 | |||||
| GIRL SCOUT COUNCIL OF GREATER NEW YORK | |||||||||||||
| 40 WALL STREET SUITE 708 | NEW YORK | NY | 100051395 | N/A | PC | CAMPERSHIPS AND FACILITY ENHANCEMENTS | $100,000 | ||||||
| GIRL SCOUTS OF CONNECTICUT | |||||||||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 061063317 | N/A | PC | CAMPERSHIPS, OUTDOOR PROGRAMS, AND FACILITY ENHANCEMENTS | $100,000 | ||||||
| GLSEN | |||||||||||||
| 110 WILLIAM ST 30TH FLOOR | NEW YORK | NY | 100383901 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| GOOD FOOD INSTITUTE | |||||||||||||
| 2503 D N HARRISON ST 19 | ARLINGTON | VA | 22207 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 | ||||||
| GROUNDTRUTH PROJECT THE | |||||||||||||
| 10 GUEST STREET | BOSTON | MA | 021352066 | N/A | PC | REPORT FOR AMERICA | $175,000 | ||||||
| HALL ASHLEY | |||||||||||||
| UB BOX 5505 408 SOUTH LOCUST STREET | GREENCASTLE | IN | 461351776 | NONE | I | C1 2020-21 SCHOLARSHIP | $900 | ||||||
| HIGHLANDS CURRENT | |||||||||||||
| 142 MAIN ST | COLD SPRING | NY | 105162819 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| HIGHVILLE CHARTER SCHOOL | |||||||||||||
| 1 SCIENCE PARK | NEW HAVEN | CT | 065111963 | N/A | PC | GENERAL OPERATING SUPPORT | $325,000 | ||||||
| HIGHVILLE CHARTER SCHOOL | |||||||||||||
| 1 SCIENCE PARK | NEW HAVEN | CT | 065111963 | N/A | PC | GETTING TO GREAT | $190,000 | ||||||
| HILLSIDE FOOD OUTREACH | |||||||||||||
| 2 WESTCHESTER PLAZA | ELMSFORD | NY | 105231607 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | ||||||
| HORIZONS BRIDGEPORT | |||||||||||||
| 1057 BROAD STREET 2ND FLOOR | BRIDGEPORT | CT | 066044219 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| HUDSON HIGHLANDS LAND TRUST | |||||||||||||
| 20 NAZARETH WAY | GARRISON | NY | 105240000 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | ||||||
| INSTITUTE FOR NONPROFIT NEWS | |||||||||||||
| 714 W OLYMPIC BLVD 931 | LOS ANGELES | CA | 90015 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| INTREPID FALLEN HEROES FUND | |||||||||||||
| ONE INTREPID SQ-W 46TH ST 12TH AVE | NEW YORK | NY | 100360000 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| JERICHO PARTNERSHIP | |||||||||||||
| PO BOX 24 | HAWLEYVILLE | CT | 06440 | N/A | PC | FOOD SECURITY RESOURCES | $20,000 | ||||||
| JUMOKE ACADEMY | |||||||||||||
| 999 ASYLUM AVE SUITE 200 | HARTFORD | CT | 06105 | N/A | PC | GENERAL OPERATING SUPPORT | $550,000 | ||||||
| JUMOKE ACADEMY | |||||||||||||
| 999 ASYLUM AVE SUITE 200 | HARTFORD | CT | 06105 | N/A | PC | GETTING TO GREAT | $212,000 | ||||||
| JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD | |||||||||||||
| 835 MAIN STREET | BRIDGEPORT | CT | 066044900 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND | |||||||||||||
| 70 FARMINGTON AVE | HARTFORD | CT | 061053704 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| KIPP FOUNDATION | |||||||||||||
| 135 MAIN STREET SUITE 1700 | SAN FRANCISCO | CA | 941051812 | N/A | PC | POST-SECONDARY SUCCESS PARTNERSHIP | $300,000 | ||||||
| LAND TRUST ALLIANCE | |||||||||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 200053952 | N/A | PC | GENERAL OPERATING SUPPORT | $175,000 | ||||||
| LEADERSHIP FOR EDUCATIONAL EQUITY FOUNDATION | |||||||||||||
| 1805 7TH STREET NW 6TH FLOOR | WASHINGTON | DC | 200013186 | N/A | PC | GENERAL OPERATING SUPPORT | $475,000 | ||||||
| LEE GEORGE | |||||||||||||
| BU BOX 21882 PO BOX 6020 | BINGHAMTON | NY | 13902 | NONE | I | C1 2020-21 SCHOLARSHIP | $3,652 | ||||||
| LONGMONT HUMANE SOCIETY | |||||||||||||
| 9595 NELSON ROAD | LONGMONT | CO | 805016318 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| MANITOGA | |||||||||||||
| PO BOX 249 | GARRISON | NY | 105243904 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| MEDECINS SANS FRONTIERS USA | |||||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000,000 | ||||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||||||||
| 633 THIRD AVE FINANCE 4TH FLR | NEW YORK | NY | 100170000 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| NATIONAL CENTER FOR TEACHER RESIDENCIES | |||||||||||||
| 1332 N HALSTED ST STE 304 | CHICAGO | IL | 606422694 | N/A | PC | SACRED HEART UNIVERSITY, YEAR 3 SUPPORT | $97,500 | ||||||
| NEW HAVEN ECOLOGY PROJECT | |||||||||||||
| 358 SPRINGSIDE AVE | NEW HAVEN | CT | 065151024 | N/A | PC | GENERAL OPERATING SUPPORT | $350,000 | ||||||
| NEW HOPE BAPTIST CHURCH | |||||||||||||
| 10 DR AARON B SAMUELS BLVD | DANBURY | CT | 068100000 | N/A | PC | SENIOR MINISTRY AND FOOD SERVICES | $15,000 | ||||||
| NEW YORK ACADEMY OF SCIENCES | |||||||||||||
| 250 GREENWICH STREET 40TH FLOOR | NEW YORK | NY | 10007 | N/A | PC | BUILDING A PIPELINE FROM SCIENCE TO TEACHING | $391,500 | ||||||
| NEW YORK CITY CENTER FOR CHARTER SCHOOL EXCELLENCE | |||||||||||||
| 111 BROADWAY RM 604 | NEW YORK | NY | 100061975 | N/A | PC | GENERAL OPERATING SUPPORT ($295K) AND MERGER GRANT FUND INITIATIVE ($400K) | $695,000 | ||||||
| NORTHEAST CHARTER SCHOOLS NETWORK | |||||||||||||
| 2 TOWER PL STE 2 | ALBANY | NY | 122033726 | N/A | PC | CONNECTICUT CHARTER SCHOOLS ASSOCIATION | $1,000,000 | ||||||
| NORTHWEST EVALUATION ASSOCIATION | |||||||||||||
| 121 NW EVERETT STREET | PORTLAND | OR | 97209 | N/A | PC | MAP LICENSES AND SERVICES FOR 2021-2022 SCHOOL YEAR | $35,000 | ||||||
| OCEAN COMMUNITY YMCA | |||||||||||||
| 95 HIGH ST | WESTERLY | RI | 028911812 | N/A | PC | GENERAL OPERATING SUPPORT | $60 | ||||||
| ODYSSEY COMMUNITY SCHOOL | |||||||||||||
| 579 MIDDLE TURNPIKE WEST | MANCHESTER | CT | 06040 | N/A | PC | GETTING TO GREAT | $100,000 | ||||||
| ODYSSEY COMMUNITY SCHOOL | |||||||||||||
| 580 MIDDLE TURNPIKE WEST | MANCHESTER | CT | 06041 | N/A | PC | GENERAL OPERATING SUPPORT | $350,000 | ||||||
| ONLINE JOURNALISM PROJECT | |||||||||||||
| 51 ELM ST 3RD FLOOR | NEW HAVEN | CT | 06510 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| ORANGE COUNTY LAND TRUST | |||||||||||||
| 50 OGDEN DRIVE UNIT A | NEW WINDSOR | NY | 12553 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | ||||||
| OUR LADY OF FATIMA CHURCH | |||||||||||||
| 2071 BALDWIN ST | WATERBURY | CT | 067062604 | N/A | PC | CHURCH KITCHEN RENOVATION | $25,000 | ||||||
| PARTNERS IN HEALTH | |||||||||||||
| 800 BOYLSTON ST STE 300 | BOSTON | MA | 021997032 | N/A | PC | SIERRA LEONE MATERNAL CENTER OF EXCELLENCE | $47,000 | ||||||
| PHI DELTA KAPPA INTERNATIONAL | |||||||||||||
| 1820 N FORT MYER DRIVE SUITE 320 | ARLINGTON | VA | 22209 | N/A | PC | EDUCATORS RISING - CONNECTICUT | $320,000 | ||||||
| PROPUBLICA | |||||||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | FLOOR | |||||
| REGIONAL YMCA OF WESTERN CONNECTICUT | |||||||||||||
| 2 HUCKLEBERRY HILL RD | BROOKFIELD | CT | 068042219 | N/A | PC | SENIOR HEALTH AND WELLNESS PROGRAMMING ($30,000) AND EDUCATION AND YOUTH ADVOCACY PROGRAMMING ($25,000) | $55,000 | ||||||
| RELAY GRADUATE SCHOOL OF EDUCATION | |||||||||||||
| 25 BROADWAY THIRD FLOOR | NEW YORK | NY | 10004 | N/A | PC | RELAY CONNECTICUT | $300,000 | ||||||
| RETRO REPORT | |||||||||||||
| 633 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | N/A | POF | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| RHODE ISLAND ZOOLOGICAL SOCIETY | |||||||||||||
| 1000 ELMWOOD AVENUE | PROVIDENCE | RI | 029073655 | N/A | PC | GENERAL OPERATING SUPPORT | $90 | ||||||
| RIDGE AND VALLEY CONSERVANCY | |||||||||||||
| PO BOX 146 | BLAIRSTOWN | NJ | 078250146 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | ||||||
| SACRED HEART UNIVERSITY | |||||||||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | N/A | PC | PRACTICE-BASED TEACHING PROFESSIONAL DEVELOPMENT PHASE II | $115,000 | ||||||
| SALVATION ARMY THE | |||||||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 109941739 | N/A | PC | COMMUNITY EMERGENCY ASSISTANCE PROGRAM | $35,000 | ||||||
| SCENIC HUDSON | |||||||||||||
| 1 CIVIC CENTER PLZ STE 200 | POUGHKEEPSIE | NY | 126013157 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | ||||||
| SEATTLE FOUNDATION THE | |||||||||||||
| 1601 5TH AVENUE SUITE 1900 | SEATTLE | WA | 981013615 | N/A | PC | RESOURCE EQUITY FUNDERS COLLABORATIVE | $50,000 | ||||||
| SHELBURNE POLICE FOUNDATION | |||||||||||||
| PO BOX 58 | SHELBURNE | VT | 05482 | N/A | PC | GENERAL OPERATING SUPPORT | $250 | ||||||
| SHELTER OF THE CROSS (DBA RENEWAL HOUSE) | |||||||||||||
| 18 DR AARON SAMUELS BLVD | DANBURY | CT | 068100000 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | ||||||
| SISTEMA UNIVERSITARIO ANA G MENDEZ | |||||||||||||
| PO BOX 2010 | CAROLINA | PR | 009842010 | N/A | PC | CASA MUSEO JESS T. PIERO RESTORATION & OPERATIONS | $100,000 | ||||||
| ST JOSEPH CHURCH | |||||||||||||
| 8 ROBINSON AVENUE | DANBURY | CT | 068105517 | N/A | PC | CARMEN LUCIA BUCK RELIGIOUS EDUCATION BUILDING RENOVATION | $15,000 | ||||||
| ST VINCENT DEPAUL MISSION OF WATERBURY | |||||||||||||
| PO BOX 1612 | WATERBURY | CT | 067211612 | N/A | PC | SOUP KITCHEN OPERATIONS | $5,000 | ||||||
| STOWE LAND TRUST | |||||||||||||
| PO BOX 284 | STOWE | VT | 056720284 | N/A | PC | GENERAL OPERATING | $250 | ||||||
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||||||||
| 95 PINE STREET FLOOR 6 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING SUPPORT | $400,000 | ||||||
| TEACH FOR AMERICA | |||||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 100041056 | N/A | PC | TEACH FOR AMERICA - NEW YORK | $400,000 | ||||||
| TEACH FOR AMERICA | |||||||||||||
| 370 JAMES STREET SUITE 404 | NEW HAVEN | CT | 06513 | N/A | PC | TEACH FOR AMERICA - CONNECTICUT | $350,000 | ||||||
| TEACHORG | |||||||||||||
| 2443 FILLMORE ST 38009883 | SAN FRANCISCO | CA | 941151814 | N/A | PC | GENERAL OPERATING SUPPORT | $275,000 | ||||||
| TEACHORG | |||||||||||||
| 2443 FILLMORE ST 38009883 | SAN FRANCISCO | CA | 941151814 | N/A | PC | TEACH CONNECTICUT | $455,000 | ||||||
| TEXAS TECH UNIVERSITY | |||||||||||||
| 2625 MEMORIAL CIRCLE | LUBBOCK | TX | 79409 | N/A | GOV | US PREP - TEACHER PREPARATION TRANSFORMATION YEAR 3 | $300,000 | ||||||
| THIRD SECTOR NEW ENGLAND | |||||||||||||
| 89 SOUTH STREET STE 7000 | BOSTON | MA | 021110000 | N/A | PC | SCHOOL + STATE FINANCE PROJECT | $1,550,000 | ||||||
| TIDES CENTER | |||||||||||||
| 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | 100KIN10 | $125,000 | ||||||
| TODAY'S STUDENTS TOMORROW'S TEACHERS | |||||||||||||
| 333 WESTCHESTER AVENUE SUITE SOUTH | WHITE PLAINS | NY | 10604 | N/A | PC | TODAYS STUDENTS TOMORROWS TEACHERS - CONNECTICUT | $161,000 | 208 | |||||
| TOWN OF WOODBURY | |||||||||||||
| 281 MAIN STREET SOUTH | WOODBURY | CT | 06798 | N/A | GOV | WOODBURY SENIOR CENTER PROJECTS | $10,000 | ||||||
| TRUST FOR PUBLIC LAND | |||||||||||||
| 101 WHITNEY AVENUE 2ND FLOOR | NEW HAVEN | CT | 06510 | N/A | PC | TRUST FOR PUBLIC LAND - CONNECTICUT | $175,000 | ||||||
| UNCOMMON SCHOOLS | |||||||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 100034826 | N/A | PC | GENERAL OPERATING SUPPORT | $300,000 | ||||||
| UNITED WAY OF WESTERN CONNECTICUT | |||||||||||||
| 301 MAIN STREET NO 2-5 | DANBURY | CT | 068105861 | N/A | PC | DANBURY SENIOR PROGRAMMING AND FOOD SECURITY | $185,000 | ||||||
| UNIVERSITY OF BRITISH COLUMBIA | |||||||||||||
| N/A | PC | GLOBAL REPORTING CENTRE | $10,000 | 6388 CRESCENT ROAD | VANCOUVER | BRITISH COLUMBIA | CA | V6T 1Z2 | |||||
| UNIVERSITY OF CONNECTICUT FOUNDATION | |||||||||||||
| 2390 ALUMNI DRIVE U3206 | STORRS | CT | 062693603 | N/A | PC | NURSING SCHOLARSHIPS AND UNDERGRADUATE PSYCHOLOGY MINI-GRANT RESEARCH PROGRAM | $20,000 | ||||||
| UNIVERSITY OF ROCHESTER ITF ADU PRI | |||||||||||||
| 500 JOSEPH C WILSON BOULEVARD | ROCHESTER | NY | 14627 | NONE | I | C1 2020-21 SCHOLARSHIP | $3,446 | ||||||
| UNIVERSITY OF VIRGINIA | |||||||||||||
| PO BOX 400194 | CHARLOTTESVILLE | VA | 229044194 | N/A | PC | WTJU RADIO STATION | $5,000 | ||||||
| WEANTINOGE HERITAGE LAND TRUST | |||||||||||||
| PO BOX 821 5 MAPLE STREET | KENT | CT | 06777 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| WESTCHESTER LAND TRUST | |||||||||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | ||||||
| WESTERN CONNECTICUT HOME CARE | |||||||||||||
| 100 SAW MILL ROAD | DANBURY | CT | 068105106 | N/A | PC | SAFE AT HOME PROGRAM | $40,000 | ||||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 104601068 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| WILLIAMS COLLEGE ITF COLUMBUS AYANN | |||||||||||||
| HOPKINS HALL 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | NONE | I | C1 2020-21 SCHOLARSHIP | $450 | ||||||
| WNET | |||||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | NJ SPOTLIGHT NEWS | $75,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,432,082 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACHIEVEMENT FIRST | |||||||||||||
| 370 JAMES STREET SUITE 404 | NEW HAVEN | CT | 065133091 | N/A | PC | GENERAL OPERATING SUPPORT | $7,250,000 | ||||||
| BRANDEIS UNIVERSITY ITF SCHULTERS K | |||||||||||||
| 415 SOUTH ST MSC 110 | WALTHAM | MA | 024532728 | NONE | I | C2 2021-22 SCHOLARSHIP | $17,433 | ||||||
| CARVAJAL KAREN | |||||||||||||
| UNIVERSITY OF PENNSYLVANIA | PHILADELPHIA | PA | 191046193 | NONE | I | C2 2021-22 SCHOLARSHIP | $1,070 | ||||||
| COLLINS NYEMIAH | |||||||||||||
| UNIVERSITY OF NEW HAVEN | WEST HAVEN | CT | 065161916 | NONE | I | C2 2021-22 SCHOLARSHIP | $2,300 | ||||||
| COLUMBIA UNIVERSITY | |||||||||||||
| 615 WEST 131ST STREET 6TH FLOOR | NEW YORK | NY | 100277922 | N/A | PC | SUPPORTING AND SPREADING EDUCATION SYSTEM TRANSFORMATION | $26,500 | ||||||
| FUNDACAO CLINICA CARMEN LUCIA | |||||||||||||
| N/A | NC | GENERAL OPERATING SUPPORT | $239,422 | RODOVIA DO SOL 3499 BARRA DO JUCU | VILA VELHA | ESPIRITO SANTO | BR | 29125-033 | |||||
| GAYLE TASHARA | |||||||||||||
| SPELMAN COLLEGE | ATLANTA | GA | 303144395 | NONE | I | C2 2021-22 SCHOLARSHIP | $4,300 | ||||||
| GIBBS ISAIAH | |||||||||||||
| UNIVERSITY AT BUFFALO SUNY | BUFFALO | NY | 14260 | NONE | I | C2 2021-22 SCHOLARSHIP | $2,152 | ||||||
| HOWARD UNIVERSITY ITF SAWERS RONELL | |||||||||||||
| 2244 10TH STREET ROOM 302 | WASHINGTON | DC | 200590001 | NONE | I | C2 2021-22 SCHOLARSHIP | $24,294 | ||||||
| KALINE EMILY | |||||||||||||
| THE NEW SCHOOL - PARSONS SCHOOL OF | NEW YORK | NY | 100118002 | NONE | I | C2 2021-22 SCHOLARSHIP | $2,600 | DESIGN | |||||
| MEGGINSON ELIJAH | |||||||||||||
| MOREHOUSE COLLEGE | ATLANTA | GA | 303143773 | NONE | I | C2 2021-22 SCHOLARSHIP | $2,950 | ||||||
| MOREHOUSE COLLEGE ITF MEGGINSON ELI | |||||||||||||
| 830 WESTVIEW DR SW | ATLANTA | GA | 303143773 | NONE | I | C2 2021-22 SCHOLARSHIP | $25,645 | ||||||
| NORTHWEST EVALUATION ASSOCIATION (NWEA) | |||||||||||||
| 121 NW EVERETT STREET | PORTLAND | OR | 97209 | N/A | PC | MAP LICENSES AND SERVICES FOR 2021-2022 SCHOOL YEAR | $109,658 | ||||||
| SAWERS RONELL | |||||||||||||
| HOWARD UNIVERSITY | WASHINGTON | DC | 20059 | NONE | I | C2 2021-22 SCHOLARSHIP | $2,460 | ||||||
| SCHULTERS KYLE | |||||||||||||
| BRANDEIS UNIVERSITY | WALTHAM | MA | 024532728 | NONE | I | C2 2021-22 SCHOLARSHIP | $1,800 | ||||||
| SPELMAN COLLEGE ITF GAYLE TASHARA | |||||||||||||
| 350 SPELMAN LN SW | ATLANTA | GA | 303144395 | NONE | I | C2 2021-22 SCHOLARSHIP | $38,122 | ||||||
| TEACH FOR AMERICA | |||||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 100041056 | N/A | PC | TEACH FOR AMERICA - NEW YORK | $400,000 | ||||||
| THE NEW SCHOOL - PARSONS SCHOOL OF | |||||||||||||
| 80 5TH AVE 4TH FL | NEW YORK | NY | 100118002 | NONE | I | C2 2021-22 SCHOLARSHIP | $35,828 | ||||||
| UNIVERSITY AT BUFFALO SUNY ITF GIBB | |||||||||||||
| 12 CAPEN HALL | BUFFALO | NY | 14260 | NONE | I | C2 2021-22 SCHOLARSHIP | $11,768 | ||||||
| UNIVERSITY OF NEW HAVEN ITF COLLINS | |||||||||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 065161916 | NONE | I | C2 2021-22 SCHOLARSHIP | $27,524 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $8,225,826 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAMMATIC RENTAL INCOME | Desc |
| Related Or Exempt Function Incm | $110,038 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,602 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,274,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,959,749 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,240,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $110,038 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,350,357 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | PROGRAMMATIC RENTAL INCOME (FOR LEASE OF OFFICE SPACE) RECEIVED FROM A 501(C)(3) PRIVATE OPERATING FOUNDATION, WHICH COINCIDES WITH THE FOUNDATION'S PURPOSE TO SUPPORT ORGANIZATIONS LIKE SUCH LESSEE THAT CONDUCT HIGH-QUALITY INVESTIGATIVE JOURNALISM, MAKE AVAILABLE NEW DATA-GATHERING AND DISTRIBUTION TOOLS AND OFFER PROFESSIONAL TRAINING TO INVESTIGATIVE JOURNALISTS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PETER BUCK NONGRANTOR CLAT OF 022011 | ||||||
| 1 | 185 ASYLUM STREET | HARTFORD | CT | 06103 | $814,912 | Yes (X) |
| PETER BUCK NONGRANTOR CLAT OF 022011 | ||||||
| 2 | 185 ASYLUM STREET | HARTFORD | CT | 06103 | $5,508,200 | Yes (X) |
| PETER BUCK NONGRANTOR CLAT OF 052019 | ||||||
| 3 | ONE INTERNATIONAL PLACE SUITE 1600 | BOSTON | MA | 02110 | $5,801,000 | Yes (X) |
| PETER BUCK NONGRANTOR CLAT OF 112012 | ||||||
| 4 | ONE INTERNATIONAL PLACE SUITE 1600 | BOSTON | MA | 02110 | $5,279,000 | Yes (X) |
| THE PETER BUCK TUITION ASSISTANCE TRUST AGREEMENT | ||||||
| 5 | 185 ASYLUM STREET | HARTFORD | CT | 06103 | $76,357 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANA CLAUDIA SIMONES LIMA | $1,000 | $0 | $1,000 |
| DEMASCO SENA AND JAHELKA | $27,935 | $0 | $27,935 |
| HOYT, FILIPPETTI & MALAGHAN, LLC | $225 | $0 | $225 |
| PKF O'CONNOR DAVIES, LLP | $50,985 | $0 | $50,985 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FUNDACAO CLINICA CARMEN LUCIA | ||||||||||||||
| RODOVIA DO SOL 3499 BARRA DO JUCU | VILA VELHA | ESPIRITO SANTO | BR | 29125-033 | 2020-03-17 | $150,000 | GENERAL OPERATING SUPPORT | $150,000 | NO | 7/31/2020, 8/31/2020, 9/30/2020, 10/31/2020, 11/30/2020 & 12/31/2020 | ||||
| ASSOCIAO BENEFICENTE DE RECUPERAO DA ALEGRIA E SADE (ABRAS) | ||||||||||||||
| AVENIDA GETLIO VARGAS 149 CENTRO | MANTENA | MINAS GERAIS | BR | 35290-000 | 2020-04-10 | $86,590 | GENERAL OPERATING SUPPORT AND RE-GRANTS TO CHARITABLE ORGANIZATIONS IN BRAZIL | $86,590 | NO | PRIOR+ 12/31/2020, 1/31/2021, 2/28/2021, 3/31/2021, 4/302021, 5/31/2021 & 6/ | ||||
| ART SCIENCE RESEARCH LABORATORY INC | ||||||||||||||
| 2020-04-28 | $10,000 | GENERAL OPERATING SUPPORT | $10,000 | NO | 1/31/2021 | 62 GREENE STREET 3RD FLOOR | NEW YORK | NY | 100124346 | |||||
| RETRO REPORT INC | ||||||||||||||
| 2020-04-28 | $50,000 | GENERAL OPERATING SUPPORT | $50,000 | NO | 1/31/2021 | 7 MASONS ISLAND RD STE 1 | MYSTIC | CT | 063552938 | |||||
| FUNDACAO CLINICA CARMEN LUCIA | ||||||||||||||
| RODOVIA DO SOL 3499 BARRA DO JUCU | VILA VELHA | ESPIRITO SANTO | BR | 29125-033 | 2020-07-08 | $193,841 | GENERAL OPERATING SUPPORT | $193,841 | NO | 7/31/2020, 8/31/2020, 9/30/2020, 10/31/2020, 11/30/2020 & 12/31/2020 | ||||
| FUNDACAO CLINICA CARMEN LUCIA | ||||||||||||||
| RODOVIA DO SOL 3499 BARRA DO JUCU | VILA VELHA | ESPIRITO SANTO | BR | 29125-033 | 2021-01-22 | $227,747 | GENERAL OPERATING SUPPORT | $227,747 | NO | 1/31/2021, 2/28/2021, 3/31/2021, 4/30/2021, 5/31/2021 & 6/30/2021 | ||||
| ASSOCIAO BENEFICENTE DE RECUPERAO DA ALEGRIA E SADE (ABRAS) | ||||||||||||||
| AVENIDA GETLIO VARGAS 149 CENTRO | MANTENA | MINAS GERAIS | BR | 35290-000 | 2021-04-16 | $84,412 | GENERAL OPERATING SUPPORT AND RE-GRANTS TO CHARITABLE ORGANIZATIONS IN BRAZIL | $65,828 | NO | 5/31/2021, 6/30/2021, 7/31/2021, 8/31/2021, 9/30/2021, 10/31/2021, 11/30/202 | ||||
| ART SCIENCE RESEARCH LABORATORY INC | ||||||||||||||
| 2021-05-24 | $10,000 | GENERAL OPERATING SUPPORT | $0 | NO | NARRATIVE, FINANCIAL REPORT DUE 1/31/2022 | 62 GREENE STREET 3RD FLOOR | NEW YORK | NY | 100124346 | |||||
| RETRO REPORT INC | ||||||||||||||
| 2021-05-27 | $50,000 | GENERAL OPERATING SUPPORT | $0 | NO | NARRATIVE, FINANCIAL REPORT DUE 1/31/2022 | 7 MASONS ISLAND RD STE 1 | MYSTIC | CT | 063552938 | |||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (95 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M | $625,106 | $625,106 |
| ABBOTT LABS | $490,537 | $490,537 |
| ABBOTT LABS | $711,433 | $711,433 |
| ACE INA HLDG INC | $1,621,949 | $1,621,949 |
| ALLSTATE CORP | $477,820 | $477,820 |
| AMAZON | $488,757 | $488,757 |
| AMERICAN EXPRESS | $331,868 | $331,868 |
| AMERN HONDA | $843,609 | $843,609 |
| APPLE 1.2% | $246,425 | $246,425 |
| APPLE 2.2% | $519,819 | $519,819 |
| BANK NEW YORK MELLON CORP | $493,825 | $493,825 |
| BERKSHIRE HATHAWAY | $1,018,261 | $1,018,261 |
| BK NEW YORK MELLON | $1,077,422 | $1,077,422 |
| BLACKROCK | $554,347 | $554,347 |
| BP CAP MKTS | $416,497 | $416,497 |
| BRISTOL MYERS | $372,083 | $372,083 |
| CATERPILLAR | $753,793 | $753,793 |
| CHEVRON | $1,094,512 | $1,094,512 |
| CHUBB INA HLDGS | $475,591 | $475,591 |
| CISCO SYS | $773,310 | $773,310 |
| CME GROUP | $1,070,887 | $1,070,887 |
| COCA COLA | $245,633 | $245,633 |
| COMCAST CORP | $763,343 | $763,343 |
| COMCAST CORP NEW | $1,626,660 | $1,626,660 |
| COSTCO WHOLESALE | $246,736 | $246,736 |
| DEERE JOHN | $744,225 | $744,225 |
| DEERE JOHN CAP CORP | $1,039,540 | $1,039,540 |
| EMERSON | $1,024,619 | $1,024,619 |
| EOG RES | $588,361 | $588,361 |
| ESTEE LAUDER COMPANIES | $731,766 | $731,766 |
| EXXON MOBIL | $1,085,667 | $1,085,667 |
| GEN DYNAMICS | $340,279 | $340,279 |
| GOLDMAN SACHS GROUP INC | $1,250,275 | $1,250,275 |
| HERSHEY CO | $531,047 | $531,047 |
| HOME DEPOT | $487,473 | $487,473 |
| HOME DEPOT | $547,246 | $547,246 |
| HONEYWELL | $509,219 | $509,219 |
| HORMEL FOODS | $247,969 | $247,969 |
| INTEL | $526,236 | $526,236 |
| INTEL | $103,505 | $103,505 |
| INTEL CORP | $2,069,920 | $2,069,920 |
| INTERCONTINENTAL | $489,274 | $489,274 |
| INTERCONTINENTAL | $562,861 | $562,861 |
| INTL BUSINESS | $1,012,834 | $1,012,834 |
| INTUIT | $501,019 | $501,019 |
| JOHNSON & JOHNSON | $1,092,697 | $1,092,697 |
| JPMORGAN CHASE | $1,076,077 | $1,076,077 |
| JPMORGAN CHASE | $130,640 | $130,640 |
| JPMORGAN CHASE & CO | $2,042,400 | $2,042,400 |
| JPMORGAN CHASE & CO | $499,080 | $499,080 |
| MASTERCARD | $545,726 | $545,726 |
| MCDONALDS | $500,788 | $500,788 |
| MEDTRONIC INC | $345,949 | $345,949 |
| MERCK & CO INC NEW | $2,025,940 | $2,025,940 |
| MERCK & CO INC NEW | $1,065,680 | $1,065,680 |
| METLIFE | $535,039 | $535,039 |
| METLIFE INC | $1,082,070 | $1,082,070 |
| METLIFE INC UNSECD SR COMPONENT | $2,077,560 | $2,077,560 |
| MICROSOFT | $708,023 | $708,023 |
| MORGAN STANLEY | $1,636,795 | $1,636,795 |
| NUCOR CORP | $440,007 | $440,007 |
| ORACLE | $803,976 | $803,976 |
| P&G | $545,226 | $545,226 |
| PACCAR FINL CORP | $1,997,100 | $1,997,100 |
| PEPSICO INC | $1,067,880 | $1,067,880 |
| PFIZER | $201,788 | $201,788 |
| PHILIP MORRIS | $538,305 | $538,305 |
| PNC | $483,940 | $483,940 |
| PNC BK N A PITTSBURGH PA UNSECD | $1,007,210 | $1,007,210 |
| PPL ELEC UTILS CORP | $27,040 | $27,040 |
| PROCTER & GAMBLE CO | $1,012,770 | $1,012,770 |
| PROCTER & GAMBLE CO | $1,008,070 | $1,008,070 |
| PRUDENTIAL FINL | $253,794 | $253,794 |
| PRUDENTIAL FINL | $507,903 | $507,903 |
| PUBLIC STORAGE | $204,015 | $204,015 |
| S&P GLOBAL | $473,257 | $473,257 |
| SCHWAB CHARLES | $327,343 | $327,343 |
| SCHWAB CHARLES CORP NEW | $2,501,850 | $2,501,850 |
| SIMON PPTY GROUP | $547,220 | $547,220 |
| ST STR CORP | $472,838 | $472,838 |
| STATE STR CORP | $1,041,395 | $1,041,395 |
| TARGET | $954,803 | $954,803 |
| TOYOTA | $1,041,649 | $1,041,649 |
| TRUIST FINL CORP | $252,744 | $252,744 |
| UNION PAC CORP | $533,469 | $533,469 |
| UNITEDHEALTH GROUP | $804,405 | $804,405 |
| UNITEDHEALTH GROUP INC | $1,664,820 | $1,664,820 |
| US BANCORP | $240,942 | $240,942 |
| US BANKCORP MEDIUM TERM | $482,208 | $482,208 |
| VISA | $648,627 | $648,627 |
| VISA INC | $774,930 | $774,930 |
| WALMART | $1,138,344 | $1,138,344 |
| WELLS FARGO & CO MEDIUM TERM | $1,558,470 | $1,558,470 |
| WELLS FARGO & CO TRANCHE | $314,489 | $314,489 |
| ORACLE CORP | $2,000,880 | $2,000,880 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (90 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $1,189,478 | $1,189,478 |
| AIR PRODS & CHEMS INC | $575,360 | $575,360 |
| ALPHABET | $4,844,717 | $4,844,717 |
| ALPHABET | $2,710,387 | $2,710,387 |
| ALPHABET INC | $4,183,048 | $4,183,048 |
| AMAZON | $9,883,580 | $9,883,580 |
| AMAZON COM INC | $1,014,847 | $1,014,847 |
| AMERICAN EXPRESS CO | $1,167,019 | $1,167,019 |
| AMERICAN WTR WKS CO | $4,233,335 | $4,233,335 |
| AMERICAN WTR WKS CO INC | $913,683 | $913,683 |
| AMGEN INC | $954,281 | $954,281 |
| ANALOG DEVICES INC | $1,001,971 | $1,001,971 |
| APPLE | $9,618,427 | $9,618,427 |
| APPLE INC | $5,499,081 | $5,499,081 |
| BAXTER | $3,892,417 | $3,892,417 |
| BERKSHIRE HATHAWAY INC DEL | $1,553,573 | $1,553,573 |
| BLACKROCK | $3,550,628 | $3,550,628 |
| BLACKROCK INC | $2,082,429 | $2,082,429 |
| BLACKSTONE GROUP INC | $1,367,731 | $1,367,731 |
| BOEING | $3,613,763 | $3,613,763 |
| CATERPILLAR INC | $1,193,701 | $1,193,701 |
| CHEVRON | $2,735,180 | $2,735,180 |
| CHEVRON CORP | $882,958 | $882,958 |
| CHURCH & DWIGHT INC | $515,155 | $515,155 |
| CIGNA CORP NEW | $1,073,927 | $1,073,927 |
| CISCO SYS INC | $2,509,603 | $2,509,603 |
| CITIGROUP INC | $1,985,599 | $1,985,599 |
| COMCAST CORP | $1,140,400 | $1,140,400 |
| COSTCO WHSL CORP NEW | $611,310 | $611,310 |
| CSX CORP | $675,124 | $675,124 |
| CVS HEALTH CORP | $1,466,625 | $1,466,625 |
| DANAHER CORP | $4,390,906 | $4,390,906 |
| DEERE & CO | $4,547,843 | $4,547,843 |
| DISNEY WALT CO | $739,992 | $739,992 |
| EATON CORP PLC | $1,069,860 | $1,069,860 |
| ELECTRONIC ARTS INC | $431,490 | $431,490 |
| EXXON MOBIL CORP | $715,958 | $715,958 |
| $6,339,449 | $6,339,449 | |
| FACEBOOK INC | $884,922 | $884,922 |
| GENERAL MTRS CO | $916,839 | $916,839 |
| GOLDMAN SACHS GROUP INC | $1,831,232 | $1,831,232 |
| HOME DEPOT | $4,018,014 | $4,018,014 |
| HOME DEPOT INC | $1,068,282 | $1,068,282 |
| HONEYWELL INTL INC | $1,693,382 | $1,693,382 |
| ILLINOIS TOOL WKS INC | $989,253 | $989,253 |
| INTEL CORP | $976,836 | $976,836 |
| J P MORGAN CHASE & CO | $1,602,684 | $1,602,684 |
| JOHNSON & JOHNSON | $1,890,556 | $1,890,556 |
| JPMORGAN CHASE | $5,419,014 | $5,419,014 |
| L3HARRIS TECHNOLOGIES INC | $1,082,912 | $1,082,912 |
| LAUDER ESTEE COS INC | $644,112 | $644,112 |
| MASTERCARD | $7,666,890 | $7,666,890 |
| MASTERCARD INC | $5,239,042 | $5,239,042 |
| MERCK & CO INC | $1,104,334 | $1,104,334 |
| MICROSOFT | $9,959,097 | $9,959,097 |
| MICROSOFT CORP | $3,501,924 | $3,501,924 |
| MONDELEZ | $2,893,282 | $2,893,282 |
| MONDELEZ INTL INC | $518,564 | $518,564 |
| MORGAN STANLEY | $1,305,207 | $1,305,207 |
| NIKE | $5,092,917 | $5,092,917 |
| NIKE INC | $1,170,571 | $1,170,571 |
| NORFOLK | $4,750,839 | $4,750,839 |
| NVIDIA | $2,927,566 | $2,927,566 |
| ORGANON & CO | $42,969 | $42,969 |
| OTIS WORLDWIDE CORP | $1,161,134 | $1,161,134 |
| PAYPAL HOLDINGS INC | $4,880,833 | $4,880,833 |
| PEPSI | $1,816,564 | $1,816,564 |
| PEPSICO INC | $601,570 | $601,570 |
| PHILLIPS 66 | $632,064 | $632,064 |
| PROCTOR & GAMBLE | $3,188,126 | $3,188,126 |
| RAYTHEON TECHNOLOGIES | $2,878,957 | $2,878,957 |
| ROCKWELL AUTOMATION INC | $1,149,800 | $1,149,800 |
| SALESFORCE | $6,941,421 | $6,941,421 |
| SALESFORCE COM INC | $692,505 | $692,505 |
| STARBUCKS | $3,050,512 | $3,050,512 |
| STARBUCKS CORP | $967,157 | $967,157 |
| STRYKER | $2,646,129 | $2,646,129 |
| STRYKER CORP | $1,405,139 | $1,405,139 |
| TARGET CORP | $1,124,091 | $1,124,091 |
| TEXAS INSTRS INC | $1,550,900 | $1,550,900 |
| TJX COS INC NEW | $912,867 | $912,867 |
| UNION PAC CORP | $931,404 | $931,404 |
| UNITED PARCEL SVC INC | $1,602,617 | $1,602,617 |
| UNITEDHEALTH GROUP | $6,807,480 | $6,807,480 |
| UNITEDHEALTH GROUP INC | $856,942 | $856,942 |
| US BANCORP | $2,749,543 | $2,749,543 |
| VULCAN MATLS CO | $687,577 | $687,577 |
| WALMART | $1,779,954 | $1,779,954 |
| WALT DISNEY | $5,677,359 | $5,677,359 |
| ZOETIS INC | $1,847,759 | $1,847,759 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $133,670,296 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $133,670,296 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (57 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK MONTREAL | FMV | $1,070,921 | $1,070,921 |
| BANK NOVA SCOTIA | FMV | $718,201 | $718,201 |
| BANK NOVA SCOTIA B C | FMV | $2,000,800 | $2,000,800 |
| BLACKROCK INFLAT PROT BOND I (BPRIX) | FMV | $1,320,540 | $1,320,540 |
| BLACKROCK LOW DUR BD INV INST (BFMSX) | FMV | $4,094,071 | $4,094,071 |
| BNP PARIBAS TRANCHE | FMV | $523,876 | $523,876 |
| CAUSEWAY INTL VALUE INSTL (CIVIX) | FMV | $1,534,204 | $1,534,204 |
| CDN IMPERIAL BK | FMV | $715,773 | $715,773 |
| CREDIT SUISSE AG NEW YORK BRH | FMV | $2,013,680 | $2,013,680 |
| DBX ETF TR XTRACK MSCI EURP (DBEU) | FMV | $1,355,020 | $1,355,020 |
| DELAWARE INV SM CAP VAL INST (DEVIX) | FMV | $1,219,724 | $1,219,724 |
| DIAGEO CAP PLC | FMV | $414,747 | $414,747 |
| EVINCOME FUND OF BOSTON I (EIBIX) | FMV | $599,284 | $599,284 |
| FRANKLIN FTLG RATE DAILY ACCESS | FMV | $2,901,860 | $2,901,860 |
| GLAXOSMITHKLINE | FMV | $572,905 | $572,905 |
| HARDINGLOEVNER EMERGMKTS ADV (HLEMX) | FMV | $1,536,001 | $1,536,001 |
| HARTFORD MIDCAP I (HFMIX) | FMV | $1,095,986 | $1,095,986 |
| HSBC HLDGS | FMV | $410,731 | $410,731 |
| HSBC HLDGS PLC | FMV | $1,518,405 | $1,518,405 |
| INVESCO INTL GROWTH Y(OIGYX) | FMV | $1,636,472 | $1,636,472 |
| ISHARES CORE S&P MID CAP ETF | FMV | $27,499,141 | $27,499,141 |
| ISHARES CORE S&P SMALL-CAP | FMV | $20,886,613 | $20,886,613 |
| ISHARES IBOXX $ HIGH YIELD CORP | FMV | $770,878 | $770,878 |
| ISHARES SHORT TREASURY BD ETF (SHIV) | FMV | $902,261 | $902,261 |
| JPMORGAN SMALL CAP BLEND I (JDSCX) | FMV | $458,881 | $458,881 |
| JPMORGAN VALUE ADVANTAGE I (JVASX) | FMV | $5,071,959 | $5,071,959 |
| LLOYDS BKG GROUP PLC | FMV | $1,521,840 | $1,521,840 |
| MAINSTAYWINSLOWLGCP GWI (MLAIX) | FMV | $4,888,553 | $4,888,553 |
| MATTHEWS JAPAN INSTL (MIJFX) | FMV | $1,335,463 | $1,335,463 |
| METROPOLITAN WEST TOT RET BD I (MWTIX) | FMV | $4,032,184 | $4,032,184 |
| MFB NORTHERN FDS GLOBAL REAL ESTATE | FMV | $3,303,811 | $3,303,811 |
| MFB NORTHERN FUNDS SMALL CAP INDEX FD | FMV | $6,324,865 | $6,324,865 |
| MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD | FMV | $3,087,701 | $3,087,701 |
| MFC FLEXSHARES TR IBOXX 5 YR TARGET DURATION TIPS INDEX FD | FMV | $3,803,954 | $3,803,954 |
| MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | FMV | $3,119,759 | $3,119,759 |
| MFC VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF | FMV | $12,659,770 | $12,659,770 |
| MFC VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF | FMV | $15,859,354 | $15,859,354 |
| MFO PIMCO FDS PAC INVT MGMT SER | FMV | $2,272,359 | $2,272,359 |
| MITSUBISHI UFJ FINL GROUP | FMV | $568,446 | $568,446 |
| NATIONAL AUSTRALIA BK LTD ACTING | FMV | $2,045,880 | $2,045,880 |
| NUANCE MID CAP VALUE INSTNL (NMVLX) | FMV | $1,011,359 | $1,011,359 |
| PIMCO INTL BD USD HEDGED I2 (PFBPX) | FMV | $916,325 | $916,325 |
| PROLOGIS INC | FMV | $717,180 | $717,180 |
| ROYAL BK CDA GLOBAL MEDIUM | FMV | $1,993,720 | $1,993,720 |
| ROYAL BK OF CANADA | FMV | $255,415 | $255,415 |
| SANOFI S A FIXED | FMV | $569,932 | $569,932 |
| SHELL INTL FIN | FMV | $684,453 | $684,453 |
| SPDR S&P MICCAP 400 ETF TRUST | FMV | $3,150,320 | $3,150,320 |
| SUMITOMO MITSUI | FMV | $1,057,127 | $1,057,127 |
| TORONTO DOMINION BK | FMV | $2,117,100 | $2,117,100 |
| TORONTO DOMINION BK SR MED TERM | FMV | $797,217 | $797,217 |
| VANGUARD FTSE DEVELOPED MARKETS | FMV | $24,371,845 | $24,371,845 |
| VANGUARD FTSE EMERGING MKTS ETF | FMV | $9,596,849 | $9,596,849 |
| VANGUARD SMALL CAP VALUE ETF | FMV | $2,120,389 | $2,120,389 |
| WESTPAC BKG CORP | FMV | $1,533,675 | $1,533,675 |
| WESTPAC BKG CORP | FMV | $1,037,220 | $1,037,220 |
| WESTPAC BKG CORP | FMV | $429,321 | $429,321 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MICHAEL A. NEUFELD & ASSOC., LLC | CategoryTxt |
| Legal Fees | $95,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $95,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $11,746,253 | BOYBookValueAmt |
| EOY Book Value | $10,646,253 | EOYBookValueAmt |
| EOYFMV | $10,646,253 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IT SUPPORT | $72 | $0 | $72 |
| OFFICE AND OTHER EXPENSES | $9,434 | $0 | $9,434 |
| OFFICE CONSTRUCTION | $2,463 | $0 | $2,463 |
| PAYROLL PROCESSING | $2,720 | $0 | $2,720 |
| POSTAGE | $663 | $0 | $663 |
| PROFESSIONAL DEVELOPMENT | $400 | $0 | $400 |
| SOFTWARE | $44,632 | $0 | $44,632 |
| STATE FILING FEES | $1,575 | $0 | $1,575 |
| WEBSITE DESIGN AND MAINTENANCE | $14,725 | $0 | $14,725 |
| INTERNET AND TELEPHONE | $12,429 | $0 | $12,429 |
| DUES & SUBSCRIPTIONS | $21,901 | $0 | $21,901 |
| FURNITURE & EQUIPMENT | $10,151 | $0 | $10,151 |
| INSURANCE | $31,112 | $0 | $31,112 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAMMATIC RENTAL INCOME | Desc |
| Revenue And Expenses Per Books | $110,038 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $110,038 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $110,038 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $78,897,406 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANA CLAUDIA SIMONES LIMA - ABRAS CONSULTING | $15,000 | $0 | $15,000 |
| BANK OF AMERICA PRIVATE BANK - INVESTMENT MANAGEMENT FEES | $274,143 | $274,143 | $0 |
| MORGAN STANLEY - INVESTMENT MANAGEMENT FEES | $59,515 | $59,515 | $0 |
| NORTHERN TRUST - INVESTMENT MANAGEMENT FEES | $364,712 | $364,712 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $485,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |