THE STANLEY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE STANLEY FOUNDATION (EIN 42-6071036)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349107728
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:01:00-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1545 Associates Dr Ste 101 | AddressLine1Txt |
| City | Dubuque | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 520022299 | 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 | 426071036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Stanley Foundation dba | BusinessNameLine1Txt |
| Business Name Line2 | Stanley Center for Peace and Security | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 5632641500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 Iowa Avenue | AddressLine1Txt |
| City | Muscatine | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52761 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick Keith Porter | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5632641500 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Patrick | PersonFirstNm |
| Person Last | Keith Porter | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carmen Krantz CPA | PreparerPersonNm |
| PTIN | P00031958 | PTIN |
| Phone | 5635561790 | PhoneNum |
| Preparation | 2021-11-10 | 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 | $147,886,685 | 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 | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,367 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,367 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,367 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,710,883 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,749,784 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,749,784 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,475,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,176,225 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,475,745 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $44,305 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,305 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $44,305 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,234,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,246,201 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,795,456 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $660,014 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $4,265 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $655,749 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,178,174 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $7,614 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,170,560 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $524,597 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $524,597 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $71,478 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $71,478 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,134 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,067 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,067 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $716,061 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $467,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $248,999 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,845 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,845 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $80,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $31,351 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $289,420 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $289,420 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $77,371 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $77,371 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $29,916 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $29,916 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $728,813 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $728,813 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,423,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $485,974 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,879 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,893,970 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,443,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $485,974 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,879 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,913,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,791,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,760,227 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,783,577 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,595 | CashBOYAmt |
| Cash EOY | $42,158 | CashEOYAmt |
| Cash EOYFMV | $42,158 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,277,789 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,978,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,978,245 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $10,112 | AcctRcvblBOYAmt |
| Other Investments BOY | $99,808,578 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103,415,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $144,300,127 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,096,531 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $530,376 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $126,169 | LandBOYAmt |
| Land EOY | $566,155 | LandEOYAmt |
| Land EOYFMV | $566,155 | LandEOYFMVAmt |
| Total Assets BOY | $102,257,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,002,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,886,685 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $58,235 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,879 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $58,235 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,879 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $102,199,008 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $106,990,284 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,199,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $106,990,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,257,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,002,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,199,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,791,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $106,990,284 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $106,990,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $24,176,225 | GrossSalesPriceAmt |
| Cost Or Other Basis | $18,700,480 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,475,745 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,475,745 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,475,745 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121,767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $121,767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $121,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $95,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $166,920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $45,153 | OverpaymentAmt |
| Applied To ES Tax | $45,153 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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.stanleycenter.org | WebsiteAddressTxt |
| Individual With Books | Cassie Batzkiel | IndividualWithBooksNm |
| Phone | 5632641500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 Iowa Avenue | AddressLine1Txt |
| City | Muscatine | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52761 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| Patrick Keith Porter | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | President | 40.00 | $257,021 | $38,109 | $300 |
| Jennifer Smyser | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | VP/Director of Policy Programming | 40.00 | $160,000 | $27,888 | $0 |
| Patricia Papke | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | VP/Secretary | 40.00 | $124,493 | $12,733 | $300 |
| Cassie Batzkiel | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Director of Finance/Treasurer | 40.00 | $118,500 | $14,743 | $238 |
| Lynne Stanley | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Vice Chair/Director/Member | 1.30 | $0 | $0 | $0 |
| Brian Hanson | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Chair/Director/Member | 2.00 | $0 | $0 | $0 |
| Donna Buckles | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Director/Member | 2.00 | $0 | $0 | $0 |
| Wayne Moyer | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Director/Member | 1.30 | $0 | $0 | $0 |
| Elizabeth Shriver | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Director/Member | 1.30 | $0 | $0 | $0 |
| Joseph Stanley | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Director/Member | 1.30 | $0 | $0 | $0 |
| Nathan Woodliff-Stanley | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Director/Member | 1.50 | $0 | $0 | $0 |
| Lori Zook-Stanley | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Director/Member | 1.10 | $0 | $0 | $0 |
| Warren Heidbreder | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Director/Member | 1.50 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| Mark Seaman | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Director, Communicat | 40.00 | $101,400 | $16,993 | $450 |
| Devon Terrill | ||||||||
| 209 Iowa avenue | Muscatine | IA | 52761 | Program Officer | 40.00 | $86,314 | $21,790 | $0 |
| Benjamin Loehrke | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Program Officer | 40.00 | $84,575 | $21,396 | $426 |
| Rei Tang | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Program Officer | 40.00 | $83,200 | $12,723 | $55 |
| Kelsey Shantz | ||||||||
| 209 Iowa Avenue | Muscatine | IA | 52761 | Creative Director | 40.00 | $75,300 | $15,977 | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| Loomis Sayles & Company | ||||||||
| One Financial Center | Boston | MA | 02111 | Investment Advisory Fees | $128,319 | |||
| Arabella Advisors | ||||||||
| 1201 connecticut Ave NW Ste 300 | Washington | DC | 20036 | Governance Consulting | $97,950 | |||
| Gallagher Fiduciary Advisors | ||||||||
| 310 Grant St Ste 3000 | Pittsburgh | PA | 15219 | Investment Adisory Fees | $97,000 | |||
| The New Humanitarian | ||||||||
| Project Managment Fee | $75,000 | Rue de Varembe 3 CH-1202 | Geneve | SZ | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Stanley Foundation seeks a secure peace with freedom and justice, built on global citizenship and effective global governance and advances multilateral action to create fair, just, and lasting solutions to critical issues of peace and security. | Description1Txt |
| Expenses1 | $3,888,782 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $123,377,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,430,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,808,006 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,808,006 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,887,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,920,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,196,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,913,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $471,337 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $4,385,157 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,385,157 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1972-03-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,783,577 | CurrentYearAmt |
| Year1 | $4,947,933 | Year1Amt |
| Year2 | $4,128,787 | Year2Amt |
| Year3 | $3,771,351 | Year3Amt |
| Total | $16,631,648 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,216,040 | CurrentYearAmt |
| Year1 | $4,205,743 | Year1Amt |
| Year2 | $3,509,469 | Year2Amt |
| Year3 | $3,205,648 | Year3Amt |
| Total | $14,136,901 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,385,157 | CurrentYearAmt |
| Year1 | $5,194,135 | Year1Amt |
| Year2 | $5,375,598 | Year2Amt |
| Year3 | $4,282,761 | Year3Amt |
| Total | $19,237,651 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,850 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $19,850 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,365,307 | CurrentYearAmt |
| Year1 | $5,194,135 | Year1Amt |
| Year2 | $5,375,598 | Year2Amt |
| Year3 | $4,282,761 | Year3Amt |
| Total | $19,217,801 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,130,696 | CurrentYearAmt |
| Year1 | $4,091,113 | Year1Amt |
| Year2 | $4,111,370 | Year2Amt |
| Year3 | $3,906,552 | Year3Amt |
| Total | $16,239,731 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Community Foundation of Johnson County | |||||||
| 501 12th Ave Ste 102 | Coralville | IA | 52241 | None | PC | COVID-19 fund | $2,500 |
| Community Foundation of Muscatine County | |||||||
| 104 W 2nd St | Muscatine | IA | 52761 | None | PC | COVID-19 fund | $2,500 |
| Community Foundation of Johnson County | |||||||
| 501 12th Ave Ste 102 | Coralville | IA | 52241 | None | PC | Inclusivity Fund | $5,000 |
| Community Foundation of Muscatine County | |||||||
| 104 W 2nd St | Muscatine | IA | 52761 | None | PC | Racial Justice Fund | $5,000 |
| Community Foundation of Johnson County | |||||||
| 501 12th Ave Ste 102 | Coralville | IA | 52241 | None | PC | Inclusivity Fund | $1,475 |
| Community Foundation of Muscatine County | |||||||
| 104 W 2nd St | Muscatine | IA | 52761 | None | PC | Racial Justice Fund | $2,375 |
| Wyoming Community Foundation | |||||||
| 1472 N 5th St | Laramie | WY | 82072 | None | PC | WY Equality Fund | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FFCRA Credits | Desc |
| Related Or Exempt Function Incm | $25,000 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,367 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,710,883 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,305 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,475,745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,207,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,232,300 | 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 | The FFCRA Credit allocable to program activities | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and audit fees | CategoryTxt |
| Amt | $34,134 | Amt |
| Net Investment Income | $17,067 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,067 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Vanguard Index 500 Fund | AT COST | $9,753,404 | $25,917,500 |
| Vanguard Windsor II Fund | AT COST | $22,175,857 | $26,609,663 |
| Goldman Sachs | AT COST | $823,965 | $1,241,967 |
| TAP Fund | AT COST | $2,155,490 | $1,557,211 |
| DFA Emerging Markets | AT COST | $5,779,881 | $7,389,996 |
| Vanguard REIT Index Fund | AT COST | $5,773,265 | $7,016,129 |
| DYAL II Offshore Investors | AT COST | $2,145,452 | $1,862,928 |
| Entrust | AT COST | $1,133,646 | $1,616,995 |
| Causeway | AT COST | $13,522,455 | $14,016,773 |
| Loomis Sayles | AT COST | $11,878,276 | $23,800,323 |
| BLACKSTONE | AT COST | $4,836,906 | $5,617,413 |
| ABS | AT COST | $2,003,765 | $2,396,424 |
| WELLINGTON SMALL CAP | AT COST | $5,078,617 | $7,008,530 |
| HAMILTON LANE | AT COST | $2,223,596 | $2,314,094 |
| William Blair International Leaders Fund | AT COST | $14,131,030 | $15,934,181 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Leasehold improvements | $145,036 | $145,036 | $0 | |
| Equipment & fixtures | $518,501 | $385,340 | $133,161 | $133,161 |
| Construction in Progress | $432,994 | $0 | $432,994 | $432,994 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $71,478 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $71,478 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Insurance | $32,234 | $0 | $0 | $32,234 |
| Maintenance | $3,352 | $0 | $0 | $3,352 |
| Outside Services | $62,107 | $0 | $0 | $62,107 |
| Dues and Subscriptions | $26,412 | $0 | $0 | $26,412 |
| Miscellaneous | $4,937 | $0 | $0 | $4,937 |
| Supplies | $6,825 | $0 | $0 | $6,825 |
| Telephone | $46,313 | $0 | $0 | $46,313 |
| Recruitment | $4,155 | $0 | $0 | $4,155 |
| Fees | $375,949 | $0 | $0 | $375,949 |
| Postage | $3,632 | $0 | $0 | $3,632 |
| Purchases | $703 | $0 | $0 | $703 |
| Advertising | $199 | $0 | $0 | $199 |
| Honoraria and Stipends | $41,592 | $0 | $0 | $41,592 |
| Housing and Board | $114,303 | $0 | $0 | $114,303 |
| Audio Visual | $6,100 | $0 | $0 | $6,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other investment income | $19,305 | $19,305 | $19,305 |
| FFCRA Credits | $25,000 | $25,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Broker fees | $433,248 | $433,248 | $0 | $0 |
| Consultants | $248,999 | $0 | $0 | $248,999 |
| Other Investment Expense | $33,814 | $33,814 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign tax | $1,845 | $1,845 | $0 | $0 |
| Federal Excise Tax | $80,000 | $0 | $0 | $80,000 |