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ELEVATE PRIZE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ELEVATE PRIZE FOUNDATION INC (EIN 82-4411649)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202133199349108578
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T17:30:07-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 FIRST ST SE STE 800AddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP524011512ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN824411649EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ELEVATE PRIZE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELEVBusinessNameControlTxt
Phone7817360700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11111 LINCOLN ROAD NO 500AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH S DEITCHPersonNm
Person TitleDIRECTOR & PRESIDENTPersonTitleTxt
Phone7817360700PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPHPersonFirstNm
Person LastDEITCHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNA HULSPreparerPersonNm
PTINP01315330PTIN
Phone3192985333PhoneNum
Preparation2021-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,673,831FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$145,466ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$308,104DividendsRevAndExpnssAmt
Dividends Net Invst Incm$308,104DividendsNetInvstIncmAmt
Dividends Adj Net Incm$308,104DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$427,799NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,579,818GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$427,799CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Gross Sales Less Ret And Allwnc$914GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$4,660CostOfGoodsSoldAmt
Gross Profit Rev And Expnss-$3,746GrossProfitRevAndExpnssAmt
Gross Profit Adj Net Incm-$3,746GrossProfitAdjNetIncmAmt
Other Income Rev And Expnss$8,586OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$886,209TotalRevAndExpnssAmt
Total Net Invst Incm$735,903TotalNetInvstIncmAmt
Total Adj Net Incm$304,358TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$780,390OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$780,390OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$92,783PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$92,783PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$157,541LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$157,541LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$23,186AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$23,186AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,307,889OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,307,889OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$89,094TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,040TaxesNetInvstIncmAmt
Taxes Adj Net Incm$4,040TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$45,054TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,079DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$12,738OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$12,738OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$11,366TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$11,366TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$702,239OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$701,412OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,179,305TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,040TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,040TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,132,359TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,260,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,260,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,439,305TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,040TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,040TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,392,359TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,553,096ExcessRevenueOverExpensesAmt
Net Investment Income$731,863NetInvestmentIncomeAmt
Adjusted Net Income$300,318AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$74,350CashBOYAmt
Cash EOY$207,036CashEOYAmt
Cash EOYFMV$207,036CashEOYFMVAmt
Inventories EOY$140,806InventoriesEOYAmt
Inventories EOYFMV$140,806InventoriesEOYFMVAmt
Corporate Stock BOY$6,636,240CorporateStockBOYAmt
Corporate Stock EOY$5,799,791CorporateStockEOYAmt
Corporate Stock EOYFMV$5,799,791CorporateStockEOYFMVAmt
Corporate Bonds BOY$8,867,130CorporateBondsBOYAmt
Corporate Bonds EOY$6,517,038CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,517,038CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$11,239LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,079LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$9,160LandEOYAmt
Land EOYFMV$9,160LandEOYFMVAmt
Total Assets BOY$15,577,720TotalAssetsBOYAmt
Total Assets EOY$12,673,831TotalAssetsEOYAmt
Total Assets EOYFMV$12,673,831TotalAssetsEOYFMVAmt
Accounts Payable BOY$259AccountsPayableBOYAmt
Accounts Payable EOY$2,524AccountsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$53,667OtherLiabilitiesEOYAmt
Total Liabilities BOY$259TotalLiabilitiesBOYAmt
Total Liabilities EOY$56,191TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$15,577,461NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$12,617,640NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$15,577,461TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,617,640TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,577,720TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,673,831TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,577,461TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,553,096ExcessRevenueOverExpensesAmt
Other Increases$593,275OtherIncreasesAmt
Subtotal$12,617,640SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,617,640TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTION2020-12-31$68,338$68,338$68,338
SHORT TERM CAPITAL LOSSES - SEE ATTACHMENT2020-12-31$525,789-$1,980-$1,980$527,769
LONG TERM CAPITAL GAINS - SEE ATTACHMENT2020-12-31$3,985,691$361,441$361,441$3,624,250
FieldValueIRS element (for citing)
Capital Gain Net Income$427,799CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,980NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,173InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,173SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,173TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,000TotalPaymentsAndCreditsAmt
Es Penalty$209EsPenaltyAmt
Overpayment$9,618OverpaymentAmt
Applied To ES Tax$9,618AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://WWW.ELEVATEPRIZE.ORGWebsiteAddressTxt
Individual With BooksCAROLINA GARCIA JAYARMIndividualWithBooksNm
Phone7817360700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11111 LINCOLN ROAD STE 500AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH S DEITCH
1111 LINCOLN ROAD STE 500MIAMI BEACHFL33139DIRECTOR & PRESIDENT4.50$0$0$0
MATTHEW F DEITCH
1111 LINCOLN ROAD STE 500MIAMI BEACHFL33139DIRECTOR & VICE PRESIDENT1.00$0$0$0
ERIC B BRENMAN
20 WILLIAM STREET SUITE 130WELLESLEYMA02481DIRECTOR & SECRETARY/TREASURER1.50$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CAROLINA GARCIA JAYARAM
1111 LINCOLN ROAD STE 500MIAMI BEACHFL33139EXECUTIVE DIRECTOR40.00$361,692$29,250$0
RUTH GAVIRIA
1111 LINCOLN ROAD STE 500MIAMI BEACHFL33139CHIEF MARKETING OFFI40.00$167,717$26,308$7,430
MATTHEW MINOR
1111 LINCOLN ROAD STE 500MIAMI BEACHFL33139SENIOR PROGRAMS DIRE40.00$97,297$0$0
LARA MOSKO
1111 LINCOLN ROAD STE 500MIAMI BEACHFL33139MARKETING DIRECTOR40.00$75,350$649$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
SHAREABILITY INC
4120-B DEL REY AVEMARINA DEL REYCA90292MARKETING$774,000
MIT SOLVE
600 TECHNOLOGY SQUARE THIRD FLOORCAMBRIDGEMA02139SOCIAL IMPACT INNOVATION$760,000
WONDROS (HUNGRY HEART MEDIA INC)
8330 W 3RD STREETLOS ANGELESCA90048INNOVATION CONSULTING$159,972
BOX CREATIVE
BRAND DESIGN$149,06513491-1353 LONDON ROAD LEIGH ON SEAESSEX SS ABUK
HOLLAND & KNIGHT LLP
524 GRAND REGENCY BOULEVARDBRANDFL33510LEGAL SERVICES$132,482
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1"ELEVATE PRIZE" AWARDS GRANTS TO INDIVIDUALS PURSUANT TO IRC 4945(G)(3) AND ORGANIZATIONS IN ONE OR MORE OF THE AREAS OF: RELIEF OF THE POOR,DISASTER RELIEF, HEALTHCARE, AFFORDABLE HOUSING, EDUCATION, RELIGION, ARTS, SCIENTIFIC RESEARCH, AND ENVIRONMENTAL PROTECTION. SUPPORT SERVICES SUCH AS PROFESSIONAL MANAGEMENT AND DEVELOPMENT SERVICES, MENTORSHIP AND COUNSELING, EDUCATIONAL TRAINING, CAPACITY BUILDING, AND CONNECTION WITH EXPERTS ARE PROVIDED BY THE ELEVATE PRIZE FOUNDATION TO THE RECIPIENTS OF FUNDS.Description1Txt
Expenses1$4,132,359Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,755,201AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$475,207AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,230,408TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,230,408AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$213,456CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,016,952NetVlNoncharitableAssetsAmt
Minimum Investment Return$700,848MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,392,359ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,392,359QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,392,359AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2020-07-17PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$300,318CurrentYearAmt
Year1$377,747Year1Amt
Year2$12,179Year2Amt
Year3$0Year3Amt
Total$690,244TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$255,270CurrentYearAmt
Year1$321,085Year1Amt
Year2$10,352Year2Amt
Year3$0Year3Amt
Total$586,707TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$4,392,359CurrentYearAmt
Year1$700,100Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$5,092,459TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$260,000CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$260,000TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$4,132,359CurrentYearAmt
Year1$700,100Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$4,832,459TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$467,232CurrentYearAmt
Year1$387,595Year1Amt
Year2$12,220Year2Amt
Year3$0Year3Amt
Total$867,047TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH S DEITCHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCAROLINA JAYARAMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11111 LINCOLN ROAD STE 500AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7817360700RecipientPhoneNum
Recipient Email AddressGO TO WWW.ELEVATEPRIZE.ORGRecipientEmailAddressTxt
Form And Info And MaterialsFOR INFORMATION GO TO WWW.ELEVATEPRIZE.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesFOR INFORMATION GO TO WWW.ELEVATEPRIZE.ORGSubmissionDeadlinesTxt
Restrictions On AwardsFOR INFORMATION GO TO WWW.ELEVATEPRIZE.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
MILLENIUM CAMPUS NETWORK
42 FAIRFIELD STREETNEWTONMA02460N/APCSPONSOR MILLENNIUM FELLOWSHIP SUMMIT$10,000
DRAPER RICHARDS KAPLAN FOUNDATION
1600 EL CAMINO REAL STE 155MENLO PARKCA94025N/APCGENERAL OPERATING$250,000
KOKETSO MOETI - AMANDLAMOBI
N/AIELEVATE PRIZE PROGRAM - IMPROVING THE LIVES OF LOW INCOME BLACK WOMEN$25,00069 SOMERSET RDKENSINGTON JOHANNESBURGJOHANNESBURGSF2094
A BREEZE OF HOPE
PO BOX 148ESSINGTONPA19029N/APCELEVATE PRIZE PROGRAM - TO INCREASE OPERATIONAL AND RESOURCE DEVELOPMENT CAPACITY$75,000
SANKU
N/ANCELEVATE PRIZE PROGRAM - TO SUPPORT PROJECT HEALTHY CHILDREN$50,000143 NORTH MARSHALL MT RDMARSHALL MOUNTASNSW 2530
FELIX BROOKS-CHURCH - SANKU
N/AIELEVATE PRIZE PROGRAM - TO SUPPORT PROJECT HEALTHY CHILDREN$25,000143 NORTH MARSHALL MT RDMARSHALL MOUNTASNSW 2530
AMANDLAMOBI
N/APCELEVATE PRIZE PROGRAM - IMPROVING THE LIVES OF LOW INCOME BLACK WOMEN$50,00069 SOMERSET RDKENSINGTON JOHANNESBURGJOHANNESBURGSF2094
RISE
1111 LINCOLN RD STE 500MIAMI BEACHFL33139N/APCELEVATE PRIZE PROGRAM - TO SUPPORT THE DEVELOPMENT, LAUNCH, AND EXECUTION OF RISE JUSTICE LABS FIRST AND SECOND COHORTS$50,000
AMANDA NGUYEN - RISE
1111 LINCOLN RD STE 500MIAMI BEACHFL33139N/AIELEVATE PRIZE PROGRAM - TO SUPPORT THE DEVELOPMENT, LAUNCH, AND EXECUTION OF RISE JUSTICE LABS FIRST AND SECOND COHORTS$25,000
GUITARS OVER GUNS
169 E FLAGLER ST STE 1134MIAMIFL33131N/APCELEVATE PRIZE PROGRAM - TO INCREASE PRESENCE ON A NATIONAL SCALE BY SERVING 10,000 STUDENTS IN 10 YEARS - OFFERS STUDENTS IN THE MOST VULNERABLE COMMUNITIES MUSIC EDUCATION AND MENTORSHIP$50,000
CHAD BERNSTEIN - GUITARS OVER GUNS
169 E FLAGLER ST STE 1134MIAMIFL33131N/AIELEVATE PRIZE PROGRAM - TO INCREASE PRESENCE ON A NATIONAL SCALE BY SERVING 10,000 STUDENTS IN 10 YEARS - OFFERS STUDENTS IN THE MOST VULNERABLE COMMUNITIES MUSIC EDUCATION AND MENTORSHIP$25,000
SEHAT KAHANI
N/ANCELEVATE PRIZE PROGRAM - TO EMPOWER FEMALE DOCTORS WHILE DIGITIZING HEALTHCARE IN PAKISTAN$50,000401/402 4TH FLOOR PLOT 43-CBUKHARI KARACHI CITY SINDPK75500
IFFAT ZAFAR - SEHAT KAHANI
N/AIELEVATE PRIZE PROGRAM - TO EMPOWER FEMALE DOCTORS WHILE DIGITIZING HEALTHCARE IN PAKISTAN$25,000401/402 4TH FLOOR PLOT 43-CBUKHARI KARACHI CITY SINDPK75500
SIMPRINTS
N/APCELEVATE PRIZE PROGRAM - TO SUPPORT A SOLUTION TO VERIFY THE DELIVERY OF EVERY SINGLE COVID VACCINE TO BE ADMINISTRED IN LMIC'S$75,00075 LOVELL ROADCAMBRIDGEGREAT BRITAINUKCB42QW
DIXON CHIBANDA - FRIENDSHIP BENCH
N/AIELEVATE PRIZE PROGRAM - DEVELOPMENT OF GRANDMAS IN ZIMBABWE COMMUNITIES$25,0004 WEALE ROADMILTON PARKZIHARARE
FRIENDSHIP BENCH
N/APCELEVATE PRIZE PROGRAM - DEVELOPMENT OF GRANDMAS IN ZIMBABWE COMMUNITIES$50,0004 WEALE ROADMILTON PARKZIHARARE
RETHINK
PO BOX 1341TALLAHASSEEFL32302N/APCELEVATE PRIZE PROGRAM - TO SUPPORT RETHINK TECHNOLOGY$75,000
ADYAN FOUNDATION
N/APCELEVATE PRIZE PROGRAM - TO SUPPORT TAADUDIYA ONLINE PLATFORM WHICH PROVIDES HIGH-QUALITY MEDIA CONTENT, RESEARCH, AND TRAINING ON ISSUES RELATED TO PLURALISM$75,0006TH FL CHARLES HELOU STSIN EL FILLE1202
WATER FOR SOUTH SUDAN INC
3220 N STREET NW SUITE 302WASHINGTONDC20007N/APCELEVATE FELLOW - TO PROVIDE ACCESS TO SAFE WATER IN RURAL SOUTH SUDANESE VILLAGES$50,000
IDEAS BEYOND BORDERS
244 FIFTH AVENUE SUITE 2594NEW YORKNY10001N/APCELEVATE FELLOW - TO PROVIDE PREVIOUSLY INACCESSIBLE CONTENT ON ENLIGHTENMENT TOPICS TO ARAB YOUTH LIVING IN THE MENA REGION$50,000
LIFE CAMP INC
111-12 SUTPHIN BLVDJAMAICANY11435N/APCELEVATE FELLOW - TO SUPPORT LIFE CAMP'S VIOLENCE INTERVENTION AND PREVENTION PROGRAMMING$50,000
SOURCE CODE
N/ANCELEVATE FELLOW - TO SUPPORT A HEALTH PLATFORM WITH NO BARRIER TO ENTRY THAT WILL PROVIDE PERTINENT MINISTRY OF HEALTH APPROVED INFORMATION TO REMOTE AREAS IN MOZAMBIQUE$50,000BAIRRO DA COOP AQUINO DE BRAGANCAMAPUTOMZANTIGA RUA G NO 108
NORTH LAWNDALE EMPLOYMENT NETWORK
906 S HOMAN AVE 7TH FLOORCHICAGOIL60624N/APCELEVATE FELLOW - TO ADDRESS THE UNMET SOCIAL NEED OF REINTEGRATION THROUGH A MARKET-DRIVEN SOLUTION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,260,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
A BREEZE OF HOPE
PO BOX 148ESSINGTONPA19029N/APCELEVATE PRIZE PROGRAM - TO INCREASE OPERATIONAL AND RESOURCE DEVELOPMENT CAPACITY$225,000
SANKU
N/ANCELEVATE PRIZE PROGRAM - TO SUPPORT PROJECT HEALTHY CHILDREN$225,000143 NORTH MARSHALL MT RDMARSHALL MOUNTASNSW 2530
AMANDLAMOBI
N/APCELEVATE PRIZE PROGRAM - TO IMPROVE THE LIVES OF LOW INCOME BLACK WOMEN$225,00069 SOMERSET RDKENSINGTON JOHANNESBURGSF2094JOHANNESBURG
RISE
1111 LINCOLN RD STE 500MIAMI BEACHFL33139N/APCELEVATE PRIZE PROGRAM - TO SUPPORT THE DEVELOPMENT, LAUNCH, AND EXECUTION OF RISE JUSTICE LABS FIRST AND SECOND COHORTS$225,000
GUITARS OVER GUNS
169 E FLAGLER ST STE 1134MIAMIFL33131N/APCELEVATE PRIZE PROGRAM - TO INCREASE PRESENCE ON A NATIONAL SCALE BY SERVING 10,000 STUDENTS IN 10 YEARS - OFFERS STUDENTS IN THE MOST VULNERABLE COMMUNITIES MUSIC EDUCATION AND MENTORSHIP$225,000
SEHAT KAHANI
N/ANCELEVATE PRIZE PROGRAM - TO EMPOWER FEMALE DOCTORS WHILE DIGITIZING HEALTHCARE IN PAKISTAN$225,000401/402 4TH FLOOR PLOT 43-CBUKHARI KARACHI CITY SINDPK75500
FRIENDSHIP BENCH
N/APCELEVATE PRIZE PROGRAM - DEVELOPMENT OF GRANDMAS IN ZIMBABWE COMMUNITIES$225,0004 WEALE ROADMILTON PARKZIHARARE
RETHINK
PO BOX 1341TALLAHASSEEFL32302N/APCELEVATE PRIZE PROGRAM - TO SUPPORT RETHINK TECHNOLOGY$225,000
SIMPRINTS
N/APCELEVATE PRIZE PROGRAM - TO SUPPORT A SOLUTION TO VERIFY THE DELIVERY OF EVERY SINGLE COVID VACCINE TO BE ADMINISTRED IN LMIC'S$225,00075 LOVELL ROADCAMBRIDGEUKCB42QWGREAT BRITAIN
ADYAN FOUNDATION
N/APCELEVATE PRIZE PROGRAM - TO SUPPORT TAADUDIYA ONLINE PLATFORM WHICH PROVIDES HIGH-QUALITY MEDIA CONTENT, RESEARCH, AND TRAINING ON ISSUES RELATED TO PLURALISM$225,0006TH FL CHARLES HELOU STSIN EL FILLE1202
DRAPER RICHARDS KAPLAN FOUNDATION
1600 EL CAMINO REAL STE 155MENLO PARKCA94025N/APCGENERAL OPERATING$750,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$3,000,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$308,104ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$8,586ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$427,799ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Exclusion05ExclusionCd
Exclusion-$3,746ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$740,743ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$740,743TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOSEPH S DEITCHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1100 SOUTH POINTE DRIVEAddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Total Contributions$145,466TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyBOOK RIGHTSNoncashPropertyDesc
Fair Market Value$145,466FairMarketValueAmt
Received2020-04-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$23,186Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$23,186DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
SEHAT KAHANI
IFFAT ZAFAR AGA OFFICE 401/402 4THFLOOR PLOT 43-CBUKHARI KARACHI CITYPAKISTANPK755002020-12-02$50,000TO EMPOWER FEMALE DOCTORS WHILE DIGITIZING HEALTHCARE IN PAKISTAN.$50,000CONFIRMED NO DIVERSIONSREPORTS RECEIVED 10/1/21THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OF THE REPORT. VERIFICATION IS DONE THROUGHOUT THE PROCESS AS ELEVATE PRIZE PROVIDES VARSIOUS SERVICES TO GRANTEE THROUGH THE GRANT TIME PERIOD.
SANKU
143 NORTH MARSHALL MT RD MARSHALLMOUNT NSW 2530AUSTRALIAAUSTRALIAAS25302020-12-02$50,000TO SUPPORT PROJECT HEALTHY CHILDREN$50,000CONFIRMED NO DIVERSIONSREPORT RECEIVED 09/30/21THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OF THE REPORT. VERIFICATION IS DONE THROUGHOUT THE PROCESS AS ELEVATE PRIZE PROVIDES VARSIOUS SERVICES TO GRANTEE THROUGH THE GRANT TIME PERIOD.
SOURCE CODE
BAIRRO DA COOP AQUINO DE BRAGANCAANTIGA RUA G NO 108MAPUTOMOZAMBIQUEMZ2020-12-15$50,000TO SUPPORT A HEALTH PLATFORM WITH NO BARRIER TO ENTRY THAT WILL PROVIDE PERTINENT MINISTRY OF HEALTH APPROVED INFORMATION TO REMOTE AREAS IN MOZAMBIQUE.$50,000CONFIRMED NO DIVERSIONSREPORT RECEIVED 09/30/21THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OF THE REPORT. VERIFICATION IS DONE THROUGHOUT THE PROCESS AS ELEVATE PRIZE PROVIDES VARSIOUS SERVICES TO GRANTEE THROUGH THE GRANT TIME PERIOD.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK CREDIT STRATEGIES INCM CL I$459,457$459,457
COLUMBIA QUALITY INCOME FUND ADV$1,125,294$1,125,294
PAX WORLD HIGH YIELD BOND INSTITL CL$610,149$610,149
PGIM TOTAL RETURN BOND FUND CL Z$1,055,227$1,055,227
PIMCO INT'L BOND FUND$340,379$340,379
PIMCO LOW DURATION ESG FUND INST'L$1,004,778$1,004,778
PIMCO SHORT ASSET INVESTMENT FUND INST$533,231$533,231
THORNBURG STRATEGIC INCOME FUND CL I$352,024$352,024
TIAA-CREF SOCIAL CHOICE BOND INST'L$1,036,499$1,036,499

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BOSTON TRUST SMALL CAP FUND$665,927$665,927
BROWN ADVISORY SUSTAIN GROWTH INV$1,151,571$1,151,571
CALVERT US LRG CAP$1,201,795$1,201,795
CRM MID-CAP VALUE FD-INSTITUTIONAL$672,618$672,618
HARTFORD SCHRODERS EMERG MRKTS EQUITY CL I$428,384$428,384
PARNASSUS CORE EQUITY INST'L$665,867$665,867
PAX MSCI EAFE ESG LEADERS INDEX INST'L$1,013,629$1,013,629

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$157,541LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$157,541DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RECRUITING EXPENSE$24,929$0$0$24,929
PAYROLL EXPENSES$3,769$0$0$3,769
MEALS$1,653$0$0$826
OFFICE SUPPLIES$1,793$0$0$1,793
DUES AND SUBSCRIPTIONS$30,099$0$0$30,099
EQUIPMENT EXPENSE$3,456$0$0$3,456
BUSINESS INSURANCE$6,685$0$0$6,685
SHIPPING EXPENSES$622$0$0$622
PROGRAM SUPPORT/AWARDS EXPENSES$104,058$0$0$104,058
ADVERTISING EXPENSE$38,683$0$0$38,683
MISCELLANEOUS EXPENSE$18,492$0$0$18,492
PROGRAM EXPENSES - ANNUAL LAUNCH$450,000$0$0$450,000
SOCIAL MEDIA TOOLKIT - PROGRAM EXPENSES$18,000$0$0$18,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTIES$3,586$0$0
SPEAKING ENGAGEMENTS$5,000$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ADJUSTMENTDesc
Amt$593,275Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
WINNERS TAX LIABILITY$0$52,500
IL STATE WITHHOLDING$0$1,167

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES - BRAND DESIGN$105,800$0$0$105,800
CONSULTING FEES - WEBSITE DESIGN$32,400$0$0$32,400
CONSULTING FEES - PUBLIC RELATIONS/SOCIAL MEDIA$417,726$0$0$417,726
CONSULTING FEES - MIT SOLVE$400,000$0$0$400,000
CONSULTING FEES - OTHER PROFESSIONAL SERVICES$307,963$0$0$307,963
PROGRAM SERVICES - ELEVATE ACADEMY$44,000$0$0$44,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$45,054$0$0$45,054
FEDERAL TAXES$40,000$0$0$0
FOREIGN TAXES$4,040$4,040$4,040$0