ENDEAVOR FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ENDEAVOR FOUNDATION INC (EIN 13-6147952)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-26
- IRS object ID
- 202141169349100044
- 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
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2021-04-26T15:18:32-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 136147952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ENDEAVOR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENDE | BusinessNameControlTxt |
| Phone | 2125346620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE J KIDD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125346620 | PhoneNum |
| Signature | 2021-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | KIDD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE JOHNSON | PreparerPersonNm |
| PTIN | P00757336 | PTIN |
| Phone | 2123721000 | PhoneNum |
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 | $338,138,728 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,911,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,911,428 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $697,691 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,678,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $697,691 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,504 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,610,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,609,183 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $342,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $324,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $280,971 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $280,971 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $97,508 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $97,508 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,937 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,937 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $434,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $152,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $282,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $693,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $499,694 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $193,816 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $259,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,018 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $267,875 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $267,875 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $322 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $322 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $220 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $220 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $444,502 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $444,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,846,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $680,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,917,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,567,389 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,567,389 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,413,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $680,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,485,190 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,197,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,928,271 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,348 | CashBOYAmt |
| Cash EOY | $91,768 | CashEOYAmt |
| Cash EOYFMV | $91,768 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,614,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,858,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,858,223 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $322,746,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $323,438,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $323,438,085 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,672,829 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,672,829 | LandBOYAmt |
| Land EOY | $3,672,829 | LandEOYAmt |
| Land EOYFMV | $3,672,829 | LandEOYFMVAmt |
| Other Assets BOY | $75,401 | OtherAssetsBOYAmt |
| Other Assets EOY | $77,823 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $77,823 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $338,207,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $338,138,728 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $338,138,728 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $338,207,244 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $338,138,728 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $338,207,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $338,138,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $338,207,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $338,138,728 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $338,207,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,197,206 | ExcessRevenueOverExpensesAmt |
| Other Increases | $778,826 | OtherIncreasesAmt |
| Subtotal | $344,183,276 | SubtotalAmt |
| Other Decreases | $6,044,548 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $338,138,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $856,450 | $1,233,968 | -$377,518 | -$377,518 |
| PUBLICLY TRADED SECURITIES | P | $1,822,377 | $747,168 | $1,075,209 | $1,075,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $697,691 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $221,403 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $221,403 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $221,403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,000 | 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 | $56,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $165,403 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JULIE J KIDD | IndividualWithBooksNm |
| Phone | 2125346620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JULIE J KIDD | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | PRESIDENT & TREASURER | 40.00 | $342,000 | $2,679 | $0 |
| CHRISTEN L KIDD | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | SECRETARY | 2.00 | $0 | $0 | $0 |
| DONALD W HARWARD | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| ANN B SPENCE | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ASHLEY B KIDD | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | PROGRAM DIRECTOR GRA | 40.00 | $145,000 | $15,535 | $0 |
| CAELA R MURPHY | ||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | PROGRAM ASSISTANT | 40.00 | $85,000 | $15,535 | $0 |
| 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 | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | |||||||||
| 45 ROCKEFELLER PLAZA | NEW YORK | NY | 10011 | CUSTODIAL SERVICES | $555,215 | ||||
| KATHLEEN A SHEA | |||||||||
| 1060 PARK AVENUE | NEW YORK | NY | 10128 | ACCOUNTING / CONSULTING SERVICES | $380,250 | ||||
| RSM US LLP | |||||||||
| 331 WEST 3RD STREET SUITE 200 | DAVENPORT | IA | 52801 | AUDIT/TAX/IT SERVICES | $98,863 | ||||
| PETER J HAJNAL | |||||||||
| CONSULTING - INT'L HIGHER EDUCATION | $58,333 | WORTHER STR7 | BERLIN | GM | 10435 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $289,517,498 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,907,643 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $724,398 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $299,149,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $299,149,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,487,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $294,662,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,733,115 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,733,115 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $221,403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $221,403 | TotalTaxAmt |
| Distributable Before Adj | $14,511,712 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,511,712 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,511,712 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,485,190 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,485,190 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,485,190 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,511,712 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,803,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,611,465 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,327,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,742,392 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,485,190 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $10,485,190 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,511,712 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,511,712 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,715,870 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,715,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,230,680 | ExcessFromYear1Amt |
| Excess From Current Year | $10,485,190 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE J KIDD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125346620 | RecipientPhoneNum |
| Form And Info And Materials | INITIALLY A WRITTEN FORM WITH A BRIEF DESCRIPTION OF THE PROPOSAL. IF REQUESTED, AN INDEPTH PROPOSAL WITH FINANCIAL STATEMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED GUIDELINES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 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 | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 350 ORG | ||||||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 | |||||
| ANTIOCH COLLEGE CORPORATION | ||||||||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | NONE | PC | INNOVATION GRANT | $35,000 | |||||
| ANTIOCH COLLEGE CORPORATION | ||||||||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| ANTIOCH COLLEGE CORPORATION | ||||||||||||
| ONE MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | NONE | PC | ENHANCED HEALTH AND SAFETY MEASURES AND STAFFING | $95,000 | |||||
| ATLANTIC THEATER COMPANY | ||||||||||||
| 76 NINTH AVENUE SUITE 537 | NEW YORK | NY | 10011 | NONE | PC | STAGING SUCCESS PROGRAM | $20,000 | |||||
| BEDFORD 2020 COALITION | ||||||||||||
| PO BOX 812 | BEDFORD HILLS | NY | 10507 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| BENNINGTON COLLEGE CORPORATION | ||||||||||||
| RR 67A | BENNINGTON | VT | 05201 | NONE | PC | COVID-19-RELATED FINANCIAL AID | $75,000 | |||||
| BENNINGTON COLLEGE CORPORATION | ||||||||||||
| RR 67A | BENNINGTON | VT | 05201 | NONE | PC | INNOVATION GRANT | $35,000 | |||||
| BENNINGTON COLLEGE CORPORATION | ||||||||||||
| RR 67A | BENNINGTON | VT | 05201 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| BLACKBURN UNIVERSITY | ||||||||||||
| 700 COLLEGE AVE | CARLINVILLE | IL | 62626 | NONE | PC | INNOVATION GRANT | $35,000 | |||||
| BLACKBURN UNIVERSITY | ||||||||||||
| 700 COLLEGE AVE | CARLINVILLE | IL | 62626 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| BLACKBURN UNIVERSITY | ||||||||||||
| 700 COLLEGE AVE | CARLINVILLE | IL | 62626 | NONE | PC | COVID-19 PREVENTION AND TREATMENT MEASURES | $75,000 | |||||
| BRATISLAVA INTERNATIONAL SCHOOL OF LIBERAL ARTS | ||||||||||||
| NONE | NC | ADVANCING LIBERAL ARTS EDUCATION IN EUROPE AND PROVIDING FUNDING FOR STIPENDS FOR FACULTY RESEARCH | $488,386 | GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | |||||
| BRATISLAVA INTERNATIONAL SCHOOL OF LIBERAL ARTS | ||||||||||||
| NONE | NC | COVID-19-RELATED STUDENT FINANCIAL AID AND CAMPUS UPDATES | $27,787 | GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | |||||
| BROOKLYN COMMUNITY FOUNDATION | ||||||||||||
| 1000 DEAN STREET SUITE 307 | BROOKLYN | NY | 11238 | NONE | PC | BROOKLYN COVID-19 RESPONSE FUND | $200,000 | |||||
| BROWN UNIVERSITY OF PROVIDENCE | ||||||||||||
| 164 ANGELL STREET BOX 1877 | PROVIDENCE | RI | 02912 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $10,000 | |||||
| CANDID | ||||||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $12,000 | |||||
| CENTER FOR DISASTER PHILANTHROPY INC | ||||||||||||
| ONE THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | CDP COVID-19 RESPONSE FUND | $200,000 | |||||
| CENTER FOR INTERNATIONAL MANAGEMENT EDUCATION INC | ||||||||||||
| 1 PILGRIM LANDING RD | OLD LYME | CT | 06371 | NONE | PC | MASTER WATERSHED GRANT PRELIMINARY STUDY | $50,000 | |||||
| CENTRAL PARK CONSERVANCY INC | ||||||||||||
| 14 E 60TH ST 8TH FL | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 | |||||
| CITY HARVEST INC | ||||||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| COALITION FOR THE HOMELESS INC | ||||||||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | NONE | PC | SHELTER MONITORING | $75,000 | |||||
| COALITION FOR THE HOMELESS INC | ||||||||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | NONE | PC | COVID-19 EMERGENCY NEEDS | $100,000 | |||||
| COLLEGE OF THE ATLANTIC | ||||||||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | NONE | PC | CROSS-INSTITUTIONAL DEI AND ANTI-RACISM ACTIVITIES | $87,500 | |||||
| COLLEGE OF THE ATLANTIC | ||||||||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| COLLEGE OF THE ATLANTIC | ||||||||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | NONE | PC | INNOVATION GRANT | $35,000 | |||||
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF | ||||||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | GLOBAL MIGRATION PROJECT | $150,000 | 4524 | ||||
| COMMON CAUSE EDUCATION FUND | ||||||||||||
| 805 15TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | VOTING AND ELECTIONS | $10,000 | |||||
| COMMUNITY-WORD PROJECT INC | ||||||||||||
| 11 BROADWAY SUITE 508 | NEW YORK | NY | 10004 | NONE | PC | EVALUATION PROTOCOL DEVELOPMENT | $90,000 | |||||
| CONNECTICUT COLLEGE | ||||||||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | NONE | PC | CONNECTIONS | $251,514 | |||||
| COUNCIL ON FOUNDATIONS INC | ||||||||||||
| 1255 23RD ST NW SUITE 2000 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $14,000 | |||||
| DE LA SALLE ACADEMY | ||||||||||||
| 322 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| ECOLOGICAL CITIZENS PROJECT INC | ||||||||||||
| 69 S MOUNTAIN PASS | GARRISON | NY | 10524 | NONE | PC | REGENERATIVE COMMUNITIES EXTENSION - PEEKSKILL | $41,956 | |||||
| ECOLOGICAL CITIZENS PROJECT INC | ||||||||||||
| 69 S MOUNTAIN PASS | GARRISON | NY | 10524 | NONE | PC | REGENERATIVE COMMUNITIES EXTENSION - NEWBURGH | $42,192 | |||||
| ECOLOGICAL CITIZENS PROJECT INC | ||||||||||||
| 69 S MOUNTAIN PASS | GARRISON | NY | 10524 | NONE | PC | REGENERATIVE COMMUNITIES APPRENTICESHIP PROGRAM | $30,700 | |||||
| ECOLOGICAL CITIZENS PROJECT INC | ||||||||||||
| 69 S MOUNTAIN PASS | GARRISON | NY | 10524 | NONE | PC | "NEXT STOP NOW" | $14,200 | |||||
| ECOLOGICAL CITIZENS PROJECT INC | ||||||||||||
| 69 S MOUNTAIN PASS | GARRISON | NY | 10524 | NONE | PC | CONVENINGS | $17,300 | |||||
| ECOLOGICAL CITIZENS PROJECT INC | ||||||||||||
| 69 S MOUNTAIN PASS | GARRISON | NY | 10524 | NONE | PC | CLIMATE SMART COMMUNITY | $22,100 | |||||
| ELON UNIVERSITY | ||||||||||||
| PO 398 100 CAMPUS BOX | ELON | NC | 27244 | NONE | PC | BRINGING THEORY TO PRACTICE PROJECT | $200,000 | |||||
| EUROPEAN COLLEGES OF LIBERAL ARTS AND SCIENCES | ||||||||||||
| NONE | NC | PROMOTING THE LIBERAL ARTS AND SCIENCES IN EUROPE | $38,610 | GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | |||||
| FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT INC | ||||||||||||
| PO BOX 654 | TUCSON | AZ | 85232 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| FRANKLIN & MARSHALL COLLEGE | ||||||||||||
| PO BOX 3003 | LANCASTER | PA | 176043003 | NONE | PC | CENTER FOR SUSTAINED ENGAGEMENT WITH LANCASTER | $375,440 | |||||
| FREE SPEECH FOR PEOPLE INC | ||||||||||||
| 48 N PLEASANT ST STE 304 | AMHERST | MA | 01002 | NONE | PC | CAMPAIGN TO RECLAIM US DEMOCRACY | $153,272 | |||||
| FREEDOM FOR IMMIGRANTS | ||||||||||||
| 1322 WEBSTER ST SUITE 300 | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |||||
| FUND FOR PARK AVENUE NEW YORK INC | ||||||||||||
| 445 PARK AVE STE 900 | NEW YORK | NY | 10022 | NONE | PC | HOLIDAY LIGHTING | $1,500 | |||||
| GREAT LAKES COLLEGES ASSOCIATION INC | ||||||||||||
| 535 W WILLIAM ST STE 301 | ANN ARBOR | MI | 48103 | NONE | SO I | GLOBAL LIBERAL ARTS ALLIANCE STRATEGIC INNOVATION FUND | $30,200 | |||||
| GREEN NEW ENGLAND DEAL COUNCIL | ||||||||||||
| 91 WILLIAMS ST | PROVIDENCE | RI | 02906 | NONE | PC | GENERAL OPERATING SUPPORT | $275,000 | |||||
| INCOMMON NON-PROFIT CIVIL COMPANY | ||||||||||||
| NONE | NC | URBAN SUSTAINABILITY & CIRCULARITY LAB | $30,206 | AGIAS SOFIAS 105 | THESSALONIKI | GR | 54633 | |||||
| INCOMMON NON-PROFIT CIVIL COMPANY | ||||||||||||
| NONE | NC | URBAN SUSTAINABILITY & CIRCULARITY LAB | $67,744 | AGIAS SOFIAS 105 | THESSALONIKI | GR | 54634 | |||||
| INCOMMON NON-PROFIT CIVIL COMPANY | ||||||||||||
| NONE | NC | URBAN SUSTAINABILITY & CIRCULARITY LAB | $76,032 | AGIAS SOFIAS 105 | THESSALONIKI | GR | 54635 | |||||
| IROQUOIS INDIAN MUSEUM | ||||||||||||
| PO BOX 7 | HOWES CAVE | NY | 12092 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| MAKE THE ROAD NEW YORK | ||||||||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| NATIONAL VOTE AT HOME INSTITUTE | ||||||||||||
| PO BOX 65752 | WASHINGTON | DC | 20035 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |||||
| NEW YORK PUBLIC RADIO | ||||||||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | THE BRIAN LEHRER SHOW | $75,000 | |||||
| NEW YORK PUBLIC RADIO | ||||||||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | US ELECTION COVERAGE | $25,000 | |||||
| NORTHLAND COLLEGE | ||||||||||||
| 1411 ELLIS AVENUE | ASHLAND | WI | 54806 | NONE | PC | INNOVATION GRANT | $35,000 | |||||
| NORTHLAND COLLEGE | ||||||||||||
| 1411 ELLIS AVENUE | ASHLAND | WI | 54806 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| NORTHLAND COLLEGE | ||||||||||||
| 1411 ELLIS AVENUE | ASHLAND | WI | 54806 | NONE | PC | REMOTE LEARNING-ENABLING TECHNOLOGY UPGRADES | $70,000 | |||||
| PHILANTHROPY NEW YORK INC | ||||||||||||
| 320 E 43RD ST | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $11,050 | |||||
| PHILLIPS ACADEMY | ||||||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $10,000 | |||||
| PINE MANOR COLLEGE | ||||||||||||
| 400 HEATH ST | CHESTNUT HILL | MA | 02467 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| PINE MANOR COLLEGE | ||||||||||||
| 400 HEATH ST | CHESTNUT HILL | MA | 02467 | NONE | PC | INNOVATION GRANT | $35,000 | |||||
| PRESCOTT COLLEGE INC | ||||||||||||
| 220 GROVE AVE | PRESCOTT | AZ | 86301 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| PRESCOTT COLLEGE INC | ||||||||||||
| 220 GROVE AVE | PRESCOTT | AZ | 86301 | NONE | PC | COVID-19-RELATED FINANCIAL AID | $90,000 | |||||
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | ||||||||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $10,000 | |||||
| PRESIDENTS AND FELLOWS OF HARVARD COLLEGE | ||||||||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | NONE | PC | HPAIED GENERAL OPERATING SUPPORT | $310,600 | |||||
| PROTECT DEMOCRACY PROJECT | ||||||||||||
| 2020 PENNSYLVANIA AVE NW STE 163 | WASHINGTON | DC | 20006 | NONE | PC | PROTECTING FREE AND FAIR ELECTIONS | $200,000 | |||||
| RANDOLPH COLLEGE | ||||||||||||
| 2500 RIVERMONT AVE | LYNCHBURG | VA | 24503 | NONE | PC | DIVERSIFICATION OF COUNSELLING STAFF AND TECHNOLOGY UPGRADES | $65,000 | |||||
| RANDOLPH COLLEGE | ||||||||||||
| 2500 RIVERMONT AVE | LYNCHBURG | VA | 24503 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| RANDOLPH COLLEGE | ||||||||||||
| 2500 RIVERMONT AVE | LYNCHBURG | VA | 24503 | NONE | PC | INNOVATION GRANT | $35,000 | |||||
| SOUL OF NATIONS INC | ||||||||||||
| 455 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | SOUL CENTER FOR THE ARTS | $10,000 | |||||
| SOUTHERN COALITION FOR SOCIAL JUSTICE | ||||||||||||
| 1415 WEST NC HIGHWAY 54 SUITE 101 | DURHAM | NC | 27707 | NONE | PC | VOTING RIGHTS | $50,000 | |||||
| ST BERNARDS SCHOOL INC | ||||||||||||
| 4 E 96TH ST | NEW YORK | NY | 10029 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $10,000 | |||||
| ST JOHNS COLLEGE | ||||||||||||
| 60 COLLEGE AVENUE | ANNAPOLIS | MD | 21401 | NONE | PC | INNOVATION GRANT | $35,000 | |||||
| ST JOHNS COLLEGE | ||||||||||||
| 60 COLLEGE AVENUE | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| ST JOHNS COLLEGE IN SANTA FE | ||||||||||||
| 1160 CAMINO CRUZ BLANCA | SANTA FE | NM | 87505 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| ST JOHNS COLLEGE IN SANTA FE | ||||||||||||
| 1160 CAMINO CRUZ BLANCA | SANTA FE | NM | 87505 | NONE | PC | INNOVATION GRANT | $35,000 | |||||
| ST JOHNS COLLEGE IN SANTA FE | ||||||||||||
| 1160 CAMINO CRUZ BLANCA | SANTA FE | NM | 87505 | NONE | PC | ENHANCEMENT OF REMOTE LEARNING DELIVERY | $75,000 | |||||
| STERLING COLLEGE | ||||||||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | NONE | PC | CROSS-INSTITUTIONAL DEI AND ANTI-RACISM ACTIVITIES | $87,500 | |||||
| STERLING COLLEGE | ||||||||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | NONE | PC | THE WENDELL BERRY FARMING PROGRAM | $52,000 | |||||
| STERLING COLLEGE | ||||||||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| TADA THEATRE AND DANCE ALLIANCE INC | ||||||||||||
| 15 W 28TH ST 3RD FL | NEW YORK | NY | 10001 | NONE | PC | RESIDENT YOUTH ENSEMBLE PROGRAM | $50,000 | |||||
| TADA THEATRE AND DANCE ALLIANCE INC | ||||||||||||
| 15 W 28TH ST 3RD FL | NEW YORK | NY | 10001 | NONE | PC | YOUTH THEATER STREAMING CAPABILITY | $53,600 | |||||
| TRINITY EPISCOPAL SCHOOLS CORPORATION | ||||||||||||
| 139 W 91ST ST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $5,000 | |||||
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||||||
| 701 CARNEGIE CTR | PRINCETON | NJ | 08540 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $5,000 | |||||
| UNITY COLLEGE | ||||||||||||
| 90 QUAKER HILL RD | UNITY | ME | 04988 | NONE | PC | DEVELOPMENT OF HYBRID LEARNING PROGRAM | $105,000 | |||||
| UNITY COLLEGE | ||||||||||||
| 90 QUAKER HILL RD | UNITY | ME | 04988 | NONE | PC | INNOVATION GRANT | $35,000 | |||||
| UNITY COLLEGE | ||||||||||||
| 90 QUAKER HILL RD | UNITY | ME | 04988 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| VALUES UNITED | ||||||||||||
| 1250 CONNECTICUT AVE NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| WARREN WILSON COLLEGE | ||||||||||||
| WWC 6376 PO BOX 9000 | ASHEVILLE | NC | 28815 | NONE | PC | HEALTH AND SAFETY MEASURES AND RACIAL JUSTICE ACTIVITIES | $75,000 | |||||
| WARREN WILSON COLLEGE | ||||||||||||
| WWC 6376 PO BOX 9000 | ASHEVILLE | NC | 28815 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| WASHINGTON & LEE UNIVERSITY | ||||||||||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $10,000 | |||||
| WELLS COLLEGE | ||||||||||||
| 170 MAIN ST | AURORA | NY | 13026 | NONE | PC | COVID-19-RELATED FINANCIAL AID | $100,000 | |||||
| WELLS COLLEGE | ||||||||||||
| 170 MAIN ST | AURORA | NY | 13026 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| WELLS COLLEGE | ||||||||||||
| 170 MAIN ST | AURORA | NY | 13026 | NONE | PC | COVID-19 RESPONSE AND RECOVERY | $1,000,000 | |||||
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | ||||||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PC | LIBERTY AND NATIONAL SECURITY | $250,000 | |||||
| WILLIAMS COLLEGE | ||||||||||||
| 100 SPRING ST STE 201 | WILLIAMSTOWN | MA | 01267 | NONE | PC | GENERAL OPERATING SUPPORT (CHARLOTTE JOHNSON FUND) | $10,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| P O BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | PROGRAM ON CLIMATE CHANGE COMMUNICATION | $50,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,567,389 | 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 Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLEGHENY COLLEGE | ||||||||||||
| 520 N MAIN ST | MEADVILLE | PA | 16335 | NONE | PC | LAW & POLICY PROGRAM | $82,690 | |||||
| BEDFORD 2020 COALITION | ||||||||||||
| PO BOX 812 | BEDFORD HILLS | NY | 10507 | NONE | PC | GENERAL OPERATING SUPPORT | $180,000 | |||||
| BENNINGTON COLLEGE CORPORATION | ||||||||||||
| RR 67A | BENNINGTON | VT | 05201 | NONE | PC | THE ENDEAVOR FOUNDATION ENVIRONMENTAL ACTION FELLOWSHIP PROGRAM | $222,500 | |||||
| COALITION FOR THE HOMELESS INC | ||||||||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | NONE | PC | SHELTER MONITORING | $75,000 | |||||
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK TRUSTEES OF | ||||||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | GLOBAL MIGRATION PROJECT | $150,000 | 4524 | ||||
| ELON UNIVERSITY | ||||||||||||
| PO 398 100 CAMPUS BOX | ELON | NC | 27244 | NONE | PC | BRINGING THEORY TO PRACTICE PROJECT | $700,000 | |||||
| FRANKLIN & MARSHALL COLLEGE | ||||||||||||
| PO BOX 3003 | LANCASTER | PA | 176043003 | NONE | PC | CENTER FOR SUSTAINED ENGAGEMENT WITH LANCASTER | $765,000 | |||||
| GREAT LAKES COLLEGES ASSOCIATION INC | ||||||||||||
| 535 W WILLIAM ST STE 301 | ANN ARBOR | MI | 48103 | NONE | SO I | GLOBAL LIBERAL ARTS ALLIANCE STRATEGIC INNOVATION FUND | $69,142 | |||||
| INCOMMON NON-PROFIT CIVIL COMPANY | ||||||||||||
| NONE | NC | URBAN SUSTAINABILITY & CIRCULARITY LAB | $1,226,018 | AGIAS SOFIAS 105 | THESSALONIKI | GR | 54633 | |||||
| INSTITUTE ARTES LIBERALES FOUNDATION | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $800,000 | UL JARACZA 10 LOK 28 | WARSAW | PL | 00-378 | |||||
| INSTITUTE ARTES LIBERALES FOUNDATION | ||||||||||||
| NONE | PC | GENERAL OPERATING SUPPORT | $3,200,000 | UL JARACZA 10 LOK 28 | WARSAW | PL | 00-378 | |||||
| NORTHERN ARIZONA UNIVERSITY FDN INC | ||||||||||||
| PO BOX 40094 | FLAGSTAFF | AZ | 40094 | NONE | PC | SCHOLARSHIP SUPPORT FOR TRIBAL NATION-BUILDING GRADUATE CERTIFICATE STUDENTS | $30,000 | |||||
| OBERLIN COLLEGE | ||||||||||||
| 173 W LORRAIN ST | OBERLIN | OH | 44074 | NONE | PC | STRENGTHENING COURSE OFFERINGS IN ARABIC AND ISLAMIC CULTURE | $180,000 | |||||
| PRESIDENTS AND FELLOWS OF HARVARD COLLEGE | ||||||||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | NONE | PC | HPAIED GENERAL OPERATING SUPPORT | $900,000 | |||||
| SARAH LAWRENCE COLLEGE | ||||||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | NONE | PC | CHRISTIAN A. JOHNSON ENDEAVOR FOUNDATION PROFESSORSHIP IN INTERNATIONAL RELATIONS | $250,000 | |||||
| TADA THEATRE AND DANCE ALLIANCE INC | ||||||||||||
| 15 W 28TH ST 3RD FL | NEW YORK | NY | 10001 | NONE | PC | RESIDENT YOUTH ENSEMBLE PROGRAM | $100,000 | |||||
| VALUES UNITED | ||||||||||||
| 1250 CONNECTICUT AVE NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | ||||||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PC | LIBERTY AND NATIONAL SECURITY | $250,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | EDUCATION STUDIES PROGRAM | $156,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | PROGRAM ON CLIMATE CHANGE COMMUNICATION | $50,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,486,350 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,911,428 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $697,691 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL INCOME TAX REFUND | 01 | $1,440 |
| INTEREST ON TAX REFUND | 01 | $38 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,610,623 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,610,623 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KATHLEEN A. SHEA - BOOKKEEPING | $380,250 | $152,100 | $228,150 |
| RSM US LLP | $54,600 | $0 | $54,600 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ENDEAVOR FOUNDATION, INC. HEREBY ELECTS TO TREAT THE CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS MADE OUT OF CORPUS.SIGNED:_________________________________________________________________________TRUSTEE | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| BRATISLAVA INTERNATIONAL SCHOOL OF LIBERAL ARTS | |||||||||
| GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | 2020-04-06 | $488,386 | TO ADVANCE LIBERAL ARTS EDUCATION IN EUROPE AND PROVIDE FUNDING FOR STIPENDS FOR FACULTY RESEARCH.THE ENDEAVOR FOUNDATION, INC. HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE ENDEAVOR FOUNDATION, INC. HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY; ANDTHE GRANTEE HAS CERTIFIED TO THE ENDEAVOR FOUNDATION, INC. THAT IT WILL EXPEND FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | $488,386 | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE. | FINANCIAL REPORTS RECEIVED 02/23/2021 |
| BRATISLAVA INTERNATIONAL SCHOOL OF LIBERAL ARTS | |||||||||
| GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | 2020-12-02 | $27,787 | FOR COVID-19-RELATED STUDENT FINANCIAL AID AND CAMPUS UPDATES. THE ENDEAVOR FOUNDATION, INC. HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE ENDEAVOR FOUNDATION, INC. HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY; ANDTHE GRANTEE HAS CERTIFIED TO THE ENDEAVOR FOUNDATION, INC. THAT IT WILL EXPEND FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | $17,400 | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE. | FINANCIAL REPORTS RECEIVED 02/24/2021 |
| EUROPEAN COLLEGES OF LIBERAL ARTS AND SCIENCES | |||||||||
| GROSSLINGOVA 53 | BRATISLAVA | LO | 811 09 | 2019-03-31 | $91,836 | FOR PROMOTING THE THEORY AND ENHANCING THE PRACTICE OF LIBERAL ARTS AND SCIENCES IN EUROPE.THE ENDEAVOR FOUNDATION, INC. HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE ENDEAVOR FOUNDATION, INC. HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY; ANDTHE GRANTEE HAS CERTIFIED TO THE ENDEAVOR FOUNDATION, INC. THAT IT WILL EXPEND FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | $64,649 | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE. | FINANCIAL REPORTS RECEIVED 03/02/2021 |
| INCOMMON NON-PROFIT CIVIL COMPANY (FORMERLY FILOXENIA INTERNATIONAL) | |||||||||
| AGIAS SOFIAS 105 | THESSALONIKI | GR | 546 33 | 2019-07-22 | $97,524 | FOR THE URBAN RESILIENCE HUB.THE ENDEAVOR FOUNDATION, INC. HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE ENDEAVOR FOUNDATION, INC. HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY; ANDTHE GRANTEE HAS CERTIFIED TO THE ENDEAVOR FOUNDATION, INC. THAT IT WILL EXPEND FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | $97,524 | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE. | FINANCIAL REPORTS RECEIVED 01/31/2021 |
| INCOMMON NON-PROFIT CIVIL COMPANY | |||||||||
| AGIAS SOFIAS 105 | THESSALONIKI | GR | 546 33 | 2020-04-24 | $1,400,000 | FOR THE URBAN SUSTAINABILITY & CIRCULARITY LAB.THE TOTAL AMOUNT OF GRANT AWARDED WAS $1,400,000, PAYABLE IN MULTIPLY INSTALLMENTS BETWEEN YEAR 2020 AND YEAR 2022 WITH $173,982 PAID IN 2020. THE AMOUNTS EXPENDED BY THE GRANTEE TOWARDS ACCOMPLISHMENT OF THE PURPOSES IN YEAR 2020 WAS $173,892. THE ENDEAVOR FOUNDATION, INC. HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE ENDEAVOR FOUNDATION, INC. HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY; ANDTHE GRANTEE HAS CERTIFIED TO THE ENDEAVOR FOUNDATION, INC. THAT IT WILL EXPEND FOR CHARITABLE AND EDUCATIONAL PURPOSES, AN AMOUNT EQUAL TO THE VALUE OF THE GRANT NOT LATER THAN THE END OF THE GRANTEE'S FIRST TAXABLE YEAR AFTER THE TAXABLE YEAR IN WHICH THE GRANT WAS RECEIVED, IN ACCORDANCE WITH THE OUT-OF-CORPUS RULES OF SECTION 4942(G)(3) OF THE CODE. | $173,982 | THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE. | FINANCIAL REPORTS RECEIVED 01/29/2021 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,393 SHRS ALNYLAM PHARMACEUTICALS, INC. | $181,048 | $181,048 |
| 499 SHRS ALPHABET INC. - CLASS C | $874,188 | $874,188 |
| 1,957 SHRS BECTON DICKINSON & CO. | $489,681 | $489,681 |
| 1,421 SHRS BIOMARIN PHARMACEUTICAL INC. | $124,607 | $124,607 |
| 5,642 SHRS BRISTOL MYERS SQUIBB CO. | $349,973 | $349,973 |
| 9,168,908 SHRS CENTRAL SECURITIES CORPORATION | $299,273,157 | $299,273,157 |
| 8,575 SHRS CERNER CORPORATION | $672,966 | $672,966 |
| 4,687 SHRS COTY INC. - CLASS A | $32,903 | $32,903 |
| 6,666 SHRS DUKE ENERGY CORPORATION | $610,339 | $610,339 |
| 9,840 SHRS ENBRIDGE INC. | $314,782 | $314,782 |
| 45,000 SHRS EXXON MOBIL CORPORATION | $1,854,900 | $1,854,900 |
| 3,815 SHRS FACEBOOK INC. | $1,042,105 | $1,042,105 |
| 31,560 SHRS FIRST HORIZON CORP | $402,706 | $402,706 |
| 21,000 SHRS GENERAL MILLS, INC. | $1,234,800 | $1,234,800 |
| 988 SHRS ILLUMINA, INC. | $365,560 | $365,560 |
| 1,993 SHRS IONIS PHARMACEUTICALS INC. | $112,684 | $112,684 |
| 4,000 SHRS KYOCERA CORPORATION | $245,123 | $245,123 |
| 20,000 SHRS MEDTRONIC, PLC | $2,342,800 | $2,342,800 |
| 9,060 SHRS MERCK & CO., INC. | $741,108 | $741,108 |
| 1,550 SHRS NEUROCRINE BIOSCIENCES, INC. | $148,568 | $148,568 |
| 24,549 SHRS PROCTOR & GAMBLE CO. | $3,415,748 | $3,415,748 |
| 11,900 SHRS PROGRESSIVE CORPORATION | $1,176,672 | $1,176,672 |
| 3,440 SHRS QUEST DIAGNOSTICS INCORPORATED | $409,945 | $409,945 |
| 295 SHRS REGENERON PHARMACEUTICALS | $142,517 | $142,517 |
| 25,000 SHRS ROYAL DUTCH SHELL PLC-ADR A | $878,500 | $878,500 |
| 13,600 SHRS TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD - SP ADR | $1,482,944 | $1,482,944 |
| 3,747 SHRS VANGUARD MID-CAP ETF | $774,767 | $774,767 |
| 2,785 SHRS VANGUARD S&P 500 ETF | $957,177 | $957,177 |
| 2,160 SHRS VANGUARD SMALL-CAP ETF | $420,509 | $420,509 |
| 24,474 SHRS VERIZON COMMUNICATIONS | $1,437,847 | $1,437,847 |
| 6,434 SHRS WALMART, INC. | $927,461 | $927,461 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| CO-OPS | $2,890,506 | $0 | $2,890,506 | $2,890,506 |
| IMPROVEMENTS | $782,323 | $0 | $782,323 | $782,323 |
| NOTE: DEPRECIATION EXPENSE IS NOT RECORDED BY THE FOUNDATION. | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MILBANK, TWEED, HADLEY & MCCLOY | $23,997 | $0 | $23,997 |
| LAW OFFICES OF GAIL MIRANDA-SCHMIDT | $940 | $0 | $940 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE FOREIGN SECURITY TAX | Desc |
| BOY Book Value | $75,401 | BOYBookValueAmt |
| EOY Book Value | $77,823 | EOYBookValueAmt |
| EOYFMV | $77,823 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $6,044,548 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $300 | $0 | $300 |
| CHRISTMAS TIPS | $5,215 | $0 | $5,215 |
| COMPUTER | $31,064 | $0 | $31,064 |
| CONFERENCE CENTER | $2,089 | $0 | $2,089 |
| CONSULTANTS PASS THRUS EXPENSES | $6,142 | $0 | $6,142 |
| DUES | $1,750 | $0 | $1,750 |
| EQUIPMENT RENTAL | $3,120 | $0 | $3,120 |
| FOOD & BEVERAGE | $448 | $0 | $448 |
| FOUNDATION PROJECTS/ENDEAVOR DIALOGUES | $380,196 | $0 | $380,196 |
| MISCELLANEOUS | $3,368 | $0 | $3,368 |
| OFFICE SUPPLIES | $4,811 | $0 | $4,811 |
| POSTAGE | $945 | $0 | $945 |
| STORAGE ROOM | $3,840 | $0 | $3,840 |
| TELEPHONE SYSTEM | $1,214 | $0 | $1,214 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION LAWSUIT | $26 | $26 | $26 |
| FEDERAL INCOME TAX REFUND | $1,440 | $1,440 | |
| INTEREST ON TAX REFUND | $38 | $38 | $38 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED GAINS FROM STOCK DISTRIBUTIONS TO GRANTEES | Desc |
| Amt | $778,826 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ELLEN M. LOVELL - CONSULTING SERVICES | $8,530 | $0 | $8,530 |
| ISABEL ROCHE O'BRIEN - CONSULTING SERVICES | $18,169 | $0 | $18,169 |
| JUDITH MEYERS - CONSULTING SERVICES | $9,000 | $0 | $9,000 |
| PETER HAJNAL - CONSULTING SERVICES | $58,333 | $0 | $58,333 |
| ROCKEFELLER TRUST COMPANY - CUSTODIAL SERVICES | $555,215 | $499,694 | $55,521 |
| RSM US LLP - IT SUPPORT | $44,263 | $0 | $44,263 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $247,315 | $0 | $0 |
| FOREIGN TAXES | $12,018 | $12,018 | $0 |