VF FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- VF FOUNDATION (EIN 56-2322084)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202141329349100724
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T08:42:07-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562322084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The VF Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | VFFO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | omorlie harris | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | omorlie | PersonFirstNm |
| Person Last | harris | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,837,021 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,677 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,677 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $672,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $672,473 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$448,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,327,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $251,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $700,150 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $292,252 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200,962 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $91,290 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,634 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $289 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $760 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $760 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,846 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87,620 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $421,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $179,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,507,994 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,507,994 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,929,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,687,664 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,678,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $498,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $252,765 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $740,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $740,101 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $371,698 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $379,541 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $40,159,433 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,389,055 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $318,600 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $328,324 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $49,877,681 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $50,130,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,589,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,837,021 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,382,500 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,382,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $48,747,946 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,589,832 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,747,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,589,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,130,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,589,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,747,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,678,086 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,519,972 | OtherIncreasesAmt |
| Subtotal | $41,589,832 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,589,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $19,327,521 | GrossSalesPriceAmt |
| Cost Or Other Basis | $19,776,271 | CostOrOtherBasisAmt |
| Gain Or Loss | -$448,750 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$448,750 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$448,750 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,932 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,932 | SubtotalAmt |
| Tax Based On Investment Income | $6,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,032 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Luis Benitez | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 40.0 | $0 | $0 | $0 |
| Anita Z Graham | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Vice-Chair of the Board | 1.0 | $0 | $0 | $0 |
| Omorlie L Harris | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 1.0 | $0 | $0 | $0 |
| Laura C Meagher | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Steven E Rendle | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman of the Board, Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Morgan Stanley | |||||
| 300 N GREENE ST STE 1700 | GREENSBORO | NC | 27401 | Investment mgmt | $200,962 |
| Foundation Source | |||||
| 55 Walls Drive 3rd floor | Fairfield | CT | 06824 | Administrative | $87,064 |
| Karsh Hagan | |||||
| 685 S Broadway | Denver | CO | 80209 | Philanthropic | $66,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,286,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,776,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,062,818 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,062,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $675,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,386,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,219,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,219,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,932 | TotalTaxAmt |
| Distributable Before Adj | $2,212,412 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $75,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,287,412 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,287,412 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,687,664 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,687,664 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,687,664 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,287,412 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,859,713 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,576,128 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,439,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,961,373 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,830,446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,666,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,687,664 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,287,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,400,252 | RemainingDistriFromCorpusAmt |
| Total Corpus | $23,067,042 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,859,713 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,207,329 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,576,128 | ExcessFromYear4Amt |
| Excess From Year3 | $2,439,130 | ExcessFromYear3Amt |
| Excess From Year2 | $3,961,373 | ExcessFromYear2Amt |
| Excess From Year1 | $5,830,446 | ExcessFromYear1Amt |
| Excess From Current Year | $6,400,252 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | the VF FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 walls drive 3rd fl | AddressLine1Txt |
| City | fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8008391754 | RecipientPhoneNum |
| Form And Info And Materials | https://www.vfc.com/our-company/the-vf-foundation | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | https://www.vfc.com/our-company/the-vf-foundation | SubmissionDeadlinesTxt |
| Restrictions On Awards | https://www.vfc.com/our-company/the-vf-foundation | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 4DWN PROJECT INC | ||||||||||
| 3839 MCKINNEY AVE STE 155 757 | DALLAS | TX | 75204 | N/A | PC | Waste Not Want Not program | $25,000 | |||
| ACTION GREENSBORO | ||||||||||
| 122 N ELM ST STE 110 | GREENSBORO | NC | 27401 | N/A | PC | Campus Greensboro | $15,000 | |||
| ACTION GREENSBORO | ||||||||||
| 122 N ELM ST STE 110 | GREENSBORO | NC | 27401 | N/A | PC | Downtown Greenway Community Outdoor Activation Program | $19,850 | |||
| ALLIANCE FOR SUSTAINABLE COLORADO | ||||||||||
| 1536 WYNKOOP ST STE 100 | DENVER | CO | 80202 | N/A | PC | Sustainability Skills Initiative | $21,000 | |||
| AMERICAN INDIAN COLLEGE FUND | ||||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PC | VF Foundation Scholarship fund | $25,000 | |||
| AMERICAN MOUNTAIN GUIDES ASSOCIATION | ||||||||||
| 4720 WALNUT ST STE 200 | BOULDER | CO | 80301 | N/A | PC | Covid-19 Crisis Response fund | $63,000 | |||
| AMERICAN RECREATION COALITION | ||||||||||
| EATON WORKSHOP | WASHINGTON | DC | 20005 | N/A | PC | Revitalizing Rural Communities Through Outdoor Recreation program | $19,000 | |||
| AMERICAN RED CROSS - MILE HIGH CHAPTER | ||||||||||
| 444 SHERMAN ST | DENVER | CO | 80203 | N/A | PC | Disaster Relief fund - Southern Tornadoes and Floods | $25,000 | |||
| AMP THE CAUSE | ||||||||||
| 1575 WELTON ST STE 300 | DENVER | CO | 80202 | N/A | PC | Community Day program | $17,000 | |||
| BIG CITY MOUNTAINEERS INC | ||||||||||
| 710 10TH ST STE 120 | GOLDEN | CO | 80401 | N/A | PC | Cassie Heppner Memorial Scholarship fund | $20,000 | |||
| BIG CITY MOUNTAINEERS INC | ||||||||||
| 710 10TH ST STE 120 | GOLDEN | CO | 80401 | N/A | PC | Expanding Access to Meaningful Outdoor Experiences program | $22,000 | |||
| BINGHAMPTON CHRISTIAN ACADEMY | ||||||||||
| 175 TILLMAN ST | MEMPHIS | TN | 38111 | N/A | PC | General & Unrestricted | $2,500 | |||
| BO CHARITY FOUNDATION LIMITED | ||||||||||
| N/A | NC | Expenditure Responsibility Grant | $25,000 | 2/F FUNG SING BLDG 235 HAI TAN ST | SHAM SHUI PO KOWLOON | HK | ||||
| BOYS AND GIRLS CLUBS OF METRO DENVER INC | ||||||||||
| 2017 W 9TH AVE | DENVER | CO | 80204 | N/A | PC | Health and Outdoor Programming for Members of Boys & Girls Clubs of Metro Denver | $25,000 | |||
| CAMBER OUTDOORS | ||||||||||
| PO BOX 7203 | BOULDER | CO | 80306 | N/A | PC | Cassie Heppner Memorial Scholarship fund | $15,000 | |||
| CAMBER OUTDOORS | ||||||||||
| PO BOX 7203 | BOULDER | CO | 80306 | N/A | PC | Take Action Initiative | $140,000 | |||
| CENTER FOR JACKSON HOLE | ||||||||||
| PO BOX 350 | JACKSON | WY | 83001 | N/A | PC | Emerging Leaders Program | $11,000 | |||
| CHILDRENS HOME SOCIETY OF NORTH CAROLINA INC | ||||||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | N/A | PC | Promise of Family Campaign | $100,000 | |||
| COLORADO MESA UNIVERSITY FOUNDATION | ||||||||||
| 1450 N 12TH ST | GRAND JCT | CO | 81501 | N/A | PC | Scholarship fund for Outdoor Recreation Industry Studies Program and for Mobile Learning Lab | $34,000 | |||
| COLORADO MOUNTAIN COLLEGE FOUNDATION INC | ||||||||||
| 802 GRAND AVE | GLENWOOD SPRINGS | CO | 81601 | N/A | PC | Expanding Outdoor Education and Community Engagement with the Outdoors at Colorado Mountain College | $50,000 | |||
| COLORADO OUTWARD BOUND SCHOOL - OUTWARD BOUND WILD | ||||||||||
| 5161 SHERIDAN BLVD | DENVER | CO | 80212 | N/A | PC | Keep the outdoors open program | $40,000 | |||
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | N/A | PC | Develop and implement an Incentive Prize for Innovation in Urban Conservation, Equity and Natural Climate Solutions | $146,000 | |||
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | N/A | PC | Support Conservation, Equity, and Climate Resilience within the City and County of Denver | $68,000 | |||
| COLORADO SUCCEEDS | ||||||||||
| PO BOX 271432 | LITTLETON | CO | 80127 | N/A | PC | Homegrown Talent Initiative (HTI) | $10,000 | |||
| COLORADO YOUNG LEADERS | ||||||||||
| 7750 SAXEBOROUGH DR | CASTLE ROCK | CO | 80108 | N/A | PC | Saying YES to Youth Stewardship and Leadership program | $11,000 | |||
| COMMUNITY FOUNDATION OF GREATER GREENSBORO INC | ||||||||||
| 330 S GREENE ST STE 100 | GREENSBORO | NC | 27401 | N/A | PC | Say Yes to Education Guilford program | $400,000 | |||
| CONNECTICUT COLLEGE | ||||||||||
| 27 MOHEGAN AVE | NEW LONDON | CT | 06320 | N/A | PC | General & Unrestricted | $2,500 | |||
| CREATIVE DOWNTOWN APPLETON INC | ||||||||||
| 333 W COLLEGE AVE STE 100 | APPLETON | WI | 54911 | N/A | PC | Mile of Music Sponsorship fund | $22,000 | |||
| CUBA SKATE INC | ||||||||||
| 1628 NICHOLSON ST NW | WASHINGTON | DC | 20011 | N/A | PC | Sustainable Skate-Ability program | $10,000 | |||
| DENVER ART MUSEUM INC | ||||||||||
| 100 W 14TH AVE PKWY | DENVER | CO | 80204 | N/A | PC | The Creative Hub at the Denver Art Museum | $28,000 | |||
| DENVER PARK TRUST | ||||||||||
| PO BOX 102325 | DENVER | CO | 80250 | N/A | PC | St. Charles Place Park | $75,000 | |||
| DENVER PUBLIC SCHOOLS FOUNDATION | ||||||||||
| 1860 LINCOLN ST 10TH FL | DENVER | CO | 80203 | N/A | PC | Denver Public Schools Career and College Success program | $76,000 | |||
| DENVER SCHOLARSHIP FOUNDATION | ||||||||||
| 789 N SHERMAN ST STE 610 | DENVER | CO | 80203 | N/A | PC | The VF Foundation Scholarship fund | $25,000 | |||
| DOWNTOWN DENVER EVENTS INC | ||||||||||
| 1515 ARAPAHOE ST TOWER 3 NO 100 | DENVER | CO | 80202 | N/A | PC | 16th Street Mall Art project | $25,000 | |||
| EAST CAROLINA UNIVERSITY EDUCATIONAL FOUNDATION IN | ||||||||||
| WARD SPORTS MEDICINE BLDG STE 304 | GREENVILLE | NC | 27858 | N/A | PC | General & Unrestricted | $3,200 | |||
| ECO-CYCLE INC | ||||||||||
| 1901 63RD ST | BOULDER | CO | 80301 | N/A | PC | A Climate Solution Under Our Feet: Community Carbon Farming | $8,000 | |||
| ELSEWHERE INCORPORATED | ||||||||||
| 606 S ELM ST | GREENSBORO | NC | 27406 | N/A | PC | Elsewhere Equity in Action program | $10,000 | |||
| EMILY GRIFFITH FOUNDATION INC | ||||||||||
| 1860 LINCOLN ST STE 605 | DENVER | CO | 80203 | N/A | SO I | Scholarship fund for Emily Griffith Technical College | $100,000 | |||
| ENVIRONMENTAL LEARNING FOR KIDS | ||||||||||
| PO BOX 2167 | DENVER | CO | 80221 | N/A | PC | ELK Youth Programming and Outdoor Education Center | $50,000 | |||
| F3 FOUNDATION INC | ||||||||||
| 1645 QUEENS RD W | CHARLOTTE | NC | 28207 | N/A | PC | Pushups 4 Playgrounds program | $2,500 | |||
| GIRLS AT WORK INC | ||||||||||
| 4 ELM ST | MANCHESTER | NH | 03103 | N/A | PC | Cassie Heppner Memorial Scholarship fund | $40,000 | |||
| GLOBALGIVING FOUNDATION INC | ||||||||||
| 1110 VERMONT AVE NW STE 550 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $430,544 | |||
| GLOBALGIVING FOUNDATION INC | ||||||||||
| 1110 VERMONT AVE NW STE 550 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500,000 | |||
| GREENSBORO CHAMBER FOUNDATION | ||||||||||
| 111 W FEBRUARY 1 PL | GREENSBORO | NC | 27401 | N/A | PC | 2020 GROW Pledge | $300,000 | |||
| GREENSBORO CHAMBER FOUNDATION | ||||||||||
| 111 W FEBRUARY 1 PL | GREENSBORO | NC | 27401 | N/A | PC | Minority Business Accelerator Program | $15,000 | |||
| GREENSBORO CHILDRENS MUSEUM | ||||||||||
| 220 N CHURCH ST | GREENSBORO | NC | 27401 | N/A | PC | The Edible Schoolyard | $49,800 | |||
| GROUNDWORK DENVER INCORPORATED | ||||||||||
| 3280 N DOWNING ST UNIT E | DENVER | CO | 80205 | N/A | PC | Green Team in the Great Outdoors program | $6,000 | |||
| HEART & HAND CENTER | ||||||||||
| 2758 WELTON ST | DENVER | CO | 80205 | N/A | PC | Whole-Child Programming for Northeast Denver Youth | $5,000 | |||
| IMPACT FARMING FOUNDATION INC | ||||||||||
| 3885 ETTMAN ST | SHRUB OAK | NY | 10588 | N/A | PC | Haiti Agroforestry Supply Chain project | $150,000 | |||
| JESS ROSKELLEY FOUNDATION | ||||||||||
| 10121 E HERON VIEW LN | MEAD | WA | 99021 | N/A | PC | City of Spokane Audubon Park Playground Enhancement Project | $20,000 | |||
| JUNIOR ACHIEVEMENT OF THE TRIAD INC | ||||||||||
| 3220 NORTHLINE AVE | GREENSBORO | NC | 27408 | N/A | PC | Inspiring Tomorrows program | $22,500 | |||
| MARTHA OBRYAN CENTER INC | ||||||||||
| 711 S 7TH ST | NASHVILLE | TN | 37206 | N/A | PC | Postsecondary Success Program | $50,000 | |||
| METRO CARING | ||||||||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | N/A | PC | Growing Together - MC Gardens project | $6,000 | |||
| MI CASA RESOURCE CENTER | ||||||||||
| 345 S GROVE ST | DENVER | CO | 80219 | N/A | PC | Mi Casa Resource Center Career Pathways | $8,000 | |||
| MILE HIGH UNITED WAY INC | ||||||||||
| 711 PARK AVE W | DENVER | CO | 80205 | N/A | PC | CO COVID Relief Fund | $500,000 | |||
| MILE HIGH UNITED WAY INC | ||||||||||
| 711 PARK AVE W | DENVER | CO | 80205 | N/A | PC | United for Schools program | $23,000 | |||
| NATIONAL FOREST FOUNDATION | ||||||||||
| BLDG 27 STE 3 FORT MISSOULA RD | MISSOULA | MT | 59804 | N/A | PC | Catalyzing Conservation & Creating Worthy Work program | $232,100 | |||
| NATIONAL FOUNDATION FOR THE CTRS FOR DISEASE CONTR | ||||||||||
| 600 PEACHTREE ST NE STE 1000 | ATLANTA | GA | 30308 | N/A | PC | Center for Disease Control - COVID-19 Emergency Response Fund | $500,000 | |||
| NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRA | ||||||||||
| 444 N CAPITOL ST NW STE 267 | WASHINGTON | DC | 20001 | N/A | PC | Outdoor Recreation Learning Network program | $59,000 | |||
| NATURAL SCIENCE CENTER OF GREENSBORO INC | ||||||||||
| 4301 LAWNDALE DR | GREENSBORO | NC | 27455 | N/A | PC | Battleground Parks District Zip Line program | $100,000 | |||
| NATURE CONSERVANCY | ||||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | People for Nature & Nature for People program | $500,000 | |||
| NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC | ||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | N/A | PC | Textile, Design, & Management Education & Programming support | $230,000 | |||
| NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC | ||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | N/A | PC | University's Greatest Needs Fund | $500 | |||
| OREGON STATE UNIVERSITY FOUNDATION | ||||||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | N/A | PC | National Outdoor Recreation Economy Workforce Development Consortium | $150,000 | |||
| OUTDOOR ALLIANCE | ||||||||||
| 1602 L ST NW STE 615 | WASHINGTON | DC | 20036 | N/A | PC | Building the Outdoor Conservation Movement project | $50,000 | |||
| OUTDOOR LAB FOUNDATION | ||||||||||
| 3000 YOUNGFIELD ST 167 | WHEAT RIDGE | CO | 80215 | N/A | PC | Jefferson County Outdoor Lab School Student Tuition Assistance Program | $9,000 | |||
| OUTWARD BOUND INC | ||||||||||
| 1133 RTE 55 STE 10 | LAGRANGEVILLE | NY | 12540 | N/A | PC | Cassie Heppner Memorial Scholarship fund | $50,000 | |||
| PARADOX SPORTS | ||||||||||
| PO BOX 273 | ELDORADO SPRG | CO | 80025 | N/A | PC | Adaptive Climbing Training & Education program | $40,000 | |||
| PIEDMONT LAND CONSERVANCY | ||||||||||
| 1515 W CORNWALLIS DR STE 205 | GREENSBORO | NC | 27408 | N/A | PC | Piedmont Legacy Trails | $5,000 | |||
| READY FOR SCHOOL READY FOR LIFE | ||||||||||
| PO BOX 13844 | GREENSBORO | NC | 27415 | N/A | PC | Early Literacy Manager salary fund | $75,000 | |||
| RICHMOND FELLOWSHIP OF HONG KONG | ||||||||||
| N/A | NC | Expenditure Responsibility Grant | $25,000 | RM 1801 18/F 21 PAK FUK RD | NORTH POINT | HK | ||||
| RINO GIVES BACK | ||||||||||
| 3501 WAZEE ST STE 109 | DENVER | CO | 80216 | N/A | PC | Crush Mural Program with Artists and Youth | $50,000 | |||
| ROCKY MOUNTAIN LAND LIBARY | ||||||||||
| 2550 W 39TH AVE | DENVER | CO | 80211 | N/A | PC | Ranch Residency Program for BIPOC Creatives | $25,000 | |||
| ROUNDUP RIVER RANCH | ||||||||||
| 8333 COLORADO RIVER RD | GYPSUM | CO | 81637 | N/A | PC | 2020 Roundup River Ranch Family Camps | $9,000 | |||
| SHE BUILT THIS CITY | ||||||||||
| 1026 JAY ST | CHARLOTTE | NC | 28208 | N/A | PC | Cassie Heppner Memorial Scholarship fund | $15,000 | |||
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FOREST | ||||||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | N/A | PC | Clay Brook Forest | $44,000 | |||
| STEAMBOAT SPRINGS WINTER SPORTS CLUB INC | ||||||||||
| PO BOX 774487 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | Howelsen Hill Chairlift Project | $750,000 | |||
| STOKED MENTORING INC | ||||||||||
| 68 JAY ST STE 407 | BROOKLYN | NY | 11201 | N/A | PC | Virtual Youth Mentoring Program | $25,000 | |||
| TEACH FOR AMERICA INC | ||||||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | Providing students with an equitable and excellent education | $42,000 | |||
| THE ACCESS FUND | ||||||||||
| PO BOX 17010 | BOULDER | CO | 80308 | N/A | PC | Indian Creek Climbing Conservation Initiative | $32,000 | |||
| THE GAY LESBIAN BISEXUAL & TRANSGENDER COMMUNITY C | ||||||||||
| 1301 E COLFAX AVE | DENVER | CO | 80218 | N/A | PC | Leadership Development and Social Support for LGBTQ+ Youth | $17,000 | |||
| THE HAROLD HUNTER FOUNDATION | ||||||||||
| 151 1ST AVE 210 | NEW YORK | NY | 10003 | N/A | PC | The HHF Legacy Program | $25,000 | |||
| THE OUTDOOR FOUNDATION | ||||||||||
| 2580 55TH ST STE 101 | BOULDER | CO | 80301 | N/A | PC | Thrive Outside Communities program | $250,000 | |||
| THE PARK PEOPLE | ||||||||||
| 1510 S GRANT ST | DENVER | CO | 80210 | N/A | PC | Denver Urban Forest Project | $68,000 | |||
| TRUST FOR PUBLIC LAND | ||||||||||
| 101 MONTGOMERY ST STE 900 | SAN FRANCISCO | CA | 94104 | N/A | PC | Atlanta's Cook Park, Denver's Westwood Verde Trail, Dallas' Alice Branch Creek Health & Wellness Park and Greenbelt, Los Angeles' Urban Orchard and the Equitable Community Recovery Fund | $500,000 | |||
| UNITED NATIONS FOUNDATION INC | ||||||||||
| 1750 PENNSYLVANIA AVE NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | United Nations Foundation's COVID-19 Solidarity Response Fund | $250,000 | |||
| UNITED WAY OF GREATER GREENSBORO INC | ||||||||||
| 1500 YANCEYVILLE ST | GREENSBORO | NC | 27405 | N/A | PC | United Way of Greater Greensboro Family Success Centers | $200,000 | |||
| VOLUNTEERS FOR OUTDOOR COLORADO INC | ||||||||||
| 600 S MARION PKWY | DENVER | CO | 80209 | N/A | PC | COVID-19 Preparedness Response for Volunteer Stewardship of Public Lands | $9,000 | |||
| WATER WALKERS | ||||||||||
| 1066 ARCHER ST | NASHVILLE | TN | 37203 | N/A | PC | Adventure-based youth development programs for low-income, inner-city youth | $5,000 | |||
| WESTERN COLORADO UNIVERSITY FOUNDATION | ||||||||||
| PO BOX 1264 | GUNNISON | CO | 81230 | N/A | PC | Western Colorado University - Outdoor Industry MBA | $31,000 | |||
| WILDLAND FIREFIGHTER FOUNDATION | ||||||||||
| 2393 W AIRPORT WAY | BOISE | ID | 83705 | N/A | PC | fund for the wildland firefighters battling fires in CO, CA, and the West | $100,000 | |||
| WISH FOR WHEELS | ||||||||||
| 4600 S ULSTER ST STE 1050 | DENVER | CO | 80237 | N/A | PC | VF Build/Give a Bike Initiative | $15,000 | |||
| WOMENS WILDERNESS INSTITUTE | ||||||||||
| 2845 WILDERNESS PL STE 211 | BOULDER | CO | 80301 | N/A | PC | Outdoor G.I.R.L.S. (Girl Immigrant and Refugee Leadership Series) | $23,000 | |||
| YAMPA VALLEY SUSTAINABILITY COUNCIL | ||||||||||
| PO BOX 881461 | STEAMBOAT SPR | CO | 80488 | N/A | PC | Yampa Valley Natural Climate Solutions Project | $16,000 | |||
| YEAR ONE INC | ||||||||||
| 1801 FEDERAL BLVD | DENVER | CO | 80204 | N/A | PC | Academic Success and Workforce Development for Colorado's Youth | $25,000 | |||
| YMA FASHION SCHOLARSHIP FUND | ||||||||||
| 1501 BROADWAY STE 2001 | NEW YORK | NY | 10036 | N/A | PC | The VF Foundation Mentoring Initiative | $44,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,507,994 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,677 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $672,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$448,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $251,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,400 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| BO CHARITY FOUNDATION LIMITED | ||||||||||
| 2/F FUNG SING BLDG 235 HAI TAN ST | SHAM SHUI PO | KOWLOON | HK | 2020-12-31 | $25,000 | To help support the Food Angel Food Assistance Program | $0 | NO | expected in 2021 | None Necessary |
| RICHMOND FELLOWSHIP OF HONG KONG | ||||||||||
| ROOM 1801 18/F 21 PAK FUK ROAD | NORTH POINT | HK | 2020-12-31 | $25,000 | To help support Recovering citizenship project - care and collaboration with no boundaries | $0 | NO | expected in 2021 | none necessary | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS - 2.950% - 03/15/2 | $5,249 | $5,486 |
| ABBVIE INC - 3.600% - 05/14/20 | $5,310 | $5,574 |
| AMERICAN EXPRESS CO - 2.500% - | $5,086 | $5,334 |
| AMGEN INC NOTE - 2.650% - 05/1 | $5,077 | $5,150 |
| ANHEUSER BUSCH - 4.750% - 01/2 | $6,152 | $6,175 |
| ANTHEM INC NOTE - 3.650% - 12/ | $5,393 | $5,763 |
| AON CORP - 2.800% - 05/15/2030 | $5,470 | $5,455 |
| AT&T INC - 4.125% - 02/17/2026 | $5,494 | $5,780 |
| BANK AMER CORP - 3.419% - 12/2 | $10,948 | $11,295 |
| BANK OF NOVA SCOTIA - 1.950% - | $10,042 | $10,327 |
| CITIGROUP INC NOTE - 3.668% - | $10,993 | $11,375 |
| COMCAST CORP - 3.300% - 02/01/ | $11,071 | $11,290 |
| DIAGEO INVT CORP - 2.875% - 05 | $10,238 | $10,340 |
| DISNEY WALT CO - 2.000% - 09/0 | $10,173 | $10,434 |
| ENBRIDGE INC BOND - 4.000% - 1 | $5,317 | $5,437 |
| EVERSOURCE ENERGY - 1.650% - 0 | $4,954 | $4,980 |
| EVERSOURCE ENERGY - 3.800% - 1 | $5,315 | $5,464 |
| GENERAL MLS INC NOTE CALL MAKE | $5,297 | $5,445 |
| GOLDMAN SACHS GROUP INC - 3.50 | $5,292 | $5,518 |
| HOME DEPOT INC - 2.950% - 06/1 | $11,318 | $11,367 |
| JPMORGAN CHASE &CO - 3.782% - | $11,161 | $11,486 |
| LINCOLN NATL CORP - 3.050% - 0 | $5,515 | $5,577 |
| LOCKHEED MARTIN BOND - 3.550% | $5,440 | $5,680 |
| MERCK & CO INC - 2.750% - 02/1 | $10,416 | $10,863 |
| MICROSOFT CORP - 2.700% - 02/1 | $10,392 | $10,863 |
| MORGAN STANLEY FR - 3.700% - 1 | $5,327 | $5,564 |
| NOVARTIS CAPITAL CORP - 3.000% | $5,313 | $5,529 |
| PNC FINL SVCS - 3.500% - 01/23 | $5,298 | $5,447 |
| PROLOGIS LP - 1.250% - 10/15/2 | $4,898 | $4,948 |
| PUBLIC SERVICE ENTERPRIS - 2.8 | $10,280 | $10,716 |
| ROYAL BK CDA - 1.950% - 01/17/ | $10,060 | $10,326 |
| SEMPRA ENERGY NOTE - 3.550% - | $5,474 | $5,445 |
| SHELL INT'L FINANCE - 2.875% - | $10,537 | $11,060 |
| SIMON PPTY GROUP LP - 3.375% - | $5,284 | $5,436 |
| STATE STR CORP NOTE - 2.354% - | $10,091 | $10,673 |
| STATOIL - 2.650% - 01/15/2024 | $5,154 | $5,310 |
| THERMO FISHER - 4.497% - 03/25 | $6,293 | $6,249 |
| TORONTO DOMINION BANK - 1.900% | $10,049 | $10,311 |
| TOTAL CAPITAL - 3.455% - 02/19 | $5,455 | $5,777 |
| UNION PACIFIC CORP NOTE - 2.40 | $5,018 | $5,383 |
| UNITED PARCEL SERVICE - 3.400% | $5,509 | $5,825 |
| UNITEDHEALTH GROUP INC - 3.750 | $11,177 | $11,388 |
| VERIZON - 1.500% - 09/18/2030 | $4,931 | $4,926 |
| VERIZON COMMUNICATIONS - 3.376 | $5,339 | $5,553 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBEY CAPITAL FUTURES STRATEGY | $2,004,678 | $2,061,444 |
| ABBOTT LABS | $28,913 | $36,898 |
| ACCENTURE PLC | $26,340 | $29,517 |
| ACUSHNET HOLDINGS CORP | $24,789 | $31,905 |
| ALPHABET INC CL A | $45,547 | $56,084 |
| APPLE INC | $39,447 | $68,999 |
| ARISTOTLE VALUE EQUITY FUND CL | $3,187,696 | $3,695,259 |
| BARON GROWTH FUND INSTL | $1,599,429 | $1,946,147 |
| BLACKSTONE ALTERNATIVE INV FDS | $1,263,133 | $1,229,209 |
| BROADCOM INC | $26,188 | $34,590 |
| BUNGE LTD | $22,270 | $28,003 |
| CHINA TELECOM CP LTD | $28,819 | $20,387 |
| CHINA UNICOM (HONG KONG) LTD | $31,431 | $20,732 |
| CHUBB LIMITED | $27,224 | $28,937 |
| DEERE CO | $18,387 | $30,134 |
| DOCUSIGN INC | $13,180 | $14,005 |
| EQUINIX, INC | $26,181 | $24,282 |
| ERICSSON L M TEL CO | $13,211 | $13,551 |
| FORTINET INC | $23,340 | $30,894 |
| GALAPAGOS NV | $28,069 | $23,458 |
| GARMIN LTD | $26,303 | $30,154 |
| GOLDMAN SACHS ABSOLUTE RETURN | $826,096 | $841,743 |
| HANNON ARMSTRONG SUST INFRAST | $11,087 | $31,842 |
| INFOSYS TECH LTD SPD ADR | $13,210 | $17,357 |
| ISHARES BARCLAYS SHORT TREASUR | $11,719 | $11,716 |
| ISHARES BARCLAYS TIPS BOND FUN | $392,430 | $395,715 |
| ISHARES INC ISHARES MSCI EM ES | $73,357 | $86,437 |
| ISHARES MSCI EAFE MINIMUM VOLA | $3,381,411 | $3,381,265 |
| ISHARES MSCI EMERGING MARKETS | $2,899,421 | $3,091,381 |
| ISHARES MSCI-JAPAN | $391,117 | $450,760 |
| ISHARES RUSSELL MIDCAP G IN FD | $742,462 | $951,052 |
| ISHARES RUSSELL MIDCAP VALUE | $454,535 | $480,631 |
| ISHARES S&P U.S. PREFERRED STO | $1,220,800 | $1,259,084 |
| ISHARES TRUST ISHARES MSCI EAF | $257,762 | $282,227 |
| ISHARES TRUST RUSSELL 1000 GRO | $2,347,683 | $3,131,203 |
| ISHARES TRUST RUSSELL 1000 VAL | $2,764,372 | $2,929,030 |
| JOHNSON & JOHNSON | $29,025 | $31,476 |
| LAZARD INTERNATIONAL | $3,227,839 | $3,590,181 |
| LINCOLN NATIONAL CORP | $24,732 | $27,771 |
| MEDTRONIC PLC | $28,709 | $29,988 |
| MERCK & CO INC | $33,897 | $31,902 |
| NEW ORIENTAL ED & TECHNOLOGY G | $9,201 | $11,706 |
| OKTA INC | $13,182 | $16,781 |
| PALO ALTO NETWORKS INC | $21,976 | $35,894 |
| PAYPAL HOLDINGS, INC | $15,179 | $31,617 |
| PIMCO TOTAL RETURN ESG FUND CL | $3,054,024 | $3,145,610 |
| POLEN GROWTH FUND INSTITUTIONA | $3,764,195 | $4,507,844 |
| PRUDENTIAL FINCL INC | $29,550 | $33,492 |
| SPDR DOUBLELINE TOTAL RETURN T | $1,956,300 | $1,962,477 |
| SUNRUN INC | $28,105 | $33,302 |
| TAL EDUCATION GROUP | $6,568 | $6,150 |
| TELEFONICA BRASIL, S.A | $30,963 | $23,576 |
| TELEFONICA S A ADR | $32,428 | $22,567 |
| THE MOSAIC CO | $32,506 | $39,094 |
| TRANSUNION COM USD0.01 | $26,957 | $30,461 |
| UNITEDHEALTH GROUP INC | $24,345 | $29,106 |
| VANGUARD INT TRM BD | $1,578,013 | $1,567,679 |
| VANGUARD RUSSELL 2000 GROWTH I | $1,165,994 | $1,554,323 |
| VANGUARD RUSSELL 2000 VALUE | $676,781 | $769,279 |
| VISA INC | $26,342 | $28,872 |
| VOYA FINANCIAL INC | $30,585 | $31,875 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $236,218 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $239,573 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $135,480 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $139,968 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $87,064 | $87,064 | |
| Bank Charges | $226 | $226 | |
| Postage/Delivery Service | $556 | $556 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURNED GRANT | $75,000 |
| TO ADJUST ASSETS FROM FMV TO BV | $62,472 |
| TO ADJUST FROM ACCRUAL TO CASH BASIS | $1,382,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $200,962 | $200,962 | |
| Philanthropic Consulting Srvcs | $24,465 | $24,465 | |
| SOCIAL MEDIA MANAGEMENT | $63,825 | $63,825 | |
| Website Development | $3,000 | $3,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $4,900 | |
| 990-PF Excise Tax for 2019 | $35,445 | |
| Foreign Tax Paid | $289 | $289 |