AVERY DENNISON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AVERY DENNISON FOUNDATION (EIN 95-3251844)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-01
- IRS object ID
- 202143059349100449
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-01T16:27:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | 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 | 953251844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVERY DENNISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVER | BusinessNameControlTxt |
| Phone | 6263042000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 GOODE AVENUE NO 500 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA PROCELLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6263042000 | PhoneNum |
| Signature | 2021-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALICIA | PersonFirstNm |
| Person Last | PROCELLO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $38,843,180 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $531,313 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $531,313 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,540,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,164,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,540,860 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,072,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,072,173 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $107,798 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $107,798 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,213 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,621 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,592 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $99,056 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $99,056 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,935 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,935 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $284,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,677 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $155,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,932,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,932,736 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,217,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,677 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,088,061 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,854,847 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,970,496 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,075 | CashBOYAmt |
| Cash EOY | $539,165 | CashEOYAmt |
| Cash EOYFMV | $539,165 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,243 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,074,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,074,635 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,450,961 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,025,170 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,025,170 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,269,323 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,460,471 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,460,471 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $743,739 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $743,739 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,808,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,843,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,843,180 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $28,041 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $29,026 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $28,041 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,026 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,901,783 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,965,353 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $11,878,778 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $22,848,801 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,780,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,814,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,808,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,843,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,780,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,854,847 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,178,746 | OtherIncreasesAmt |
| Subtotal | $38,814,154 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,814,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $37,164,175 | GrossSalesPriceAmt |
| Cost Or Other Basis | $35,623,315 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,540,860 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,540,860 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,540,860 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,390 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,390 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,390 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,275 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,275 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $6,867 | OverpaymentAmt |
| Applied To ES Tax | $6,867 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | AVERYDENNISON.COM/AVE/EN_US/SUSTAINABILITY/COMMUN | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICIA PROCELLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263042000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 GOODE AVENUE NO 500 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| ALICIA PROCELLO | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | PRESIDENT | 30.00 | $0 | $0 | $0 |
| DEENA BAKER-NEL | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RAYMOND VAN DEN BERG | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TREASURER | 2.00 | $0 | $0 | $0 |
| CAMILE BENEDITTI | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JEROEN DIDERICH | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DEON STANDER | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANIL SHARMA | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVE EDWARDS | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TINA HART | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GREG LOVINS | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| VIKAS ARORA | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MICHAEL BARTON | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ALLY FENG | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| STEVE MASON | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KIRSTEN NEWQUIST | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK E FLOOR 39 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $72,447 | CompensationAmt |
| 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 | $25,478,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $479,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $743,739 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,702,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,702,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $400,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,301,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,315,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,315,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,390 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,390 | TotalTaxAmt |
| Distributable Before Adj | $1,287,684 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,287,684 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,287,684 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,088,061 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,088,061 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,088,061 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,287,684 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,040,760 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,088,061 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,040,760 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,287,684 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $759,617 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $759,617 | 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 | $759,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $759,617 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GLOBAL IMPACT | ||||||
| 1199 N FAIRFAX ST SUITE 300 | ALEXANDRIA | VA | 22314 | PC | EMPLOYEE ASSISTANCE FUND | $2,007,500 |
| KING BAUDOUIN FNDTN UNITED STATES INC | ||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | PC | GRANTING WISHES | $128,972 |
| THE RESOURCE FOUNDATION | ||||||
| 500 SEVENTH AVE 8TH FLOOR | NEW YORK | NY | 10018 | PC | GRANTING WISHES | $104,000 |
| KING BAUDOUIN FNDTN UNITED STATES INC | ||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | PC | COVID 19 RESPONSE | $100,000 |
| THE RESOURCE FOUNDATION | ||||||
| 500 SEVENTH AVE 8TH FLOOR | NEW YORK | NY | 10018 | PC | GLOBAL GRANTMAKING | $100,000 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | COVID 19 RESPONSE | $100,000 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | GRANTING WISHES | $75,799 |
| SCHOLARSHIP AMERICA | ||||||
| PO BOX 240 | ST PETER | MN | 56082 | PC | EDUCATION | $53,400 |
| UNITED WAY OF GREATER LOS ANGELES | ||||||
| 1150 SOUTH OLIVE STREET SUITE T500 | LOS ANGELES | CA | 90015 | PC | POVERTY | $50,000 |
| INSTITUTE OF INTERNATIONAL EDUCATION | ||||||
| 809 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PC | EDUCATION | $49,100 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | GLOBAL GRANTMAKING | $42,445 |
| AMERICAN RED CROSS | ||||||
| 11355 OHIO AVE | LOS ANGELES | CA | 90025 | PC | DISASTER RELIEF | $12,520 |
| MENTOR SCHOOLS | ||||||
| 6451 CENTER STREET | MENTOR | OH | 44060 | PC | EDUCATION | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND AND NW INDIANA | ||||||
| 1301 WEST 22ND STREET SUITE 905 | OAK BROOK | IL | 60523 | PC | COVID 19 RESPONSE | $3,000 |
| FORT WAYNE RESCUE MISSION | ||||||
| 301 W SUPERIOR STREET | FORT WAYNE | IN | 46802 | PC | COVID 19 RESPONSE | $3,000 |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | ||||||
| 8446 VIRGINIA STREET | MERRILLVILLE | IN | 46410 | PC | COVID 19 RESPONSE | $3,000 |
| WORCESTER ALLIANCE FOR REFUGEE MINISTRY (WARM INC) | ||||||
| 474 GROVE ST SUITE 710 | WORCESTER | MA | 01605 | PC | COVID 19 RESPONSE | $3,000 |
| KYLEE'S KARE KITS FOR KIDS | ||||||
| 66 WATSON AVE | LEOMINSTER | MA | 01453 | PC | COVID 19 RESPONSE | $3,000 |
| COBB SCHOOLS FOUNDATION | ||||||
| 514 GLOVER STREET | MARIETTA | GA | 30066 | PC | COVID 19 RESPONSE | $3,000 |
| BALTIMORE OUTREACH SERVICES INC | ||||||
| 701 S CHARLES ST | BALTIMORE | MD | 21230 | PC | COVID 19 RESPONSE | $3,000 |
| COMMUNITY FOUNDATION OF HENDERSON COUNTY | ||||||
| 401 N MAIN ST SUITE 300 | HENDERSON | NC | 28792 | PC | COVID 19 RESPONSE | $3,000 |
| GREENSBORO URBAN MINISTRY | ||||||
| 305 WEST GATE CITY BLVD | GREENSBORO | NC | 27406 | PC | COVID 19 RESPONSE | $3,000 |
| MANNA FOODBANK | ||||||
| 627 SWANNANOA RIVER ROAD | ASHEVILLE | NC | 28805 | PC | COVID 19 RESPONSE | $3,000 |
| WESLEY-LUTHER CAMPUS MINISTRIES | ||||||
| 500 SITRLING | GREENSBORO | NC | 27412 | PC | COVID 19 RESPONSE | $3,000 |
| MEADOWLANDS AREA YMCA | ||||||
| 390 MURRAY HILL PARKWAY | EAST RUTHERFORD | NJ | 07073 | PC | COVID 19 RESPONSE | $3,000 |
| CHILDREN'S MIRACLE NETWORK | ||||||
| 600 ROE AVE | ELMIRA | NY | 14905 | PC | COVID 19 RESPONSE | $3,000 |
| ECUMENICAL SHELTER NETWORK OF LAKE COUNTY | ||||||
| PO BOX 2035 | PAINESVILLE | OH | 44077 | PC | COVID 19 RESPONSE | $3,000 |
| EDWINS LEADERSHIP & RESTAURANT INSTITUTE | ||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | PC | COVID 19 RESPONSE | $3,000 |
| END 68 HOURS OF HUNGER LAKE COUNTY | ||||||
| PO BOX 25 | GRAND RIVER | OH | 44045 | PC | COVID 19 RESPONSE | $3,000 |
| FICA (FED OF INDIA COMMUNITY ASSOC) OF NE OHIO | ||||||
| PO BOX 39474 | SOLON | OH | 44139 | PC | COVID 19 RESPONSE | $3,000 |
| FOOTPRINTS CENTER FOR AUTISM | ||||||
| 4261-A MANCHESTER RD | PERRY | OH | 44081 | PC | COVID 19 RESPONSE | $3,000 |
| GENEVA AREA INTERFAITH FOOD PANTRY | ||||||
| 505 W MAIN ST | GENEVA | OH | 44041 | PC | COVID 19 RESPONSE | $3,000 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | PC | COVID 19 RESPONSE | $3,000 |
| HANNAH'S HOME | ||||||
| PO BOX 1395 | MENTOR | OH | 44061 | PC | COVID 19 RESPONSE | $3,000 |
| HOUSE OF BREAD | ||||||
| 9 ORTH AVENUE | ORTH | OH | 45402 | PC | COVID 19 RESPONSE | $3,000 |
| MADISON FOOD CENTER | ||||||
| 1954 HUBBARD ROAD | MADISON | OH | 44057 | PC | COVID 19 RESPONSE | $3,000 |
| PAINESVILLE CITY LOCAL SCHOOLS | ||||||
| 58 JEFFERSON STREET | PAINESVILLE | OH | 44077 | PC | COVID 19 RESPONSE | $3,000 |
| RAVENWOOD HEALTH | ||||||
| 12557 RAVENWOOD DRIVE | CHARDON | OH | 44024 | PC | COVID 19 RESPONSE | $3,000 |
| SECOND HARVEST FOOD BANK OF NORTH CENTRAL OHIO | ||||||
| 5510 BAUMHART RD | LORAIN | OH | 44053 | PC | COVID 19 RESPONSE | $3,000 |
| ST GABRIEL'S CHURCH | ||||||
| 9925 JOHNNYCAKE RIDGE ROAD | CONCORD | OH | 44060 | PC | COVID 19 RESPONSE | $3,000 |
| THE CITY MISSION | ||||||
| 5310 CARNEGIE AVENUE | CLEVELAND | OH | 44103 | PC | COVID 19 RESPONSE | $3,000 |
| YMCA OF GREATER DAYTON | ||||||
| 118 W FIRST ST SUITE 300 | DAYTON | OH | 45402 | PC | COVID 19 RESPONSE | $3,000 |
| MICHELLE'S LOVE | ||||||
| PO BOX 544 | SCAPPOOSE | OR | 97056 | PC | COVID 19 RESPONSE | $3,000 |
| QUAKERTOWN FOOD PANTRY | ||||||
| PO BOX 278 | QUAKERTOWN | PA | 18951 | PC | COVID 19 RESPONSE | $3,000 |
| THE FRIENDS OF READING HOSPITAL | ||||||
| PO BOX 16052 | READING | PA | 19612 | PC | COVID 19 RESPONSE | $3,000 |
| MID-SOUTH FOOD BANK | ||||||
| 3865 S PERKINS | MEMPHIS | TN | 38118 | PC | COVID 19 RESPONSE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,932,736 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $531,313 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,540,860 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,072,173 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,072,173 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVERY DENNISON CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 GOODE AVENUE SUITE 500 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,213 | Amt |
| Net Investment Income | $2,621 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,592 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO COMMODITY PL STRAT-INS | $284,620 | $284,620 |
| DODGE & COX INCOME | $744,906 | $744,906 |
| DOUBLELINE TTL RTRN BND-R6 | $511,423 | $511,423 |
| PIMCO TOTAL RETURN FUND-INST | $595,939 | $595,939 |
| PIMCO INV GRD CRD BND-INST | $846,184 | $846,184 |
| SCHWAB U.S. TIPS ETF | $505,145 | $505,145 |
| VANGUARD TOT BD MKT IDK-ADM | $1,972,254 | $1,972,254 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDGEWOOD GROWTH FUND INST | $1,329,263 | $1,329,263 |
| FIDELITY 500 INDEX INST PRM | $4,502,388 | $4,502,388 |
| HEALTH CARE SELECT SECTOR | $1,118,065 | $1,118,065 |
| INVESCO QQQ TRUST SERIE | $1,032,832 | $1,032,832 |
| ISHARES RUSSEL 1000 VALUE | $844,308 | $844,308 |
| PARNASSUS CORE EQUITY - INST | $1,492,522 | $1,492,522 |
| VANGUARD FINANCIALS ETF | $711,162 | $711,162 |
| VANGUARD MID CAP ETF | $1,264,605 | $1,264,605 |
| FIDELITY INTL INDX INST PRM | $3,938,244 | $3,938,244 |
| ISHARES MSCI JAPAN ETF | $452,584 | $452,584 |
| T ROWE PR JAPAN FUND -I | $577,178 | $577,178 |
| ISHARES MSCI ALL COUNTRY ASIA | $659,709 | $659,709 |
| T ROWE PRICE NEW ASIA-I | $582,026 | $582,026 |
| ISHARES MSCI BRAZIL ETF | $288,442 | $288,442 |
| ISHARES CORE MSCI EMERGING | $1,355,698 | $1,355,698 |
| ISHARES MSCI INDIA ETF | $330,729 | $330,729 |
| MATTHEWS CHINA FUND-INS | $325,732 | $325,732 |
| ISHARES GLOBAL INFRASTRUCTURE | $267,724 | $267,724 |
| VANECK GOLD MINERS | $249,150 | $249,150 |
| ISHARES GOLD TRUST | $702,809 | $702,809 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PEG GLOBAL PRIVATE EQUITY IX | FMV | $220,995 | $220,995 |
| ISHARES COHEN & STEERS REIT | FMV | $522,744 | $522,744 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $25,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFTS SOFTWARE | Desc |
| Revenue And Expenses Per Books | $23,935 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,935 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,178,746 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $99,056 | Amt |
| Net Investment Income | $99,056 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $27,428 | $0 | $0 |
| FILING FEES | $160 | $0 | $0 |