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ZIONS BANCORPORATION FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ZIONS BANCORPORATION FOUNDATION (EIN 84-1411938)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349105464
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T14:01:53-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202253063PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TANNER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line136 S STATE STREET SUITE 600AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841411938EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ZIONS BANCORPORATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZIONBusinessNameControlTxt
Phone8018447633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE SOUTH MAIN STREET 15TH FLAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP841331109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL BURDISSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8018447633PhoneNum
Signature2021-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastBURDISSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJODIE HEWITSONPreparerPersonNm
PTINP00180502PTIN
Phone8015327444PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,683,959FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$149,857DividendsRevAndExpnssAmt
Dividends Net Invst Incm$149,857DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,649NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,548,428GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,649CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$233,506TotalRevAndExpnssAmt
Total Net Invst Incm$233,506TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$17,811OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,811OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25,970TaxesRevAndExpnssAmt
Taxes Net Invst Incm$970TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$162OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$162OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,943TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,943TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,980,319ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,980,319ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,024,262TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,943TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,980,319TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,790,756ExcessRevenueOverExpensesAmt
Net Investment Income$214,563NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$92,630CashBOYAmt
Cash EOY$229,021CashEOYAmt
Cash EOYFMV$229,021CashEOYFMVAmt
Corporate Bonds BOY$6,264,630CorporateBondsBOYAmt
Corporate Bonds EOY$3,146,820CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,138,751CorporateBondsEOYFMVAmt
Other Investments BOY$2,333,583OtherInvestmentsBOYAmt
Other Investments EOY$2,524,246OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,316,187OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,690,843TotalAssetsBOYAmt
Total Assets EOY$5,900,087TotalAssetsEOYAmt
Total Assets EOYFMV$6,683,959TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,690,843NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,900,087NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,690,843TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,900,087TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,690,843TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,900,087TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,690,843TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,790,756ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,900,087SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,900,087TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES, SALES OF$3,459,209$3,464,779-$5,570-$5,570
PUBLICLY TRADED SECURITIES, MUTUAL FUND CAP GAIN DISTRIBUTIONS$30,120$30,120$30,120
HIGHLAND CRUSADER DISTRIBUTION$59,099$59,099$59,099D2018-11-012020-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$83,649CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,982InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,982SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,982TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,778EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$27,778TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$24,796OverpaymentAmt
Applied To ES Tax$24,796AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8018447633PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE SOUTH MAIN STREET 15TH FLAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP841331109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HARRIS SIMMONS
ONE SOUTH MAIN ST 15TH FLSALT LAKE CITYUT84133TRUSTEE/PRESIDENT1.00$0$0$0
PAUL BURDISS
ONE SOUTH MAIN ST 15TH FLSALT LAKE CITYUT84133TRUSTEE1.00$0$0$0
REBECCA ROBINSON
ONE SOUTH MAIN ST 15TH FLSALT LAKE CITYUT84133TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,572,432AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$300,490AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,872,922TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,872,922AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$118,094CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,754,828NetVlNoncharitableAssetsAmt
Minimum Investment Return$387,741MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$387,741MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,982TaxBasedOnInvestmentIncomeAmt
Total Tax$2,982TotalTaxAmt
Distributable Before Adj$384,759DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$384,759DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$384,759DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,980,319ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,980,319QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,980,319AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$384,759DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$153,840ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$221,407ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$374,522ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,064,021ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,663,582ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,477,372TotalExcessDistributionCyovAmt
Qualifying Distributions$2,980,319QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$384,759AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,595,560RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,072,932TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$153,840ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,919,092ExcessDistriCyovToNextYrAmt
Excess From Year4$221,407ExcessFromYear4Amt
Excess From Year3$374,522ExcessFromYear3Amt
Excess From Year2$2,064,021ExcessFromYear2Amt
Excess From Year1$2,663,582ExcessFromYear1Amt
Excess From Current Year$2,595,560ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (247 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SOUTHERN METHODIST UNIVERSITY
6425 BOAZ LNDALLASTX75205PCSUPPORTING SMU DISTINGUISHED ALUMNI AWARDS$2,000
ATTITUDES & ATTIRE
2050 N STEMMONS FRWYDALLASTX75207PCPROMOTE PERSONAL GROWTH FOR WOMEN SEEKING SELF-SUFFICIENCY$2,800
DRESS FOR SUCCESS HOUSTON
3310 EASTSIDE STHOUSTONTX77098PCEMPOWER WOMEN TO ACHIEVE ECONOMIC INDEPENDENCE$1,500
GREATER HOUSTON PARTNERSHIP FOUNDATION
701 AVENIDA DE LAS AMERICASHOUSTONTX77010PCSUPPORT ECONOMIC DEVELOPMENT IN THE GREATER HOUSTON AREA$25,000
HOUSTON LIVESTOCK SHOW & RODEO
3 NRG PARKHOUSTONTX77054PCPROMOTE AGRICULTURE AND EDUCATE COMMUNITY & YOUTH$4,000
TEXAS CHRISTIAN UNIVERSITY
PO BOX 297044FORT WORTHTX76129PCSUPPORT EARLY CHILDHOOD EDUCATION FACILITY$1,000
RETINA FOUNDATION OF THE SOUTHWEST
9600 N CENTRAL EXPRESSWAYDALLASTX75231PCADVANCE SIGHT-SAVING TREATMENTS$4,380
RICHARDSON EAST ROTARY FOUNDATION
PO BOX 833765RICHARDSONTX75083PCPROVIDE COMMUNITY SERVICE$275
SPIRIT GOLF ASSOCIATION
2441 HIGH TIMBERSTHE WOODLANDSTX77380PCPROMOTE AMATEUR GOLF FOR PHILANTHROPIC PURPOSES$12,500
SPRING SPIRIT INC
8526 PITNER RDHOUSTONTX77080PCPROVIDE PATHWAYS FOR YOUTH TO REALIZE LIFE OPPORTUNITIES$3,750
ST ANTHONY CATHOLIC SCHOOL
205 W HUISACHE AVESAN ANTONIOTX78212PCEDUCATES A DIVERSE STUDENT BODY IN ACADEMICS AND CHRISTIAN VALUES$2,500
STAR OF HOPE MISSION
4848 LOOP CENTRAL DRHOUSTONTX77081PCMEET NEEDS OF HOMELESS MEN, WOMEN, AND CHILDREN$4,100
CARE FOR THE CURE
PO BOX 29331SAN ANTONIOTX78229PCFUND CANCER RESEARCH AND SUPPORTING PATIENTS AND THEIR FAMILIES$1,100
TRINITY VALLEY SCHOOL
7500 DUTCH BRANCH RDFORT WORTHTX76132PCPROVIDE SCHOLARSHIP TO PREPARE FOR COLLEGE AND PROMOTE LASTING VALUES$3,500
MATAGORDA EPISCOPAL HEALTH OUTREACH PROGRAM CORPORATION
101 AVENUE F NORTHBAY CITYTX77414PCPROVIDE HEALTH OUTREACH$500
GREATER NEW BRAUNFELS ECONOMIC DVLPMNT FNDTN
390 S SEGUIN STNEW BRAUNFELSTX78130PCSUPPORT ECONOMIC DEVELOPMENT IN NEW BRAUNFELS AREA$5,000
HOUSTON ACADEMY OF MEDICINE
1515 HERMANN DRHOUSTONTX77004PCSUPPORT THE TEXAS MEDICAL CENTER LIBRARY$300
JEWISH FAMILY SERVICE
4131 S BRARSWOOD BLVDHOUSTONTX77025PCPROVIDE BEST PRACTICE SOCIAL SERVICES TO EMPOWER INDIVIDUALS, FAMILIES, AND COMMUNITIES$3,000
EDUCATIONAL PROGRAMS INSPIRING COMMUNITIES INC
707 LEHMAN STHOUSTONTX77018PCASSIST IN TRAINING INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES$2,520
FORT BEND COUNTY CHILD ADVOCATES INC
5403 AVENUE NROSENBERGTX77471PCPROVIDE FINANCIAL EDUCATION OUTREACH$10,000
CASA DE ESPERANZA DE LOS NINOS INCORPORATED
PO BOX 301209HOUSTONTX77230PCPROVIDE COMPREHENSIVE SUPPORT PROGRAMS TO BREAK CYCLE OF CHILD ABUSE$910
CAN CARE INC
9375 KATY FREEWAYHOUSTONTX77024PCPROVIDE HOPE AND HEALING TO CANCER COMMUNITY$1,200
BOTANICAL RESEARCH INSTITUTE OF TEXAS INC
1700 UNIVERSITY DRFORT WORTHTX76107PCEXPLORE, EXPLAIN, AND DISPLAY THE PLANT WORLD TO ENRICH LIVES AND CONSERVE LIFE ON EARTH$3,825
ARLINGTON MUSEUM OF ART INC
201 W MAIN STARLINGTONTX76010PCPROMOTE VISUAL ARTS$500
AMERICAN HEART ASSOCIATION INC
105 DECKER CTDALLASTX75062PCFIGHT HEART DISEASE AND STROKE$3,800
ALLIANCE FOR CHILDREN INC
908 SOUTHLAND AVEFORT WORTHTX76104PCPROVIDE CHILDREN'S ADVOCY CENTER FOR TARRANT COUNTY$2,310
ALBERT SCHWEITZER FELLOWSHIP HOUSTON-GALVESTON
6431 FANNIN STHOUSTONTX77030PCTRAIN PROFESSIONALS TO SERVE AND EMPOWER VULNERABLE PEOPLE$1,200
THE UNIVERSITY OF HOUSTON ALUMNI ASSOCIATION FOUNDATION
PO BOX 230345HOUSTONTX77223PCEMPOWER STUDENTS IN PURSUIT OF LEARNING, DISCOVERY, LEADERSHIP, AND ENGAGEMENT$1,500
UNITED WAY OF GREATER HOUSTON
50 WAUGH DRHOUSTONTX77007PCIMPROVE LIVES AND BUILD A STRONGER COMMUNITY$70,000
THEATRE UNDER THE STARS INC
800 BAGBY STHOUSTONTX77002PCENRICH LIVES THROUGH MUSICAL THEATER, EDUCATIONAL CURRICULUMS, AND COMMUNITY ENGAGEMENT$250
THE WOMEN'S RESOURCE OF GREATER HOUSTON
730 N POST OAKHOUSTONTX77024PCHELP WOMEN BECOME FINANCIALLY INDEPENDENT AND FINANCIALLY STABLE$1,550
THE BROOKWOOD COMMUNITY INC
1752 FARM TO MARKET 1489BROOKSHIRETX77423PCPROVIDE SPIRITUAL, EDUCATIONAL, AND VOCATIONAL OPPORTUNITIES FOR ADULTS WITH SPECIAL NEEDS$2,500
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN STHOUSTONTX77005PCSUPPORT KINDER INSTITUTE FOR URBAN RESEARCH TO BUILD BETTER CITIES$935
RECOVERY WERKS
618 COMAL AVECANYON LAKETX78130PCPROVIDE SUBSTANCE ABUSE RECOVERY SUPPORT SERVICES$844
W OSCAR NEUHOUS MEMORIAL FOUNDATION
4433 BISSONNETBELLAIRETX77401PCPROVIDE READING SUCCESS FOR ALL$1,660
P4L (PREPARED FOR LIFE)
2855 MANGUMHOUSTONTX77092PCHELP YOUTH BECOME BUSINESS AND COMMUNITY LEADERS OF TOMORROW$2,500
LANDMARK CHARITIES
11111 WILCREST GREENHOUSTONTX77042PCSUPPORT WORTHY NONPROFIT ORGANIZATIONS$2,743
SEARCH HOMELESS SERVICES
2015 CONGRESS AVEHOUSTONTX77002PCASSIST IN BREAKING THE CYCLE OF POVERTY AND HOMELESSNESS$1,200
DALLAS ARBORETUM AND BOTANICAL
8525 GARLAND RDDALLASTX75218PCPROMOTE ART, ENJOYMENT, AND KNOWLEDGE OF HORTICULTURE$3,318
THE ROSE
12700 N FEATHERWOOD DRHOUSTONTX77034PCPROVIDE TREATMENT SERVICES FOR BREAST CANCER$1,000
UNITED WAY OF GREATER BAYTOWN AREA & CHAMBERS COUNTY
5309 DECKER DRBAYTOWNTX77520PCPROVIDE RESOURCES TO MEET COMMUNITY NEEDS$5,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER HOUSTON AREA
15055 WALLISVILLE RDHOUSTONTX77049PCSPONSOR BETTER US CAMPAIGN TO SUBSIDIZE LOW TO MODERATE INCOME COST FOR YMCA PROGRAMMING$1,000
WHEELER AVENUE INNER CITY VISIONS INC
3826 WHEELER AVEHOUSTONTX77004PCFUND AFFILIATE NON-PROFIT ENTITIES$420
HOLOCAUST MUSEUM HOUSTON
5401 CAROLINE STHOUSTONTX77004PCPROVIDE EDUCATION ABOUT THE HOLOCAUST AND HUMAN RIGHTS$7,500
HOPE AND HEALING CENTER & INSTITUTE
717 SAGE RDHOUSTONTX77056PCPROVIDE COMPREHENSIVE MENTAL HEALTH RESOURCE$2,150
HOUSTON CINEMA ARTS SOCIETY
4200 MONTROSE BLVDHOUSTONTX77006PCPROVIDE PUBLIC, EDUCATIONAL, CAREER-ADVANCING FILM AND ARTS PROGRAMMING$1,000
TECHNOLOGY & ENTREPRENEURSHIP CENTER OF HOUSTON INC
410 PIERCE STHOUSTONTX77002PCACCELERATE THE GROWTH OF HOUSTON'S INNOVATIVE ECOSYSTEM$8,333
JDRF INTERNATIONAL
1776 YORKTOWNHOUSTONTX77056PCFIGHT TO END TYPE 1 DIABETES$5,000
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN STHOUSTONTX77005PCSPONSOR VETERAN'S IN BUSINESS ASSOCIATION STUDENT CLUB$1,250
BANGLADESH ASSOCIATION
13415 RENN RDHOUSTONTX77083PCPROVIDE COVID 19 FOOD RELIEF$2,000
BOYS AND GIRLS COUNTRY OF HOUSTON INC
18806 ROBERTS RDHOCKLEYTX77447PCPROVIDE STABLE HOME ENVIRONMENT EMPHASIZING EDUCATION$2,500
COMAL COUNTY JR LIVESTOCK SHOW ASSOCIATION INC
PO BOX 311976NEW BRAUNFELSTX78131PCPROMOTE AGRICULTURAL LIFE FOR YOUTH OF COMAL COUNTY$980
MIGHTY OAKS FOUNDATION
13397 INNOVATION COURTMURRIETACA92563PCPROVIDE PEER-BASED ASSISTANCE FOR BROKEN-HEARTED$1,000
MUSEUM OF FINE ARTS HOUSTON
1001 BISSONNETHOUSTONTX77005PCPROVIDE ART EXHIBITIONS$20,000
SAN ANTONIO LIVESTOCK EXPOSITION INC
723 ATT CENTER PARKWAYSAN ANTONIOTX78219PCEMPHASIZE AGRICULTURE AND EDUCATION TO DEVELOP THE YOUTH OF TEXAS$2,375
SAN LEON OYSTER FEST
103 AVENUE CSAN LEONTX77539PCWORK TO ENHANCE PUBLIC OYSTER REEFS$1,500
SPORTS AUTHORITY FOUNDATION
701 AVENIDA DE LAS AMERICASHOUSTONTX77010PCPROMOTE THE REGIONS FOR SPORTS-RELATED EVENTS$800
SPAULDING FOR CHILDREN DBA ARMS WIDE ADOPTION SERVICES
6925 PORTWEST DRHOUSTONTX77024PCTRANSFORM LIVES OF CHILDREN IN NEED OF SAFE AND NURTURING PERMANENT FAMILITES$4,400
BACK ON MY FEET
100 S BROAD STPHILADELPHIAPA19110PCCOMBAT HOMELESSNESS THROUGH RUNNING, COMMUNITY SUPPORT, EMPLOYMENT, HOUSING$2,000
HOUSTON AREA WOMEN'S CENTER INC
1010 WAUGH DRHOUSTONTX77019PCWORK TO END DOMESTIC AND SEXUAL VIOLENCE$1,000
INTERFAITH MINISTRIES FOR GREATER HOUSTON
3303 MAIN STHOUSTONTX77002PCPROVIDE MEALS ON WHEELS DURING COVID 19$10,000
SUSAN G KOMEN BREAST CANCER FOUNDATION - TARRANT COUNTY AFFILIATE
600 E EXCHANGE STFORT WORTHTX76164PCPREVENT AND CURE BREAST CANCER$7,500
THE HOBBY CENTER FOUNDATION
800 BAGBY STHOUSTONTX77002PCPROVIDE WORLD-CLASS ENTERTAINMENT AND INNOVATIVE WORKS; INSPIRE PERFORMERS AND PATRONS$2,960
HOUSTON TEXANS FOUNDATION
TWO NRG PARKHOUSTONTX77054PCSPONSOR CHAMPIONS FOR YOUTH$18,000
ACRES HOME CHAMBER FOR BUSINESS AND ECONOMIC DEVELOPMENT INC
6112 WHEATLEY STHOUSTONTX77091PCSUPPORT BUSINESS AND ECONOMIC DEVELOPMENT$1,000
ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES INC
710 N POST OAK RDHOUSTONTX77079PCCREATE COMMUNITY-WIDE SOLUTIONS FOR THRIVING NONPROFITS, NEIGHBORHOODS, AND FAMILIES$300
ANY BABY CAN OF SAN ANTONIO INC
217 HOWARD STSAN ANTONIOTX78212PCSERVE FAMILIES WITH CHILDREN AND YOUTH FACING HEALTH OR DEVELOPMENTAL CHALLENGES$2,500
AVENUE COMMUNITY DEVELOPMENT CORPORATION
3517 IRVINGTON BLVDHOUSTONTX77009PCWORK TO BUILD AFFORDABLE HOMES AND STRENGTHEN COMMUNITIES$500
UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY
700 S ALAMO STSAN ANTONIOTX78213PCIMPROVE LIVES AND BUILD A STRONGER COMMUNITY$10,000
UNITED WAY OF METROPOLITAN DALLAS INC
1800 N LAMAR STDALLASTX75202PCIMPROVE LIVES AND BUILD A STRONGER COMMUNITY$10,000
INTERFAITH MINISTRIES FOR GREATER HOUSTON
3303 MAIN STHOUSTONTX77002PCPROVIDE MEALS ON WHEELS DURING COVID 19$15,000
UNITED WAY OF GREATER HOUSTON
50 WAUGH DRHOUSTONTX77007PCIMPROVE LIVES AND BUILD A STRONGER COMMUNITY$16,668
COVENANT COMMUNITY CAPITAL CORPORATION
3300 LYONS AVEHOUSTONTX77020PCFINANCIAL EDUCATION SUPPORT$1,000
COMP-U-DOPT
1602 AIRLINE DRHOUSTONTX77009PCPROVIDE TECHNOLOGY ACCESS AND EDUCATION TO UNDERSERVED YOURTH$1,500
AMERICAN NATIONAL RED CROSS
2700 SOUTHWEST FREEWAYHOUSTONTX77098PCPROVIDE HURRICANE LAURA DISASTER RELIEF$2,000
BOBBY BRAGAN YOUTH FOUNDATION
PO BOX 470765FORT WORTHTX76147PCSUPPORT CHILDREN IN PURSUING EDUCATION AND CAREER$3,565
BUILDERS OF HOPE CDC
2215 CANADA DRDALLASTX75212PCSPONSOR BACK TO SCHOOL COMMUNITY EVENT$1,000
CHILDREN AT RISK INC
2900 WESLAYAN STHOUSTONTX77027PCADDRESS CHILD POVERTY AND INEQUALITY$2,500
CREDIT COALITION
3300 LYONS AVEHOUSTONTX77020PCEMPOWER CONSUMERS WITH FINANCIAL AND HOMEBUYER COUNSELING$1,000
FORT WORTH MUSEUM OF SCIENCE AND HISTORY
1600 GENDYFORT WORTHTX76107PCSUPPORT SCIENCE MUSEUM AND THEATER$3,000
TEXAS CHRISTIAN UNIVERSITY
PO BOX 297044FORT WORTHTX76129PCPROVIDE EARLY CHILDHOOD EDUCATION FACILITY$2,400
MARCH OF DIMES INC
555 HEMPHILL STFORT WORTHTX76104PCIMPROVE HEALTH OF MOMS AND BABIES$3,800
MEMORIAL ASSISTANCE MINISTRIES INC
1625 BLALOCK RDHOUSTONTX77080PCPROVIDE PROGRAMS TO BUILD STABLE FAMILIES AND COMMUNITIES$2,500
SUSAN G KOMEN BREAST CANCER FOUNDATION - HOUSTON AFFILIATE
602 SAWYERHOUSTONTX77007PCPREVENT AND CURE BREAST CANCER$3,350
WITTE MUSEUM
3801 BROADWAYSAN ANTONIOTX78209PCSUPPORT MUSEUM OF NATURE, SCIENCE, AND CULTURE$2,500
BOYS AND GIRLS COUNTRY OF HOUSTON INC
18806 ROBERTS RDHOCKLEYTX77447PCPROVIDE STABLE HOME ENVIRONMENT EMPHASIZING EDUCATION$5,000
CENTER FOR HOUSTON'S FUTURE
701 AVENIDA DE LAS AMERICASHOUSTONTX77010PCFURTHERS THE REGION AS A TOP GLOBAL COMMUNITY$8,333
HARMONY COMMUNITY DEVELOPMENT CORPORATION
6969 PASTOR BAILEY DRDALLASTX75237PCSUPPORT FINANCIAL ASSISTANCE PROGRAM$1,000
HOUSTON PUBLIC MEDIA FOUNDATION
4343 ELGIN STHOUSTONTX77204PCSUPPORT HOUSTON PUBLIC MEDIA INNOVATION AND SUSTAINABILITY$5,000
KIPP TEXAS INC
10711 KIPP WAY DRHOUSTONTX77372PCPROMOTE EXCELLENT EDUCATION$1,000
LIFT FUND INC
2007 W MARTIN STSAN ANTONIOTX78207PCPROVIDE FINANCIAL EDUCATION$2,000
MUTLTICULTURAL EDUCATION & COUSELING THROUGH THE ARTS
1900 KANE STHOUSTONTX77007PCPROVIDE ALTERNATIVE ART ACTIVITIES FOR YOUTH AND FAMILIES$1,000
NATIONAL CMV FOUNDATION INC
PO BOX 18322TAMPAFL33679PCWORK TO PREVENT THE MOST INFECTIOUS CAUSE OF BIRTH DEFECTS IN THE U.S.$650
SAN ANTONIO LIVESTOCK EXPOSITION INC
PO BOX 200230SAN ANTONIOTX78220PCEMPHASIZE AGRICULTURE AND EDUCATION TO DEVELOP THE YOUTH OF TEXAS$1,300
STAR OF HOPE MISSION
4848 LOOP CENTRAL DRHOUSTONTX77081PCFEED AND CARE FOR HOMELESS$500
CY-FAIR EDUCATIONAL FOUNDATION
11803 GRANT RDCYPRESSTX77429PCPROVIDES HIGHER EDUCATION OPPORTUNITIES$1,700
WILKINSON CENTER
PO BOX 720248DALLASTX75372PCPROVIDE PATHWAYS TO SELF-SUFFICIENCY$1,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SN ANTONIO
231 E RHAPSODYSAN ANTONIOTX78216PCPROVIDE PROGRAMS TO FOSTER PERSONAL AND SOCIAL CHANGE$1,500
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SN ANTONIO
231 E RHAPSODYSAN ANTONIOTX78216PCPROVIDE PROGRAMS TO FOSTER PERSONAL AND SOCIAL CHANGE$1,000
SPAULDING FOR CHILDREN DBA ARMS WIDE ADOPTION SERVICES
6925 PORTWEST DRHOUSTONTX77024PCTRANSFORM LIVES OF CHILDREN IN NEED OF SAFE AND NURTURING PERMANENT FAMILITES$2,350
AVENUE COMMUNITY DEVELOPMENT CORPORATION
3517 IRVINGTON BLVDHOUSTONTX77009PCWORK TO BUILD AFFORDABLE HOMES AND STRENGTHEN COMMUNITIES$8,333
DRESS FOR SUCCESS HOUSTON
3310 EASTSIDE STHOUSTONTX77098PCEMPOWER WOMEN TO ACHIEVE ECONOMIC INDEPENDENCE$2,200
FIFTH WARD COMMUNITY REDEVELOPMENT
4300 LYONS AVEHOUSTONTX77020PCDEVELOP PLACES AND OPPORTUNITIES TO LIVE, WORK, AND PLAY$2,000
GIRLS INCORPORATED OF GREATER HOUSTON
2190 N LOOP WESTHOUSTONTX77018PCPROVIDE OPPORTUNITIES FOR GIRLS$1,500
HAVEN FOR HOPE OF BEXAR COUNTY
1 HAVEN FOR HOPE WAYSAN ANTONIOTX78207PCPROVIDE CARE FOR HOMELESS$1,500
HOUSTON HABITAT FOR HUMANITY INC
3750 N MCCARTY STHOUSTONTX77029PCPROVIDE PERMANENT AND AFFORDABLE HOMEOWNERSHIP$1,375
LEGACY COMMUNITY HEALTH SERVICES INC
PO BOX 66308HOUSTONTX77266PCDEVELOPS PROGRAMS TO ADDRESS UNMET NEEDS IN HEALTH-RELATED SERVICES$18,000
LOCAL INITIATIVES SUPPORT CORPORATION
111 N LOOP WESTHOUSTONTX77008PCFINANCIAL LITERACY SUPPORT$1,000
NATIONAL BLACK MBA ASSN HOUSTON CHAPTER INC
PO BOX 56509HOUSTONTX77256PCSUPPORT FOR LEADERS OF TOMORROW PROGRAM$2,500
PRO-VISION INC
4590 WILMINGTON STHOUSTONTX77051PCPROVIDE ACADEMIC, ECONOMIC, AND SOCIAL OPPORTUNITIES FOR YOUNG PEOPLE AND FAMILIES$10,000
PROJECT GRAND HOUSTON
3100 MAIN STHOUSTONTX77002PCPROVIDE SCHOLARSHIP PROGRAM$2,500
PROUNITAS INC
2007 COMMERCE STHOUSTONTX77002PCSUPPORT ADOPT-A-SCHOOL PROGRAM$5,000
SAN ANTONIO FOOD BANK INC
5200 ENRIQUE M BARRERA PKWYSAN ANTONIOTX78227PCPROVIDE COVID 19 FOOD RELIEF$1,000
SAN JOSE CLINIC
2615 FANNIN STHOUSTONTX77002PCPROVIDE COVID 19 RELIEF$1,000
SMALL STEPS NURTURING CENTER
2902 JENSENHOUSTONTX77026PCPROVIDE EXEMPLARY EARLY CHILDHOOD PROGRAM$3,400
TEJANO CENTER FOR COMMUNITY CONCERNS INC
2950 BROADWAY STHOUSTONTX77017PCSUPPORT HOMEBUYER EDUCATION AND HOUSING COUNSELING$1,000
TEXAS CHRISTIAN UNIVERSITY
BOX 297011FORT WORTHTX76129PCSUPPORT TCU SCHOOL OF BUSINESS$25,000
ALLIANCE FOR MULTICULTURAL COMMUNITY SERVICES
6440 HILLCROFT AVEHOUSTONTX77081PCCREATE OPPORTUNITIES FOR REFUGEES, IMMIGRANTS, AND UNDERSERVED RESIDENTS$1,000
THE CY-FAIR EDUCATIONAL FOUNDATION
11803 GRANT RDCYPRESSTX77429PCPROVIDES HIGHER EDUCATION OPPORTUNITIES$1,000
THE HOUSTON PARKS BOARD
300 N POST OAK LNHOUSTONTX77024PCCREATE OUTDOOR SPACES FOR COMMUNITY USE$3,000
THE SETTLEMENT CLUB
1600 PEYTON GIN RDAUSTINTX78758PCPROVIDE CARE, SUPPORT, AND SERVICES FOR CHILDREN WHO SUFFERED ABUSE OR NEGLECT$1,500
WE THE VILLAGE
PO BOX 764993DALLASTX75376PCSUPPORT FINANCIAL EDUCATION$1,000
THE TEXAS A&M FOUNDATION
401 GEORGE BUSH DRCOLLEGE STATIONTX77840PCSUPPORT ACADEMICS AND LEADERSHIP PROGRAMS$4,000
VENTURA COUNTY COMMUNITY DEVELOPMENT CORPORATION
2231 STURGIS RDOXNARDCA93030PCPROVIDE COVID-19 RELIEF$10,000
CHILD CARE RESOURCE CENTER INC
20001 PRAIRIE STCHATSWORTHCA91311PCCULTIVATE CHILD, FAMILY, AND COMMUNITY WELL-BEING$39,000
ACCION SAN DIEGO
404 EUCLID AVESAN DIEGOCA92114PCSUPPORT MICROLENDING PROGRAM$20,000
BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT
PO BOX 3316REDWOOD CITYCA94064PCSUPPORT ENTREPRENEURIAL EDUCATION FOR HIGH SCHOOL STUDENTS$12,500
FEEDING SAN DIEGO
9455 WAPLES STSAN DIEGOCA92121PCSUPPORT COVID 19 RESPONSE$10,000
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035PCPROMOTE HUMAN RIGHTS AND DIGNITY$23,500
ACCION SAN DIEGO
404 EUCLID AVESAN DIEGOCA92114PCFUND COVID-19 RECOVERY ASSISTANCE PLAN$10,000
UNITED WAY OF SAN DIEGO COUNTY
4699 MURPHY CANYON RDSAN DIEGOCA92123PCFUND WORKER ASSISTANCE INITIATIVE - COVID 19 RESPONSE$5,000
NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES COUNTY
3926 WILSHIRE BLVDLOS ANGELESCA90010PCPROVIDE FREE FINANCIAL COUNSELING TO LOW INCOME DURING COVID-19$15,000
LOCAL INITIATIVES SUPPORT ORGANIZATION
500 S GRAND AVELOS ANGELESCA90071PCPROVIDE EMERGENCY RELIEF SERVICES FOR COVID-19 RELIEF$15,000
OLD GLOBE THEATRE
PO BOX 122171SAN DIEGOCA92112PCPROMOTE AMERICAN THEATER AND PROVIDE GROWTH AND EDUCATION OF THEATER PROFESSIONALS$30,000
LION GLOBAL FOUNDATION (DBA MIZEL INSTITUTE)
4350 S MONACO STDENVERCO80237PCFOSTER CULTURAL UNDERSTANDING AND COMBAT RACISM$10,000
FAMILIIES FORWARD
8 THOMASIRVINECA92618PCCOVID-19 EMERGENCY RESPONSE FUND$10,000
ORANGE COUNTYS UNITED WAY
18012 MITCHELL SOUTHIRVINECA92614PCIMPROVE LIVES AND BUILD A STRONGER COMMUNITY$25,000
RICHMOND COMMUNITY FOUNDATION
3260 BLUME DRRICHMONDCA94806PCFUND COVID-19 EMERGENCY RESPONSE$15,000
WEST ANGELES COMMUNITY DEVELOPMENT CORPORATION
6028 CRENSHAW BLVDLOS ANGELESCA90043PCINCREASE SOCIAL AND ECONOMIC JUSTICE AND ALLEVIATE POVERTY$5,000
SAN DIEGO SYMPHONY ORCHESTRA
1245 7TH AVESAN DIEGOCA92101PCMAKE MUSIC INTEGRAL PART OF CULTURAL COMMUNITY$20,000
UNITED NEGRO COLLEGE FUND INC
220 MONTGOMERY STSAN FRANCISCOCA94104PCFUNDS SCHOLARSHIPS FOR BLACK STUDENTS$50,000
CENTRO DE SALUD LA COMUNIDAD DE SAN YSIDRO INC
1601 PRECISION PARK LNSAN DIEGOCA92173PCFUND COVID-19 RELIEF$25,000
VENTURA COUNTY COMMUNITY DEVELOPMENT CORPORATION
2231 STURGIS RDOXNARDCA93030PCPROVIDE COVID-19 RELIEF$15,000
RURAL COMMUNITY ASSISTANCE CORPORATION
3120 FREEBOARD DRWEST SACRAMENTOCA95691PCSUPPORT RE-EMERGING LOAN FUND$10,000
METROPOLITAN AREA ADVISORY COM ON ANTI-POVERTY OF SAN DIEGO CNTY INC
1355 THIRD AVENUECHULA VISTACA91911PCPROVIDES PROGRAMS TO SUPPORT YOUTH$10,000
BALLET ARIZONA
2835 EAST WASHINGTONPHOENIXAZ85034PCPRESERVE AND CELEBRATE DANCE$3,070
TREASURE HOUSE
1 NORTH 1STPHOENIXAZ85004PCPROVIDE LIVING COMMUNITY FOR YOUNG ADULTS WITH COGNITIVE AND DEVELOPMENTAL DISABILITIES$8,100
AMERICAN HEART ASSOCIATION
105 DECKER CTDALLASTX75062PCFIGHT HEART DISEASE AND STROKE$3,370
HABITAT FOR HUMANITY CENTRAL ARIZONA
9133 NW GRAND AVENUEPEORIAAZ85345PCPROVIDE PERMANENT AND AFFORDABLE HOMEOWNERSHIP$12,500
LOCAL INITIATIVES SUPPORT CORPORATION
4520 NORTH CENTRAL AVENUEPHOENIXAZ85012PCFINANCIAL LITERACY SUPPORT$5,000
NEWTOWN COMMUNITY DEVELOPMENT CORPORATION
511 WEST UNIVERSITY DRIVETEMPEAZ85281PCHELPING PEOPLE AFFORD HOUSES$10,000
ARIZONA OPERA COMPANY
1636 NORTH CENTRAL AVENUEPHOENIXAZ85004PCPROVIDE OPERA PRODUCTIONS AND EDUCATION$5,000
RYAN HOUSE
110 WEST MERRELL STREETPHOENIXAZ85013PCPROVIDE RESPITE OR PALLIATIVE CARE FOR CHILDREN DUIRNG LIFE-LIMITING OR END-OF-LIFE JOURNEYS$5,000
LIVE THE SOLUTION
4803 EAST 5TH STREETTUCSONAZ85711PCPROVIDE SCHOLARSHIPS TO LOW-TO-MODERATE INCOME STUDENTS$5,000
PHOENIX PERFORMIG ARTS CENTER INC
222 EAST MONROEPHOENIXAZ85004PCSMALL COMMUNITY THEATER THAT MENTORS KIDS$4,340
SANDRA DAY O'CONNER INSTITUTE
PO BOX 4425PHOENIXAZ85035PCADVANCE AMERICAN DEMOCRACY THROUGH CIVICS EDUCATION$6,400
HOUSING SOLUTIONS OF NORTHERN ARIZONA INC
PO BOX 30134FLAGSTAFFAZ86003PCPROVIDE HOUSING AND SUPPORT SERVICES TO HOMELESS AND VICTIMS OF ABUSE$7,500
HOUSING AMERICA CORPORATION
PO BOX 600SOMERTONAZ85350PCPROVIDE HOMEOWNERSHIP EDUCATION FOR LOW INCOME$5,000
ARIZONA YWCA METROPOLITAN PHOENIX
2999 NORTH 44TH STREETPHOENIXAZ85018PCPROVIDE PROGRAMS TO ELIMINATE RACISM AND EMPOWER WOMEN$10,000
A NEW LEAF INC
868 EAST UNIVERSITY DRIVEMESAAZ85203PCSUPPORT VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM$5,000
TRELLIS
1405 EAST MCDOWELL ROADPHOENIXAZ85006PCPROVIDE HOME OWNERSHIP COUNSELING, FINANCIAL ACCESS,AND NEIGHBORHOOD DEVELOPMENT$10,000
THE PRIMAVERA FOUNDATION INC
811 SOUTH 6TH AVENUETUCSONAZ85701PCPROVIDE HOUSING COUNSELING, HOMEOWNER AND FINANCIAL EDUCATION SERVICES$7,500
UMOM NEW DAY CENTERS INC
3333 EAST VAN BUREN STREETPHOENIXAZ85008PCPROVIDE AFFORDABLE HOUSING AND SERVICES FOR HOMELESS$5,000
A NEW LEAF INC
868 EAST UNIVERSITY DRIVEMESAAZ85203PCSUPPORT NEIGHBORHOOD ECONOMIC DEVELOPMENT SUPPORT$5,000
ARIZONA COUNCIL OF ECONOMIC EDUCATION
16421 NORTH TATUM BOULEVARDPHOENIXAZ85032PCSUPPORT ENTREPRENEURSHIP, ECONOMIC AND FINANCIAL LITERACY, AND WORKFORCE DEVELOPMENT$3,000
BOYS AND GIRLS CLUBS OF SIERRA VISTA INC
1746 PASEO SAN LUISSIERRA VISTAAZ85635PCASSIST YOUTH IN BECOMING PRODUCTIVE, CARING, RESPONSIBLE CITIZENS$2,500
BOYS AND GIRLS CLUBS OF THE COLORADO RIVER
2250 HIGHLAND ROADBULLHEAD CITYAZ86442PCASSIST YOUTH IN BECOMING PRODUCTIVE, CARING, RESPONSIBLE CITIZENS$3,500
DREAMSPRING
2000 ZEARING AVENUE NWALBUQUERQUENM87104PCREVITALIZE COMMUNITIES BY FUNDING BUSINESS DREAMS$3,000
GROWTH PARTNERS ARIZONA
333 NORTH WILMOTTUCSONAZ85711PCPROVIDE FINANCING AND CONSULTING FOR NONPROFITS AND BUSINESSES$5,000
HABITAT FOR HUMANITY TUCSON INC
3501 NORTH MOUNTAIN AVENUETUCSONAZ85719PCPROVIDE PERMANENT AND AFFORDABLE HOMEOWNERSHIP$3,000
INTERNATIONAL SONORAN DESERT ALLIANCE
PO BOX 687AJOAZ85321PCPRESERVE THE ENVIRONMENT, CULTURE, AND ECONOMY OF THE SONORON DESERT$3,500
PIMA COUNTY COMMUNITY LAND TRUST
17 NORTH LINDA AVETUCSONAZ85745PCPROVIDE PERMANENTLY AFFORDABLE HOUSING IN PIMA COUNTY$5,000
SAVE THE FAMILY FOUNDATION OF ARIZONA
125 EAST UNIVERSITY DRIVEMESAAZ85201PCPROVIDE PROGRAMS TO END HOMELESSNESS$5,000
ARIZONA HOUSING COALTION
1495 EAST OSBORN ROADPHOENIXAZ85014PCPROVIDE PROGRAMS TO END HOMELESSNESS$5,000
WEST VALLEY MAVERICKS FOUNDATION INC
PO BOX 2216LITCHFIELD PARKAZ85340PCSUPPORT PROGRAMS TO ASSIST CHILDREN AND FAMILIES IN NEED$5,800
AMERICAN HEART ASSOCIATION
105 DECKER CTDALLASTX76052PCFIGHT HEART DISEASE AND STROKE$10,000
COMMUNITY FOUNDATION OF WESTERN NEVADA
50 WASHINGTON STREETRENONV89503PCCONNECT PEOPLE AND RESOURCES TO SOLVE COMMUNITY CHALLENGES$2,500
REBUILDING TOGETHER SOUTHERN NEVDA
611 SOUTH 9TH STREETLAS VEGASNV89101PCPROVIDES CRITICAL HOME REPAIRS TO LOW-INCOME SENIORS, VETERANS, AND DISABLED$5,000
DOUGLAS COUNTY BACKPACK BUDDIES PROGRAM
1295 BRIDLE WAYMINDENNV89423PCPROVIDES NON-PERISHABLE WEEKEND FOOD TO IN-NEED STUDENTS PRE K-12$2,000
MONEY MANAGEMENT INTERNATIONAL INC
14141 SOUTHWEST FREEWAYSUGAN LANDTX77478PCPROVIDES NONPROFIT SOLUTIONS TO EVERYDAY FINANCIAL CHALLENGES$2,500
AMERICAN HEART ASSOCIATION
105 DECKER CTLAS VEGASNV75062PCFIGHT HEART DISEASE AND STROKE$7,000
THREE SQUARE
4190 NORTH PECOS ROADLAS VEGASNV89115PCPROVIDES FOOD TO FAMILIES IN NEED$10,000
FRIENDS FOR LAS VEGAS METROPOLITAN POLICE DEPARTMENT
400 SOUTH MARTIN LUTHER KINGLAS VEGASNV89106PCPROVIDES SUPPORT FOR METRO LAS VEGAS POLICE DEPARTMENT$5,000BOULEVARD
JDRF INTERNATIONAL
5542 SOUTH FORT APACHE ROADLAS VEGASNV89148PCFIGHT TO END TYPE 1 DIABETES$4,750
UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION
4505 SOUTH MARYLAND PARKWAYLAS VEGASNV89154PCSUPPORT STUDENT-ATHLETE INITIATIVE$36,500
NEVADA PARTNERS INC
690 WEST LAKE MEAD BOULEVARDLAS VEGASNV89030PCSUPPORT FINANCIAL WELNESS PROGRAM$2,500
COMMUNITIES IN SCHOOLS OF NEVADA
8350 WEST SAHARA AVENUELAS VEGASNV89117PCPROVIDES INTEGRATED STUDEND SUPPORT$25,000
DOMESTIC VIOLENCE RESOURCE CENTER
1735 VASSAR STREETRENONV89502PCPROVIDES SUPPORT FOR DOMESTIC VIOLENCE VICTIMS$4,000
THE FOOD BANK OF NORTHERN NEVADA INC
500 ITALY DRIVESPARKSNV89437PCSUPPORT CORE FOOD DISTRIBUTION PROGRAM$5,000
NEVADA SENIOR SERVICES INC
901 NORTH JONES BOULEVARDLAS VEGASNV89108PCSUPPORT AGING MASTERY PROGRAM$4,000
GOLDEN RAINBOW OF NEVADA INC
714 EAST SAHARA AVENUELAS VEGASNV89104PCSUPPORT FINANCIAL ASSISTANCE FOR LOW-INCOME INDIVIDUALS$3,000
HELPING HANDS OF VEGAS VALLEY INC
3640 NORTH 5TH STREETNORTH LAS VEGASNV89032PCSUPPORT HOME REPAIR PROGRAM FOR LOW-INCOME SENORS$3,000
NEVADA WOMEN'S FUND
770 SMITHRIDGE DRIVERENONV89502PCPROVIDE SCHOLARSHIPS AND FUNDING TO SUPPORT NORTHERN NEVADA WOMEN AND FAMILIES$15,000
COLLEGE OF SOUTHERN NEVADA FOUNDATION INC
6375 WEST CHARLESTON BOULEVARDLAS VEGASNV89146PCHEALTH SCIENCES BUILDING CAMPAIGN$20,000
JUNIOR ACHIEVEMENT OF SOUTHERN NEVADA INC
1921 NORTH RAINBOW BOULEVARDLAS VEGASNV89108PCPROVIDE PROGRAMS TO PREPARE YOUNG PEOPLE TO SUCCEED$50,000
YMCA OF SOUTHERN NEVADA
4141 MEADOWS LANELAS VEGASNV89107PCPROVIDE FINANCIAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES$2,500
ESL IN-HOME PROGRAM OF NORTHERN NEVADA
702 SEAN DRIVECARSON CITYNV89701PCPROVIDE FUNDING FOR PROGRAM TRANSITION TO ONLINE PLATFORMS TO DEVELOP LANGUAGE SKILLS$2,000
CULTURAL DIVERSITY FOUNDATION INC
500 NORTH RAINBOW BOULEVARDLAS VEGASNV89107PCPROVIDE COMPUTER SKILLS TRAINING TO UNEMPLOYED AND UNDER-EMPLOYED$1,000
SHRINERS HOSPITALS FOR CHILDREN
1680 VILLAGE CENTER CIRCLELAS VEGASNV89134PCPROVIDE MEDICAL CARE FOR CHILDREN$10,000
NEVADA HAND INC
295 EAST WARM SPRINGS ROADLAS VEGASNV89119PCPROVIDE AFFORDABLE HOUSING SOLUTIONS$10,000
UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION
4505 SOUTH MARYLAND PARKWAYLAS VEGASNV89154PCLEE BUSINESS SCHOOL BUILDING FUND$13,250
UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION
4505 SOUTH MARYLAND PARKWAYLAS VEGASNV89154PCPRESIDENTIAL SCHOLARSHIP FUND4$25,000
FOUNDATION FOR AN INDEPENDENT TOMORROW
1931 STELLA LAKE STREETLAS VEGASNV89106PCPROVIDE JOB TRAINING, COACHING, AND SUPPORT$2,500
SIERRA NEVADA JOURNEYS
190 EAST LIBERTY STREETRENONV89501PCSUPPORT STEM EDUCATION FOR LOW-INCOME SCHOOLS$2,000
EYE CARE FOR KIDS NEVADA CHAPTER
6150 WEST SMOKE RANCH ROADLAS VEGASNV89108PCSUPPORT FREE EYE CARE FOR LOW-INCOME CHILDREN$2,500
SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION
1165 HERNDON PARKWAYHERNDONVA20170PCSUPPORT MENTORING FOR SMALL BUSINESS OWNERS$2,500
SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION
1165 HERNDON PARKWAYHERNDONVA20170PCSUPPORT MENTORING FOR SMALL BUSINESS OWNERS$4,000
JDRF INTERNATIONAL
1215 4TH AVESEATTLEWA98161PCFIGHT TO END TYPE 1 DIABETES$6,750
SEATTLE CHILDREN'S THEATRE ASSOCIATION
201 THOMAS STSEATTLEWA98109PCPROVIDE ACCESS TO THEATER FOR CHILDREN OF ALL AGES$2,000
SEATTLE COLLEGES FOUNDATION
1500 HARVARD AVESEATTLEWA98122PCINCREASE ACCESS TO QUALITY AFFORDABLE EDUCATION$2,250
PLYMOUTH HOUSING GROUP
2113 3RD AVESEATTLEWA98121PCPRESERVE, DEVELOP, AND OPERATE HOUSING TO HELP ELIMINATE HOMELESSNESS$10,000
CANCER LIFELINE OF KING COUNTY
6522 FREEMONT AVESEATTLEWA98103PCPROVIDE SUPPORT TO CANCER PATIENTS$4,350
ARTSFUND
100 W HARRISON STSEATTLEWA98119PCSUPPORT FOR ARTS IN STRENGTHENING COMMUNITY$7,500
JUNIOR ACHIEVEMENT OF WASHINGTON
1610 PERIMETER RDAUBURNWA98001PCDARE TO DREAM SPONSORSHIP$4,900
BELLWETHER HOUSING
410 2ND AVESEATTLEWA98104PCPROVIDE AFFORDABLE HOUSING$2,500
SEATTLE SYMPHONY ORCHESTRA INC
PO BOX 21906SEATTLEWA98111PCBRING PEOPLE TOGETHER AND LIFT THE HUMAN SPIRIT THROUGH THE POWER OF MUSIC$7,500
CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON
100 23RD AVE SSEATTLEWA98144PCSUPPORT FOR ST. MARTIN DE PORRES SHELTER$5,000
A CONTEMPORARY THEATRE INC
700 UNION STSEATTLEWA98101PCPROVIDE REGIONAL, NON-PROFIT THEATER$2,000
CHIEF SEATTLE CLUB
410 2ND AVE EXT SSEATTLEWA98104PCPROVIDE NATIVE-LED HOUSING AND HUMAN SERVICES$2,500
SEATTLE POLICE FOUNDATION
PO BOX 456SEATTLEWA98111PCSUPPORT FOR SEATTLE POLICE DEPARTMENT$4,500
VON'S VISION INC
59 CAVALIER BOULEVARDFLORENCEKY41042PCPROVIDES EYE CARE TO LOW-INCOME POPULATION$5,000
SOUTHSIDE CHILDREN'S CENTER
2601 SPRAGUE AVEPUEBLOCO81004PCPROVIDE CHILD CARE TO PUEBLO$377
DENVER ZOOLOGICAL FOUNDATION INC
2300 STEELE STREETDENVERCO80205PCENRICH SOCIETY BY PROTECTING AND CARING FOR ANIMALS$10,000
DENVER SCHOLARSHIP FOUNDATION
789 SHERMAN STREET SUITE 610DENVERCO80203PCPROVIDES RESOURCES TO HELP STUDENTS ENROLL IN AND GRADUATE FROM COLLEGE$3,750
DREAMSPRING
2000 ZEARING AVENUE NWALBUQUERQUENM87104PCPROVIDES FUNDING AND SUPPORT FOR ENTREPRENEURS$10,000
FOOD BANK OF THE ROCKIES
10700 EAST 45TH AVENUEDENVERCO80239PCPROVIDE COVID 19 FOOD RELIEF$10,000
YOUNG AMERICANS CENTER FOR FINANCIAL EDUCATION
3550 EAST 1ST AVENUEDENVERCO80206PCPROVIDES EDUCATIONAL PROGRAMS FOR LOW-INCOME STUDENTS$5,000
HEART & HAND
2736 WELTON STREETDENVERCO80205PCPROVIDE ACADEMIC, PHYSICAL, AND EMOTIONAL SUPPORT FOR YOUTH$3,000
LION GLOBAL FOUNDATION (DBA MIZEL INSTITUTE)
4350 S MONACO STREETDENVERCO80237PCFOSTER CULTURAL UNDERSTANDING AND COMBAT RACISM$10,000
SILICON SLOPES
772 EAST UTAH VALLEY DRIVEAMERICAN FORKUT84003PCEMPOWER UTAH'S STARTUP AND TECH COMMUNITY TO CONNECT AND SERVE$116,500
SHELTER THE HOMELESS COMMITTEE INC
242 WEST PARAMOUNT AVENUESALT LAKE CITYUT84115PCSERVE HOMELESS INDIVIDUALS$100,000
UTAH VALLEY UNIVERSITY FOUNDATION INC
800 WEST UNIVERSITY PARKWAYOREMUT84058PCEXPAND SOLUTIONS TO PREVENT AND END HOMELESSNESS IN UTAH$100,000
UNITED WAY OF SALT LAKE
257 EAST 200 SOUTHSALT LAKE CITYUT84111PCIMPROVE LIVES AND BUILD A STRONGER COMMUNITY$100,000
ANIMAL SHELTER OF WOOD RIVER VALLEY
PO BOX 1496HAILEYID83333PCCREATE NEW POSSIBILITIES FOR HOMELESS ANIMALS$50,000
UTAH YOUTH SYMPHONY ASSOCIATION
PO BOX 58168SALT LAKE CITYUT84158PCEDUCATE AND INSPIRE YOUNG MUSICIANS$80,000
ST LUKE'S HEALTH FOUNDATION LTD
190 EAST BANNOCK STREETBOISEID83712PCCHILDREN'S PAVILION DEDICATED TO HEALTH CARE SOLUTIONS$100,000
PARK CITY EDUCATION FOUNDATION
1821 SIDEWINDER DRIVEPARK CITYUT84060PCFUND INITIATIVES TO INSPIRE STUDENTS TO REACH ADADEMIC POTENTIAL$113,500
NATIONAL ABILITY CENTER
1000 ABIITY WAYPARK CITYUT84060PCPROVIDE PROGRAMS TO BUILD SELF-ESTEEM, CONFIDENCE, AND LIFETIME SKILLS$50,000
COMMUNITY FOUNDATION OF JACKSON HOLE
PO BOX 574JACKSONWY83001PCIMPROVING LIVES THROUGH PHILANTHROPIC LEADERSHIP$25,000
UTAH COMMUNITY BUILDERS
175 EAST 400 SOUTHSALT LAKE CITYUT84111PCPROVIDE PLATFORM FOR BUSINESS COMMUNITY TO ENGAGE ON SOCIAL ISSUES$100,000
SUCCESS IN EDUCATION FOUNDATION
111 EAST BROADWAYSALT LAKE CITYUT84047PCENHANCE AND ENRICH SCHOLASTIC EXPERIENCES$100,000
LION GLOBAL FOUNDATION (DBA MIZEL INSTITUTE)
4350 S MONACO STREETDENVERCO80237PCFOSTER CULTURAL UNDERSTANDING AND COMBAT RACISM$10,000
PASTOR FRANCE A DAVIS SCHOLARSHIP FUND INC
1090 SOUTH STATE STREETSALT LAKE CITYUT84111PCPROVIDE FINANCIAL ASSISTANCE TO STUDENTS$100,000
UTAH FESTIVAL OPERA COMPANY
59 SOUTH 100 WESTLOGANUT84321PCPROVIDE COMMUNITY WITH OPERA, MUSICAL, THEATER, CONCERTS, ETC.$100,000
THANKSGIVING POINT INSTITUTE INC
3003 NORTH THANKSGIVING WAYLEHIUT84043PCPROVIDE TRANSFORMATIVE LEARNING EXPERIENCES$50,000
UTAH STATE UNIVERSITY FOUNDATION
1590 OLD MAIN HILLLOGANUT84322PCFUND L. TOM PERRY PAVILION IN BUSINESS SCHOOL$100,000
SHELTER THE HOMELESS COMMITTEE INC
242 WEST PARAMOUNT AVENUESALT LAKE CITYUT84115PCNEW HOMELESS RESOURCE CENTERS$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,980,319TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$149,857ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,649ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$233,506ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$233,506TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN EXPRESS CO$200,000$200,300
BANK OF MONTREAL$300,687$300,363
BANK OF NOVA SCOTIA$400,516$400,552
BMW US CAP LLC$126,117$128,471
BP CAPITAL MARKETS PLC$406,796$402,016
DAIMLER FINANCE NA LLC$401,160$400,570
GENERAL DYNAMICS CORP$400,279$400,487
GOLDMAN SACHS GOUP INC$200,591$200,570
HSBC HLDGS PLC$403,935$404,768
WELLS FARGO & COMPANY$306,739$300,654

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HLMEXFMV$144,158$207,191
GOFXXFMV$240,148$240,148
TBIXXFMV$113,609$113,609
SAPYXFMV$140,007$204,518
NWKDXFMV$102,742$158,928
JENIXFMV$146,440$205,156
VIGFMV$232,725$398,805
VTIFMV$157,281$296,437
VEUFMV$167,435$212,080
MWTIXFMV$161,215$163,108
HNVRXFMV$137,029$160,237
IWSFMV$144,785$167,644
IWPFMV$111,481$164,856
DEMIXFMV$139,950$199,114
HCFLPFMV$0$1
TIDDXFMV$63,533$91,950
AGGFMV$74,922$81,078
DBLEXFMV$82,595$83,984
MHYIXFMV$82,291$82,730
GJRTXFMV$81,900$84,613

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescUT SECRETARY OF STATE FEESDesc
Revenue And Expenses Per Books$162RevenueAndExpensesPerBooksAmt
Net Investment Income$162NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$17,811Amt
Net Investment Income$17,811NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECTION 4940 TAX PAID ON NET INVESTMENT INCOME$25,000$0$0$0
FOREIGN TAXES PAID ON INVESTMENTS AS REPORTED ON 1099-DIV$970$970$0$0