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PFIZER FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PFIZER FOUNDATION INC (EIN 13-6083839)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349108189
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)
Return2021-11-15T16:17:15-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 W JEFFERSON SUITE 1900AddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136083839EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PFIZER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPFIZBusinessNameControlTxt
Phone2127334250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1235 EAST 42ND STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLINE ROANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127334250PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLINEPersonFirstNm
Person LastROANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE A FITZMAURICEPreparerPersonNm
PTINP01491005PTIN
Phone3132303340PhoneNum
Preparation2021-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$273,081,558FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,462,176ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$46,116DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,019,727DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,612,211NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$42,046,145GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,960,071CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,513OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$17,120,503TotalRevAndExpnssAmt
Total Net Invst Incm$6,985,311TotalNetInvstIncmAmt
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
Legal Fees Rev And Expnss$82,330LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$72,150LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$65,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$65,900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,485,017OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$199,252OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,751,840OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$282,145TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Net Invst Incm$92,226OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,915,392TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$291,478TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,889,890TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,473,236ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,341,640ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,388,628TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$291,478TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$50,231,530TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,268,125ExcessRevenueOverExpensesAmt
Net Investment Income$6,693,833NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,075,486SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,513,462SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,513,462SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$146,616AcctRcvblBOYAmt
Corporate Stock BOY$68,078,108CorporateStockBOYAmt
Corporate Stock EOY$70,683,367CorporateStockEOYAmt
Corporate Stock EOYFMV$70,683,367CorporateStockEOYFMVAmt
Corporate Bonds BOY$205,129,954CorporateBondsBOYAmt
Corporate Bonds EOY$187,498,073CorporateBondsEOYAmt
Corporate Bonds EOYFMV$187,498,073CorporateBondsEOYFMVAmt
Other Investments BOY$4,616,033OtherInvestmentsBOYAmt
Other Investments EOY$4,386,656OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,386,656OtherInvestmentsEOYFMVAmt
Total Assets BOY$290,046,197TotalAssetsBOYAmt
Total Assets EOY$273,081,558TotalAssetsEOYAmt
Total Assets EOYFMV$273,081,558TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,691,807AccountsPayableBOYAmt
Accounts Payable EOY$3,766,748AccountsPayableEOYAmt
Other Liabilities BOY$595,325OtherLiabilitiesBOYAmt
Other Liabilities EOY$877,470OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,287,132TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,644,218TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$285,759,065NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$268,437,340NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$285,759,065TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$268,437,340TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$290,046,197TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$273,081,558TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$285,759,065TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,268,125ExcessRevenueOverExpensesAmt
Other Increases$19,946,400OtherIncreasesAmt
Subtotal$268,437,340SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$268,437,340TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
How AcquiredPHowAcquiredCd
Gross Sales Price$42,046,145GrossSalesPriceAmt
Cost Or Other Basis$36,086,074CostOrOtherBasisAmt
Gain Or Loss$5,960,071GainOrLossAmt
Gains Minus Excess Or Losses$5,960,071GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,960,071CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$93,044InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$93,044SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$93,044TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$193,021EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$11,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$204,021TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$110,977OverpaymentAmt
Applied To ES Tax$110,977AppliedToESTaxAmt
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 StateALOrgReportOrRegisterStateCd
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 AddressWWW.PFIZER.COMWebsiteAddressTxt
Individual With BooksCAROLINE ROANIndividualWithBooksNm
Phone2127330953PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1235 EAST 42ND STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175755ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App0UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctYes (1)PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DARREN BACK
235 EAST 42ND STREETNEW YORKNY10017VP, GLOBAL HEALTH7.00$0$0$0
DOREEN HEGMANN
235 EAST 42ND STREETNEW YORKNY10017DIRECTOR4.00$0$0$0
CLAIRE MAGUIRE
235 EAST 42ND STREETNEW YORKNY10017DIRECTOR1.00$0$0$0
DEZARIE MAYERS
235 EAST 42ND STREETNEW YORKNY10017DIRECTOR8.00$0$0$0
OONAGH PUGLISI
235 EAST 42ND STREETNEW YORKNY10017EXECUTIVE DIRECTOR & ACTING SECRETARY16.00$0$0$0
CAROLINE ROAN
235 EAST 42ND STREETNEW YORKNY10017PRESIDENT1.00$0$0$0
JULIA WU
235 EAST 42ND STREETNEW YORKNY10017DIRECTOR33.00$0$0$0
JENNY SIA
235 EAST 42ND STREETNEW YORKNY10017DIRECTOR33.00$0$0$0
BRIAN MCMAHON
235 EAST 42ND STREETNEW YORKNY10017ASSIST TREASURER1.00$0$0$0
BRIAN BYALA
235 EAST 42ND STREETNEW YORKNY10017TREASURER1.00$0$0$0
AARON ZHU
235 EAST 42ND STREETNEW YORKNY10017DIRECTOR1.00$0$0$0
MATTHEW DIAMOND
235 EAST 42ND STREETNEW YORKNY10017DIRECTOR1.00$0$0$0
BARBARA BONFIGLIO
235 EAST 42ND STREETNEW YORKNY10017DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
BENEVITY INC
700 611 MEREDITH RD NECALGARY ABCAT2E 2W5DONOR AND GRANT MANAGEMENT$417,800
BLACKBAUD INC
CONTRIB PROCESS FEES$353,177WORLD HEADQUARTERS 65 FAIRCHILDSTREETCHARLESTONSC29492
NORTHERN TRUST
INV. CUSTODIAL SVCS.$199,25265 EAST 55TH STREET 24NEW YORKNY10022
ERNST & YOUNG LLP
DUE DILIGENCE FEES$176,400395 9TH AVE NEW YORKNEW YORKNY10001
YOURCAUSE LLC
DONOR MANAGMENT$140,9026111 WEST PLANO PKWY 1000YCPLANOTX75093
FieldValueIRS element (for citing)
Contractor Paid Over50k4ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MATCHING GIFTS PROGRAM - MATCHES THE PERSONAL FINANCIAL CONTRIBUTIONS OF U.S.-BASED PFIZER EMPLOYEES, RETIREES, AND BOARD MEMBERS TO ELIGIBLE NONPROFIT CHARITABLE ORGANIZATIONSDescription1Txt
Expenses1$12,769,454Expenses1Amt
Description2UNITED WAY PROGRAM - MATCHES THE PERSONAL CONTRIBUTIONS OF U.S.-BASED PFIZER EMPLOYEES, RETIREES, AND BOARD MEMBERS TO THE UNITED WAY.Description2Txt
Expenses2$1,476,744Expenses2Amt
Description3COMMUNITY GRANTS - SUPPORTS THOSE AFFECTED BY A CATASTROPHE OR DISASTER AND FOR THE BETTERMENT OF COMMUNITY.Description3Txt
Expenses3$35,844,738Expenses3Amt
Description4VOLUNTEER PROGRAM - SUPPORTS PROJECTS AT NONPROFIT ORGANIZATIONS IN WHICH A PFIZER EMPLOYEE OR RETIREE VOLUNTEERS A MINIMUM OF 72 HOURS PER YEAR.Description4Txt
Expenses4$1,382,300Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1GLOBAL HEALTH INVESTMENT FUND I, LLC: TO SUPPORT THE DEVELOPMENT, PRODUCTION AND COMMERCIALIZATION OF DRUGS, VACCINES, PREVENTATIVES, DIAGNOSTICS AND OTHER RELATED TECHNOLOGIES TO ADDRESS GLOBAL HEALTH CHALLENGES AND ACHIEVE SPECIFIED GLOBAL HEALTH OBJECTIVES.Description1Txt
Expenses1$401,443Expenses1Amt
Total$401,443TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$257,430,900AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,096,232AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$266,527,132TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$266,527,132AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,997,907CashDeemedCharitableAmt
Net Vl Noncharitable Assets$262,529,225NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,126,461MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,126,461MinimumInvestmentReturnAmt
Tax Based On Investment Income$93,044TaxBasedOnInvestmentIncomeAmt
Total Tax$93,044TotalTaxAmt
Distributable Before Adj$13,033,417DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,033,417DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,033,417DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,231,530ExpensesAndContributionsAmt
Program Related Invst Total$401,443ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,632,973QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,632,973AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,033,417DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$20,473,312ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,122,343ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,233,663ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,060,397ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,261,289ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$99,151,004TotalExcessDistributionCyovAmt
Qualifying Distributions$50,632,973QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,033,417AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,599,556RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$136,750,560TotalCorpusAmt
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$20,473,312ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$116,277,248ExcessDistriCyovToNextYrAmt
Excess From Year4$23,122,343ExcessFromYear4Amt
Excess From Year3$15,233,663ExcessFromYear3Amt
Excess From Year2$28,060,397ExcessFromYear2Amt
Excess From Year1$12,261,289ExcessFromYear1Amt
Excess From Current Year$37,599,556ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (215 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117PCDISASTER RELIEF - JANUARY 2020 AUSTRALIA WILDFIRES$100,000
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117PCDISASTER RELIEF - 2020 CORONAVIRUS OUTBREAK$150,000
PROJECT HOPE
7500 OLD GEORGETOWN ROAD SUITE 600BETHESDAMD20814PCDISASTER RELIEF - 2020 CORONAVIRUS OUTBREAK$350,000
UNITED WAY PURETO RICO
PO BOX 191914SAN JUANPR00919PCDISASTER RELIEF - 2020 PUERTO RICO'S EARTHQUAKE EFFORTS$50,000
PANORAMA GLOBAL
2101 4TH AVENUE STE 2100SEATTLEWA98121PCDISASTER RELIEF - 2020 CORONAVIRUS OUTBREAK$250,000
INTERNATIONAL MEDICAL CORPS
2156 1801 W OLYMPIC BLVDPASADENACA91199PCDISASTER RELIEF - 2020 CORONAVIRUS OUTBREAK$500,000
THE COMMUNITY FOUNDATION OF MIDDLE OF TENNESSEE
3833 CLEGHORN AVENUE SUITE 400NASHVILLETN37215PCDISASTER RELIEF - 2020 TENNESSEE TORNADO$25,000
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902PCDISASTER RELIEF - HURRICANE LAURA$25,000
COMMUNITY FOUNDATION OF SOUTHWEST LOUISIANA
P O BOX 3125LAKE CHARLESLA70602PCDISASTER RELIEF - HURRICANE LAURA$25,000
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117PCDISASTER RELIEF - CALIFORNIA WILDFIRES$150,000
UNITED WAY PURETO RICO
PO BOX 191914SAN JUANPR00919PCDISASTER RELIEF - UPJOHN SPIN-OFF MITIGATION GRANT$99,500
COMMUNITY FOUNDATION OF NEW JERSEY
PO BOX 338MORRISTOWNNJ07963PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$500,000
IBIO INSTITUTE
500 W MADISON ST STE 1000CHICAGOIL60661PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$50,000
CAMBRIDGE HOSPITAL ALLIANCE
COMMERCE PLACE 350 MAIN ST SUITE SMALDENMA02148PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$50,000
COUNTY OF SAN DIEGO
1600 PACIFIC HIGHWAY SUITE 166SAN DIEGOCA92101PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$750,000
FOOD BANK COUNCIL OF MICHIGAN
330 MARSHALL STREET SUITE 102LANSINGMI48912PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$500,000
FORWARD TOGETHER NEW ORLEANS
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THE PHILADELPHIA FOUNDATION
1835 MARKET STREET SUITE 2140PHILADELPHIAPA19103PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$250,000
HARTFORD FOUNDATION FOR PUBLIC GIVING
10 COLUMBUS BOULEVARD 8TH FLOORHARTFORDCT06106PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$250,000
HOMEFUL FOUNDATION
23091 MILL CREEK DRLAGUNA HILLSCA92653PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$250,000
LAWRENCE GENERAL HOSPITAL
1 GENERAL STREETLAWRENCEMA01842PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$50,000
UNITED WAY OF METROPOLITAN CHICAGO
333 SOUTH WABASH AVENUE 30TH FLOORCHICAGOIL60604PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$50,000
MASSACHUSETTS HEALTH & HOSPITAL ASSOCIATION
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THE CHICAGO COMMUNITY FOUNDATION
225 N MICHIGAN AVECHICAGOIL60601PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$100,000
BOSTON FOUNDATION INC
75 ARLINGTON STBOSTONMA02116PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$200,000
HEALTH RESEARCH INC
150 BROADWAY STE 560MENANDSNY12204PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$2,000,000
THE LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573PCUS - COMMUNITY GRANT SUPPORT$100,000
ZERO - THE END OF PROSTATE CANCER
515 KING STREET SUITE 420ALEXANDRIAVA22314PCUS - COMMUNITY GRANT SUPPORT$50,000
HEMOPHILIA FEDERATION OF AMERICA
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LIVING BEYOND BREAST CANCER
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CHARLEY'S FUND INC
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CURE DUCHENNE
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FREIDREICH'S ATAXIA RESEARCH ALLIANCE
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HEREDITARY ANGIOEDEMA ASSOCIATION INC
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PARENT PROJECT MUSCULAR DYSTROPHY
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PLATELET DISORDER SUPPORT ASSOCIATION
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CANCER SUPPORT COMMUNITY
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CANCER CARE
275 7TH AVENUENEW YORKNY10001PCUS - COMMUNITY GRANT SUPPORT$100,000
GBS CIDP FOUNDATION INTERNATIONAL
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MEMORIAL SLOAN KETTERING CANCER CENTER
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MUSCULAR DYSTROPHY ASSOCIATION INC
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SHARSHERET
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SICKLE CELL DISEASE ASSOCIATION OF AMERICA INC
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THE NATIONAL HEMOPHILIA FOUNDATION
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FAMILY REACH FOUNDATION
142 BEKELEY STREET 3RD FLBOSTONMA02116PCUS - COMMUNITY GRANT SUPPORT$100,000
DIRECT RELIEF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117PCUS - INFECTIOUS DISEASE PROGRAM$3,000,000
THE CHICAGO COMMUNITY FOUNDATION
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SEATTLE FOUNDATION
1601 5TH AVENUE SUITE 1900SEATTLEWA98101PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$250,000
PHOEBE FOUNDATION INC
PO BOX 3770ALBANYGA31706PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$125,000
THE ONESTAR FOUNDATION
9011 MOUNTAIN RIDGE DRIVE SUITE 100AUSTINTX78759PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$250,000
AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES
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YOUNG SURVIVAL COALITION
213 JEFFERSON AVERIVER EDGENJ07661PCUS - COMMUNITY GRANT SUPPORT$50,000
HERO HOUSE NW
12838 SE 40TH PLACEBELLEVUEWA98006PCUS - COMMUNITY GRANT SUPPORT$20,000
HOUSTON HEALTH FOUNDATION
PO BOX 20272HOUSTONTX77225PCUS - COMMUNITY GRANT SUPPORT$25,000
UNITED WAY OF GREATER ATLANTA
40 COURTLAND STREET NEATLANTAGA30303PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$125,000
CANCER PATHWAYS
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CASCADE AIDS PROJECT
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EMERGENCY MEDICINE FOUNDATION
4950 W ROYAL LANEIRVINGTX75063PCUS - COMMUNITY GRANT SUPPORT$100,000
MEALS ON WHEELS PROGRAMS & SERVICES OF ROCKLAND INC
121 WEST NYACK ROADNANUETNY10954PCUS - COMMUNITY GRANT SUPPORT$25,000
NATIONAL KIDNEY FOUNDATION OF LOUISIANA INC
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THE WALL LAS MEMORIAS
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PHYSICIANS FOR A HEALTHY CALIFORNIA
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AMERICAN CANCER SOCIETY INC
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BRINGING HOPE HOME INC
641 SWEDESFORD ROADMALVERNPA19355PCUS - COMMUNITY GRANT SUPPORT$25,000
CALIFORNIA CHRONIC CARE COALITION
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CHAMBER OF COMMERCE OF EASTERN CONNECTICUT FOUNDATION
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EPILEPSY FOUNDATION NEW ENGLAND
650 SUFFOLK STEET 405LOWELLMA01854PCUS - COMMUNITY GRANT SUPPORT$15,000
HEPATITIS EDUCATION PROJECT
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HISPANIC FEDERATION
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MARYLAND DEPARTMENT OF HEALTH
201 W PRESTON STREETBALTIMOREMD21201PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$250,000
MEDICAL EDUCATIONAL AND SCIENTIFIC FOUNDATION OF NEW YORK
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NATIONAL COALITION OF CANCER SURVIVORSHIP
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PATIENT ADVOCATE FOUNDATION
421 BUTLER FARM ROADHAMPTONVA23666PCUS - COMMUNITY GRANT SUPPORT$100,000
SIXTEENTH STREET COMMUNITY HEALTH CENTERS INC
1337 S CESAR E CHAVEZ DRIVEMILWAUKEEWI53204PCUS - COMMUNITY GRANT SUPPORT$25,000
SUSAN G KOMEN NORTH JERSEY
4 CAMPUS DRIVEPARSIPPANYNJ07054PCUS - COMMUNITY GRANT SUPPORT$15,000
TEXAS HOSPITAL ASSOCIATION FOUNDATION
1108 LAVACA STREET SUITE 700AUSTINTX78701PCUS - COMMUNITY GRANT SUPPORT$50,000
KIDNEY CANCER RESEARCH ALLIANCE
1000 DARTMOUTH ROADALEXANDRIAVA22314PCUS - COMMUNITY GRANT SUPPORT$25,000
LUNGEVITY FOUNDATION
PO BOX 754CHICAGOIL60690PCUS - COMMUNITY GRANT SUPPORT$25,000
NATIONAL COMPREHENSIVE CANCER NETWORK INC
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SAN FRANCISCO AIDS FOUNDATION
1035 MARKET STREET SUITE 400SAN FRANCISCOCA94103PCUS - COMMUNITY GRANT SUPPORT$25,000
SEED GLOBAL HEALTH
20 ASHBURTON PLACE FLOOR 6BOSTONMA02108PCEX-US - GLOBAL COVID-19 RESPONSE$200,000
FLORIDA ACADEMY OF FAMILY PHYSICIANS FOUNDATION
13241 BARTRAM PARK BLVD UNIT 1321JACKSONVILLEFL32258PCUS - COMMUNITY GRANT SUPPORT$15,000
GLOBAL HEALTHY LIVING FOUNDATION INC
515 N MIDLAND AVEUPPER NYACKNY10960PCUS - COMMUNITY GRANT SUPPORT$100,000
SICKLE CELL DISEASE ASSOCIATION OF AMERICA MICHIGAN CHAPTER INC
15516 JAMES COUZENS HWYDETROITMI48235PCUS - COMMUNITY GRANT SUPPORT$15,000
ACROMEGALY COMMUNITY INC
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ADVOCATES FOR RESPONSIBLE CARE
1434 BROOK VALLEY LANE NEATLANTAGA30324PCUS - COMMUNITY GRANT SUPPORT$25,000
EVERTHRIVE ILLINOIS
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HABITAT FOR HUMANITY INTERNATIONAL INC
322 WEST LAMAR STREETAMERICUSGA31709PCEX-US - GLOBAL COVID-19 RESPONSE$178,655
KING BAUDOUIN FOUNDATION UNITED STATES
10 ROCKEFELLER PLAZA 16TH FLOORNEW YORKNY10020PCEX-US - GLOBAL COVID-19 RESPONSE$500,000
NATIONAL ECZEMA ASSOCIATION
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NEPHCURE KIDNEY INTERNATIONAL
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THE NATIONAL ORGANIZATION FOR RARE DISORDERS INC
1900 CROWN COLONY PLAZA SUITE 310QUINCYMA02169PCUS - COMMUNITY GRANT SUPPORT$50,000
CROHN'S AND COLITIS FOUNDATION
733 THIRD AVENUE SUITE 5100NEW YORKNY10017PCUS - COMMUNITY GRANT SUPPORT$100,000
MEMORIAL SLOAN KETTERING CANCER CENTER
885 SECOND AVENUE 8TH FLNEW YORKNY10017PCUS - COMMUNITY GRANT SUPPORT$10,000
TEXAS MEDICAL ASSOCIATION FOUNDATION
401 W 15TH STREETAUSTINTX78701PCUS - COMMUNITY GRANT SUPPORT$75,000
THE SUSAN G KOMEN BREAST CANCER FOUNDATION INC
5005 LBJ FREEWAY SUITE 526DALLASTX75248PCUS - COMMUNITY GRANT SUPPORT$50,000
UNITED NATIONS FOUNDATION INC
1750 PENNSYLVANIA AVE NW STE 300WASHINGTONDC20006PCEX-US - GLOBAL DEVELOPMENT FUNDS$1,000,000
THE ARTHRITIS FOUNDATION
1355 PEACHTREE STREET NE SUITE 600ATLANTAGA30309PCUS - COMMUNITY GRANT SUPPORT$100,000
THE MENDED HEARTS INC
1500 DAWSON ROADALBANYGA31707PCUS - COMMUNITY GRANT SUPPORT$50,000
AMERICAN FOUNDATION FOR WOMENS HEALTH FOR STOPAFIBORG
PO BOX 541GREENWOODTX76246PCUS - COMMUNITY GRANT SUPPORT$50,000
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902PCEX-US - GLOBAL COVID-19 RESPONSE$250,000
COMUNILIFE INC
462 7TH AVENUE 3FLNEW YORKNY10018PCUS - COMMUNITY GRANT SUPPORT$52,550
DIA DE LA MUJER LATINA INC
10223 BROADWAY P437PEARLANDTX77584PCUS - COMMUNITY GRANT SUPPORT$50,000
FAMILIA UNIDA LIVING WITH MULTIPLE SCLEROSIS
812 WEST SOUTH STREETANAHEIMCA92805PCUS - COMMUNITY GRANT SUPPORT$50,000
NCPA INNOVATION CENTER SERVICES
100 DAINGERFIELD ROADALEXANDRIAVA22314PCUS - COMMUNITY GRANT SUPPORT$30,000
NEW YORK URBAN LEAGUE INC
204 W 136TH STREETNEW YORKNY10036PCUS - COMMUNITY GRANT SUPPORT$50,000
PUBLIC HEALTH FOUNDATION
1300 L STREET NW SUITE 800WASHINGTONDC20005PCUS - COMMUNITY GRANT SUPPORT$100,000
SOCIETY FOR WOMENS HEALTH RESEARCH
1025 CONNECTICUT AVE NW SUITE 1104WASHINGTONDC20036PCUS - COMMUNITY GRANT SUPPORT$30,000
THE LATINO CANCER INSTITUTE
123 EAST SAN CARLOS STREET 413SAN JOSECA95112PCUS - COMMUNITY GRANT SUPPORT$25,000
ANTICOAGULATION FORUM INC
17 LINCOLN STREET 2BNEWTONMA02461PCUS - COMMUNITY GRANT SUPPORT$50,000
ARRHYTHMIA ALLIANCE
19 EXECUTIVE PARK ROAD SUITE 206HILTON HEAD ISLANDSC29928PCUS - COMMUNITY GRANT SUPPORT$50,000
MENTAL HEALTH AMERICA
500 MONTGOMERY STREET SUITE 820ALEXANDRIAVA22314PCUS - COMMUNITY GRANT SUPPORT$75,000
NATIONAL ASSOCIATION OF HISPANIC NURSES OF ILLINOIS
PO BOX 411374CHICAGOIL60641PCUS - COMMUNITY GRANT SUPPORT$15,000
NATIONAL COUNCIL ON AGING INC
251 18TH STREET S SUITE 500ARLINGTONVA22202PCUS - COMMUNITY GRANT SUPPORT$30,000
NATIONAL PSORIASOIS FOUNDATION
6600 SW 92ND AVENUEPORTLANDOR97223PCUS - COMMUNITY GRANT SUPPORT$100,000
PATIENT ADVOCATE FOUNDATION
421 BUTLER FARM ROADHAMPTONVA23666PCUS - COMMUNITY GRANT SUPPORT$50,000
TRUTH INITIATIVE FOUNDATION
900 G STREET NW 4TH FLWASHINGTONDC20001PCUS - COMMUNITY GRANT SUPPORT$25,000
UNC HEALTH FOUNDATION FOR THE OSTEOARTHRITIS ACTION ALLIANCE
123 W FRANKLIN ST STE 510CHAPEL HILLNC27516PCUS - COMMUNITY GRANT SUPPORT$25,000
100 BLACK MEN OF AMERICA
141 AUBURN AVENUE NEATLANTAGA30303PCUS - COMMUNITY GRANT SUPPORT$55,000
ARTHUR ASHE INSTITUTE FOR URBAN HEALTH
450 CLARKSON AVENUE BOX 1232BROOKLYNNY11203PCUS - COMMUNITY GRANT SUPPORT$75,000
ASIAN AMERICAN FEDERATION
120 WALL STREET 9TH FLNEW YORKNY10005PCUS - COMMUNITY GRANT SUPPORT$100,000
HEART RHYTHM SOCIETY
1325 G STREET NW SUITE 400WASHINGTONDC20005PCUS - COMMUNITY GRANT SUPPORT$50,000
NATIONAL BLACK NURSES ASSOCIATION
8630 FENTON STREET SUITE 400SILVER SPRINGMD20910PCUS - COMMUNITY GRANT SUPPORT$1,000,000
OHIO ASSOCIATION OF FOOD BANKS
100 EAST BROAD STREET SUITE 910COLUMBUSOH43215PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$250,000
SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PCEX-US - GLOBAL COVID-19 RESPONSE$250,000
WORLD VISION INC
34834 WEYERHAEUSER WAY SOUTHFEDERAL WAYWA98001PCEX-US - GLOBAL COVID-19 RESPONSE$250,000
CARE
PO BOX 1870MERRIFIELDVA22116PCEX-US - GLOBAL COVID-19 RESPONSE$250,000
NATIONAL ASSOCIATION OF HISPANIC NURSES
1500 SUNDAY DRIVE SUITE 102RALEIGHNC27607PCUS - COMMUNITY GRANT SUPPORT$41,300
NATIONAL HISPANIC HEALTH FOUNDATION
1920 L STREET NW SUITE 725WASHINGTONDC20036PCUS - COMMUNITY GRANT SUPPORT$50,000
NATIONAL MINORITY QUALITY FORUM
1201 15TH STREET NW SUITE 340WASHINGTONDC20005PCUS - COMMUNITY GRANT SUPPORT$100,000
SERVICES AND ADVOCACY FOR GAY LESBIAN BISEXUAL AND TRANSGENDERS ELDERS IN
305 7TH AVENUE 15TH FLNEW YORKNY10001PCUS - COMMUNITY GRANT SUPPORT$15,000
ALLIANCE FOR AGING RESEARCH
1700 K STREET NW STE 740WASHINGTONDC20006PCUS - COMMUNITY GRANT SUPPORT$30,000
AMERICAN THORACIC SOCIETY
25 BROADWAY 4TH FLNEW YORKNY10004PCUS - COMMUNITY GRANT SUPPORT$50,000
DOMINICAN WOMENS DEVELOPMENT CENTER
519 W 189TH STREETNEW YORKNY10040PCUS - COMMUNITY GRANT SUPPORT$25,000
FIRST LADIES HEALTH ALLIANCE
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NATIONAL FAMILY CAREGIVERS ASSOCIATION DBA CAREGIVER ACTION NETWORK
1150 CONNECTICUT AVENUE NW STE 501WASHINGTONDC20036PCUS - COMMUNITY GRANT SUPPORT$30,000
GREATER KANSAS CITY COMMUNITY FOUNDATION
1055 BROADWAY SUITE 130KANSAS CITYMO64105PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$25,000
HEALTHYWOMEN
PO BOX 430 - 1 HARDING ROAD SUITERED BANKNJ07701PCUS - COMMUNITY GRANT SUPPORT$30,000102
AMERICAN CASE MANAGEMENT ASSOCIATION (ACMA)
11701 WEST 36TH STREETLITTLE ROCKAR72211PCUS - COMMUNITY GRANT SUPPORT$40,000
CAMPAIGN FOR TOBACCO-FREE KIDS
1400 I STREET NW SUITE 1200WASHINGTONDC20005PCUS - COMMUNITY GRANT SUPPORT$25,000
NATIONAL BLACK NURSES ASSOCIATION
8630 FENTON STREET SUITE 910SILVER SPRINGMD20910PCUS - COMMUNITY GRANT SUPPORT$40,000
ACADEMY OF MANAGED CARE PHARMACY FOUNDATION
675 N WASHINGTON STREETALEXANDRIAVA22314PCUS - COMMUNITY GRANT SUPPORT$30,000
ALLERGY & ASTHMA NETWORK MOTHERS OF ASTHMATICS INC
8229 BOONE BLVD STE 260VIENNAVA22182PCUS - COMMUNITY GRANT SUPPORT$50,000
ASSOCIATION OF IMMUNIZATION MANAGERS
620 HUNGERFORD DRIVE SUITE 29ROCKVILLEMD20850PCUS - COMMUNITY GRANT SUPPORT$50,000
COPD FOUNDATION INC
3300 PONCE DE LEON BLVDMIAMIFL33134PCUS - COMMUNITY GRANT SUPPORT$50,000
EVERY CHILD BY TWOIMMUNIZEDC
1012 14TH ST NW STE 415WASHINGTONDC20005PCUS - COMMUNITY GRANT SUPPORT$15,000
EVERY CHILD BY TWOVACCINATE YOUR FAMILY
1012 14TH ST NW STE 415WASHINGTONDC20005PCUS - COMMUNITY GRANT SUPPORT$50,000
FLORIDA CHAPTER OF AMERICAN ACADEMY OF PEDIATRICS INC
1400 VILLAGE SQUARE BLVD 3-87786TALLAHASSEEFL32312PCUS - COMMUNITY GRANT SUPPORT$20,000
NATIONAL HISPANIC COUNCIL ON AGING (NHCOA)
2201 12TH STREET NW SUITE 101WASHINGTONDC20009PCUS - COMMUNITY GRANT SUPPORT$50,000
PENNSYLVANIA CHAPTER AMERICAN ACADEMY OF PEDIATRICS
1400 N PROVIDENCE ROAD SUITE 4000MEDIAPA19063PCUS - COMMUNITY GRANT SUPPORT$19,600
ST LOUIS COMMUNITY FOUNDATION
2 OAK KNOLL PARKST LOUISMO63105PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$200,000
THE EMILY STILLMAN FOUNDATION
30057 ORCHARD LAKE ROAD STE 200FARMINGTON HILLSMI48334PCUS - COMMUNITY GRANT SUPPORT$50,000
THE KIMBERLY COFFEY FOUNDATION INC
P O BOX 344MASSAPEQUA PARKNY11762PCUS - COMMUNITY GRANT SUPPORT$50,000
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068ALBERT LEAMN560079847PCEX-US - GLOBAL COVID-19 RESPONSE$1,000,000
LOUISIANA CHAPTER OF THE AMERICAN ACADEMY OF PEDIATRICS
PO BOX 64629BATON ROUGELA70896PCUS - COMMUNITY GRANT SUPPORT$22,500
ROTARY CLUB OF MYSTIC CHARITABLE FUND INC
255 NEPTUNE DRIVEGROTONCT06340PCUS - COMMUNITY GRANT SUPPORT$15,000
THE FLORIDA DEPARTMENT OF HEALTH
4052 BALD CYPRESS WAY A06TALLAHASSEEFL32399PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$500,000
IMMUNIZATION ACTION COALITION
2550 UNIVERSITY AVENUE WEST SUITESAINT PAULMN55114PCUS - COMMUNITY GRANT SUPPORT$50,000415 NORTH
IMMUNIZATION ACTION COALITIONNATIONAL ADULT AND INFLUENZA IMMUNIZATION SUMM
2550 UNIVERSITY AVENUE WEST SUITESAINT PAULMN55114PCUS - COMMUNITY GRANT SUPPORT$50,000415 NORTH
LOMA LINDA UNIVERSITY HEALTH
11175 MOUNTAIN VIEW PLAZA SUITE ALOMA LINDACA92354PCUS - COMMUNITY GRANT SUPPORT$50,000
AMERICAN FRIENDS OF THE LONDON SCHOOL OF HYGIENE & TROPICAL MEDICINE
708 THIRD AVENUE 6TH FLOORNEW YORKNY10017PCEX-US - GLOBAL COVID-19 RESPONSE$50,000
CALIFORNIA IMMUNIZATION COALITION
3950 INDUSTRIAL BLVD SUITE 600SACRAMENTOCA95691PCUS - COMMUNITY GRANT SUPPORT$25,000
SAC HEALTH SYSTEM
250 S G STREETSAN BERNARDINOCA92410PCUS - COMMUNITY GRANT SUPPORT$50,000
AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES
431 18TH STREET NWWASHINGTONDC20006PCEX-US - GLOBAL COVID-19 RESPONSE$850,000
AMERICAN NURSES FOUNDATION
8515 GEORGIA AVENUE SUITE 400SILVER SPRINGMD20910PCUS - COMMUNITY GRANT SUPPORT$100,000
AMERICAN COLLEGE OF PHYSICIANS INC
190 NORTH INDEPENDENCE MALL WESTPHILADELPHIAPA19106PCUS - COMMUNITY GRANT SUPPORT$30,000
NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS
7501 WISCONSIN AVENUE SUITE 1100WBETHSEDAMD20814PCUS - COMMUNITY GRANT SUPPORT$115,000
FEEDING THE CAROLINAS
6255 TOWNCENTER DRIVE SUITE 803CLEMMONSNC27012PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$125,000
LOUISIANA ACADEMY OF FAMILY PHYSICIANS FOUNDATION INC
919 TARA BLVDBATON ROUGELA70806PCUS - COMMUNITY GRANT SUPPORT$15,000
NORTH CAROLINA INSTITUTE OF MINORITY ECONOMIC DEVELOPMENT
114 W PARRISH STREETDURHAMNC27701PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$125,000
THE PERT CONSORTIUM
PO BOX 108BROOKLINENH03033PCUS - COMMUNITY GRANT SUPPORT$50,000
STATE OF TENNESSEE - TEMA
3041 SIDCO DRIVENASHVILLETN37204PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$250,000
KING BAUDOUIN FOUNDATION UNITED STATES
10 ROCKEFELLER PLAZA 16TH FLOORNEW YORKNY10020PCEX-US - GLOBAL COVID-19 RESPONSE$250,000
AMREF HEALTH AFRICA INC
75 BROAD STREET SUITE 703NEW YORKNY10004PCEX-US - GLOBAL COVID-19 RESPONSE$125,000
THE FOOD BANK FOR CENTRAL & NORTHEAST MISSOURI INC
2101 VANDIVER DRIVECOLUMBIAMO65203PCUS - EMERGENCY RELIEF TO HIGH IMPACT STATES$25,000
GEORGIA STATE MEDICAL ASSOCIATION FOUNDATION
720 WESTVIEW DRIVE SWATLANTAGA30310PCUS - COMMUNITY GRANT SUPPORT$10,000
UNIDOSUS
1126 16TH ST NWWASHINGTONDC20036PCUS - COMMUNITY GRANT SUPPORT$100,000
GEORGIA HEALTHY FAMILY ALLIANCE
3760 LAVISTA ROAD SUITE 100TUCKERGA30084PCUS - COMMUNITY GRANT SUPPORT$15,000
GIVE2ASIA
2201 BROADWAY 4TH FLOOROAKLANDCA94612PCEX-US - GLOBAL COVID-19 RESPONSE$62,500
KING BAUDOUIN FOUNDATION UNITED STATES
10 ROCKEFELLER PLAZA 16TH FLOORNEW YORKNY10020PCEX-US - GLOBAL COVID-19 RESPONSE$100,000
BOYS TOWN LOUISIANA INC
300 NORTH BROAD STREET SUITE 106NEW ORLEANSLA70119PCUS - COMMUNITY GRANT SUPPORT$15,000
AMERICAN AUTOIMMUNE RELATED DISEASES ASSOCIATION
22100 GRATIOT AVEEASTPOINTEMI48021PCUS - COMMUNITY GRANT SUPPORT$30,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD SUITE 1500LOS ANGELESCA90025PCEX-US - GLOBAL COVID-19 RESPONSE$250,000
WORLD VISION INC
34834 WEYERHAEUSER WAY SOUTHFEDERAL WAYWA98001PCEX-US - GLOBAL COVID-19 RESPONSE$250,000
AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION
11400 TOMAHAWK CREEK PARKWAY STELEAWOODKS66211PCUS - COMMUNITY GRANT SUPPORT$30,000440
AMPATH THROUGH INDIANA UNIVERSITY FOUNDATION
PO BOX 7072INDIANAPOLISIN462090707PCEX-US - GLOBAL COVID-19 RESPONSE$120,000
WORLD VISION INC
34834 WEYERHAEUSER WAY SOUTHFEDERAL WAYWA98001PCEX-US - GLOBAL COVID-19 RESPONSE$100,000
ARTHUR ASHE INSTITUTE FOR URBAN HEALTH
450 CLARKSON AVENUE BOX 1232BROOKLYNNY11203PCSOCIAL DETERMINANTS OF HEALTH GRANTS$250,000
BLACK WOMENS HEALTH IMPERATIVE
384 NORTHYARDS BLVD 100ATLANTAGA30313PCSOCIAL DETERMINANTS OF HEALTH GRANTS$250,000
ESSIE B & WILLIAM EARL GLENN FOUNDATION FOR BETTER LIVING
104 CHADWYCK COURTMADISONMS39110PCSOCIAL DETERMINANTS OF HEALTH GRANTS$250,000
SISTERS WORKING IT OUT NFP
21114 VIVIENNE DRIVEMATTESONIL60443PCSOCIAL DETERMINANTS OF HEALTH GRANTS$250,000
THE BRIDGE BREAST NETWORK INC
4000 JUNIUS STREETDALLASTX75246PCSOCIAL DETERMINANTS OF HEALTH GRANTS$250,000
US TOO INTERNATIONAL
2720 S RIVER RD SUITE 112DES PLAINESIL60018PCSOCIAL DETERMINANTS OF HEALTH GRANTS$250,000
COUNCIL ON BLACK HEALTH (HOUSED AT DREXEL UNIVERSITY)
1505 RACE ST 8TH FLPHILADELPHIAPA19102PCSOCIAL DETERMINANTS OF HEALTH GRANTS$250,000
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DRIVE SUITE 900ARLINGTONVA22202PCSOCIAL DETERMINANTS OF HEALTH GRANTS$250,000
NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE
8455 COLESVILLE ROAD SUITE 910SILVER SPRINGMD20910PCSOCIAL DETERMINANTS OF HEALTH GRANTS$250,000
100 BLACK MEN OF AMERICA
141 AUBURN AVE NEATLANTAGA30303PCSOCIAL DETERMINANTS OF HEALTH GRANTS$250,000
FAMILY HEALTH INTERNATIONAL (FHI 360)
359 BLACKWELL STREET SUITE 200DURHAMNC27701PCOTHER$95,000
AMPATH THROUGH INDIANA UNIVERSITY FOUNDATION
PO BOX 7072INDIANAPOLISIN462090707PCFOR YEAR TWO OF FUNDING TO DEVELOP AND IMPLEMENT A MODEL OF IMPROVED CARE FOR INFECTIOUS DISEASES AND ANTIBIOTIC STEWARDSHIP THAT REDUCES THE CONSEQUENCES OF ANTIMICROBIAL RESISTANCE ACROSS MULTIPLE LEVELS OF THE HEALTH SYSTEM IN WESTERN KENYA$1,000,000
JHPIEGO
12529 COLLECTIONS CENTER DRIVECHICAGOIL60693PCSUPPORT STRENGTHENING PRIMARY HEALTH CARE (SHARE) PROJECT ININDONESIA$1,000,000
KING BAUDOUIN FOUNDATION UNITED STATES
10 ROCKEFELLER PLAZA 16TH FLOORNEW YORKNY10020PCDAF; GRANTEE IS PHARMACCESS FOR INFECTIOUS DISEASE STRATEGY$500,000
SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PCAS THE SECOND INSTALLMENT OF THE THREE-YEAR PROJECT TO SUPPORT REDUCING INFECTIOUS DISEASE IN CHILDREN UNDER 5 IN KENYA"$1,000,000
GIVE2ASIA
2201 BROADWAY 4TH FLOOROAKLANDCA94612PCDAF; AS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM FOR NUTRITION, EDUCATION AND HEALTH ACTION, GROUP FOR TECHNICAL ASSISTANCE ANDREACH52.$300,000
KING BAUDOUIN FOUNDATION UNITED STATES
10 ROCKEFELLER PLAZA 16TH FLOORNEW YORKNY10020PCDAF; AS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM FOR AYZH, AFYA RESEARCH AFRICA, NORTHSTAR ALLIANCE, PENDA HEALTH,UNJANI, SEVAMOB VENTURES, THINKMD$700,000
THE RESOURCE FOUNDATION
500 SEVENTH AVE 8TH FLOORNEW YORKNY10018PCDAF; AS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM FORBIVE.$100,000
CARE 2 COMMUNITIES
24 SCHOOL STREET 2ND FLOORBOSTONMA02108PCAS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM$100,000
HEALTH BUILDERS INTERNATIONAL
82 NASSAU ST 60282NEW YORKNY10038PCAS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM$100,000
JACARANDA HEALTH
PO BOX 3862DURHAMNC27702PCAS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM$100,000
LAST MILE HEALTH
PO BOX 130122BOSTONMA02113PCAS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM$100,000
LIFENET INTERNATIONAL CORPORATION
1440 G ST NWWASHINGTONDC20005PCAS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM$100,000
LIVING GOODS
220 HALLECK STREET SUITE 200BSAN FRANCISCOCA94129PCAS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM$100,000
MUSO
3254 19TH STREET 2ND FLOORSAN FRANCISCOCA94110PCAS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM$100,000
ONE FAMILY HEALTH
703 CARROLL STDURHAMNC27701PCAS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM$100,000
2020 MICROCLINIC INITIATIVE
2604 ELMWOOD AVENUE PO BOX 165ROCHESTERNY14618PCAS A CONTRIBUTION TO THE 2020 GLOBAL HEALTH INNOVATION GRANT PROGRAM$100,000
OTHER PROGRAM ACTIVITIES
235 EAST 42ND STREETNEW YORKNY10017PCMATCHING GIFTS PROGRAM, VOLUNTEER PROGRAM, UNITED WAY PROGRAM AND DISASTER RELIEF$15,716,631
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,473,236TotalGrantOrContriPdDurYrAmt
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$46,116ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,612,211ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,658,327ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,658,327TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PFIZER INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1235 EAST 42ND STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,462,176TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKPMG LLP - AUDIT AND TAX FEESCategoryTxt
Amt$65,900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$65,900DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLOBAL HEALTH INVESTMENT FUND I LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 5TH AVENUE SUITE 1404AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Grant2013-08-26GrantDt
Grant$5,000,000GrantAmt
Purpose Of GrantTO SUPPORT THE DEVELOPMENT, PRODUCTION AND COMMERCIALIZATION OF DRUGS, VACCINES, PREVENTATIVES, DIAGNOSTICS AND OTHER RELATED TECHNOLOGIES TO ADDRESS GLOBAL HEALTH CHALLENGES AND ACHIEVE SPECIFIED GLOBAL HEALTH OBJECTIVES.PurposeOfGrantTxt
Expended By Grantee$4,624,585ExpendedByGranteeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS - BLACKROCKBondNm
EOY Book Value$187,498,073EOYBookValueAmt
EOYFMV$187,498,073EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER COMMON STOCK - KRATOS DEFENSE & SECURITY SOLUTIONS INC.$115,288$115,288
OTHER COMMON STOCK - NEOPHOTONICS CORP$106,008$106,008
OTHER COMMON STOCK - NLIGHT INC$445,640$445,640
OTHER COMMON STOCK - REVANCE THERAPEUTICS INC$93,239$93,239
OTHER COMMON STOCK - SOLENO THERAPEUTICS INC$55,846$55,846
OTHER COMMON STOCK - BLACKROCK$69,867,346$69,867,346

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLIMITED PARTNERSHIPS - VARIOUSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,386,656BookValueAmt
EOYFMV$4,386,656EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySIMPSON THACHER & BARTLETT LLPCategoryTxt
Legal Fees$82,330LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$72,150DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSECTION 965(A) INCOMEDesc
Revenue And Expenses Per Books$0RevenueAndExpensesPerBooksAmt
Net Investment Income$5,513NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$19,946,400Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$587,582$877,470
CURRENT FEDERAL EXCISE TAX$7,743$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NORTHERN TRUST INV. MGMT FEES$199,252$199,252$0$0
PROGRAM EXPENSES$2,109,365$0$0$1,575,440
ERNST & YOUNG$176,400$0$0$176,400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$282,145Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt