BROADCOM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BROADCOM FOUNDATION (EIN 26-4754581)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202011969349101581
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T13:55:03-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264754581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Broadcom Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Maria Wronski | InCareOfNm |
| Business Name Control | BROA | BusinessNameControlTxt |
| Phone | 9494644138 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4041 MacArthur Blvd Ste 510 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA WRONSKI | PersonNm |
| Person Title | cfo | PersonTitleTxt |
| Phone | 9494644138 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201965000424 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B4071EDBF965138D09D1F12157D7C2E13A494AFD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $114,957,908 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $57,232 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,232 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,583,241 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,542,325 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,181,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,841,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,181,684 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,822,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,781,253 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $379,134 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $379,134 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $255,189 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $255,189 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $142,425 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $142,425 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,030 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,030 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $454,981 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $427,916 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,065 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $64,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,126 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $14,650 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $14,650 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $75,870 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $75,870 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,143 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,143 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $255,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $255,283 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,659,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $443,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,167,089 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,154,959 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,154,959 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,814,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $443,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,322,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$991,921 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,338,211 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,097,187 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,116,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,116,956 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $14,530 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,431 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $14,530 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $14,530 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $9,864,031 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,787,015 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,811,444 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $58,535,558 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,011,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,443,897 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,736,388 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,316,896 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,571,081 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $92,238,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,246,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,957,908 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $92,238,595 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $91,246,674 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,238,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,246,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,238,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,246,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,238,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$991,921 | ExcessRevenueOverExpensesAmt |
| Subtotal | $91,246,674 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $91,246,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $36,841,616 | GrossSalesPriceAmt |
| Cost Or Other Basis | $34,659,932 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,181,684 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,181,684 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,181,684 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,119,001 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $105,171,400 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048673 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,916,345 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $104,165,868 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047197 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,777,585 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $100,717,221 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047436 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,164,284 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $102,054,206 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031006 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,444,245 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $103,243,892 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043046 | DistributionYr5Rt |
| Total Distribution | 0.217358 | TotalDistributionRt |
| Average Distribution | 0.043472 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $107,419,492 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,669,740 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $43,382 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,713,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,322,048 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $43,382 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,382 | SubtotalAmt |
| Tax Based On Investment Income | $43,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98,419 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $98,419 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $55,037 | OverpaymentAmt |
| Applied To ES Tax | $44,000 | AppliedToESTaxAmt |
| Refund | $11,037 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maria Wronski | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494644138 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4041 MACARTHUR BLVD STE 510 | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Paula Golden | |||||||||
| 4041 MacArthur Blvd Ste 510 | ste 510 | Newport Beach | CA | 92660 | Executive Dir, Pres | 40.0 | $270,810 | $32,342 | $0 |
| Carl McKinzie | |||||||||
| 4041 MacArthur Blvd Ste 510 | ste 510 | Newport Beach | CA | 92660 | director | 1.0 | $0 | $0 | $0 |
| Henry Samueli | |||||||||
| 4041 MacArthur Blvd Ste 510 | ste 510 | Newport Beach | CA | 92660 | director | 1.0 | $0 | $0 | $0 |
| Maria Wronski | |||||||||
| 4041 MacArthur Blvd Ste 510 | ste 510 | Newport Beach | CA | 92660 | CFO, Sec | 20.0 | $108,324 | $34,234 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| NICOLAOS ALEXOPOULOS | |||||||
| 4041 MACARTHUR BLVD SUITE 501 | NEWPORT BEACH | CA | 92660 | Foundation Person | 40.0 | $108,324 | $6,499 |
| CAROL MCDONALD | |||||||
| 4041 MACARTHUR BLVD SUITE 501 | NEWPORT BEACH | CA | 92660 | EXECUTIVE ADMIN | 40.0 | $93,404 | $24,832 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Covington Capital Management | |||||
| 601 South Figueroa St Ste 2000 | Los Angeles | CA | 90017 | Investment Mgt | $385,063 |
| Foundation Source | |||||
| 55 Walls Drive 3rd fl | Fairfield | CT | 06824 | Administrative | $96,000 |
| Spectrum Reach | |||||
| PO Box 846888 | Los Angeles | CA | 90084 | ADVERTISING | $59,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $104,845,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,209,352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,055,322 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,055,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,635,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,419,492 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,370,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,370,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,382 | TotalTaxAmt |
| Distributable Before Adj | $5,327,593 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,327,593 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,327,593 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,322,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,322,048 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $43,382 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,278,666 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,327,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,103,575 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $5,322,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,103,575 | AppliedToYear1Amt |
| Applied To Current Year | $218,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $5,109,120 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC | ||||||||||
| 39 BROADWAY RM 1510 | NEW YORK | NY | 10006 | N/A | PC | Charitable Event | $50,000 | |||
| ARIZONA SCIENCE CENTER | ||||||||||
| 600 E WASHINGTON ST | PHOENIX | AZ | 85004 | N/A | PC | Support for Regional Science Fair | $5,000 | |||
| AUSTIN SCIENCE EDUCATION FOUNDATION | ||||||||||
| 704 W GIBSON ST | AUSTIN | TX | 78704 | N/A | PC | Support for Regional Science Fair | $5,000 | |||
| BAY AREA DISCOVERY MUSEUM | ||||||||||
| 557 MCREYNOLDS RD | SAUSALITO | CA | 94965 | N/A | PC | Mobile STEM Education "Try It Truck" for Bay Area | $10,000 | |||
| BEIJING TSINGHUA UNIVERSITY | ||||||||||
| N/A | PC | 2019 KKT Workshop Participant Support | $20,000 | 1 TSINGHUA YUAN HAIDIAN DISTRIct | BEIJING | CH | ||||
| BLACK GIRLS CODE INC | ||||||||||
| PO BOX 640926 | SAN FRANCISCO | CA | 94164 | N/A | PC | Afterschool STEM programs | $5,000 | |||
| BOYS AND GIRLS CLUBS OF THE NORTH VALLEY | ||||||||||
| 601 WALL ST | CHICO | CA | 95928 | N/A | PC | General & Unrestricted | $5,000 | |||
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||||
| 55 MUSIC CONCOURSE DR GOLDEN GATE P | SAN FRANCISCO | CA | 94118 | N/A | PC | Science Action Club Support | $5,000 | |||
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||||
| 700 EXPOSITION PARK DR | LOS ANGELES | CA | 90037 | N/A | PC | Support for CA delegates from California Science & Engineering Fair to attend ISEF | $20,000 | |||
| CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION IN | ||||||||||
| 25800 CARLOS BEE BLVD SA 2750 | HAYWARD | CA | 94542 | N/A | PC | Summer Coding Program aligned with STEM Ecosystem expansion to provide STEM pathways for underrepresented youth in Hayward, San Leandro and San Lorenzo | $25,000 | |||
| CENTER FOR THE INNOVATIVE TRAINING OF YOUTH INC | ||||||||||
| 4910 DREXEL DR BOX 61 | NEW ORLEANS | LA | 70125 | N/A | PC | STEM NOLA's purchase of Raspberry Pis for the new coding lab project for youth in New Orleans | $5,000 | |||
| CHILDREN NOW | ||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | General Support for California STEM Ecosystems Initiative | $20,000 | |||
| CHILDREN NOW | ||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | oversight of Bay Area STEM Ecosystem and expanding ecosystem capacity as a regional leader through outreach and engagement of Hayward, San Leandro, and San Lorenzo unified school districts with targeted focus on STEM access and pathways for underrepresented youth | $100,000 | |||
| CHILDREN NOW | ||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | Planning grant for Fresno County Office of Education to create a plan for sustainable and STEM Network/Ecosystem in the Central Valley | $25,000 | |||
| CHILDREN NOW | ||||||||||
| 1404 FRANKLIN ST STE 700 | OAKLAND | CA | 94612 | N/A | PC | Two convening of STEM stakeholders to examine issues of sustainability of California STEM ecosystems and alignment with Cal State University system in ecosystem regions | $30,000 | |||
| COLORADO STATE SCIENCE FAIR INC | ||||||||||
| CSU CAMPUS DELIVERY 1802 | FORT COLLINS | CO | 80523 | N/A | PC | General & Unrestricted | $5,000 | |||
| COMMUNIVERSITY FOUNDATION | ||||||||||
| 1107 LAKEVIEW DR | FAIRFIELD | IA | 52556 | N/A | PC | Raspberry Pi Workshop in South Africa Township | $3,000 | |||
| COMPUTER HISTORY MUSEUM | ||||||||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | Broadcom Presents: Design_CODE_Build project | $360,000 | |||
| DISCOVERY SCIENCE FOUNDATION | ||||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | N/A | PC | Discovery Science Cube of Orange County's 2020 ISEF Program Development | $20,000 | |||
| DISCOVERY SCIENCE FOUNDATION | ||||||||||
| 2500 N MAIN ST | SANTA ANA | CA | 92705 | N/A | PC | Discovery Science Cube of Orange County's STEM Education Outreach/Coding Programs | $125,000 | |||
| ENVISION EXCELLENCE IN STEM EDUCATION | ||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | (SFN) National STEM Ecosystem Initiatives (TIES) | $100,000 | |||
| ENVISION EXCELLENCE IN STEM EDUCATION | ||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | Israel STEM Ecosystem Initiative (TIES) | $25,000 | |||
| ENVISION EXCELLENCE IN STEM EDUCATION | ||||||||||
| 2108 LAMBERTON RD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | Puerto Rico STEM Ecosystem Initiative (TIES) | $5,000 | |||
| FRIENDS OF THE UNIVERSITY OF HONG KONG LTD | ||||||||||
| 1321 SYDNEY DR | SUNNYVALE | CA | 94087 | N/A | PC | 2019 Asia/Pacific University Student Workshop Support | $50,000 | |||
| FUNDACION DR RAUL GARCIA RINALDI | ||||||||||
| PO BOX 8816 | SAN JUAN | PR | 00910 | N/A | PC | Puerto Rico Metropolitan Science Fair fund | $5,000 | |||
| GIRL SCOUTS OF ORANGE COUNTY | ||||||||||
| 9500 TOLEDO WAY | IRVINE | CA | 92618 | N/A | PC | STEM Badge and Coding Activities | $20,000 | |||
| GIRLS INCORPORATED OF ORANGE COUNTY | ||||||||||
| 1815 ANAHEIM AVE | COSTA MESA | CA | 92627 | N/A | PC | Afterschool STEM Programs | $10,000 | |||
| GIVE2ASIA | ||||||||||
| 2201 BROADWAY ST 4TH FL | OAKLAND | CA | 94612 | N/A | PC | Keio University for the 2019 KKT Workshop Host Support | $35,000 | |||
| GREATER SAN DIEGO SCIENCE AND ENGINEERING FAIR INC | ||||||||||
| PO BOX 15547 | SAN DIEGO | CA | 92175 | N/A | PC | Support for Regional Science Fair | $2,500 | |||
| GWINNETT COUNTY PUBLIC SCHOOLS FOUNDATION FUND INC | ||||||||||
| 437 OLD PEACHTREE RD NW | SUWANEE | GA | 30024 | N/A | PC | Support for Regional Science Fair | $5,000 | |||
| HACK FOUNDATION | ||||||||||
| 8605 SANTA MONICA BLVD STE 86294 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | Science and Us Makeathon at MIT | $3,000 | |||
| IMPERIAL COLLEGE FOUNDATION INC | ||||||||||
| PO BOX 80526 | ATLANTA | GA | 30366 | N/A | PC | Charitable Event | $50,000 | |||
| INTERNATIONAL MEDICAL CORPS | ||||||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | N/A | PC | Emergency Relief Work in the Bahamas following Hurricane Dorian | $10,000 | |||
| IRVINE PUBLIC SCHOOLS FOUNDATION | ||||||||||
| 1 POST STE 250 | IRVINE | CA | 92618 | N/A | PC | Lead Sponsor of Irvine Public School District Science Fair | $30,000 | |||
| KAIST U S FOUNDATION INC | ||||||||||
| C/O CKP 3435 WILSHIRE BLVD NO 2240 | LOS ANGELES | CA | 90010 | N/A | SO I | 2019 KKT Workshop Participant Support | $20,000 | |||
| MASSACHUSETTS SCIENCE & ENGINEERING FAIR INC | ||||||||||
| 955 MASSACHUSETTS AVE 350 | CAMBRIDGE | MA | 02139 | N/A | PC | Support for Regional Science Fair | $5,000 | |||
| MINNESOTA ACADEMY OF SCIENCE | ||||||||||
| 970 RAYMOND AVE STE 103 | SAINT PAUL | MN | 55114 | N/A | PC | Support for Regional Science Fair | $5,000 | |||
| NCTU FOUNDATION | ||||||||||
| PO BOX 2793 | CUPERTINO | CA | 95015 | N/A | PC | National Chaio Tung University Participation in the 2019 Asia Pacific Workshop | $25,000 | |||
| NETHERLAND-AMERICA FOUNDATION INCORPORATED | ||||||||||
| 505 8TH AVE STE 12A-05 | NEW YORK | NY | 10018 | N/A | PC | University of Groningen for the preparation and travel for students and professors to the 2019 EMEA Workshop in Delhi, India | $25,000 | |||
| OCTANE FOUNDATION FOR INNOVATION | ||||||||||
| 65 ENTERPRISE | ALISO VIEJO | CA | 92656 | N/A | SO I | Development and implementation of guidelines and application of post graduate -- entrepreneurial and incubator methodologies for student participants in university workshops | $20,000 | |||
| ORANGE COUNTY COMMUNITY FOUNDATION | ||||||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | N/A | PC | 30th Anniversary Annual Meeting Fund | $5,000 | |||
| ORANGE COUNTY COMMUNITY FOUNDATION | ||||||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | N/A | PC | Support for OC Workforce Development Initiatives | $10,000 | |||
| ORANGE COUNTY DEPARTMENT OF EDUCATION | ||||||||||
| 200 KALMUS DR | COSTA MESA | CA | 92626 | N/A | GOV | One Time Prep for 2020 ISEF | $25,000 | |||
| ORANGE COUNTY SCIENCE AND ENGINEERING FAIR INC | ||||||||||
| PO BOX 11151 | SANTA ANA | CA | 92711 | N/A | PC | Support for Regional Science Fair | $50,000 | |||
| RASPBERRY PI FOUNDATION NORTH AMERICA INC | ||||||||||
| 1111 BROADWAY FL 3 | OAKLAND | CA | 94607 | N/A | PC | Coolest Projects in North America | $20,000 | |||
| RASPBERRY PI FOUNDATION NORTH AMERICA INC | ||||||||||
| 1111 BROADWAY FL 3 | OAKLAND | CA | 94607 | N/A | PC | Support for Pi Academy in the US | $30,000 | |||
| RBSEF INC | ||||||||||
| PO BOX 13314 | READING | PA | 19612 | N/A | PC | Support for Regional Science Fair | $5,000 | |||
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||||
| 10920 WILSHIRE BLVD STE 620 | LOS ANGELES | CA | 90024 | N/A | PC | UCLA Broadcom Fellowship Fund, under the direction of the Dean of the Henry Samueli School of Engineering & Applied Sciences | $150,000 | |||
| RENAISSANCE YOUTH CENTER | ||||||||||
| 3485 3RD AVE | BRONX | NY | 10456 | N/A | PC | 3D printer and Raspberry Pis for use in the "Code the Bronx" program | $3,500 | |||
| RENAISSANCE YOUTH CENTER | ||||||||||
| 3485 3RD AVE | BRONX | NY | 10456 | N/A | PC | Code the Bronx Program | $25,000 | |||
| REUBEN H FLEET SCIENCE CENTER | ||||||||||
| 1875 EL PRADO | SAN DIEGO | CA | 92101 | N/A | PC | Preparation for 2020 ISEF | $5,000 | |||
| RIVERSIDE COUNTY OFFICE OF EDUCATION FOUNDATION | ||||||||||
| 3939 13TH ST | RIVERSIDE | CA | 92501 | N/A | PC | Riverside Regional Science Fair Support | $2,500 | |||
| RUDOLF STEINER FOUNDATION INC | ||||||||||
| 1002A OREILLY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | RSF Social Finance - The Numi Foundation fund | $5,000 | |||
| SAN MATEO COUNTY OFFICE OF EDUCATION | ||||||||||
| 101 TWIN DOLPHIN DR | REDWOOD CITY | CA | 94065 | N/A | GOV | Support for San Mateo County Regional Science Fair | $20,000 | |||
| SANTA CLARA VALLEY SCIENCE FAIR ASN | ||||||||||
| PO BOX 307 | LOS ALTOS | CA | 94023 | N/A | PC | Support for Regional Science Fair | $5,000 | |||
| SCIENCE BUDDIES | ||||||||||
| 560 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Support for increasing online Science & Engineering Programs | $50,000 | |||
| SILICON VALLEY EDUCATION FOUNDATION | ||||||||||
| 1400 PARKMOOR AVE STE 200 | SAN JOSE | CA | 95126 | N/A | PC | Elevate Math Program | $20,000 | |||
| SMITHSONIAN INSTITUTION | ||||||||||
| 647 CONTEES WHARF RD | EDGEWATER | MD | 21037 | N/A | PC | Inner City STEM engagement (with SSP) DC MASTERS | $20,000 | |||
| SOCIETY FOR SCIENCE & THE PUBLIC | ||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Broadcom MASTERS Program | $1,819,959 | |||
| SOCIETY FOR SCIENCE & THE PUBLIC | ||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Charitable Event | $15,000 | |||
| SOCIETY FOR SCIENCE & THE PUBLIC | ||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | to support bringing four team leaders to BRCM MASTERS International | $10,000 | |||
| SOCIETY FOR SCIENCE & THE PUBLIC | ||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Department of Defense - Defense STEM Education Consortium (DSEC) | $8,000 | |||
| SOCIETY FOR SCIENCE & THE PUBLIC | ||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Special Outreach - PT Staff Position fund | $50,000 | |||
| SOUTH SAN FRANCISCO FRIENDS OF THE LIBRARY | ||||||||||
| 840 W ORANGE AVE | S SAN FRAN | CA | 94080 | N/A | PC | Local Support for Bay Area Ecosystem | $20,000 | |||
| THE AMERICAN IRELAND FUND | ||||||||||
| 10 POST OFC SQ STE 1205 | BOSTON | MA | 02109 | N/A | PC | The University College Dublin Foundation CLG | $50,000 | |||
| THE FOUNDATION AT FCOE | ||||||||||
| 1111 VAN NESS AVE 3RD FL | FRESNO | CA | 93721 | N/A | PC | Central Valley Regional Science Fair (Fresno) | $5,000 | |||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | ||||||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | N/A | PC | FABCamp Scholarship and OC Outreach for underserved middle schoolers | $35,000 | |||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | ||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | 2019 Asia/Pacific University Student Workshop Support | $50,000 | |||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | ||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | APW Partnership with Alabama A&M University | $17,500 | |||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | ||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | OC STEM Ecosystem Initiative | $100,000 | |||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | ||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | UCI Broadcom Fellowship fund | $150,000 | |||
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION - THE H | ||||||||||
| 5200 ENGINEERING HALL | IRVINE | CA | 92697 | N/A | PC | UCI K-14 Future Innovators Initiative & ASPIRE/INSPIRE Programs | $75,000 | |||
| WOMENS HIGH-TECH COALITION | ||||||||||
| C/O 499 S CAPITAL ST SW | WASHINGTON | DC | 20003 | N/A | PC | DC STEM Fair | $5,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,154,959 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,232 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,583,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,181,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,822,169 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,822,169 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $15,300 | Amt |
| Disbursements Charitable Prps | $15,300 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITA DEGLI STUDI DI PAVIA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORSO STRADA NUOVA 65 | AddressLine1Txt |
| City | PAVIA | CityNm |
| Country | IT | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2012-11-20 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT SCIENTIFIC RESEARCH | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 1/10/14, 9/12/14, 5/15/15, 9/15/16, 5/12/17, 12/14/18 | DatesOfReportsByGranteeTxt |
| Results Of Verification | ADDITIONAL DATES OF ANNUAL REPORTS: 6/12/19 NO VERIFICATION WAS NECESSARY | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (26 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTAVIS FUNDING BD - 3.450% - | $1,009,270 | $1,022,970 |
| AMERICAN EXPRESS CO - 5.200% - | $142,950 | $150,375 |
| AMGEN INC - 3.450% - 10/01/202 | $1,047,330 | $1,011,460 |
| AT&T INC - 2.800% - 02/17/2021 | $1,009,060 | $1,009,010 |
| BANK OF AMERICA CORP JR SUBORD | $259,375 | $283,750 |
| BANK OF MONTREAL - 2.350% - 09 | $965,340 | $1,013,598 |
| BANK OF NOVA SCOTIA - 2.700% - | $999,810 | $1,017,830 |
| BP CAP MKTS PLC BOND - 3.224% | $997,860 | $1,037,360 |
| CAPITAL ONE FINL CORP NOTE - 3 | $510,525 | $509,095 |
| CITIGROUP INC - 5.950% - 12/29 | $253,750 | $264,700 |
| CITIGROUP INC BND - 3.300% - 0 | $1,247,493 | $1,365,338 |
| CITIGROUP INC BOND - 6.250% - | $255,625 | $284,075 |
| CVS HEALTH CORP NOTE - 4.000% | $1,677,675 | $1,587,449 |
| GENERAL MTRS FINL COINC BOND P | $258,125 | $254,375 |
| GM FINANCIAL BOND - 3.700% - 1 | $1,086,666 | $1,062,443 |
| GOLDMAN SACHS GROUP INC DTD - | $991,010 | $1,009,960 |
| JPMORGAN CHASE & CO - 3.200% - | $1,523,970 | $1,548,060 |
| JPMORGAN CHASE & CO - 5.150% - | $252,500 | $261,250 |
| JPMORGAN CHASE NOTE - 4.625% - | $300,000 | $302,250 |
| MORGAN STANLEY - 6.000% - 01/2 | $593,559 | $595,500 |
| PNC FIN - 6.750% - 12/31/2049 | $166,188 | $159,315 |
| SCHWAB CHARLES CORP - 0.000% - | $265,000 | $271,250 |
| SCHWAB CHARLES CORP PERPETUAL | $100,000 | $103,250 |
| VERIZON COMMUNICATIONS INC - 4 | $1,112,410 | $1,109,383 |
| WELLS FARGO & CO NEW DEPOSITAR | $266,875 | $278,125 |
| WELLS FARGO - 3.550% - 09/29/2 | $1,024,530 | $1,058,910 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (100 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $714,305 | $882,100 |
| ABBOTT LABS | $465,646 | $521,160 |
| ACCENTURE PLC | $347,822 | $1,052,850 |
| ALCON INC | $351,151 | $339,420 |
| ALPHABET INC CL A | $829,481 | $1,004,543 |
| AMAZON COM | $602,791 | $1,108,704 |
| AMERICAN WATER WORKS COMPANY I | $317,778 | $921,375 |
| AMGEN INC | $592,903 | $1,145,083 |
| ANALOG DEVICES INC | $364,897 | $1,069,560 |
| APPLE INC | $977,198 | $1,541,663 |
| BARON INTERNATIONAL GROWTH FUN | $772,913 | $779,816 |
| BECTON DICKINSON & CO | $275,907 | $815,910 |
| BERKSHIRE HATHAWAY INC. CLASS | $632,303 | $1,132,500 |
| BHP BILLITON LIMITED | $735,528 | $820,650 |
| BLACKROCK INC | $329,127 | $904,860 |
| BLACKROCK STRATEGIC MUNI OPPOR | $1,238,073 | $1,244,054 |
| BLACKROCK TECHNOLOGY OPPORTUNI | $533,267 | $642,021 |
| BOEING CO | $142,315 | $537,504 |
| BRISTOL-MYERS SQUIBB CO | $960,509 | $1,155,420 |
| BROADCOM INC | $470,769 | $505,632 |
| CHARLES SCHWAB CORP | $483,194 | $570,720 |
| CHEVRON CORP | $671,899 | $843,570 |
| CHUBB LIMITED | $380,522 | $933,960 |
| CISCO SYSTEMS INC | $771,238 | $839,300 |
| COLUMBIA MORTGAGE OPPORTUNITIE | $1,000,000 | $1,000,992 |
| COLUMBIA OVERSEAS VALUE FUND C | $480,761 | $454,573 |
| COMCAST CORP | $462,164 | $449,700 |
| CONSTELLATION BRANDS INC | $769,642 | $759,000 |
| COSTCO WHOLESALE CORPORATION | $565,536 | $1,028,720 |
| CUMMINS INC | $400,810 | $626,360 |
| DIAMOND HILL CORPORATE CREDIT | $592,973 | $607,995 |
| DODGE & COX BALANCED FUND | $150,362 | $152,591 |
| DOMINION ENERGY INC | $705,186 | $993,840 |
| DU PONT DE NEMOURS | $337,857 | $321,000 |
| EATON VANCE ATLANTA CAPITAL SM | $907,292 | $963,733 |
| EDWARDS LIFESCIENCES | $434,611 | $548,232 |
| FACEBOOK INC | $829,951 | $923,625 |
| FASTENAL COMPANY | $406,349 | $739,000 |
| FEDERATED KAUFMANN SM CAP | $366,975 | $394,479 |
| FLAHERTY&CRUMRINE CLAYMORE P | $1,024,802 | $1,301,400 |
| GENUINE PARTS COMPANY | $507,780 | $584,265 |
| GOLDMAN SACHS GROUP PFD SER J | $260,000 | $268,200 |
| GOLDMAN SACHS INTL SMALL CAP I | $470,604 | $437,254 |
| HOME DEPOT INC | $311,492 | $873,520 |
| HONEYWELL INTL | $554,248 | $885,000 |
| INT'L FLAVORS & FRAGRANCES INC | $698,276 | $774,120 |
| INTEL CORP | $936,441 | $1,122,188 |
| INTERCONTINENTAL EXCHANGE, INC | $744,229 | $925,500 |
| INVESCO OPPENHEIMER GLOBAL OPP | $508,588 | $441,135 |
| INVESCO PREFERRED ETF | $1,125,214 | $1,200,800 |
| INVESCO VAN KAMPEN HIGH YIELD | $256,933 | $264,042 |
| ISHARES SHORT MATURITY BOND ET | $1,002,721 | $1,005,000 |
| ISHARES ULTRA SHORT TERM BOND | $1,002,202 | $1,006,600 |
| JOHN HANCOCK INTERNATIONAL COR | $900,243 | $928,285 |
| JOHNSON & JOHNSON | $591,219 | $1,057,558 |
| JP MORGAN CHASE | $485,407 | $1,394,000 |
| KINDER MORGAN INC | $491,340 | $529,250 |
| L3HARRIS TECHNOLOGIES | $597,120 | $593,610 |
| LOCKHEED MARTIN CORP | $558,027 | $973,450 |
| MATTHEWS ASIA-PACIFIC FUND | $612,958 | $592,670 |
| MERCK & CO INC | $570,391 | $1,136,875 |
| MFS INTERNATIONAL DIVERSIFICAT | $632,182 | $663,164 |
| MICROSOFT CORP | $260,234 | $1,419,300 |
| MONDELEZ INTERNATIONAL INC | $429,339 | $550,800 |
| MORGAN STANLEY PFD SER F - 6.8 | $202,894 | $212,250 |
| NEW PERSPECTIVE FUND, CLASS F | $498,664 | $520,826 |
| NEXTERA ENERGY, INC | $235,192 | $968,640 |
| NIKE INC-CL B | $251,550 | $911,790 |
| PAYCHEX | $528,600 | $1,020,720 |
| PEPSICO INC | $448,552 | $751,685 |
| PIMCO DIVERSIFIED INCOME FUND | $457,938 | $458,340 |
| PIMCO FLOATING INCOME INSTITUT | $424,449 | $427,314 |
| PIMCO INCOME FUND | $2,609,486 | $2,581,364 |
| PIMCO MORTGAGE OPPORTUNITIES F | $321,611 | $316,897 |
| PIMCO UNCONSTRAINED TAX MANAGE | $709,763 | $718,304 |
| PNC FINANCIAL SERVICES PFD SER | $201,232 | $205,425 |
| PRINCIPAL FDS, INC. MIDCAP FD | $626,113 | $691,171 |
| ROYAL DUTCH SHELL CL A | $859,353 | $737,250 |
| STARBUCKS CORP COM | $383,700 | $659,400 |
| STRYKER CORPORATION | $261,309 | $1,049,700 |
| T. ROWE PRICE DIVERSIFIED SMAL | $704,243 | $751,208 |
| T. ROWE PRICE EMERGING MARKETS | $305,473 | $320,791 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $429,148 | $1,307,250 |
| THERMO FISHER SCIENTIFIC INC | $551,306 | $649,740 |
| THOMPSON BOND FUND | $324,451 | $325,920 |
| TJX COMPANIES INC | $415,349 | $488,480 |
| UNILEVER PLC AMER | $528,975 | $686,040 |
| UNION PACIFIC | $342,370 | $903,950 |
| UNITED PARCEL SERVICE | $737,139 | $760,890 |
| UNITEDHEALTH GROUP INC | $570,244 | $1,322,910 |
| V F CORP | $291,087 | $797,280 |
| VANGUARD INFORMATION TECHNOLOG | $1,147,502 | $2,570,925 |
| VANGUARD INTL GROWTH FD ADMIRA | $772,578 | $800,434 |
| VERIZON COMMUNICATIONS | $850,650 | $921,000 |
| VICTORY SMALL COMPANY OPPORTUN | $757,740 | $723,120 |
| VICTORY SYCAMORE ESTABLISHED V | $623,285 | $620,422 |
| VISA INC | $454,986 | $1,221,350 |
| WALT DISNEY HOLDINGS CO | $475,131 | $1,012,410 |
| WASTE MANAGEMENT INC | $556,969 | $569,800 |
| WELLS FARGO PFD 5.25% | $248,250 | $254,700 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,787,015 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,811,444 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,030 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,030 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $96,000 | $96,000 |
| Cell Phone Expense | $2,600 | $2,600 |
| Indemnification Insurance | $15,203 | $15,203 |
| FDN DUES & SPONSORSHIPS | $42,023 | $42,023 |
| IT SUPPORT EXPENSES | $9,382 | $9,382 |
| TV ADVERTISING FEES | $59,463 | $59,463 |
| FOUNDATION CREDIT CARD FEE | $95 | $95 |
| Office Supplies | $14,763 | $14,763 |
| Payroll Processing Fees | $6,937 | $6,937 |
| Postage/Delivery Service | $1,255 | $1,255 |
| State or Local Filing Fees | $180 | $180 |
| Website Hosting/Support | $7,382 | $7,382 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $427,916 | $427,916 | |
| DESIGN SERVICES | $19,065 | $19,065 | |
| Website Development | $8,000 | $8,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $49,000 | |
| Foreign Tax Paid | $15,126 | $15,126 |