LENNOX FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LENNOX FOUNDATION (EIN 42-6053380)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349103127
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T14:35:35-06:00 | 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 | 426053380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lennox Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LENN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN WARSCHLE | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-10 | 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 | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203185000026 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | 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 | $62,166,305 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,753 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,753 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,011,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,011,220 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,045,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,953,719 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,045,804 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,754 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,739 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,101,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,105,516 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $102,298 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,298 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $104,858 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $17,423 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,423 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,349 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103,519 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $372,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,942 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,149,851 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,149,851 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,522,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,270,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,579,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,958,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,087,237 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,945,323 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,945,323 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,331,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,962,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,801,959 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,389,987 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,480,416 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,419,023 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,808,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,388,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,166,305 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $36,808,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,388,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,808,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,388,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,808,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,388,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,808,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,579,122 | ExcessRevenueOverExpensesAmt |
| Subtotal | $38,388,110 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $38,388,110 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $8,953,719 | $4,945,166 | $4,008,553 | $4,008,553 |
| Passthrough K1 Capital Gain/(Loss) | $37,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,045,804 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,429,941 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,993,298 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042636 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,275,784 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $54,570,924 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041703 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,143,343 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,549,460 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044148 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,936,210 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $47,113,779 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041096 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,846,684 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,616,396 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04139 | DistributionYr5Rt |
| Total Distribution | 0.210973 | TotalDistributionRt |
| Average Distribution | 0.042195 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,322,385 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,545,303 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $49,589 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,594,892 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,270,793 | 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 | $49,589 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $49,589 | SubtotalAmt |
| Tax Based On Investment Income | $49,589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $89,900 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,479 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $101,379 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $51,790 | OverpaymentAmt |
| Applied To ES Tax | $49,600 | AppliedToESTaxAmt |
| Refund | $2,190 | 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 | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Katie Booth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Nick Booth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Co-Sec | 1.0 | $0 | $0 | $0 |
| Elizabeth Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Sarah W Carlan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Chair | 1.0 | $0 | $0 | $0 |
| Elias Dammann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Zachary Krahmer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Laura Newman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Megan Norris | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Co-Sec | 1.0 | $0 | $0 | $0 |
| Amy Rattner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Jeff Storey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Karen Waeschle | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Treas | 1.0 | $0 | $0 | $0 |
| John Zink | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Mercer Investment Counsulting | |||||
| 701 MARKET ST STE 1100 | SAINT LOUIS | MO | 631011867 | Investment MGT | $102,298 |
| Foundation Source | |||||
| 55 Walls Drive 3rd floor | Fairfield | CT | 06824 | Administrative | $100,763 |
| 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 | $53,136,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,684,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,419,023 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,241,000 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,241,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $918,615 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,322,385 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,016,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,016,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,589 | TotalTaxAmt |
| Distributable Before Adj | $2,966,530 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,966,530 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,966,530 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,270,793 | 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 | $3,270,793 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $49,589 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,221,204 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,966,530 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,256,578 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $3,270,793 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,256,578 | AppliedToYear1Amt |
| Applied To Current Year | $2,014,215 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $952,315 | 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 (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL | |||||||
| 4647 W 47TH ST | CHICAGO | IL | 60632 | N/A | PC | Families in Need | $1,000 |
| ACLU FOUNDATION OF SOUTHERN CALIFORNIA | |||||||
| 1313 W 8TH ST | LOS ANGELES | CA | 90017 | N/A | PC | General support | $1,000 |
| ACTION NETWORK | |||||||
| PO BOX 1163 | GUALALA | CA | 95445 | N/A | PC | General support | $1,000 |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $1,000 |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | N/A | PC | General support | $1,000 |
| ALLIANCE FOR COMMUNITIES IN ACTION INC | |||||||
| 356 GOLFVIEW RD APT 1205 | N PALM BEACH | FL | 33408 | N/A | PC | General Support | $1,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | N/A | PC | California Wildfires 2018 (Camp Fire Victims) | $1,000 |
| ANIMAL FRIENDS RESCUE PROJECT | |||||||
| PO BOX 51083 | PACIFIC GROVE | CA | 93950 | N/A | PC | spay & neutering | $1,000 |
| ANIMAL REFUGE LEAGUE OF GREATER PORTLAND | |||||||
| PO BOX 336 | WESTBROOK | ME | 04098 | N/A | PC | General & Unrestricted | $100 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| 101 CROY CREEK RD | HAILEY | ID | 83333 | N/A | PC | Furniture, Fixtures, & Equipment FUND for New Animal Adoption & Humane education campus | $100,000 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| 101 CROY CREEK RD | HAILEY | ID | 83333 | N/A | PC | TO PURCHASE SUPPLIES FOR The Barkin' THRIFT STORE | $1,000 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| 101 CROY CREEK RD | HAILEY | ID | 83333 | N/A | PC | The Barkin' Thrift Shop supplies and repairs | $1,000 |
| ANIMEALS | |||||||
| 1700 RANKIN ST | MISSOULA | MT | 59808 | N/A | PC | General & Unrestricted | $1,000 |
| ARKANSAS CHESS ASSOCIATION | |||||||
| 238 PAULSON LN | MELBOURNE | AR | 72556 | N/A | PC | State Scholastic Championship | $1,000 |
| ART TREK INC | |||||||
| 703 RANCHO CONEJO BLVD | NEWBURY PARK | CA | 91320 | N/A | PC | Protection Through Prevention program | $24,500 |
| ASSOCIATION FOR THE PRESERVATION OF THE PRESIDENTI | |||||||
| 540 WATER ST | OAKLAND | CA | 94607 | N/A | PC | Maintenance Fund | $1,000 |
| BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER | |||||||
| 15 CRISSEY RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | Age Friendly Berkshire South | $100,000 |
| BERKSHIRE WALDORF HIGH SCHOOL INC | |||||||
| PO BOX 905 | GT BARRINGTON | MA | 01230 | N/A | PC | Agricultural initiative program | $1,000 |
| BOYS & GIRLS CLUBS OF SOUTHERN MAINE | |||||||
| 277 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PC | My Great Futures program | $100,000 |
| CALIFORNIA FOUNDATION FOR AGRICULTURE IN THE CLASS | |||||||
| 2600 RIVER PLZ DR | SACRAMENTO | CA | 95833 | N/A | PC | General & Unrestricted | $1,000 |
| CAMP CHIPPEWA FOUNDATION | |||||||
| 7359 NIAGARA LN N | MAPLE GROVE | MN | 55311 | N/A | PC | General & Unrestricted | $1,000 |
| CHEYENNE REGIONAL MEDICAL CENTER FOUNDATION | |||||||
| 214 E 23RD ST | CHEYENNE | WY | 82001 | N/A | PC | General & Unrestricted | $1,000 |
| CHILDRENS CANCER ASSOCIATION | |||||||
| 1200 NW NAITO PKWY STE 140 | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $2,000 |
| CHILDRENS CANCER ASSOCIATION | |||||||
| 1200 NW NAITO PKWY STE 140 | PORTLAND | OR | 97209 | N/A | PC | General Support | $1,000 |
| CLEARWATER MARINE AQUARIUM INC | |||||||
| 249 WINDWARD PASSAGE | CLEARWATER | FL | 33767 | N/A | PC | Expansion Project | $1,000 |
| COMMITTEE ON THE SHELTERLESS | |||||||
| PO BOX 2744 | PETALUMA | CA | 94953 | N/A | PC | Kids First Family Shelter | $1,000 |
| COMMUNITY CYCLES | |||||||
| 2535 DAWSON DR UNIT 403 | ROCKINGHAM | VA | 22801 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY FDN OF GREATER DES MOINES | |||||||
| 1915 GRAND AVE | DES MOINES | IA | 50309 | N/A | PC | General & Unrestricted | $150,000 |
| COMMUNITY FOOD SHARE INC | |||||||
| 650 S TAYLOR AVE | LOUISVILLE | CO | 80027 | N/A | PC | General Support | $1,000 |
| CONSTRUCT INC | |||||||
| 41 MAHAIWE ST | GREAT BARRINGTON | MA | 01230 | N/A | PC | General Support | $1,000 |
| COOLEYS ANEMIA FOUNDATION INC | |||||||
| 330 7TH AVE STE 200 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| DIFFVELOPMENT | |||||||
| PO BOX 773 | MONTCLAIR | NJ | 07042 | N/A | PC | Consultrepreneurship program | $25,000 |
| EAGLES NEST FOUNDATION INCORPORATED | |||||||
| 43 HART RD | PISGAH FOREST | NC | 28768 | N/A | PC | Amplifying Residential Life and Community Cornerstone Programming | $25,000 |
| EAGLES NEST FOUNDATION INCORPORATED | |||||||
| 43 HART RD | PISGAH FOREST | NC | 28768 | N/A | PC | Outdoor Academy | $1,000 |
| FAYETTEVILLE PUBLIC LIBRARY FOUNDATION | |||||||
| 401 W MOUNTAIN ST | FAYETTEVILLE | AR | 72701 | N/A | PC | Books and Bites Program | $25,000 |
| FAYETTEVILLE WHEELMEN CYCLING CLUB | |||||||
| 3016 E VAN BUREN | EUREKA SPRINGS | AR | 72632 | N/A | PC | General & Unrestricted | $1,000 |
| FAYETTEVILLE WHEELMEN CYCLING CLUB | |||||||
| 3016 E VAN BUREN | EUREKA SPRINGS | AR | 72632 | N/A | PC | General Support | $1,000 |
| FIRST BOOK - CHARLOTTE | |||||||
| 17324 WAVECREST COURT | CORNELIUS | NC | 28031 | N/A | PC | Focus on Reading Enrichment 2019 (FORE) program | $100,000 |
| FOUNDATION FOR ICHTHYOSIS AND RELATED SKIN TYPES | |||||||
| 2616 N BROAD ST | COLMAR | PA | 18915 | N/A | PC | Technology to Support the Ichthyosis Community | $69,750 |
| FRIDAY FOOD BAG FOUNDATION | |||||||
| PO BOX 1186 | CHEYENNE | WY | 82003 | N/A | PC | General Support | $1,000 |
| FRIENDS OF WILLOW CREEK OF SAUSALITO | |||||||
| 311 S ST | SAUSALITO | CA | 94965 | N/A | PC | General Support | $1,000 |
| GIRLS ON THE RUN OF THE ROCKIES | |||||||
| 7000 E BELLEVIEW AVE STE 130 | GREENWOOD VLG | CO | 80111 | N/A | PC | General Support | $1,000 |
| GLIDING STARS | |||||||
| 1307 MILITARY RD | BUFFALO | NY | 14217 | N/A | PC | General & Unrestricted | $1,000 |
| GREATER PORTLAND IMMIGRANT WELCOME CENTER | |||||||
| 24 PREBLE ST 3RD FL | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $1,000 |
| GREENPEACE FUND INC | |||||||
| 702 H ST NW STE 300 | WASHINGTON | DC | 20001 | N/A | PC | General support | $1,000 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | N/A | PC | general support | $1,000 |
| HOLE IN THE WALL GANG FUND INC | |||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | N/A | PC | The Hole in the Wall Gang Camp's CampOut Program | $75,000 |
| HOSPICE OF SOUTHERN MAINE | |||||||
| 390 US RTE 1 | SCARBOROUGH | ME | 04074 | N/A | PC | General Operating Support | $25,000 |
| HOUSE OF MERCY INC | |||||||
| 285 ORMOND ST | ROCHESTER | NY | 14605 | N/A | PC | General & Unrestricted | $1,000 |
| JANADA L BATCHELOR FOUNDATION FOR CHILDREN INC | |||||||
| PO BOX 4541 | TULSA | OK | 74159 | N/A | PC | General & Unrestricted | $1,000 |
| MAKE-A-WISH FOUNDATION OF THE MID- SOUTH INC | |||||||
| 1780 MORIAH WOODS BLVD STE 10 | MEMPHIS | TN | 38117 | N/A | PC | General & Unrestricted | $1,000 |
| MANNA CONEJO VALLEY FOOD DISTRIBUTION CENTER INC | |||||||
| PO BOX 1114 | THOUSAND OAKS | CA | 91358 | N/A | PC | General support | $1,000 |
| MANO A MANO INTERNATIONAL PARTNERS | |||||||
| 925 PIERCE BUTLER RTE | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $1,000 |
| MANO A MANO INTERNATIONAL PARTNERS | |||||||
| 925 PIERCE BUTLER RTE | SAINT PAUL | MN | 55104 | N/A | PC | Increasing the Capacity of Subsistence Farmers in Laguna Sulti, Bolivia to Produce Food by Improving their Access to Water | $100,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DR W98-200 | CAMBRIDGE | MA | 02139 | N/A | PC | general & Unrestricted | $1,000 |
| MIA FOUNDATION LTD | |||||||
| 3177 LATTA RD | ROCHESTER | NY | 14612 | N/A | PC | General support | $1,000 |
| MID-IOWA COMMUNITY ACTION -MICA- INCORPORATED | |||||||
| 1001 S 18TH AVE | MARSHALLTOWN | IA | 50158 | N/A | PC | Marshalltown Family Tornado Relief | $150,000 |
| MISSOULA CURLING CLUB | |||||||
| PO BOX 5523 | MISSOULA | MT | 59806 | N/A | PC | MCC Dedicated Curling Ice facility | $1,000 |
| MOFFETT FIELD HISTORICAL SOCIETY | |||||||
| PO BOX 16 | MOFFETT FIELD | CA | 94035 | N/A | PC | Moffett Museum WW-II Blimp Gondola Restoration | $65,000 |
| MONTANA SKATEPARK ASSOCIATION | |||||||
| 618 S HIGGINS AVE | MISSOULA | MT | 59801 | N/A | PC | 2019 Drop-in Program | $100,000 |
| MOUNTAIN PET RESCUE | |||||||
| PO BOX 1841 | WINTER PARK | CO | 80482 | N/A | PC | General & Unrestricted | $1,000 |
| NAOMIS VILLAGE INC | |||||||
| PO BOX 270057 | FLOWER MOUND | TX | 75027 | N/A | PC | funding for Construction of Additional Classroom Blocks for Cornerstone Preparatory Academy | $97,487 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Bamboo-4-Kenya program | $99,945 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Texas Fisheries & Coastal Resilience program | $100,000 |
| NATURE CONSERVANCY - CENTRAL DIVISION | |||||||
| 1101 W RIVER PKWY STE 200 | MINNEAPOLIS | MN | 55415 | N/A | PC | TNC Staff Enrichment Week XIII (13th Year) | $25,000 |
| NEW ENGLAND FORESTRY FOUNDATION INC | |||||||
| 3 SWAN RD | TYNGSBORO | MA | 01879 | N/A | PC | Exemplary Forestry in New England | $100,000 |
| NORTHAMPTON MONTESSORI SOCIETY INC | |||||||
| 51 BATES ST | NORTHAMPTON | MA | 01060 | N/A | PC | Montessori School of Northampton Board and Leadership Educational program | $85,000 |
| PARKINSON VOICE PROJECT INC | |||||||
| 646 N COIT RD STE 2250 | RICHARDSON | TX | 75080 | N/A | PC | General & Unrestricted | $1,000 |
| PARTNERS HEALTHCARE SYSTEM INC | |||||||
| 399 REVOLUTION DR STE 645 | SOMERVILLE | MA | 02145 | N/A | PC | Breathing New Life program | $25,000 |
| PEACE OF MIND DOG RESCUE | |||||||
| PO BOX 51554 | PACIFIC GROVE | CA | 93950 | N/A | PC | adoption events support | $1,000 |
| PEGASUS EARLY MUSIC | |||||||
| 211 COBBS HILL DR | ROCHESTER | NY | 14610 | N/A | PC | L'Orfeo Opera | $500 |
| PEGASUS EARLY MUSIC | |||||||
| 211 COBBS HILL DR | ROCHESTER | NY | 14610 | N/A | PC | Pegasus Early Music presents a Baroque Opera: Monteverdi's L'Orfeo | $50,000 |
| PERFORMING ANIMAL WELFARE SOCIETY | |||||||
| PO BOX 849 | GALT | CA | 95632 | N/A | PC | General Support | $1,000 |
| PLANNED PARENTHOOD MAR MONTE INC | |||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | Positive Youth Development and Sex Education for Monterey County | $100,000 |
| PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK | |||||||
| 114 UNIVERSITY AVE | ROCHESTER | NY | 14605 | N/A | PC | General & Unrestricted | $250 |
| PORTLAND EDUCATION FOUNDATION | |||||||
| 353 CUMBERLAND AVE | PORTLAND | ME | 04101 | N/A | PC | Investments in the Foundation for Portland Public schools | $25,000 |
| PRIDE WATER POLO ACADEMY | |||||||
| 4360 MANORVIEW COURT | MOORPARK | CA | 93021 | N/A | PC | Pride Water Polo Academy | $25,000 |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY ST | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $1,000 |
| PUBLICK MUSICK INC | |||||||
| 276 MOUNT VERNON AVE | ROCHESTER | NY | 14620 | N/A | PC | General & Unrestricted | $250 |
| REBUILDING TOGETHER SAN FRANCISCO | |||||||
| PIER 28 | SANFRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $1,000 |
| REBUILDING TOGETHER SAN FRANCISCO | |||||||
| PIER 28 | SANFRANCISCO | CA | 94105 | N/A | PC | Rebuild My Block and capacity building | $45,000 |
| ROUTT COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 772080 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General Support | $500 |
| ROUTT COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 772080 | STEAMBOAT SPR | CO | 80477 | N/A | PC | Veterinary Program | $100,000 |
| ROUTT COUNTY RIDERS | |||||||
| PO BOX 770094 | STEAMBOAT SPR | CO | 80477 | N/A | PC | Winter Trail Grooming program | $2,000 |
| SAIL MAINE INC | |||||||
| 58 FORE ST | PORTLAND | ME | 04101 | N/A | PC | General & Unrestricted | $100 |
| SANTA BARBARA MUSEUM OF NATURAL HISTORY | |||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | N/A | PC | Fleischmann Auditorium Campaign | $100,000 |
| SANTA FE SKI TEAM INC | |||||||
| PO BOX 23747 | SANTA FE | NM | 87502 | N/A | PC | General team fund | $1,000 |
| SANTA FE SKI TEAM INC | |||||||
| PO BOX 23747 | SANTA FE | NM | 87502 | N/A | PC | Santa Fe Ski Team 2019-2020 Season | $79,769 |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER ST 11TH FL | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $1,000 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | N/A | PC | General & Unrestricted | $2,000 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | N/A | PC | General Support | $2,000 |
| SIDE X SIDE INC | |||||||
| 636 CONGRESS ST | PORTLAND | ME | 04101 | N/A | PC | Project: ARTiculate | $40,000 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | Brown Girl Surf program | $1,000 |
| SONOMA COUNTY REGIONAL PARKS FOUNDATION | |||||||
| 2300 COUNTY CENTER DR STE 120A | SANTA ROSA | CA | 95403 | N/A | SO I | General & Unrestricted | $1,000 |
| SOUTHEAST FAYETTEVILLE COMMUNITY CENTER INC | |||||||
| 240 E ROCK ST | FAYETTEVILLE | AR | 72701 | N/A | PC | X-Factor Home school Program | $1,000 |
| SPARK FOUNDATION INC | |||||||
| 150 N SKYLINE DR | FAYETTEVILLE | AR | 72701 | N/A | PC | Securing Sustainability program | $90,000 |
| SPECIAL OLYMPICS CONNECTICUT INC | |||||||
| 2666 STATE ST STE 1 | HAMDEN | CT | 06517 | N/A | PC | General & Unrestricted | $100 |
| SPECIAL OLYMPICS CONNECTICUT INC | |||||||
| 2666 STATE ST STE 1 | HAMDEN | CT | 06517 | N/A | PC | Special Olympics Simsbury Swimming Program | $1,000 |
| ST PAUL URBAN TENNIS PROGRAM | |||||||
| 1675 5TH ST E | SAINT PAUL | MN | 55106 | N/A | PC | Launching Leaders Tennis and Education Center | $100,000 |
| ST PAUL URBAN TENNIS PROGRAM | |||||||
| 1675 5TH ST E | SAINT PAUL | MN | 55106 | N/A | PC | Warrior Leadership Academy | $1,000 |
| STEAMBOAT SPRINGS WINTER SPORTS CLUB INC | |||||||
| PO BOX 774487 | STEAMBOAT SPRINGS | CO | 80477 | N/A | PC | SSWSC Safety Initiative | $25,000 |
| THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC | |||||||
| 800 N MAIN ST | SHEFFIELD | MA | 01257 | N/A | PC | Community Assessment Phase 3: Implementation | $25,000 |
| THE NATURE CONSERVANCY - MAINE CHAPTER | |||||||
| 14 MAINE ST STE 401 | BRUNSWICK | ME | 04011 | N/A | PC | Inspiring Climate Action in Maine | $100,000 |
| THE OFFICE OF YOUTH ALTERNATIVES | |||||||
| 1328 TALBOT COURT | CHEYENNE | WY | 82001 | N/A | GOV | Special Friends Mentoring Program | $1,000 |
| THE SALVATION ARMY | |||||||
| 1424 NE EXPY NE | BROOKHAVEN | GA | 30329 | N/A | PC | General & Unrestricted | $1,000 |
| THE TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 01027 | N/A | PC | General & Unrestricted | $1,000 |
| THE TREEHOUSE FOUNDATION INC | |||||||
| 1 TREEHOUSE CIR | EASTHAMPTON | MA | 01027 | N/A | PC | Education and Life Skills for Children and Youth Who Have Experienced Foster Care | $25,000 |
| U C SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | N/A | PC | The UCSD Newborn Screening-Autism Risk Study--Phase 2 | $100,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||
| 220 MONTGOMERY ST 5TH FL | SAN FRANCISCO | CA | 94104 | N/A | PC | UCSF Scleroderma Center | $100,000 |
| VENTURA LAND TRUST | |||||||
| 3451 FOOTHILL RD STE 201 | VENTURA | CA | 93003 | N/A | PC | Phase I of the Harmon Canyon Public Access Project | $25,000 |
| WITH LOVE OREGON | |||||||
| 14555 SW 74TH AVE | TIGARD | OR | 97224 | N/A | PC | General & Unrestricted | $100 |
| WOLFPACK FOUNDATION | |||||||
| PO BOX 206 | LINCOLN | AR | 72744 | N/A | PC | Lincoln Chess Club | $10,000 |
| WOOD RIVER LAND TRUST COMPANY | |||||||
| 119 E BULLION ST | HAILEY | ID | 83333 | N/A | PC | to protect the Wood River Valley for future generations | $25,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General Support | $500 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SAN FRANCISCO | |||||||
| 50 CALIFORNIA ST STE 650 | SAN FRANCISCO | CA | 94111 | N/A | PC | Kids-to-Coast | $25,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTHEAST VENT | |||||||
| 100 E THOUSAND OAKS BLVD STE 187 | THOUSAND OAKS | CA | 91360 | N/A | PC | STEAM Education, Find My Genius and 2020 Vision: Board Development | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,149,851 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,753 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,011,220 | 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 | $4,045,804 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$7,728 | 14 | $21,366 |
| Federal Tax Refund | 01 | $3,015 | ||
| STATE TAX REFUND | 01 | $101 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$7,728 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,109,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,101,531 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elias Dammann | PersonNm |
| Short Explanation | *Resigned from foundation in 2019 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS CORE EQ P | $1,673,300 | $1,781,752 |
| DODGE & COX FUNDS INTERNATIONA | $2,019,650 | $2,232,628 |
| DOUBLELINE TOTAL RETURN BOND | $1,689,016 | $1,684,053 |
| GRANDEUR PEAK INTERNATIONAL ST | $1,262,125 | $1,309,302 |
| JACKSON SQUARE MID CAP GROWTH | $1,110,327 | $1,282,812 |
| JENSEN QUALITY GROWTH FUND CLA | $1,375,589 | $1,683,276 |
| LENNOX INTL INC | $188,462 | $17,369,202 |
| LSV SMALL CAP VALUE FUND | $1,295,000 | $1,291,930 |
| MFS INTL INTRINSIC VALUE FD I | $1,685,108 | $2,536,129 |
| THE HARTFORD EMERGING MARKETS | $1,565,536 | $1,306,379 |
| THE JENSEN PORTFOLIO INC CLASS | $402,349 | $429,944 |
| TOUCHSTONE SANDS CAP EMERGING | $1,525,000 | $1,782,966 |
| VANGUARD 500 INDEX FUND ADM | $4,303,511 | $7,424,079 |
| VANGUARD DEVELOPED MARKETS IDX | $2,195,876 | $2,143,711 |
| VANGUARD DIVIDEND APPREC IDX A | $771,915 | $1,291,942 |
| VANGUARD GLOBAL EX-U.S. REAL E | $368,341 | $374,077 |
| VANGUARD INFLATION-PROTECTED S | $2,113,939 | $2,132,171 |
| VANGUARD REIT INDEX FD ADMIRAL | $678,188 | $820,939 |
| VANGUARD TOTAL BOND MARKET IND | $4,739,139 | $4,924,667 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCER HEDGE FUND INVESTORS SP | $4,540,000 | $5,265,210 |
| MERCER PRIVATE INV PTNS IV LP | $684,831 | $875,826 |
| MERCER PRIVATE INV PTNS V LP | $89,692 | $134,051 |
| MERCER PRIVATE INV PTNS, LP | $165,893 | $143,936 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $100,763 | $100,763 | |
| Indemnification Insurance | $2,756 | $2,756 | |
| K-1 EXP MERCER PRIVATE INV IV | $25,840 | $25,785 | |
| K-1 EXP MERCER PRIVATE INV V | $14,307 | $14,304 | |
| K-1 EXP MERCER PRIVATE INV | $4,313 | $4,260 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss MERCER PRIVATE INV PTNS IV LP | $15,420 | $16,323 |
| K-1 Inc/Loss MERCER PRIVATE INV PTNS V LP | -$5,570 | $1,179 |
| K-1 Inc/Loss MERCER PRIVATE INV PTNS, LP | $3,788 | $3,237 |
| Federal Tax Refund | $3,015 | |
| State Tax Refund | $101 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $102,298 | Amt |
| Net Investment Income | $102,298 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $41,000 |
| 990-PF Extension for 2018 | $63,858 |