NEW-LAND FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NEW-LAND FOUNDATION INC (EIN 13-6086562)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202043159349102504
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T20:14:17-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | 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 | 136086562 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEW-LAND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE NEW-LAND FOUNDATION INC | InCareOfNm |
| Business Name Control | NEW- | BusinessNameControlTxt |
| Phone | 4157992162 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 battery street Suite 202 | AddressLine1Txt |
| City | san francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAL HARVEY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2124796086 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Curtis Young | PreparerPersonNm |
| PTIN | P01533495 | PTIN |
| Phone | 2125990100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.119.144.65 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26376320203155000087 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A87539D75D44546F9E81755E19BD8DC508F41D5E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A87539D75D44546F9E81755E19BD8DC508F41D5E | 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 | $38,793,909 | 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 |
| Dividends Rev And Expnss | $763,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $763,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,627,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,627,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,627,169 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $101,412 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,421 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,492,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,388,110 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $55,623 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,216 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,906 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,288 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,788 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $133,209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,324 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $206,702 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120,402 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,017 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $516,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $256,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,593,146 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,593,146 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,109,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $256,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,676,393 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $382,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,131,704 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,538 | CashBOYAmt |
| Cash EOY | $337,076 | CashEOYAmt |
| Cash EOYFMV | $337,076 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $162,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,397,473 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,397,473 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,988,054 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,156,639 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,835,859 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,681,823 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,681,823 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,288,767 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,292,113 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,059,726 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,934,734 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,226,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,632,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,793,909 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,226,904 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,632,737 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,226,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,632,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,226,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,632,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,226,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $382,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,845 | OtherIncreasesAmt |
| Subtotal | $24,632,737 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,632,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| ST GAIN FROM LPS | $14,105 | $0 | $14,105 | $14,105 |
| LT GAIN FROM LPS | $624,698 | $0 | $624,698 | $624,698 |
| 1231 GAIN FROM LPS | $38,754 | $0 | $38,754 | $38,754 |
| 1256 GAIN FROM LPS | $35,018 | $0 | $35,018 | $35,018 |
| GAIN FROM MB/FTH TRD MERGER | $914,594 | $0 | $914,594 | $914,594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,627,169 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,683,195 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,974,847 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048126 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,621,989 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,869,816 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043992 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,660,094 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,842,190 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049054 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,642,477 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,589,366 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055509 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,605,068 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,959,278 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055425 | DistributionYr5Rt |
| Total Distribution | 0.252106 | TotalDistributionRt |
| Average Distribution | 0.050421 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,034,961 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,867,340 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,317 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,888,657 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,676,393 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,634 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,634 | SubtotalAmt |
| Tax Based On Investment Income | $42,634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $70,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $27,366 | OverpaymentAmt |
| Applied To ES Tax | $27,366 | AppliedToESTaxAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | NY | 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 | THE NEW-LAND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4157992162 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 BATTERY STREET STE 202 | AddressLine1Txt |
| City | san francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSTANCE HARVEY | |||||||||
| 98 battery street | THE NEW-LAND FOUNDATION INC | san francisco | CA | 94111 | VP/DIR | 1.0 | $0 | $0 | $0 |
| HAL HARVEY | |||||||||
| 98 battery street | THE NEW-LAND FOUNDATION INC | san francisco | CA | 94111 | PRES/DIR | 1.0 | $0 | $0 | $0 |
| ANN HARVEY | |||||||||
| 98 battery street | THE NEW-LAND FOUNDATION INC | san francisco | CA | 94111 | tr/sec/dir | 1.0 | $0 | $0 | $0 |
| JOAN HARVEY | |||||||||
| 98 battery street | THE NEW-LAND FOUNDATION INC | san francisco | CA | 94111 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| GEORGE PERKOVICH PHD | |||||||||
| 98 battery street | THE NEW-LAND FOUNDATION INC | san francisco | CA | 94111 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ANNE EHRLICH | |||||||||
| 98 battery street | THE NEW-LAND FOUNDATION INC | san francisco | CA | 94111 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MARIAH HARVEY-brown | |||||||||
| 98 battery street | san francisco | CA | 94111 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| ANTHEA HARVEY-BROWN | |||||||||
| 98 battery street | san francisco | CA | 94111 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | grant thornton llp | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 third avenue 3rd floor | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | accounting | ServiceTypeTxt |
| Compensation | $55,623 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,360,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,303,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,934,734 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,598,945 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,598,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $563,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,034,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,851,748 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,851,748 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,634 | TotalTaxAmt |
| Distributable Before Adj | $1,809,114 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,809,114 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,809,114 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,676,393 | 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 | $1,676,393 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,676,393 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,809,114 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $189,562 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $210,026 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,137 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $404,725 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,676,393 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,676,393 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $132,721 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $132,721 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $272,004 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $56,841 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $215,163 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $210,026 | ExcessFromYear4Amt |
| Excess From Year3 | $5,137 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHMENT 15 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 BATTERY STREET SUITE 202 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4157992162 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENT 15 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHMENT 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT 15 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Advocates for the West | ||||||||||||
| 1320 West Franklin Street | Boise | ID | 83701 | NONE | PC | ENVIRONMENT/WILDLIFE | $15,000 | |||||
| Aspen Journalism | ||||||||||||
| The Benedict Building | Aspen | CO | 81611 | NONE | PC | ENVIRONMENT/WILDLIFE | $15,000 | 1280 Ute Avenue Suite 9 | ||||
| ARMS CONTROL ASSOCIATION | ||||||||||||
| 1200 18th Street NW Suite 1175 | WASHINGTON | DC | 20036 | NONE | PC | peace/arms control | $30,000 | |||||
| ALLICANCE FOR JUSTICE | ||||||||||||
| 11 DUPONT CIRCLE NW 2ND FLOOR | WASHINGTON | DC | 20036 | NONE | PC | civil rights/justice | $25,000 | |||||
| Bulletin of the Atomic Scientists | ||||||||||||
| 1155 East 60th Street | Chicago | IL | 60637 | NONE | PC | PEACE/ARMS CONTROL | $20,000 | |||||
| Carnegie Endowment for International Peace | ||||||||||||
| 1779 Massachusetts Avenue NW | Washington | DC | 20036 | NONE | PC | Peace/Arms Control | $50,000 | |||||
| Catching the Dream | ||||||||||||
| 8200 Mountain Road NE Suite 103 | Albuquerque | NM | 87110 | NONE | PC | INTERNSHIPS | $5,000 | |||||
| Center for Biological Diversity | ||||||||||||
| 378 North Main | Tucson | AZ | 85701 | NONE | PC | Environment/Deforestation and Wilderness | $30,000 | |||||
| Citizens for a healthy community | ||||||||||||
| po box 1283 | paonia | CO | 81428 | NONE | PC | environment/energy and climate change | $15,000 | |||||
| Climate Conservation | ||||||||||||
| PO Box 1587 | Bozeman | MT | 59771 | NONE | PC | environment/energy and climate change | $15,000 | |||||
| Columbia Law School | ||||||||||||
| 435 West 116th Street Box A-2 | New York | NY | 10027 | NONE | PC | INTERNSHIPS | $10,000 | |||||
| Community Environmental Legal Defense Fund | ||||||||||||
| PO Box 360 | Mercersburg | PA | 17236 | NONE | PC | ENVIRONMENT/ENERGY AND CLIMATE CHANGE | $10,000 | |||||
| Conservation Colorado Education Fund | ||||||||||||
| 1536 Wynkoop Street Suite 510 | Denver | CO | 80202 | NONE | PC | Environment/Rivers and Clean Water | $20,000 | |||||
| Cook Inletkeeper | ||||||||||||
| 3734 Ben Walters Lane | Homer | AK | 99603 | NONE | PC | ENVIRONMENT/ALASKA | $15,000 | |||||
| Earthjustice | ||||||||||||
| 50 california street ste 500 | san francisco | CA | 94111 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $40,000 | |||||
| Earthworks' Oil & Gas Accountability Project | ||||||||||||
| 1612 K Street NW Suite 904 | Washington | DC | 20006 | NONE | PC | ENVIRONMENT/ENERGY AND CLIMATE CHANGE | $20,000 | |||||
| EcoFlight | ||||||||||||
| 307 L Aspen Airport Business Centre | Aspen | CO | 81611 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $20,000 | |||||
| Energy & Conservation Law | ||||||||||||
| 1911 Main Avenue Suite 238 | Durango | CO | 81301 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $20,000 | |||||
| Federation of American Scientists | ||||||||||||
| 1725 DeSales Street NW Suite 600 | Washington | DC | 20036 | NONE | PC | PEACE/ARMS CONTROL | $20,000 | |||||
| Friends of Scotchman Peaks Wilderness Trust | ||||||||||||
| PO Box 2061 | Sandpoint | ID | 83864 | NONE | PC | ENVIRONMENT/DEFORESTATION AND WILDERNESS | $10,000 | |||||
| Friends of the Clearwater | ||||||||||||
| PO Box 9241 | Moscow | ID | 83843 | NONE | PC | ENVIRONMENT/RIVERS AND CLEAN WATER | $20,000 | |||||
| Friends of the Earth | ||||||||||||
| 1101 15th street nw 11th floor | washington dc | DC | 20005 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $15,000 | |||||
| Grand Canyon Trust | ||||||||||||
| 2601 N Fort Valley Road | Flagstaff | AZ | 86001 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $15,000 | |||||
| Great Old Broads for Wilderness | ||||||||||||
| PO Box 2924 | Durango | CO | 81302 | NONE | PC | ENVIRONMENT/EDUCATION | $10,000 | |||||
| Green Corps | ||||||||||||
| 1543 Wazee Street Suite 300 | Denver | CO | 80202 | NONE | PC | INTERNSHIPS | $15,000 | |||||
| Herbert Scoville Jr Peace Fellowship | ||||||||||||
| 820 1st Street NE Suite LL-180 | Washington | DC | 20002 | NONE | PC | PEACE/ARMS CONTROL | $10,000 | |||||
| High Country Conservation Advocates | ||||||||||||
| PO Box 1066 | Crested Butte | CO | 81224 | NONE | PC | ENVIRONMENT/MISCELLANEOUS AND COMBINED | $15,000 | |||||
| High Country News | ||||||||||||
| PO 1090 | Paonia | CO | 81428 | NONE | PC | ENVIRONMENT/miscellaneous and COMBINED | $10,000 | |||||
| Jewish Community Center in Manhattan | ||||||||||||
| 334 Amsterdam Avenue | New York | NY | 10023 | NONE | PC | LITERACY AND CHILD DEVELOPMENT | $25,000 | |||||
| Los Alamos Study Group | ||||||||||||
| 2901 Summit Place NE | Albuquerque | NM | 87106 | NONE | PC | PEACE/ARMS CONTROL | $50,000 | |||||
| Marin County Bicycle Coalition | ||||||||||||
| PO Box 1115 | Fairfax | CA | 94978 | NONE | PC | MISCELLANEOUS | $5,000 | |||||
| NARAL- Pro-Choice America Foundation | ||||||||||||
| 1156 15th Street NW Suite 700 | Washington | DC | 20005 | NONE | PC | POPULATION AND REPRODUCTIVE RIGHTS | $20,000 | |||||
| National Security Archive Fund Inc | ||||||||||||
| Gelman Library Ste 701 | Washington | DC | 200520081 | NONE | PC | PEACE/ARMS CONTROL | $20,000 | |||||
| National Wildlife Federation | ||||||||||||
| 303 East 17th Avenue Suite 15 | Denver | CO | 80203 | NONE | PC | ENVIRONMENT/WILDLIFE | $25,000 | |||||
| National Wildlife Refuge Association | ||||||||||||
| 1001 Connecticut Avenue NW Suite | Washington | DC | 20036 | NONE | PC | ENVIRONMENT/WILDLIFE | $25,000 | |||||
| Nautilus Institute of America Inc | ||||||||||||
| 2342 Shattuck Avenue 300 | Berkeley | CA | 94704 | NONE | PC | PEACE/ARMS CONTROL | $40,000 | |||||
| New Mexico Environmental Law Center | ||||||||||||
| 1405 Luisa Street Suite 5 | Santa Fe | NM | 87505 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $15,000 | |||||
| New Mexico Wilderness Alliance | ||||||||||||
| 142 Truman Street NE Suite B1 | Albuquerque | NM | 87108 | NONE | PC | ENVIRONMENT/DEFORESTATION AND WILDERNESS | $10,000 | |||||
| Northern Plains Resource Council | ||||||||||||
| 220 S 27th Street Suite A | Billings | MT | 59101 | NONE | PC | ENVIRONMENT/ENERGY AND CLIMATE CHANGE | $15,000 | |||||
| Powder River Basin Resource Council | ||||||||||||
| 934 North Main | Sheridan | WY | 82801 | NONE | PC | ENVIRONMENT/ENERGY AND CLIMATE CHANGE | $20,000 | |||||
| Project on Government Oversight | ||||||||||||
| 1100 G Street NW Suite 500 | Washington | DC | 20005 | NONE | PC | PEACE/ARMS CONTROL | $15,000 | |||||
| Public Employees for Environmental Responsibility | ||||||||||||
| 962 Wayne Avenue Suite 610 | Silver Spring | MD | 20910 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $30,000 | |||||
| Quiet Use Coalition | ||||||||||||
| PO Box 1452 326 East 4th Street | Salida | CO | 81201 | NONE | PC | ENVIRONMENT/OFF ROAD VEHICLES | $10,000 | |||||
| Rocky Mountain Wild | ||||||||||||
| 1536 Wynkoop Street Suite 900 | Denver | CO | 80202 | NONE | PC | ENVIRONMENT/WILDLIFE | $15,000 | |||||
| Sheep Mountain Alliance | ||||||||||||
| 218 W Colorado Ave B | Telluride | CO | 81435 | NONE | PC | environment | $9,500 | |||||
| San Juan Citizens Alliance | ||||||||||||
| PO BOX 2461 | Durango | CO | 81302 | NONE | PC | ENVIRONMENT/DEFORESTATION AND WILDERNESS | $10,000 | |||||
| San Luis Valley Ecosystem Council | ||||||||||||
| PO Box 223 | Alamosa | CO | 81101 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $10,000 | |||||
| Save the Colorado | ||||||||||||
| PO Box 1066 | Fort Collins | CO | 80522 | NONE | PC | ENVIRONMENT/RIVERS AND CLEAN WATER | $10,000 | |||||
| Sierra Club Foundation | ||||||||||||
| 2101 Webster Street Suite 1250 | Oakland | CA | 94612 | NONE | PC | ENVIRONMENT/EDUCATION | $25,000 | |||||
| Snake River Waterkeeper | ||||||||||||
| 2123 n 16TH sT | bOISE | ID | 83702 | NONE | PC | ENVIRONMENT/RIVERS AND CLEARN WATER | $15,000 | |||||
| Southeast Alaska Conservation Council | ||||||||||||
| 224 Gold Street | Juneau | AK | 99801 | NONE | PC | ENVIRONMENT/ALASKA | $15,000 | |||||
| Southern Utah Wilderness Alliance | ||||||||||||
| 425 East 100 South | Salt Lake City | UT | 84111 | NONE | PC | ENVIRONMENT/DEFORESTATION AND WILDERNESS | $25,000 | |||||
| Taxpayers for Common Sense | ||||||||||||
| 651 Pennsylvania Avenue SE | Washington | DC | 20003 | NONE | PC | ENVIRONMENT/ENERGY AND CLIMATE CHANGE | $15,000 | |||||
| The Center for Public Interest Research | ||||||||||||
| 294 Washington Street Suite 500 | Boston | MA | 02108 | NONE | PC | INTERNSHIPS/SCHOLARSHIPS | $10,000 | |||||
| The Center for Reproductive Rights | ||||||||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | NONE | PC | POPULATION AND REPRODUCTION RIGHTS | $20,000 | |||||
| The Xerces Society for Invertebrate Conservation | ||||||||||||
| 628 NE Broadway Suite 200 | Portland | OR | 97232 | NONE | PC | ENVIRONMENT/WILDLIFE | $15,000 | |||||
| Triple Shadow Inc | ||||||||||||
| PO Box 289 | East Otis | MA | 01029 | NONE | PC | MISCELLANEOUS | $5,000 | |||||
| Tri-Valley CAREs | ||||||||||||
| 4049 First Street Suite 139A | Livermore | CA | 94551 | NONE | PC | PEACE/ARMS CONTROL | $20,000 | |||||
| Trustees for Alaska | ||||||||||||
| 1026 W 4th Avenue Suite 201 | Anchorage | AK | 99501 | NONE | PC | ENVIRONMENT/ALASKA | $15,000 | |||||
| Union of Concerned Scientists | ||||||||||||
| 2 Brattle Square | Cambridge | MA | 02138 | NONE | PC | peace/arms control | $20,000 | |||||
| Upstream USA | ||||||||||||
| 426 17th Street ste 200 | Oakland | CA | 94612 | NONE | PC | POPULATION AND REPRODUCTIVE RIGHTS | $25,000 | |||||
| Utah Rivers Council | ||||||||||||
| 1055 East 2100 South Suite 201 | Salt Lake City | UT | 84106 | NONE | PC | ENVIRONMENT/RIVERS AND CLEAN WATER | $15,000 | |||||
| Western Colorado Alliance | ||||||||||||
| PO Box 1931 124 North 6th Street | Grand Junction | CO | 81502 | NONE | PC | ENVIRONMENT/DEFORESTATION AND WILDERNESS | $20,000 | |||||
| Western Environmental Law Center | ||||||||||||
| 1216 Lincoln Street | Eugene | OR | 97401 | NONE | PC | ENVIRONMENT/WILDLIFE | $15,000 | |||||
| Western Landowners Alliance | ||||||||||||
| PO Box 6278 | Santa Fe | NM | 87502 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $15,000 | |||||
| Western Mining Action Project | ||||||||||||
| PO Box 349 | Lyons | CO | 80540 | NONE | PC | ENVIRONMENT/MINING | $25,000 | |||||
| Western Resource Advocates | ||||||||||||
| 2260 Baseline Road Suite 200 | Boulder | CO | 80302 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $25,000 | |||||
| Western Watersheds Project | ||||||||||||
| 126 South Main Steet Suite B-2 | Hailey | ID | 83333 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $15,000 | |||||
| Wild Connections | ||||||||||||
| 2168 Pheasant Place | Colorado Springs | CO | 80909 | NONE | PC | ENVIRONMENT/DEFORESTATION AND WILDERNESS | $15,000 | |||||
| WildEarth Guardians | ||||||||||||
| 516 Alto Street | Santa Fe | NM | 87501 | NONE | PC | ENVIRONMENT/OFF ROAD VEHICLES | $35,000 | |||||
| Wilderness Watch | ||||||||||||
| PO Box 9175 | Missoula | MT | 59807 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $20,000 | |||||
| Wilderness Workshop | ||||||||||||
| PO Box 1442 | Carbondale | CO | 81623 | NONE | PC | Environment/Combined Environmental Aims | $20,000 | |||||
| Wyoming Wilderness Association | ||||||||||||
| 256 S Jefferson Street PO Box 658 | Sheridan | WY | 82801 | NONE | PC | ENVIRONMENT/COMBINED ENVIRONMENTAL AIMS | $25,000 | |||||
| Yellowstone to Uintas Connection | ||||||||||||
| po box 280 | Mendon | UT | 84325 | NONE | PC | environment/combined enviornmental aims | $5,000 | |||||
| Wild Arizona | ||||||||||||
| PO Box 40340 | Tuscon | AZ | 85717 | none | PC | environment | $10,000 | |||||
| Wyoming Outdoor Council | ||||||||||||
| 262 Lincoln Street | Lander | WY | 82520 | none | PC | environment | $15,000 | |||||
| American Rivers Inc | ||||||||||||
| 1101 14TH sTREET NW SUITE 1400 | WASHINGTON | DC | 20005 | none | PC | ENVIRONMENT/RIVERS AND CLEAN WATER | $20,000 | |||||
| Bat Conservation International | ||||||||||||
| PO Box 162603 | Austin | TX | 78716 | none | PC | environment/wildlife | $15,000 | |||||
| Citizens for Responsibility & Ethics in Washington | ||||||||||||
| 1101 K Street NW 201 | Washington | DC | 20001 | none | PC | civil rights/justice | $15,000 | |||||
| Wildlands Network | ||||||||||||
| 329 W Pierpont Ave Suite 300 | Salt Lake City | UT | 84101 | none | PC | environment | $15,000 | |||||
| Freud Museum | ||||||||||||
| NONE | PC | Freud Museum | $38,646 | 20 maresfield gardens | london | UK | NW3 5SX | |||||
| Ploughshares Fund | ||||||||||||
| 315 bay street 4th floor | san francisco | CA | 94133 | NONE | PC | peace/arms control | $35,000 | |||||
| International Forum on Globalization | ||||||||||||
| 1009 general kennedy avenue 2 | san francisco | CA | 94129 | none | PC | peace/arms control | $25,000 | |||||
| University of Colorado School of Law | ||||||||||||
| 2450 Kittredge Loop Dr | boulder | CO | 80309 | none | PC | environment | $20,000 | |||||
| Nuclear Watch New Mexico | ||||||||||||
| 903 W Alameda St 325 | santa fe | NM | 87501 | none | PC | peace/arms control | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,593,146 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $763,699 | 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 | $1,627,169 | 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 | OTHER LP INCOME | Desc |
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $103,833 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$2,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $103,833 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,388,447 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,492,280 | 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 | GRANT THORNTON LLP | CategoryTxt |
| Amt | $55,623 | Amt |
| Net Investment Income | $37,216 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,906 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Freud Museum | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | maresfield Gardens hampstead | AddressLine1Txt |
| City | london | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | nw3 5sx | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $38,646 | GrantAmt |
| Purpose Of Grant | For operating expenses | PurposeOfGrantTxt |
| Expended By Grantee | $38,646 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | Monthly | DatesOfReportsByGranteeTxt |
| Verification | 2019-12-20 | VerificationDt |
| Results Of Verification | Museum is succesfully operating and utilizing the grants as intended. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,681,823 | EOYBookValueAmt |
| EOYFMV | $4,288,767 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITIES | $239,713 | $7,358,510 |
| PUBLICLY TRADED MUTUAL FUND | $4,916,926 | $4,477,349 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS IN LIMITED | ||
| PARTNERSHIPS | $15,059,726 | $20,934,734 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANTS MANAGEMENT FEES | $58,679 | $0 | $0 | $58,679 |
| INSURANCE EXPENSE | $4,078 | $0 | $0 | $4,078 |
| HSBC - CUSTODY FEE | $3,883 | $3,883 | $0 | $0 |
| MEMBERSHIP FEES | $1,500 | $0 | $0 | $1,500 |
| STATE OF NY - FILING FEE | $750 | $0 | $0 | $750 |
| STATE OF CA - FILING FEE | $10 | $0 | $0 | $10 |
| OTHER LP EXPENSES | $137,802 | $116,519 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM limited PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $101,412 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$2,421 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $22,845 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WELLINGTON TRUST COMPANY | $66,288 | $66,288 | $0 | $0 |
| MONTICELLO ASSOCIATES INC. | $50,000 | $32,500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $117,000 | $0 | $0 | $0 |
| CALIFORNIA TAX | $16,209 | $0 | $0 | $0 |