WINSLOW FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WINSLOW FOUNDATION (EIN 22-2778703)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-09
- IRS object ID
- 202502829349100015
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2025-10-09T16:06:51-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222778703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winslow Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WINS | 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 | Morgan McMillan | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,912,566 | 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 | $67,220 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,220 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $262,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,784,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,017,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,784,644 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $134,924 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $119,384 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,249,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,234,105 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $118,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $118,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,785 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,785 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $231,969 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $230,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,500 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $12 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $24,108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,408 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,321 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,321 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $856 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $856 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $164,238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $104,086 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,152 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $574,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $337,963 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $215,614 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,878,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,878,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,452,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $337,963 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,093,614 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,797,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,896,142 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $792,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,000,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,000,755 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $198,610 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $2,901,685 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,913,075 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,954,750 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,083,018 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,435,061 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,914,966 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,608,467 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,032,550 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,042,095 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,584,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,381,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,912,566 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,584,085 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,381,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,584,085 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,381,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,584,085 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,381,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,584,085 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,797,356 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,381,441 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,381,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $9,128,114 | $7,658,799 | $1,469,315 | $1,469,315 | |||
| Passthrough K1 Capital Gain/(Loss) | $1,663,135 | ||||||
| MAVERICK HOLDINGS C, LTD | $987 | $388 | $599 | $599 | P | 2019-03-29 | 2024-01-11 |
| MAVERICK HOLDINGS C, LTD | $5,601 | $98,238 | -$92,637 | -$92,637 | P | 2019-03-29 | 2024-03-19 |
| MAVERICK HOLDINGS C, LTD | $176,441 | $38,489 | $137,952 | $137,952 | P | 2019-03-29 | 2024-04-01 |
| MAVERICK HOLDINGS C, LTD | $155,160 | $27,329 | $127,831 | $127,831 | P | 2019-03-29 | 2024-05-10 |
| MAVERICK HOLDINGS C, LTD | $9,600 | $1,671 | $7,929 | $7,929 | P | 2019-03-29 | 2024-06-13 |
| MAVERICK HOLDINGS C, LTD | $170,348 | $30,292 | $140,056 | $140,056 | P | 2019-03-29 | 2024-09-16 |
| MAVERICK HOLDINGS C, LTD | $225,728 | $36,156 | $189,572 | $189,572 | P | 2019-03-29 | 2024-10-15 |
| MAVERICK HOLDINGS C, LTD | $145,033 | $21,651 | $123,382 | $123,382 | P | 2019-03-29 | 2024-11-14 |
| DISTRIBUTIONS IN EXCESS OF BASIS | $17,510 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,784,644 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $54,156 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $54,156 | SubtotalAmt |
| Tax Based On Investment Income | $54,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,604 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $38,604 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Tax Due | $15,586 | TaxDueAmt |
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 | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Morgan McMillan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, executive dir | 40.0 | $118,000 | $20,316 | $0 |
| Christopher Wirth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Trustee, Treas | 1.0 | $0 | $0 | $0 |
| Kelsey Wirth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Pres | 4.0 | $0 | $0 | $0 |
| Wren W Wirth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge | |||||
| 230 CONGRESS STREET 12TH FL | BOSTON | MA | 02110 | Investment Mgmt | $143,870 |
| Edgewood Management LLC | |||||
| 600 STEAMBOAT RD STE 103 | GREENWICH | CT | 06830 | Investment Mgmt | $75,239 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $58,613 |
| 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 | $26,537,566 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,547,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,635,071 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,719,742 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,719,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $655,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,063,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,153,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,153,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $54,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $54,156 | TotalTaxAmt |
| Distributable Before Adj | $2,099,041 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,099,041 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,099,041 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,093,614 | 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 | $2,093,614 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,099,041 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $176,953 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $352,839 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $150,232 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $680,024 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,093,614 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,093,614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,427 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,427 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $674,597 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $171,526 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $503,071 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $352,839 | ExcessFromYear4Amt |
| Excess From Year2 | $150,232 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Wren W Wirth | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 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 | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 350 COLORADO | |||||||||||
| 2861 ELLISON PL | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $1,000 | ||||
| 350VERMONT | |||||||||||
| 239 S UNION ST | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $2,000 | ||||
| ALLIANCE FOR YOUTH ORGANIZING | |||||||||||
| 650 MASSACHUSETTS AVE NW STE 600 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $35,000 | ||||
| APPALACHIAN VOICES | |||||||||||
| 589 WEST KING ST | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $50,000 | ||||
| BENNINGTON COLLEGE CORPORATION | |||||||||||
| ONE COLLEGE DR | BENNINGTON | VT | 05201 | N/A | PC | Beyond Plastics | $40,000 | ||||
| BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SY | |||||||||||
| UW-MADISON GAR ACCOUNT DRAWER 538 | MILWAUKEE | WI | 53278 | N/A | GOV | Pollinator biodiversity and the stability of ecosystem services in a changing climate | $43,000 | ||||
| CAMBRIDGE HEALTH ALLIANCE FOUNDATION INC | |||||||||||
| 350 MAIN ST 5TH FL | MALDEN | MA | 02148 | N/A | SO I | Climate Health Organizing Fellows Program | $100,000 | ||||
| CAROLINA FEDERATION FUND | |||||||||||
| PO BOX 62212 | DURHAM | NC | 27715 | N/A | PC | General & Unrestricted | $30,000 | ||||
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $1,000 | ||||
| CLEAN AND PROSPEROUS AMERICA EDUCATION FUND | |||||||||||
| PO BOX 21961 | SEATTLE | WA | 98111 | N/A | PC | General & Unrestricted | $30,000 | ||||
| CLIMATE CABINET EDUCATION | |||||||||||
| 150 SUTTER ST UNIT 695 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $50,000 | ||||
| COAL CREEK WATERSHED COALITION | |||||||||||
| PO BOX 962 | CRESTED BUTTE | CO | 81224 | N/A | PC | General & Unrestricted | $1,000 | ||||
| COLORADO CHAUTAUQUA ASSOCIATION | |||||||||||
| 900 BASELINE RD | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $500 | ||||
| COLORADO CHAUTAUQUA ASSOCIATION | |||||||||||
| 900 BASELINE RD | BOULDER | CO | 80302 | N/A | PC | Garden Maintenance Fund | $1,000 | ||||
| COLORADO ORGANIZATION FOR LATINA OPPORTUNITY AND R | |||||||||||
| PO BOX 40991 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $1,000 | ||||
| COLORADO PLATEAU FOUNDATION | |||||||||||
| 113 E BIRCH AVE | FLAGSTAFF | AZ | 86001 | N/A | PC | General & Unrestricted | $1,500 | ||||
| COLORADO SUN | |||||||||||
| 2101 ARAPAHOE ST | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $500 | ||||
| CONSERVATION COLORADO EDUCATION FUND | |||||||||||
| 303 E 17TH AVE STE 400 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $1,000 | ||||
| CULTIVANDO | |||||||||||
| PO BOX 644 | EASTLAKE | CO | 80614 | N/A | PC | General & Unrestricted | $1,500 | ||||
| EARTH RESTORATION ALLIANCE | |||||||||||
| 245 FOX RUN DR | CARBONDALE | CO | 81623 | N/A | PC | General & Unrestricted | $1,000 | ||||
| ECOFLIGHT | |||||||||||
| 307 ASPEN AIRPORT BUS CENTER STE | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $1,000 | ||||
| ENVIRONMENTAL HEALTH SCIENCES | |||||||||||
| 612 W BEALL ST STE C | BOZEMAN | MT | 59715 | N/A | PC | Environmental Health News | $1,000 | ||||
| FAIR ELECTIONS CENTER | |||||||||||
| 1825 K ST NW STE 701 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $30,000 | ||||
| GLOBAL IMPACT | |||||||||||
| 2300 N ST NW STE 501A | WASHINGTON | DC | 20037 | N/A | PC | Future US | $50,000 | ||||
| GOVERNMENT ACCOUNTABILITY PROJECT INC | |||||||||||
| 1612 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $50,000 | ||||
| GREENLATINOS | |||||||||||
| 1919 14TH ST STE 700 | BOULDER | CO | 80302 | N/A | PC | Colorado focused work | $1,000 | ||||
| GREENLIGHT AMERICA | |||||||||||
| 1753 HOBART ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $50,000 | ||||
| HACK FOUNDATION | |||||||||||
| 8605 SANTA MONICA BLVD PMB 86294 | W HOLLYWOOD | CA | 90069 | N/A | PC | Campus Climate Network | $40,000 | ||||
| HIGH COUNTRY CONSERVATION ADVOCATES | |||||||||||
| PO BOX 1066 | CRESTED BUTTE | CO | 81224 | N/A | PC | General & Unrestricted | $2,000 | ||||
| HIGH COUNTRY NEWS | |||||||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | General & Unrestricted | $2,000 | ||||
| HOME ENERGY EFFICIENCY TEAM INC | |||||||||||
| 50 MILK ST | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $1,500 | ||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||
| 3910 KESWICK RD N4327B | BALTIMORE | MD | 21211 | N/A | PC | Planetary Health Alliance | $200,000 | ||||
| KEEP OUR REPUBLIC CHARITABLE FUND | |||||||||||
| 120 WATERFRONT ST STE 420 | NATL HARBOR | MD | 20745 | N/A | PC | General & Unrestricted | $175,000 | ||||
| MAKE THE ROAD STATES INC | |||||||||||
| 301 GROVE ST | BROOKLYN | NY | 11237 | N/A | PC | Make the Road Nevada | $25,000 | ||||
| MARINE CONSERVATION BIOLOGY INSTITUTE | |||||||||||
| 1914 N 34TH ST STE 409 | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $80,000 | ||||
| MOTHERS OUT FRONT INC | |||||||||||
| PO BOX 55071 23689 | BOSTON | MA | 02205 | N/A | PC | General & Unrestricted | $250,000 | ||||
| NEW ERA COLORADO FOUNDATION | |||||||||||
| PO BOX 181153 | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $1,500 | ||||
| OIL & GAS ACTION NETWORK | |||||||||||
| 981 VILLAGE CIR | OAKLAND | CA | 94607 | N/A | PC | Climate Health Now | $50,000 | ||||
| ONEPA ACTIVIST UNITED | |||||||||||
| 533 S 52ND ST | PHILADELPHIA | PA | 19143 | N/A | PC | General & Unrestricted | $20,000 | ||||
| PAJARITO ENVIRONMENTAL EDUCATION CENTER | |||||||||||
| 2600 CANYON RD | LOS ALAMOS | NM | 87544 | N/A | PC | General & Unrestricted | $1,000 | ||||
| PEOPLE AND POLLINATORS ACTION NETWORK | |||||||||||
| PO BOX 355 | NIWOT | CO | 80544 | N/A | PC | General & Unrestricted | $3,000 | ||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 | ||||
| RAPPAHANNOCK LEAGUE FOR ENVIRONMENTAL PROTECTION I | |||||||||||
| PO BOX 94 | WASHINGTON | VA | 22747 | N/A | PC | General & Unrestricted | $2,000 | ||||
| RESOURCE CENTRAL | |||||||||||
| 6400 ARAPAHOE RD STE B | BOULDER | CO | 80303 | N/A | PC | General & Unrestricted | $1,000 | ||||
| ROYAL ROADS UNIVERSITY | |||||||||||
| N/A | PC | Cascade Institute | $75,000 | 2005 SOOKE RD | VICTORIA | CA | V9B 5Y2 | ||||
| SAVING NATURE INC | |||||||||||
| 1 BLAND SPRING PL | DURHAM | NC | 27713 | N/A | PC | General & Unrestricted | $40,000 | ||||
| SECURE FAMILIES FOUNDATION | |||||||||||
| 1301 K ST NW STE 300W | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $30,000 | ||||
| SOUTHWEST ENERGY EFFICIENCY PROJECT LLC | |||||||||||
| 2334 BROADWAY ST UNIT A STE A | BOULDER | CO | 80304 | N/A | PC | General & Unrestricted | $1,000 | ||||
| STANFORD UNIVERSITY | |||||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Conservation Center for Biology | $100,000 | ||||
| SUSTAINABLE MARKETS FOUNDATION | |||||||||||
| 40 W 37TH ST STE 1000 | NEW YORK | NY | 10018 | N/A | PC | Constitutional Democracy Initiative | $50,000 | ||||
| VIRGINIA ORGANIZING INC | |||||||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | Science Communications Network | $40,000 | ||||
| VOCES DE LA FRONTERA | |||||||||||
| 733 W MITCHELL ST | MILWAUKEE | WI | 53204 | N/A | PC | General & Unrestricted | $20,000 | ||||
| WAY TO RISE | |||||||||||
| 1825 K ST NW STE 315 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $5,000 | ||||
| WESTERN RESOURCE ADVOCATES | |||||||||||
| 2260 BASELINE RD STE 200 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $7,000 | ||||
| WILDAID INC | |||||||||||
| 220 MONTGOMERY ST STE 1200 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $1,000 | ||||
| WILDEARTH GUARDIANS | |||||||||||
| 301 N GUADALUPE ST STE 201 | SANTA FE | NM | 87501 | N/A | PC | General & Unrestricted | $50,000 | ||||
| WORKER POWER INSTITUTE | |||||||||||
| 1021 S 7TH AVE | PHOENIX | AZ | 85007 | N/A | PC | General & Unrestricted | $30,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,878,000 | 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 | $67,220 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,857 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,784,644 | 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 | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $119,073 |
| Federal Tax Refund | 01 | $15,540 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $311 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,249,645 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,249,645 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $721,100 | $940,943 |
| AIRBNB | $325,455 | $375,701 |
| ALIGN TECHNOLOGY, INC | $244,384 | $229,361 |
| ALPHABET INC CL A | $312,073 | $984,360 |
| AMAZON COM | $429,501 | $921,438 |
| AMERICAN TOWER REIT INC | $280,444 | $237,516 |
| APPLE INC | $243,583 | $1,198,259 |
| ASML HOLDING NV NY REG SHS | $543,208 | $570,405 |
| CANADIAN NATL RAILWAY CO | $285,281 | $348,179 |
| CHIPOTLE MEX GRILL | $118,163 | $268,335 |
| COPART INC | $298,927 | $305,946 |
| COSTCO WHOLESALE CORPORATION | $274,151 | $723,853 |
| DANAHER CORP | $490,907 | $832,807 |
| ELI LILLY & CO | $267,465 | $445,444 |
| FISERV, INC | $272,213 | $537,173 |
| HOME DEPOT INC | $139,448 | $237,284 |
| IDEXX CORP | $182,983 | $349,357 |
| INTUIT | $474,307 | $1,105,532 |
| INTUITIVE SURGICAL | $135,854 | $330,401 |
| LOWES COMPANIES INC | $199,223 | $214,716 |
| LULULEMON ATHLETICA INC | $218,676 | $253,155 |
| MASTERCARD INC | $463,298 | $1,000,483 |
| MICROSOFT CORP | $515,892 | $1,474,406 |
| MSCI INC | $232,712 | $275,405 |
| NETFLIX INC | $261,753 | $568,662 |
| NIKE INC-CL B | $260,341 | $253,116 |
| NVIDIA CORP | $181,712 | $1,017,784 |
| NXP SEMICONDUCTORS | $142,415 | $319,050 |
| PAYCOM SOFTWARE | $384,216 | $462,207 |
| REGENERON PHARMACEUTICALS INC | $219,539 | $170,959 |
| ROPER INDUSTRIES | $268,621 | $460,067 |
| S&P GLOBAL INC COM | $152,665 | $408,883 |
| SERVICE NOW | $449,265 | $914,884 |
| STRYKER CORPORATION | $313,574 | $621,086 |
| SYNOPSYS, INC | $700,640 | $657,663 |
| THE BLACKSTONE GROUP INC CL A | $228,264 | $408,291 |
| THE TRADE DESK INC | $287,169 | $734,798 |
| THERMO FISHER SCIENTIFIC INC | $215,063 | $444,797 |
| TRANSDIGM GRP INC | $100,264 | $100,115 |
| VEEVA SYSTEMS INC | $349,143 | $351,118 |
| VERTEX PHARMCTLS INC | $302,717 | $265,782 |
| VISA INC | $411,963 | $1,039,140 |
| WEX, INC | $313,741 | $307,687 |
| WISE PLC | $222,748 | $248,418 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,913,075 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,954,750 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONVERGENT DENTAL INC - 2062 | $200,001 | $200,003 |
| GENERATION IM GLOBAL EQUITY FU | $11,632,547 | $14,600,567 |
| KING STREET CAPITAL, LTD - 206 | $41,523 | |
| TAIGA BIOTECHNOLOGIES, INC - 2 | $200,002 | $200,002 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $58,613 | $58,613 | |
| Digital Subscriptions | $391 | $391 | |
| K-1 Exp GENERATION IM GLOBAL E | $103,911 | $103,911 | |
| CREDIT CARD LATE FEE | $15 | $15 | |
| Postage/Delivery Service | $309 | $309 | |
| Registered Agent Fee | $484 | $484 | |
| State or Local Filing Fees | $58 | $58 | |
| Website Hosting/Support | $282 | $282 | |
| BANK CHARGES | $175 | $175 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss GENERATION IM GLOBAL EQUITY FUND LLC | $119,073 | $119,073 |
| Class Action Lawsuit Proceeds | $311 | $311 |
| Federal Tax Refund | $15,540 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $230,469 | $230,469 | |
| Philanthropic Consulting Srvcs | $1,500 | $1,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $20,700 | |
| Foreign Tax Paid | $3,408 | $3,408 |