TINY BEAM FUND INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TINY BEAM FUND INC (EIN 83-3062276)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-16
- IRS object ID
- 202502899349100405
- 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
- Expenditure Responsibility Stmt
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-16T03:48:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 833062276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TINY BEAM FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TINY | BusinessNameControlTxt |
| Phone | 6174392503 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GMA FOUNDATIONS 2 LIBERTY SQ 50 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARMEN LEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174392503 | PhoneNum |
| Signature | 2025-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL F RICH JR | PreparerPersonNm |
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | 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 | $12,326,292 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $400,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $397,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,217,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,625 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $411,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $408,521 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $75,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,143 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,192 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,695 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61,570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,268 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,536 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,536 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $474,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,270 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $341,759 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,249 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,146 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $11,019,560 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,954,091 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,319,146 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,032,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,961,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,326,292 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,032,809 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,961,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,032,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,961,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,032,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,961,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,032,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,270 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,969,539 | SubtotalAmt |
| Other Decreases | $8,302 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,961,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY - 076614 | 2024-01-02 | 2024-12-31 | $1,653,033 | $1,654,253 | -$1,220 | -$1,220 | |
| MORGAN STANLEY - 076614 | 2023-01-02 | 2024-12-31 | $2,559,919 | $2,550,647 | $9,272 | $9,272 | |
| MORGAN STANLEY - 072820 | 2024-01-02 | 2024-12-31 | -$5,465 | -$5,465 | |||
| MORGAN STANLEY - 072820 | 2023-01-02 | 2024-12-31 | $3,283 | $3,283 | |||
| CAPITAL GAINS DIVIDENDS | $4,755 | $4,755 | $4,755 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,625 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,701 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,701 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $2,943 | OverpaymentAmt |
| Applied To ES Tax | $2,943 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | TINYBEAMFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174392503 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SEAPORT BLVD 7TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| EDWIN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | TREASURER | 1.00 | $0 | $0 | $0 |
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | CLERK | 1.00 | $0 | $0 | $0 |
| CARMEN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWIN LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON LEE | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES CARTER | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | MA | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SINDY YEUNG | ||||||||
| C/O NUTTER MCCLENNEN FISH LLP | BOSTON | ME | 02210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST 42ND FL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $61,570 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,219,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,271,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,271,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,078 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,087,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $604,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $604,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,750 | TotalTaxAmt |
| Distributable Before Adj | $599,638 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $599,638 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $599,638 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,804 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,804 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $599,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,805 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $102,805 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $302,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $296,639 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARMEN LEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | CityRecipientForeignAddress/CityNm | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMBARISH KARAMCHEDU | ||||||||||||||
| FLAT 32 16 CHATSWORTH ROAD | LONDON | UK | NW24BN | NONE | I | 2024 BQI FELLOWSHIP | $20,000 | |||||||
| ANDREW BENNIE | ||||||||||||||
| 5 MACBETH AVENUE UNIT 76 | JOHANNESBURG | SF | NONE | I | BQI FELLOWSHIP | $15,000 | WITKOPPEN | |||||||
| ANIMAL POLICY INTERNATIONAL (PLAYERS PHILANTHROPY FUND HOLDING ACCOUNT) | ||||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $15,540 | 1122 KENILWORTH DR SUITE 201 | TOWSON | MD | 21204 | |||||||
| ANIMAL WELFARE LEAGUE GHANA | ||||||||||||||
| AK-769-6279 | KUMASI | GH | NONE | PC | FUELING ADVOCATES INITIATIVE | $11,600 | APEMSO | |||||||
| AQUATIC LIFE INSTITUTE | ||||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $16,000 | 541 N WAGNER AVENUE | MAMARONECK | NY | 10543 | |||||||
| ASOCIACION PARA EL RESCATE Y BIENESTAR | ||||||||||||||
| MARISCAL RAMON CASTILLA 695 | PE | 15048 | NONE | PC | FUELING ADVOCATES INITIATIVE | $9,300 | LIMA | |||||||
| BRIAN COOK | ||||||||||||||
| 7 ADDISON DRIVE | OXFORDSHIRE | UK | OX4 3UD | NONE | I | BQI FELLOWSHIP | $20,000 | OXFORD | ||||||
| BRIGHTER GREEN FBO GLOBAL FOREST COALITION | ||||||||||||||
| NONE | PC | FAI INITIATIVE | $6,940 | 249 SMITH STREET 128 | BROOKLYN | NY | 11231 | |||||||
| DIVYA NARAIN | ||||||||||||||
| 143 D BLOCK WESTERN ZONE RAILWAY | MUMBAI | IN | 400050 | NONE | I | 2024 BQI FELLOWSHIP | $20,000 | BANDRAWEST | OFFICERS COLONY CARTER ROAD | |||||
| FORUM NACIONAL DE PROTECAO E DEFESA ANIMAL | ||||||||||||||
| RUA TEODURETO SOUTO 814 | BR | 01530-000 | NONE | PC | FUELING ADVOCATES INITIATIVE | $6,600 | SAO PAULO | |||||||
| GLOBAL FEEDBACK | ||||||||||||||
| OFFICE 518 THE ARCHIVES UNIT 10 THE | LONDON | UK | N15 4BE | NONE | PC | FAI GRANT | $8,000 | HIGH CROSS CENTRE FOUNTAYNE ROAD | ||||||
| INSTITUTE FOR AGRICULTURE AND TRADE POLICY | ||||||||||||||
| NONE | PC | FUELING ADVOCATES INITIATIVE | $8,000 | 1700 2ND STREET NE SUITE 200 | MINNEAPOLIS | MN | 55413 | |||||||
| KAREN HUDLET VAZQUEZ | ||||||||||||||
| NONE | I | BQI FELLOWSHIP | $15,000 | 4112 RIDGELEY AVE NE | ALBURQUERQUE | NM | 871081143 | |||||||
| MARIANN MOLNAR | ||||||||||||||
| 1015 BUDAPEST | HU | 36 31 | NONE | I | BQI FELLOWSHIP | $40,000 | BATTHYANY UTCA | |||||||
| NEW YORK UNIVERSITY | ||||||||||||||
| NONE | UNIVERSITY | KINDLING INITIATIVE | $13,850 | DEPT OF ENVIRONMENTAL STUDIES 285 | NEW YORK | NY | 10003 | MERCER STREET | ||||||
| RAISA RAMOS DE PINA | ||||||||||||||
| FLAT 1 59 THE VALE | UK | W3 7RR | NONE | I | BQI FELLOWSHIP | $30,000 | LONDON | |||||||
| THE ROYAL VETERINARY COLLEGE | ||||||||||||||
| HAWKSHEAD LANE | HERTFORDSHIRE | UK | AL9 7TA | NONE | UNIVERSITY | KINDLING INITIATIVE | $74,706 | HATFIELD | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,536 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $400,885 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,625 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $411,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $411,516 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANIMAL WELFARE LEAGUE GHANA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AK-769-6279 | AddressLine1Txt |
| City | APEMSO | CityNm |
| Province Or State | KUMASI | ProvinceOrStateNm |
| Country | GH | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-12-01 | GrantDt |
| Grant | $17,500 | GrantAmt |
| Purpose Of Grant | FUELING ADVOCATES INITIATIVE RESEARCH PROJECT - ECONOMIC ANALYSIS OF POULTRY PRODUCTION SYSTEMS IN GHANA | PurposeOfGrantTxt |
| Expended By Grantee | $17,500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 8/31/2024 & 4/1/2025 | DatesOfReportsByGranteeTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED & CLOSED END FUNDS | $10,120,922 | $10,438,838 | $11,803,893 |
| STOCKS | $24,345 | ||
| MUTUAL FUNDS | $874,293 | $515,253 | $515,253 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENTS IN 2024 ATTRIBUTABLE TO 2023 RETURN OF CAPITAL | $4,063 |
| PRIOR PERIOD UNSETTLED TRADES - CASH ADJUSTMENT | $3,982 |
| CORRECTION TO PRIOR PERIOD NONDIVIDEND DISTRIBUTION | $257 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY FEES | $61,570 | $61,570 | $0 |
| 2023 MA FILING FEE | $125 | $0 | $125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (12 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL RESEARCH - NGO SOURCE | $0 | $0 | $0 |
| MEMBERSHIP FEE - COUNCIL ON FOUNDATIONS | $0 | $0 | $0 |
| MEMBERSHIP FEE - HUMANE AMERICA ANIMAL FOUNDATION | $2,500 | $0 | $2,500 |
| LEGAL ADVISE - HURWIT & ASSOCIATES | $6,281 | $0 | $6,281 |
| WEBSITE DESIGN | $2,388 | $0 | $2,388 |
| GRAPHIC DESIGN SERVICES | $0 | $0 | $0 |
| WEBSITE MAINTENENCE SERVICES | $1,500 | $0 | $1,500 |
| TPI - PHILANTHROPIC ADVISORY SERVICES | $0 | $0 | $0 |
| GMA FOUNDATIONS INC - MANAGEMENT & ADVISORY SERVICES | $47,268 | $0 | $47,268 |
| VIDEOGRAPHY SERVICE | $206 | $0 | $206 |
| BIOGRAPHY SERVICES | $10,500 | $0 | $10,500 |
| COMPASS SCIENCE COMMUNICATION - TRAINING | $4,500 | $0 | $4,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $0 | $5,192 | $0 |
| UNITED STATES TREASURY - 2023 ESTIMATE | $1,412 | $0 | $0 |
| UNITED STATES TREASURY - 2023 EXTENSION | $3,000 | $0 | $0 |
| UNITED STATES TREASURY - 2024 ESTIMATE | $3,000 | $0 | $0 |