PREVAIL FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PREVAIL FUND (EIN 87-2372523)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349101288
- 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
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T09:24:25-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | 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 | 872372523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PREVAIL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PREV | BusinessNameControlTxt |
| Phone | 2062768813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 610226 | AddressLine1Txt |
| City | NEWTON HIGHLANDS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HYLDEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2062768813 | PhoneNum |
| Signature | 2025-11-14 | 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 | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,224,603 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,667,049 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,668 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,668 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,655,497 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,640,179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,673,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,646,847 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $210,559 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $236,546 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $373,274 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $413,043 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $56,190 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $61,219 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,937 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,215 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $83,426 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $282,379 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $281,539 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $89,858 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $71,655 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109,280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $76,410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,238,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,244,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,830,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,580,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,068,520 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,824,053 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,605,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,646,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,633,199 | CashBOYAmt |
| Cash EOY | $8,323,602 | CashEOYAmt |
| Cash EOYFMV | $8,323,602 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,000,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,759,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,759,792 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,642,353 | AcctRcvblAmt |
| Acct Rcvbl BOY | $40,741 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,642,353 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,642,353 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $250,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $488,504 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $250,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $250,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $42,929 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $87,768 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $87,768 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $155,395 | OtherAssetsBOYAmt |
| Other Assets EOY | $161,088 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $161,088 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,361,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,224,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,224,603 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $42,437 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $58,944 | AccountsPayableEOYAmt |
| Grants Payable EOY | $1,250,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $22,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,669 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $64,437 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,322,613 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,066,578 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,665,517 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,230,215 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $6,236,473 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,296,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,901,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,361,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,224,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,296,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,605,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,901,990 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,901,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 41,400 SHARES OF SAMSARA, INC (IOT) | PropertyDesc |
| Gross Sales Price | $1,655,497 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,318 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,640,179 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,640,179 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,640,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,891 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,891 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,109 | OverpaymentAmt |
| Applied To ES Tax | $2,109 | 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 | DC | 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 | PREVAILFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2062768813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 610226 | AddressLine1Txt |
| City | NEWTON HIGHLANDS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02461 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW YOUN | ||||||||
| PO BOX 610226 | NEWTON HIGHLANDS | MA | 02461 | BOARD CHAIR | 5.00 | $40,550 | $97 | $0 |
| DAVID HYLDEN | ||||||||
| PO BOX 610226 | NEWTON HIGHLANDS | MA | 02461 | TREASURER | 11.00 | $62,934 | $1,341 | $804 |
| RORY FENTON | ||||||||
| PO BOX 610226 | NEWTON HIGHLANDS | MA | 02461 | SECRETARY (THRU 11/15/2024) | 11.00 | $32,834 | $980 | $81 |
| COLM O'FLYNN | ||||||||
| PO BOX 610226 | NEWTON HIGHLANDS | MA | 02461 | SECRETARY (FROM 11/15/2024) | 17.00 | $74,241 | $6,149 | $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 (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OUTLINE INDIA RESEARCH PRIVATE LTD | |||||||||||
| 4101 FIRST FLOOR DLF PHASE- IV DLF | GALLERIA RD | GURUGRAM | HARYANA | IN | 122002 | PROGRAM IMPACT ASSESSMENT | $120,776 | ||||
| WIPFLI LLP | |||||||||||
| ACCOUNTING SERVICES | $50,462 | 10000 INNOVATION DRIVE SUITE 250 | MILWAUKEE | WI | 53226 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE FINANCIAL RESOURCES AND EDUCATIONAL EXPERTISE TO STRENGTHEN LOCAL ORGANIZATIONS, HELPING THEM TO DELIVER STRONG LEARNING IMPACTS FOR CHILDREN AT SCALE. | Description1Txt |
| Expenses1 | $589,604 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,689,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,689,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,689,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,603,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $280,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $280,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,891 | TotalTaxAmt |
| Distributable Before Adj | $257,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $257,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $257,294 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,824,053 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,824,053 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $5,162,790 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,162,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,824,053 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,294 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,566,759 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,729,549 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,729,549 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,162,790 | ExcessFromYear1Amt |
| Excess From Current Year | $2,566,759 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTRAL SQUARE FOUNDATION | |||||||||||
| 12 AMRITA SHERGILL MARG | NEW DELHI | IN | 110003 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||
| CENTRAL SQUARE FOUNDATION | |||||||||||
| 12 AMRITA SHERGILL MARG | NEW DELHI | IN | 110003 | N/A | PC | SUPPORT WORK WITH THE STATE PROGRAMME MANAGEMENT UNIT (SPMU) TO IMPROVE FOUNDATIONAL LITERACY AND NUMERACY (FLN)OUTCOMES FOR CHILDREN. | $530,000 | ||||
| LUMINOS FUND | |||||||||||
| N/A | PC | SUPPORT IN IMPROVING FOUNDATIONAL LITERACY AND NUMERACY OUTCOMES FOR CHILDREN IN ETHIOPIA | $250,000 | 71 COMMERCIAL STREET SUITE 232 | BOSTON | MA | 02109 | ||||
| ROOM TO READ | |||||||||||
| N/A | PC | SCALE UP STRUCTURED PEDAGOGY PROGRAM IN INDIA | $750,000 | 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,580,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IMAGINE WORLDWIDE | |||||||
| 1080 EDGEWOOD AVE | MILL VALLEY | CA | 94941 | N/A | PC | TO IMPROVE THE ORGANIZATIONS CAPACITY TO DISTRIBUTE, INSTALL, AND MONITOR AFFORDABLE TABLETS FOR THE PURPOSES OF IMPROVING STUDENTS LITERACY FLUENCY. | $1,000,000 |
| ROOM TO READ | |||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | N/A | PC | SCALE UP STRUCTURED PEDAGOGY PROGRAM IN INDIA | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,668 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,668 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,668 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CLIFF FREY | |||||||||||
| 1 | 926 SHOTWELL STREET | SAN FRANCISCO | CA | 94110 | $1,655,543 | Yes (X) | |||||
| CANVA FOUNDATION | |||||||||||
| 2 | $7,000,010 | 110 KIPPAX ST | SURRY HILLS | AS | NSW, 2010 | Yes (X) | |||||
| PARTNERS FOR EQUITY | |||||||||||
| 3 | $11,496 | 126 WELLINGTON PARADE | EAST MELBOURNE | AS | VIC, 3006 | Yes (X) | |||||
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 41,400 SHARES OF SAMSARA INC (IOT) | NoncashPropertyDesc |
| Fair Market Value | $1,655,543 | FairMarketValueAmt |
| Received | 2024-08-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT & TAX PREPARATION FEES | $26,500 | $0 | $33,681 |
| ACCOUNTING SERVICES | $49,745 | $0 | $49,745 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $17,937 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,215 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID SALARY DEPOSITS | $155,395 | $158,979 | $158,979 |
| PREPAID EXCISE TAX | $2,109 | $2,109 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANKS FEES | $1,945 | $0 | $1,696 |
| OFFICE SUPPLIES | $5,831 | $0 | $11,915 |
| SOFTWARE & APPS | $7,423 | $0 | $8,196 |
| CO-WORKING | $1,633 | $0 | $1,633 |
| LEARNING & DEVELOPMENT | $1,451 | $0 | $1,451 |
| DUES AND SUBSCRIPTIONS | $7,482 | $0 | $9,905 |
| REGULATORY FEES | $3,838 | $0 | $3,838 |
| COMMUNICATIONS | $54,210 | $0 | $52,085 |
| EXCHANGE LOSS | $735 | $0 | $735 |
| INSURANCE | $2,839 | $0 | $2,963 |
| PAYROLL SERVICE FEE | $21,893 | $0 | -$18,007 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $22,000 | $0 |
| INTERCOMPANY LIABILITIES | $0 | $13,669 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM ADVISORY FEES | $86,914 | $0 | $73,822 |
| RECRUITMENT | $18,355 | $0 | $25,470 |
| FUNDRAISING ADVISORY | $42,116 | $0 | $51,116 |
| IMPACT STUDIES | $128,430 | $0 | $128,430 |
| IMMIGRATION CONSULTING | $6,564 | $0 | $2,701 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $22,798 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |