EARTHSENSE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EARTHSENSE FOUNDATION (EIN 84-1361004)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349107073
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:03:43-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131971216 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES AND SCHREIBER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUNTINGTON QUADRANGLE - SUITE | AddressLine1Txt |
| Address Line2 | 3N05 | AddressLine2Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 841361004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EARTHSENSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EART | BusinessNameControlTxt |
| Phone | 2124855400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 778 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANNON O'LEARY-JOY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124855400 | PhoneNum |
| Signature | 2025-11-17 | 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 | ALLISON GALLAGHER | PreparerPersonNm |
| PTIN | P01298380 | PTIN |
| Phone | 5163527700 | PhoneNum |
| Preparation | 2025-11-17 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,205,956 | 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 |
| Dividends Rev And Expnss | $55,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $635,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $799,054 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $635,796 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $346 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $346 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $691,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $691,306 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,043 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,531 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,140 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,231 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,231 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $8,747 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,747 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,445 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,231 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,747 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $387,949 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $387,949 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $479,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,231 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $211,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $651,635 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $178,575 | CashBOYAmt |
| Cash EOY | $129,842 | CashEOYAmt |
| Cash EOYFMV | $129,842 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,163 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $425,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $275,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $425,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $425,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,459,937 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,571,108 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,099,169 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $531,464 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $531,464 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $531,464 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,237 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,231 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $16,006 | LandEOYAmt |
| Land EOYFMV | $16,006 | LandEOYFMVAmt |
| Other Assets BOY | $4,111 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,111 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,111 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,459,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,677,895 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,205,956 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $24,298 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $31,492 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $24,298 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,492 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,434,952 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,646,403 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,434,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,646,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,459,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,677,895 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,434,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $211,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,646,403 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,646,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| THE CLIPPER FUND | P | $454 | $454 | $454 | |||
| THE CLIPPER FUND | P | $29,763 | $29,763 | $29,763 | |||
| THE CLIPPER FUND | P | $68,274 | $68,274 | $68,274 | |||
| NETFLIX INC | $1,099 | $312 | $312 | 2022-09-22 | 2024-01-24 | $787 | |
| NETFLIX INC | $8,794 | $4,727 | $4,727 | 2022-09-22 | 2024-01-24 | $4,067 | |
| NETFLIX INC | $6,046 | $3,400 | $3,400 | 2022-09-19 | 2024-01-24 | $2,646 | |
| NETFLIX INC | $16,668 | $9,692 | $9,692 | 2022-09-19 | 2024-01-26 | $6,976 | |
| BERKSHIRE HATHAWAY INC CL B | $54,248 | $48,580 | $48,580 | 2001-01-12 | 2024-04-05 | $5,668 | |
| MARTIN MARIETTA MATERIALS | $55,235 | $52,897 | $52,897 | 1997-04-01 | 2024-04-05 | $2,338 | |
| ALPHABET INC CL C | $13,865 | $6,072 | $6,072 | 2023-03-03 | 2024-05-01 | $7,793 | |
| ALPHABET INC CL C | $15,702 | $7,312 | $7,312 | 2022-12-20 | 2024-05-01 | $8,390 | |
| ALPHABET INC CL C | $9,714 | $4,614 | $4,614 | 2022-12-22 | 2024-05-02 | $5,100 | |
| ALPHABET INC CL C | $4,784 | $2,322 | $2,322 | 2022-12-22 | 2024-05-09 | $2,462 | |
| ALPHABET INC CL C | $4,245 | $2,135 | $2,135 | 2022-12-22 | 2024-05-17 | $2,110 | |
| MARTIN MARIETTA MATERIALS | $11,646 | $11,126 | $11,126 | 1997-04-01 | 2024-05-17 | $520 | |
| ALPHABET INC CL C | $11,321 | $5,605 | $5,605 | 2022-12-22 | 2024-05-30 | $5,716 | |
| JP MORGAN CHASE | $8,570 | $4,737 | $4,737 | 2020-03-12 | 2024-05-30 | $3,833 | |
| BERKSHIRE HATHAWAY INC CL B | $39,142 | $35,000 | $35,000 | 2001-01-12 | 2024-06-03 | $4,142 | |
| COMPAGNIE FINANCIERE RICHEMONT SA | $32,324 | $30,691 | $30,691 | 1998-12-03 | 2024-06-03 | $1,633 | |
| COMCAST CORP NEW CL A | $14,885 | $13,834 | $13,834 | 1997-04-01 | 2024-06-03 | $1,051 | |
| COMCAST CORP NEW CL A | $7,878 | $7,357 | $7,357 | 1997-04-29 | 2024-06-03 | $521 | |
| ALPHABET INC CL C | $2,258 | $1,115 | $1,115 | 2022-12-22 | 2024-06-03 | $1,143 | |
| ALPHABET INC CL C | $14,243 | $9,164 | $9,164 | 2019-09-19 | 2024-06-03 | $5,079 | |
| JP MORGAN CHASE | $7,453 | $4,155 | $4,155 | 2020-03-12 | 2024-06-03 | $3,298 | |
| MASTERCARD INC CL A | $6,651 | $6,354 | $6,354 | 2010-06-09 | 2024-06-03 | $297 | |
| MARTIN MARIETTA MATERIALS | $5,620 | $5,360 | $5,360 | 1997-04-01 | 2024-06-03 | $260 | |
| NETFLIX INC | $30,125 | $12,330 | $12,330 | 2023-05-26 | 2024-06-03 | $17,795 | |
| NETFLIX INC | $14,742 | $6,219 | $6,219 | 2023-05-18 | 2024-06-03 | $8,523 | |
| NETFLIX INC | $641 | $316 | $316 | 2023-04-21 | 2024-06-03 | $325 | |
| PHILIP MORRIS INTERNATIONAL INC | $5,210 | $4,000 | $4,000 | 1997-07-25 | 2024-06-03 | $1,210 | |
| PHILIP MORRIS INTERNATIONAL INC | $20,738 | $15,798 | $15,798 | 2001-01-03 | 2024-06-03 | $4,940 | |
| NETFLIX INC | $12,189 | $6,334 | $6,334 | 2023-04-21 | 2024-06-17 | $5,855 | |
| NETFLIX INC | $4,231 | $2,279 | $2,279 | 2023-04-21 | 2024-09-19 | $1,952 | |
| ASHTEAD GROUP PLC | $3,550 | $577 | $577 | 2023-05-18 | 2024-10-03 | $2,973 | |
| BERKSHIRE HATHAWAY INC CL B | $152,374 | $144,151 | $144,151 | 1997-04-01 | 2024-10-03 | $8,223 | |
| COMCAST CORP NEW CL A | $1,019 | $954 | $954 | 1997-04-29 | 2024-10-03 | $65 | |
| DOORDASH INC CL A | $7,243 | $1,270 | $1,270 | 2024-05-17 | 2024-10-03 | $5,973 | |
| JP MORGAN CHASE | $14,146 | $7,995 | $7,995 | 2020-03-12 | 2024-10-03 | $6,151 | |
| MASTERCARD INC CL A | $33,142 | $31,814 | $31,814 | 2010-06-09 | 2024-10-03 | $1,328 | |
| NETFLIX INC | $6,356 | $3,428 | $3,428 | 2023-04-21 | 2024-10-03 | $2,928 | |
| NESTLE SA SPONSORED ADR | $9,749 | -$233 | -$233 | 2024-05-02 | 2024-10-03 | $9,982 | |
| NESTLE SA SPONSORED ADR | $13,885 | $10,922 | $10,922 | 2001-05-02 | 2024-10-03 | $2,963 | |
| PHILIP MORRIS INTERNATIONAL INC | $3,540 | $2,828 | $2,828 | 1997-07-25 | 2024-10-03 | $712 | |
| NETFLIX INC | $15,292 | $9,762 | $9,762 | 2023-04-21 | 2024-11-21 | $5,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $635,796 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,491 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,795 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,927 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,722 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,664 | OverpaymentAmt |
| Applied To ES Tax | $8,664 | 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 | CO | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | CRM MANAGEMENT | IndividualWithBooksNm |
| Phone | 2124855400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 778 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | 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 | Yes (1) | 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 |
| 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANNON O'LEARY-JOY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CRM PO BOX 778 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE OTHRS LLC - INVESTMENT IN SUPPORT OF INCREASING PUBLIC AWARENESS AND EDUCATION ON THE ORIGINS AND TRAJECTORY OF THE CLIMATE CRISIS THROUGH A DOCUMENTARY FILM. | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | SEEKERS, INC. - INVESTMENT IN SUPPORT OF DOCUMNTARY SERIES EXPLORING TRAUMA, ITS EFFECTS ON MENTAL HEALTH, AND METHODS OF HEALING. | Description2Txt |
| Expenses2 | $150,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $200,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $450,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,113,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,236,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,236,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,173,014 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $208,651 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $208,651 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,058 | TotalTaxAmt |
| Distributable Before Adj | $199,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,593 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $396,696 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $450,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $846,696 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $586,867 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $886,023 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $994,313 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $711,115 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $388,467 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,566,785 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $846,696 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $199,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $647,103 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,213,888 | 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 | $586,867 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,627,021 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $886,023 | ExcessFromYear4Amt |
| Excess From Year3 | $994,313 | ExcessFromYear3Amt |
| Excess From Year2 | $711,115 | ExcessFromYear2Amt |
| Excess From Year1 | $388,467 | ExcessFromYear1Amt |
| Excess From Current Year | $647,103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MOONJELLY FOUNDATION | |||||||||||||
| 1800 JOHN F KENNEDY BLVD STE 300 | PMB 92051 | PHILADELPHIA | PA | 191037402 | PF | TO PROVIDE MARINE PROTECTION WORK | $10,000 | ||||||
| YELLOW DOT STUDIOS INC | |||||||||||||
| 11812 SAN VINCENTE BLVD 4TH FLOORS | LOS ANGELES | CA | 90049 | PF | WE CREATE ENTERTAINING, MEMORABLE, AND SCIENTIFICALLY ACCURATE DIGITAL MEDIA AND VIDEOS TO CHALLENGE THE DECADES OF DISINFORMATION PUSHED BY OIL COMPANIES AND AMPLIFIED BY LARGE SWATHS OF ELECTED LEADERS AND THE MEDIA. WE AIM TO MOTIVATE MORE PEOPLE TO PARTICIPATE IN THIS CONVERSATION, AND PUSH FOR THE URGENTLY NEEDED ACTION WE COULD BE TAKING. | $75,000 | |||||||
| ONLY ONE | |||||||||||||
| 395 HUDSON ST | NEW YORK | NY | 10014 | PF | WE'RE ON A MISSION TO RESTORE OCEAN HEALTH AND TACKLE THE CLIMATE CRISIS IN THIS GENERATION WITH YOU. | $42,000 | |||||||
| RE-EARTH INITATIVE | |||||||||||||
| 801A S WARNOCK ST | PHILADELPHIA | PA | 19147 | PF | SUPPORT OUR GRASSROOTS EFFORTS TO MAKE THE CLIMATE MOVEMENT MORE ACCESSIBLE AND INCLUSIVE. IT HELPS US ADVOCATE FOR POSITIVE CHANGE, EDUCATE COMMUNITIES ON SUSTAINABILITY, AND DRIVE ACTION AGAINST CLIMATE CHANGE. | $15,000 | |||||||
| MUSIC HEALS INTERNATIONAL | |||||||||||||
| PO BOX 2593 | MILL VALLEY | CA | 94942 | PF | TO BRING MUSIC AND MUSICIANS TO THE CHILDREN OF HAITI AND OTHER PARTS OF THE WORLD. DESIGNED TO TEACH AND INSPIRE CHILDREN, USING MUSIC AS A POWERFUL FORCE FOR EDUCATION, CREATIVITY, AND HEALING. | $16,000 | |||||||
| DENVER FILM SOCIETY | |||||||||||||
| 2516 E COLFAX AVE | DENVER | CO | 80206 | PF | DENVER FILM CREATES ENTERTAINING AND TRANSFORMATIVE EXPERIENCES FOR THE COLORADO COMMUNITY THROUGH THE POWER OF DIVERSE VOICES IN FILM. | $75,000 | |||||||
| MISSION BLUE | |||||||||||||
| 2776 ENTERPRISE RD SUITE 100 | ORANGE CITY | FL | 32763 | PF | WE INSPIRE ACTION TO EXPLORE AND PROTECT THE OCEAN. | $50,000 | |||||||
| THE REDFORD CENTER | |||||||||||||
| PO BOX 29144 | SAN FRANCISCO | CA | 94129 | PF | AS A NON-ENDOWED, NONPROFIT ORGANIZATION, DONATIONS OF EVERY SIZE MATTER AND SUPPORT PROJECTS THAT ARE BUILDING THE PERSONAL AND POLITICAL WILL NEEDED TO ACCELERATE ENVIRONMENTAL SOLUTIONS TODAY. | $10,000 | |||||||
| CAMBODIAN CHILDRENS FUND | |||||||||||||
| 2309 SANTA MONICA BLVD PMB 833 | SANTA MONICA | CA | 90404 | PF | CCF IS BREAKING THE CYCLES OF POVERTY AND ABUSE AND CREATING CHANGE IN CAMBODIA BY BUILDING THE CAPACITY OF THE MOST DISADVANTAGED AND VULNERABLE COMMUNITIES: THOSE WITH THE MOST POVERTY, THE GREATEST HEALTH AND SOCIAL PROBLEMS, AND THE LEAST ACCESS TO BASIC RESOURCES. | $25,000 | |||||||
| THE NEW YORK WOMENS FOUNDATION | |||||||||||||
| 39 BROADWAY 3300 | NEW YORK | NY | 10006 | PF | WE PUT THE POTENTIAL OF PHILANTHROPY IN THE HANDS OF COMMUNITY LEADERS. WE SUPPORT EARLY STAGE COMMUNITY-ROOTED ORGANIZATIONS WITH FUNDS, KNOWLEDGE AND ACCESS TO NOT JUST DECISION MAKERS BUT DECISION MAKING. FORGING FUNDING PARTNERSHIPS WITH DONORS WHO SHARE OUR VALUES AND GOALS, WE CREATE INNOVATIVE PHILANTHROPIC STRATEGIES FOR INSTITUTIONS AND INDIVIDUALS. | $2,500 | |||||||
| CLIMATE EMERGENCY FUND | |||||||||||||
| 8383 WILSHIRE BLVD STE 400 | BEVERLY HILLS | CA | 90211 | PF | PROVIDES FINANCIAL SUPPORT TO INDIVIDUAL ACTIVISTS AND ORGANIZATIONS WORKING TO EDUCATE THE PUBLIC ABOUT THE CLIMATE EMERGENCY AND PUSH FOR URGENT CLIMATE ACTION FROM POLICY MAKERS AND LEADERS. | $25,000 | |||||||
| SWEETWATER MUSIC HALL | |||||||||||||
| 19 CORTE MADERA AVE | MILL VALLEY | CA | 94941 | PF | DONATION INCREASES ACCESS TO MUSIC AND BUILDS EQUITY IN THE ARTS FOR YOUTH AND ADULTS ACROSS THE BAY AREA THROUGH EXPANDED CULTURAL PROGRAMMING. | $10,000 | |||||||
| STAND EARTH | |||||||||||||
| 548 MARKET STREET SUITE 74196 | SAN FRANCISCO | CA | 941045401 | PF | OUR STRATEGIC PLAN POSITIONS STAND.EARTH TO WIN, NO MATTER THE POLITICAL OR ECONOMIC CHALLENGES WE ENCOUNTER IN YEARS AHEAD. WE'LL FOCUS ON THREE KEY IPACT AREAS WHERE WE CAN DELIVER TRANSFORMATIVE CHANGE CHANGE AT THE SPEED AND SCALE REQUIRED; WE'LL BUILD STRENGTH AND RESILIENCT FOR THE ORGANIZATION AND THE BROADER ENVIORNMENTAL MOVEMENT; AND, WE'LL UPHOLD OUR COMMITMENT TO ADVANCE EQUITY AND JUSTICE IN ALL OF OUR ACTIONS TO ENSURE PEOPLE, CLIMATE, AND BIODIVERSITY CAN THRIVE. | $10,000 | |||||||
| WILD AFRICA | |||||||||||||
| PF | BY AMPLIFYING THE VOICES OF AFRICAN OPINION LEADERS FROM EVERY FIELD THROUGH A POWERFUL NETWORK OF MEDIA PARTNERS AND DIVERSE PROGRAMMING | $12,000 | OFFICE 21 NEIGHBOURGOOD WORKSPACE | CAPE QUARTER 27 SOMERSET RD DE WATE | CAPE TOWN | AFRICA | CT | 8001 | |||||
| WILDLIFE CONSERVATION SAN FRANSISCO | |||||||||||||
| PO BOX 234 | NEWARK | CA | 945600234 | PF | SAN FRANCISCO BAY WILDLIFE SOCIETY SEEKS TO NURTURE IN THE PUBLIC A SENSE OF UNDERSTANDING, APPRECIATION, AND STEWARDSHIP OF THE SAN FRANCISCO BAY NATIONAL WILDLIFE REFUGES, THEIR NATURAL AND CULTURAL HISTORY, AND TO CONSERVE, PRESERVE, AND RESTORE BAY LANDS AS ESSENTIAL WILDLIFE HABITAT. | $8,500 | |||||||
| FRIENDS OF THE RAINFOREST | |||||||||||||
| 1324 CLARCKSON CLAYTON CTR 312 | ST LOUIS | MO | 63011 | PF | WE PROVIDE ENVIRONMENTAL EDUCATION TO SCHOOLS IN THE ST. LOUIS AREA, CONSERVATION GRANTS TO ORGANIZATIONS WORKING DIRECTLY WITH THE RAINFOREST, AND ORGANIZE ECOTOURS TO BRING STUDENTS AND ADULTS TO THE RAINFOREST FOR ON-THE-GROUND STUDY AND EXPLORATION | $861 | |||||||
| REX FOUNDATION INC | |||||||||||||
| PO BOX 219 | SAN ANSELMO | CA | 94979 | PF | AIMS TO HELP SECURE A HEALTHY ENVIRONMENT, PROMOTE INDIVIDUALITY IN THE ARTS, PROVIDE SUPPORT TO CRITICAL AND NECESSARY SOCIAL SERVICES, ASSIST OTHERS LESS FORTUNATE THAN OURSELVES, PROTECT THE RIGHTS OF INDIGENOUS PEOPLE AND ENSURE THEIR CULTURAL SURVIVAL, BUILD A STRONGER COMMUNITY, AND EDUCATE CHILDREN AND ADULTS EVERYWHERE. | $1,088 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $387,949 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,164 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $635,796 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $691,306 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $691,306 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CRM MANAGEMENT | CategoryTxt |
| Amt | $13,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| OCEAN PRESERVATION SOCIETY - INVESTMENT IN SUPPORT OF DOCUMENTARIES SHOWCASING HUMAKINDS IMPACT ON THE ENVIRONMENT, AND TO INSPIRE ACTION AND MOTIVATE CHANGE. | $50,000 |
| IRISH BEAR LLC | $75,000 |
| POSSIBILITY IN AMERICA, LLC | $75,000 |
| LEUSER FILM, LLC | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUIPMENT | PropertyDesc |
| Acquired | 2024-06-30 | AcquiredDt |
| Cost Or Other Basis | $17,237 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $1,231 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,231 | AdjustedNetIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AFTERIMAGE PUBLIC MEDIA | |||||||||||
| 39 MESA STREET SUITE 206 | SAN FRANCISCO | CA | 94129 | 2022-02-01 | $150,000 | TO PRODUCE AND DISTRIBUTE EDUCATIONAL MEDIA THAT CREATIVELY ADDRESSES SOCIAL, POLITICAL, HISTORICAL AND CULTURAL SUBJECTS. RESEARCH ISSUES, DEVELOP PROJECTS, AND RAISE FUNDS TO PRODUCE DOCUMENTARY FILM AND TELEVISION PROJECTS AND COMMUNITY ENGAGEMENT PROGRAMS, INCLUDING EDUCATORS' CURRICULA AND WIDE-RANGING PUBLIC EVENTS DESIGNED TO RAISE AWARENESS ABOUT MATTERS IN THE PUBLIC INTEREST. | $150,000 | NONE | 03/22/24 | 2025-11-17 | CLAUSE 6 OF THE GRANT AGREEMENT INDICATES THAT PRODUCER SHALL SUBMIT, NO LATER THAN MARCH 31ST OF A YEAR (FOR THE PRECEDING FISCAL YEAR), UNTIL THE DEVELOPMENT FUNDING IS RECOUPED IN ACCORDANCE WITH PARAGRAPHS 2 AND 3 OF THE AGREEMENT, AS APPLICABLE, A FULL AND COMPLETE REPORT SIGNED BY AN APPROPRIATE OFFICER OF THE PRODUCER, AND SHALL INCLUDE (I) A FINANCIAL REPORT AS THE USE OF THE DEVELOPMENT FUNDING AS OF THE END OF THE APPLICABLE REPORTING PERIOD, (II) A NARRATIVE ACCOUNT OF WHAT HAS BEEN ACCOMPLISHED BY THE EXPENDITURE OF THE DEVELOPMENT FUNDING, (III) CERTIFICATION THAT THE ACTIVITIES FUNDED BY THE DEVELOPMENT FUNDING HAVE BEEN CONDUCTED IN CONFORMITY WITH THE TERMS OF THE GRANT AGREEMENT. |
| TOMATO THIEF PRODUCTIONS LLC | |||||||||||
| 2430 WEST SILVER LAKE DRIVE | LOS ANGELES | CA | 90039 | 2022-11-14 | $100,000 | RAISING AWARENESS ABOUT THE IMPACT OF CLIMATE CHANGE AND HABITAT LOSS ON WILDLIFE THROUGH A DOCUMENTARY FILM EXAMINING THE LIFE OF TOLSTOY, A 50-YEAR-OLD TUSKER ELEPHANT. THE FILM FOLLOWS TOLSTOY AS HE ATTEMPTS TO ADAPT TO HIS NEW LIFE AND ENVIRONMENT, WHICH IS RAPIDLY CHANGING AS HUMAN DEVELOPMENT CONTINUES TO SKYROCKET. THE FILM ALSO HIGHLIGHTS THE EFFORTS OF SEVERAL CONSERVATION GROUPS TRYING TO PRESERVE THE ELEPHANT'S HABITAT AND TEACH THE NEXT GENERATION OF CHILDREN TO CHERISH THE TUSKERS. | $100,000 | NONE | 11/14/24 | 2025-11-17 | THE GRANT AGREEMENT INDICATES THAT PRODUCER SHALL SUBMIT (FOR THE PRECEDING FISCAL YEAR), UNTIL THE DEVELOPMENT FUNDING IS RECOUPED IN ACCORDANCE WITH THE AGREEMENT, AS APPLICABLE, A FULL AND COMPLETE REPORT SIGNED BY AN APPROPRIATE OFFICER OF THE PRODUCER, AND SHALL INCLUDE (I) A FINANCIAL REPORT AS THE USE OF THE DEVELOPMENT FUNDING AS OF THE END OF THE APPLICABLE REPORTING PERIOD, (II) A NARRATIVE ACCOUNT OF WHAT HAS BEEN ACCOMPLISHED BY THE EXPENDITURE OF THE DEVELOPMENT FUNDING, (III) CERTIFICATION THAT THE ACTIVITIES FUNDED BY THE DEVELOPMENT FUNDING HAVE BEEN CONDUCTED IN CONFORMITY WITH THE TERMS OF THE GRANT AGREEMENT. |
| BREAKING CHAINS LLC | |||||||||||
| 8475 KIRKWOOD DR | LOS ANGELES | CA | 90046 | 2022-01-28 | $75,000 | TO FUND DOCUMENTARY FILM EXPLORING NARCISSISM IN MODERN DAY SOCIETY AND ITS IMPACTS. THE DOCUMENTARY AIMS TO INCREASE AWARENESS AND UNDERSTANDING OF NARCISSISM, HIGHLIGHT ITS CULTURAL AND SOCIAL PREVELANCE, AND EXAMINE THE EFFECTS IT HAS BOTH AT THE INDIVIDUAL AS WELL AS SOCIETAL LEVELS. | $75,000 | NONE | 11/15/24 | 2025-11-17 | THE GRANT AGREEMENT INDICATES THAT PRODUCER SHALL SUBMIT (FOR THE PRECEDING FISCAL YEAR), UNTIL THE DEVELOPMENT FUNDING IS RECOUPED IN ACCORDANCE WITH THE AGREEMENT, AS APPLICABLE, A FULL AND COMPLETE REPORT SIGNED BY AN APPROPRIATE OFFICER OF THE PRODUCER, AND SHALL INCLUDE (I) A FINANCIAL REPORT AS THE USE OF THE DEVELOPMENT FUNDING AS OF THE END OF THE APPLICABLE REPORTING PERIOD, (II) A NARRATIVE ACCOUNT OF WHAT HAS BEEN ACCOMPLISHED BY THE EXPENDITURE OF THE DEVELOPMENT FUNDING, (III) CERTIFICATION THAT THE ACTIVITIES FUNDED BY THE DEVELOPMENT FUNDING HAVE BEEN CONDUCTED IN CONFORMITY WITH THE TERMS OF THE GRANT AGREEMENT. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG FUNDS | $169,597 | $183,236 |
| CLIPPER FUND | $628,541 | $875,520 |
| GARDEN RUSSO & QUINN LLC | $772,970 | $3,040,413 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DRUG ADDICTION FILM PRODUCTION COSTS | AT COST | $100,000 | $100,000 |
| SEAHORSE ZPRODUCTIONS - OCEAN PRESERVATION FILM PRODUCTION COSTS | AT COST | $12,000 | $12,000 |
| BREAKING CHAINS LLC - NARCISSISM FILM PRODUCTION COSTS | AT COST | $69,464 | $69,464 |
| IMPACT PARTNERS FILM SERVICES LLC - CLIMATE CHANGE FILM PRODUCTION COSTS | AT COST | $150,000 | $150,000 |
| TOMATO THIEF PRODUCTIONS LLC - CLIMATE CHANGE FILM PRODUCTION COSTS | AT COST | $100,000 | $100,000 |
| THE OTHRS, LLC - CLIMATE CHANGE FILM PRODUCTION COSTS | AT COST | $100,000 | $100,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $17,237 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,231 | AccumulatedDepreciationAmt |
| Book Value | $16,006 | BookValueAmt |
| EOYFMV | $16,006 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILING ITEM - GR&Q | Desc |
| BOY Book Value | $4,111 | BOYBookValueAmt |
| EOY Book Value | $4,111 | EOYBookValueAmt |
| EOYFMV | $4,111 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATIONS | Desc |
| Revenue And Expenses Per Books | $13,445 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEE REIMBURSEMENT | Desc |
| Revenue And Expenses Per Books | $346 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $346 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GARDNER RUSSO & QUINN | $34,531 | $34,531 | $0 | $0 |
| JANE KACHMER MANAGEMENT | $5,000 | $0 | $0 | $0 |
| CHLOE JAREMA | $10,512 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $5,140 | Amt |
| Net Investment Income | $5,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |