THE THRESHOLD FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE THRESHOLD FOUNDATION (EIN 13-3028214)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349313858
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T11:47:47-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921472936 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADEPTUS ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 244 WEST 54TH STREET 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133028214 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THRESHOLD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THRE | BusinessNameControlTxt |
| Phone | 9142573598 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 MAIN STREET PMB 1508 | AddressLine1Txt |
| City | BREWSTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10509 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISAAC GRAVES | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Howard S Krant | PreparerPersonNm |
| PTIN | P00095649 | PTIN |
| Phone | 2127588050 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ISAAC GRAVES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 MAIN STREET PMB 1508 | AddressLine1Txt |
| City | BREWSTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10509 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,156,864 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THRESHOLDFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | The foundation fosters environmental sustainability and community empowerment through strategic grant-making and partnerships. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $5,488,973 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,984,172 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $240,561 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $214,747 | CYProgramServiceRevenueAmt |
| PY Investment Income | $206,596 | PYInvestmentIncomeAmt |
| CY Investment Income | $502,645 | CYInvestmentIncomeAmt |
| PY Other Revenue | $18,570 | PYOtherRevenueAmt |
| CY Other Revenue | $22,195 | CYOtherRevenueAmt |
| PY Total Revenue | $5,954,700 | PYTotalRevenueAmt |
| CY Total Revenue | $3,723,759 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,297,409 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,339,600 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $298,715 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $358,641 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $626,410 | PYOtherExpensesAmt |
| CY Other Expenses | $519,601 | CYOtherExpensesAmt |
| PY Total Expenses | $3,222,534 | PYTotalExpensesAmt |
| CY Total Expenses | $3,217,842 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,732,166 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $505,917 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,467,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,077,404 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $173,983 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $502,925 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,293,293 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,574,479 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The foundation's mission is to foster environmental sustainability and community empowerment through strategic grant-making and partnerships | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,870,305 | ExpenseAmt |
| Grant | $2,339,600 | GrantAmt |
| Revenue | $214,747 | RevenueAmt |
| Desc | The foundation fosters environmental sustainability and community empowerment through strategic grant-making and partnerships | Desc |
| Total Program Service Expenses | $2,870,305 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ORGANIZATION INK | PersonNm |
| Phone | 4135287940 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 972 | AddressLine1Txt |
| City | GREAT BARRINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01230 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| ISAAC GRAVES | |||||||
| COO | 40.00 | 0.00 | Yes (X) | $145,292 | $0 | $35,796 | |
| CAROLYN PINCUS | |||||||
| CIO | 40.00 | 0.00 | Yes (X) | $137,850 | $0 | $24,355 | |
| MARSELA PECANAC | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JOSH MAILMAN | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAURIE EMRICH | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| EMILY SCHWARTZ | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JIM GOLLIN | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JAMES FERRARI | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LEONARD SOBCZAK | |||||||
| President | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRAD COY | |||||||
| FORMR BOARD MBR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BARBARA MEYER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $283,142 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $60,151 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $355,921 | MembershipDuesAmt |
| All Other Contributions | $2,628,251 | AllOtherContributionsAmt |
| Noncash Contributions | $202,821 | NoncashContributionsAmt |
| Total Contributions | $2,984,172 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $214,747 | TotalRevenueColumnAmt |
| Exclusion | $214,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $214,747 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $208,954 | TotalRevenueColumnAmt |
| Exclusion | $208,954 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,726,796 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,433,105 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $293,691 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $293,691 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $293,691 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ERTC TAX REFUND | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $22,195 | TotalRevenueColumnAmt |
| Exclusion | $22,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $22,195 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,723,759 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $293,691 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $445,896 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,339,600 | TotalAmt |
| Program Services | $2,339,600 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,251 | TotalAmt |
| Program Services | $207,251 | ProgramServicesAmt |
| Management And General | $80,000 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,190 | TotalAmt |
| Program Services | $40,190 | ProgramServicesAmt |
| Management And General | $7,000 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,200 | TotalAmt |
| Program Services | $23,501 | ProgramServicesAmt |
| Management And General | $699 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,610 | TotalAmt |
| Management And General | $4,610 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,278 | TotalAmt |
| Management And General | $86,278 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,522 | TotalAmt |
| Management And General | $47,522 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,418 | TotalAmt |
| Management And General | $18,418 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,889 | TotalAmt |
| Program Services | $14,790 | ProgramServicesAmt |
| Management And General | $12,099 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381 | TotalAmt |
| Management And General | $381 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,676 | TotalAmt |
| Program Services | $102,672 | ProgramServicesAmt |
| Management And General | $84,004 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,653 | TotalAmt |
| Program Services | $2,653 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,904 | TotalAmt |
| Program Services | $2,148 | ProgramServicesAmt |
| Management And General | $1,756 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRIOR YEAR FUND | $137,500 | $137,500 | |
| TELEPHONE & UTILITIES | $2,800 | $2,800 | |
| PAYROLL PROCESSING FEES | $1,136 | $1,136 | |
| MISCELLANEOUS | $535 | $535 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299 | TotalAmt |
| Management And General | $299 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,217,842 | TotalAmt |
| Program Services | $2,870,305 | ProgramServicesAmt |
| Management And General | $347,537 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,167,717 | BOYAmt |
| EOY | $1,395,586 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,481 | BOYAmt |
| EOY | $223,839 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,266 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,653 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $10,613 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,950,484 | BOYAmt |
| EOY | $6,096,026 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,000 | BOYAmt |
| EOY | $330,000 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,594 | BOYAmt |
| EOY | $21,340 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,467,276 | BOYAmt |
| EOY | $8,077,404 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,361 | BOYAmt |
| EOY | $198 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $253,400 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,622 | BOYAmt |
| EOY | $249,327 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,983 | BOYAmt |
| EOY | $502,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,174,632 | BOYAmt |
| EOY | $1,100,641 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,118,661 | BOYAmt |
| EOY | $6,473,838 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,293,293 | BOYAmt |
| EOY | $7,574,479 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,467,276 | BOYAmt |
| EOY | $8,077,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $505,917 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$224,731 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,297,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,841,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,281,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,488,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,984,172 | CurrentTaxYearAmt |
| Total | $14,893,983 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,297,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,841,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,281,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,488,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,984,172 | CurrentTaxYearAmt |
| Total | $14,893,983 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,679,655 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,214,328 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,618 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $99,377 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $208,954 | CurrentTaxYearAmt |
| Total | $435,065 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,570 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,195 | CurrentTaxYearAmt |
| Total | $111,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,440,427 | TotalSupportAmt |
| Public Support CY170 | 0.85580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,217,842 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,217,842 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $310,892 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $77,723 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $265,905 | CurrentYearMinus3Amt |
| Current Year Minus2 | $287,117 | CurrentYearMinus2Amt |
| Current Year Minus1 | $311,127 | CurrentYearMinus1Amt |
| Current Year | $310,892 | CurrentYearAmt |
| Total | $1,175,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,762,562 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $66,476 | CurrentYearMinus3Amt |
| Current Year Minus2 | $71,779 | CurrentYearMinus2Amt |
| Current Year Minus1 | $77,782 | CurrentYearMinus1Amt |
| Current Year | $77,723 | CurrentYearAmt |
| Total | $293,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $440,640 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,697,048 | BeginningYearBalanceAmt |
| Contributions | $38,500 | ContributionsAmt |
| Investment Earnings Or Losses | $180,864 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $301,598 | OtherExpendituresAmt |
| End Year Balance | $5,614,814 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,797,360 | BeginningYearBalanceAmt |
| Contributions | $2,252,251 | ContributionsAmt |
| Investment Earnings Or Losses | $647,437 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,697,048 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,452,080 | BeginningYearBalanceAmt |
| Contributions | $6,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$649,151 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,069 | OtherExpendituresAmt |
| End Year Balance | $2,797,360 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,293,375 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $295,705 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $137,000 | OtherExpendituresAmt |
| End Year Balance | $3,452,080 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,111,308 | BeginningYearBalanceAmt |
| Contributions | $37,520 | ContributionsAmt |
| Investment Earnings Or Losses | $349,238 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $204,691 | OtherExpendituresAmt |
| End Year Balance | $3,293,375 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,653 | DepreciationAmt |
| Book Value | $10,613 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,613 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INSTITUTE FOR COMMUNITY ECON | $25,000 | F |
| NH COMMUNITY DEVELOPMENT | $25,000 | F |
| OPPORTUNITY FINANCE NETWORK | $100,000 | F |
| ROOT CAPITAL | $25,000 | F |
| SELF HELP ENTERPRISES | $45,000 | F |
| HOPE ENTERPRISE CORPORATION | $40,000 | F |
| HUMAN/ECONOMIC APPALACHIAN DEV | $40,000 | F |
| COMMON CAPITAL - MA | $30,000 | F |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED CONFERENCE REVENUE | $181,827 |
| DEFERRED MEMBERSHIP FEES | $67,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $249,327 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,451,506 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$224,731 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$224,731 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,676,237 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $47,522 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $47,522 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,723,759 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,170,320 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,170,320 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $47,522 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $47,522 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,217,842 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS A NON-PROFIT ORGANIZATION THAT IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, ALTHOUGH IT IS TAXED ON ANY BUSINESS INCOME THAT IS NOT SUBSTANTIALLY RELATED TO THE FOUNDATION'S EXEMPT PURPOSE. THE FOUNDATION DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2024.FEDERAL TAX LAW REQUIRES THAT THE FOUNDATION BE OEPRATED IN A MANNER CONSISTENT WITH ITS INITIAL EXEMPTION APPLICATION IN ORDER TO MAINTAIN EXEMPT STATUS. MANAGEMENT HAS ANALYZED ITS OPERATIONS AND CONCLUDED THAT THEY REMAIN IN COMPLIANCE WITH THE REQUIREMENTS FOR EXEMPTION.ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR ANY UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE.THE FOUNDATION'S MANAGEMENT HAS ANALYZED ITS TAX POSITIONS, AND HAS CONCLUDED THAT AS OF DECMBER 31, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (37 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR YOUTH ACTION | ||||||||
| 650 MASSACHUSETTS AVE | NW SUITE | DC | 20001 | 462914731 | C4 | $100,000 | $0 | GENERAL SUPPORT |
| ALLIANCE FOR YOUTH ORGANIZING | ||||||||
| 650 MASSACHUSETTS AVE | NW SUITE | DC | 20001 | 462465621 | $94,000 | $0 | GENERAL SUPPORT | |
| ATELIER FOR COMMUNITY | ||||||||
| 80 MAPLE TREE AVE UNIT 10 | STAMFORD | CT | 06906 | 844199053 | $122,000 | $0 | Project-Related Support | |
| CALHOUN COUNTY RESOURCE | ||||||||
| 600 RAMONA ROAD | SEADRIFT | TX | 77983 | 742585960 | $80,000 | $0 | Project-Related Support | |
| CLEAN UP THE RIVER | ||||||||
| 117 SOUTH 1ST STREET | MONTEVIDEO | MN | 56265 | 311693392 | $25,000 | $0 | GENERAL SUPPORT | |
| Council for Healthy Food Syst | ||||||||
| PO Box 809 | CAMERON | TX | 76520 | 451420591 | $25,000 | $0 | GENERAL SUPPORT | |
| EARTH ISLAND INSTITUTE | ||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | 942889684 | $30,000 | $0 | Project-Related Support | |
| Earth Law Center | ||||||||
| 530 Main Avenue | DURANGO | CO | 81301 | 320258388 | $45,000 | $0 | GENERAL SUPPORT | |
| Farm and Ranch Freedom Allian | ||||||||
| PO Box 809 | CAMERON | TX | 76520 | 571233874 | C4 | $25,000 | $0 | GENERAL SUPPORT |
| FRIENDS OF AMAL TIKVA | ||||||||
| 1500 CHESTNUT STREET RM 2079 | PHILADELPHIA | PA | 19102 | 874409585 | $50,000 | $0 | GENERAL SUPPORT | |
| GLOBAL JUSTICE ECOLOGY PROJEC | ||||||||
| 266 ELMWOOD AVENUE | BUFFALO | NY | 14222 | 810626946 | $71,000 | $0 | Project-Related Support | |
| GOVERNMENT ACCOUNTABILITY | ||||||||
| 1612 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | 521343924 | $25,100 | $0 | GENERAL SUPPORT | |
| GROUNDSWELL ACTION FUND | ||||||||
| 548 MARKET STREET 49734 | SAN FRANCISCO | CA | 94104 | 474003615 | C4 | $50,000 | $0 | GENERAL SUPPORT |
| GROUNDSWELL FUND | ||||||||
| 548 MARKET STREET 49734 | SAN FRANCISCO | CA | 94104 | 474003615 | $73,000 | $0 | GENERAL SUPPORT | |
| KONTAKT | ||||||||
| 241 EAST 76TH STREET | NEW YORK | NY | 10021 | 852120605 | $12,000 | $0 | GENERAL SUPPORT | |
| LIVING LANDS TRUST | ||||||||
| 317 CHURCH STREET | PHOENIXVILLE | PA | 19460 | 943372213 | $36,000 | $0 | GENERAL SUPPORT | |
| MIDDLE EAST PEACE DIALOG | ||||||||
| 18766 JOHN J WILLIAMS HWY 133 | PIKESVILLE | MD | 19971 | 223684183 | $35,000 | $0 | Project-Related Support | |
| Midwest Environmental Advocat | ||||||||
| 634 West Main Street | MADISON | WI | 53703 | 392006475 | $30,000 | $0 | GENERAL SUPPORT | |
| Mileston Cooperative Associat | ||||||||
| 9381 Hwy 49 | Tchula | MS | 39169 | 640472802 | $25,025 | $0 | Project-Related Support | |
| NEIGHBORHOOD HOUSE OF MILWAUK | ||||||||
| 2819 W Richardson Pl | MILWAKUKEE | WI | 53208 | 390806269 | $19,000 | $0 | GENERAL SUPPORT | |
| NEW ISRAEL FUND | ||||||||
| PO BOX 70358 SUITE 301 | PHILADELPHIA | PA | 19176 | 942067722 | $154,500 | $0 | Project-Related Support | |
| PARTNERSHIP POLICY INTEGRITY | ||||||||
| 54 ARNOLD ROAD | PELHAM | MA | 01002 | 271542291 | $50,000 | $0 | GENERAL SUPPORT | |
| PEACE APPEAL FOUNDATION | ||||||||
| PO BOX 4503 | CHARLOTESVILLE | VA | 22905 | 134165338 | $40,000 | $0 | Project-Related Support | |
| PEACEWORKS NETWORK FOUNDATION | ||||||||
| 3 TIMES SQUARE FLOOR 12 | NEW YORK | NY | 10113 | 300102398 | $85,000 | $0 | Project-Related Support | |
| PEF ISRAEL ENDOWMENT FUND | ||||||||
| 630 3RD AVENUE ROOM 1501 | NEW YORK | NY | 10017 | 136104086 | $116,000 | $0 | Project-Related Support | |
| REWILD | ||||||||
| 500N CAPITAL OF TEXAS HWY BD1 | AUSTIN | TX | 78746 | 262887967 | $30,000 | $0 | GENERAL SUPPORT | |
| ROCKEFELLER PHILANTHROPY ADV | ||||||||
| 120 BROADWAY SUITE 3475 | NEW YORK | NY | 10271 | 133615533 | $63,000 | $0 | Project-Related Support | |
| SAVE OUR SPRINGS ALLIANCE | ||||||||
| 3201 MENCHACA RD | AUSTIN | TX | 78704 | 742659159 | $29,000 | $0 | GENERAL SUPPORT | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER ST SUITE 1350 | OAKLAND | CA | 94612 | 946069890 | $22,000 | $0 | GENERAL SUPPORT | |
| TAXPAYERS FOR COMMON SENSE | ||||||||
| 651 PENNSYLVANIA AVENUE | WASHINGTON | DC | 20910 | 521941122 | $20,000 | $0 | GENERAL SUPPORT | |
| TEXAS PARKS AND WILDLIFE | ||||||||
| 6220 GASTON AVE 700 | DALLAS | TX | 75214 | 742602504 | $20,500 | $0 | Project-Related Support | |
| THE NORTH FUND | ||||||||
| 1828 L STREET NW SUITE 300-F | WASHINGTON | DC | 20036 | 834011547 | C4 | $72,000 | $0 | Project-Related Support |
| TIDES FOUNDATION | ||||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | 510198509 | $194,000 | $0 | Project-Related Support | |
| WAY TO RISE PHILANTHROPIC | ||||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | 883300694 | $194,000 | $0 | GENERAL SUPPORT | |
| WEAVING EARTH INC | ||||||||
| PO BOX 516 | GRATON | CA | 95444 | 831110798 | $22,500 | $0 | GENERAL SUPPORT | |
| WIMBERLEY VALLEY WATERSHED | ||||||||
| PO BOX 2534 | WIMBERLEY | TX | 78676 | 742879756 | $81,000 | $0 | GENERAL SUPPORT | |
| WOMEN FOOD AND AGRICULTURE | ||||||||
| 1333 BUCKEYE ROAD 1065 | AMES | IA | 50010 | 270897403 | $20,000 | $0 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| CAROLYN PINCUS | ||||
| CIO | $137,850 | $4,108 | $20,247 | $162,205 |
| ISAAC GRAVES | ||||
| COO | $145,292 | $35,796 | $181,088 | |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 81 | ContributionCnt |
| Noncash Contributions Rpt F990 | $202,821 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | THE FEDERAL FORM 990 IS REVIEWED BY THE BOARD PRESIDENT, TREASURER,AND FOUNDATION DIRECTOR AND PROVIDED TO THE FULL BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Section C, Line 19 | No documents available to the public. |
| FORM 990 PART VI SECTION B LINE 12C | All Fiduciaries at Threshold Foundation as well as all individuals involved in the grant-making process are required to sign a Conflict of Interest Policy, which includes detailed requirements on the Duty to Disclose and Recusal. The Board of Directors oversees the adoption, implementation, and compliance of the Conflict of Interest policy on an annual basis. |
| FORM 990 PART VI SECTION B LINE 15B | THE SALARIES OF THE COO and CIO, ISAAC GRAVES AND CAROLYN PINCUS, ARE BASED ON OBSERVING SALARY LEVEL OF OTHER SIMILAR ORGANIZATIONS. IN 2022, AS A BENCHMARK, THRESHOLD HIRED AN OUTSIDE CONSULTANT TO PERFORM THIS COMPENSATION SURVEY. FOR 2023 AND ALL SUBSEQUENT YEARS, ANY SALARY CHANGES ARE REEVALUATED, REVIEWED, AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990 PART XII LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
| FPRM 990 PART VI SECTION C LINE 19 | BEYOND THE DOCUMENTS THE FOUNDATION IS LEGALLY REQUIRED TO PROVIDE PER SECTION 6104, IT ADDITIONALLY MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO MEMBERS UPON REQUEST. |