PRENTICE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PRENTICE FOUNDATION INC (EIN 06-1386173)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349103305
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:33:55-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061386173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Prentice Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PREN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN POWERS | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.14.9.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520173195000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,472,697 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,327 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,327 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $244,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $244,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $904,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,069,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,188,896 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $80,117 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $88,909 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,231,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,524,835 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $54,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,062 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,062 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $134,276 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $134,276 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $30,615 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,553 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,198 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,198 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175,393 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $126,203 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,021 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $425,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $270,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $133,781 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,540,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,540,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,965,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $270,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,673,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$733,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,254,803 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,321,648 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,416,068 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,416,068 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,497,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,002,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,964,593 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,546,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,214,517 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,092,036 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,365,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,632,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,472,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $26,365,778 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,632,595 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,365,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,632,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,365,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,632,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,365,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$733,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,632,595 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,632,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $4,669,419 | $3,920,489 | $748,930 | $748,930 | |||
| Passthrough K1 Capital Gain/(Loss) | $492,829 | ||||||
| F&C RESPONSIBLE EMERGING MKTS EQUITY FUND | $200,000 | $230,810 | -$30,810 | -$30,810 | P | 2011-12-31 | 2016-04-01 |
| FF&C RESPONSIBLE EMERGING MKTS EQUITY FUND | $100,000 | $113,471 | -$13,471 | -$13,471 | P | 2011-12-31 | 2016-06-01 |
| F&C RESPONSIBLE EMERGING MKTS EQUITY FUND | $100,000 | $108,582 | -$8,582 | -$8,582 | P | 2011-12-31 | 2016-07-05 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,188,896 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,108,356 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,007,230 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,386,613 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,864,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066458 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,226,823 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,866,134 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065028 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,312,343 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,813,200 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.078054 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,174,795 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,297,460 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067917 | DistributionYr5Rt |
| Total Distribution | 0.350141 | TotalDistributionRt |
| Average Distribution | 0.070028 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,859,566 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,880,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,548 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,893,470 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,673,781 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,096 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,096 | SubtotalAmt |
| Tax Based On Investment Income | $25,096 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,193 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $41,193 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $16,097 | OverpaymentAmt |
| Applied To ES Tax | $16,097 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jerry Babicka | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec / Treas | 1.0 | $0 | $0 | $0 |
| Lynn P Babicka | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| John Powers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 3.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANNA SIX | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 SILVERSIDE ROAD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $54,000 | CompensationAmt |
| Employee Benefits | $9,150 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY Mellon Bank | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 54TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgt | ServiceTypeTxt |
| Compensation | $134,276 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,514,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,521,167 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,233,388 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,268,595 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,268,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $409,029 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,859,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,342,978 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,342,978 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,096 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,096 | TotalTaxAmt |
| Distributable Before Adj | $1,317,882 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,317,882 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,317,882 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,673,781 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,673,781 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,673,781 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,317,882 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $322,708 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $473,953 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $308,653 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $384,609 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $728,262 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,218,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,673,781 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,317,882 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $355,899 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,574,084 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $322,708 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,251,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $473,953 | ExcessFromYear4Amt |
| Excess From Year3 | $308,653 | ExcessFromYear3Amt |
| Excess From Year2 | $384,609 | ExcessFromYear2Amt |
| Excess From Year1 | $728,262 | ExcessFromYear1Amt |
| Excess From Current Year | $355,899 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (230 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABUNDANCE FOUNDATION INC | |||||||
| 220 LORAX LN BOX 5 | PITTSBORO | NC | 27312 | N/A | PC | Pickard's Mountain EcoInstitute Initiative | $9,000 |
| ACCESS WOMENS HEALTH JUSTICE | |||||||
| PO BOX 3609 | OAKLAND | CA | 94609 | N/A | PC | abortion access and LARCs Program | $3,000 |
| ACCESS WOMENS HEALTH JUSTICE | |||||||
| PO BOX 3609 | OAKLAND | CA | 94609 | N/A | PC | Abortion Access Project | $1,000 |
| ALL-OPTIONS | |||||||
| PO BOX 28284 | OAKLAND | CA | 94604 | N/A | PC | Abortion Access Project | $5,000 |
| ALLIANCE FOR CLIMATE EDUCATION INC | |||||||
| 4696 BROADWAY STE 2 | BOULDER | CO | 80304 | N/A | PC | supporting work in North Carolina | $5,000 |
| ALLIANCE FOR SUSTAINABLE COLORADO | |||||||
| 1536 WYNKOOP ST STE 100 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $101,000 |
| ALZHEIMER-PARKINSON ASSOCIATION OF IRC INC | |||||||
| 2300 5TH AVE STE 150 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $1,000 |
| ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH | |||||||
| 34 WASHINGTON ST STE 200 | WELLESLEY HILLS | MA | 02481 | N/A | PC | Cure Alzheimers Fund | $10,000 |
| AMERICAN HUMANE ASSOCIATION | |||||||
| 1400 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 520 8TH AVE 7TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $2,000 |
| ANIMAL D R E A M S INC | |||||||
| PO BOX 1073 | PITTSFIELD | MA | 01202 | N/A | PC | General & Unrestricted | $2,000 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 170 E COTATI AVE | COTATI | CA | 94931 | N/A | PC | General & Unrestricted | $3,000 |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $2,500 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT STE 515 | BASALT | CO | 81621 | N/A | PC | Third Generation Fund | $80,000 |
| AUSTIN THEATRE ALLIANCE | |||||||
| PO BOX 1566 | AUSTIN | TX | 78767 | N/A | PC | General & Unrestricted | $10,000 |
| AUSTIN YOUTH & COMMUNITY FARM INC DBA URBAN ROOTS | |||||||
| 4900 GONZALES ST | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $10,000 |
| BERKSHIRE HUMANE SOCIETY INC | |||||||
| 214 BARKER RD | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $7,500 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $10,000 |
| BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI | |||||||
| 5201 BLUE LAGOON DR STE 925 | MIAMI | FL | 33135 | N/A | PC | Community Based Mentoring Programs and Outreach | $15,000 |
| BIG BROTHERS BIG SISTERS LONE STAR | |||||||
| 450E JOHN CARPENTER FRW | IRVING | TX | 75062 | N/A | PC | Jean Powers Bohart Scholarship Fund | $27,210 |
| BLUE MOUNTAIN CLINIC INC | |||||||
| 610 N CALIFORNIA ST | MISSOULA | MT | 59802 | N/A | PC | Abortion Access and LARCs Program | $5,000 |
| CATHOLICS FOR CHOICE | |||||||
| 1436 U ST NW STE 301 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $2,500 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER ST 22ND FL | NEW YORK | NY | 10038 | N/A | PC | Abortion Access Project | $10,000 |
| CENTER FOR WOMEN & THEIR WORK INC | |||||||
| 1710 LAVACA ST | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $5,000 |
| CHAPMAN PARTNERSHIP INC | |||||||
| 1550 N MIAMI AVE 2 FLR ADMIN | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $5,000 |
| CHICAGO ABORTION FUND | |||||||
| 333 W N AVE STE 267 | CHICAGO | IL | 60610 | N/A | PC | Abortion Access Project | $5,000 |
| CI FOUNDATION INC | |||||||
| 17301 SW 93RD AVE | PALMETTO BAY | FL | 33157 | N/A | PC | Eat Smart Program | $10,000 |
| CI FOUNDATION INC | |||||||
| 17301 SW 93RD AVE | PALMETTO BAY | FL | 33157 | N/A | PC | Recurring community initiatives | $5,000 |
| CLEAN WATER FOR NORTH CAROLINA INC | |||||||
| 29 1/2 PAGE AVE | ASHEVILLE | NC | 28801 | N/A | PC | General & Unrestricted | $5,000 |
| CLINIC FOR THE REHABILITATION OF WILDLIFE INC | |||||||
| PO BOX 150 | SANIBEL | FL | 33957 | N/A | PC | General & Unrestricted | $2,000 |
| CMC FOUNDATION OF CENTRAL TEXAS | |||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | N/A | PC | General & Unrestricted | $7,500 |
| COLORADO ALLIANCE FOR ENVIRONMENTAL EDUCATION | |||||||
| 1536 WYNKOOP ST STE 314 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $15,000 |
| COLORADO ASSOCIATION OF FUNDERS | |||||||
| PO BOX 48149 | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $650 |
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||
| 1493 106 RD | CARBONDALE | CO | 81623 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY FOOD CUPBOARD INC | |||||||
| PO BOX 864 | MANCHESTR CTR | VT | 05255 | N/A | PC | General & Unrestricted | $750 |
| CONFLUENCE PHILANTHROPY INC | |||||||
| 475 RIVERSIDE DR RM 900 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $3,000 |
| CONSERVATION TRUST FOR NORTH CAROLINA | |||||||
| PO BOX 33333 | RALEIGH | NC | 27636 | N/A | PC | General & Unrestricted | $3,000 |
| CONSTRUCT INC | |||||||
| 41 MAHAIWE ST | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $5,800 |
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | |||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | Climate and Energy Funders Group Program | $2,400 |
| CRADLES TO CRAYONS INC | |||||||
| 155 N BEACON ST | BRIGHTON | MA | 02135 | N/A | PC | General & Unrestricted | $7,500 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | The new wildlife campaign | $1,500 |
| DEMOCRACY NORTH CAROLINA | |||||||
| 1821 GREEN ST | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $5,000 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 93117 | N/A | PC | Louisiana flood relief Project | $5,000 |
| DISCRIMINATION FREE ZONE FOUNDATION INC | |||||||
| 333 LAS OLAS WAY 1606 | FORT LAUDERDALE | FL | 33301 | N/A | PC | School Program | $2,000 |
| DORSET THEATRE FESTIVAL | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $2,500 |
| DORSET VILLAGE PUBLIC LIBRARY ASSOCIATION INC | |||||||
| PO BOX 38 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $500 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | to work with SACE to promote solar and wind energy in Florida | $5,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | 2:1 Board Match to fight bee-killing chemicals | $5,000 |
| EAST CHAPEL HILL ROTARY CLUB FOUNDATION | |||||||
| 217 HUNTINGTON DR | CHAPEL HILL | NC | 27514 | N/A | PC | Teacher Supply Store Project | $1,600 |
| ECOAMERICA | |||||||
| 1730 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $3,000 |
| ECONOMIC OPPORTUNITIES COUNCIL OF INDIAN RIVER COU | |||||||
| 2455 SAINT LUCIE AVE | VERO BEACH | FL | 32960 | N/A | PC | Early Bird Program | $5,000 |
| EDUCATION FUND OF FAMILY PLANNING ADVOCATES OF NEW | |||||||
| 194 WASHINGTON AVE STE 620 | ALBANY | NY | 12210 | N/A | SO II | Concerned Clergy for Choice Program | $10,000 |
| EDUCATIONAL PROGRAMS FOR THE INTERNATIONAL COMMUNI | |||||||
| PO BOX 609 | AUSTIN | TX | 78767 | N/A | PC | General & Unrestricted | $8,000 |
| EMERGENCY MEDICAL ASSISTANCE INC | |||||||
| PO BOX 33552 | PALM BCH GDNS | FL | 33420 | N/A | PC | To provide abortion funding | $3,000 |
| EMERGENCY MEDICAL ASSISTANCE INC | |||||||
| PO BOX 33552 | PALM BCH GDNS | FL | 33420 | N/A | PC | Abortion Access Project | $3,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 301 CONGRESS AVE STE 1300 | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $5,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | N/A | PC | for alternative energy work Program | $5,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 4000 WESTCHASE BLVD STE 510 | RALEIGH | NC | 27607 | N/A | PC | work of the Southeast Office of Environmental Defense Fund | $10,000 |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | |||||||
| 475 RIVERSIDE DR STE 960 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $3,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $7,500 |
| EX STUDENT'S ASSOCIATION OF THE UNIVERSITY OF TEXA | |||||||
| PO BOX 7278 | AUSTIN | TX | 78713 | N/A | PC | General & Unrestricted | $7,000 |
| EXHALE AN AFTER-ABORTION COUNSELING TALKLINE | |||||||
| 1714 FRANKLIN ST STE 100 | OAKLAND | CA | 94612 | N/A | PC | the prochoice tour Program | $2,500 |
| FEEDING SOUTH FLORIDA INC | |||||||
| 2501 SW 32ND TERRRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | General & Unrestricted | $5,000 |
| FEMINIST WOMENS HEALTH CENTER INC | |||||||
| 1924 CLIFF VALLEY WAY NE | ATLANTA | GA | 30329 | N/A | PC | Abortion Access Project | $5,000 |
| FLATHEAD SPAY & NEUTER TASK FORCE INC | |||||||
| PO BOX 2095 | WHITEFISH | MT | 59937 | N/A | PC | General & Unrestricted | $2,700 |
| FLORIDA NOW EDUCATION FUND INCORPORATED | |||||||
| 14939 WARD RD | ORLANDO | FL | 32824 | N/A | PC | to preserve access to safe and legal abortions | $1,000 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | Giving Tuesday 3 to 1 match Program | $1,000 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | 1-1 Match Campaign | $1,000 |
| FRIENDS OF THE EARTH | |||||||
| 1100 15TH ST NW 11TH FL | WASHINGTON | DC | 20005 | N/A | PC | Climate and Energy Program | $2,500 |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMU | |||||||
| 1500 SAN REMO AVE STE 249 | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $1,000 |
| GIFFORD YOUTH ACHIEVEMENT CENTER INC | |||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | N/A | PC | General & Unrestricted | $2,500 |
| GIRLS MAKE BEATS INC | |||||||
| 6157 NW 167TH ST STE F4 | MIAMI LAKES | FL | 33015 | N/A | PC | Audio Engineering and Music Production Program | $5,000 |
| GIRLS ON THE RUN OF THE TRIANGLE INC | |||||||
| 1415 W NC HWY 54 | DURHAM | NC | 27707 | N/A | PC | General & Unrestricted | $1,000 |
| GLEN HIGHLAND FARM INC | |||||||
| 217 PEGG RD | MORRIS | NY | 13808 | N/A | PC | General & Unrestricted | $1,500 |
| GREEN CHIMNEYS CHILDRENS SERVICES INC | |||||||
| PO BOX 719 | BREWSTER | NY | 10509 | N/A | PC | General & Unrestricted | $5,000 |
| GREENPEACE FUND INC | |||||||
| 702 H ST NW STE 300 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $4,000 |
| GUTTMACHER INSTITUTE INC | |||||||
| 125 MAIDEN LN 7TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 |
| HEART OF THE VALLEY HUMANE SOCIETY INC | |||||||
| PO BOX 11390 | BOZEMAN | MT | 59719 | N/A | PC | General & Unrestricted | $5,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PC | General & Unrestricted | $5,000 |
| HILL CENTER INC | |||||||
| 3200 PICKETT RD | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $5,000 |
| HILL COUNTRY CONSERVANCY INC | |||||||
| PO BOX 163125 | AUSTIN | TX | 78716 | N/A | PC | General & Unrestricted | $3,000 |
| HUMANE FARMING ASSOCIATION | |||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | N/A | PC | General & Unrestricted | $5,000 |
| IF WHEN HOW | |||||||
| 1730 FRANKLIN ST | OAKLAND | CA | 94612 | N/A | PC | to protect access to contraception and abortion | $4,000 |
| INDIAN RIVER HOSPITAL FOUNDATION INC | |||||||
| 1000 36TH ST | VERO BEACH | FL | 32960 | N/A | SO I | General & Unrestricted | $7,500 |
| INDIAN RIVER LAND TRUST INC | |||||||
| 80 ROYAL PALM POINTE STE 301 | VERO BECH | FL | 32960 | N/A | PC | General & Unrestricted | $500 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $5,000 |
| IPAS | |||||||
| 300 MARKET ST STE 200 | CHAPEL HILL | NC | 27516 | N/A | PC | Abortion Access Project | $5,000 |
| JANES DUE PROCESS INC | |||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | N/A | PC | General & Unrestricted | $7,100 |
| JANES DUE PROCESS INC | |||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | N/A | PC | Abortion Access Project | $12,500 |
| JANES DUE PROCESS INC | |||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | N/A | PC | Abortion Access Project | $5,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE INC | |||||||
| 660 BEACHLAND BLVD 208 | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $5,000 |
| MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA INC | |||||||
| 4491 S STATE RD 7 STE 201 | DAVIE | FL | 33314 | N/A | PC | Adopt a Wish Program | $20,000 |
| MARGARET BYRD RAWSON INSTITUTE INC | |||||||
| 122 E PATRICK ST 106 | FREDERICK | MD | 21701 | N/A | PC | General & Unrestricted | $34,200 |
| MARK SKINNER LIBRARY | |||||||
| PO BOX 1105 | MANCHESTER CTR | VT | 05255 | N/A | PC | General & Unrestricted | $1,000 |
| MCCOMBS SCHOOL OF BUSINESS FOUNDATION | |||||||
| 2110 SPEEDWAY MAIL STOP B6006 | AUSTIN | TX | 78712 | N/A | SO I | McCombs Endowed Excellence Fund | $10,000 |
| MCKEE BOTANICAL GARDEN INC | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $1,000 |
| MEDICAL STUDENTS FOR CHOICE | |||||||
| PO BOX 40935 | PHILADELPHIA | PA | 19107 | N/A | PC | Abortion Access Project | $10,000 |
| MENTAL HEALTH AMERICA INC | |||||||
| 500 MONTGOMERY ST STE 820 | ALEXANDRIA | VA | 22314 | N/A | PC | Matching Gift | $500 |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER COUNTY I | |||||||
| 820 37TH PL | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $2,500 |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER COUNTY I | |||||||
| 820 37TH PL | VERO BEACH | FL | 32960 | N/A | PC | Charitable Event | $15,000 |
| MERCK FOREST & FARMLAND CENTER | |||||||
| PO BOX 86 | RUPERT | VT | 05768 | N/A | PC | General & Unrestricted | $500 |
| MERCY FOR ANIMALS | |||||||
| 8033 SUNSET BLVD STE 864 | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $2,000 |
| MIAMI ART MUSEUM OF DADE COUNTY ASSOCIATION INC DB | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | Brick x Brick Program | $10,000 |
| MIAMI BEACH POLICE ATHLETIC LEAGUE INC | |||||||
| 999 11TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | Mentoring Program | $2,000 |
| MIAMI CHILDRENS INITIATIVE INC | |||||||
| 2525 NW 62ND ST 4TH FL | MIAMI | FL | 33147 | N/A | PC | After School Program | $2,500 |
| MIAMI CHILDRENS MUSEUM INC | |||||||
| 980 MACARTHUR CSWY | MIAMI | FL | 33132 | N/A | PC | VIP Program | $5,000 |
| MIAMI MODEL CITIZENS FOUNDATION INC | |||||||
| 3613 MIDDLEBURG LN APT 103 | ROCKLEDGE | FL | 32955 | N/A | PC | Back To School Program | $4,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $500 |
| MOHAWK AND HUDSON RIVER HUMANE SOCIETY | |||||||
| 3 OAKLAND AVE | MENANDS | NY | 12204 | N/A | PC | General & Unrestricted | $4,000 |
| MONTANA FOOD BANK NETWORK INC | |||||||
| 5625 EXPY | MISSOULA | MT | 59808 | N/A | PC | General & Unrestricted | $5,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION INC | |||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $2,500 |
| MUSEUM OF SCIENCE INC | |||||||
| 1101 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PC | The Wildlife Center Program | $5,000 |
| MY FRIEND MAYVIS FOUNDATION INC | |||||||
| 5877 WASHINGTON BLVD UNIT 50122 | ARLINGTON | VA | 22205 | N/A | PC | General & Unrestricted | $10,000 |
| NARAL PRO CHOICE MARYLAND FUND INC | |||||||
| 8905 FAIRVIEW RD STE 401 | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $24,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 1156 15TH ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $8,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 1156 15TH ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | to keep abortion legal and accessible Program | $5,000 |
| NARAL PRO-CHOICE CONNECTICUT FOUNDATION INC | |||||||
| 1 MAIN ST STE T4 | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $12,500 |
| NATIONAL ABORTION FEDERATION | |||||||
| 1090 VERMONT AVE NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL EDUCATION FOR ASSISTANCE DOG SERVICES INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 170280 | BOSTON | MA | 02117 | N/A | PC | Mississippi Reproductive Freedom Fund - abortion access | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 170280 | BOSTON | MA | 02117 | N/A | PC | Abortion Access - George Stiller Memorial Abortion Fund | $10,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 473 | EAU CLAIRE | WI | 54702 | N/A | PC | Abortion Access Project | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 684949 | AUSTIN | TX | 78768 | N/A | PC | Abortion Access - Lilleth Fund | $3,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| 2112 ORIOLE AVE | MCALLEN | TX | 78504 | N/A | PC | Abortion Access - Frontera Fund | $3,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | |||||||
| PO BOX 7389 | RICHMOND | VA | 23221 | N/A | PC | Abortion Access Project | $3,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - CENTRAL FLORI | |||||||
| PO BOX 536522 | ORLANDO | FL | 32853 | N/A | PC | General & Unrestricted | $1,250 |
| NATIONAL NETWORK OF ABORTION FUNDS - CENTRAL FLORI | |||||||
| PO BOX 536522 | ORLANDO | FL | 32853 | N/A | PC | Abortion Access Project | $3,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - FUND TEXAS CH | |||||||
| 3903 S CONGRESS AVE UNIT 41823 | AUSTIN | TX | 78704 | N/A | PC | Abortion Access Project | $5,000 |
| NATIONAL NETWORK OF ABORTION FUNDS-- FREEDOM FUND | |||||||
| PO BOX 92 | MARSHFIELD | WI | 54449 | N/A | PC | Abortion Access Project | $5,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $1,000 |
| NATURAL CAPITALISM SOLUTIONS INC | |||||||
| 11823 N 75TH ST | LONGMONT | CO | 80503 | N/A | PC | Presidential Climate Action Project | $40,282 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | for endangered animal work Program | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | to ensure US adherence to the Climate Accord | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | to promote a sustainable energy plan for the United States | $5,000 |
| NEW JERSEY STATE FEDERATION OF WOMENS CLUBS - WOMA | |||||||
| PO BOX 262 | HAWORTH | NJ | 07641 | N/A | PC | Spring House Scholarship Fund | $500 |
| NORTH CAROLINA COASTAL FEDERATION INC | |||||||
| 3609 NC 24 | NEWPORT | NC | 28570 | N/A | PC | General & Unrestricted | $7,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION INC | |||||||
| 3737 GLENWOOD AVE STE 460 | RALEIGH | NC | 27612 | N/A | PC | NC Network of Grantmakers Fund | $3,000 |
| NORTH CAROLINA CONSERVATION NETWORK | |||||||
| 19 E MARTIN ST STE 300 | RALEIGH | NC | 27601 | N/A | PC | General & Unrestricted | $10,000 |
| NORTH CAROLINA SUSTAINABLE ENERGY ASSOCIATION | |||||||
| 4800 SIX FORKS RD STE 300 | RALEIGH | NC | 27609 | N/A | PC | General & Unrestricted | $3,000 |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | N/A | PC | General & Unrestricted | $5,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 1480 W LN AVE | COLUMBUS | OH | 43221 | N/A | PC | Ohio State - College of Biological Sciences Division | $5,000 |
| PATHFINDERS INC | |||||||
| 303 INTERNATIONAL CIR STE 110 | COCKEYSVILLE | MD | 21030 | N/A | PC | General & Unrestricted | $500 |
| PATHWAYS INC | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $1,500 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | |||||||
| 1101 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| PITTIELOVE RESCUE INC | |||||||
| PO BOX 3532 | FRAMINGHAM | MA | 01705 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | to keep abortion legal and accessible | $3,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | affiliate awards and general support for PPFA | $35,000 |
| PLANNED PARENTHOOD OF CENTRAL AND GREATER NORTHERN | |||||||
| 196 SPEEDWELL AVE | MORRISTOWN | NJ | 07960 | N/A | PC | Abortion Access Project | $5,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 GREENVILLE AVE STE 206 | DALLAS | TX | 75231 | N/A | PC | General & Unrestricted | $7,500 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 GREENVILLE AVE STE 206 | DALLAS | TX | 75231 | N/A | PC | Abortion Access Project | $5,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DR STE 110 | COLCHESTER | VT | 05446 | N/A | PC | Laura Fund | $5,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DR STE 110 | COLCHESTER | VT | 05446 | N/A | PC | Laura Fund | $1,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 784 HERCULES DR STE 110 | COLCHESTER | VT | 05446 | N/A | PC | Laura Fund - Abortion Access Project | $5,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | for access to abortion and LARCs only Program | $3,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Abortion Access Project | $5,000 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BCH | FL | 33409 | N/A | PC | Contraception and abortion services Project | $15,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW JERSEY INC | |||||||
| 317 S BROADWAY | CAMDEN | NJ | 08103 | N/A | PC | to help fund LARC for birth control and subsidize abortion services | $10,000 |
| PLANNED PARENTHOOD OF THE HEARTLAND INC | |||||||
| PO BOX 4557 | DES MOINES | IA | 50305 | N/A | PC | Abortion Access Project | $3,000 |
| PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY | |||||||
| 2333 LAKE AVE 2ND FL - MAILBOX J | ALTADENA | CA | 91001 | N/A | PC | Abortion Access Project | $5,000 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 100 S BOYLAN AVE | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $17,500 |
| POPULATION CONNECTION | |||||||
| 2120 L ST NW STE 500 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $6,500 |
| POPULATION MEDIA CENTER INC | |||||||
| 30 KIMBALL AVE | SOUTH BURLINGTON | VT | 05403 | N/A | PC | Increase awareness and action to decrease population growth and our impact on the environment in the United States | $5,000 |
| PRO-CHOICE MASSACHUSETTS FOUNDATION INC | |||||||
| 15 COURT SQ STE 900 | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $24,000 |
| PROJECT READY FOR SCHOOL INC | |||||||
| 3645 BATTERSEA RD | MIAMI | FL | 33133 | N/A | PC | General & Unrestricted | $2,600 |
| PROTEUS FUND INC | |||||||
| 15 RESEARCH DR STE B | AMHERST | MA | 01002 | N/A | PC | Third Wave Fund | $2,734 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 W 38 ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $2,000 |
| REPRODUCTIVE HEALTH ACCESS PROJECT INC | |||||||
| PO BOX 21191 | NEW YORK | NY | 10025 | N/A | PC | Abortion Training and Abortion Services | $10,000 |
| RIVERSIDE THEATRE INC | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $5,000 |
| ROCK THE VOTE | |||||||
| 1001 CONNECTICUT AVE NW STE 640 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $20,000 |
| ROCKY MOUNTAIN INSTITUTE | |||||||
| 1820 FOLSOM ST | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $5,000 |
| ROCKY MOUNTAIN PLANNED PARENTHOOD INC | |||||||
| 7155 E 38TH AVE | DENVER | CO | 80207 | N/A | PC | Abortion Access Project | $5,000 |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 7 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | N/A | PC | The Answers Program | $1,000 |
| SECU FAMILY HOUSE AT UNC HOSPITALS | |||||||
| 123 OLD MASON FARM RD | CHAPEL HILL | NC | 27517 | N/A | PC | General & Unrestricted | $2,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $2,500 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | to promote a sustainable energy plan for the United States | $5,000 |
| SIGMA PHI EPSILON EDUCATION FOUNDATION OF TEXAS AL | |||||||
| 1610 BRUTON SPRINGS RD | AUSTIN | TX | 78733 | N/A | PC | Skull and Cross Bones Education Fund and Sacha Patton Education Fund | $2,000 |
| SISTER SONG INC | |||||||
| 1237 RALPH D ABERNATHY BLVD SW | ATLANTA | GA | 30310 | N/A | PC | to protect access for all to contraception and abortion | $1,000 |
| SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS O | |||||||
| 590 N STATE RD | BRIARCLIFF | NY | 10510 | N/A | GOV | General & Unrestricted | $10,000 |
| SOUL DOG RESCUE | |||||||
| PO BOX 270534 | ST LOUIS | MO | 63126 | N/A | PC | General & Unrestricted | $5,000 |
| SOUTHERN COALITION FOR SOCIALJUSTICE | |||||||
| 1415 W HWY 54 STE 101 | DURHAM | NC | 27707 | N/A | PC | Youth Justice Project | $3,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 W MAIN ST STE 14 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | General & Unrestricted | $5,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $1,000 |
| ST STEPHENS EPISCOPAL SCHOOL | |||||||
| 6500 ST STE STEPHENS DR | AUSTIN | TX | 78746 | N/A | PC | General & Unrestricted | $5,500 |
| ST STEPHEN REFORMED EPISCOPAL CHURCH | |||||||
| PO BOX 1288 | SYKESVILLE | MD | 21784 | N/A | PC | General & Unrestricted | $34,800 |
| SUSTAINABLE FOOD CENTER INC | |||||||
| 2921 E 17TH ST BLDG C | AUSTIN | TX | 78702 | N/A | PC | General & Unrestricted | $6,000 |
| THE CHAPEL HILL-CARRBORO CHILDRENS MUSEUM | |||||||
| 201 S ESTES DR | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $2,000 |
| THE CONSERVANCY OF SOUTHWEST FLORIDA INC | |||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | N/A | PC | to ban Fracking from Florida Program | $2,500 |
| THE CONSERVATION FUND | |||||||
| 410 MARKET ST STE 360 | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $2,000 |
| THE ELIZABETH HOSPICE INC | |||||||
| 500 LA TERRAZA BLVD STE 130 | ESCONDIDO | CA | 92025 | N/A | PC | General & Unrestricted | $5,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| 97 HATFIELD RD | HATFIELD | MA | 01038 | N/A | PC | General & Unrestricted | $9,900 |
| THE LEARNING ALLIANCE INC | |||||||
| PO BOX 643446 | VERO BEACH | FL | 32964 | N/A | PC | General & Unrestricted | $600 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | General & Unrestricted | $7,500 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | Holiday toy drive and distribution Program | $10,000 |
| THE LITTLE LIGHTHOUSE FOUNDATION INC | |||||||
| 100 BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | N/A | PC | Learn and Earn Program | $20,000 |
| THE MIAMI FOUNDATION - THE IRIE FOUNDATION | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | Cultural Passport Program | $10,000 |
| THE MIAMI FOUNDATION - THE IRIE FOUNDATION | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | N/A | PC | Cultural Passport Program | $3,000 |
| THE NATURE CONSERVANCY - VERMONT CHAPTER | |||||||
| 575 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | N/A | PC | Vermont chapter's climate and energy program | $2,000 |
| THIRTY PERCENT COALITION | |||||||
| 1231 HIGHLAND AVE | FT WASHINGTON | PA | 19034 | N/A | PC | General & Unrestricted | $15,000 |
| THOMAS COLE HISTORIC HOUSE | |||||||
| 218 SPRING ST | CATSKILL | NY | 12414 | N/A | PC | General & Unrestricted | $2,734 |
| TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | Tides Center - Chapel Hill-Carrboro Youth Forward Program | $5,000 |
| TRIANGLE COMMUNITY FOUNDATION | |||||||
| 324 BLACKWELL ST STE 1220 | DURHAM | NC | 27701 | N/A | PC | The Tomorrow Fund | $1,000 |
| TRUST WOMEN FOUNDATION INC | |||||||
| 5107 E KELLOGG DR | WICHITA | KS | 67218 | N/A | PC | Abortion Access Project | $10,000 |
| TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA | |||||||
| 1536 HEWITT AVE | SAINT PAUL | MN | 55104 | N/A | PC | Center for Global Environmental Education, Spring Valley Project | $4,725 |
| TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA | |||||||
| 1536 HEWITT AVE | SAINT PAUL | MN | 55104 | N/A | PC | Center for Global Environmental Education, Spring Valley Project | $4,725 |
| TRUSTEES OF THE HAMLINE UNIVERSITY OF MINNESOTA | |||||||
| 1536 HEWITT AVE | SAINT PAUL | MN | 55104 | N/A | PC | Center for Global Environmental Education, Spring Valley Project | $9,450 |
| UMLAUF SCULPTURE GARDEN & MUSEUM | |||||||
| 605 ROBERT E LEE RD | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $10,000 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ STE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $7,500 |
| UNION OF CONCERNED SCIENTISTS INC | |||||||
| 2 BRATTLE SQ STE 6 | CAMBRIDGE | MA | 02138 | N/A | PC | fuel efficiency and global warming emissions standards Program | $15,000 |
| UNITED CHURCH OF DORSET AND EAST RUPERT | |||||||
| PO BOX 263 | DORSET | VT | 05251 | N/A | PC | Community Sharing Project | $1,000 |
| UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND | |||||||
| 134 E FRANKLIN ST | CHAPEL HILL | NC | 27514 | N/A | PC | Playmakers Repertory Company Education and Outreach Endowment Program | $8,000 |
| VERMONT ETV INC DBA VERMONT PUBLIC TELEVISION | |||||||
| 204 ETHAN ALLEN AVE | COLCHESTER | VT | 05446 | N/A | PC | General & Unrestricted | $1,000 |
| VERMONT YOUTH CONSERVATION CORPS INC | |||||||
| 1949 E MAIN ST | RICHMOND | VT | 05477 | N/A | PC | For work in Dorset VT Program | $1,000 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $500 |
| VNA & HOSPICE OF THE SOUTHWEST REGION INC | |||||||
| PO BOX 787 | RUTLAND | VT | 05702 | N/A | PC | General & Unrestricted | $500 |
| VNA HOSPICE OF INDIAN RIVER COUNTY INC | |||||||
| 1110 35TH LN | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $2,690 |
| WALDORF SCHOOL OF BALTIMORE | |||||||
| 4801 TAMARIND RD | BALTIMORE | MD | 21209 | N/A | PC | School counselor Project | $31,600 |
| WHET FOUNDATION INC | |||||||
| PO BOX 398868 | MIAMI BEACH | FL | 33239 | N/A | PC | Community Captains Program | $15,000 |
| WMHT EDUCATIONAL TELECOMMUNICATIONS INC | |||||||
| 4 GLOBAL VIEW | TROY | NY | 12180 | N/A | PC | General & Unrestricted | $1,000 |
| WOMEN HAVE OPTIONS INC | |||||||
| PO BOX 1611 | COLUMBUS | OH | 43216 | N/A | PC | abortion access and reproductive health services Program | $2,000 |
| WOMENS EMERGENCY NETWORK INC | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | Abortion Access Project | $1,000 |
| WOMENS EMERGENCY NETWORK INC | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | Abortion Access Project | $3,000 |
| WOMENS FUND OF MIAMI-DADE INC | |||||||
| 7412 SUNSET DR | MIAMI | FL | 33143 | N/A | PC | Reproductive Rights Program | $12,500 |
| WOMENS HEALTH PROJECT INC | |||||||
| 227 N DUBUQUE ST | IOWA CITY | IA | 52245 | N/A | PC | Abortion Access Project | $2,000 |
| WOMENS MEDICAL FUND INC | |||||||
| PO BOX 248 | MADISON | WI | 53701 | N/A | PC | Abortion Access Project | $3,000 |
| WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA | |||||||
| 2934 1/2 BEVERLY GLEN CIR 169 | LOS ANGELES | CA | 90077 | N/A | PC | Abortion Access Project | $2,000 |
| WORKING FILMS INC | |||||||
| 624 1/2 S 7TH ST | WILMINGTON | NC | 28401 | N/A | PC | Across the Line Project | $10,000 |
| WWW PILOTSNPAWS ORG INCORPORATED | |||||||
| 4651 HOWE RD | LANDRUM | SC | 29356 | N/A | PC | General & Unrestricted | $1,000 |
| WXEL PUBLIC BROADCASTING CORPORATION | |||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | N/A | PC | General & Unrestricted | $1,000 |
| ZACHARY AND ELIZABETH M FISHER CENTER FOR ALZHEIME | |||||||
| 110 E 42ND ST 16TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,540,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,327 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $244,703 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $904,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$8,802 | 14 | $87,490 |
| RESTITUTION PROCEEDS | 01 | $10 | ||
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $1,419 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$8,802 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,240,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,231,861 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEE | CategoryTxt |
| Amt | $11,500 | Amt |
| Disbursements Charitable Prps | $11,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (243 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $65,835 | $105,768 |
| ACI WORLDWIDE INC | $38,897 | $37,770 |
| ACTIVISION BLIZZARD INC | $110,502 | $95,042 |
| AEGON N V ORD AMER REG | $119,334 | $101,614 |
| AETNA INC | $96,973 | $100,696 |
| AIR METHODS CORPORATION | $34,647 | $28,824 |
| ALLERGAN PLC | $134,075 | $102,485 |
| ALPHABET INC CL A | $97,791 | $149,773 |
| ALPHABET INC CL C | $170,440 | $294,062 |
| AMAZON COM | $96,465 | $218,961 |
| AMDOCS LIMITED | $12,888 | $13,106 |
| AMER FIN GRP HLD | $9,088 | $11,015 |
| AMERICA MOVIL SA | $59,807 | $42,122 |
| AMERICAN STATES WATER CO | $16,053 | $19,363 |
| AMERIPRISE FINANCIAL INC | $110,513 | $127,470 |
| ANTHEM INC | $39,413 | $58,802 |
| AON PLC | $38,278 | $46,843 |
| APPLE INC | $226,591 | $292,329 |
| APPLIED IDNS TECH | $9,073 | $12,474 |
| APTAR GROUP INC | $112,123 | $122,000 |
| ARTISAN PARTNERS ASSET MANAGEM | $9,070 | $4,998 |
| ASPEN TECHNOLOGY, INC | $8,272 | $12,303 |
| AVERY DENNISON CORP | $4,485 | $5,267 |
| BANK OF HAWAII CORP | $8,217 | $14,190 |
| BARCLAYS PLC ADR | $80,045 | $67,331 |
| BERKLEY W R CP | $7,009 | $8,314 |
| BERKSHIRE HATHAWAY INC. CLASS | $215,268 | $283,747 |
| BEST BUY INC | $21,293 | $31,789 |
| BGC PARTNERS INC | $51,399 | $61,851 |
| BIG LOTS INC | $10,973 | $12,553 |
| BOINGO WIRELESS, INC | $6,377 | $10,325 |
| BRINKER INTL INC | $6,938 | $7,430 |
| BRISTOL-MYERS SQUIBB CO | $100,722 | $105,367 |
| BROWN & BROWN INC | $8,415 | $11,664 |
| BURBERRY GROUP PLC | $35,812 | $43,500 |
| C H ROBINSON WORLDWIDE INC | $10,035 | $10,989 |
| C T S CP | $35,390 | $41,440 |
| CALGON CARBON CP | $10,676 | $10,200 |
| CANADIAN NATL RAILWAY CO | $107,745 | $119,163 |
| CANON INC | $43,401 | $38,833 |
| CARDINAL FINANCIAL CORPORATION | $28,080 | $46,463 |
| CARMAX INC | $160,885 | $224,269 |
| CARREFOUR S.A | $94,154 | $79,381 |
| CATO CORP CL A | $8,524 | $6,768 |
| CBIZ, INC | $29,225 | $48,662 |
| CEMEX SA DE CV A ADS | $48,924 | $61,831 |
| CHARLES SCHWAB CORP | $173,618 | $303,879 |
| CHEESECAKE FACTORY INC | $8,532 | $10,778 |
| CHEMED CORP | $39,309 | $45,717 |
| CHINA MOBILE HGK LTD | $60,504 | $54,003 |
| CHOICE HOTELS INTERNATIONAL IN | $10,740 | $11,210 |
| CLARCOR INC | $3,445 | $5,361 |
| COHEN & STEERS INC | $7,286 | $7,560 |
| COLUMBIA BANKING SYSTEM, INC | $44,684 | $76,224 |
| COMMERCE BANCSHARES, INC | $7,054 | $11,678 |
| COMMERCEHUB CLASS A | $9,661 | $10,657 |
| COMMERCEHUB INC SER C | $14,438 | $14,729 |
| COMPAGNIE DE SAINT G | $46,567 | $51,070 |
| COMPASS MINERALS INTERNATIONAL | $10,491 | $10,186 |
| CONVERGYS CP | $9,394 | $15,129 |
| COOPER COMPANIES INC | $8,177 | $8,747 |
| CORESITE REALTY CORPORATION | $7,716 | $12,699 |
| CREDIT SUISSE GROUP ADR | $106,132 | $78,691 |
| CROWN CASTLE INTL | $73,048 | $87,811 |
| CVB FINANCIAL CORPORATION | $6,485 | $8,599 |
| DAI NIPPON PRINTING LTD JAPANS | $37,204 | $40,423 |
| DAIICHI SANKYO CO LTD SPONSORE | $42,654 | $56,820 |
| DEL FRISCOS RESTAURANT GROUP I | $33,083 | $30,362 |
| DONALDSON CO. INC | $10,897 | $13,676 |
| DORMAN PRODUCTS INC | $8,265 | $12,786 |
| DST SYS INC. COM | $16,161 | $16,073 |
| DUPONT FABROS TECHNOLOGY INC C | $7,735 | $9,884 |
| EAST WEST BANCORP, INC | $11,029 | $15,859 |
| EATON VANCE CORP COM | $12,197 | $14,323 |
| EBAY INC | $50,289 | $67,129 |
| ECOLAB INC | $111,663 | $114,524 |
| EDWARDS LIFESCIENCES | $66,283 | $137,271 |
| EMBRAER EMPRESA BR | $116,917 | $75,999 |
| EPR PROPERTIES | $9,632 | $12,919 |
| ERICSSON L M TEL CO | $81,476 | $54,190 |
| ERSTE BK DER OEST SP | $60,154 | $68,612 |
| ESTEE LAUDER COMPANIES INC | $87,185 | $79,167 |
| EVEREST RE GROUP LTD | $10,042 | $11,902 |
| EXPEDITORS INTL WASH INC | $9,759 | $10,592 |
| EXPRESS SCRIPTS HOLDING CO | $105,259 | $111,440 |
| F5 NETWORKS, INC | $10,863 | $14,472 |
| FACEBOOK INC | $165,713 | $303,156 |
| FACTSET RESH SYST INC | $6,666 | $8,172 |
| FIRST PAC CO LTD SPON ADR | $87,581 | $60,384 |
| FIRST REPUBLIC BANK | $107,875 | $163,180 |
| FLOWERS FOODS INC | $13,296 | $12,981 |
| FRANKLIN ELECTRIC CO., INC | $7,535 | $7,780 |
| GENESEE | $66,181 | $63,163 |
| GENTHERM INC | $5,762 | $5,078 |
| GLAXOSMITHKLINE PLC | $117,234 | $94,773 |
| GOLUB CAPITAL BDC, INC | $21,012 | $20,670 |
| HERCULES TECHNOLOGY GROWTH | $11,118 | $10,314 |
| HERSHA HOSPITALITY TRUST | $26,663 | $20,898 |
| HONDA MOTOR CO LTD | $101,212 | $91,481 |
| HOWARD HUGHES CORPORATION | $49,316 | $60,815 |
| HSBC HOLDINGS PLC | $91,060 | $79,838 |
| HUB GROUP, INC | $6,546 | $8,094 |
| HUBBELL CLASS B | $98,953 | $99,895 |
| HUBBELL INCORPORATED | $9,671 | $10,036 |
| IAC/INTERACTIVE CORP | $46,272 | $59,736 |
| IDEX CP | $7,286 | $9,907 |
| INT'L FLAVORS & FRAGRANCES INC | $7,573 | $9,426 |
| INTEL CORP | $104,379 | $104,711 |
| INTERDIGITAL COMMUNICATIONS CO | $5,011 | $10,049 |
| INTERVAL LEISURE GROUP, INC | $6,000 | $6,687 |
| IPG PHOTONICS CORP | $13,032 | $18,755 |
| J SAINSBURY | $100,702 | $75,104 |
| J2 GLOBAL INC | $26,557 | $44,417 |
| JONES LANG LASALLE | $15,920 | $11,114 |
| JUNIPER NETWORKS | $8,804 | $10,598 |
| KAMAN CORPORATION | $36,847 | $50,985 |
| KAR AUCTION SERVICES INC | $39,737 | $68,107 |
| KINGFISHER PLC | $65,035 | $56,302 |
| LAMAR ADVERTISING CO CL A REIT | $6,385 | $6,724 |
| LASALLE HOTEL PROP | $11,613 | $14,473 |
| LIGAND PHARMACEUTICALS INCORPO | $44,100 | $64,827 |
| LINCOLN ELECTRIC HOLDING INC | $8,467 | $11,117 |
| LITHIA MOTORS INC CL A | $29,625 | $30,986 |
| LOWES COMPANIES INC | $114,745 | $162,865 |
| MARKS & SPENCER GRP ADR | $96,667 | $68,089 |
| MARRIOTT INTERNATIONAL INC. CL | $72,074 | $89,460 |
| MASIMO CORPORATION | $4,376 | $8,425 |
| MASTERCARD INC | $125,415 | $191,013 |
| MATCH GROUP INC | $9,906 | $9,918 |
| MB FINANCIAL INC | $60,588 | $77,457 |
| MEDICAL PROPERTIES TRUST, INC | $45,844 | $45,313 |
| MEDNAX, INC | $8,780 | $9,666 |
| MEDTRONIC PLC | $138,969 | $121,376 |
| MERCK & CO INC | $39,895 | $47,685 |
| METTLER-TOLEDO INTL | $8,950 | $12,557 |
| MGP INGREDIENTS, INC | $39,768 | $51,479 |
| MICROSOFT CORP | $251,868 | $331,081 |
| MINERAL TECH INC | $6,893 | $11,588 |
| MITSUBISHI TANABE PHARMA CORPO | $43,696 | $55,346 |
| MITSUBISHI TOKYO FIN | $72,671 | $75,694 |
| MOBILE TELSYS OJSC | $54,308 | $59,671 |
| MOBILEYE NV | $70,701 | $66,138 |
| MORRISON W SUPRMKT UNSP ADR EA | $128,523 | $121,849 |
| MS&AD INS GROUP ADR | $47,059 | $61,363 |
| NATIONAL CINEMEDIA INC | $24,137 | $23,715 |
| NATL HEALTH INVESTOR | $7,117 | $7,417 |
| NETAPP, INC | $7,563 | $8,818 |
| NETGEAR INC | $8,870 | $10,870 |
| NEW YORK REIT INC | $17,039 | $17,204 |
| NIKE INC-CL B | $52,552 | $77,058 |
| NISSAN MOTOR LTD ASR | $74,327 | $75,640 |
| NOKIA | $60,023 | $51,789 |
| NORDSON CP | $9,130 | $14,567 |
| NORDSTROM INC | $9,304 | $9,586 |
| OLD DOMINION FREIGHT LINES | $71,772 | $87,763 |
| ORANGE | $91,742 | $83,951 |
| OWENS AND MINOR INC | $8,585 | $8,823 |
| OXFORD INDUSTRIES | $36,396 | $32,470 |
| PACWEST BANCORP | $56,393 | $90,588 |
| PALO ALTO NETWORKS INC | $64,334 | $55,522 |
| PAREXEL INTERNATIONAL CORPORAT | $10,455 | $9,858 |
| PAYPAL HOLDINGS, INC | $207,218 | $237,727 |
| PDF SOLUTIONS INC | $39,928 | $59,758 |
| PEPSICO INC | $52,710 | $70,521 |
| PHYSICIANS REALTY TRUST | $15,176 | $13,651 |
| PLANTRONICS INC | $7,493 | $9,912 |
| POLARIS INDUSTRIES | $6,969 | $6,179 |
| PRICELINE.COM INCORPORATED | $131,250 | $183,258 |
| PUBLICIS GROUPE S.A | $44,195 | $50,688 |
| QUALCOMM INC | $129,462 | $121,337 |
| RED HAT, INC | $110,432 | $97,998 |
| REGIONS FINANCIAL CORP | $47,067 | $83,561 |
| RENAULT SA | $32,228 | $32,237 |
| RESMED INC | $9,934 | $10,859 |
| RYMAN HOSPITALITY PROPERTIES | $10,656 | $12,602 |
| SALESFORCE.COM | $74,746 | $89,614 |
| SALLY BEAUTY HLDG | $7,034 | $7,926 |
| SANOFI-AVENTIS SPONSORED ADR | $114,225 | $100,817 |
| SCHNEIDER ELEC UNSP/ADR | $69,887 | $78,524 |
| SEI INVESTMENTS | $6,360 | $9,132 |
| SENSATA TECHNOLOGIES HOLDINGS | $6,955 | $5,843 |
| SHERWIN-WILLIAMS CO | $79,667 | $80,085 |
| SHINHAN FINL GROUP CO LTD | $69,365 | $65,117 |
| SIGNATURE BANK | $12,883 | $15,020 |
| SILGAN HOLDINGS, INC | $52,198 | $62,951 |
| SILICON MOTION TECHNOLOGY CORP | $29,715 | $28,886 |
| SLM CORP | $21,629 | $35,484 |
| SNAP ON INC | $94,755 | $114,408 |
| SOUTH STATE CORPORATION | $25,680 | $29,716 |
| SPROUTS FARMERS MARKET INC | $91,099 | $79,729 |
| STARBUCKS CORP COM | $87,130 | $122,755 |
| STARWOOD PROPERTY TRUST INC | $23,313 | $23,026 |
| STARWOOD WAYPOINT HOMES | $28,773 | $32,555 |
| STERIS PLC | $7,555 | $6,739 |
| SUMITOMO MITSUI TR HOLDINGS SP | $50,188 | $51,679 |
| SVB FINANCIAL GROUP | $10,835 | $17,166 |
| SWATCH GROUP AG | $76,200 | $64,423 |
| SWISS RE LTD ADR | $56,000 | $61,776 |
| SYNTEL INC | $12,218 | $5,442 |
| T. ROWE PRICE ASSOCIATES | $66,823 | $72,852 |
| TAKEDA PHARMACEUTICAL CO LTD | $89,355 | $82,788 |
| TANGER FACTORY OUTLT CENREIT | $11,191 | $11,629 |
| TECH DATA CORP | $6,158 | $7,198 |
| TELECOM ITALIA ADR | $31,983 | $31,044 |
| TELECOM ITALIA SPA | $45,360 | $42,362 |
| TELEDYNE TECH INC | $31,565 | $44,895 |
| TELEFONICA BRASIL, S.A | $60,392 | $63,073 |
| TENNECO INC | $8,511 | $9,371 |
| TERADATA CORPORATION | $8,882 | $7,472 |
| TESCO PLC S ADR | $136,526 | $104,742 |
| TEVA PHARMACEUTICAL INDUSTRIES | $172,735 | $118,320 |
| TEXAS CAPITAL BANCSHARES, INC | $5,742 | $8,938 |
| TEXAS ROADHOUSE, INC | $5,880 | $9,648 |
| THERMO FISHER SCIENTIFIC INC | $112,463 | $128,542 |
| TIFFANY & CO | $6,948 | $7,743 |
| TIM PARTICIPACOES S A SPONSORE | $28,791 | $33,795 |
| TIME WARNER INC | $147,504 | $180,801 |
| TJX COMPANIES INC | $60,488 | $89,029 |
| TORO CO | $7,592 | $12,309 |
| TRIMAS CORPORATION | $10,038 | $14,218 |
| TUPPERWARE CORP | $4,690 | $3,420 |
| UMB FINANCIAL CORPORATION | $8,056 | $12,879 |
| UNIFIRST CP | $11,639 | $15,083 |
| UNITED RENTALS INC | $37,641 | $68,838 |
| UNITEDHEALTH GROUP INC | $131,495 | $195,089 |
| VALMONT INDUSTRIES INC | $7,917 | $9,159 |
| VALVOLINE INC | $26,178 | $28,165 |
| VARIAN MEDICAL SYSTEMS INC | $10,909 | $12,569 |
| VCA ANTECH INC | $8,685 | $8,581 |
| VISA INC | $287,286 | $433,088 |
| WABCO HOLDINGS INC | $51,454 | $51,270 |
| WABTEC | $11,021 | $14,944 |
| WALT DISNEY HOLDINGS CO | $102,628 | $139,863 |
| WATERS CORP | $10,217 | $10,079 |
| WELLS FARGO & CO | $175,313 | $220,715 |
| WESTERN UNION CO | $8,941 | $10,317 |
| WEX, INC | $9,317 | $11,495 |
| WHOLE FOODS MARKET, INC | $12,019 | $12,304 |
| WILLIAMS SONOMA INC | $10,055 | $8,468 |
| WILLIS TOWERS WATSON PUBLIC LT | $44,251 | $44,999 |
| WM MORRISON SUPERMARKETS | $1,795 | $855 |
| WORLD FUEL SVCS CP | $19,095 | $19,558 |
| YAHOO! INC | $79,031 | $102,282 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTERNATIVE INVESTMENTS SUSTAI | $2,906,986 | $2,731,145 |
| DBL PARTNERS III, LP | $373,065 | $419,029 |
| F&C RESPONSIBLE EMERGING MKTS | $1,703,276 | $1,494,506 |
| GENERATION IM CLIMATE SOLUTION | $531,979 | $469,481 |
| GENERATION IM GLOBAL EQUITY FD | $6,055,931 | $6,296,953 |
| NORTH SKY CLEANTECH VENTURES, | $643,280 | $680,922 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DOCUMENT REVIEW/DRAFTING | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $42,771 | $42,771 | |
| Bank Charges | $9,514 | $9,514 | |
| Indemnification Insurance | $5,299 | $5,299 | |
| K-1 Exp DBL PARTNERS III, LP | $39,746 | $39,661 | |
| K-1 Exp GENERATION IM GLOBAL E | $51,231 | $51,216 | |
| K-1 Exp NORTH SKY CLEANTECH VE | $25,881 | $25,812 | |
| Payroll Processing Fees | $660 | $660 | |
| Postage/Delivery Service | $25 | $25 | |
| State or Local Filing Fees | $60 | $60 | |
| REGISTERED AGENT FEE | $206 | $206 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DBL PARTNERS III, LP | $142 | $142 |
| K-1 Inc/Loss GENERATION IM GLOBAL EQUITY FD, LLC | $81,902 | $81,902 |
| K-1 Inc/Loss NORTH SKY CLEANTECH VENTURES, LP | -$3,356 | $5,446 |
| Class Action Lawsuit Proceeds | $1,419 | $1,419 |
| RESTITUTION PROCEEDS | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $134,276 | Amt |
| Net Investment Income | $134,276 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2016 | $15,000 | |
| 990-PF Extension for 2015 | $5,927 | |
| Foreign Tax Paid | $9,553 | $9,553 |
| IRS Miscellaneous Fee | $135 |