VODAFONE AMERICAS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VODAFONE AMERICAS FOUNDATION (EIN 20-5900761)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349102389
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T15:42:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CALIFORNIA STREET SUITE 2500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941115426 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205900761 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VODAFONE AMERICAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VODA | BusinessNameControlTxt |
| Phone | 3033358675 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1919 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM LAAKSO | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3033358675 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEANETTE M LEE | PreparerPersonNm |
| PTIN | P01073684 | PTIN |
| Phone | 4154215757 | PhoneNum |
| Preparation | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,917,744 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $285 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $285 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,152 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $208,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,125,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,982 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $308,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $308,419 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $208,138 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $208,138 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $78,165 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $78,165 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,550 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,550 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,894 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,894 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,263 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,438 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,621 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,099 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,099 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,560 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,560 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $432,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $421,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $555,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $515,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $987,857 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $937,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$679,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $304,419 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $241,591 | CashBOYAmt |
| Cash EOY | $301,729 | CashEOYAmt |
| Cash EOYFMV | $301,729 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $11,215 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,984 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,984 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,445,219 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,249,475 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,249,475 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,711,080 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,358,385 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,358,385 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $36 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $171 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $171 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,409,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,917,744 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,917,744 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $90,178 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $94,659 | AccountsPayableEOYAmt |
| Grants Payable BOY | $10,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $50,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $100,178 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $144,659 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,308,963 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,773,085 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,308,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,773,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,409,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,917,744 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,308,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$679,438 | ExcessRevenueOverExpensesAmt |
| Other Increases | $143,560 | OtherIncreasesAmt |
| Subtotal | $3,773,085 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,773,085 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| EAFE EQ INDEX FUND B | $115,577 | $120,389 | -$4,812 | -$4,812 |
| EQUITY INDEX NL FUND B | $528,323 | $468,909 | $59,414 | $59,414 |
| MSCI EMERGING MARKETS FREE FUND B | $42,693 | $43,339 | -$646 | -$646 |
| RUSSELL 2000 ALPHA TILTS FUND B | $95,752 | $83,454 | $12,298 | $12,298 |
| US DEBT B (510353) | $217,655 | $200,887 | $16,768 | $16,768 |
| FLOW THROUGH ENTITIES | $125,960 | $125,960 | $125,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,982 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,290 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,290 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,059 | OverpaymentAmt |
| Applied To ES Tax | $5,059 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://VODAFONE-US.COM | WebsiteAddressTxt |
| Individual With Books | VODAFONE US INC | IndividualWithBooksNm |
| Phone | 3033358675 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CIRCA BUILDING 1615 PLATT ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JUNE SUGIYAMA | ||||||||
| CIRCA BUILDING 1615 PLATT ST | DENVER | CO | 80202 | FOUNDATION DIRECTOR | 40.00 | $186,159 | $21,978 | $0 |
| ZELDA FERGUSON | ||||||||
| CIRCA BUILDING 1615 PLATT ST | DENVER | CO | 80202 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| BRYAN GANNO | ||||||||
| CIRCA BUILDING 1615 PLATT ST | DENVER | CO | 80202 | SECRETARY | 0.62 | $0 | $0 | $0 |
| RHYS SAUNDERS | ||||||||
| CIRCA BUILDING 1615 PLATT ST | DENVER | CO | 80202 | TREASURER | 1.23 | $0 | $0 | $0 |
| ANDREW DELATORRE | ||||||||
| CIRCA BUILDING 1615 PLATT ST | DENVER | CO | 80202 | DIRECTOR | 0.31 | $0 | $0 | $0 |
| PETERS SUH | ||||||||
| CIRCA BUILDING 1615 PLATT ST | DENVER | CO | 80202 | DIRECTOR | 0.31 | $0 | $0 | $0 |
| MEGAN DOBERNECK | ||||||||
| CIRCA BUILDING 1615 PLATT ST | DENVER | CO | 80202 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| REBECCA TEMPLE | ||||||||
| CIRCA BUILDING 1615 PLATT ST | DENVER | CO | 80202 | PRESIDENT, CHAIRPERSON | 0.46 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA NGUYEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CIRCA BUILDING 1615 PLATT ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS ASSOCIATE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,670 | CompensationAmt |
| Employee Benefits | $5,178 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,088,595 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,984 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,330,794 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,330,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,265,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,231 | TotalTaxAmt |
| Distributable Before Adj | $209,061 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $209,061 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $209,061 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $937,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $937,040 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,061 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,629,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,747,480 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,592,680 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,100,383 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $739,270 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,809,463 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $937,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $209,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $727,979 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,537,442 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,629,650 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,907,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,747,480 | ExcessFromYear4Amt |
| Excess From Year3 | $2,592,680 | ExcessFromYear3Amt |
| Excess From Year2 | $1,100,383 | ExcessFromYear2Amt |
| Excess From Year1 | $739,270 | ExcessFromYear1Amt |
| Excess From Current Year | $727,979 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DIABLO REGIONAL ARTS ASSOCIATION | |||||||
| 1601 CIVIC DRIVE | WALNUT CREEK | CA | 94596 | NONE | PC | DIRECTOR MATCH | $4,500 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | DIRECTOR MATCH | $1,600 |
| MULTIPLYING GOOD | |||||||
| 348 WEST 57TH STREET NO 115 | NEW YORK | NY | 10019 | NONE | PC | DIRECTOR MATCH | $3,000 |
| CATCH YOU LATER FOUNDATION | |||||||
| 70 WEST 27TH STREET | BAYONNE | NJ | 07002 | NONE | PC | EMPLOYEE MATCH | $100 |
| BROTHER WOLF ANIMAL RESCUE | |||||||
| PO BOX 8195 | ASHEVILLE | NC | 288148195 | NONE | PC | EMPLOYEE MATCH | $5,000 |
| JUMA VENTURES | |||||||
| 131 STEUART ST STE 202 | SAN FRANCISCO | CA | 941051242 | NONE | PC | EMPLOYEE MATCH | $10,000 |
| MORGAN ADAMS FOUNDATION | |||||||
| 5295 E EVANS AVENUE | DENVER | CO | 80222 | NONE | PC | EMPLOYEE MATCH | $5,000 |
| FEEDING TAMPA BAY | |||||||
| 3624 CAUSEWAY BLVD | TAMPA | FL | 336195194 | NONE | PC | EMPLOYEE MATCH | $2,500 |
| CENTRAL TEXAS FOOD BANK INC | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 787443123 | NONE | PC | EMPLOYEE MATCH | $300 |
| MELANOMA FOUNDATION | |||||||
| 8929 UNIVERSITY CENTER LANE 202 | SAN DIEGO | CA | 92122 | NONE | PC | EMPLOYEE MATCH | $250 |
| NEWTOWN SCHOLARSHIP ASSOC INC | |||||||
| PO BOX 302 | NEWTOWN | CT | 064700302 | NONE | PC | EMPLOYEE MATCH | $500 |
| STAND UP FOR PITS FOUNDATION INC | |||||||
| 8149 SANTA MONICA BLVD | CALIFORNIA | CA | 900464912 | NONE | PC | EMPLOYEE MATCH | $2,500 |
| SAINT BASIL ACADEMY | |||||||
| 79 SAINT BASIL RD / RR 9D | GARRISON | NY | 10524 | NONE | PC | EMPLOYEE MATCH | $500 |
| MY GOOD DEED | |||||||
| 5151 CALIFORNIA AVE STE 100 | IRVINE | CA | 926173205 | NONE | PC | EMPLOYEE ENGAGEMENT VOLUNTEERING FOR 911 DAY | $15,000 |
| ONE WARM COAT | |||||||
| 2443 FILLMORE STREET 380-5363 | SAN FRANCISCO | CA | 941151814 | NONE | PC | CIVIC PARTICIPATION | $20,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 4002018 | DES MOINES | IA | 503402018 | NONE | PC | CIVIC PARTICIPATION | $25,000 |
| TECHNOVATION | |||||||
| 532 W 22ND ST | LOS ANGELES | CA | 900072034 | NONE | PC | TECHNOLOGY | $50,000 |
| FOUNDATION FOR LEARNING EQUALITY INC | |||||||
| 9700 GILMAN DR PMB 323 | LA JOLLA | CA | 920935010 | NONE | PC | TECHNOLOGY | $100,000 |
| THE NO MORE FOUNDATION | |||||||
| 195 MAPLEWOOD AVE UNIT 381 | MAPLEWOOD | NJ | 070406816 | NONE | PC | BRIGHTSKY PROJECT | $50,000 |
| WOMENS CENTER AND SHELTER OF GREATER PITTSBURGH | |||||||
| PO BOX 9024 | PITTSBURGH | PA | 152240024 | NONE | PC | TECHNOLOGY | $100,000 |
| JOHNS HOPKINS CENTER FOR GLOBAL WOMEN'S HEALTH AND GENDER EQUITY | |||||||
| 3910 KESWICK ROAD N4327B | BALTIMORE | MD | 212112226 | NONE | PC | CENTER FOR GLOBAL WOMEN'S HEALTH | $10,000 |
| WOMENS WORLD BANKING | |||||||
| 122 E 42ND ST FL 42 | NEW YORK | NY | 101684200 | NONE | PC | TECHNOLOGY | $50,000 |
| GIRLS WHO CODE | |||||||
| 1250 BROADWAY FL 17 | NEW YORK | NY | 100013749 | NONE | PC | TECHNOLOGY | $50,000 |
| THE NO MORE FOUNDATION | |||||||
| 195 MAPLEWOOD AVE UNIT 381 | MAPLEWOOD | NJ | 070406816 | NONE | PC | TECHNOLOGY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $515,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIRLS WHO CODE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 BROADWAY FL 17 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100013749 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TECHNOLOGY | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $50,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,152 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $208,982 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $308,419 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $308,419 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,894 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $44,894 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MSCI EMERGING MARKETS FREE B | $177,946 | $177,946 |
| EAFE EQUITY INDEX FUND | $533,422 | $533,422 |
| EQUITY INDEX FUND | $1,245,260 | $1,245,260 |
| RUSSELL 2000 ALPHA | $401,757 | $401,757 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,249,475 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,249,475 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SHORT TERM INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $171 | BookValueAmt |
| EOYFMV | $171 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,312 | $0 | $1,312 |
| LODGING | $1,787 | $0 | $1,787 |
| MEALS AND ENTERTAINMENT | $21 | $0 | $21 |
| OTHER OFFICE EXPENSES | $567 | $0 | $567 |
| TELEPHONE | $1,873 | $0 | $1,873 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $143,560 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,000 | $4,000 | $0 |
| OTHER PROFESSIONAL FEES | $30,263 | $0 | $30,263 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $28,621 | $0 | $28,621 |
| FEDERAL EXCISE TAX | $6,817 | $0 | $0 |