CAPITAL ONE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CAPITAL ONE FOUNDATION INC (EIN 11-3276603)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-01
- IRS object ID
- 201713059349100006
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-01T11:09:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 113276603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL ONE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAPI | BusinessNameControlTxt |
| Phone | 7037201000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1680 CAPITAL ONE DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE FOCA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7037201000 | PhoneNum |
| Signature | 2017-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-31 | IPDt |
| IP Tm | 11:08:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B203A4A8A6E61DBC561768F9DF64C20883389877 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21BC9F0CB92CCAF1C8F75DAE5A2E63B6F184FA88 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,992,206 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,837,569 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $68,254 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68,254 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $681,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $681,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,382,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,396 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,626,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $789,350 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $162,645 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,323 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $81,322 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $86,531 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,265 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,266 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $255,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $124,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,128,027 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,128,027 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,383,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,252,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,756,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $664,762 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $275,418 | CashBOYAmt |
| Cash EOY | $424,557 | CashEOYAmt |
| Cash EOYFMV | $424,557 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $62,688 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $56,633 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $56,633 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,807,979 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,722,388 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,722,388 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,138,527 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,058,372 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,058,372 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,309,783 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,755,027 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,755,027 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,860,746 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,972,980 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,972,980 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,556 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,249 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,249 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,458,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,992,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,992,206 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $85,821 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $156,600 | AccountsPayableEOYAmt |
| Grants Payable BOY | $128,558 | GrantsPayableBOYAmt |
| Grants Payable EOY | $97,591 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,869 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $214,379 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $267,060 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $40,244,318 | UnrestrictedBOYAmt |
| Unrestricted EOY | $38,725,146 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,244,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,725,146 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,458,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,992,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,244,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,756,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,237,167 | OtherIncreasesAmt |
| Subtotal | $38,725,146 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,725,146 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY IMM PRIME INST FD #2014 | P | $8,657,082 | $8,656,707 | $375 | $375 |
| PIA MBS BOND FUND #1620 | P | $50,005 | $50,414 | -$409 | -$409 |
| ADVISORS SER TR PIA BBB BOND FUND | P | $349,674 | $348,390 | $1,284 | $1,284 |
| ALLEGHANY CORP DEL COM | P | $30,910 | $24,810 | $6,100 | $6,100 |
| ALLIANZGI NFJ DIVIDEND VALUE FUND | P | $416,403 | $265,203 | $151,200 | $151,200 |
| ALTRIA GROUP INC COM | P | $178,222 | $109,114 | $69,108 | $69,108 |
| APPLE INC COM | P | $14,256 | $12,215 | $2,041 | $2,041 |
| BANK OF AMERICA CORP COM | P | $109,746 | $106,644 | $3,102 | $3,102 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | P | $60,253 | $47,519 | $12,734 | $12,734 |
| BLACKROCK INC COM | P | $36,391 | $31,531 | $4,860 | $4,860 |
| BRISTOL MYERS SQUIBB CO COM | P | $101,489 | $91,893 | $9,596 | $9,596 |
| CF INDS INC SR NT | P | $38,997 | $41,995 | -$2,998 | -$2,998 |
| CARMAX INC COM | P | $38,759 | $36,989 | $1,770 | $1,770 |
| CARNIVAL CORP PAIRED CTF | P | $42,915 | $32,341 | $10,574 | $10,574 |
| CHEVRON CORP NEW COM | P | $24,653 | $28,743 | -$4,090 | -$4,090 |
| CISCO SYS INC COM | P | $26,707 | $18,895 | $7,812 | $7,812 |
| COCA COLA CO COM | P | $21,439 | $20,446 | $993 | $993 |
| CONOCOPHILLIPS COM | P | $76,802 | $164,243 | -$87,441 | -$87,441 |
| CONTINENTAL RESOURCES INC SR NT | P | $44,519 | $44,848 | -$329 | -$329 |
| DEERE & CO COM | P | $29,830 | $30,187 | -$357 | -$357 |
| DOLLAR TREE INC COM | P | $43,555 | $38,346 | $5,209 | $5,209 |
| E M C CORP MASS COM | P | $190,816 | $191,250 | -$434 | -$434 |
| EDGEWELL PERS CARE CO COM | P | $43,910 | $42,626 | $1,284 | $1,284 |
| EXPRESS SCRIPTS HLDG CO SR GLBL NT | P | $45,401 | $44,960 | $441 | $441 |
| FEDERAL HOME LN MTG CORP DUE 05/13/16 | P | $130,000 | $130,229 | -$229 | -$229 |
| FEDERAL HOME LN MTG CORP DUE 10/14/16 | P | $130,000 | $131,082 | -$1,082 | -$1,082 |
| FEDEX CORP COM | P | $21,448 | $16,904 | $4,544 | $4,544 |
| FIDELITY IMM GOVERNMENT FUND #2642 | P | $11,525,578 | $11,525,578 | $0 | $0 |
| FREEPORT MCMORAN COPPER & GOLD SR NT | P | $25,075 | $45,564 | -$20,489 | -$20,489 |
| GENERAL DYNAMICS CORP COM | P | $109,747 | $62,447 | $47,300 | $47,300 |
| GENERAL ELEC CO COM | P | $25,391 | $25,494 | -$103 | -$103 |
| GILEAD SCIENCES INC SR N | P | $47,579 | $44,928 | $2,651 | $2,651 |
| HOMESTEAD SMALL-COMPANY STOCK FUND | P | $467,171 | $452,976 | $14,195 | $14,195 |
| INTERNATIONAL BUSINESS MACHS CORP | P | $127,222 | $147,747 | -$20,525 | -$20,525 |
| ISHARES CORE S&P 500 ETF | P | $224,383 | $214,986 | $9,397 | $9,397 |
| ISHARES MSCI EAFE ETF | P | $184,853 | $205,926 | -$21,073 | -$21,073 |
| LILLY ELI & CO COM | P | $38,573 | $25,816 | $12,757 | $12,757 |
| LOWES COS INC COM | P | $133,073 | $90,129 | $42,944 | $42,944 |
| MICROSOFT CORP COM | P | $122,306 | $103,099 | $19,207 | $19,207 |
| MOSAIC CO NEW COM | P | $29,437 | $56,097 | -$26,660 | -$26,660 |
| NEWMARKET CORP COM | P | $36,863 | $34,856 | $2,007 | $2,007 |
| NIKE INC CLASS B COM | P | $27,733 | $32,238 | -$4,505 | -$4,505 |
| NORFOLK SOUTHN CORP COM | P | $32,879 | $26,635 | $6,244 | $6,244 |
| O REILLY AUTOMOTIVE INC NEW COM | P | $33,612 | $29,648 | $3,964 | $3,964 |
| PFIZER INC COM | P | $128,626 | $127,295 | $1,331 | $1,331 |
| PROGRESSIVE CORP OHIO COM | P | $31,550 | $34,527 | -$2,977 | -$2,977 |
| SPDR S&P MIDCAP 400 ETF TR UNIT SER | P | $870,743 | $754,601 | $116,142 | $116,142 |
| UBS ALERIAN MLP INDEX ETN | P | $455,404 | $845,500 | -$390,096 | -$390,096 |
| US TREASURY NOTE DUE 01/15/17 | P | $100,043 | $100,180 | -$137 | -$137 |
| US TREASURY NOTE DUE 04/15/17 | P | $60,054 | $60,169 | -$115 | -$115 |
| US TREASURY NOTE DUE 08/15/20 | P | $51,662 | $52,871 | -$1,209 | -$1,209 |
| US TREASURY NOTE DUE 01/31/19 | P | $352,509 | $353,138 | -$629 | -$629 |
| US TREASURY NOTE DUE 01/15/16 | P | $250,000 | $250,372 | -$372 | -$372 |
| US TREASURY NOTE DUE 02/15/16 | P | $180,000 | $180,306 | -$306 | -$306 |
| US TREASURY NOTE DUE 02/15/23 | P | $376,662 | $367,281 | $9,381 | $9,381 |
| US TREASURY NOTE DUE 04/15/16 | P | $80,000 | $80,025 | -$25 | -$25 |
| US TREASURY NOTE DUE 05/15/16 | P | $339,867 | $339,869 | -$2 | -$2 |
| US TREASURY NOTE DUE 10/15/16 | P | $230,000 | $230,064 | -$64 | -$64 |
| VANGUARD SCOTTSDALE FDS VANGUARD | P | $672 | $672 | $672 | |
| VERIZON COMMUNICATIONS INC COM | P | $19,008 | $19,523 | -$515 | -$515 |
| VISA INC COM CL A | P | $143,790 | $90,078 | $53,712 | $53,712 |
| WEATHERFORD INTL LTD BERMUDA SR NT | P | $31,863 | $36,040 | -$4,177 | -$4,177 |
| WELLS FARGO & CO NEW COM | P | $32,366 | $29,946 | $2,420 | $2,420 |
| WELLS FARGO SHORT-TERM HIGH YIELD | P | $466,538 | $469,226 | -$2,688 | -$2,688 |
| WYETH NT | P | $35,779 | $39,698 | -$3,919 | -$3,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,396 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,136,072 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,444,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.164259 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,470,466 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,317,538 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.149373 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,713,604 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,022,663 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.167604 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,855,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,200,884 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041039 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,269,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,367,966 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096218 | DistributionYr5Rt |
| Total Distribution | 0.618493 | TotalDistributionRt |
| Average Distribution | 0.123699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,707,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,911,719 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,648 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,918,367 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,252,615 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,648 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,648 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,115 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,115 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,467 | OverpaymentAmt |
| Applied To ES Tax | $15,467 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL ONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7037201000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1680 CAPITAL ONE DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN G FINNERAN | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | CHAIR | 0.50 | $0 | $0 | $0 |
| RICHARD WOODS | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | VICE CHAIR | 0.50 | $0 | $0 | $0 |
| CAROLYN BERKOWITZ | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | PRESIDENT (ENDING 05/10/16) | 1.00 | $0 | $0 | $0 |
| CATHERINE FOCA | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | PRESIDENT (STARTING 05/10/16) | 1.00 | $0 | $0 | $0 |
| ROBERT MAGNANO | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SCOTT ZIMMER | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| NOELLE EDER | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KENNETH KIDO | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANDREW YOUNG | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| COLLEEN TAYLOR | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | DIRECTOR (ENDING 10/13/16) | 0.50 | $0 | $0 | $0 |
| LAURA BAILEY | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | DIRECTOR (STARTING 10/13/16) | 1.00 | $0 | $0 | $0 |
| STEVE PETTI | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL PASSERATI | ||||||||
| 1680 CAPITAL ONE DRIVE | MCLEAN | VA | 22102 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN MICHAEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 THIRD STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING SERVICES | ServiceTypeTxt |
| Compensation | $155,145 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NEIGHBOORHOOD REINVESTMENT: SEE STATEMENT 12 FOR DETAIL | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Description2 | GRAMEEN: SEE STATEMENT 13 FOR DETAIL | Description2Txt |
| Expenses2 | $185,000 | Expenses2Amt |
| Description3 | MISSION ASSET: SEE STATEMENT 14 FOR DETAIL | Description3Txt |
| Expenses3 | $175,000 | Expenses3Amt |
| Description4 | ASPEN: SEE STATEMENT 15 FOR DETAIL | Description4Txt |
| Expenses4 | $160,000 | Expenses4Amt |
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 | $39,358,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $953,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,311,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,311,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $604,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,707,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,985,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,985,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,648 | TotalTaxAmt |
| Distributable Before Adj | $1,978,703 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,978,703 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,978,703 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,252,615 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,252,615 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,648 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,245,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,978,703 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,111,849 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,302,847 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,482,307 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,411,715 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,026,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,335,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,252,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,978,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,273,912 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,609,468 | 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 | $2,111,849 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,497,619 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,302,847 | ExcessFromYear4Amt |
| Excess From Year3 | $5,482,307 | ExcessFromYear3Amt |
| Excess From Year2 | $4,411,715 | ExcessFromYear2Amt |
| Excess From Year1 | $5,026,838 | ExcessFromYear1Amt |
| Excess From Current Year | $4,273,912 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCION THE US NETWORK | |||||||
| 85 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | ACCION MODERNIZATION PROJECT | $160,000 | |
| AFFORDABLE HOUSING ALLIANCE INC | |||||||
| 3535 ROUTE 66 PARKWAY 100 COMPLEX | NEPTUNE | NJ | 07753 | PC | HOUSING COUNSELING AND EDUCATION PROGRAM | $10,000 | |
| ASIAN AMERICANS FOR EQUALITY INC | |||||||
| 2 ALLEN STREET 7TH FLOOR | NEW YORK | NY | 10002 | PC | AFFORDABLE HOUSING AND HOMEOWNERSHIP | $40,000 | |
| ASPEN INSTITUTE | |||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | PC | MICROFINANCE IMPACT COLLABORATIVE | $149,033 | |
| ASSOCIATION FOR NEIGHBORHOOD AND HOUSING DEVELOPMENT | |||||||
| ANHD 50 BROAD STREET STE 1402 | NEW YORK | NY | 100042699 | PC | PERMANENT AND DEEP AFFORDABILITY IN NYC | $50,000 | |
| BANANA KELLY COMMUNITY IMPROVEMENT ASSOCIATION INC | |||||||
| 863 PROSPECT AVE | BRONX | NY | 104593927 | PC | COMMUNITY DEVELOPMENT | $7,500 | |
| BLUE ENGINE INC | |||||||
| 75 BROAD STREET SUITE 2900 | NEW YORK | NY | 10004 | PC | BLUE ENGINE TEACHING APPRENTICES AT WHEELS | $35,000 | |
| BOTTOM LINE | |||||||
| 44 COURT STREET SUITE 300 | BROOKLYN | NY | 11201 | PC | BOTTOM LINE SUCCESS PROGRAM AND BLENDED SERVICES PILOT EXPANSION | $65,000 | |
| BREAKTHROUGH COLLABORATIVE | |||||||
| 180 GRAND AVE | OAKLAND | CA | 94612 | PC | BUILDING AN ALUMNI GENERATION: DEVELOPMENT AND DISSEMINATION | $35,000 | |
| CAMBA INC | |||||||
| 1720 CHURCH AVE 2ND FL | BROOKLYN | NY | 112262630 | PC | CHV PRE-DEVELOPMENT PIPELINE FOR SUSTAINABLE, AFFORDABLE AND SUPPORTIVE HOUSING | $25,000 | |
| CENTER FOR INSPIRED TEACHING | |||||||
| 1436 U ST NW SUITE 400 | WASHINGTON | DC | 200093987 | PC | INSTIGATING THOUGHT IN THE CLASSROOM: WASHINGTON, DC PROGRAMS | $60,000 | |
| CENTER FOR NEW YORK CITY NEIGHBORHOODS | |||||||
| 17 BATTERY PLACE SUITE 728 | NEW YORK | NY | 10004 | PC | HOMEOWNER STABILIZATION PROGRAM | $30,000 | |
| CENTRAL JERSEY HOUSING RESOURCE CENTER CORP | |||||||
| 600 1ST AVE STE 3 | RARITAN | NJ | 088691346 | PC | INFORMATION & REFERRAL SERVICES & PRE-PURCHASE COUNSELING PROGRAMS | $10,000 | |
| CHHAYA COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 37-43 77TH STREET 2ND FLOOR | JACKSON HEIGHTS | NY | 11372 | PC | BASEMENT APARTMENTS SAFE FOR EVERYONE CAMPAIGN | $15,000 | |
| COLLEGE ACCESS RESEARCH & ACTION | |||||||
| CUNY GRADUATE CENTER 365 FIFTH AVE | NEW YORK | NY | 100164309 | PC | COLLEGE BRIDGE FULL YEAR PROGRAM | $50,000 | |
| COLLEGE SUCCESS FOUNDATION DISTRICT OF COLUMBIA | |||||||
| 1805 7TH ST NW STE 500 | WASHINGTON | DC | 200013186 | PC | THE CSF-DC 2.0 PIPELINE FOR STUDENT SUCCESS PROGRAM (CSF-DC 2.0 PSS) | $40,000 | |
| COLLEGE SUMMIT | |||||||
| 1763 COLUMBIA ROAD NW 2ND FLOOR | WASHINGTON | DC | 20009 | PC | BUILDING AN ALUMNI GENERATION COHORT APPLICATION | $35,000 | |
| COLLIN COUNTY COMMUNITY COLLEGE FOUNDATION | |||||||
| 3452 SPUR 399 | MCKINNEY | TX | 750698742 | PC | TECHNOLOGY CAREER PATHWAYS PREPARATION ACADEMY | $106,000 | |
| COMMIT2DALLAS | |||||||
| 3800 MAPLE AVE SUITE 800 | DALLAS | TX | 75219 | PC | THE COMMIT! PARTNERSHIP'S COLLEGE ACCESS INITIATIVES | $29,000 | |
| COMMUNITIES IN SCHOOLS OF HOUSTON INC | |||||||
| 1235 NORTH LOOP W STE 300 | HOUSTON | TX | 770084702 | PC | E038380 - 10/31/17 11:03AM WORKSHEET PRIVATE FOUNDATION | $30,000 | |
| COMMUNITIES IN SCHOOLS OF THE DALLAS REGION INC | |||||||
| 1341 W MOCKINGBIRD LN SUITE 1000E | DALLAS | TX | 75247 | PC | CISDR COLLEGE TO CAREER PATHWAYS | $45,000 | |
| COMMUNITIES IN SCHOOLS | |||||||
| 2345 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | PC | CREATING THE PRODUCT FOR BUILDING AN ALUMNI GENERATION | $50,000 | |
| COMMUNITY DEVELOPMENT CORPORATION OF LONG ISLAND INC | |||||||
| 2100 MIDDLE COUNTRY ROAD | CENTEREACH | NY | 117203577 | PC | CDCLI HOMEOWNER PRESERVATION SERVICES | $50,000 | |
| COMMUNITY LOAN FUND OF NEW JERSEY INC | |||||||
| 108 CHURCH ST 3RD FLOOR | NEW BRUNSWICK | NJ | 08901 | PC | AFFORDABLE HOUSING LENDING PROGRAMS | $30,000 | |
| CORPORATION FOR SUPPORTIVE HOUSING | |||||||
| 61 BROADWAY SUITE 2300 | NEW YORK | NY | 10006 | PC | HOUSING AUTHORITIES AS FULL PARTNERS IN SUPPORTIVE HOUSING | $100,000 | |
| CREDIT BUILDERS ALLIANCE | |||||||
| 1701 K STREET NW SUITE 1000 | WASHINGTON | DC | 20006 | PC | CREDIT STRENGTH ROADMAP | $75,000 | |
| CRENULATED CO LTD DBA NEW SETTLEMENT APARTMENTS | |||||||
| 1512 TOWNSEND AVENUE | BRONX | NY | 10452 | PC | NEW SETTLEMENT'S COLLEGE SUCCESS PROGRAM | $50,000 | |
| CRENULATED CO LTD DBA NEW SETTLEMENT APARTMENTS | |||||||
| 1512 TOWNSEND AVENUE | BRONX | NY | 10452 | PC | COMMUNITY ORGANIZING TO PRESERVE AFFORDABLE AND SAFE HOUSING FOR LOW AND MODERATE INCOME FAMILIES AND INDIVIDUALS | $25,000 | |
| CUNY RF (BMCC CUNY) | |||||||
| BMCC GRANTS OFFICE 199 CHAMBERS | NEW YORK | NY | 10007 | PC | HIGHER EDUCATION REAL OPPORTUNITIES (HERO) INITIATIVE | $109,175 | STREET |
| CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION | |||||||
| 625 JAMAICA AVE | BROOKLYN | NY | 112081203 | PC | COLLEGE SUCCESS PROGRAMS | $75,000 | |
| CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION | |||||||
| 625 JAMAICA AVE | BROOKLYN | NY | 112081203 | PC | AFFORDABLE HOUSING DEVELOPMENT PROGRAM | $40,000 | |
| DALLAS COUNTY COMMUNITY COLLEGE DISTRICT | |||||||
| 1601 LAMAR STREET STE 130 | DALLAS | TX | 75215 | PC | DCCCD WORKFORCE NETWORK | $142,500 | |
| DC CENTRAL KITCHEN | |||||||
| 425 SECOND STREET | WASHINGTON | DC | 20001 | PC | FOSTERING LONG-TERM SELF SUFFICIENCY AMONG AT-RISK ADULTS | $35,000 | |
| DC COLLEGE ACCESS PROGRAM | |||||||
| 1400 L ST NW STE 400 | WASHINGTON | DC | 200053592 | PC | SISP: STEM INCENTIVE AND SCHOLARSHIP PROGRAM | $90,000 | |
| DELGADO COMMUNITY COLLEGE FOUNDATION | |||||||
| 615 CITY PARK AVENUE | NEW ORLEANS | LA | 70119 | PC | MAKE IT COUNT: BRIDGING THE GAP BETWEEN NON-CREDIT AND CREDIT | $125,000 | |
| ENTERPRISE COMMUNITY PARTNERS INC | |||||||
| 70 CORPORATE CENTER SUITE 700 | COLUMBIA | MD | 21044 | PC | ENTERPRISE'S NATIONAL PRESERVATION INITIATIVE & CALIFORNIA CAP AND TRADE PROGRAM | $150,000 | |
| FIFTH AVENUE COMMITTEE INC | |||||||
| 172 FIFTH AVENUE BOX 137 | BROOKLYN | NY | 11217 | PC | FINANCIAL AND CREDIT COUNSELING | $10,000 | |
| FUTURES AND OPTIONS INC | |||||||
| 120 BROADWAY SUITE 1019 | NEW YORK | NY | 102713399 | PC | CAREER ESSENTIALS AND THE INTERNSHIP PROGRAM | $40,000 | |
| GARDEN STATE EPISCOPAL COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 118 SUMMIT AVENUE | JERSEY CITY | NJ | 07304 | PC | AFFORDABLE HOUSING AND NEIGHBORHOOD REVITALIZATION | $20,000 | |
| GATEWAY DEMONSTRATION ASSISTANCE CORPORATION | |||||||
| 588 BROADWAY 1208 | NEW YORK | NY | 100123229 | PC | GATEWAY HOUSING SHELTER REDEVELOPMENT INITIATIVE | $15,000 | |
| GODDARD RIVERSIDE COMMUNITY CENTER | |||||||
| 593 COLUMBUS AVE | NEW YORK | NY | 100241904 | PC | OPTIONS CENTER SUCCESS PROGRAM | $65,000 | |
| GRAMEEN AMERICA INC | |||||||
| 150 WEST 30TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | PC | NATIONAL TECHNOLOGY CAPACITY BUILDING INITIATIVE | $185,000 | |
| HABITAT FOR HUMANITY NEWARK INC | |||||||
| 58 PARK PLACE 4TH FL | NEWARK | NJ | 07102 | PC | AFFORDABLE HOUSING INITIATIVE | $5,000 | |
| HABITAT FOR HUMANITY OF TRENTON | |||||||
| 601 N CLINTON AVE | TRENTON | NJ | 08638 | PC | EWING DUPLEX | $5,000 | |
| HOPE COMMUNITY INC | |||||||
| 174 E 104TH ST | NEW YORK | NY | 100294916 | PC | HOPE CONNECTS | $10,000 | |
| HOSTOS COMMUNITY COLLEGE | |||||||
| 560 EXTERIOR STREET | BRONX | NY | 10451 | PC | HOSTOS COLLEGE AND CAREER PATHWAYS | $146,500 | |
| HOUSING ACTION COUNCIL INC | |||||||
| 55 SOUTH BROADWAY | TARRYTOWN | NY | 105914000 | PC | HOUSING DEVELOPMENT SERVICES PROGRAM | $30,000 | |
| HOUSING AND COMMUNITY DEVELOPMENT NETWORK OF NJ | |||||||
| 145 W HANOVER ST | TRENTON | NJ | 086184823 | PC | NETWORK HOUSING COUNSELING ASSOCIATION | $50,000 | |
| HOUSING AND NEIGHBORHOOD DEVELOPMENT SERVICES INC | |||||||
| 15 S ESSEX AVENUE REAR | ORANGE | NJ | 070502607 | PC | OPERATION NEIGHBORHOOD IMPACT 2016-17 | $15,000 | |
| HOUSING PARTNERSHIP | |||||||
| 2 EAST BLACKWELL STREET | DOVER | NJ | 078014645 | PC | HOMEBUYER EDUCATION AND COUNSELING | $10,000 | |
| HOUSTON INDEPENDENT SCHOOL DISTRICT FOUNDATION | |||||||
| 4400 WEST 18TH STREET | HOUSTON | TX | 770928501 | PC | DREAM ON/STEAM ON | $10,000 | |
| I HAVE A DREAM FOUNDATION - NEW YORK | |||||||
| 322 8TH AVE STE 202 | NEW YORK | NY | 100016852 | PC | COLLEGE SUCCESS PROGRAM | $35,000 | |
| IRONBOUND COMMUNITY CORPORATION | |||||||
| 317 ELM STREET | NEWARK | NJ | 07105 | PC | TERRELL HOMES IMPROVEMENT PLAN | $10,000 | |
| ISLES INC | |||||||
| 10 WOOD STREET | TRENTON | NJ | 086183921 | PC | ISLES' HOUSING COUNSELING | $10,000 | |
| KINGSBOROUGH COMMUNITY COLLEGE | |||||||
| 2001 ORIENTAL BOULEVARD | BROOKLYN | NY | 11235 | PC | IMPLEMENTING A DATA-TRACKING STRATEGY TO INFORM INSTITUTIONAL GROWTH & IMPROVE STUDENT OUTCOMES | $149,941 | |
| LA CASA DE DON PEDRO | |||||||
| 75 PARK AVE | NEWARK | NJ | 071041034 | PC | LA CASA COMMUNITY FINANCIAL EMPOWERMENT INITIATIVE | $15,000 | |
| LAGUARDIA COMMUNITY COLLEGE FOUNDATION | |||||||
| 3110 THOMSON AVE | LONG ISLAND CITY | NY | 111013007 | PC | FEEDBACK360 | $122,327 | |
| LEAP INC | |||||||
| 621 DEGRAW ST | BROOKLYN | NY | 112173120 | PC | HIGH-IMPACT SECTOR FOCUSED TRAINING FOR LOW-INCOME NEW YORKERS | $50,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 501 SEVENTH AVENUE | NEW YORK | NY | 10018 | PC | PRESERVING SECTION 202 PRAC AFFORDABLE HOUSING FOR LOW-INCOME SENIORS | $100,000 | |
| LONG ISLAND HOUSING PARTNERSHIP INC | |||||||
| 180 OSER AVENUE SUITE 800 | HAUPPAUGE | NY | 117883737 | PC | PRE-PURCHASE HOMEBUYER EDUCATION AND FAIR HOUSING INITIATIVES PROGRAM | $50,000 | |
| LOW INCOME INVESTMENT FUND | |||||||
| 50 CALIFORNIA ST SUITE 2900 | SAN FRANCISCO | CA | 94111 | PC | AFFORDABLE HOUSING LENDING INITIATIVE (ALI) | $100,000 | |
| LOW INCOME INVESTMENT FUND | |||||||
| 50 CALIFORNIA ST SUITE 2900 | SAN FRANCISCO | CA | 94111 | PC | LIIF'S NEW YORK AFFORDABLE HOUSING INVESTMENT INITIATIVE | $20,000 | |
| MERCY LOAN FUND | |||||||
| 1999 BROADWAY STE 1000 | DENVER | CO | 802025704 | PC | PROVIDING AFFORDABLE HOUSING CAPITAL THROUGH PLEDGING OF ASSETS TO THE FHLB OF TOPEKA | $75,000 | |
| MINKWON CENTER FOR COMMUNITY ACTION INC | |||||||
| 136-19 41ST AVENUE 3FL | FLUSHING | NY | 113552442 | PC | FLUSHING HOUSING PROJECT | $15,000 | |
| MISSION ASSET FUND | |||||||
| 3269 MISSION STREET | SAN FRANCISCO | CA | 941101898 | PC | FROM PLAN TO REALITY: LAUNCHING THE LENDING CIRCLES APP | $175,000 | |
| MONTGOMERY COLLEGE FOUNDATION INC | |||||||
| 9221 CORPORATE BOULEVARD | ROCKVILLE | MD | 20850 | PC | BUILDING ALLIANCES TOWARD STACKABLE CREDENTIALS | $126,121 | |
| NATIONAL COALITION FOR ASIAN PACIFIC AMERICAN COMMUNITY DEVELOPMENT | |||||||
| 1628 16TH STREET NW 4TH FLOOR | WASHINGTON | DC | 200093064 | PC | HOUSING COUNSELING & FINANCIAL CAPABILITY INTERMEDIARY PROGRAM | $100,000 | |
| NATIONAL COMMUNITY STABILIZATION TRUST | |||||||
| 910 17TH ST NW STE 500-A | WASHINGTON | DC | 200062623 | PC | BALTIMORE VACANT BUILDINGS | $75,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF JAMAICA INC | |||||||
| 89-70 162ND ST | JAMAICA | NY | 114325072 | PC | AFFORDABLE HOUSING REHAB | $7,500 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW YORK CITY INC | |||||||
| 307 WEST 36TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | PC | NHSNYC'S SUSTAINABLE HOMEOWNERSHIP INITIATIVE | $30,000 | |
| NEIGHBORHOOD REINVESTMENT CORPORATION | |||||||
| 999 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | PC | SUSTAINABLE HOMEOWNERSHIP, NEIGHBORWORKS TRAINING INSTITUTES AND SCHOLARSHIPS, AND COMMUNITY STABILIZATION IN WEST BALTIMORE | $200,000 | |
| NEW DESTINY HOUSING CORPORATION | |||||||
| 12 WEST 37TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | PC | FAMILY SUPPORT PROGRAM | $20,000 | |
| NEW JERSEY COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 32 SPRUCE STREET | PATERSON | NJ | 07501 | PC | PARK CORNER PLAZA | $15,000 | |
| NEW LEADERS INC | |||||||
| 30 WEST 26TH STREET 10TH FLOOR | NEW YORK | NY | 10010 | PC | EMERGING LEADERS/ASPIRING PRINCIPALS | $50,000 | |
| NEW YORK MORTGAGE COALITION | |||||||
| 85 BROAD ST 17TH FL | NEW YORK | NY | 100042376 | PC | NYMC PRE-PURCHASE HOMEOWNERSHIP COUNSELING | $50,000 | |
| NORTHERN MANHATTAN IMPROVEMENT CORPORATION | |||||||
| 45 WADSWORTH AVENUE | NEW YORK | NY | 100337038 | PC | AFFORDABLE HOUSING TECHNICAL ASSISTANCE PROJECT | $15,000 | |
| NORTHERN VIRGINIA COMMUNITY COLLEGE | |||||||
| 4001 WAKEFIELD CHAPEL ROAD | ANNANDALE | VA | 220033796 | PC | CYBERSECURITY CAREER PATHWAYS PROJECT | $100,000 | |
| ONEGOAL | |||||||
| 55 EXCHANGE PLACE SUITE 503 | NEW YORK | NY | 10005 | PC | CONTINUED EXPANSION IN NEW YORK CITY | $40,000 | |
| OPPORTUNITY FINANCE NETWORK | |||||||
| 620 CHESTNUT ST STE 572 | PHILADELPHIA | PA | 191063411 | PC | CDFI CAPACITY BUILDING AND RESEARCH | $125,000 | |
| PARAPROFESSIONAL HEALTHCARE INSTITUTE INC | |||||||
| 400 EAST FORDHAM ROAD 11TH FLOOR | BRONX | NY | 10458 | PC | STRENGTHENING HOME CARE EMPLOYMENT: EXPANDING OPPORTUNITIES FOR ECONOMIC SECURITY IN LOW-INCOME NEW YORK CITY COMMUNITIES | $40,000 | |
| PLANO ISD EDUCATION FOUNDATION | |||||||
| 2700 W 15TH ST | PLANO | TX | 750757524 | PC | AVID AND MATH CORP SUMMER PROGRAM | $40,000 | |
| PRATT AREA COMMUNITY COUNCIL INC | |||||||
| 1000 DEAN STREET ROOM 420 | BROOKLYN | NY | 11238 | PC | NEIGHBORHOOD STABILIZATION INITIATIVE | $40,000 | |
| PRINCE GEORGE'S COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 301 LARGO RD KENT 100 | LARGO | MD | 207742109 | PC | PRINCE GEORGE'S COMMUNITY COLLEGE'S WORKFORCE DEVELOPMENT TRANSITION MODEL - CREATING AND ALIGNING PATHWAYS FROM NON-CREDIT COURSEWORK TO DEGREES OR INDUSTRY CERTIFICATIONS. | $149,346 | |
| PROJECT GRAD HOUSTON | |||||||
| 3000 RICHMOND AVE STE 400 | HOUSTON | TX | 770983111 | PC | THE GRAD SCHOLAR PROGRAM, PLANNING FOR TECHNOLOGY DEVELOPMENT | $50,000 | |
| PROJECT HOSPITALITY INC | |||||||
| 100 PARK AVE | STATEN ISLAND | NY | 103021440 | PC | 411 VANDERBILT AVENUE | $20,000 | |
| QUEENS COMMUNITY HOUSE | |||||||
| 108-25 62ND DRIVE | QUEENS | NY | 113751217 | PC | QCH HOUSING PRESERVATION AND ORGANIZING PROGRAM | $20,000 | |
| RED HOOK INITIATIVE | |||||||
| 767 HICKS ST | BROOKLYN | NY | 112312547 | PC | RHI YOUTH LEADERS HIGH SCHOOL YOUTH WORKFORCE DEVELOPMENT PROGRAM | $30,000 | |
| RESEARCH FOUNDATION OF CUNY ON BEHALF OF BRONX COMMUNITY COLLEGE | |||||||
| 2155 UNIVERSITY AVE | BRONX | NY | 104532804 | PC | CYBER SECURITY AND NETWORKING NONCREDIT TO CREDIT TRAINING PROGRAM | $145,975 | |
| RESTORED HOMES HDFC | |||||||
| 150 BROADWAY RM 2101 | NEW YORK | NY | 100384484 | PC | SMALL HOMES REHAB - NYCHA | $25,000 | |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| 6425 BOAZ STE G03 | DALLAS | TX | 75205 | PC | THE SCHOOL ZONE - NDHS | $10,000 | |
| SOUTHWEST KEY PROGRAMS INC | |||||||
| 6002 JAIN LN | AUSTIN | TX | 787213104 | PC | EAST AUSTIN COLLEGE PREP INQUIRY BASED LEARNING PROGRAM | $10,000 | |
| SUMMER SEARCH | |||||||
| 90 BROAD STREET SUITE 701 | NEW YORK | NY | 10004 | PC | TECHNOLOGY THAT SUPPORTS COLLEGE SUCCESS | $35,000 | |
| THE CENTER FOR URBAN PEDAGOGY INC | |||||||
| 232 THIRD STREET D201 | BROOKLYN | NY | 11215 | PC | WHAT IS ULURP? TOOLKIT | $10,000 | |
| THE DOOR - A CENTER OF ALTERNATIVES INC | |||||||
| 121 AVE OF THE AMERICAS SUITE 506 | NEW YORK | NY | 100131535 | PC | THE DOOR'S EPOCH CAREER AND EDUCATION | $25,000 | |
| THE FORTUNE SOCIETY INC | |||||||
| 29-76 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | PC | "THE CASTLE" PEER-TO-PEER PROGRAM | $15,000 | |
| THE OPPORTUNITY NETWORK INC | |||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | PC | THE OPPORTUNITY NETWORK CAREER FLUENCY: FELLOWS AND PREP PROGRAM | $65,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 2150 SHATTUCK AVE STE 300 | BERKELEY | CA | 947045940 | PC | Y-PLAN NYC: BUILDING NYC CAPCITY AND IMPACT THROUGH TECHNOLOGY, INNOVATION AND K-16 SYSTEM BUILDING. | $100,000 | |
| THE RESEARCH FOUNDATION ON BEHALF OF QUEENSBOROUGH COMMUNITY COLLEGE | |||||||
| 230 W 41ST ST FL 7 | NEW YORK | NY | 100367207 | PC | DATA-INFORMED MODEL IN DRIVING CREDIT/NON-CREDIT ALIGNMENT AND DEVELOPMENTAL SUCCESS | $125,509 | |
| TRI-CITY PEOPLES CORPORATION | |||||||
| 55 WASHINGTON STREET | EAST ORANGE | NJ | 07017 | PC | AFFORDABLE HOUSING | $10,000 | |
| TRINITY RIVER MISSION INC | |||||||
| 2060 SINGLETON BLVD SUITE 104 | DALLAS | TX | 752122807 | PC | BELIEVE & ACHIEVE (B&A) YOUTH DEVELOPMENT AND SCHOLARSHIP PROGRAM: HELPING AT-RISK YOUTH REALIZE THEIR FULL POTENTIAL | $10,000 | |
| UDC - COMMUNITY COLLEGE WORKFORCE DEVELOPMENT & LIFELONG LEARNING | |||||||
| 801 N CAPITOL STREET NE | WASHINGTON | DC | 20002 | PC | UDC-CC | $96,600 | |
| UNCOMMON SCHOOLS INC | |||||||
| 826 BROADWAY FL 9 | NEW YORK | NY | 100034826 | PC | DATA-DRIVEN COLLEGE ACCESS AND SUCCESS IN NEWARK | $45,000 | |
| UNITED WAY OF METROPOLITAN DALLAS | |||||||
| 1800 N LAMAR ST | DALLAS | TX | 752021701 | PC | PATHWAYS TO WORK | $20,000 | |
| UNITED WAY OF NEW YORK CITY | |||||||
| 205 EAST 42 STREET | NEW YORK CITY | NY | 10017 | PC | CHANGE CAPITAL FUND | $75,000 | |
| UNIVERSITY NEIGHBORHOOD HOUSING PROGRAM | |||||||
| 2751 GRAND CONCOURSE | BRONX | NY | 104683001 | PC | UNHP MULTIFAMILY ASSISTANCE CENTER AND BIP | $25,000 | |
| URBAN ALLIANCE FOUNDATION INC | |||||||
| 2030 Q ST NW | WASHINGTON | DC | 200091010 | PC | HIGH SCHOOL INTERNSHIP PROGRAM IN DC AND NORTHERN VIRGINIA; APP DEVELOPMENT IN BALTIMORE | $60,000 | |
| URBAN JUSTICE CENTER | |||||||
| 40 RECTOR STREET 9TH FLOOR | NEW YORK | NY | 10006 | PC | PRESERVING AFFORDABLE HOUSING FOR LOW-INCOME NYC TENANTS | $10,000 | |
| VOLUNTEERS OF AMERICA INC | |||||||
| 1660 DUKE STREET | ALEXANDRIA | VA | 22314 | PC | AFFORDABLE HOUSING AND HOMELESS SOLUTIONS INITIATIVE | $100,000 | |
| WEST HARLEM GROUP ASSISTANCE INC | |||||||
| 1652 AMSTERDAM AVENUE | NEW YORK | NY | 100316166 | PC | RANDOLPH HOUSES RESIDENT SOCIAL SERVICES PROGRAM | $10,000 | |
| WESTCHESTER RESIDENTIAL OPPORTUNITIES INC | |||||||
| 470 MAMARONECK AVE SUITE 410 | WHITE PLAINS | NY | 106051830 | PC | RESIDENTIAL STABILITY | $5,000 | |
| YEAR UP INC | |||||||
| 45 MILK STREET | BOSTON | MA | 02109 | PC | SHARING THE ALUMNI GENERATION | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,128,027 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,254 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $681,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,396 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $789,350 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $789,350 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAPITAL ONE NATIONAL ASSOCIATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1680 CAPITAL ONE DRIVE | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,837,569 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (5 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| INFORMATION REGARDING CONTRIBUTION, GRANT, LOAN, SCHOLARSHIP, ETC., PROGRAMS | FORM 990-PF, PART XV, LINE 2 | THE FOUNDATION FOCUS AREAS INCLUDE EDUCATION, WORKFORCE DEVELOPMENT, AFFORDABLE HOUSING AND COMMUNITY DEVELOPMENT. BELOW IS THE PROCESS IN WHICH A DISBURSEMENT IS MADE:- THE FOUNDATION'S GEOGRAPHIC FOOTPRINT SERVES: - VA - DC METRO AREA - LA - GREATER NEW ORLEANS - TX - GREATER DALLAS AND GREATER HOUSTON - NY - NEW YORK CITY ( FIVE BOROUGHS AND LONG ISLAND) - NJ - NORTHERN AND MID NEW JERSEY - NATIONAL - WITHIN EACH GEOGRAPHIC LOCATION ARE RELATIONSHIP MANAGERS WHO WORK DIRECTLY WITH THE NON-PROFIT PARTNERS IN THE SPECIFIC FOCUS AREAS THAT HAVE PROGRAMMING ACROSS THE FOUNDATION'S FOOTPRINT. - GRANTS ARE ONLY GIVEN TO 501(C)3'S - WHEN RELATIONSHIP MANAGERS HAVE AN APPROPRIATE OPPORTUNITY FOR THE FOUNDATION, THEY GO TO AN ONLINE GRANT APPLICATION MANAGEMENT SYSTEM, CYBERGRANTS, WHERE INFORMATION IS COLLECTED FROM THE ORGANIZATION THAT INCLUDES THE PURPOSE OF THE PROGRAM, MISSION OF THE ORGANIZATION, GOALS AND PROGRAM METRICS. TO ACCESS THE FOUNDATION'S CYBERGRANTS SYSTEM GO TO: WWW.CYBERGRANTS.COM/CAPITALONE/FOUNDATION. - OTHER ORGANIZATIONS MAY ALSO APPLY FOR A GRANT THROUGH THE CYBERGRANTS SYSTEM; HOWEVER THE POINT OF ENTRY IS DIFFERENT FROM THE FOUNDATION'S WEBSITE. - ONCE PROVIDED WITH A GRANT INVITATION FROM THE RELATIONSHIP MANAGER, A NON-PROFIT CAN GO TO THE SITE, CREATE AN ACCOUNT, VIEW AN OVERVIEW OF THE FOUNDATION, AND THEN APPLY FOR A GRANT (BASED ON YEARLY BUDGET.) - NOTE: THE GRANT APPLICATION SERVER IS USERNAME AND PASSWORD PROTECTED FOR ACCESS OTHER THAN SIMPLY FILLING OUT AN APPLICATION. BELOW IS A LISTING OF THOSE WHO HAVE ACCESS TO THE GRANT APPLICATION SERVER. - RELATIONSHIP MANAGERS - ACCESS TO APPLICATION ENTRY LISTING - CATHERINE FOCA, NAOMI SMOUHA, MARIADELE PRIEST, DANIEL KAMINS, DAVID HANZEL, JESSA THOMAS, CARLYE GREENE, VICKI ELIS AND CHRISTIAN MARTINEZ. |
| LINE 1 | FORM 990-PF, PART IX-A | NEIGHBOORHOOD REINVESTMENT- $200,000NEIGHBORWORKS AMERICA IS THE PREMIER PROVIDER OF COMMUNITY DEVELOPMENT TRAINING IN THE US, OFFERING 300+ PROFESSIONAL COURSES IN HOMEOWNERSHIP EDUCATION, FORECLOSURE COUNSELING, COMMUNITY DEVELOPMENT AND LEADERSHIP. OUR NATIONAL TRAINING FOCUSES ON PROFESSIONALIZING THE COMMUNITY DEVELOPMENT FIELD AND STRENGTHENING THE TOP LEADERSHIP AT ORGANIZATIONS. IN 2015, OVER 21,700 TRAINING CERTIFICATES WERE AWARDED TO COMMUNITY DEVELOPMENT PROFESSIONALS NATIONALLY. OVER 3,000 ORGANIZATIONS AND MUNICIPALITIES PARTICIPATED IN A BROAD ARRAY OF OUR TRAININGS. THE SUSTAINABLE HOMEOWNERSHIP PROJECT (SHP) WAS CREATED IN RESPONSE TO OUR NETWORK'S REQUEST FOR LEADERSHIP, RESOURCES, AND SUPPORT TO PURSUE A LARGE INCREASE IN HOMEOWNERSHIP PRODUCTION. THE PROJECT IS MANAGED IN CYCLES TO MAINTAIN MOMENTUM AND HARNESS LESSONS EASILY. BUSINESS MODELS AND END-PRODUCTS ARE BEING DEVELOPED IN COLLABORATION WITH OUR NWOS. INNOVATIVE CUSTOMER FACING TECHNOLOGY INCORPORATES BRAND THEMES, IS ACCESSIBLE VIA LAPTOP OR SMART PHONE, AND ENABLES CONVENIENT 24/7 VIRTUAL CUSTOMER ACCESS TO SERVICES. PROSPECTIVE BUYERS CAN CREATE THEIR OWN ACCOUNTS, UPLOAD/DOWNLOAD DOCUMENTS, SCHEDULE APPOINTMENTS, PAY FOR SERVICES AND GAIN ACCESS TO A LIBRARY THAT ENABLES A CUSTOMIZED USER EXPERIENCE. WE WILL TAKE THE LEARNINGS AND ADVANTAGES OF PRIOR EXPERIENCES FROM OTHER DISTRESSED COMMUNITIES TO BEST INFORM STRATEGIES AND EFFORTS IN BALTIMORE. ONE OF NEIGHBORWORKS AMERICA'S UNIQUE STRENGTHS LIES IN OUR ABILITY TO CONNECT LOCAL ORGANIZATIONS AND ENABLE THEM TO BUILD OFF OF EACH OTHER'S BEST PRACTICES AND THE LEARNINGS FROM NETWORK ORGANIZATIONS ACROSS THE COUNTRY. IN ADDITION, SUCCESS MEASURE EVALUATION SERVICES WILL BE USED TO UNDERSTAND COMMUNITY IMPACT. SUCCESS MEASURES WILL DESIGN AN EVALUATION AND PROVIDE THE TECHNICAL ASSISTANCE SERVICES NEEDED TO FULLY SUPPORT THE GATHERING AND ANALYZING OF OUTCOME DATA TO DEMONSTRATE THE RESULTS OF THE WEST BALTIMORE EFFORTS. |
| LINE 2 | FORM 990-PF, PART IX-A | GRAMEEN- $185,000TO MEET THE MULTIPLE, COMPLEX COMPLIANCE REQUIREMENTS OF THE U.S. CAPITAL LENDING ENVIRONMENT AND CONTINUE TO INTEGRATE OUR MEMBERS INTO THE FINANCIAL MAINSTREAM, GRAMEEN AMERICA MUST MOVE TOWARDS BEST-IN-CLASS TECHNOLOGICAL SYSTEMS INCLUDING ACCOUNTING, CORE LOAN MANAGEMENT, TREASURY MANAGEMENT, IMPACT AND CREDIT REPORTING SYSTEMS. OUR TECHNOLOGY INNOVATIONS AIM TO RADICALLY TRANSFORM THE EXPERIENCE OF OUR MEMBERS AND STAFF. WE ARE TRANSITIONING TO A CLOUD BASED SYSTEM DEVELOPED BY MAMBU. THE NEW MIS HAS A BROAD RANGE OF CAPABILITIES ALLOWING GRAMEEN TO SCALE MORE EFFICIENTLY AND TRANSITION TO CASHLESS AND PAPERLESS TRANSACTIONS. GRAMEEN SELECTED MAMBU AFTER ALMOST TWO YEARS OF TESTING IN OUR PUERTO RICO BRANCH. MAMBU IS AN ALL-INCLUSIVE BANKING SOFTWARE SERVICE. THE FEATURES REPRESENT AN INCREASED LEVEL OF SOPHISTICATION AND MORE BENEFITS FOR OUR MEMBERS. MAMBU WILL GIVE US THE MIS SYSTEM WE NEED IN ORDER TO ACHIEVE SCALE. THE FOUR MOST IMPORTANT PILLARS OF THIS NEW SYSTEM ARE: DATA SECURITY; INTEGRATION; AUDIT AND ACCOUNTABILITY; SCALABILITY. GRAMEEN MADE SIGNIFICANT TECHNOLOGICAL STRIDES IN 2016. MIS INFRASTRUCTURE BUILD-OUT FOR ALL BRANCHES WILL BE COMPLETED Q1 2017. THIS ROLL-OUT TO ALL 19 BRANCHES IS ESSENTIAL AND SIGNIFICANTLY INCREASES GRAMEEN'S CAPACITY TO MANAGE RAPID NATIONAL GROWTH AND ENABLES CONTINUAL ENHANCEMENT OF PRODUCTS AND SERVICES TO EMPOWER LOW-INCOME WOMEN ENTREPRENEURS, HELPING BRIDGE THE GAP IN WOMEN'S FINANCIAL INCLUSION AND TRANSFORMING THE WAY IN WHICH THEY DO BUSINESS. AN $185,000 INVESTMENT FROM CAPITAL ONE WILL CONTINUE TO EXPAND THE QUALITY AND CAPACITY OF GRAMEEN'S INVESTMENT IN OVER 50,000 WOMEN AND MINORITY OWNED MICROBUSINESSES ACROSS THE U.S. DURING THE GRANT PERIOD. IN ADDITION, THIS INVESTMENT WILL BUILD CAPACITY FOR SUBSEQUENT TECHNOLOGY SOLUTIONS TO OUR BUSINESSES NEEDS INCLUDING: IMPACT DATA COLLECTION, LOAN DISBURSEMENT ON PRE-PAID CARDS, AND AFFORDABLE ELECTRONIC CONVERSION OF CASH TO DIGITAL LOAN REPAYMENTS. |
| LINE 3 | FORM 990-PF, PART IX-A | MISSION ASSET- $175,000AN AWARD-WINNING NONPROFIT, MAF IS TRAILBLAZING THE PATH FOR CREATING RESPONSIBLE FINANCIAL PRODUCTS. MAF'S CURRENT NETWORK OF 51 LENDING CIRCLES PARTNERS HAS HELPED THOUSANDS OF PARTICIPANTS BUILD CREDIT AND SAVE FOR LIFE GOALS. OUR VISION IS TO DOUBLE OUR NETWORK IN THE NEXT FEW YEARS, EXPANDING TO OVER 100 PARTNERS AND REACHING 13,500 PARTICIPANTS WHO WILL BORROW $12 MILLION IN ZERO-INTEREST LOANS. HOWEVER, ACHIEVING THIS GOAL WILL REQUIRE NEW TOOLS FOR KEEPING PARTICIPANTS CONNECTED AND ENGAGED. WITH THIS GOAL IN MIND, MAF'S NEXT CHALLENGE IS TO LAUNCH A MOBILE APP TO ENGAGE PROGRAM PARTICIPANTS AT SCALE. RECENT SUPPORT FROM CAPITAL ONE HAS ENABLED MAF TO LAY THE GROUNDWORK FOR THIS PROJECT. WE HAVE BUILT THE APP REQUIREMENTS AND PROJECT ROADMAP, HIRED A DEVELOPER FIRM, AND ASSEMBLED A TECH ADVISORY COUNCIL TO PROVIDE STRATEGIC FEEDBACK. THE NEXT STEP? BRINGING THAT VISION TO OUR CLIENTS' FINGERTIPS. CONTINUED SUPPORT FROM CAPITAL ONE WILL ENABLE MAF TO BUILD, TEST, AND LAUNCH THE BETA VERSION OF A LENDING CIRCLES APP BY MAY 2017. THIS VERSION WILL GIVE CLIENTS ON-DEMAND ACCESS TO LOAN INFORMATION, SEND AUTOMATIC PAYMENT REMINDERS, AND INTEGRATE WITH SALESFORCE. THROUGH A ROBUST TESTING PROCESS, WE WILL ENGAGE UP TO 30 INDIVIDUALS TO TEST AND PROVIDE FEEDBACK ON THE APP EXPERIENCE - INCLUDING A SPECIAL DESIGN CHALLENGE TO GATHER INPUT AT THE LENDING CIRCLES SUMMIT IN OCTOBER 2016. BY MAY 2017, WE EXPECT THAT 100 INDIVIDUALS WILL HAVE DOWNLOADED AND BEGUN USING THE APP. ONCE COMPLETE, THE NEW APP WILL ENSURE PARTICIPANTS CAN GET QUICK INFORMATION ON THEIR SOCIAL LOANS, STAY ON TRACK WITH FINANCIAL GOALS, AND CONNECT TO ONE ANOTHER. THE APP ALSO WILL INCREASE MAF AND PARTNER STAFF MEMBERS' CAPACITY FOR PROGRAM DELIVERY BY REDUCING THE TIME SPENT FIELDING INDIVIDUAL INQUIRIES ABOUT THEIR LOANS. WITH CAPITAL ONE'S SUPPORT, WE WILL LEVERAGE MOBILE TECHNOLOGY TO EMPOWER CONSUMERS AND BUILD BRIGHTER FINANCIAL FUTURES FOR COMMUNITIES ACROSS THE COUNTRY. |
| LINE 4 | FORM 990-PF, PART IX-A | ASPEN- $160,000IN THE MIC, FIELD WILL OFFER THE FOLLOWING: O TWO 2-3 DAY LEARNING MEETINGS OF THE MIC MEMBERS. AGENDAS FOR LEARNING MEETINGS WITH BE DESIGNED IN COLLABORATION WITH THE MIC MEMBERS, BASED ON CRITICAL ISSUES AND TOPICS THEY ARE CONFRONTING. O TWO HALF-DAY THOUGHT-LEADERSHIP EVENTS IN WASHINGTON DC, TO BE HELD THE DAY PRIOR TO THE MIC LEARNING MEETINGS. THESE MEETINGS WILL ENGAGE FUNDERS AND POLICY MAKERS IN A DIALOGUE REGARDING THE KEY OPPORTUNITIES AND CHALLENGES FACING GROWTH-ORIENTED MICROLENDERS, WITH THE GOAL OF STRENGTHENING INVESTMENT AND POLICY SUPPORT. ONE MEETING WILL BE TARGETED AT FUNDERS (INCLUDING PUBLIC AGENCY FUNDERS SUCH AS THE CDFI FUND AND SBA), AND HELD AT THE ASPEN INSTITUTE'S OFFICES. THE SECOND MEETING WILL BE A CAPITOL HILL BRIEFING TARGETED AT CONGRESSIONAL STAFF. O A THOUGHT-LEADERSHIP PIECE ON LOAN PRICING. MANY FUNDERS AND INVESTORS IN US MICROFINANCE LIMIT THE PRICES LENDERS CAN CHARGE ON THEIR LOANS. FOR MICROLENDERS SEEKING TO GROW IN ORDER TO COMPETE AGAINST EXTREMELY HIGH-COST LENDERS, PRICE LIMITS CAUSE SIGNIFICANT CHALLENGES. THE MIC WILL AUTHOR AND DISSEMINATE A PAPER THAT DESCRIBES THE CURRENT PRICING CONTEXT AND ISSUES. IN THE ELM SQUARED ALUMNI PROGRAM, FIELD WILL OFFER THE FOLLOWING: O 2-3 FULL-DAY MEETINGS OF ELM SQUARED ALUMNI. MEETINGS WILL BE HELD IN SAN FRANCISCO AND NEW YORK CITY, WHERE THERE ARE CONCENTRATIONS OF ELM SQUARED FELLOWS. WE WILL ALSO EXPLORE THE POTENTIAL FOR THE THIRD EVENT IN WASHINGTON. PARTICIPATION WILL BE OPEN TO ALL FELLOWS; WE ANTICIPATE 8-15 ATTENDEES AT THESE EVENTS. MEETINGS WILL CENTER ON CONTENT RELATED TO KEY LEADERSHIP AND MANAGEMENT SKILLS AND NEEDS IDENTIFIED BY THE ELM SQUARED ALUMNI. O 1-2 INFORMAL GATHERINGS OF ALUMNI ATTENDING INDUSTRY CONFERENCES (SUCH AS THE OFN AND AEO CONFERENCES). FIELD WILL ALSO EXPLORE HOLDING JOINT TRAININGS OR WEBINARS FOR MIC MEMBERS AND ELM SQUARED FELLOWS, AND WORK TO INCLUDE MIC MEMBERS AND ELM SQUARED ALUMNI IN ASPEN INSTITUTE PUBLIC EVENTS. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (36 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS SR NT | $39,949 | $39,949 |
| ADVISORS SER TR PIA BBB BOND FUND | $508,787 | $508,787 |
| AGILENT TECHNOLOGIES INC SR NT | $35,170 | $35,170 |
| AMERICAN INTL GROUP INC MEDIUM TERM | $36,601 | $36,601 |
| ARCHER DANIELS MIDLAND CO SR GLBL | $42,602 | $42,602 |
| ASSOCIATED BANC CORP SR GLBL NT | $40,203 | $40,203 |
| AT&T INC GLOBAL NT | $42,118 | $42,118 |
| BOEING CAP CORP SR NT | $37,867 | $37,867 |
| BUNGE LTD FIN CORP SR NT | $43,309 | $43,309 |
| CADENCE DESIGN SYSTEM INC SR NT | $44,222 | $44,222 |
| CITIGROUP INC SR NT | $37,423 | $37,423 |
| CONTINENTAL RESOURCES INC SR NT | $35,063 | $35,063 |
| COSTCO WHSL CORP NEW SR BD | $35,063 | $35,063 |
| CRANE CO SR NT | $35,539 | $35,539 |
| F M C CORP SR NT | $35,238 | $35,238 |
| JPMORGAN CHASE & CO SR NT DUE 01/24/22 | $43,245 | $43,245 |
| LEGG MASON BW INTERNATIONAL OPPORTUNITIES BOND FUND CL I | $221,984 | $221,984 |
| MCKESSON CORP NEW SR NT DUE 03/15/19 | $45,269 | $45,269 |
| MEDTRONIC INC SR GLBL | $46,440 | $46,440 |
| MONSANTO CO NEW SR GLBL NT DUE 07/15/24 | $39,926 | $39,926 |
| MOSAIC CO NEW SR NT DUE 11/15/23 | $35,393 | $35,393 |
| NBCUNIVERSAL MEDIA LLC SR NT DUE 01/15/23 | $35,018 | $35,018 |
| ORACLE CORP SR NT DUE 10/15/22 | $34,725 | $34,725 |
| PARKER HANNIFIN CORP MTNS SR NT DUE 11/21/24 | $37,179 | $37,179 |
| PIEDMONT OPER PARTNERSHIP LP SR NT DUE 03/15/24 | $34,962 | $34,962 |
| RYDER SYS MTN FR DUE 09/03/19 | $45,350 | $45,350 |
| SENIOR HSG PPTYS TR SR GLBL NT DUE 05/01/19 | $40,222 | $40,222 |
| SHIRE ACQUISITIONS INVTS IRELA SR DUE 09/23/21 | $43,566 | $43,566 |
| STATE STR CORP SR NT DUE 05/15/18 | $35,003 | $35,003 |
| STATOIL ASA GTD NT DUE 01/15/24 | $34,454 | $34,454 |
| SYSCO CORP SR GLBL DUE 04/01/19 | $39,969 | $39,969 |
| TEXTRON INC SR NT | $46,330 | $46,330 |
| TORONTO DOMINION BANK FR | $35,638 | $35,638 |
| WELLS FARGO ADVANTAGE SHORT-TERMHIGH YIELD BOND FUND | $741,035 | $741,035 |
| WELLS FARGO CO MTN SR L NT | $35,058 | $35,058 |
| WHIRLPOOL CORP SR GLBL NT | $35,107 | $35,107 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLEGHANY CORP DEL COM | $254,802 | $254,802 |
| ALTRIA GROUP INC COM | $270,412 | $270,412 |
| APPLE INC COM | $287,813 | $287,813 |
| BANK OF AMERICA CORP COM | $104,467 | $104,467 |
| BARCLAYS BK PLC IPATH DOW JONES UBS | $157,519 | $157,519 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | $474,435 | $474,435 |
| BLACKROCK INC COM | $250,015 | $250,015 |
| BRISTOL MYERS SQUIBB CO COM | $164,100 | $164,100 |
| CARMAX INC COM | $296,258 | $296,258 |
| CARNIVAL CORP PAIRED CTF | $289,974 | $289,974 |
| CHEVRON CORP NEW COM | $174,549 | $174,549 |
| CISCO SYS INC COM | $165,485 | $165,485 |
| COCA COLA CO COM | $131,345 | $131,345 |
| DEERE & CO COM | $213,293 | $213,293 |
| DOLLAR TREE INC COM | $293,901 | $293,901 |
| EDGEWELL PERS CARE CO COM | $283,420 | $283,420 |
| FEDEX CORP COM | $142,629 | $142,629 |
| GENERAL DYNAMICS CORP COM | $274,702 | $274,702 |
| GENERAL ELEC CO COM | $187,167 | $187,167 |
| ISHARES CORE S&P 500 ETF | $7,197,880 | $7,197,880 |
| ISHARES MSCI EAFE ETF | $3,401,509 | $3,401,509 |
| LILLY ELI & CO COM | $230,653 | $230,653 |
| LOWES COS INC COM | $152,055 | $152,055 |
| MOSAIC CO NEW COM | $76,933 | $76,933 |
| NEWMARKET CORP COM | $240,741 | $240,741 |
| NIKE INC CLASS B COM | $187,817 | $187,817 |
| NORFOLK SOUTHN CORP COM | $230,405 | $230,405 |
| O REILLY AUTOMOTIVE INC NEW COM | $207,694 | $207,694 |
| PFIZER INC COM | $30,482 | $30,482 |
| PROGRESSIVE CORP OHIO COM | $243,956 | $243,956 |
| SPDR S&P MIDCAP 400 ETF | $3,850,377 | $3,850,377 |
| UBS ALERIAN MLP INDEX ETN | $499,476 | $499,476 |
| VANGUARD FTSE EMERGING MARKETS ETF | $465,176 | $465,176 |
| VERIZON COMMUNICATIONS INC COM | $129,767 | $129,767 |
| VISA INC COM CL A | $232,968 | $232,968 |
| WELLS FARGO & CO NEW COM | $264,197 | $264,197 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,722,388 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,722,388 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH EQUIVALENTS | FMV | $2,405,905 | $2,405,905 |
| HOMESTEAD SMALL-COMPANY STOCK FUND | FMV | $1,876,894 | $1,876,894 |
| ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | FMV | $220,991 | $220,991 |
| PIA MBS BOND FUND #1620 | FMV | $134,628 | $134,628 |
| VANGUARD BD INDEX FD INC TOTAL BDMARKET ETF | FMV | $3,070,101 | $3,070,101 |
| VANGUARD SCOTTSDALE FDS VANGUARD | FMV | $4,264,461 | $4,264,461 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $3,556 | BOYBookValueAmt |
| EOY Book Value | $2,249 | EOYBookValueAmt |
| EOYFMV | $2,249 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEE | Desc |
| Revenue And Expenses Per Books | $86,531 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $43,265 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43,266 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $2,237,167 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $12,869 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $162,645 | Amt |
| Net Investment Income | $81,323 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $81,322 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $6,055 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |