MUSK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MUSK FOUNDATION (EIN 85-2133087)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349108074
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:24:00-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831356013 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATALYST FAMILY OFFICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5113 SOUTHWEST PARKWAY SUITE 275 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78735 | 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 | 852133087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUSK | BusinessNameControlTxt |
| Phone | 7372356956 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 341886 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78734 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JARED BIRCHALL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7372356956 | PhoneNum |
| Signature | 2025-11-17 | 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 | RONALD F GONG | PreparerPersonNm |
| PTIN | P00191544 | PTIN |
| Phone | 3258993143 | PhoneNum |
| 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 | $14,733,241,124 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $73,911,830 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,738,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,738,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,923 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,501,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,923 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,000,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $94,680,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,768,360 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,000,000 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $56,130 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $56,130 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,746 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $310 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $310 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $218,845 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $178,795 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $420,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $178,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,440 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $474,325,312 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $474,325,312 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $474,745,343 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $178,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,381,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$380,065,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,589,565 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,000,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $214,474,669 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,928,954 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,928,952 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $116,181,403 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $162,366,920 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $165,103,839 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,852,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,689,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,078,680,176 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,347,642 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,613,917 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $199,644,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $142,638,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $336,914,240 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $536,153,034 | TotalAssetsBOYAmt |
| Total Assets EOY | $462,970,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,733,241,124 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $536,153,034 | RetainedEarningBOYAmt |
| Retained Earning EOY | $462,970,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $536,153,034 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $462,970,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $536,153,034 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $462,970,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $536,153,034 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$380,065,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $306,882,799 | OtherIncreasesAmt |
| Subtotal | $462,970,680 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $462,970,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST COVERED | $17,700,000 | $17,700,000 | $0 | $0 |
| PUBLICLY TRADED SECURITIES - LT COVERED | $55,801,000 | $55,771,077 | $29,923 | $29,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,923 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $286,195 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $286,195 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $286,195 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $333,829 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $453,829 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $167,634 | OverpaymentAmt |
| Applied To ES Tax | $167,634 | 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 | TX | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MUSKFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7372356956 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 341886 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78734 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELON MUSK | ||||||||
| PO BOX 341886 | AUSTIN | TX | 78734 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| JARED BIRCHALL | ||||||||
| PO BOX 341886 | AUSTIN | TX | 78734 | SECRETARY & TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATILDA SIMON | ||||||||
| PO BOX 341886 | AUSTIN | TX | 78734 | DIRECTOR | 0.10 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATALYST FAMILY OFFICE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5113 SOUTHWEST PARKWAY SUITE 275 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $64,746 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $8,853,957,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,903,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,045,860,884 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,045,860,884 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,687,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,910,172,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $445,508,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $445,508,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $286,195 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $286,195 | TotalTaxAmt |
| Distributable Before Adj | $445,222,454 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $446,222,454 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $446,222,454 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,381,752 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $474,381,752 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $446,222,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $421,809,183 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $474,381,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $421,809,183 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,572,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $393,649,885 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELON MUSK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICA INSTITUTE FOR ROMAN CULTURE INC | ||||||||
| 3800 N LAMAR BLVD | AUSTIN | TX | 78756 | N/A | PC | SUPPORT HISTORICAL RESEARCH AND CULTURAL PRESERVATION | $1,000,000 | |
| AUSTIN HABITAT FOR HUMANITY | ||||||||
| 500 W BEN WHITE BLVD | AUSTIN | TX | 78704 | N/A | PC | SUPPORT AFFORDABLE HOUSING AND COMMUNITY DEVELOPMENT | $5,000,000 | |
| BABY2BABY | ||||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | N/A | PC | SUPPORT PROVIDING ESSENTIAL ITEMS TO LOW-INCOME FAMILIES | $930,000 | |
| CAMERON COUNTY EDUCATION INITIATIVE INC | ||||||||
| 3140 RUBEN TORRES SR BLVD | BROWNSVILLE | TX | 78526 | N/A | PF | SUPPORT THE PATIENT CARE TECHNICIAN CERTIFICATION PROGRAM | $295,500 | |
| CHILDREN'S MUSEUM OF BROWNSVILLE | ||||||||
| PO BOX 3762 | BROWNSVILLE | TX | 78523 | N/A | PC | SUPPORT CREATIVE LEARNING OPPORTUNITIES FOR CHILDREN | $150,000 | |
| CITY OF BROWNSVILLE | ||||||||
| 1001 E ELIZABETH STREET | BROWNSVILLE | TX | 78520 | N/A | GOV | SUPPORT COMMUNITY IMPROVEMENT AND CITY PROGRAMS | $120,000 | |
| CODEORG | ||||||||
| 801 5TH AVE SUITE 2100 | SEATTLE | WA | 98104 | N/A | PC | SUPPORT ACCESS TO AND PARTICIPATION IN COMPUTER SCIENCE IN SCHOOLS | $2,130,000 | |
| DIGITAL HARBOR FOUNDATION | ||||||||
| 1045 LIGHT STREET | BALTIMORE | MD | 21230 | N/A | PC | SUPPORT STEM EDUCATION AND DIGITAL LITERACY FOR YOUTH | $3,250,000 | |
| DIPLOMATIC SECURITY FOUNDATION INCORPORATED | ||||||||
| PO BOX 228 | DUNN LORING | VA | 22027 | N/A | PC | SUPPORT SAFETY, SECURITY, AND EDUCATIONAL PROGRAMS FOR DIPLOMATIC PERSONNEL | $200,000 | |
| EUROPEAN JEWISH ASSOCIATION | ||||||||
| 2 OLYMPIA LANE | MONSEY | NY | 10952 | N/A | PC | SUPPORT ADVOCACY, EDUCATION, AND CULTURAL INITIATIVES FOR JEWISH COMMUNITIES | $1,000,000 | |
| FEEDING AMERICA | ||||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | SUPPORT HUNGER RELIEF AND FOOD DISTRIBUTION | $1,250,000 | |
| FIDELITY CHARITABLE | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770001 | N/A | PC | SUPPORT OF PUBLIC CHARITIES | $25,000,000 | |
| FIDELITY CHARITABLE - SEE ATTACHMENT A | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 452770001 | N/A | PC | SUPPORT OF PUBLIC CHARITIES | $10,003,643 | |
| FRIENDS OF WESTMINSTER | ||||||||
| 1010 ABBOT KINNEY BLVD | VENICE | CA | 90291 | N/A | PC | SUPPORT WESTMINSTER ELEMENTARY SCHOOL OPERATIONS AND PROGRAMS | $100,000 | |
| GIRLS IN ROBOTICS | ||||||||
| 29 WELLESLEY WAY | MARLTON | NJ | 080535628 | N/A | PC | SUPPORT STEM EDUCATION AND ROBOTICS PROGRAMS FOR GIRLS | $10,000 | |
| GIVEDIRECTLY INC | ||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | SUPPORT FINANCIAL AID FOR FAMILIES LIVING IN POVERTY | $1,400,000 | |
| HACK FOUNDATION | ||||||||
| 8605 SANTA MONICA BLVD 86294 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | SUPPORT CODING EDUCATION | $1,810,000 | |
| HEALTHCARE READY | ||||||||
| 1325 G ST NW 500 | WASHINGTON | DC | 200053136 | N/A | PC | SUPPORT EMERGENCY PREPAREDNESS AND HEALTH CRISIS RESPONSE | $1,000,000 | |
| HOLOCAUST MUSEUM LA OPERATION | ||||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | N/A | PC | SUPPORT HOLOCAUST EDUCATION AND REMEMBRANCE PROGRAMS | $730,472 | |
| INFORMATION TECHNOLOGY DISASTER RESOURCE CENTER INC | ||||||||
| PO BOX 79146 | FORT WORTH | TX | 76179 | N/A | PC | SUPPORT VOLUNTEER COORDINATION FOR DISASTER RESPONSE | $506,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | N/A | PC | PROVIDE RESOURCES TO PROGRAMS THAT SUPPORT THE LAFD | $75,000 | |
| MAKE-A-WISH FOUNDATION OF AMERICA | ||||||||
| 1702 E HIGHLAND AVENUE | PHOENIX | AZ | 85016 | N/A | PC | SUPPORT GRANTING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES | $500,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 600 MEMORIAL DR W98-300 | CAMBRIDGE | MA | 02139 | N/A | PC | SUPPORT RESEARCH PROGRAMS | $1,500,000 | |
| MERCURY ONE INC | ||||||||
| PO BOX 140489 | IRVING | TX | 750140489 | N/A | PC | SUPPORT HUMANITARIAN AID AND EDUCATIONAL INITIATIVES | $443,950 | |
| MERCY CHEFS INC | ||||||||
| 711 WASHINGTON ST | PORTSMOUTH | VA | 237043511 | N/A | PC | SUPPORT DISASTER RELIEF THROUGH MEALS | $1,260,000 | |
| MINUTEMAN DISASTER RESPONSE FOUNDATION | ||||||||
| 1512 BRAY CENTRAL DRIVER STE 200 | MCKINNEY | TX | 75069 | N/A | PC | SUPPORT VOLUNTEER DEPLOYMENT FOR DISASTER RELIEF AND RECOVERY | $499,000 | |
| MISSIONS ON WHEELS INC | ||||||||
| PO BOX 177 | MONTGOMERY | AL | 773560177 | N/A | PC | SUPPORT MEDICAL CARE ACCESS IN UNDERSERVED OR REMOTE COMMUNITIES | $496,735 | |
| MORGAN'S INCLUSION INITIATIVE | ||||||||
| 5210 THOUSAND OAKS SUITE 1318 | SAN ANTONIO | TX | 78233 | N/A | PC | SUPPORT PROGRAMS PROMOTING ACCESSIBILITY, INCLUSION, AND OPPORTUNITIES | $810,000 | |
| OPERATION BBQ RELIEF | ||||||||
| 22720 JOE HOLT PARKWAY | PECULIAR | MO | 640788728 | N/A | PC | SUPPORT DISASTER RELIEF THROUGH MEALS | $1,975,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | N/A | PC | SUPPORT GLOBAL HEALTH ACCESSIBILITY | $690,000 | |
| PENN HARRIS MADISON SCHOOL CORPORATION | ||||||||
| 55900 BITTERSWEET RD | MISHAWAKA | IN | 46545 | N/A | GOV | SUPPORT EDUCATIONAL PROGRAMS AND STUDENT LEARNING INITIATIVES | $1,000,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 904011353 | N/A | PC | SUPPORT RESEARCH, AWARENESS, AND TREATMENT FOR PROSTATE CANCER | $1,000,000 | |
| SAMARITANS PURSE | ||||||||
| 801 BAMBOO RD | BOONE | NC | 28607 | N/A | PC | SUPPORT INTERNATIONAL DISASTER RELIEF AND HUMANITARIAN AID PROGRAMS | $1,000,000 | |
| SCHOLARSHIP AMERICA INC | ||||||||
| 7900 INTERNATIONAL DR SUITE 500 | MINNEAPOLIS | MN | 55425 | N/A | PC | SUPPORT EDUCATIONAL SCHOLARSHIPS AND STUDENT FINANCIAL ASSISTANCE | $1,083,000 | |
| BAYLOR SCOTT & WHITE HEALTHCARE | ||||||||
| 301 N WASHINGTON AVE | DALLAS | TX | 75246 | N/A | SO II | SUPPORT HEALTH INITIATIVES | $7,157,000 | |
| SCROLL PRIZE INC | ||||||||
| 548 MARKET STREET UNIT 21052 | SAN FRANCISCO | CA | 941045401 | N/A | PC | SUPPORT CODING EDUCATION | $2,084,000 | |
| SEATTLE CHILDREN'S HOSPITAL AARON MATTHEW SIDS RESEARCH GUILD | ||||||||
| PO BOX 5371 | SEATTLE | WA | 98145 | N/A | PC | SUPPORT SIDS RESEARCH | $550,000 | |
| SENTINEL FOUNDATION | ||||||||
| 210 DELBURG STREET | DAVIDSON | NC | 28036 | N/A | PC | SUPPORT COMMUNITY AND PUBLIC SAFETY INITIATIVES | $156,400 | |
| SAE INTERNATIONAL | ||||||||
| 400 COMMONWEALTH DRIVE | WARRENDALE | PA | 15096 | N/A | PC | SUPPORT ENGINEERING EDUCATION AND PROFESSIONAL DEVELOPMENT PROGRAMS | $295,000 | |
| TEAM RUBICON | ||||||||
| 5230 PACIFIC CONCOURSE DRIVE STE | LOS ANGELES | CA | 90045 | N/A | PC | SUPPORT HUMANITARIAN AND CONVENTIONAL AID RESPONSES | $2,000,000 | 200 |
| TEXAS A AND M FOUNDATION | ||||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402811 | N/A | PC | SUPPORT SCHOLARSHIPS, RESEARCH, AND EDUCATIONAL INITIATIVES | $200,000 | |
| THE DEFINITY PROJECT INC | ||||||||
| 927 STOVALL BLVD NE | ATLANTA | GA | 30319 | N/A | POF | SUPPORT EDUCATION INITIATIVES | $500,000 | |
| THE FOUNDATION - SEE ATTACHMENT A | ||||||||
| PO BOX 341886 | AUSTIN | TX | 78734 | N/A | PC | SUPPORT SCHOOL OPERATIONS AND PROGRAMS | $149,179,959 | |
| THE FOUNDATION - SEE ATTACHMENT A | ||||||||
| PO BOX 341886 | AUSTIN | TX | 78734 | N/A | PC | SUPPORT SCHOOL OPERATIONS AND PROGRAMS | $205,784,489 | |
| THE FRITSCH FOUNDATION INC | ||||||||
| PO BOX 667 | CONCORD | MA | 01742 | N/A | POF | SUPPORT ACCELERATING CANCER IMMUNOTHERAPY RESEARCH | $100,000 | |
| THE SETON FUND | ||||||||
| PO BOX 45998 | ST LOUIS | MO | 631455998 | N/A | PC | SUPPORT HEALTH INTIATIVES | $5,000,000 | |
| THE ST BERNARD PROJECT INC | ||||||||
| 2645 TOULOUSE STREET | NEW ORLEANS | LA | 70119 | N/A | PC | SUPPORT DISASTER RELIEF | $2,400,000 | |
| THE TRAIL FOUNDATION | ||||||||
| PO BOX 5195 | AUSTIN | TX | 78763 | N/A | PC | SUPPORT PROTECTION OF THE BUTLER TRAIL | $1,100,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | N/A | GOV | SUPPORT UNIVERSITY OPERATIONS AND PROGRAMS | $3,250,000 | |
| UC SANTA BARBARA FOUNDATION | ||||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 931061130 | N/A | PC | SUPPORT HIGHER EDUCATION, RESEARCH, AND STUDENT PROGRAMS | $795,000 | |
| WINDWARD SCHOOL | ||||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | N/A | PC | SUPPORT SCHOOL OPERATIONS AND PROGRAMS | $5,000,000 | |
| WORLD SPINE CARE | ||||||||
| 17602 17TH STREET STE 102-263 | TUSTIN | CA | 92780 | N/A | PC | SUPPORT SPINE HEALTH CARE, RESEARCH, AND TREATMENT INITIATIVES IN UNDERSERVED AREAS | $100,000 | |
| X PRIZE FOUNDATION INC | ||||||||
| 10736 JEFFERSON BLVD SUITE 406 | CULVER CITY | CA | 90230 | N/A | PC | SUPPORT TECHNOLOGICAL DEVELOPMENT FOR CARBON REMOVAL | $5,450,000 | |
| TRAVIS COUNTY SHERIFF'S OFFICE | ||||||||
| PO 1748 | AUSTIN | TX | 78767 | N/A | GOV | SUPPORT TRAINING AND DEPLOYMENT OF WORKING DOGS | $15,000 | |
| THE FOUNDATION - SEE ATTACHMENT A | ||||||||
| PO BOX 341886 | AUSTIN | TX | 78734 | N/A | PC | SUPPORT SCHOOL OPERATIONS AND PROGRAMS | $14,990,164 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $474,325,312 | 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 | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,738,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,923 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,768,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,768,360 | 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 Person | ELON MUSK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 341886 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78734 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $73,911,830 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 178,000 SHARES OF TESLA INC. | NoncashPropertyDesc |
| Fair Market Value | $73,911,830 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $64,746 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE DEFINITY PROJECT INC | ||||||||||||||
| 927 STOVALL BLVD NE | ATLANTA | GA | 30319 | 2024-12-31 | $500,000 | SUPPORT EDUCATION INITIATIVES | $0 | NONE | THE GRANT WAS ISSUED ON DECEMBER 31, 2024, PURSUANT TO A GRANT AGREEMENT REQUIRING ANNUAL REPORTS. A GRANT REPORT IS NOT REQUIRED AS OF THE DATE OF THIS RETURN. | |||||
| CAMERON COUNTY EDUCATION INITIATIVE INC | ||||||||||||||
| 3140 RUBEN TORRES SR BLVD | BROWNSVILLE | TX | 78526 | 2024-12-31 | $295,500 | SUPPORT THE PATIENT CARE TECHNICIAN CERTIFICATION PROGRAM | $0 | NONE | THE GRANT WAS ISSUED ON DECEMBER 31, 2024, PURSUANT TO A GRANT AGREEMENT REQUIRING ANNUAL REPORTS. A GRANT REPORT IS NOT REQUIRED AS OF THE DATE OF THIS RETURN. | |||||
| THE FRITSCH FOUNDATION INC | ||||||||||||||
| PO BOX 667 | CONCORD | MA | 01742 | 2024-12-31 | $100,000 | SUPPORT ACCELERATING CANCER IMMUNOTHERAPY RESEARCH | $0 | NONE | THE GRANT WAS ISSUED ON DECEMBER 31, 2024, PURSUANT TO A GRANT AGREEMENT REQUIRING ANNUAL REPORTS. A GRANT REPORT IS NOT REQUIRED AS OF THE DATE OF THIS RETURN. | |||||
| DRK-LANDESVERBAND WESTFALEN-LIPPE EV | ||||||||||||||
| 2022-01-03 | $1,129,700 | SUPPORT HUMANITARIAN EFFORTS IN CONNECTION WITH DISASTER RELIEF | $468,237 | NONE | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. | SPERLICHSTRABE 25 | MUNSTER | GM | 48151 | 10/6/2022, 6/20/24, AND 11/14/2025 | ||||
| THE DEFINITY PROJECT INC | ||||||||||||||
| 927 STOVALL BLVD NE | ATLANTA | GA | 30319 | 2023-12-27 | $255,000 | SUPPORT EDUCATION INITIATIVES | $45,000 | NONE | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | 11/13/2025 | ||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $21,347,642 | EOYBookValueAmt |
| EOYFMV | $21,613,917 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,689,135 | EOYBookValueAmt |
| EOYFMV | $14,078,680,176 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $162,366,920 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $165,103,839 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | AT COST | $142,591,832 | $336,868,043 |
| ACCRUED INTEREST CARRYOVER | AT COST | $46,197 | $46,197 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $56,130 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $56,130 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $178,795 | $178,795 | $0 | $0 |
| DATA SECURITY | $40,000 | $0 | $0 | $0 |
| BANK FEES | $50 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $305,882,799 |
| RETURNED GRANT | $1,000,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTERED AGENT FEES | CategoryTxt |
| Amt | $310 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $310 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATED TAX | CategoryTxt |
| Amt | $80,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |