BHP FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BHP FOUNDATION (EIN 61-1714573)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-06
- IRS object ID
- 202523109349101302
- 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
- Dissolution Stmt
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T10:07:03-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611714573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BHPF | BusinessNameControlTxt |
| Phone | 2023834443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 PENNSYLVANIA AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH COSTELLO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2023834443 | PhoneNum |
| Signature | 2025-11-04 | 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 | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $185,422,036 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $49,359 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,359 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,728,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,728,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$476,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,212,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,036 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,036 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,311,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,787,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,031 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,031 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,273,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $219,037 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,030,399 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $106,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $350,196 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $340,552 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $173,572 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $169,331 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,939,182 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $219,037 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,576,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,992,509 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,642,509 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,931,691 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $219,037 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,218,822 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,619,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,568,956 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,602,011 | CashBOYAmt |
| Cash EOY | $906,721 | CashEOYAmt |
| Cash EOYFMV | $906,721 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,381,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,091,407 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,091,407 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $131,128,702 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $105,305,223 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $105,305,223 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $100,663,181 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $70,761,274 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $70,761,274 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,912,396 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,422,712 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,357,411 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,357,411 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $250,110,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,422,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $185,422,036 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $276,667 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $304,854 | AccountsPayableEOYAmt |
| Grants Payable BOY | $650,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $926,667 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $304,854 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $249,183,725 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $185,117,182 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $249,183,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $185,117,182 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $250,110,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $185,422,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $249,183,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,619,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,553,322 | OtherIncreasesAmt |
| Subtotal | $185,117,182 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $185,117,182 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $81,211,091 | $81,689,026 | -$477,935 | -$477,935 |
| CAPITAL GAINS DIVIDENDS | P | $1,768 | $1,768 | $1,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$476,167 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105,208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105,208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $111,506 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $111,506 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,298 | OverpaymentAmt |
| Applied To ES Tax | $6,298 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.BHP-FOUNDATION.ORG/EN/ | WebsiteAddressTxt |
| Individual With Books | PAULA GAUDIELLO | IndividualWithBooksNm |
| Phone | 2023834443 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 PENNSYLVANIA AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| VANDITA PANT | ||||||||
| 1455 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | CHAIR | 4.00 | $0 | $0 | $0 |
| KRISTEN RAY | ||||||||
| 1455 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PRESIDENT/EXECUTIVE OFFICER | 40.00 | $0 | $0 | $0 |
| NATALIE EASTON | ||||||||
| 1455 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | TREASURER (THRU 12/09/24) | 7.00 | $0 | $0 | $0 |
| SARAH COSTELLO | ||||||||
| 1455 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | TREASURER (BEGAN 12/09/24) | 4.00 | $0 | $0 | $0 |
| HELEN DRANSFIELD | ||||||||
| 1455 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | SECRETARY | 24.00 | $0 | $0 | $0 |
| CARLOS AVILA | ||||||||
| 1455 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| JAMES WILLIAM AGAR | ||||||||
| 1455 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| HEATHER ANNE BROWN | ||||||||
| 1455 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | DIRECTOR | 2.50 | $0 | $0 | $0 |
| BRONWYN ANNE WILKINSON | ||||||||
| 1455 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | DIRECTOR (BEGAN 10/31/24) | 2.50 | $0 | $0 | $0 |
| JP MORGAN TRUST COMPANY OF DELAWARE | ||||||||
| 1455 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | TRUSTEE OF VALDIVIAN TRUST | 1.00 | $36,031 | $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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| RAND CORPORATION | ||||||||||
| PO BOX 2138 | SANTA MONICA | CA | 904072138 | STRATEGIC ADVISORY | $391,356 | |||||
| POLLINATION FOUNDATION LIMITED | ||||||||||
| CLIMATE COUNSELING | $303,209 | LEVEL 10 185 CLARENCE STREET | SYDNEY | NSW | AS | 2000 | ||||
| ECOADVISORS INC | ||||||||||
| STRATEGIC ADVISORY | $212,748 | 1758 HENRY STREET | HALIFAX | NS | CA | B3H 3K6 | ||||
| BANK OF AMERICA PRIVATE BANK | ||||||||||
| PO BOX 830269 | DALLAS | TX | 75283 | INVESTMENT MANAGEMENT | $198,447 | |||||
| HUGH FOLEY ADVISORY SERVICES PTY LTD | ||||||||||
| STRATEGIC ADVISORY | $174,735 | 179 BARKLY ST | FITZROY NORTH | VICTORIA | AS | 3068 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUSTAINABLE IMPACT - SEE STATEMENT 14 | Description1Txt |
| Expenses1 | $698,908 | Expenses1Amt |
| Description2 | IPLC - SEE STATEMENT 15 | Description2Txt |
| Expenses2 | $507,408 | Expenses2Amt |
| Description3 | EDUCATION - SEE STATEMENT 16 | Description3Txt |
| Expenses3 | $49,114 | Expenses3Amt |
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 | $219,803,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,919,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $230,723,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $230,723,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,460,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $227,262,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,363,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,363,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105,208 | TotalTaxAmt |
| Distributable Before Adj | $11,257,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,257,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,257,929 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,218,822 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,218,822 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,257,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,223,029 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,936,143 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,183,891 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,154,335 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,877,112 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $185,374,510 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,218,822 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,257,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,960,893 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $252,335,403 | 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 | $27,223,029 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $225,112,374 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,936,143 | ExcessFromYear4Amt |
| Excess From Year3 | $40,183,891 | ExcessFromYear3Amt |
| Excess From Year2 | $33,154,335 | ExcessFromYear2Amt |
| Excess From Year1 | $45,877,112 | ExcessFromYear1Amt |
| Excess From Current Year | $66,960,893 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABORIGINAL AND TORRES STRAIT ISLANDER MATHEMATICS ALLIANCE (ATSIMA) | ||||||||||||||
| 67 FLINDERS DRIVE | VALLEY VIEW | SOUTH AUSTRALIA | AS | 5093 | N/A | PC | DESIGN GRANT | $207,491 | ||||||
| AUSTRALIAN INDIGENOUS GOVERNANCE INSTITUTE (AIGI) | ||||||||||||||
| 5 SULLIVANS CREEK ROAD | CANBERRA | AUSTRALIAN CAPITA | AS | 2601 | N/A | NC | SUPPORTING SELF-DETERMINED GOVERNANCE FOR INDIGENOUS DEVELOPMENT OUTCOMES - PHASE 2 | $1,390,518 | ||||||
| AUSTRALIAN LAND CONSERVATION ALLIANCE | ||||||||||||||
| LEVEL 3 349 COLLINS STREET | MELBOURNE | VICTORIA | AS | 3000 | N/A | NC | PRIVATE LANDS CONSERVATION (PLC) CONFERENCE | $105,009 | ||||||
| AUSTRALIAN NATIONAL UNIVERSITY (ANU) | ||||||||||||||
| BUILDING 71T 28 BALMAIN CRESCENT | CANBERRA | AUSTRALIAN CAPITA | AS | 2600 | N/A | PC | CENTRE FOR INDIGENOUS ECONOMIC TRANSFORMATION | $234,654 | ||||||
| BAN KI-MOON CENTRE | ||||||||||||||
| N/A | PC | LEADERSHIP DEVELOPMENT FOR NATIVE AND INDIGENOUS YOUTH IN THE AMERICAS (FELLOWSHIP PROGRAM) WITH BAN KI MOON CENTRE | $250,000 | 112 EAST 71ST STREET APT 2 | NEW YORK | NY | 10021 | |||||||
| BROOKINGS INSTITUTION | ||||||||||||||
| N/A | PC | GLOBAL COLLABORATION TO ADVANCE ANTI-CORRUPTION | $2,413,130 | 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | |||||||
| CENTRE FOR INDIGENOUS ENVIRONMENTAL RESOURCES (CIER) | ||||||||||||||
| PO BOX 26092 PRO MARYLAND | WINNIPEG | MANITOBA | CA | R3G 3R3 | N/A | PC | CONSENT-BASED WATER GOVERNANCE | $1,114,230 | ||||||
| COLLEGES & INSTITUTES CANADA (CI-CAN) | ||||||||||||||
| 1 RUE RIDEAU STREET SUITE 701 | OTTAWA | ONTARIO | CA | K1N 8S7 | N/A | PC | "MAMAWI" STRENTHENING INDIGENOUS ENTERPRISE DEVELOPMENT | $180,000 | ||||||
| CONSERVATION INTERNATIONAL FOUNDATION | ||||||||||||||
| N/A | PC | ALTO MAYO PROJECT SEEKS TO PROMOTE A SUSTAINABLE LANDSCAPE MODEL WHERE LIVELIHOODS ARE IMPROVED THROUGH SIMULTANEOUSLY PROMOTING CONSERVATION AND SUSTAINABLE PRODUCTION, RESILIENT TO CLIMATE CHANGE. | $1,200,000 | 2011 CRYSTAL DRIVE SUITE 600 | ARLINGTON | VA | 22202 | |||||||
| CSIRO | ||||||||||||||
| LIMESTONE AVENUE CAMPBELL | CANBERRA | AUSTRALIAN CAPITA | AS | 2612 | N/A | PC | STEM CHAMPIONS PROJECT (2022 - 2026) | $3,678,822 | ||||||
| DUKE UNIVERSITY | ||||||||||||||
| N/A | PC | INTERNET OF WATER (IOW) | $669,784 | 2200 W MAIN STREET | DURHAM | NC | 27705 | |||||||
| ECOAGRICULTURE INTERNATIONAL INC | ||||||||||||||
| N/A | PC | INTEGRATION OF IPLC VALUES AND VOICE IN LANDSCAPE FINANCE | $500,000 | 2961-A HUNTER MILL ROAD SUITE 647 | OAKTON | VA | 22124 | |||||||
| EDUCATION ENDOWMENT FOUNDATION | ||||||||||||||
| 17TH FLOOR MILLBANK TOWER 21-24 | MILLBANK | LONDON | UK | SW1P4QP | N/A | NC | BUILDING A GLOBAL EVIDENCE ECOSYSTEM FOR LEARNING | $622,631 | ||||||
| EXTRACTIVE INDUSTRIES TRANSPARENCY INITIATIVE (EITI) | ||||||||||||||
| RADHUSGATA 26 3RD FLOOR | OLSO | NO | 151 | N/A | NC | EITI: OPENING OWNERSHIP IN THE EXTRACTIVE INDUSTRIES | $785,539 | |||||||
| EXTRACTIVE INDUSTRIES TRANSPARENCY INITIATIVE (EITI) | ||||||||||||||
| RADHUSGATA 26 3RD FLOOR | OLSO | NO | 151 | N/A | PC | EITI: OPENING OWNERSHIP IN THE EXTRACTIVE INDUSTRIES | $2,250,000 | |||||||
| FUNDACION ACCION COLECTIVA | ||||||||||||||
| LOS MILITARES 5620 OFFICE 905 FLOOR | SANTIAGO | REGION METROPOLIT | CI | 7561155 | N/A | PC | NORTH THAT INSPIRES: LOCAL COMMUNITIES DRIVING THEIR FUTURE | $60,000 | 9 | |||||
| FUNDACION CAPITAL AZUL | ||||||||||||||
| MARCO POLO 1111 APARTMENT 64 | LAS CONDES | SANTIAGO | CI | 7550479 | N/A | PC | COASTAL COMMUNITIES PROGRAM - RESILIENCE NETWORK | $540,881 | ||||||
| FUNDACION CHILE | ||||||||||||||
| AVENIDA PARQUE ANTONIO RABAT SUR | SANTIAGO | VITACURA | CI | 7660118 | N/A | PC | PROGRAMA LEGADO | $15,000 | 6165 | |||||
| FUNDACION CHILE | ||||||||||||||
| AVENIDA PARQUE ANTONIO RABAT SUR | SANTIAGO | VITACURA | CI | 7660118 | N/A | PC | SUMAR SABERES - SMALL GRANT | $260,000 | 6165 | |||||
| FUNDACION CHILE | ||||||||||||||
| AVENIDA PARQUE ANTONIO RABAT SUR | SANTIAGO | VITACURA | CI | 7660118 | N/A | PC | COASTAL COMMUNITIES PROGRAM - RESILIENCE NETWORK | $400,000 | 6165 | |||||
| FUNDACION ENCUENTROS DEL FUTURO | ||||||||||||||
| SANTA LUCIA 110 DP 68 | REGION METROPOLITANA | SANTIAGO | CI | 8320222 | N/A | PC | 2025 FUNDACION ENCUENTROS DEL FUTURO - SMALL GRANT | $460,000 | ||||||
| FUNDACION PARA LA INCLUSION TECNOLGICA KODEA | ||||||||||||||
| EVARISTO LILLO 178 OFICINA 25 | LAS CONDES | SANTIAGO | CI | 7850110 | N/A | PC | DIGITAL SKILLS FOR THE XXI CENTURY | $549,082 | ||||||
| FUNDACION PARA LA INCLUSION TECNOLGICA KODEA | ||||||||||||||
| EVARISTO LILLO 178 OFICINA 25 | LAS CONDES | SANTIAGO | CI | 7850110 | N/A | PC | LOS CREADORES HAS STRENGTHENED ITS DYNAMICS AS AN AWARD AND ADDED AN EDUCATIONAL PROGRAM THAT ON 2022 BECAME THE ESCUELA DE CREADORES (SCHOOL OF CREATORS), MAKING AN EDUCATIONAL PATH AVAILABLE WITH ONLINE AND IN-PERSON MEETINGS WHICH | $150,000 | ||||||
| FUNDACION RE-IMAGINA | ||||||||||||||
| CRISTAL DE ABELLI 3051 | LAS CONDES | SANTIAGO DE CHILE | CI | 7591644 | N/A | PC | DIGITAL EDUCATION KNOWLEDGE - CONSORTIUM 21ST CENTURY EDUCATION CHILE) | $1,577,461 | ||||||
| FUNDACION TIERRA AUSTRAL (FTA) | ||||||||||||||
| AVENIDA VITACURA 3585 DEPTO 702 | VITACURA | CI | 7630532 | N/A | PC | CONSERVATION CORRIDOR CHILE - PHASE 2 | $600,000 | |||||||
| FUNDACION TIERRA AUSTRAL (FTA) | ||||||||||||||
| AVENIDA VITACURA 3585 DEPTO 702 | VITACURA | CI | 7630532 | N/A | PC | CONSERVATION CORRIDOR CHILE - PHASE 2 SUSTAINABLE EXIT GRANT | $2,000,000 | |||||||
| GLOBAL IMPACT FOR OPEN OWNERSHIP | ||||||||||||||
| N/A | PC | AMPLIFYING BOT IMPACT PROJECT - OPEN OWNERSHIP | $1,000,000 | 1199 NORTH FAIRFAX STREET SUITE 300 | ALEXANDRIA | VA | 22314 | |||||||
| GREAT BARRIER REEF FOUNDATION | ||||||||||||||
| LEVEL 13300 ANN STRATEET | BRISBANE | QUEENSLAND | AS | 4000 | N/A | PC | RESILIENT REEFS INITIATIVE - PHASE 2 SCALING | $7,119,258 | ||||||
| INDIGENOUS DESERT ALLIANCE (IDA) | ||||||||||||||
| 76 WITTENOOM STREET | PERTH | WESTERN AUSTRALIA | AS | 6004 | N/A | PC | KEEPING THE DESERTS CONNECTED - PHASE 2 | $3,398,820 | ||||||
| INTERNATIONAL FINANCE CORPORATION | ||||||||||||||
| N/A | PC | WORLD BANK: FROM DISCLOSURE TO DEVELOPMENT - PHASE 1 | $190,000 | 2121 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20433 | |||||||
| INTERNATIONAL INSTITUTE FOR SUSTAINABLE DEVELOPMENT (IISD) | ||||||||||||||
| 111 LOMBARD AVENUE SUITE 325 | WINNIPEG | MANITOBA | CA | R3B 0T4 | N/A | PC | MAINSTREAMING NATURAL INFRASTRUCTURE ON THE CANADIAN PRAIRIES | $495,588 | ||||||
| LANDESA | ||||||||||||||
| N/A | PC | COMMUNITY SMART CONSULTATION AND CONSENT + ALTO MAYO - CARBON PROJECT | $2,020,669 | 1424 FOURTH AVE SUITE 300 | SEATTLE | WA | 98101 | |||||||
| MAKEWAY FOUNDATION | ||||||||||||||
| 400 - 163 WEST HASTINGS STREET | VANCOUVER | BC | CA | V6B 1H5 | N/A | PC | NWT ON THE LAND YOUTH COLLABORATIVE (DONOR COLLABORATIVE FUND) | $6,451,477 | ||||||
| NATIONAL ABORIGINAL COMMUNITY CONTROLLED HEALTH ORGANISATION | ||||||||||||||
| PO BOX 299 | CANBERRA | AUSTRALIAN CAPITA | AS | 2601 | N/A | PC | NATIONAL ABORIGINAL COMMUNITY CONTROLLED HEALTH ORGANISATION YOUTH CONFERENCE | $189,870 | ||||||
| NATURE FOR JUSTICE | ||||||||||||||
| 2235 MERIDIAN STREET | FALLS CHURCH | VIRGINIA | CA | 22046 | N/A | PC | FIRST 30X30 PROGRAM AND INDIGENOUS-LED CONSERVATION IN CANADA | $35,000 | ||||||
| OPEN CONTRACTING PARTNERSHIP (OCP) | ||||||||||||||
| N/A | PC | PROMOTING SOCIAL INCLUSION & ENVIRONMENTAL SUSTAINABILITY IN RESOURCE-RICH COUNTRIES - PHASE 2 | $1,000,000 | 121 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10013 | FLOOR | ||||||
| PACIFIC INSTITUTE | ||||||||||||||
| N/A | PC | ADVANCING WATER EQUITY AND RESILIENCE | $1,301,375 | 344 20TH STREET | OAKLAND | CA | 94612 | |||||||
| POLLINATION FOUNDATION | ||||||||||||||
| 185 CLARENCE STREET LEVEL 10 | SYDNEY | NEW SOUTH WALES | AS | 2000 | N/A | PC | STRATEGY REFRESH - SMALL DESIGN GRANT | $209,044 | ||||||
| POLLINATION FOUNDATION | ||||||||||||||
| 185 CLARENCE STREET LEVEL 10 | SYDNEY | NEW SOUTH WALES | AS | 2000 | N/A | PC | IPLC NATURE MARKETS CREDITS | $265,000 | ||||||
| RAINFOREST ALLIANCE (RA) | ||||||||||||||
| N/A | PC | LANDSCALE (RA) | $2,000,000 | 233 BROADWAY 28TH FLOOR | NEW YORK | NY | 10279 | |||||||
| RECONCILIATION AUSTRALIA | ||||||||||||||
| KING GEORGE TERRACE | PARKEST | AUSTRALIAN CAPITA | AS | 2600 | N/A | PC | INDIGENOUS GOVERNANCE PROGRAM - PHASE 2 | $519,072 | ||||||
| RECONCILIATION AUSTRALIA | ||||||||||||||
| KING GEORGE TERRACE | PARKEST | AUSTRALIAN CAPITA | AS | 2600 | N/A | PC | NARRAGUNNAWALI: RECONCILIATION IN SCHOOLS AND EARLY LEARNING - PHASE 2 | $1,533,351 | ||||||
| RESULTS FOR DEVELOPMENT INSTITUTE INC | ||||||||||||||
| N/A | PC | GOVERNANCE ACTION HUB | $1,778,833 | 1111TH ST NW SUITE 700 | WASHINGTON | DC | 20036 | |||||||
| SMARTICE SEA MONITORING & INFORMATION INC | ||||||||||||||
| 340 LEMARCHANT ROAD | ST JOHNS | NL | CA | A1E 1R2 | N/A | PC | ICE NAVIGATION, ECONOMIC SELF DETERMINATION AND CULTURE PRESERVATION FOR INUIT YOUTH AND COMMUNITIES | $2,506,579 | ||||||
| THE NATURE CONSERVANCY (TNC) | ||||||||||||||
| N/A | PC | COASTAL COMMUNITIES PROGRAM - RESILIENCE NETWORK | $250,000 | 4245 FAIRFAX DR 100 | ARLINGTON | VA | 22203 | |||||||
| THE NATURE CONSERVANCY (TNC) | ||||||||||||||
| N/A | PC | BOREAL - FOREST CONSERVATION | $1,500,000 | 4245 FAIRFAX DR 100 | ARLINGTON | VA | 22203 | |||||||
| THE NATURE CONSERVANCY (TNC) | ||||||||||||||
| N/A | PC | VALDIVIAN COASTAL RESERVE - ANNUAL DISBURSEMENT AND TRAVEL REIMBURSEMENT | $11,483,513 | 4245 FAIRFAX DR 100 | ARLINGTON | VA | 22203 | |||||||
| UNIVERSITY OF ALBERTA (UOFA) CILLDI | ||||||||||||||
| OFFICE OF THE VICE-PROVOST 2-40 | EDMONTON | ALBERTA | CA | T6G 2M7 | N/A | PC | INDIGENOUS YOUTH THROUGH EDUCATION | $1,389,654 | SOUTH ACADEMIC BLDNG | |||||
| UNIVERSITY OF SYDNEY (THE MATILDA CENTRE) | ||||||||||||||
| F23 ADM BLDG LEVEL 3 CORNER OF | CAMPERDOWN | NEW SOUTH WALES | AS | 2006 | N/A | PC | MENTALLY HEALTHY FUTURE | $3,137,246 | EASTERN AVE CITY ROAD | |||||
| UNIVERSITY OF SYDNEY BRAIN AND MIND CENTRE (BMC) | ||||||||||||||
| F23 ADM BLDG LEVEL 3 CORNER OF | CAMPERDOWN | NEW SOUTH WALES | AS | 2006 | N/A | PC | RIGHT CARE, FIRST TIME, WHERE YOU LIVE YOUTH MENTAL HEALTH | $3,553,928 | EASTERN AVE CITY ROAD | |||||
| US AGENCY FOR INTERNATIONAL DEVELOPMENT | ||||||||||||||
| N/A | GOV | IN SUPPORT OF A PROGRAM RUN BY USAID SAFEGUARDING CARBON MARKETS CHALLENGE (SCM CHALLENGE) | $100,000 | 1300 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20523 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,642,509 | 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 | $49,359 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,728,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$476,167 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FX MISC INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,311,826 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,311,826 | 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 |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART XIV LINE 3 FOR LIST OF GRANTS PAID | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 PENNSYLVANIA AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH | ShortExplanationTxt |
| Dissolution | $75,642,509 | DissolutionAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (25 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUSTRALIAN INDIGENOUS GOVERNANCE INSTITUTE (AIGI) | ||||||||||||
| 5 SULLIVANS CREEK ROAD | CANBERRA | AUSTRALIAN CAPITA | AS | 2601 | 2023-02-23 | $1,274,984 | SUPPORTING SELF-DETERMINED GOVERNANCE FOR INDIGENOUS DEVELOPMENT OUTCOMES THROUGH A NEW PRACTICE SET THAT BUILDS AND DISSEMINATES BEST PRACTICE TOOLS, RESEARCH AND TRAINING, AND DISRUPTS SYSTEMS TO ESTABLISH A STRENGTH-BASED POLICY FRAMEWORK FOR INDIGENOUS LED NATION BUILDING. | $1,274,984 | NONE | 8/26/2024 AND 6/30/2025 | ||
| AUSTRALIAN INDIGENOUS GOVERNANCE INSTITUTE (AIGI) | ||||||||||||
| 5 SULLIVANS CREEK ROAD | CANBERRA | AUSTRALIAN CAPITA | AS | 2601 | 2024-09-26 | $1,390,518 | SUPPORTING SELF-DETERMINED GOVERNANCE FOR INDIGENOUS DEVELOPMENT OUTCOMES - PHASE 2 | $1,390,518 | NONE | 6/30/2025 | ||
| AUSTRALIAN LAND CONSERVATION ALLIANCE | ||||||||||||
| LEVEL 3 349 COLLINS STREET | MELBOURNE | VICTORIA | AS | 3000 | 2024-11-06 | $204,159 | DEVELOPMENT AND IMPLEMENTATION OF A LONGER TERM STRATEGY AND VISION FOR SUSTAINABLE DELIVERY OF ALCAS PRIVATE LANDS CONSERVATION CONFERENCES IN A WAY THAT INCREASES REACH AND EMPHASIZES INDIGENOUS LEADERSHIP | $151,252 | NONE | 6/30/2025 | ||
| AUSTRALIAN LAND CONSERVATION ALLIANCE | ||||||||||||
| LEVEL 3 349 COLLINS STREET | MELBOURNE | VICTORIA | AS | 3000 | 2025-08-01 | $105,009 | PRIVATE LANDS CONSERVATION (PLC) CONFERENCE | $0 | NONE | REPORT PENDING | ||
| AUSTRALIAN RED CROSS | ||||||||||||
| 23-47 VILLIERS ST | VICTORIA | NORTH MELBOURNE | AS | 3051 | 2022-04-28 | $1,414,600 | FLOOD RELIEF | $1,228,257 | NONE | 7/31/2023, 8/7/2024 AND 7/31/2025 | ||
| CENTRE FOR INDIGENOUS ENVIRONMENTAL RESOURCES (CIER) | ||||||||||||
| PO BOX 26092 PRO MARYLAND | WINNIPEG | MANITOBA | CA | R3G 3R3 | 2021-09-20 | $938,325 | SUPPORTING CONSENT BASED WATER GOVERNANCE FOR LOCAL AND INDIGENOUS COMMUNITIES | $938,325 | NONE | 3/15/2024 AND 7/31/2024 | REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 8/21/2024 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED. | |
| EDUCATION ENDOWMENT FOUNDATION | ||||||||||||
| 17TH FLOOR MILLBANK TOWER 21-24 | MILLBANK | LONDON | UK | SW1P4QP | 2024-08-13 | $622,631 | BUILDING A GLOBAL EVIDENCE ECOSYSTEM FOR LEARNING | $622,631 | NONE | 9/1/2025 | ||
| EDUCATION ENDOWMENT FOUNDATION | ||||||||||||
| 17TH FLOOR MILLBANK TOWER 21-24 | MILLBANK | LONDON | UK | SW1P4QP | 2022-06-13 | $2,265,862 | DEVELOPING THE TEACHING AND LEARNING TOOLKIT. WHICH IDENTIFIES ACROSS COUNTRIES WHAT WORKS, FOR WHICH STUDENTS, IN WHICH CIRCUMSTANCES. BUILDING EVIDENCE HUBS WITH LOCAL EDUCATION JURISDICTIONS TO SUPPORT INNOVATION IN FUTURE TEACHING AND LEARNING. | $2,265,862 | NONE | 3/6/2024 AND 9/1/2025 | ||
| EXTRACTIVE INDUSTRIES TRANSPARENCY INITIATIVE (EITI) | ||||||||||||
| RADHUSGATA 26 3RD FLOOR | OLSO | NO | 151 | 2021-01-01 | $926,909 | ADDRESS GAP BETWEEN EITI STANDARD REQUIREMENTS AND COUNTRIES CAPACITY TO IMPLEMENT. BUILD EVIDENCE BASE TO DEMONSTRATE EFFECTIVE PUBLISHING AND USE OF BENEFICIAL OWNERSHIP DATA - PROVIDE TECHNICAL SUPPORT TO THOSE IMPLEMENTING THE DATA STANDARD. | $926,909 | NONE | 8/24/2024 AND 1/31/25 | |||
| EXTRACTIVE INDUSTRIES TRANSPARENCY INITIATIVE (EITI) | ||||||||||||
| RADHUSGATA 26 3RD FLOOR | OLSO | NO | 151 | 2025-01-07 | $785,539 | EITI: OPENING OWNERSHIP IN THE EXTRACTIVE INDUSTRIES | $0 | NONE | REPORT PENDING | |||
| FUNDACION ENCUENTROS DEL FUTURO | ||||||||||||
| SANTA LUCIA 110 DP 68 | REGION METROPOLITANA | SANTIAGO | CI | 8320222 | 2024-01-16 | $140,000 | 2024 FUNDACION ENCUENTROS DEL FUTURO SUMMIT SUPPORTING THE FREE DISSEMINATION OF KNOWLEDGE IN SCIENCE, TECHNOLOGY AND ART. | $140,000 | NONE | 09/12/2024 AND 08/07/2025 | ||
| FUNDACION PARA LA INCLUSION TECNOLGICA KODEA | ||||||||||||
| EVARISTO LILLO 178 OFICINA 25 | LAS CONDES | SANTIAGO | CI | 7850110 | 2021-01-01 | $1,461,265 | TO INTEGRATE COMPUTATIONAL THINKING AND PROGRAMMING SKILLS INTO CHILE'S SCHOOL CURRICULUM AS A NECESSARY TOOL FOR THE DEVELOPMENT OF 21ST CENTURY SKILLS. | $1,461,265 | NONE | 11/30/2022, 8/31/2023, 7/31/2024 AND 2/28/2025 | REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 10/29/2022 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED. | |
| FUNDACION PUERTO DE IDEAS | ||||||||||||
| AV PROVIDENCIA 1208 OF 1407 | SANTIAGO | CI | 7550232 | 2024-05-24 | $160,000 | SUPPORT 2024 FESTIVAL, A SUMIT OF NATIONAL AND INTERNATIONAL VOICES OF THINKERS, SCIENTISTS, AUTHORS AND ARTISTS, THAT WILL ADDRESS, IN A MULTIDISCIPLINARY LANGUAGE, INVESTIGATIONS, IDEAS, INITIATIVES AND PROJECTS TO ALLOW THE PUBLIC A BETTER COMPREHENSION OF OUR ENVIRONMENT AND THE SOCIAL AND ENVIRONMENTAL. | $160,000 | NONE | 10/31/2024 | |||
| FUNDACION TIERRA AUSTRAL (FTA) | ||||||||||||
| AVENIDA VITACURA 3585 DEPTO 702 | VITACURA | CI | 7630532 | 2021-12-23 | $1,170,000 | ADVANCE THE TRANSFORMATIONAL LAND CONSERVATION OF THE MEDITERRANEAN VEGETATION HABITAT IMPLEMENTING CHILE'S LANDMARK CONSERVATION, THE DERECHO REAL DE CONSERVACION AT 5 SITES TO PERMANENTLY PROTECT THEM. | $1,170,000 | NONE | 8/30/2025 | REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 7/19/2024 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED. | ||
| GREAT BARRIER REEF FOUNDATION | ||||||||||||
| LEVEL 13300 ANN STREET | BRISBANE | AS | QLD 4000 | 2022-03-23 | $1,254,375 | IMPROVE OUTCOMES FOR THE WORLDS CORAL REEFS DEPENDENT COMMUNITIES BY BUILDING RESILIENCE TO CLIMATE CHANGE THROUGH LOCAL ACTION. ESTABLISH DEMONSTRATION SITES (SIGNIFICANT CORAL REEFS) DEVELOP A CLIMATE RESILIENCE PLAN, IMPLEMENT PRIORITY ACTIONS. | $1,254,375 | NONE | 11/14/23, 4/28/23, 5/31/24, 5/318/25 AND 8/31/25 | REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 11/15/2023 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED. | ||
| GREAT BARRIER REEF FOUNDATION | ||||||||||||
| LEVEL 13300 ANN STREET | BRISBANE | QUEENSLAND | AS | 4000 | 2022-03-23 | $1,153,288 | IMPROVE OUTCOMES FOR THE WORLDS CORAL REEFS DEPENDENT COMMUNITIES BY BUILDING RESILIENCE TO CLIMATE CHANGE THROUGH LOCAL ACTION AND CLIMATE RESILIENCE PLANS. | $166,857 | NONE | 11/14/23, 4/28/23, 5/31/24 AND 5/31/25 | REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 11/15/2023 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED. | |
| INTERNATIONAL INSTITUTE FOR SUSTAINABLE DEVELOPMENT | ||||||||||||
| 111 LOMBARD AVENUE SUITE 325 | WINNIPEG | MANITOBA | CA | R3B 0T4 | 2023-04-17 | $810,721 | ENHANCE UNDERSTANDING AND USE OF NATURAL INFRASTRUCTURE IN THE CANADIAN PRAIRIES TO MEET LONG-TERM WATER NEEDS AND BUILD LONG-TERM RESILIENCE BY PILOTING, TESTING AND SCALING (IF SUCCESSFUL) THE MAINSTREAM USE. | $810,721 | NONE | 12/31/2022, 4/3/2023, 6/30/2023, 4/20/2024 AND 8/26/2024 | REPORTING SATISFIED AS IRS LETTER WAS RECEIVED AND WILL REMAIN LISTED UNTIL FULLY EXPENDED. | |
| POLLINATION FOUNDATION | ||||||||||||
| 185 CLARENCE STREET LEVEL 10 | SYDNEY | NEW SOUTH WALES | AS | 2000 | 2024-03-20 | $105,000 | SUPPORT INDIGENOUS LEADERS CARBON EXCHANGE ON FPIC AND OTHER MEASURES TO ENSURE FAIR AND EQUITABLE PRACTICES IN CARBON PROJECTS AND EXAMPLE OF BEST PRACTICE. | $94,528 | NONE | 12/31/2024 | REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 4/10/2024 AND UNSPENT AMOUNT HAS BEEN ALLOCATED TO A NEW PROGRAM WITH POLLINATION FOUNDATION. | |
| RECONCILIATION AUSTRALIA | ||||||||||||
| KING GEORGE TERRACE | PARKEST | AUSTRALIAN CAPITA | AS | 2600 | 2023-02-16 | $480,483 | THE INDIGENOUS GOVERNANCE PROGRAM SUPPORTS A NEW PRACTICE SET THAT BUILDS AND DISSEMINATES BEST PRACTICE TOOLS, RESEARCH AND TRAINING, AND DISRUPTS SYSTEMS TO ESTABLISH A STRENGTH-BASED POLICY FRAMEWORK FOR INDIGENOUS LED NATION BUILDING. | $480,483 | NONE | 9/17/23 AND 9/3/2025 | ||
| RECONCILIATION AUSTRALIA | ||||||||||||
| KING GEORGE TERRACE | PARKEST | AUSTRALIAN CAPITA | AS | 2600 | 2022-06-30 | $1,739,851 | THE NARRAGUNNAWALI PROGRAM SUPPORTS AUSTRALIAN SCHOOLS AND EARLY LEARNING SERVICES TO FOSTER A HIGHER LEVEL OF KNOWLEDGE AND PRIDE IN ABORIGINAL AND TORRES STRAIT ISLANDER HISTORIES, CULTURES AND CONTRIBUTIONS. | $1,739,851 | NONE | 8/23/23, 8/19/24, 8/29/24 AND 8/19/25 | ||
| SMARTICE SEA MONITORING & INFORMATION INC | ||||||||||||
| 340 LEMARCHANT ROAD | ST JOHNS | NL | CA | A1E 1R2 | 2023-08-14 | $184,101 | ICE NAVIGATION, ECONOMIC SELF DETERMINATION AND CULTURE PRESERVATION FOR INUIT YOUTH AND COMMUNITIES | $184,101 | NONE | 8/11/2025 | ||
| SOUTH AFRICA CENTER FOR EVIDENCE | ||||||||||||
| 16 BAKER STREET | ROSEBANK | JOHANNESBURK | SF | 2196 | 2023-06-16 | $186,615 | SUPPORT THE AFRICA EVIDENCE YOUTH LEAGUE AS A PILOT TO ESTABLISH THE VIABILITY OF CONVENING SUCH YOUTH LEAGUES AS AN APPROACH TO TRANSFORMING THE PRACTICE OF USING EVIDENCE FOR EDUCATION DECISION MAKING. | $186,615 | NONE | 1/31/24 AND 11/30/2024 | ||
| THE MELBOURNE UNIVERSITY | ||||||||||||
| BUILDING 161 THE UNIVERSITY OF | VICTORIA | AS | 3010 | 2020-07-16 | $1,590,157 | AMSI "CHOOSE MATHS" PROGRAM TO INCREASE THE NUMBER OF GIRLS STUDYING MATHS; IMPROVE ACHIEVEMENT IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHS (STEM) EDUCATION; AND INCREASE FEMALE REPRESENTATION IN STEM-RELATED PROFESSIONS. | $1,590,157 | NONE | 7/31/2021, 6/30/2022, 6/30/2023 AND 9/2/2025 | MELBOURNE | ||
| TRANSPARENCY INTERNATIONAL | ||||||||||||
| ALT-MOABIT 96 | BERLIN | GM | 10559 | 2022-01-07 | $678,000 | RISE UKRAINE SUPPORTS UKRAINE'S LEADING GOOD GOVERNANCE AND OPEN PUBLIC DATA CIVIC, GOVERNMENT AND BUSINESS INSTITUTIONS TO EMBED GOOD GOVERNANCE AND OPEN DATA PRINCIPLES INTO UKRAINE'S RECONSTRUCTION | $314,386 | NONE | 12/31/2022, 1/31/2024 AND 1/31/2025 | |||
| UNIVERSITY OF SYDNEY BRAIN AND MIND CENTRE (BMC) | ||||||||||||
| F23 ADM BLDG LEVEL 3 CORNER OF | NSW | CAMPERDOWN | AS | 2006 | 2021-01-18 | $2,096,600 | TO ESTABLISH A NOVEL YOUTH MENTAL HEALTH DECISION-SUPPORT ECOSYSTEM BY STRENGTHENING AND COORDINATING DELIVERY OF MENTAL HEALTH CARE THROUGH TOOLS AND TECHNOLOGY. | $2,096,600 | NONE | 9/30/2021, 12/31/2021, 3/31/2022, 6/30/2022, 12/31/2022, 1/31/2024 AND 1/31/ | REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 2/28/2023 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED. | EASTERN AVE CITY ROAD |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| DIRECT CHARITABLE ACTIVITIES | PART VIII-A, LINE 1 | SUSTAINABLE IMPACTTHE SUSTAINABLE IMPACT PORTFOLIO CONSISTS OF PROJECTS THAT DO NOT ALIGN WITH THE IP&LC AND EDUCATION THEMES AND/OR THE GEOGRAPHIC FOCUS OF REVISED STRATEGY. SUPPORT IS FOCUSSED ON IMPACT AND SUSTAINABLE EXIT FROM THE BHP FOUNDATION PORTFOLIO. |
| DIRECT CHARITABLE ACTIVITIES | PART VIII-A, LINE 2 | IPLCTHE IPLC PROGRAM AIMS TO PARTNER WITH OTHERS TO CONTRIBUTE TO GREATER EQUALITY AND SELF-DETERMINATION FOR INDIGENOUS PEOPLES AND LOCAL COMMUNITIES THROUGH INVESTMENTS THAT INTERSECT GOVERNANCE AND LEADERSHIP, CULTURE AND WELLBEING, ECONOMIC EQUITY AND LAND AND SEA. THESE EFFORTS ARE FOCUSED IN AUSTRALIA, CANADA AND CHILE. |
| DIRECT CHARITABLE ACTIVITIES | PART VIII-A, LINE 3 | EDUCATIONTHE EDUCATION PROGRAM AIMS TO PREPARE UNDERREPRESENTED CHILDREN AND YOUNG PEOPLE TO PARTICIPATE IN THE ECONOMY OF THE FUTURE THROUGH INVESTMENTS FOCUSED ON THE SKILLS FOR THE FUTURE AND SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP IRELAND CAP 02.450% OCT 29 2026 | $4,281,963 | $4,281,963 |
| AMERICAN TOWER 03.550% JUL 15 2027 | $3,587,475 | $3,587,475 |
| AMGEN INC 05.150% MAR 02 2028 | $3,315,611 | $3,315,611 |
| BANK OF NOVA 01.350% JUN 24 2026 | $4,794,303 | $4,794,303 |
| CAPITAL ONE MUL 03.490%MAY15 27 | $2,902,421 | $2,902,421 |
| CATERPILLAR FINL 04.350% MAY 15 2026 | $4,612,627 | $4,612,627 |
| CSX CORP 03.800% MAR 01 2028 | $3,235,125 | $3,235,125 |
| GOLDMAN SACHS GROUP GYM0GLB VAR%OCT 21 2027 | $3,858,516 | $3,858,516 |
| HOME DEPOT INC 04.875% JUN 25 2027 | $954,814 | $954,814 |
| JOHN DEERE CAPITAL 04.750% JAN 20 2028 | $4,550,829 | $4,550,829 |
| KEY BANK 04.150% AUG 08 2025 | $674,501 | $674,501 |
| LOWE'S COS INC 03.350% APR 01 2027 | $3,506,956 | $3,506,956 |
| MORGAN STANLEY 03.625% JAN 20 2027 | $807,983 | $807,983 |
| NEXTERA ENERGY 01.875% JAN 15 2027 | $2,965,346 | $2,965,346 |
| ORACLE 05.800% NOV 10 2025 | $2,016,072 | $2,016,072 |
| PIONEER NATURAL 01.125% JAN 15 2026 | $3,414,605 | $3,414,605 |
| PNC BANK 03.250% JAN 22 2028 | $4,663,177 | $4,663,177 |
| REPUBLIC SERVICES INC 03.950% MAY 15 2028 | $3,545,084 | $3,545,084 |
| RYDER SYSTEM INC 02.850% MAR 01 2027 | $3,204,524 | $3,204,524 |
| TORONTO-DOMINION 01.250% SEP 10 2026 | $5,138,570 | $5,138,570 |
| USD ROYAL BK CANAD 5.200% JUL 20 2026 | $4,730,772 | $4,730,772 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $105,305,223 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $105,305,223 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING 2024, THE FOUNDATION'S BOARD UNANIMOUSLY APPROVED THAT THE FOUNDATION WOULD BE VOLUNTARILY DISSOLVED BY JUNE 30, 2028. IN CONNECTION THEREWITH, THE FOUNDATION HAS MADE DISTRIBUTIONS IN EXCESS OF 25% OF THE FAIR MARKET VALUE OF IT'S NET ASSETS AT THE BEGINNING OF THE TAX YEAR, WHICH IS DEEMED A "SUBSTANTIAL CONTRACTION" AS PER FORM 990-PF INSTRUCTIONS. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRADE AND OTHER RECEIVABLES | $9,644 | $0 | $0 |
| INTEREST RECEIVABLE | $2,413,068 | $1,357,411 | $1,357,411 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRAINING AND EDUCATION | $46,507 | $0 | $46,507 |
| INFORMATION MANAGEMENT | $1,872 | $0 | $1,872 |
| OFFICE & ADMIN EXPENSES | $118,522 | $0 | $118,522 |
| MISCELLANEOUS EXPENSE | $6,671 | $0 | $2,430 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FX MISC INCOME | Desc |
| Revenue And Expenses Per Books | $10,036 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,036 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,036 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $6,553,322 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM CONSULTING | $1,480,122 | $0 | $1,441,664 |
| GENERAL & ADMINISTRATIVE CONSULTING | $574,224 | $0 | $588,735 |
| INVESTMENT MANAGEMENT AND ADVISORY | $219,037 | $219,037 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | CategoryTxt |
| Amt | $106,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |