NIELSEN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NIELSEN FOUNDATION INC (EIN 47-5513015)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523119349102017
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T14:13:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 475513015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE NIELSEN FOUNDATION INC | InCareOfNm |
| Business Name Control | NIEL | BusinessNameControlTxt |
| Phone | 2035633154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 BROOKER CREEK BLVD | AddressLine1Txt |
| City | OLDSMAR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34677 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY MILLER-REIMSCHUSSEL | PersonNm |
| Person Title | VP, FINANCE | PersonTitleTxt |
| Phone | 2035633154 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAPNA VASU | PreparerPersonNm |
| PTIN | P00545692 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Preparation | 2025-10-14 | 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 | $38,677,215 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28,086 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,086 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,191,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,191,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,167,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,524,491 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,179,373 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,387,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,399,141 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $194,503 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $158,503 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,164 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,164 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,066 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,066 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $299,534 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,503 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $125,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,455,118 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,455,118 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,754,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,503 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,580,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$367,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,240,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $799,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $850,105 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $850,105 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $32,071 | AcctRcvblAmt |
| Acct Rcvbl BOY | $42,407 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $32,071 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $32,071 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,537,920 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,149,909 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,923,182 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,964,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,855,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,771,831 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,186,475 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,059,326 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,646,252 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,347,094 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,564,161 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,453,774 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,878,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,510,985 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,677,215 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $34,878,408 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,510,985 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,878,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,510,985 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,878,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,510,985 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,878,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$367,423 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,510,985 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,510,985 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $10,524,491 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,345,118 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,179,373 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,179,373 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,179,373 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,145 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,145 | SubtotalAmt |
| Tax Based On Investment Income | $31,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $31,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $355 | OverpaymentAmt |
| Applied To ES Tax | $355 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2035632882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 BROOKER CREEK BLVD | AddressLine1Txt |
| City | OLDSMAR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LISA LONGO | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | VICE PRESIDENT-FINANCE | 2.0 | $0 | $0 | $0 |
| GEORGE CALLARD | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| ANDREA BERTELS | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | PRESIDENT,EXEC DIR-GRANTMAKING | 6.0 | $0 | $0 | $0 |
| SANDRA SIMS-WILLIAMS | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR, SECRETARY | 0.5 | $0 | $0 | $0 |
| SHANNON COYNE ROSADO | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR, GRANTMAKING | 2.0 | $0 | $0 | $0 |
| BRENDON PERKINS | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| CAITLIN CAHALAN | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | TREASURER | 2.0 | $0 | $0 | $0 |
| AMAZON HAWKINS | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST | ||||||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT MGMT FEES | $158,503 | |||||
| BENEVITY | ||||||||||
| PORTAL PROVIDER | $61,162 | 232-171 E LIBERTY STREET | TORONTO | ONTARIO | CA | M6K 3P6 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,082,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,202,632 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,202,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $588,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,614,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,930,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,930,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,145 | TotalTaxAmt |
| Distributable Before Adj | $1,899,585 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,899,585 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,899,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,580,348 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,580,348 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,899,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $842,112 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,580,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $842,112 | AppliedToYear1Amt |
| Applied To Current Year | $1,738,236 | 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 |
| Undistributed Income CY | $161,349 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCELERATED COLLEGE EXPERIENCES INC | ||||||||
| 769 CENTRE STREET SUITE 205 | BOSTON | MA | 02130 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ADVERTISING COUNCIL INC | ||||||||
| 815 SECOND AVE 9TH FLR | NEW YORK | NY | 100174500 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| AI4ALL | ||||||||
| 548 MARKET STREET PMB 95333 | SAN FRANCISCO | CA | 941045401 | NONE | PC | GENERAL OPERATING SUPPORT FOR IGNITE PROGRAM | $50,000 | |
| AKSHAYA PATRA FOUNDATION USA | ||||||||
| PO BOX 14220 | FREMONT | CA | 94539 | NONE | PC | SUPPORT FOR THE AKSHAYA PATRA MID-DAY MEAL PROGRAM | $25,000 | |
| AMERICA ON TECH INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | TO SUPPORT THE ORGANIZATION'S AI-POWERED DATA INFRASTRUCTURE EFFORTS | $50,000 | |
| ARF CHARITABLE FOUNDATION | ||||||||
| 432 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PC | SUPPORT FOR IN-PERSON PROFESSIONAL DEVELOPMENT TRAINING AND TRAVEL EXPENSES | $6,000 | 4TH FLOOR |
| ARF CHARITABLE FOUNDATION | ||||||||
| 432 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE ARF WIDE PROGRAM | $50,000 | 4TH FLOOR |
| BLACK COLLEGIATE GAMING ASSOCIATION FOUNDATION INC | ||||||||
| 3131 PIEDMONT ROAD NORTHEAST | ATLANTA | GA | 30305 | NONE | PC | SUPPORT FOR THE GIRLS GOT GAME PROGRAM | $15,000 | SUITE 205 |
| BROADCASTERS FOUNDATION OF AMERICA | ||||||||
| 125 WEST 55TH STREET | NEW YORK | NY | 100195366 | NONE | PC | TO SUPPORT PEOPLE IN THE RADIO AND TELEVISION BROADCASTING PROFESSION IN ACUTE NEED | $25,000 | 4TH FLOOR |
| CARING ACROSS GENERATIONS | ||||||||
| 228 PARK AVE S STE 93898 | NEW YORK | NY | 100031502 | NONE | PC | TO SUPPORT THE CARE INCLUSION PLAYBOOK | $25,000 | |
| CENTER FOR SCHOLARS & STORYTELLERS | ||||||||
| 1014 BROADWAY SUITE 495 | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CORNELL UNIVERSITY | ||||||||
| 130 E SENECA ST 400 | ITHACA | NY | 14850 | NONE | PC | TO SUPPORT THE BREAK THROUGH TECH AI STUDIO | $50,000 | |
| DISABILITY BELONGS | ||||||||
| 43 TOWN AND COUNTRY DRIVE | FREDERICKSBURG | VA | 22405 | NONE | PC | SUPPORT FOR RESPECTABILITY PIPELINE PROGRAMMING | $50,000 | SUITE 119-181 |
| FOUNDATION FOR MINORITY INTERESTS IN MEDIA INC | ||||||||
| 30 ROCKEFELLER PLAZA | NEW YORK | NY | 10112 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE EMMA BOWEN FOUNDATION | $25,000 | 1221 AVENUE OF THE AMERICAS 28A42 |
| GEENA DAVIS INSTITUTE ON GENDER IN MEDIA | ||||||||
| 578 WASHINGTON BLVD 672 | MARINA DEL RAY | CA | 90292 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| GHETTO FILM SCHOOL INC | ||||||||
| 79 ALEXANDER AVENUE | BRONX | NY | 104544409 | NONE | PC | SUPPORT TO IMPLEMENT FINDINGS FROM THE ORGANIZATION'S COMPREHENSIVE EVALUATION PROJECT | $50,000 | |
| GHETTO FILM SCHOOL INC | ||||||||
| 79 ALEXANDER AVENUE | BRONX | NY | 104544409 | NONE | PC | SUPPORT FOR VIRTUAL PROFESSIONAL DEVELOPMENT TRAINING | $1,050 | |
| GIRL RISING | ||||||||
| 834 STATE ROUTE 203 | SPENCERTOWN | NY | 12165 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HISPANIC FEDERATION INC | ||||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 100053301 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | STE 501 |
| HISPANIC SCHOLARSHIP FUND | ||||||||
| 1411 W 190TH STREET | GARDENA | CA | 90248 | NONE | PC | HSF SUPPORT SERVICES | $25,000 | SUITE 700 |
| HOLLYWOOD CINEMA PRODUCTION RESOURCES | ||||||||
| 9700 S SEPULVEDA BLVD | LOS ANGELES | CA | 900098459 | NONE | PC | TO SUPPORT THE HCPR DATA MANAGEMENT PROJECT | $50,000 | |
| INEVITABLE FOUNDATION | ||||||||
| 228 PARK AVE S PMB 15849 | NEW YORK | NY | 10003 | NONE | PC | TO SUPPORT THE INEVITABLE FOUNDATION RESEARCH INSTITUTE | $50,000 | |
| INFINITY AERO CLUB TAMPA BAY INC | ||||||||
| 4639 BIRDSONG BLVD | LUTZ | FL | 335598546 | NONE | PC | SUPPORT FOR THE AVIATION STEM PATHWAYS CAREERS PROGRAM | $15,000 | |
| INTERNATIONAL RADIO TELEVISION SOCIETY FOUNDATION | ||||||||
| 1697 BROADWAY STE 404 | NEW YORK | NY | 100195911 | NONE | PC | SUPPORT FOR THE IRTS SUMMER FELLOWSHIP PROGRAM, IRTS MULTICULTURAL CAREER WORKSHOP, AND IRTS FACULTY SEMINAR | $50,000 | |
| LA PROMISE FUND | ||||||||
| 1933 S BROADWAY | LOS ANGELES | CA | 90007 | NONE | PC | SUPPORT FOR THE GIRLSBUILD SUMMIT HELLOFUTURE | $5,000 | SUITE 1108 |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 28 LIBERTY STREET | NEW YORK | NY | 10005 | NONE | PC | TO SUPPORT LISC'S OPTIMIZING NARRATIVE CHANGE INITIATIVE TO CULTIVATE COMMUNITY NETWORKS THROUGH STORYTELLING | $150,000 | 34TH FLOOR |
| MEDIA SALES INSTITUTE | ||||||||
| 10817 WEEPING WILLOW LANE 101 | BELTSVILLE | MD | 207053824 | NONE | PC | SUPPORT FOR THE DEVELOPMENT OF THE MEDIA SALES DEPARTMENT (MSD) CONCENTRATION | $75,000 | |
| MOVING EDUCATION INSTITUTE INC | ||||||||
| 295 CONVENT AVE | NEW YORK | NY | 100316340 | NONE | PC | SUPPORT FOR THE DIGITAL TECHNOLOGY EDUCATION FOR LEARNING IN THE 21ST CENTURY PROGRAM | $15,000 | SUITE 47 |
| NATIONAL AFTERSCHOOL ASSOCIATION | ||||||||
| 2961A HUNTER MILL ROAD | OAKTON | VA | 22124 | NONE | PC | SUPPORT FOR THE DISCOVER DATA PROGRAM FOR MIDDLE AND HIGH SCHOOL DATA SCIENCE ACTIVITIES | $120,000 | |
| NATIONAL ASS'N OF BROADCASTERS LEADERSHIP FDN | ||||||||
| 1 M STREET SE | WASHINGTON | DC | 20003 | NONE | SO I | SUPPORT FOR THE EMERSON COLEMAN FELLOWSHIP, BROADCAST LEADERSHIP TRAINING (BLT) AND MEDIA SALES ACADEMY (MSA) PROGRAMS | $50,000 | |
| NATIONAL HISPANIC MEDIA COALITION | ||||||||
| 13502 WHITTIER BLVD | WHITTIER | CA | 90605 | PC | SUPPORT FOR THE "SEEING BEYOND INFORMATION FRAUD" PROJECT | $25,000 | ||
| NATIONAL OPINION RESEARCH CENTER | ||||||||
| 55 EAST MONROE STREET | CHICAGO | IL | 606035713 | NONE | PC | SUPPORT FOR PANEL ENGAGEMENT FOR THE AMPLIFY AAPI RESEARCH PROGRAM | $50,000 | |
| NEW YORK INTERNATIONAL CHILDRENS FILM FESTIVAL INC | ||||||||
| 225 BROADWAY STE 2730 | NEW YORK | NY | 100073092 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS ST RM 1-400 | EVANSTON | IL | 60208 | NONE | PC | TO SUPPORT THE EXPANSION OF BLACK KIDS PREDICT PROGRAMMING | $50,000 | |
| NPOWER INC | ||||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | NONE | PC | TO SUPPORT THE NEW JERSEY NETWORKING AND SYSTEMS ADMINISTRATION TRAINING PILOT | $50,000 | SUITE 560 |
| PATHOS LABS | ||||||||
| 8797 PARTRIDGE ST | LITTLETON | CO | 801265261 | NONE | PC | SUPPORT FOR IN-PERSON PROFESSIONAL DEVELOPMENT TRAINING AND TRAVEL EXPENSES | $6,000 | |
| PATHOS LABS | ||||||||
| 8797 PARTRIDGE ST | LITTLETON | CO | 801265261 | NONE | PC | SUPPORT FOR THE SECOND ITERATION OF THE IP LIST AND GENERAL OPERATING SUPPORT | $50,000 | |
| POTENTIAL ENERGY COALITION INC | ||||||||
| 477 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| POYNTER INSTITUTE FOR MEDIA STUDIES INC | ||||||||
| 801 3RD STREET SOUTH | ST PETERSBURG | FL | 337014920 | NONE | PC | SUPPORT FOR POYNTER'S LEADERSHIP ACADEMY FOR WOMEN IN MEDIA | $25,000 | |
| PUBLIC KNOWLEDGE | ||||||||
| 1818 N STREET NW | WASHINGTON | DC | 200362406 | NONE | PC | TO SUPPORT AN UPDATED STUDY ON EARLY-CAREER TECH POLICY ROLES | $50,000 | |
| REELABILITIES INTERNATIONAL | ||||||||
| 215 W 92ND ST 5E | NEW YORK | NY | 10025 | NONE | PC | TO SUPPORT YEAR-ROUND ACCESS TO FILMS VIA REELABILITIES STREAM | $50,000 | |
| SPECIAL OLYMPICS | ||||||||
| 2600 VIRGINIA AVE NW | WASHINGTON | DC | 200371905 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | 11TH FLOOR |
| TAMPA BAY WAVE INC | ||||||||
| 500 E KENNEDY BLVD 650 | TAMPA | FL | 336024934 | NONE | PC | SUPPORT FOR ACCELERATOR PROGRAM TO ADVANCE TECH ENTREPRENEURSHIP AND CATALYZE INNOVATION | $222,500 | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT TO IMPROVE STUDENT OUTCOMES THROUGH TECHNOLOGY AND DATA | $100,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 2300 N ST NW | WASHINGTON | DC | 200371122 | NONE | PC | TO SUPPORT ASPEN DIGITAL'S COUNTING COMMUNITIES INITIATIVE | $50,000 | STE 700 |
| THE BLACKBAUD GIVING FUND | ||||||||
| 65 FAIRCHILD STREET | CHARLESTON | SC | 29492 | NONE | PC | CAUSE CARDS PROGRAM (ADMINISTERED BY YOURCAUSE AND PROCESSED THROUGH THE BLACKBAUD GIVING FUND). NIELSEN EMPLOYEES WHO LOG 10 OR MORE VOLUNTEER HOURS IN A QUARTER CAN UNLOCK A "CAUSE CARD" TO DIRECT A $200 DONATION FROM THE NIELSEN FOUNDATION TO AN ELIGIBLE NON-PROFIT, AS A WAY TO FURTHER RECOGNIZE AND INCREASE THE IMPACT OF THEIR VOLUNTEER HOURS. THE NIELSEN FOUNDATION ALSO OFFERS OTHER SPECIAL ISSUE CAUSE CARD PROGRAMS THROUGHOUT THE YEAR. | $139,568 | |
| THE BROTHERHOOD SISTER SOL INC | ||||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | NONE | PC | SUPPORT FOR THE BROTHERHOOD SISTER SOL AFTER SCHOOL PROGRAMMING | $10,000 | |
| THE PALEY CENTER FOR MEDIA | ||||||||
| 25 WEST 52ND STREET | NEW YORK | NY | 100196104 | NONE | PC | SUPPORT FOR THE RE-CREATING RADIO AND PODCAST PRODUCTION WORKSHOPS AND MEDIA CAREER READINESS PROGRAM FOR STUDENTS | $75,000 | |
| THE TREVOR PROJECT INC | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | TO SUPPORT A NATIONAL SERVICE AWARENESS CAMPAIGN | $50,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 1150 S OLIVE STREET 25TH FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | SUPPORT FOR THE MEDIA IMPACT PROJECT AT USC NORMAN LEAR CENTER FOR IMPROVEMENTS TO DATA INFRASTRUCTURE | $25,000 | |
| UPWARDLY GLOBAL | ||||||||
| 505 8TH AVENUE SUITE 1704 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WE ARE ALL HUMAN FOUNDATION | ||||||||
| 240 CENTRE STREET APT 5H | NEW YORK | NY | 10013 | NONE | POF | GENERAL OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,455,118 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,086 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,191,682 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,167,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,387,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,387,229 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,000 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMAZON HAWKINS | PersonNm |
| Short Explanation | JOINED ON JUNE 17, 2024 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (86 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| $ GEN CORP NEW 4.125% | $9,779 | $9,722 |
| AMERN TOWER CORP 2.9% | $13,108 | $13,512 |
| ANHEUSER-BUSCH COS LLC CORP 4. | $14,522 | $14,220 |
| ANTHEM INC 4.65% | $10,907 | $8,689 |
| AON CORPORATION 2.8% | $4,165 | $4,455 |
| AT&T INC 6.375% | $17,810 | $15,722 |
| ATHENE HLDG LTD 4.125% | $4,898 | $4,878 |
| BANK AMER CORP 3.248% | $4,712 | $4,818 |
| BANK AMER CORP 4% | $0 | $0 |
| BOARDWALK PIPELINES LLC 5.625% | $9,986 | $9,961 |
| BOARDWALK 5.95% | $5,662 | $5,060 |
| BOEING CO FIXED 5.15% | $15,718 | $14,784 |
| BP CAP MKTS AMER INC 4.812% | $5,074 | $4,825 |
| BROADCOM INC 4.15% | $4,993 | $4,917 |
| CAP 1 FINL CORP 4.2% | $0 | $0 |
| CAP 1 FINL CORP 3.8% | $4,763 | $4,825 |
| CAPITAL ONE FINL CORP 5.463% | $5,000 | $5,015 |
| CENTENE CORP DEL SR NT 4.25% | $10,650 | $9,702 |
| CHARTER COMMUNICATIONS 5.05% | $9,791 | $9,785 |
| CHARTER COMMUNICATIONS OPER | $4,997 | $5,102 |
| CHENIERE CORPUS 5.125% | $0 | $0 |
| CITIGROUP INC 3.5% | $0 | $0 |
| CITIGROUP INC 4.3% | $4,901 | $4,954 |
| CITIGROUP INC 6.625 | $15,049 | $16,033 |
| COMCAST CORP NEW 4.15% | $0 | $0 |
| DELL INTL LLC EMC CORP 4.35% | $9,988 | $9,674 |
| DOWDUPONT INC 5.419% | $7,078 | $4,985 |
| DUKE ENERGY PROGRESS LLC 3.45% | $4,582 | $4,738 |
| ELEVANCE HEALTH INC 4.75% | $4,990 | $4,941 |
| ENERGY TRANSFER 5.25% | $5,111 | $5,017 |
| ENERGY TRANSFER 7.5% | $5,911 | $5,661 |
| EXELON CORP 4.05% | $9,522 | $9,532 |
| FIFTH THIRD BANCORP 6.339% | $5,046 | $5,187 |
| GA PWR CO SR NT SER 2012A 4.3 | $8,995 | $8,511 |
| GENERAL MTRS CO FIXED 6.8% | $5,197 | $5,221 |
| GOLDMAN SACHS 3.5% | $0 | $0 |
| GOLDMAN SACHS 6.75% | $6,605 | $5,374 |
| HALLIBURTON CO 5% | $4,620 | $4,468 |
| HEWLETT PACKARD ENTERPRISE CO | $0 | $0 |
| HLTH CARE REIT INC 4.5% | $0 | $0 |
| JABIL INC 3% | $12,707 | $13,220 |
| JPMORGAN CHASE & 4.125% | $0 | $0 |
| JPMORGAN CHASE & CO | $22,879 | $21,837 |
| JPMORGAN CHASE & CO 5.04% | $5,000 | $5,018 |
| KINDER MORGAN 4.25% | $0 | $0 |
| KRAFT FOODS GROUP 6.875% | $14,361 | $11,030 |
| LOWES COS INC 3.65% | $4,871 | $4,762 |
| MARATHON OIL CORP 5.2% | $0 | $0 |
| MARRIOTT INTL INC NEW 4.625% | $9,726 | $9,811 |
| MCDONALDS CORP 6.3% | $7,588 | $5,373 |
| MONDELEZ INTL INC 4.75% | $4,989 | $4,786 |
| MORGAN STANLEY 5% | $0 | $0 |
| MORGAN STANLEY 7.25% | $11,233 | $11,239 |
| MOSAIC CO NEW FIXED 4.05% | $14,416 | $14,696 |
| N SHORE LONG IS 6.15% | $27,100 | $20,595 |
| NETFLIX INC 5.875% | $0 | $0 |
| NORTHROP GRUMMAN CORP 4.7% | $9,967 | $9,696 |
| NORTHROP GRUMMAN CORP 4.03% | $4,038 | $3,928 |
| NVIDIA CORP FIXED 2.85% | $4,574 | $4,581 |
| ORACLE CORP 5.8% | $0 | $0 |
| PACKAGING CORP 3.4% | $4,984 | $4,816 |
| PARKER-HANNIFIN FIXED 4.25% | $4,931 | $4,947 |
| PNC FINANCIAL SERVICES 4.812% | $5,000 | $4,868 |
| PROGRESS ENERGY 7.75% | $5,849 | $5,641 |
| PUBLIC SERVICE ELECTRIC 4.85% | $4,986 | $4,862 |
| PUBLIC SERVICE ELECTRIC 5.2% | $4,993 | $5,053 |
| PVTPL MACYS RETAIL HLDGS LLC 5 | $5,337 | $4,881 |
| ROYAL BK CDA 6% | $15,838 | $15,492 |
| SAN DIEGO GAS & ELEC CO 3.0% | $4,986 | $4,356 |
| SHERWIN-WILLIAMS FIXED 2.2% | $4,006 | $4,141 |
| SIMON PPTY GROUP LP 6.25% | $9,956 | $10,607 |
| SYNCHRONY FINANCIAL 5.935% | $5,084 | $5,046 |
| SYSCO CORP 5.95% | $10,441 | $10,417 |
| T-MOBILE USA INC 3.875% | $15,612 | $14,113 |
| TOLEDO HOSP 5.75% | $37,727 | $34,436 |
| TOLL BROS FIN CORP 4.875% | $4,859 | $4,996 |
| TORONTO DOMINION BANK 5.523% | $5,000 | $5,081 |
| TUFTS MED CTR 7% | $6,661 | $5,012 |
| VALERO ENERGY CORP 6.625% | $25,231 | $20,980 |
| VERIZON COMMUNICATIONS BNDS 5. | $10,158 | $9,763 |
| VIRGINIA ELECTRIC & POWER | $4,989 | $4,880 |
| VULCAN MATLS CO FIXED 3.5% | $13,590 | $13,889 |
| WELLS FARGO & CO 4.15% | $9,640 | $9,694 |
| MFC FLEXSHARES IBOXX 3 YR | $1,153,946 | $1,151,617 |
| MFC ISHARES TR BROAD USD HIGH | $5,040,440 | $4,679,320 |
| MFC ISHARES TRUST CORE US | $237,503 | $222,484 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (119 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC COM | $361,846 | $324,172 |
| ADT INC DEL COM | $65,780 | $69,950 |
| ADTALEM GLOBAL ED INC COM | $41,943 | $67,956 |
| AEROVIRONMENT INC COM | $188,876 | $211,599 |
| AFFILIATED MANAGERS GROUP INC | $78,465 | $110,212 |
| AGILENT TECHNOLOGIES INC COM | $33,224 | $29,689 |
| AIR LEASE CORP CL A CL A | $32,092 | $35,049 |
| AKAMAI TECHNOLOGIES INC COM | $27,110 | $29,747 |
| ALBEMARLE CORP COM | $39,072 | $17,474 |
| AMERICAN EXPRESS CO | $127,008 | $207,753 |
| AMERICAN TOWER CORP | $361,546 | $329,771 |
| AMERICOLD RLTY TR INC COM | $25,841 | $18,104 |
| ANSYS INC COM | $30,235 | $37,444 |
| ANTERIX INC | $120,799 | $97,009 |
| APOLLO GLOBAL MANAGEMENT INC | $150,502 | $272,019 |
| APPLIED MATERIALS INC COM | $13,682 | $20,003 |
| ARROW ELECTR INC COM | $22,240 | $21,606 |
| AXALTA COATING SYSTEMS LTD COM | $49,501 | $56,839 |
| BIO RAD LABORATORIES INC CL A | $105,215 | $95,925 |
| BLACKROCK INC COM | $0 | $0 |
| BLACKSTONE INC COM | $159,165 | $310,356 |
| BOK FINL CORP COM NEW | $39,324 | $59,293 |
| BOYD GAMING CORP COM | $75,502 | $96,913 |
| BROADRIDGE FINL SOLUTIONS INC | $19,725 | $30,070 |
| BXP INC | $25,406 | $27,216 |
| CARLYLE GROUP INC COM | $69,917 | $116,531 |
| CATALENT INC COM | $0 | $0 |
| CBRE GROUP INC | $35,413 | $55,930 |
| CENCORA INC | $21,572 | $29,433 |
| CENTENE CORP DEL COM | $29,967 | $27,503 |
| CHAMPIONX CORPORATION COM | $16,732 | $14,030 |
| CHARLES RIV LABORATORIES INTL | $51,436 | $53,534 |
| COTERRA ENERGY INC COM | $24,226 | $24,927 |
| CSX CORP COM | $24,347 | $25,977 |
| CUMMINS INC | $21,759 | $30,677 |
| D R HORTON INC COM | $24,124 | $35,235 |
| DARDEN RESTAURANTS INC COM | $31,842 | $39,952 |
| DENTSPLY SIRONA INC COM | $20,741 | $10,572 |
| DOVER CORP COM | $25,581 | $33,393 |
| EASTMAN CHEM CO COM | $21,357 | $23,195 |
| ELBIT SYS LTD | $85,362 | $108,906 |
| ENTEGRIS INC COM | $26,016 | $32,789 |
| ENVISTA HLDGS CORP COM | $73,531 | $67,882 |
| FAIR ISAAC CORPORATION COM | $172,485 | $302,621 |
| FIRST AMERN FINL CORP COM | $40,394 | $45,893 |
| GATX CORP COM | $19,455 | $26,808 |
| GCM GROSVENOR INC COM | $32,930 | $47,350 |
| GENERAC HLDGS INC COM | $39,748 | $58,764 |
| GENERAL DYNAMICS CORP COM | $19,004 | $21,870 |
| GENTEX CORP COM | $49,157 | $47,721 |
| GLOBAL PMTS INC COM | $26,532 | $27,343 |
| GXO LOGISTICS INC COM | $0 | $0 |
| HELMERICH & PAYNE INC COM | $19,403 | $13,256 |
| HEXCEL CORP COM | $23,275 | $21,130 |
| HOULIHAN LOKEY INC CL A | $25,474 | $44,978 |
| IAC INC COM | $0 | $0 |
| INTERCONTINENTAL EXCHANGE INC | $27,079 | $37,849 |
| INTERPUBLIC GROUP COMPANIES | $49,779 | $47,690 |
| IQVIA HLDGS INC | $27,698 | $23,581 |
| JANUS HENDERSON GROUP PLC | $33,047 | $56,140 |
| JONES LANG LASALLE INC COM | $37,545 | $66,576 |
| KENNAMETAL INC | $39,410 | $41,386 |
| KEYCORP NEW COM | $24,838 | $26,036 |
| KEYSIGHT TECHNOLOGIES INC COM | $36,860 | $33,893 |
| LAB CORP AMER HLDGS COM | $66,978 | $73,841 |
| LAM RESH CORP COM | $236,576 | $247,749 |
| LAZARD INC | $56,585 | $75,984 |
| LESLIES INC COM | $16,601 | $8,545 |
| LUMENTUM HLDGS INC COM | $0 | $0 |
| MADISON SQUARE GARDEN ENTMT | $77,928 | $89,071 |
| MADISON SQUARE GARDEN SPORTS | $46,619 | $61,836 |
| MANCHESTER UTD PLC COM | $35,340 | $36,903 |
| MASCO CORP COM | $57,334 | $78,085 |
| MATTEL INC COM | $64,990 | $60,353 |
| MFB NORTHERN EQUITY INDEX FUND | $2,600,000 | $2,500,974 |
| MFB NORTHERN STK INDEX FUND | $6,482,428 | $10,639,880 |
| MFB NORTHERN EMERGING MKTS EQY | $3,163,065 | $3,007,824 |
| MFC FLEXSHS TR STOXX GBL BROAD | $1,182,018 | $1,219,692 |
| MFC ISHARES INC MSCI EMERGING | $0 | $0 |
| MFO VANGUARD DEVELOPED MARKETS | $3,760,492 | $3,539,972 |
| MIDDLEBY CORP COM | $29,620 | $32,508 |
| MOELIS & CO CL A CL A | $63,859 | $112,298 |
| MOHAWK INDS INC COM | $54,870 | $76,362 |
| MURPHY OIL CORP COM | $14,929 | $10,682 |
| PACKAGING CORP AMER COM | $17,569 | $28,366 |
| PALANTIR TECHNOLOGIES INC CL A | $83,664 | $102,101 |
| PARAMOUNT GLOBAL | $50,800 | $43,409 |
| PRESTIGE CONSUMER HEALTHCARE I | $48,601 | $64,034 |
| PROGRESSIVE CORP | $25,762 | $45,526 |
| PROLOGIS INC COM | $0 | $0 |
| QIAGEN NV ORD EUR0.01 | $25,258 | $25,605 |
| RAYMOND JAMES FNCL INC COM | $30,225 | $42,405 |
| REINSURANCE GROUP AMER INC COM | $28,031 | $40,376 |
| RENAISSANCE RE HLDGS LTD COM | $24,451 | $31,350 |
| REPUBLIC SVCS INC COM | $30,768 | $49,490 |
| RESIDEO TECHNOLOGIES INC COM | $36,798 | $53,522 |
| ROSS STORES INC COM | $21,429 | $21,027 |
| ROYAL CARIBBEAN GROUP COM STK | $25,888 | $62,978 |
| SBA COMMUNICATIONS CORP | $26,849 | $20,584 |
| SCOTTS MIRACLE-GRO | $24,724 | $22,290 |
| SEALED AIR CORP COM | $25,150 | $16,644 |
| SENSATA TECHNOLOGIES | $31,222 | $18,659 |
| SIMPSON MFG INC COM | $0 | $0 |
| SKYWORKS SOLUTIONS INC COM | $28,905 | $23,500 |
| SMUCKER J M CO COM | $87,634 | $84,572 |
| SNAP-ON INC COM | $25,374 | $35,306 |
| SPHERE ENTERTAINMENT CO COM | $84,231 | $96,042 |
| SPIRIT AEROSYSTEMS HLDGS INC | $0 | $0 |
| STERICYCLE INC COM | $0 | $0 |
| STIFEL FINL CORP COM | $24,415 | $38,825 |
| SYNOPSYS INC COM | $13,785 | $18,929 |
| SYSCO CORP COM | $22,629 | $22,479 |
| TELESAT CORP | $93,254 | $51,622 |
| TJX COS INC COM | $14,659 | $21,867 |
| TRANSDIGM GROUP INC COM | $258,206 | $396,659 |
| ULTA BEAUTY INC | $25,870 | $26,966 |
| WEC ENERGY GROUP INC COM | $26,653 | $27,930 |
| WOODWARD INC COM | $19,818 | $30,455 |
| ZEBRA TECHNOLOGIES CORP | $20,424 | $38,234 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,149,909 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,923,182 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICREDIT .76% | AT COST | $0 | $0 |
| AMERICREDIT 1.17% | AT COST | $0 | $0 |
| CHASE HOME LENDING 5.5% | AT COST | $23,001 | $22,943 |
| FORD CR AUTO LEASE 5.05% | AT COST | $19,998 | $20,127 |
| GM FINANCIAL SECURITIZED 4.42% | AT COST | $0 | $0 |
| GM FINL AUTOMOBILE 5.88% | AT COST | $0 | $0 |
| J P MORGAN MTG TR 2021-1 | AT COST | $14,994 | $11,536 |
| J P MORGAN MTG TR 2021-7 | AT COST | $15,825 | $14,914 |
| J P MORGAN MTG TR 3% | AT COST | $6,807 | $5,562 |
| J P MORGAN MTG TR 5% | AT COST | $17,812 | $17,640 |
| J P MORGAN MTG TR FLTG RT 3% | AT COST | $1,061 | $919 |
| MFB NORTHN FDS GLOBAL REAL EST | AT COST | $1,423,653 | $1,320,483 |
| PVTPL CMO JP MORGAN MTG SRS | AT COST | $11,012 | $9,864 |
| PVTPL VOLVO FINL EQUIP LLC | AT COST | $29,998 | $29,786 |
| VERIZON MASTER TR 9.9567% | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHARITABLE GIVING PORTAL | $61,162 | $0 | $0 | $61,162 |
| BANK FEES | $2,637 | $0 | $0 | $2,637 |
| CAUSECARD PROCESSING | $7,697 | $0 | $0 | $7,697 |
| CT AND FL ANNUAL FILING FEES | $570 | $0 | $0 | $570 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $158,503 | $158,503 | $0 | $0 |
| GRANTEE REVIEW FEES | $36,000 | $0 | $0 | $36,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NET FEDERAL EXCISE TAXES PAID | CategoryTxt |
| Amt | $15,801 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |