BELLWETHER FOUNDATION II: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BELLWETHER FOUNDATION II (EIN 36-4665428)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-05-15
- IRS object ID
- 201741359349103634
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T14:59:26-07:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Summit Business Management Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21650 Oxnard Street Suite 350 | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364665428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BELLWETHER FOUNDATION II | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 8189813115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16255 VENTURA BLVD STE 625 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAIMEE LISA DAVIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven Shapiro | PreparerPersonNm |
| PTIN | P00087362 | PTIN |
| Phone | 8189813115 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $368,560 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $91,787 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91,787 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $91,787 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $231,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,287 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $231,287 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $176,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $842,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,227 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $499,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,301 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $323,074 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $400 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,088 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,088 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $41,088 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,593 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $464 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $109,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $41,488 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $41,488 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $556,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$109,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $457,813 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $281,586 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,499 | CashBOYAmt |
| Cash EOY | $37,427 | CashEOYAmt |
| Cash EOYFMV | $37,427 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $405,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $251,133 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $251,133 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $80,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $80,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $80,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $80,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,331,610 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,559,777 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $7,879,290 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,376,877 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $1,583,310 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,706,101 | CorporateBondsEOYAmt |
| Total Assets BOY | $11,290,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,011,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $368,560 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,290,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,011,315 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,290,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,011,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,290,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,011,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,290,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$109,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $830,693 | OtherIncreasesAmt |
| Subtotal | $12,011,315 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,011,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BOSTON TRUST #08490-VARIOUS SECURITIES | P | 2015-10-01 | 2016-09-30 | $7,388 | $10,640 | -$3,252 | -$3,252 |
| BOSTON TRUST #08490-VARIOUS SECURITIES | P | 2015-10-01 | 2016-09-30 | $835,527 | $656,048 | $179,479 | $179,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,227 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,252 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $528,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,265,795 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04688 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $473,117 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,117,973 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04255 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $460,449 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,375,238 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04438 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $448,626 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,448,505 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04748 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $465,516 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,091,014 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05121 | DistributionYr5Rt |
| Total Distribution | 0.232501 | TotalDistributionRt |
| Average Distribution | 0.046500 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,397,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $529,976 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,578 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $534,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $556,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,578 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,578 | SubtotalAmt |
| Tax Based On Investment Income | $4,578 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,822 | OverpaymentAmt |
| Applied To ES Tax | $3,822 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | podavis@gmail.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMIT BUSINESS MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189813115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16255 VENTURA BLVD SUITE 625 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAIMEE LISA DAVIS | ||||||
| 16255 VENTURA BLVD SUITE 625 | ENCINO | CA | 91436 | President | 10.00 | $0 |
| PAUL OLIVER DAVIS | ||||||
| 16255 VENTURA BLVD SUITE 625 | ENCINO | CA | 91436 | SECRETARY | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER PHILANTHROPY ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 WILSHIRE BLVD STE 820 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $55,000 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,218,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $352,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,570,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,570,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,397,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $569,867 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $569,867 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,578 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,578 | TotalTaxAmt |
| Distributable Before Adj | $565,289 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $565,289 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $565,289 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $556,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $556,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,578 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $552,022 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $565,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $546,647 | UndistributedIncomePYAmt |
| Qualifying Distributions | $556,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $546,647 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,953 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $555,336 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||
| 2201 BROADWAY 302 | OAKLAND | CA | 94612 | None | 501c3 | GENERAL SUPPORT | $35,000 |
| CENTER FOR FOOD SAFETY | |||||||
| 660 PENNSYLVANIA AVE SUITE 302 | WASHINGTON | DC | 20003 | None | 501c3 | GENERAL SUPPORT | $30,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | None | 501c3 | GENERAL SUPPORT | $50,000 |
| BREAST CANCER FUND | |||||||
| 1388 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94109 | None | 501c3 | GENERAL SUPPORT | $40,000 |
| THE DC PROJECT GROUNDSWELL | |||||||
| 1250 24TH STREET NW SUITE 300 | WASHINGTON | DC | 20037 | None | 501c3 | GENERAL SUPPORT | $50,000 |
| COMMONWELL | |||||||
| PO BOX 316 | BOLINAS | CA | 94924 | None | 501c3 | GENERAL SUPPORT | $30,000 |
| SILENT SPRING INSTITUTE | |||||||
| 29 CRAFTS ST | NEWTON | MA | 02458 | None | 501c3 | GENERAL SUPPORT | $45,000 |
| COALITION FOR GREEN CAPITAL | |||||||
| 2001 K STREET NW STE 802 | WASHINGTON | DC | 20006 | None | 501c3 | GENERAL SUPPORT | $40,000 |
| INSTITUTE FOR ENERGY ECONOMICS FINA | |||||||
| 3430 ROCKY RIVER DRIVE | CLEVELAND | OH | 44111 | None | 501c3 | GENERAL SUPPORT | $25,000 |
| VOTE SOLAR INITIATIVE | |||||||
| 360 22ND ST STE 730 | OAKLAND | CA | 94612 | None | 501c3 | GENERAL SUPPORT | $35,000 |
| COMING CLEAN INC | |||||||
| 28 VERNON ST 434 | BRATTLEBRO | VT | 05301 | None | 501c3 | GENERAL SUPPORT | $25,000 |
| ENVIRONMENTAL HEALTH STRATEGY | |||||||
| 565 CONGRESS ST 204 | PORTLAND | ME | 04101 | None | 501c3 | GENERAL SUPPORT | $20,000 |
| PESTICIDE ACTION NETWORK | |||||||
| 1611 TELEGRAPH AVE 1200 | OAKLAND | CA | 94612 | None | 501c3 | GENERAL SUPPORT | $25,000 |
| POLICY IMPACT | |||||||
| 1107 9TH STREET 500 | SACRAMENTO | CA | 95814 | None | 501c3 | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,787 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,287 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,252 | ExclusionAmt |
| Related Or Exempt Function Incm | $179,479 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $319,822 | ExclusionAmt |
| Related Or Exempt Function Incm | $179,479 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $499,301 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $400 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER PHILANTHROPY ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Rockefeller Philanthropy Advisors provides research and counsel on charitable giving, develops philanthropic programs and offers complete program, administrative and management services for foundations and trusts. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Delivery | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized gain/loss | Desc |
| Amt | $830,693 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $55,000 | $0 | $0 | $55,000 |
| INVESTMENT ADVISORY FEES | $41,088 | $41,088 | $41,088 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $4,593 | Amt |