PROLOGIS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PROLOGIS FOUNDATION (EIN 36-4439409)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349101867
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T09:51:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 MARKET STREET 25TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191033984 | 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 | 364439409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROLOGIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PROL | BusinessNameControlTxt |
| Phone | 3035675000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 WAZEE ST 500 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN HUSSAIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3035675000 | PhoneNum |
| Signature | 2025-11-11 | 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 | DAVID DOTSON | PreparerPersonNm |
| PTIN | P00738401 | PTIN |
| Phone | 2152462300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,575,468 | 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 | $4,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,091,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,091,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $473,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,917,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $473,511 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,568,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,564,520 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $216,579 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $142,274 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,305 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,040 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,040 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $256,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $164,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,671,293 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,671,293 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,927,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $164,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,745,598 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$359,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,400,206 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $183,861 | CashBOYAmt |
| Cash EOY | $1,111,518 | CashEOYAmt |
| Cash EOYFMV | $1,111,518 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,634,728 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,357,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,357,236 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,311,489 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,120,023 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,120,023 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,643,099 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,986,691 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,986,691 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $55,773,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,575,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,575,468 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | -$55,849,847 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$56,211,770 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $111,623,024 | RetainedEarningBOYAmt |
| Retained Earning EOY | $115,787,238 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,773,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,575,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,773,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,575,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,773,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$359,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,161,683 | OtherIncreasesAmt |
| Subtotal | $59,575,468 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,575,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $13,817,522 | $13,443,940 | $373,582 | $373,582 | |
| CAPITAL GAINS DIVIDENDS | $99,929 | $99,929 | $99,929 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $473,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,363 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,363 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,363 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,135 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $21,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,135 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $772 | OverpaymentAmt |
| Applied To ES Tax | $772 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PROLOGIS | IndividualWithBooksNm |
| Phone | 3035675000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 WAZEE ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NEKRITZ EDWARD S | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | DIRECTOR AND PRESIDENT | 0.25 | $0 | $0 | $0 |
| FALLENDER SUZANNE | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | DIRECTOR AND VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| MCKEOWN COLLEEN | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| PALAZZOLO LORI A | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | MANAGING DIR & CHIEF ACCOUNTING OFFICE | 0.10 | $0 | $0 | $0 |
| HARRIS LISA | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | SENIOR VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| DROLLINGER CARMEN D | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | VICE PRESIDENT (TO 11/1/24) | 0.10 | $0 | $0 | $0 |
| POLGAR JESSICA | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | ASSISTANT SECRETARY | 2.00 | $0 | $0 | $0 |
| NELSON JENNIFER | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ZOTTOLA SARAH | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| HUSSAIN STEVEN | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| KITTREDGE NICK | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| WESTON PAUL | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DOERING HOLLY | ||||||||
| 1800 WAZEE ST SUITE 500 | DENVER | CO | 80202 | ASSISTANT SECRETARY | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (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 |
|---|---|---|---|---|---|---|---|---|---|---|
| JP MORGAN CHASE & CO | ||||||||||
| 270 PARK AVENUE | NEW YORK | NY | 100172014 | INVESTMENT ADVISORY | $142,274 | |||||
| BENEVITY INC | ||||||||||
| DONATION MANAGEMENT | $74,305 | 611 MEREDITH ROAD NE 700 | CALGARY | ALBERTA | CA | AB T2E 2W5 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,969,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,741,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,711,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,711,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $895,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,815,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,940,781 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,940,781 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,363 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,363 | TotalTaxAmt |
| Distributable Before Adj | $2,907,418 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,907,418 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,907,418 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,745,598 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,745,598 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,907,418 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $412,259 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,730,086 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,426,481 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $943,479 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,925,689 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,437,994 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,745,598 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,745,598 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $161,820 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $161,820 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,276,174 | 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 | $250,439 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,025,735 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,730,086 | ExcessFromYear4Amt |
| Excess From Year3 | $1,426,481 | ExcessFromYear3Amt |
| Excess From Year2 | $943,479 | ExcessFromYear2Amt |
| Excess From Year1 | $2,925,689 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF ATLANTA INC | ||||||||||||
| 141 AUBURN AVENUE NE | ATLANTA | GA | 30303 | PC | COMMUNITY SUPPORT | $10,000 | ||||||
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | PC | COMMUNITY SUPPORT | $600 | ||||||
| ALS ASSOCIATION | ||||||||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | PC | HUMAN WELFARE | $1,500 | ||||||
| ALSAC ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||||
| 100 BUSH ST SUITE 850 | SAN FRANCISCO | CA | 94104 | PC | COMMUNITY SUPPORT | $2,750 | ||||||
| AMERICAN CANCER SOCIETY INC | ||||||||||||
| 270 PEACHTREE ST NW SUITE 1300 | ATLANTA | GA | 30303 | PC | COMMUNITY SUPPORT | $1,563 | ||||||
| AMERICAN NATIONAL RED CROSS | ||||||||||||
| 430 17TH STREET NW | WASHINGTON | DC | 20006 | PC | COMMUNITY SUPPORT | $26,563 | ||||||
| AMERICAN ONLINE GIVING FOUNDATION INC | ||||||||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | PC | MATCHING GIFTS | $157,844 | ||||||
| ANN ARBOR AREA COMMUNITY FOUNDATION | ||||||||||||
| 301 N MAIN ST SUITE 300 | ANN ARBOR | MI | 48104 | PC | COMMUNITY SUPPORT | $7,500 | ||||||
| ASIAN AMERICAN SCHOLAR FORUM INC | ||||||||||||
| 1776 BROADWAY STE 1101 | NEW YORK | NY | 10019 | PC | EDUCATION | $25,000 | ||||||
| ASIAN ART MUSEUM | ||||||||||||
| 200 LARKIN STREET | SAN FRANCISCO | CA | 94102 | PC | ARTS & CULTURE | $10,000 | ||||||
| BANCO DE ALIMENTOS ASSOCIAO CIVIL | ||||||||||||
| NC | COMMUNITY SUPPORT | $20,000 | RUA ATIBAIA 218 | SO PAULO | BR | |||||||
| BEYOND EMANCIPATION | ||||||||||||
| 675 HEGENBERGER RD SUITE 100 | OAKLAND | CA | 94621 | PC | HUMAN WELFARE | $10,000 | ||||||
| BLACK GIRLS CODE | ||||||||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | PC | COMMUNITY SUPPORT | $10,000 | ||||||
| BOYS & GIRLS CLUB OF BUENA PARK | ||||||||||||
| 7758 S KNOTT AVE | BUENA PARK | CA | 90620 | PC | COMMUNITY SUPPORT | $5,000 | ||||||
| BOYS & GIRLS CLUBS OF METRO DENVER | ||||||||||||
| 2017 W 9TH AVE | DENVER | CO | 80204 | PC | COMMUNITY SUPPORT | $33,000 | ||||||
| BOYS AND GIRLS CLUB OF TRACY | ||||||||||||
| 753 W LOWELL AVENUE | TRACY | CA | 95376 | PC | COMMUNITY SUPPORT | $5,000 | ||||||
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | PC | ARTS & CULTURE | $10,000 | ||||||
| CANADIAN ONLINE GIVING FOUNDATION | ||||||||||||
| PC | MATCHING GIFTS | $153 | 700 611 MEREDITH ROAD NE | CALGARY | CA | ALBERTA | ||||||
| CHRONICLE SEASON OF SHARING FUND | ||||||||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | HUMAN WELFARE | $35,000 | ||||||
| CITY OF HOPE GENERAL OPERATING | ||||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | PC | COMMUNITY SUPPORT | $15,000 | ||||||
| COLORADO UPLIFT | ||||||||||||
| 400 W 48TH AVENUE STE 250 | DENVER | CO | 80216 | PC | EDUCATION | $12,500 | ||||||
| CONGREGATION EMANUEL TEMPLE EMANUEL | ||||||||||||
| 2 LAKE STREET | SAN FRANCISCO | CA | 94118 | PC | COMMUNITY SUPPORT | $1,000 | ||||||
| DENVER ART MUSEUM | ||||||||||||
| 100 WEST 14TH AVENUE PARKWAY | DENVER | CO | 80204 | PC | ARTS & CULTURE | $5,000 | ||||||
| DENVER BOTANIC GARDENS | ||||||||||||
| 1007 YORK STREET | DENVER | CO | 80206 | PC | ARTS & CULTURE | $6,250 | ||||||
| DENVER MUSEUM OF NATURE & SCIENCE | ||||||||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | PC | ARTS & CULTURE | $5,000 | ||||||
| DENVER ZOOLOGICAL FOUNDATION | ||||||||||||
| 2300 STEELE STREET | DENVER | CO | 80205 | PC | ARTS & CULTURE | $7,500 | ||||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | COMMUNITY SUPPORT | $2,750 | ||||||
| EXPLORATORIUM | ||||||||||||
| PIER 15 THE EMBARCADERO | SAN FRANCISCO | CA | 94111 | PC | ARTS & CULTURE | $10,000 | ||||||
| FEEDING AMERICA | ||||||||||||
| 161 N CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | PC | HUMAN WELFARE | $295,000 | ||||||
| FOOD BANK OF CONTRA COSTA AND SOLANO | ||||||||||||
| 4010 NELSON AVE | CONCORD | CA | 94520 | PC | COMMUNITY SUPPORT | $600 | ||||||
| FOOD BANK OF THE ROCKIES | ||||||||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | PC | HUMAN WELFARE | $5,000 | ||||||
| FREE MOM HUGS INC | ||||||||||||
| PO BOX 12731 | OKLAHOMA CITY | OK | 73157 | PC | COMMUNITY SUPPORT | $20,000 | ||||||
| FRIENDS OF THE WORLD FOOD PROGRAM | ||||||||||||
| 1750 H STREET NW SUITE 500 | WASHINGTON | DC | 20006 | PC | COMMUNITY SUPPORT | $1,788 | ||||||
| GIANTS COMMUNITY FUND | ||||||||||||
| ORACLE PARK 24 WILLIE MAYS PLAZA | SAN FRANCISCO | CA | 94107 | PC | MATCHING GIFTS | $5,000 | ||||||
| GIRLS INC OF METRO DENVER | ||||||||||||
| 1499 JULIAN STREET | DENVER | CO | 80204 | PC | HUMAN WELFARE | $10,500 | ||||||
| GIRLVENTURES | ||||||||||||
| 119 FILBERT STREET | OAKLAND | CA | 94607 | PC | COMMUNITY SUPPORT | $15,000 | ||||||
| GLIDE FOUNDATION | ||||||||||||
| 330 ELLIS STREET | SAN FRANCISCO | CA | 94102 | PC | COMMUNITY SUPPORT | $600 | ||||||
| GLOBAL EMPOWERMENT MISSION INC | ||||||||||||
| 1850 NW 84 AVE STE 100 | DORAL | FL | 33126 | PC | DISASTER RELIEF | $65,000 | ||||||
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||||||||
| 201 FORT MASON | SAN FRANCISCO | CA | 94123 | PC | COMMUNITY SUPPORT | $1,000 | ||||||
| GOODWILL INDUSTRIES OF MIDDLE TN | ||||||||||||
| 937 HERMAN STREET | NASHVILLE | TN | 37208 | PC | COMMUNITY SUPPORT | $10,000 | ||||||
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||||||
| 285 PEACHTREE CENTER AVENUE NE | ATLANTA | GA | 30303 | PC | HUMAN WELFARE | $455,000 | ||||||
| HAUS DES STIFTENS | ||||||||||||
| PC | MATCHING GIFTS | $241 | LANDSHUTER ALLEE 11 | MUNCHEN | GM | |||||||
| HOLY RESURRECTION ROMANIAN ORTHODOX PARISH | ||||||||||||
| 3250 U STREET | ANTELOPE | CA | 95843 | PC | COMMUNITY SUPPORT | $6,250 | ||||||
| HOUSTON AREA WOMEN'S CENTER | ||||||||||||
| 1010 WAUGH DRIVE | HOUSTON | TX | 77019 | PC | COMMUNITY SUPPORT | $10,000 | ||||||
| HUTTO EDUCATION FOUNDATION INC | ||||||||||||
| PO BOX 363 | HUTTO | TX | 78634 | PC | COMMUNITY SUPPORT | $20,000 | ||||||
| INDIA COMMUNITY CENTER | ||||||||||||
| 525 LOS COCHES STREET | MILPITAS | CA | 95035 | PC | COMMUNITY SUPPORT | $20,000 | ||||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | UKRAINE RELIEF | $2,238 | ||||||
| JEWISH COMMUNITY CENTERS OF COLORADO | ||||||||||||
| 350 SOUTH DAHLIA STREET | DENVER | CO | 80246 | PC | HUMAN WELFARE | $12,500 | ||||||
| JEWISH FAMILY SERVICE | ||||||||||||
| 3201 SOUTH TAMARAC DRIVE | DENVER | CO | 80231 | PC | COMMUNITY SUPPORT | $1,500 | ||||||
| JUNIOR ACHIEVEMENT OF NORTHERN CA | ||||||||||||
| 3003 OAK RD STE 130 | WALNUT CREEK | CA | 94597 | PC | EDUCATION | $27,500 | ||||||
| JUNIOR ACHIEVEMENT ROCKY MOUNTAIN | ||||||||||||
| 1445 MARKET STREET SUITE 200 | DENVER | CO | 80202 | PC | EDUCATION | $112,492 | ||||||
| KIND INC | ||||||||||||
| 1201 L STREET NW FLOOR 2 | WASHINGTON | DC | 20005 | PC | COMMUNITY SUPPORT | $1,188 | ||||||
| LA CASA DE LAS MADRES | ||||||||||||
| 1269 HOWARD STREET | SAN FRANCISCO | CA | 94103 | PC | COMMUNITY SUPPORT | $10,000 | ||||||
| LAURA W BUSH INSTITUTE FOR WOMEN'S HEALTH | ||||||||||||
| 2412 VANDERVENTER AVE SUITE 108A | SAN ANGELO | TX | 76909 | PC | COMMUNITY SUPPORT | $6,250 | ||||||
| MARKET STREET MISSION INC | ||||||||||||
| 9 MARKET ST | MORRISTOWN | NJ | 07960 | PC | HUMAN WELFARE | $12,500 | ||||||
| MARQUETTE UNIVERSITY | ||||||||||||
| 1250 W WISCONSIN AVENUE | MILWAUKEE | WI | 53233 | PC | EDUCATION | $12,500 | ||||||
| MCHENRY HOUSE TRACY | ||||||||||||
| 757 A STREET | TRACY | CA | 95376 | PC | COMMUNITY SUPPORT | $10,000 | ||||||
| MEALS ON WHEELS OF SAN FRANCISCO INC | ||||||||||||
| 2142 JERROLD AVENUE | SAN FRANCISCO | CA | 94124 | PC | COMMUNITY SUPPORT | $50,000 | ||||||
| MEDECINS SANS FRONTIERES USA INC | ||||||||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | PC | COMMUNITY SUPPORT | $1,688 | ||||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | COMMUNITY SUPPORT | $10,000 | ||||||
| MIT RSO | ||||||||||||
| 600 TECHNOLOGY SQUARE | CAMBRIDGE | MA | 02139 | PC | EDUCATION | $1,500 | ||||||
| MVLA (MOUNTAIN VIEW LOS ALTOS) HIGH SCHOOL FOUNDATION | ||||||||||||
| 1299 BRYANT AVE | MOUNTAIN VIEW | CA | 94040 | PC | EDUCATION | $3,800 | ||||||
| NATIONAL AFTER SCHOOL | ||||||||||||
| 6420 WILSHIRE BLVD STE 1250 | LOS ANGELES | CA | 90048 | PC | COMMUNITY SUPPORT | $350,000 | ||||||
| OPPORTUNITY GRANTED | ||||||||||||
| PO BOX 161 | KENILWORTH | IL | 60043 | PC | COMMUNITY SUPPORT | $5,000 | ||||||
| PATRIOT PAWS SERVICE DOGS | ||||||||||||
| 254 RANCH TRAIL | ROCKWALL | TX | 75032 | PC | COMMUNITY SUPPORT | $6,000 | ||||||
| PILLAR CARE CONTINUUM INC | ||||||||||||
| 120 EAGLE ROCK AVE SUITE 290 | EAST HANOVER | NJ | 07936 | PC | COMMUNITY SUPPORT | $5,000 | ||||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PC | COMMUNITY SUPPORT | $2,750 | ||||||
| PROJECT ANGEL HEART | ||||||||||||
| 4950 WASHINGTON STREET | DENVER | CO | 80216 | PC | HUMAN WELFARE | $10,000 | ||||||
| REBUILDING TOGETHER SAN FRANCISCO | ||||||||||||
| PIER 28 SUITE 1 | SAN FRANCISCO | CA | 94105 | PC | HUMAN WELFARE | $15,000 | ||||||
| REDWOOD HIGH SCHOOL FOUNDATION | ||||||||||||
| 395 DOHERTY DRIVE | LARKSPUR | CA | 94939 | PC | EDUCATION | $2,000 | ||||||
| ROOSEVELT UNIVERSITY | ||||||||||||
| 430 S MICHIGAN AVE | CHICAGO | IL | 60605 | PC | EDUCATION | $12,500 | ||||||
| SALEM STATE UNIVERSITY | ||||||||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | PC | EDUCATION | $10,000 | ||||||
| SAN FRANCISCO MUSEUM OF MODERN ART (SFMOMA) | ||||||||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | PC | ARTS & CULTURE | $10,000 | ||||||
| SAUSALITO CENTER FOR THE ARTS | ||||||||||||
| 750 BRIDGEWAY | SAUSALITO | CA | 94965 | PC | ARTS & CULTURE | $1,000 | ||||||
| SEMPER FI AND AMERICAS FUND | ||||||||||||
| 825 COLLEGE BLVD SUITE 102 | OCEANSIDE | CA | 92057 | PC | COMMUNITY SUPPORT | $2,750 | ||||||
| SFPOA COMMUNITY SERVICE SCHOLARSHIP FUND | ||||||||||||
| 800 BRYANT ST 2 | SAN FRANCISCO | CA | 94103 | PC | COMMUNITY SUPPORT | $5,000 | ||||||
| SIERRA CLUB FOUNDATION | ||||||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | PC | COMMUNITY SUPPORT | $1,563 | ||||||
| SOLES4SOULS | ||||||||||||
| 319 MARTINGALE DR | OLD HICKORY | TN | 37138 | PC | COMMUNITY SUPPORT | $10,000 | ||||||
| SPECIAL OLYMPICS NORTHERN CALIFORNIA | ||||||||||||
| 3480 BUSKIRK AVENUE SUITE 340 | PLEASANT HILL | CA | 94523 | PC | COMMUNITY SUPPORT | $5,000 | ||||||
| SQUASH HAVEN INC | ||||||||||||
| 254 ELM ST | NEW HAVEN | CT | 06511 | PC | EDUCATION | $250 | ||||||
| STANFORD UNIVERSITY DEVELOPMENT SERVICES | ||||||||||||
| PO BOX 20466 | STANFORD | CA | 94305 | PC | EDUCATION | $12,500 | ||||||
| STELVIO FOR LIFE | ||||||||||||
| NC | HUMAN WELFARE | $75,000 | TRAAIJ 213 | DRIEBERGENRIJSENBURG | NL | UTRECHT | ||||||
| STIFTUNG KINDERHILFEZENTRUM DUSSELDORF | ||||||||||||
| NC | COMMUNITY SUPPORT | $10,000 | WILLICHER STRAE 12 | DSSELDORF | GM | NORTH RHINE-WESTP | ||||||
| THE BASIC FUND | ||||||||||||
| 1301 CLAY ST 70450 | OAKLAND | CA | 94612 | PC | COMMUNITY SUPPORT | $35,000 | ||||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | COMMUNITY SUPPORT | $1,000 | ||||||
| THE MARINE MAMMAL CENTER | ||||||||||||
| 2000 BUNKER ROAD | SAUSALITO | CA | 94965 | PC | ENVIRONMENT | $2,500 | ||||||
| THE POINT FOUNDATION | ||||||||||||
| 5055 WILSHIRE BLVD SUITE 501 | LOS ANGELES | CA | 90036 | PC | COMMUNITY SUPPORT | $10,000 | ||||||
| THERE WITH CARE | ||||||||||||
| 7808 CHERRY CREEK SOUTH DRIVE SUITE | DENVER | CO | 80231 | PC | COMMUNITY SUPPORT | $7,100 | 213 | |||||
| UNITED KINGDOM ONLINE GIVING FOUNDATION | ||||||||||||
| PC | MATCHING GIFTS | $47,109 | BENEVITY UK UNIT 9 CIRENCESTER | UK | CIRENCESTER | OFFICE PARK TETBURY ROAD | ||||||
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||||||
| 1305 W GREEN STREET | URBANA | IL | 61801 | PC | EDUCATION | $12,500 | ||||||
| UNIVERSITY OF UTAH SPECIAL DEPOSITORY | ||||||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | PC | EDUCATION | $12,500 | ||||||
| UNIVERSITY PREPARATORY SCHOOLS | ||||||||||||
| 3230 E 38TH AVENUE | DENVER | CO | 80205 | PC | EDUCATION | $5,000 | ||||||
| VOLUNTEERS FOR OUTDOOR COLORADO | ||||||||||||
| 600 S MARION PARKWAY | DENVER | CO | 80209 | PC | ENVIRONMENT | $4,000 | ||||||
| WISH FOR WHEELS | ||||||||||||
| 4600 S ULSTER ST SUITE 1050 | DENVER | CO | 80237 | PC | HUMAN WELFARE | $12,350 | ||||||
| WOMEN IN AVIATION LAS VEGAS CHAPTER | ||||||||||||
| 1864 DAYTON GERMANTOWN PIKE UNIT 4 | GERMANTOWN | OH | 45327 | PC | COMMUNITY SUPPORT | $5,000 | ||||||
| WOMEN OF MENA IN TECHNOLOGY | ||||||||||||
| 1595 PACIFIC AVE | SAN FRANCISCO | CA | 94109 | PC | COMMUNITY SUPPORT | $5,000 | ||||||
| WORLD CENTRAL KITCHEN | ||||||||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | PC | HUMAN WELFARE | $26,563 | ||||||
| YEAR ONE INC DBA MILE HIGH YOUTH CORPS | ||||||||||||
| 1801 FEDERAL BLVD | DENVER | CO | 80204 | PC | COMMUNITY SUPPORT | $25,000 | ||||||
| YEAR UP | ||||||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | PC | COMMUNITY SUPPORT | $250,000 | ||||||
| YELLOWSTONE FOREVER | ||||||||||||
| 222 E MAIN STREET SUITE 301 | BOZEMAN | MT | 59715 | PC | COMMUNITY SUPPORT | $6,250 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,671,293 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,091,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $473,511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,564,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,564,520 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 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 | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANCO DE ALIMENTOS ASSOCIACAO CIVIL | ||||||||||||
| RUA ATIBAIA 218 | SAO PAULO | SAO PAULO | BR | 01235-010 | 2024-01-09 | $20,000 | FOOD SECURITY | $20,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | 11/5/2025 | 2025-11-05 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC. 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| STELVIO FOR LIFE | ||||||||||||
| TRAAIJ 213 | DRIEBERGENRIJSENBURG | UTRECHT | NL | 2024-07-25 | $75,000 | CANCER RESEARCH | $75,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | JULY 2025 | 2025-07-22 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC. 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | |
| STIFTUNG KINDERHILFEZENTRUM DUSSELDORF | ||||||||||||
| WILLICHER STRABE 12 | DUSSELDORF | NORTH RHINE-WESTP | GM | 40547 | 2024-01-23 | $10,000 | CHILDREN IN NEED | $10,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | JULY 2024 | 2024-07-31 | THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC. 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO INCOME FUND-INS | $559,622 | $559,622 |
| VANGUARD MORTGAGE-BACKED SEC | $1,735,933 | $1,735,933 |
| SIX CIRCLES ULTR SHRT DUR | $555,692 | $555,692 |
| VANGUARD TTL INTL BND-ADM | $2,282,543 | $2,282,543 |
| SIX CIRCLES GLOBAL BOND | $9,350,203 | $9,350,203 |
| SIX CIRCLES CREDIT OPPORT | $2,346,117 | $2,346,117 |
| VANGUARD TOTAL BOND MARKET | $2,350,163 | $2,350,163 |
| VANGUARD TOTAL INTL BOND ETF | $4,066,637 | $4,066,637 |
| VANGUARD INT-TERM CORPORATE | $1,147,219 | $1,147,219 |
| ISHARES US TREASURY BOND ETF | $592,562 | $592,562 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $17,549,617 | $17,549,617 |
| SIX CIRCLES US UNCONSTR EQ | $6,857,004 | $6,857,004 |
| JP MORGAN BETABUILDERS CANADA | $884,140 | $884,140 |
| SIX CIRCLES INTL UCON EQ | $4,594,630 | $4,594,630 |
| JP MORGAN BETABUILDERS JAPAN ETF | $1,408,368 | $1,408,368 |
| JP MORGAN BETA BUILDERS DEVELOP | $826,264 | $826,264 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $4,161,683 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JPM MANAGEMENT FEE | $142,274 | $142,274 | $0 |
| BENEVITY FEES | $74,305 | $0 | $74,305 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FED TAXES PAID | $18,000 | $0 | $0 |
| FOREIGN TAXES | $22,040 | $22,040 | $0 |