STRATEGY STUDIO / PUBLIC DATA EXPLORER

I COULD DO GREAT THINGS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
I COULD DO GREAT THINGS FOUNDATION (EIN 27-1950767)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202523189349102482
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T11:10:30-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12401 NW BOCA RATON BLVDAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334316632ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271950767EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1I COULD DO GREAT THINGS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlICOUBusinessNameControlTxt
Phone3025281200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16501 PARK OF COMMERCE BLVD 237AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTUART GRANTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3023978187PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEIF NOVIEPreparerPersonNm
PTINP00548257PTIN
Phone5613671040PhoneNum
Preparation2025-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,058,231FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$26,370InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$26,370InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$62,935DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,935DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$376,918NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,461,688GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$376,918CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$466,223TotalRevAndExpnssAmt
Total Net Invst Incm$466,223TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$3,626TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,626TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30,723OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,973OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,349TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,599TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,292,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,292,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,326,349TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,599TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,292,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$860,126ExcessRevenueOverExpensesAmt
Net Investment Income$433,624NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$64,149CashBOYAmt
Sav And Temp Cash Invst BOY$153,002SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$211,442SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$211,442SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,863,543CorporateStockBOYAmt
Corporate Stock EOY$1,191,013CorporateStockEOYAmt
Corporate Stock EOYFMV$2,152,520CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$60,026CorporateBondsEOYAmt
Corporate Bonds EOYFMV$50,309CorporateBondsEOYFMVAmt
Other Investments BOY$901,268OtherInvestmentsBOYAmt
Other Investments EOY$592,604OtherInvestmentsEOYAmt
Other Investments EOYFMV$643,960OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,981,962TotalAssetsBOYAmt
Total Assets EOY$2,055,085TotalAssetsEOYAmt
Total Assets EOYFMV$3,058,231TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,981,962CapitalStockBOYAmt
Capital Stock EOY$2,055,085CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,981,962TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,055,085TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,981,962TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,055,085TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,981,962TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$860,126ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,121,836SubtotalAmt
Other Decreases$66,751OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,055,085TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,460,331$1,084,770$375,561$375,561
SCP PRIVATE CREDIT BDC ACCESS LLC K1$1,357$1,357$1,357P
FieldValueIRS element (for citing)
Capital Gain Net Income$376,918CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,027InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,027SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,027TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,766EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$350ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,116TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$89OverpaymentAmt
Applied To ES Tax$89AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressICOULDDOGREATTHINGS.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3023978187PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16501 PARK OF COMMERCE BLVD STE 237AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsYes (1)ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STUART M GRANT
7880 TALAVERA PLDELRAY BEACHFL33446DIRECTOR/PRESIDENT/TREASURER1.00$0$0$0
SUZANNE B GRANT
7880 TALAVERA PLDELRAY BEACHFL33446DIRECTOR/VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,293,030AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$317,718AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,610,748TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,610,748AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,161CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,556,587NetVlNoncharitableAssetsAmt
Minimum Investment Return$177,829MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$177,829MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,027TaxBasedOnInvestmentIncomeAmt
Total Tax$6,027TotalTaxAmt
Distributable Before Adj$171,802DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$171,802DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$171,802DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,292,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,292,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$171,802DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,100,900ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$204,122ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$370,433ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,507,180ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$912,081ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,094,716TotalExcessDistributionCyovAmt
Qualifying Distributions$1,292,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$171,802AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,120,198RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,214,914TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,100,900ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,114,014ExcessDistriCyovToNextYrAmt
Excess From Year4$204,122ExcessFromYear4Amt
Excess From Year3$370,433ExcessFromYear3Amt
Excess From Year2$1,507,180ExcessFromYear2Amt
Excess From Year1$912,081ExcessFromYear1Amt
Excess From Current Year$1,120,198ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTUART M GRANTContributingManagerNm
Contributing ManagerSUZANNE B GRANTContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTUART M GRANTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16501 PARK OF COMMERCE BLVD STE 237AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3023978187RecipientPhoneNum
Recipient Email AddressINFO@ICOULDDOGREATTHINGS.ORGRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN APPLICATIONS INCLUDING A. BIOGRAPHICAL RECORD AND SUPPORTING MATERIAL OF THE APPLICANT B. A REPORT ON THEIR ACADEMIC AND PROFESSIONAL CAREERS C. A DETAILED STATEMENT OF THEIR TRAINING PLANS D. A STATEMENT OF THEIR PLANS AND COMMITMENTS AFTER THE PROGRAM FOR WHICH THEY SEEK THE GRANT E. LETTERS OF REFERENCE (WHICH INCLUDE RECOMMENDATIONS FROM INSTRUCTORS) F. LIST OF PUBLICATIONS, IF ANY G. ANY OTHER RELEVANT DOCUMENTATION THAT THE GRANT APPLICANT DETERMINES MAY BE OF ASSISTANCE TO THE GRANT-MAKING COMMITTEEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtRecipient RelationshipRecipientRelationshipTxt
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTONDC20001501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$75,000
BELMONT CHILD CARE ASSOCIATION INC
2150 HEMPSTEAD TPKE BELMONT PARKELMONTNY11003501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$5,000GATE 6
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$18,000
CONGREGATION BETH SHALOM
1447 LYONS RDCOCONUT CREEKFL33063501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$18,000
CORNELL UNIVERSITY
616 THURSTON AVEITHACANY14853501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$5,000
JEWBELONG
37 WEST 20TH STREET SUITE 307NEW YORKNY10011501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$10,000
JEWISH FEDERATION OF DELAWARE
101 GARGEN OF EDEN RDWILMINGTONDE19803501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$302,000
JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY
9001 DONNA KLEIN BLVDBOCA RATONFL33428501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$140,000
JILLIAN REIFSNYDER
425 S FINANCIAL PLACE 4TH FLOORCHICAGOIL60605INDIVIDUALSPONSORSHIP OF SUMMER INTERNSHIP$6,000NONE
MAKING HEADWAY FOUNDATION INC
115 KING STCHAPPAGUANY10514501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$1,000
MEDIA MATTERS FOR AMERICA
PO BOX 44811WASHINGTONDC20026501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$10,000
ODYSSEY CHARTER SCHOOL
1755 ELDRON BLVD SEPALM BAYFL32909501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$16,000
SARATOGA PERFORMING ARTS CENTER
108 AVENUE OF THE PNESSARATOGA SPRINGSNY12866501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$7,000
SECURE COMMUNITY NETWORK
PO BOX 10303CHICAGOIL60610501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$100,000
SIEGEL JCC
101 GARGEN OF EDEN RDWILMINGTONDE19803501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$1,000
THE CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUECLEVELANDOH44195501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$25,000
THE JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY 17TH FLOORNEW YORKNY10004501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$5,000
THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS
1300 PENNSYLVANIA AVE NWWASHINGTONDC20004501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$100,000
TULANE UNIVERSITY
6823 ST CHARLES AVENUENEW ORLEANSLA70118501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$100,000
UNIVERSITY OF DELAWARE
540 S COLLEGE AVE STE 130NEWARKDE19713501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$5,000
UNIVERSITY OF DELAWARE HILLEL
47 W DELWARE AVENEWARKDE19711501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$333,000
UNIVERSITY OF GEORGIA
100 BROAD STREETATHENSGA30602501(C)(3) ORGANIZATITO SUPPORT THE MISSION OF THE ORGANIZATION.$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,292,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,370ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,935ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$376,918ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$466,223ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$466,223TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$60,026EOYBookValueAmt
EOYFMV$50,309EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,191,013EOYBookValueAmt
EOYFMV$2,152,520EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GS PMM CREDIT II LLCAT COST$155,471$217,961
K-1 FROM SCP PRIVATE CREDIT (BDC) ACCESS LPAT COST$237,133$225,999
STATE OF ISREAL BONDSAT COST$200,000$200,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTDesc
Amt$66,751Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MARKETING$5,500$5,500$0
PO BOX RENTAL FEE$256$256$0
PORTFOLIO DEDUCTIONS FROM K-1 SCP PRIVATE CREDIT (BDC) ACCESS LP$4,471$4,471$0
PORTFOLIO MANAGEMENT FEES - GOLDMAN SACHS$16,996$16,996$0
PROFESSIONAL FEES$3,500$1,750$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAXES$3,065$3,065$0
FOREIGN TAXES - GOLDMAN SACHS$561$561$0