ONE WORLD FUND TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ONE WORLD FUND TR (EIN 04-6485766)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-10
- IRS object ID
- 202540419349100309
- Schema version
- 2024v5.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-10T09:16:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042206126 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPHAEL AND RAPHAEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 STUART STREET 3RD FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 046485766 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONE WORLD FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONEW | BusinessNameControlTxt |
| Phone | 9784744201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 ESSEX STREET | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MILLER | PersonNm |
| Person Title | AUTHORIZED OFFICER | PersonTitleTxt |
| Phone | 9784744201 | PhoneNum |
| Signature | 2025-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN J CARNEY | PreparerPersonNm |
| PTIN | P00219125 | PTIN |
| Phone | 6172101200 | 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 | $23,009,445 | 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 | $83,495 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83,495 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $461,277 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $461,277 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,233 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,632 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $546,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $546,404 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $300,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $300,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,621 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,621 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $341,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $267,120 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $661,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $267,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $379,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $868,762 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $868,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,530,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $267,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,248,308 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$984,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $279,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,916,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,075,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,075,703 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,190,214 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,250,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,933,742 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,106,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,326,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,009,445 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $120,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $120,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,986,801 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,206,199 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,106,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,326,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,106,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,326,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,106,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$984,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $203,710 | OtherIncreasesAmt |
| Subtotal | $11,326,199 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,326,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BOEING COMPANY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-29 | AcquiredDt |
| Sold | 2024-04-11 | SoldDt |
| Gross Sales Price | $6,233 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,601 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,632 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,632 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,632 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,400 | OverpaymentAmt |
| Applied To ES Tax | $4,400 | 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 | MA | 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 | KAREN MILLER | IndividualWithBooksNm |
| Phone | 9784744201 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 ESSEX STREET | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DIANA DEVEGH | ||||||||
| 89 WASHINTON PLACE APT 3G | NEW YORK | NY | 10011 | TRUSTEE | 25.00 | $140,000 | $0 | $0 |
| RICHARD HEALEY | ||||||||
| 1515 OXFORD STREET 1D | BERKLEY | CA | 94709 | TRUSTEE | 25.00 | $160,000 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USB FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ESSEX CENTER DRIVE | AddressLine1Txt |
| City | PEABODY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISER | ServiceTypeTxt |
| Compensation | $0 | CompensationAmt |
| 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 | $21,852,285 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,556,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,408,734 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,408,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $351,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,057,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,152,880 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,152,880 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,880 | TotalTaxAmt |
| Distributable Before Adj | $1,149,000 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,149,000 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,149,000 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,248,308 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,248,308 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,149,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $298,241 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,248,308 | QualifyingDistributionsAmt |
| Applied To Year1 | $298,241 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $950,067 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $198,933 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD HEALY CO ONE WORLD FUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 OXFORD STREET 1D | AddressLine1Txt |
| City | BERKLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94709 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6178036040 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD INCLUDE: (1) A GENERAL BACKGROUND OF YOUR ORGANIZATION, (2) THE REQUESTED AMOUNT, (3) THE PROPOSED USE OF THE AMOUNT REQUESTED, AND (4) A COPY OF YOUR INTERNAL REVENUE CODE SECTION 501 (C) (3) EXEMPTION CERTIFICATE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE DUE TO GEOGRAPHICAL LOCATION OR KIND OF INSTITUTION (EXCEPT MUST BE A 501(C)(3) ORGANIZATION). AMOUNTS ARE LIMITED BY THE FUND'S CAPACITY TO PAY GRANTS RELATIVE TO ITS TOTAL ASSETS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE AMERICAN PROSPECT INC | |||||||
| 1225 EYE STREET NW 600 | WASHINGTON | DC | 20005 | NONE | CHARITABLE | GENERAL SUPPORT | $39,878 |
| ARS NOVA | |||||||
| 511 WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | CHARITABLE | GENERAL SUPPORT | $5,053 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | CHARITABLE | GENERAL SUPPORT | $10,107 |
| COMMONWEALTH FOUNDATION INC | |||||||
| 1442A WALNUT STREET 42 | BERKELEY | CA | 94709 | NONE | CHARITABLE | FOR THE STRATEGY PROJECT DIRECTED BY MARIA SVART PROJECT | $20,000 |
| DORRANCE DANCE | |||||||
| PO BOX 1935 RADIO CITY STATION | NEW YORK | NY | 101011935 | NONE | CHARITABLE | GENERAL SUPPORT | $15,244 |
| DORRANCE DANCE | |||||||
| PO BOX 1935 RADIO CITY STATION | NEW YORK | NY | 101011935 | NONE | CHARITABLE | GENERAL SUPPORT | $5,121 |
| ELEVATOR REPAIR SERVICE THEATER INC | |||||||
| 47 GREAT JONES STREET 3RD FLOOR | NEW YORK | NY | 10012 | NONE | CHARITABLE | GENERAL SUPPORT | $14,753 |
| EN GARDE ARTS | |||||||
| 109 BERGEN STREET | NEW YORK | NY | 11021 | NONE | CHARITABLE | GENERAL SUPPORT | $5,064 |
| EN GARDE ARTS | |||||||
| 109 BERGEN STREET | NEW YORK | NY | 11021 | NONE | CHARITABLE | GENERAL SUPPORT | $5,195 |
| FOUNDATION FOR INDEPENDENT ARTISTS INC | |||||||
| 3 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | CHARITABLE | FOR THE EPHRAT ASHERIE DANCE PROJECT | $10,000 |
| FSISIDISSENT | |||||||
| 120 WALL STREET 3 1ST FLOOR | NEW YORK | NY | 10005 | NONE | CHARITABLE | GENERAL SUPPORT | $74,837 |
| FRACTURED ATLAS INC | |||||||
| 228 PARK AVE S 56651 | NEW YORK | NY | 10003 | NONE | CHARITABLE | THE WHEN THE MIND'S FREE PROJECT | $5,000 |
| GOOD JOBS FIRST CHIPS COMMUNITEIS UNITED GRANT | |||||||
| 1380 MONROE STREET NW PMB 504 | WASHINGTON | DC | 20010 | NONE | CHARITABLE | PROJECT CHIPS COMMUNITIES UNITED. | $35,350 |
| INSTITUTE FOR LOCAL SELF RELIANCE INC | |||||||
| 142 HIGH STREET SUITE 616 | PORTLAND | ME | 04101 | NONE | CHARITABLE | GENERAL SUPPORT | $24,278 |
| JUDSON MEMORIAL CHURCH | |||||||
| 55 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10012 | NONE | CHARITABLE | JUDSON ARTS WEDNESDAYS | $15,145 |
| NATIONAL DANCE INSTITUTE INC | |||||||
| 217 W 147TH ST | NEW YORK | NY | 10039 | NONE | CHARITABLE | GENERAL SUPPORT | $19,543 |
| NATIONAL ECONOMIC AND SOCIAL RIGHTS INITIATIVE | |||||||
| 55 BROADWAY ATTN BOND COLLECTIVE ST | NEW YORK | NY | 10006 | NONE | CHARITABLE | PARTNERS FOR DIGNITY AND RIGHTS | $75,000 |
| NATIONAL ECONOMIC AND SOCIAL RIGHTS INITIATIVE | |||||||
| 55 BROADWAY ATTN BOND COLLECTIVE ST | NEW YORK | NY | 10006 | NONE | CHARITABLE | PARTNERS FOR DIGNITY AND RIGHTS | $40,000 |
| NEW VENTURE FUND | |||||||
| 1828 L STREET NW 300-A | WASHINGTON | DC | 20036 | NONE | CHARITABLE | FOR FUTURE CURRENTS PROJECT | $20,000 |
| NEW YORK SHAKESPEARE FESTIVAL | |||||||
| 425 LAFAYETTE | NEW YORK | NY | 10003 | NONE | CHARITABLE | SUPPORT FOR THE PUBLIC WORKS PROGRAM | $30,042 |
| NEW YORK THEATRE WORKSHOP | |||||||
| 83 EAST 4TH ST | NEW YORK | NY | 10003 | NONE | CHARITABLE | GENERAL SUPPORT | $5,121 |
| ARS NOVA | |||||||
| 511 WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | CHARITABLE | GENERAL SUPPORT | $5,254 |
| PEOPLE'S ACTION INSTITUTE | |||||||
| 1130 N MILWAUKEE AVENUE | CHICAGO | IL | 60642 | NONE | CHARITABLE | FOR THE JAMES MUMM PODCAST SERIES, AND REVIEW FOR RADICALS PROJECTS | $10,000 |
| PHILHARMONIA BAROQUE ORCHESTRA & CHORALE | |||||||
| 414 MASON STREET 400 | SAN FRANCISO | CA | 94102 | NONE | CHARITABLE | GENERAL SUPPORT | $3,022 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE | GENERAL SUPPORT | $10,039 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | NONE | CHARITABLE | GENERAL SUPPORT | $9,835 |
| SOCIAL GOOD FUND INC | |||||||
| 4547 SAN CARLOS AVENUE | OAKLAND | CA | 94601 | NONE | CHARITABLE | FOR THE OFFSIDES PRODUCTIONS PROJECT | $40,000 |
| STATE DEMOCRACY PROJECT | |||||||
| 77 SANDS STREET 6TH FLOOR | BROOKLYN | NY | 11201 | NONE | CHARITABLE | FOR THE WORKING FAMILIES EDUCATION FUND'S FELLOWSHIP PROGRAM | $35,261 |
| THE ACTORS FUND OF AMERICA | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | CHARITABLE | GENERAL SUPPORT | $20,996 |
| THE ALLIANCE FOR MEDIA ARTS - CULTURE INC | |||||||
| 1919 S SYRINGA ROAD | SPOKANE | WA | 99203 | NONE | CHARITABLE | ACTS OF REPARATION PROJECT | $20,000 |
| THE ALLIANCE FOR MEDIA ARTS - CULTURE INC | |||||||
| 1919 S SYRINGA ROAD | SPOKANE | WA | 99203 | NONE | CHARITABLE | ACTS OF REPARATION PROJECT | $20,000 |
| GREAT GLOBE FOUNDATION INC | |||||||
| 2211 E SHADOW MOUNTAIN LN | OGDEN | UT | 84403 | NONE | CHARITABLE | GENERAL SUPPORT | $40,000 |
| REED COLLEGE | |||||||
| 3203 SOUTHEAST WOODSTOCK BLVD | PORTLAND | OR | 97202 | NONE | CHARITABLE | THE PROFESSOR JOSEPH BUFFINGTON ROBERTS SCHOLARSHIP. | $10,074 |
| TRUTHOUT | |||||||
| PO BOX 276414 | SACRMENTO | CA | 95827 | NONE | CHARITABLE | GENERAL SUPPORT | $40,000 |
| V-DAY | |||||||
| 4104 24TH STREET 4515 | SAN FRANCISCO | CA | 94114 | NONE | CHARITABLE | GENERAL SUPPORT | $30,414 |
| WORKING THEATRE CO INC | |||||||
| 520 EIGHTH AVENUE SUITE 303 | NEW YORK | NY | 10018 | NONE | CHARITABLE | GENERAL SUPPORT | $10,000 |
| THE AMERICAN PROSPECT INC | |||||||
| 1225 EYE STREET NW 600 | WASHINGTON | DC | 20005 | NONE | CHARITABLE | GENERAL SUPPORT | $31,027 |
| CELEBRATE THE BEAT | |||||||
| PO BOX 480 | DENVER | CO | 80201 | NONE | CHARITABLE | GENERAL SUPPORT | $35,624 |
| HAITIAN HEALTH FOUNDATION | |||||||
| 97 SHERMAN STREET | NORWICH | CT | 06360 | NONE | CHARITABLE | GENERAL SUPPORT | $10,507 |
| ALVIN AILEY DANCE FOUNDATION INC | |||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10019 | NONE | CHARITABLE | FOR THE WOMEN OF AILEY PROJECT | $5,223 |
| REED COLLEGE | |||||||
| 3203 SOUTHEAST WOODSTOCK BLVD | PORTLAND | OR | 97202 | NONE | CHARITABLE | THE PROFESSOR JOSEPH BUFFINGTON ROBERTS SCHOLARSHIP. | $6,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $868,762 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,495 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $461,277 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,632 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUNDS | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $546,404 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $546,404 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RAPHAEL AND RAPHAEL LLP | CategoryTxt |
| Amt | $7,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,675 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC | $91,130 | $150,389 |
| APPLE INC | $256,289 | $1,252,100 |
| CATERPILLAR INC | $171,754 | $725,520 |
| CHEVRON CORP | $857,002 | $1,013,880 |
| CONOCOPHILLIPS | $605,423 | $991,700 |
| CORNING INC | $101,592 | $332,640 |
| COSTCO WHOLESALE CORP | $355,067 | $1,374,405 |
| CSX CORPORATION | $105,050 | $484,050 |
| CUMMINS INC | $348,467 | $871,500 |
| DEERE AND CO | $173,210 | $847,400 |
| EXXON MOBIL CORP | $771,207 | $1,075,700 |
| FEDEX CORP | $242,816 | $421,995 |
| FREEPORT-MCMORAN INC | $434,789 | $456,960 |
| HOME DEPOT INC | $211,024 | $777,980 |
| ILLINOIS TOOL WORKS INC | $226,834 | $633,900 |
| JOHNSON & JOHNSON COM | $173,762 | $433,860 |
| JPMORGAN CHASE & CO | $424,344 | $1,198,550 |
| LOWES COMPANIES INC | $316,368 | $641,680 |
| MERCK & CO INC NEW COM | $200,364 | $457,608 |
| NORFOLK STHN CORP | $148,590 | $469,400 |
| NUCOR CORP | $171,764 | $466,840 |
| PFIZER INC | $533,877 | $530,600 |
| PROCTER & GAMBLE CO | $230,591 | $586,775 |
| QUALCOMM INC | $430,336 | $768,100 |
| SHERWIN WILLIAMS CO | $321,775 | $1,019,790 |
| UNION PACIFIC CORP | $252,154 | $570,100 |
| UNITED PARCEL SERVICE INC CL B | $345,405 | $378,300 |
| NVIDIA CORP | $501,874 | $1,342,900 |
| MICROSOFT CORP | $768,804 | $1,053,750 |
| WASTE MGMT INC NEW | $478,836 | $605,370 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CASNER & EDWARDS, LLP | CategoryTxt |
| Legal Fees | $1,621 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,621 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS OF IN KIND GRANTS MADE | Desc |
| Amt | $203,710 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC | $267,120 | $267,120 | $0 |
| MELVIN T COBB JR | $35,000 | $0 | $35,000 |
| ANDOVER ADMINSTRATIVE SERVICES | $39,000 | $0 | $39,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $250 | $0 | $250 |
| FEDERAL EXCISE TAX | $11,493 | $0 | $0 |