BELLWETHER FOUNDATION II: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BELLWETHER FOUNDATION II (EIN 36-4665428)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-05-16
- IRS object ID
- 201621379349103192
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T14:01:59-07:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMIT BUSINESS MANAGEMENT INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16255 VENTURA BLVD STE 625 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914362307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364665428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BELLWETHER FOUNDATION II | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 8189813115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16255 VENTURA BLVD STE 625 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAIMEE LISA DAVIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven Shapiro | PreparerPersonNm |
| PTIN | P00087362 | PTIN |
| Phone | 8189813115 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,290,481 | 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 | $97,788 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,788 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $97,788 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $208,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,705 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $208,705 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $832,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,266,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $832,089 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,138,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,138,582 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $306,493 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $16,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $830 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $830 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,320 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,629 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,629 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $46,629 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,035 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $727 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $727 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $147,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $47,459 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,047 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $480,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $480,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $627,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $47,459 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $539,047 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $511,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,091,123 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $259,034 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,008 | CashBOYAmt |
| Cash EOY | $10,499 | CashEOYAmt |
| Cash EOYFMV | $10,499 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $282,064 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $405,772 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $405,772 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $80,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $80,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $80,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $80,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,324,658 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,331,610 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,331,610 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,434,373 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,879,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,879,290 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,587,125 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,583,310 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,583,310 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,744,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,290,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,290,481 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,744,228 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,290,481 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,744,228 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,290,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,744,228 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,290,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,744,228 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $511,569 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,255,797 | SubtotalAmt |
| Other Decreases | $965,316 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,290,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $832,089 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,448 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $473,117 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,117,973 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04255 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $460,449 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,375,238 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04438 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $448,626 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,448,505 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04748 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $465,516 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,091,014 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05121 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $389,547 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,002,739 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04327 | DistributionYr5Rt |
| Total Distribution | 0.22889 | TotalDistributionRt |
| Average Distribution | 0.04578 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,265,795 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $515,726 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,911 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $526,637 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $539,047 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,911 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,911 | SubtotalAmt |
| Tax Based On Investment Income | $10,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,987 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,987 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $109 | EsPenaltyAmt |
| Overpayment | $3,967 | OverpaymentAmt |
| Applied To ES Tax | $3,967 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | podavis@gmail.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUMMIT BUSINESS MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189813115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16255 VENTURA BLVD SUITE 625 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAIMEE LISA DAVIS | ||||||
| 16255 VENTURA BLVD SUITE 625 | ENCINO | CA | 91436 | President | 10.00 | $0 |
| PAUL OLIVER DAVIS | ||||||
| 16255 VENTURA BLVD SUITE 625 | ENCINO | CA | 91436 | SECRETARY | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER PHILANTHROPY ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 WILSHIRE BLVD STE 820 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $55,000 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,070,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $367,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,437,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,437,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,265,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $563,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $563,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,911 | TotalTaxAmt |
| Distributable Before Adj | $552,379 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $552,379 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $552,379 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $539,047 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $539,047 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,911 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $528,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $552,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $533,315 | UndistributedIncomePYAmt |
| Qualifying Distributions | $539,047 | QualifyingDistributionsAmt |
| Applied To Year1 | $533,315 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,732 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $546,647 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||
| 2201 BROADWAY 302 | OAKLAND | CA | 94612 | None | 501c3 | GENERAL SUPPORT | $40,000 |
| CENTER FOR FOOD SAFETY | |||||||
| 660 PENNSYLVANIA AVE SUITE 302 | WASHINGTON | DC | 20003 | None | 501c3 | GENERAL SUPPORT | $30,000 |
| CENTER FOR PROGRESSIVE REFORM | |||||||
| 455 MASSACHUSETTS AVE NW 150-513 | WASHINGTON | DC | 20001 | None | 501c3 | GENERAL SUPPORT | $15,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | None | 501c3 | GENERAL SUPPORT | $50,000 |
| BREAST CANCER FUND | |||||||
| 1388 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94109 | None | 501c3 | GENERAL SUPPORT | $40,000 |
| FOOD AND WATER WATCH | |||||||
| 5365 W ADAMS BLVD | LOS ANGELES | CA | 90016 | None | 501c3 | GENERAL SUPPORT | $40,000 |
| THE DC PROJECT GROUNDSWELL | |||||||
| 1250 24TH STREET NW SUITE 300 | WASHINGTON | DC | 20037 | None | 501c3 | GENERAL SUPPORT | $40,000 |
| COMMONWELL | |||||||
| PO BOX 316 | BOLINAS | CA | 94924 | None | 501c3 | GENERAL SUPPORT | $25,000 |
| SILENT SPRING INSTITUTE | |||||||
| 29 CRAFTS ST | NEWTON | MA | 02458 | None | 501c3 | GENERAL SUPPORT | $45,000 |
| CEL EDUCATION FUND CEL CLIMATE LAB | |||||||
| 2150 ALLSTON WAY STE 340 | BERKELEY | CA | 94704 | None | 501c3 | GENERAL SUPPORT | $25,000 |
| COALITION FOR GREEN CAPITAL | |||||||
| 2001 K STREET NW STE 802 | WASHINGTON | DC | 20006 | None | 501c3 | GENERAL SUPPORT | $40,000 |
| INSTITUTE FOR ENERGY ECONOMICS FINA | |||||||
| 3430 ROCKY RIVER DRIVE | CLEVELAND | OH | 44111 | None | 501c3 | GENERAL SUPPORT | $30,000 |
| VOTE SOLAR INITIATIVE | |||||||
| 360 22ND ST STE 730 | OAKLAND | CA | 94612 | None | 501c3 | GENERAL SUPPORT | $35,000 |
| SOUTHERN POVERTY LAW | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | None | 501c3 | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $480,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,788 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,705 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $841,537 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $297,045 | ExclusionAmt |
| Related Or Exempt Function Incm | $841,537 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,138,582 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $16,600 | Amt |
| Net Investment Income | $830 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $830 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,320 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKEFELLER PHILANTHROPY ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Rockefeller Philanthropy Advisors provides research and counsel on charitable giving, develops philanthropic programs and offers complete program, administrative and management services for foundations and trusts. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOSTON TRUST | BondNm |
| EOY Book Value | $1,583,310 | EOYBookValueAmt |
| EOYFMV | $1,583,310 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BOSTON TRUST | StockNm |
| EOY Book Value | $7,879,290 | EOYBookValueAmt |
| EOYFMV | $7,879,290 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,221,200 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,221,200 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $110,410 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $110,410 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized gain/loss | Desc |
| Amt | $965,316 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Postage | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $55,000 | $0 | $0 | $55,000 |
| INVESTMENT ADVISORY FEES | $46,629 | $46,629 | $46,629 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $28,035 | Amt |