ZIONS BANCORPORATION FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZIONS BANCORPORATION FOUNDATION (EIN 84-1411938)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513199349100301
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T23:19:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202253063 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANNER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 S STATE STREET SUITE 600 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | 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 | 841411938 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZIONS BANCORPORATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZION | BusinessNameControlTxt |
| Phone | 8018447633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH MAIN STREET 15TH FL | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841331109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRIS SIMMONS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8018447633 | PhoneNum |
| Signature | 2025-11-14 | 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 | MARC A METCALF | PreparerPersonNm |
| PTIN | P00170461 | PTIN |
| Phone | 8015327444 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| 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 | $45,144,418 | 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 |
| Dividends Rev And Expnss | $1,016,683 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,016,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,103,143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,571,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,103,143 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,992 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $600 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,117,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,120,426 | 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 |
| Accounting Fees Rev And Expnss | $4,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,063 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,063 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,094 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,387 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,387 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,094 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,427,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,427,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,576,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,094 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,427,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $541,769 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,048,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,818 | CashBOYAmt |
| Cash EOY | $309,420 | CashEOYAmt |
| Cash EOYFMV | $309,420 | CashEOYFMVAmt |
| Other Investments BOY | $42,771,035 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,030,202 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,834,998 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,797,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,339,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,144,418 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $42,797,853 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,339,622 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,797,853 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,339,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,797,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,339,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,797,853 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $541,769 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,339,622 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,339,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES, SALES OF | $9,244,554 | $8,404,366 | $840,188 | $840,188 | |||
| PUBLICLY TRADED SECURITIES, MUTUAL FUND CAP GAIN | $257,954 | $257,954 | $257,954 | ||||
| HIGHLAND CRUSADER FUND LP DISTRIBUTION | $10,767 | $7,392 | $3,375 | $3,375 | D | 2019-12-31 | 2024-04-22 |
| ENERVEST ENERGY FUND XI-A LP DISTRIBUTION | $58,023 | $56,397 | $1,626 | $1,626 | D | 2021-09-30 | 2024-05-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,103,143 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,007 | 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 | $85,007 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $56,535 | OverpaymentAmt |
| Applied To ES Tax | $56,535 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAWN JENSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8018447633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH MAIN STREET 15TH FL | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841331109 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HARRIS SIMMONS | ||||||||
| ONE SOUTH MAIN ST 15TH FL | SALT LAKE CITY | UT | 84133 | TRUSTEE/PRESIDENT | 1.00 | $0 | $0 | $0 |
| PAUL BURDISS | ||||||||
| ONE SOUTH MAIN ST 15TH FL | SALT LAKE CITY | UT | 84133 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| REBECCA ROBINSON | ||||||||
| ONE SOUTH MAIN ST 15TH FL | SALT LAKE CITY | UT | 84133 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $43,538,697 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $393,611 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,048,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,048,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $660,724 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,387,567 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,169,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,169,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,472 | TotalTaxAmt |
| Distributable Before Adj | $2,140,906 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,140,906 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,140,906 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,427,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,427,860 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,140,906 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,663,582 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,595,560 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $379,897 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,126 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $182,711 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,843,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,427,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,427,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $713,046 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $713,046 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,130,830 | 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 | $1,950,536 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,180,294 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,595,560 | ExcessFromYear4Amt |
| Excess From Year3 | $379,897 | ExcessFromYear3Amt |
| Excess From Year2 | $22,126 | ExcessFromYear2Amt |
| Excess From Year1 | $182,711 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (178 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESSITY | |||||||
| 404 EUCLID AVE 271 | SAN DIEGO | CA | 92114 | PC | PROVIDE SMALL BUSINESS OWNERS WITH TECHNICAL ASSISTANCE | $34,000 | |
| AMERICAN LEBANESE SYRIAN ASSOC CHARITIES INC | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | SUPPORT ST. JUDE'S | $1,500 | |
| AMERICAN LUNG ASSOCIATION | |||||||
| 5600 GREENWOOD PLAZA BLVD STE 300 | GREENWOOD VILLAGE | CO | 80111 | PC | PREVENT LUNG DISEASE | $2,000 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2700 SOUTHWEST FWY | HOUSTON | TX | 77098 | PC | SUPPORT DISASTER RELIEF PROGRAM | $2,500 | |
| AMERICAN-T URKISH ASSOCIATION INCORPORATED | |||||||
| PO BOX 46253 | HOUSTON | TX | 77056 | PC | PROMOTE UNDERSTANDING BETWEEN USA AND TURKEY | $1,650 | |
| ARIZONA ANTI-TRAFFICKING NETWORK | |||||||
| PO BOX 1125 | MESA | AZ | 85211 | PC | ELIMINATE HUMAN TRAFFICKING IN ARIZONA | $2,500 | |
| ARIZONA AUTISM UNITED INC | |||||||
| 5025 E WASHINGTON ST | PHOENIX | AZ | 85034 | PC | HELP FAMILIES CARE FOR INDIVIDUALS WITH AUTISM | $2,500 | |
| ARIZONA EDUCATIONAL FOUNDATION INC | |||||||
| 2100 N CENTRAL AVE STE 212 | PHOENIX | AZ | 85004 | PC | SUPPORT PREK-12TH GRADE PUBLIC EDUCATION | $2,500 | |
| ASIA SOCIETY TEXAS CENTER | |||||||
| 1370 SOUTHMORE BLVD | HOUSTON | TX | 77004 | PC | FOSTER DIVERSE PERSPECTIVES | $1,500 | |
| ASIA SOCIETY TEXAS CENTER | |||||||
| 1370 SOUTHMORE BLVD | HOUSTON | TX | 77004 | PC | FOSTER DIVERSE PERSPECTIVES AND PEOPLE | $2,300 | |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS CT STE 515 | BASALT | CO | 81621 | PC | PROVIDE EQUITABLE OPPORTUNITIES IN COMMUNITIES | $481 | |
| ASPEN EDUCATION FOUNDATION | |||||||
| PO BOX 2200 | ASPEN | CO | 81612 | PC | SUPPRT HIGH QUALITY EDUCATION | $11,000 | |
| AVENUE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 3517 IRVINGTON BLVD | HOUSTON | TX | 77009 | PC | BUILD AFFORDABLE HOMES | $2,400 | |
| BAY AREA HOMELESS SERVICES INC | |||||||
| PO BOX 4130 | BAYTOWN | TX | 77520 | PC | PROVIDE SERVICES TO THOSE AT RISK OF HOMELESSNESS | $2,000 | |
| BLACK COMMUNITY COLLECTIVE | |||||||
| 2241 KIETZKE LN APT F | RENO | NV | 89502 | PC | SUPPORT BLACK COMMUNITY | $1,000 | |
| BORN FREE WILDLIFE REHABILITATION | |||||||
| PO BOX 772096 | STEAMBOAT SPRINGS | CO | 80477 | PC | REHABILITATE WILD ANIMALS | $720 | |
| BOYS & GIRLS CLUBS OF GREATER SALT LAKE | |||||||
| PO BOX 57071 | MURRAY | UT | 84157 | PC | PROVIDE COMMUNITY SUPPORT | $2,500 | |
| BOYS AND GIRLS CLUBS OF SAN ANTONIO TEXAS | |||||||
| 123 RALPH AVE | SAN ANTONIO | TX | 78204 | PC | PROVIDE A SAFE AFTERSCHOOL ENVIRONMENT | $2,250 | |
| BOYS AND GIRLS COUNTRY OF HOUSTON INC | |||||||
| 18806 ROBERTS RD | HOCKLEY | TX | 77447 | PC | RESIDENTIAL HOME WITH TRAUMA-INFORMED CARE APPROACH | $3,000 | |
| BOYS AND GIRLS COUNTRY OF HOUSTON INC | |||||||
| 18806 ROBERTS RD | HOCKLEY | TX | 77445 | PC | ASSIST CHILDREN AND FAMILIES IN CRISIS | $4,400 | |
| BREAKTHROUGH T1D | |||||||
| PO BOX 5079 | HAGERSTOWN | MD | 21741 | PC | FUND RESEARCH TO CURE TYPE 1 DIABETES | $1,500 | |
| BRIGHTER BITES | |||||||
| PO BOX 25456 | HOUSTON | TX | 77265 | PC | PROVIDE FRESH FOOD TO COMMUNITIES | $2,150 | |
| CAL STATE FULLERTON PHILANTHROPIC FOUNDATION | |||||||
| 2600 NUTWOOD AVE STE 830 | FULLERTON | CA | 92831 | PC | SUPPORT STUDENT SUCCESS | $10,000 | |
| CANCER LIFELINE OF KING COUNTY | |||||||
| 6522 FREMONT AVE N | SEATTLE | WA | 98103 | PC | SUPPORT AND RESOURCES FOR CANCER PATIENTS | $5,000 | |
| CATHOLIC CHARITIES OF SOUTHERN NEVADA | |||||||
| 1501 LAS VEGAS BLVD N | LAS VEGAS | NV | 89101 | PC | SUPPORT FOOD PANTRY | $2,500 | |
| CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON | |||||||
| PO BOX 202 | EDMONDS | WA | 98020 | PC | PROVIDE SERVICES TO UNDERSERVED COMMUNITIES | $5,500 | |
| CENTERS FOR HABILITATION TCH | |||||||
| 215 W LODGE DRIVE | TEMPE | AZ | 85283 | PC | EMPOWER ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES | $2,500 | |
| CENTRAL ARIZONA SHELTER SERVICES INC | |||||||
| 230 S 12TH AVE | PHOENIX | AZ | 85007 | PC | PREVENT AND END HOMELESSNESS | $2,500 | |
| CENTRO DE SALUD DE LA COMUNIDAD DE SAN YSIDRO INC | |||||||
| 1601 PRECISION PARK LANE | SAN DIEGO | CA | 92173 | PC | IMPROVE COMMUNITY HEALTH | $9,000 | |
| CHABAD LUBAVITCH OF UTAH INC | |||||||
| 1760 S 1100 E | SALT LAKE CITY | UT | 84105 | PC | PROMOTE SOLIDARITY WITH ISRAEL | $10,000 | |
| CHILD CARE RESOURCE CENTER INC | |||||||
| 20001 PRAIRIE ST | CHATSWORTH | CA | 91311 | PC | SUPPORT CHILDREN AND FAMILIES | $35,000 | |
| CHILDRENS CENTER | |||||||
| 3725 W 4100 S | WEST VALLEY CITY | UT | 84120 | PC | PROVIDE MENTAL HEALTH CARE TO CHILDREN | $33,000 | |
| CHILDRENS HEART FOUNDATION | |||||||
| 3131 LA CANADA ST STE 230 | LAS VEGAS | NV | 89169 | PC | SUPPORT FAMILIES OF CHILDREN WITH HEART ISSUES | $5,000 | |
| COLORADO BLUESKY ENTERPRISES | |||||||
| 2003 NORTHMOOR TERRACE | PUEBLO | CO | 81008 | PC | SUPPORT ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $182 | |
| COLORADO DREAM FOUNDATION | |||||||
| 1836 GRANT ST 2 | DENVER | CO | 80203 | PC | ACADEMIC AND SOCIAL SUPPORT TO YOUTH | $2,500 | |
| COMMON GROUND MONTROSE INC | |||||||
| PO BOX 965 | MONTROSE | CO | 81402 | PC | PROVIDE BACKPACKS OF FOOD FOR CHILDREN FOR THE WEEKEND | $410 | |
| CY-FAIR EDUCATIONAL FOUNDATION | |||||||
| 11803 GRANT ROAD STE 115 | CYPRESS | TX | 77429 | PC | PROVIDE HIGHER-EDUCATION SCHOLARSHIPS | $1,570 | |
| DAS FOUNDATION INC | |||||||
| 326 E CORONADO RD STE 204 | PHOENIX | AZ | 85004 | PC | EMPOWER HISPANIC ENTREPRENEURS | $2,500 | |
| DENVER POLICE FOUNDATION | |||||||
| PO BOX 40483 | DENVER | CO | 80204 | PC | SUPPORT POLICE OFFICERS | $1,000 | |
| DOUGLAS COUNTY BACKPACK BUDDIES PROGRAM | |||||||
| 1255 WATERLOO LN STE B | GARDNERVILLE | NV | 89410 | PC | PROVIDE WEEKEND FOOD FOR STUDENTS | $3,000 | |
| DREAMSPRING | |||||||
| 2000 ZEARING AVE NW | ALBUQUERQUE | NM | 87104 | PC | INCREASE ACCESS TO CREDIT | $5,000 | |
| DRESS FOR SUCCESS RENO-NORTHERN NEVADA | |||||||
| 2295 S VIRGINIA ST STE 10 | RENO | NV | 89502 | PC | HELP WOMEN ACHIEVE ECONOMIC INDEPENDENCE | $650 | |
| DRESS FOR SUCCESS SOUTHERN NEVADA | |||||||
| 3400 W DESERT INN ROAD UNIT 25 | LAS VEGAS | NV | 89102 | PC | HELP WOMEN ACHIEVE ECONOMIC INDEPENDENCE | $1,850 | |
| ELKO FISH | |||||||
| 821 WATER ST | ELKO | NV | 89801 | PC | SUPPORT SAMARITAN HOUSE EMERGENCY SHELTER | $2,500 | |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION INC | |||||||
| 1575 YARMOUTH AVE | BOULDER | CO | 80304 | PC | MEET IMMEDIATE NEEDS OF LOW-INCOME COMMUNITY | $1,707 | |
| EMPOWERING LATINA LEADERS IN ARIZONA | |||||||
| 1824 W SELDON WAY | PHOENIX | AZ | 85021 | PC | SUPPORT COMMUNITY REVITALIZATION FOR MINORITIES | $2,000 | |
| FAMILY PROMISE OF LAS VEGAS | |||||||
| 3690 E TROPICANA | LAS VEGAS | NV | 89121 | PC | PROVIDE SERVICES TO FAMILIES WITH MINOR CHILDREN | $5,000 | |
| FAMILY STAR INC | |||||||
| 2246 FEDERAL BLVD | DENVER | CO | 80211 | PC | SUPPORT EARLY EDUCATION | $2,500 | |
| FEEDING SAN DIEGO | |||||||
| 9477 WAPLES ST STE 100 | SAN DIEGO | CA | 92121 | PC | PROVIDE FOOD TO THE HOMELESS | $15,000 | |
| FORTERRA NW | |||||||
| 5101 14TH AVE NW | SEATTLE | WA | 98107 | PC | SUPPORT CONSERVATION EFFORTS | $3,000 | |
| FOUNDATION FOR BLIND CHILDREN | |||||||
| 1234 E NORTHERN AVE | PHOENIX | AZ | 85020 | PC | PROVIDE SERVICES FOR PERSONS WITH VISION LOSS | $2,500 | |
| FRIENDS FOR LAS VEGAS METROPOLITAN POLICE DEPARTMENT | |||||||
| 110 N CITY PKWY STE 420 | LAS VEGAS | NV | 89106 | PC | REDUCE CRIME BY FORGING COMMUNITY RELATIONSHIPS | $5,000 | |
| FRIENDS IN SERVICE HELPING-EMERGENCY REFERRAL SERVICE | |||||||
| 138 E LONG ST | CARSON CITY | NV | 89706 | PC | SUPPORT THE FOOD BANK PROGRAM IN NORTHERN NV | $2,500 | |
| FRIENDS OF LEVITT PAVILION DENVER | |||||||
| 1380 W FLORIDA AVE | DENVER | CO | 80223 | PC | BUILD COMMUNITY THROUGH ACCESS TO MUSIC | $1,000 | |
| GARY AND JEANETTE HERBERT FOUNDATION | |||||||
| 5893 S RAGSDALE DR | SALT LAKE CITY | UT | 84121 | PC | SUPPORT EDUCATION EFFORTS AROUND PUBLIC POLICY | $25,000 | |
| GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVADA INC | |||||||
| 401 S MARYLAND PKWY | LAS VEGAS | NV | 89101 | PC | SUPPORT INCLUSION PROGRAMMING | $2,500 | |
| GIRL SCOUTS OF COLORADO | |||||||
| 1485 S COLORADO BLVD STE 720 | DENVER | CO | 80222 | PC | BUILD GIRLS OF COURAGE, CONFIDENCE, AND CHARACTER | $5,000 | |
| GOODWILL INDUSTRIES OF DALLAS INC | |||||||
| 3020 N WESTMORELAND RD | DALLAS | TX | 75212 | PC | HELP INDIVIDUALS FIND EMPLOYMENT | $7,500 | |
| GOODWILL INDUSTRIES OF SOUTHERN NEVADA INC | |||||||
| 250 PILOT RD 140 | LAS VEGAS | NV | 89119 | PC | REDUCE IMPACT OF POVERTY | $1,000 | |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | PC | PROVIDE COLLEGE SCHOLARSHIPS | $24,000 | |
| GRAND JUNCTION ROTARY CLUB FOUNDATION INC | |||||||
| PO BOX 1888 | GRAND JUNCTION | CO | 81502 | PC | SUPPORTING LOCAL NONPROFITS | $410 | |
| GREATER HOUSTON PARTNERSHIP FOUNDATION | |||||||
| 701 AVENIDA DE LAS AMERICAS | HOUSTON | TX | 77010 | PC | SUPPORT ECONOMIC DEVELOPMENT | $25,000 | |
| GREATER HOUSTON PRESERVATION ALLIANCE INC | |||||||
| 3907 MAIN ST | HOUSTON | TX | 77002 | PC | SUPPORT HISTORIC PRESERVATION | $3,500 | |
| GREEN OUR PLANET | |||||||
| 6795 EDMOND ST 3RD FL | LAS VEGAS | NV | 89118 | PC | FINANCIAL LITERACY PROGRAMS | $2,500 | |
| HABITAT FOR HUMANITY OF METRO DENVER INC | |||||||
| PO BOX 5202 | DENVER | CO | 80217 | PC | SUPPORT AFFORDABLE HOUSING PROJECT | $10,000 | |
| HEART & HAND CENTER | |||||||
| 608 26TH ST 2ND FL | DENVER | CO | 80205 | PC | EMPOW YOUNG PEOPLE TO REALIZE THEIR POTENTIAL | $5,000 | |
| HELP OF SOUTHERN NEVADA | |||||||
| 1640 E FLAMINGO RD 100 | LAS VEGAS | NV | 89119 | PC | HELP FAMILIES AND INDIVIDUALS ATTAIN SELF-SUFFICIENCY | $2,500 | |
| HELPING HANDS OF VEGAS VALLEY INC | |||||||
| 3640 N 5TH ST 130 | LAS VEGAS | NV | 89032 | PC | HOME MAINTENANCE REPAIR PROGRAM FOR SENIOR CITIZENS | $2,500 | |
| HOLLY HALL | |||||||
| 2000 HOLLY HALL ST | HOUSTON | TX | 77054 | PC | PROVIDE CARE TO AGING SENIORS | $1,500 | |
| HOPEWEST | |||||||
| 3090 N 12TH ST | GRAND JUNCTION | CO | 81506 | PC | SPECIALIZED MEDICAL CARE | $15,000 | |
| HOUSTON AREA URBAN LEAGUE INC | |||||||
| 1301 TEXAS AVE | HOUSTON | TX | 77002 | PC | PROVIDE SOCIAL SERVICES | $5,000 | |
| HOUSTON CONTEMPORARY DANCE COMPANY | |||||||
| 1302 HOUSTON AVE STE 300 | HOUSTON | TX | 77007 | PC | PROMOTE DANCE | $2,700 | |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PC | SUPPORT FOOD PROGRAMS | $3,100 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||
| 5555 HERMANN PARK DR | HOUSTON | TX | 77030 | PC | ADVANCE THE KNOWLEDGE OF NATURAL SCIENCE | $2,500 | |
| HUMAN SERVICES CAMPUS INC | |||||||
| 204 S 12TH AVE | PHOENIX | AZ | 85007 | PC | PROGRAMS FOR ENDING HOMELESSNESS | $2,500 | |
| IMPACT DEVELOPMENT FUND | |||||||
| 200 E 7TH ST STE 412 | LOVELAND | CO | 80537 | PC | DEVELOP AND PRESERVE AFFORDABLE HOUSING | $5,000 | |
| JAS FOUNDATION | |||||||
| 1920 PLATEAU WAY | WEST WENDOVER | NV | 89883 | PC | SUPPORT SENIOR CITIZEN NUTRITION PROGRAM | $1,000 | |
| JEWISH FAMILY SERVICE | |||||||
| 4131 S BRAESWOOD BLVD | HOUSTON | TX | 77025 | PC | PROVIDE COMPREHENSIVE FAMILY HEALTHCARE | $3,000 | |
| JOBS FOR NEVADA'S GRADUATES INC | |||||||
| 4045 S BUFFALO DR A101-128 | LAS VEGAS | NV | 89147 | PC | HELP YOUTH GRADUATE AND ENTER A CAREER | $2,500 | |
| KIDS ON BIKES INC | |||||||
| 702 E BOULDER ST | COLORADO SPRINGS | CO | 80903 | PC | EMPOWER KIDS TO LEAD HEALTHY LIVES | $156 | |
| LAS VEGAS-CLARK COUNTY LIBRARY DISTRICT FOUNDATION INC | |||||||
| 7060 W WINDMILL LN | LAS VEGAS | NV | 89113 | PC | SUPPORT TEACHERS IN LIBRARIES PROGRAM | $5,000 | |
| LEADERSHIP HOUSTON INC | |||||||
| 4306 YOAKUM BLVD STE 350 | HOUSTON | TX | 77006 | PC | INCREASE CIVIC LEADERSHIP CAPACITY | $3,750 | |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 3877 N 7TH STREET SIETE SQUARE IV | PHOENIX | AZ | 85014 | PC | FUND RESEARCH FOR CANCER CURES | $5,000 | 300 |
| LIFE IS WORTH IT ORG | |||||||
| 8707 SCENIC SKY DR | RENO | NV | 89506 | PC | SUPPORT COMMUNITY HEALTH SCIENCES CURRICULUM | $1,500 | |
| LIFTFUND INC | |||||||
| 2014 S HACKBERRY ST | SAN ANTONIO | TX | 78210 | PC | HELP START UPS | $5,000 | |
| LION GLOBAL FOUNDATION | |||||||
| 4350 S MONACO ST | DENVER | CO | 80237 | PC | FOSTER CROSS-CULTURAL UNDERSTANDING | $10,000 | |
| LION GLOBAL FOUNDATION | |||||||
| 4350 S MONACO ST | DENVER | CO | 80237 | PC | SUPPORT MIZEL MUSEUM AND CELL | $10,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 28 LIBERTY STREET 34TH FL | NEW YORK | NY | 10005 | PC | SUPPORT AFFORDABLE HOUSING | $10,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 500 S GRAND AVE | LOS ANGELES | CA | 90071 | PC | LEAD IMPACTFUL COMMUNITY PARTNERSHIPS | $10,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 4305 UNIVERSITY AVE STE 420 | SAN DIEGO | CA | 92105 | PC | LEAD IMPACTFUL COMMUNITY PARTNERSHIPS | $5,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 36 E THOMAS RD STE 2 | PHOENIX | AZ | 85004 | PC | SUPPORT LOW-INCOME COMMUNITIES | $5,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 36 E THOMAS RD STE 2 | PHOENIX | AZ | 85004 | PC | SUPPORT FOR LOW-INCOME COMMUNITIES | $1,000 | |
| LONE STAR FLIGHT MUSEUM | |||||||
| 11551 AEROSPACE AVE | HOUSTON | TX | 77034 | PC | EDUCATE YOUTH THROUGH SCIENCE | $1,900 | |
| LOVE PEOPLE NOT PIXELS INC | |||||||
| 3435 SHELDON DR | PEARLAND | TX | 77584 | PC | FIGHT SEX TRAFFICKING | $2,000 | |
| LUCKY DUCK FOUNDATION | |||||||
| 5675 RUFFIN RD STE 100 | SAN DIEGO | CA | 92123 | PC | PREVENT AND ALLEVIATE SUFFERING OF HOMELESSNESS | $26,000 | |
| MALIHEH FREE CLINIC | |||||||
| 941 E 3300 S | MILLCREEK | UT | 84106 | PC | PROVIDE FREE ACCESS TO URGENT MEDICAL CARE | $50,000 | |
| MARILLAC CLINIC INC | |||||||
| 2333 N 6TH ST | GRAND JUNCTION | CO | 81501 | PC | PROVIDE HEALTHCARE SERVICES | $3,500 | |
| MEXICAN INSTITUTE OF GREATER HOUSTON INC | |||||||
| 2950 S GESSNER RD STE 108 | HOUSTON | TX | 77063 | PC | EDUCATE MINORITY ADULTS | $2,500 | |
| MILE HIGH UNITED WAY INC | |||||||
| 711 PARK AVENUE WEST | DENVER | CO | 80205 | PC | SUPPORT EARLY CHILDHOOD DEVELOPMENT | $3,000 | |
| NATIONAL ABILITY CENTER | |||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | PC | PROVIDE ADAPTIVE RECREATION OPPORTUNITIES | $70,000 | |
| NATURE CONSERVANCY | |||||||
| 2424 SPRUCE STREET | BOULDER | CO | 80027 | PC | CONSERVE THE LANDS AND WATERS | $5,000 | |
| NATURE CONSERVANCY | |||||||
| 559 E SOUTH TEMPLE | SALT LAKE CITY | UT | 84102 | PC | SUPPORT CONSERVATION PRIORITIES IN UTAH | $20,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES COUNTY | |||||||
| 3926 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 90010 | PC | FINANCIAL COUNSELING AND EDUCATION PROGRAMS | $25,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY INC | |||||||
| 1748 W KATELLA AVE STE 202 | ORANGE | CA | 92867 | PC | BUILD WEALTH THROUGH HOMEOWNERSHIP RESOURCES | $5,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF SOUTHERN NEVADA INC | |||||||
| 1849 CIVIC CENTER DR | NORTH LAS VEGAS | NV | 89030 | PC | PROVIDE AFFORDABLE HOUSING | $5,000 | |
| NEVADA CHILD SEEKERS | |||||||
| 6375 W CHARLESTON BLVD L-180 | LAS VEGAS | NV | 89146 | PC | SUPPORT MISSING AND EXPLOITED CHILDREN | $2,500 | |
| NEVADA HAND INC | |||||||
| 295 E WARM SPRINGS ROAD STE 101 | LAS VEGAS | NV | 89119 | PC | PROVIDE AFFORDABLE HOUSING | $10,000 | |
| NEW HOPE HOUSING INC | |||||||
| 3315 HARRISBURG BLVD | HOUSTON | TX | 77003 | PC | PROVIDE SHELTER AND SUPPORT SERVICES | $8,500 | |
| NORTHERN NEVADA DREAM CENTER | |||||||
| 3579 US-50 211 | CARSON CITY | NV | 89701 | PC | SUPPORT LOW-MODERATE INCOME INDIVIDUALS AND FAMILIES | $1,000 | |
| PALM SPRINGS INTERNATIONAL FILM SOCIETY | |||||||
| 303 N INDIAN CANYON DR | PALM SPRINGS | CA | 92262 | PC | SUPPORT NEW FILMMAKING TALENT | $7,000 | |
| PETRA CARES | |||||||
| 11085 REGENCY GREEN DRIVE | CYPRESS | TX | 77429 | PC | SUPPORT YOUNG ADULTS | $1,500 | |
| PHOENIX COMMITTEE ON FOREIGN RELATIONS | |||||||
| 1934 E CAMELBACK RD STE 120-421 | PHOENIX | AZ | 85016 | PC | PROVIDE FORUMS TO EXPLORE FOREIGN POLICY ISSUES | $5,000 | |
| PHOENIX GOSPEL MISSION | |||||||
| 204 S 12TH AVE | PHOENIX | AZ | 85007 | PC | SERVE THOSE EXPERIENCING HOMELESSNESS, ADDICTION & TRAUMA | $2,500 | |
| PHOENIX INDIAN CENTER | |||||||
| 4520 N CENTRAL AVE STE 250 | PHOENIX | AZ | 85012 | PC | ASSIST URBAN AMERICAN INDIAN PEOPLE | $2,500 | |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 3RD AVE | SEATTLE | WA | 98121 | PC | SUBSIDIZE LOW-INCOME HOUSING FOR SENIORS | $10,000 | |
| PRATHAM USA | |||||||
| 9703 RICHMOND AVE STE 102 | HOUSTON | TX | 77042 | PC | EDUCATIONAL AND VOCATIONAL TRAINING | $2,000 | |
| REBUILDING TOGETHER METRO DENVER INC | |||||||
| 4981 E 39TH AVE | DENVER | CO | 80207 | PC | HOUSING FOR AGING ADULTS | $5,000 | |
| RENO RODEO FOUNDATION | |||||||
| 59 DAMONTE RANCH PARKWAY STE B-441 | RENO | NV | 89521 | PC | SUPPORT ADOLESCENTS RESCUED FROM UNFIT HOMES | $2,500 | |
| RIRIE-WOODBURY DANCE FOUNDATION | |||||||
| 138 WEST BROADWAY | SALT LAKE CITY | UT | 84101 | PC | PURSUE ONGOING INCLUSION IN DANCE | $70,000 | |
| RIVER CITIES UNITED WAY | |||||||
| PO BOX 966 | LAKE HAVASU CITY | AZ | 86405 | PC | IMPROVE ACCESS TO MEDICAL CARE | $1,000 | |
| ROCKY MOUNTAIN MICROFINANCE INSTITUTE | |||||||
| 1824 LINCOLN ST | DENVER | CO | 80203 | PC | SUPPORT ENTREPRENEURS THROUGH EDUCATION | $5,000 | |
| RTL FOUNDATION | |||||||
| 2900 WELTON ST STE 200 | DENVER | CO | 80205 | PC | PROVIDE UNDESERVED COMMINITIES EDUCATION | $3,000 | |
| SAN ANTONIO LIVESTOCK EXPOSITION INC | |||||||
| PO BOX 200320 | SAN ANTONIO | TX | 78220 | PC | YOUTH EDUCATION SURROUNDING AGRICULTURE | $4,617 | |
| SAN DIEGO INTERFAITH HOUSING FOUNDATION | |||||||
| 7956 LESTER AVE | LEMON GROVE | CA | 91945 | PC | SUPPORT AFFORDABLE HOUSING DEVELOPMENT | $5,000 | |
| SAN DIEGO SOCIETY OF NATURAL HISTORY BALBOA PARK | |||||||
| 1788 EL PRADO | SAN DIEGO | CA | 92101 | PC | SUPPORT MUSEUM RESEARCH AND EXHIBITS | $10,000 | |
| SAN JUAN COUNTY LIFE SKILLS FOUNDATION | |||||||
| PO BOX 360 | KIRTLAND | NM | 87417 | PC | SUPPORTING VETERANS PROGRAM | $325 | |
| SCENIC HOUSTON INC | |||||||
| 5615 KIRBY DR 645 | HOUSTON | TX | 77005 | PC | PROTECT PUBLIC SPACES IN HOUSTON | $2,000 | |
| SEARCH HOMELESS SERVICES | |||||||
| 2015 CONGRESS ST | HOUSTON | TX | 77002 | PC | HOUSE THE HOMELESS | $2,640 | |
| SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION | |||||||
| 721 19TH ST RM 428 | DENVER | CO | 80202 | PC | SMALL BUSINESS BENTORING | $2,500 | |
| SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION | |||||||
| 300 S 4TH ST 400 | LAS VEGAS | NV | 89101 | PC | PROVIDE MENTORING FOR SMALL BUSINESS OWNERS | $5,000 | |
| SERVICE CORPS OF RETIRED EXECUTIVES ASSOCIATION | |||||||
| 450 SINCLAIR ST | RENO | NV | 89501 | PC | PROVIDE MENTORING FOR SMALL BUSINESS OWNERS | $2,500 | |
| SERVICING OUR KIDS FOUNDATION | |||||||
| 121 INDUSTRIAL PARK RD STE 110 | HENDERSON | NV | 89015 | PC | WEEKEND MEAL BAGS TO CHILDREN | $2,500 | |
| SHELTER THE HOMELESS COMMITTEE INC | |||||||
| 242 W PARAMOUNT AVE | SALT LAKE CITY | UT | 84115 | PC | SUPPORT ENDING HOMELESSNESS | $100,000 | |
| SMALL STEPS NURTURING CENTER | |||||||
| 2902 JENSEN DR | HOUSTON | TX | 77026 | PC | PROVIDE EARLY CHILDHOOD EDUCATION | $8,400 | |
| SOJOURNER CENTER | |||||||
| PO BOX 20156 | PHOENIX | AZ | 85036 | PC | PROVIDE EMERGENCY SHELTER SERVICES | $2,500 | |
| SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER | |||||||
| 300 N 18TH ST | PHOENIX | AZ | 85006 | PC | SUPPORT INDIVIDUALS WITH AUTISM AND THEIR FAMILIES | $2,500 | |
| SPECIAL OLYMPICS ARIZONA INC | |||||||
| 2455 N CITRUS RD BLDG 64 | GOODYEAR | AZ | 85395 | PC | SERVE ADULTS WITH DEVELOPMENTAL AND PHYSICAL DISABILITIES | $2,500 | |
| SPECIAL RECREATION SERVICES INC | |||||||
| 480 GALLETTI WAY BLDG 2 | SPARKS | NV | 89431 | PC | SUPPORT LOW-INCOME INDIVIDUALS WITH DISABILITIES | $2,500 | |
| SPIRIT GOLF ASSOCIATION | |||||||
| 2441 HIGH TIMBERS STE 130 | THE WOODLANDS | TX | 77316 | PC | PROMOTE AMATEUR GOLF | $21,750 | |
| STAR OF HOPE MISSION | |||||||
| 4848 LOOP CENTRAL DR STE 500 | HOUSTON | TX | 77081 | PC | MEET EDUCATIONAL NEEDS OF ADULTS WITH FUNCTIONAL DISABILITIES | $1,600 | |
| STAR OF HOPE MISSION | |||||||
| 4848 LOOP CENTRAL DR STE 500 | HOUSTON | TX | 77081 | PC | SUPPORT ADULTS WITH FUNCTIONAL DISABILITIES | $1,500 | |
| STELLA H OAKS CHARITABLE FOUNDATION | |||||||
| 90 WEST 500 S STE 326 | SALT LAKE CITY | UT | 84010 | PC | SUPPORT SINGLE-MOTHER SCHOLARSHIP | $50,000 | |
| SUTHERLAND INSTITUTE | |||||||
| 420 E SOUTH TEMPLE STE 510 | SALT LAKE CITY | UT | 84111 | PC | SUPPORT COMMUNITY-DRIVEN PUBLIC POLICY SOLUTIONS | $20,000 | |
| TEXAS 2036 | |||||||
| 210 W 7TH ST STE 1100 | AUSTIN | TX | 78701 | PC | WORKFORCE DEVELOPMENT PROGRAM | $2,000 | |
| THE BROOKWOOD COMMUNITY INC | |||||||
| 1752 FM 1489 | BROOKSHIRE | TX | 77423 | PC | PROMOTE COMMUNITY FOR ADULTS WITH FUNCTIONAL DISABILITIES | $1,250 | |
| THE EMPOWERMENT CENTER | |||||||
| 7400 S VIRGINIA ST | RENO | NV | 89511 | PC | PROVIDE SAFE HOUSING | $1,500 | |
| THE FOOD BANK OF NORTHERN NEVADA INC | |||||||
| 550 ITALY DR | SPARKS | NV | 89437 | PC | SUPPORT CORE FOOD DISTRIBUTION | $2,500 | |
| THE HOBBY CENTER FOUNDATION | |||||||
| 800 BAGBY ST STE 300 | HOUSTON | TX | 77002 | PC | PRESENT ENGAGING PERFORMANCES FOR HOUSTON COMMUNITY | $5,000 | |
| THE PINON PROJECT | |||||||
| 210 E MAIN | CORTEZ | CO | 81321 | PC | PROVIDE SERVICES FOR CHILDREN AND FAMILIES | $650 | |
| THE SALVATION ARMY | |||||||
| 1500 AUSTIN ST | HOUSTON | TX | 77002 | PC | PROVIDING WELFARE TO THOSE IN NEED | $2,500 | |
| THE SALVATION ARMY | |||||||
| 2707 E VAN BUREN ST | PHOENIX | AZ | 85008 | PC | PROVIDE CRITICAL NEEDS ASSISTANCE | $2,500 | |
| THE WARD ECONOMIC DEVELOPMENT CORPORATION | |||||||
| PO BOX 7231 | LOS ANGELES | CA | 90007 | PC | SUPPORT HOMELESS VETERAN FAMILIES | $1,000 | |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER SEATTLE | |||||||
| 909 4TH AVE | SEATTLE | WA | 98104 | PC | EDUCATIONAL AND SUPPORT PROGRAMS FOR YOUTH | $8,750 | |
| THRIVEWELL CANCER FOUNDATION | |||||||
| PO BOX 29331 | SAN ANTONIO | TX | 78229 | PC | FUND CANCER RESEARCH | $3,000 | |
| TREASURE HOUSE | |||||||
| 7815 W ASPERA BLVD | GLENDALE | AZ | 85308 | PC | SUPPORT YOUNG ADULTS WITH IDDS | $20,000 | |
| TREES OF HOPE | |||||||
| 7055 OLD KATY RD 14 | HOUSTON | TX | 77024 | PC | PROTECTING CHILDREN FROM SEXUAL ABUSE | $2,000 | |
| UNDIES FOR EVERYONE | |||||||
| 3610 WILLOWBEND BLVD | HOUSTON | TX | 77054 | PC | PROVIDE NEW UNDERWEAR TO CHILDREN | $1,500 | |
| UNITED CEREBRAL PALSY OF NEVADA | |||||||
| 740 FREEPORT BLVD 101 | SPARKS | NV | 89431 | PC | PROVIDE TRAINING TO INDIVIDUALS WITH DISABILITIES | $2,500 | |
| UNITED WAY OF GREATER BAYTOWN AREA AND CHAMBERS COUNTY | |||||||
| 5309 DECKER DRIVE | BAYTOWN | TX | 77520 | PC | MEET TARGETED COMMUNITY NEEDS | $5,000 | |
| UNITED WAY OF GREATER HOUSTON | |||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | PC | CREATE OPPORTUNITIES FOR INDIVIDUALS AND FAMILIES TO THRIVE | $100,000 | |
| UNITED WAY OF GREATER HOUSTON | |||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | PC | CREATE OPPORTUNITY FOR INDIVIDUALS AND FAMILIES TO THRIVE | $20,000 | |
| UNITED WAY OF KING COUNTY | |||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | PC | PROVIDING SUPPORT TO LOCAL NONPROFITS | $8,900 | |
| UNITED WAY OF NORTHERN ARIZONA | |||||||
| 1515 E CEDAR AVE STE D1 | FLAGSTAFF | AZ | 86002 | PC | SUPPORT EARLY CHILDHOOD LITERACY | $4,000 | |
| UNITED WAY OF SIERRA VISTA AND COCHISE COUNTY INC | |||||||
| 750 BARTOW DR STE 1 | SIERRA VISTA | AZ | 85635 | PC | PROMTE FINANCIAL STABILITY | $2,000 | |
| UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC | |||||||
| 330 N COMMERCE PARK LOOP STE 200 | TUCSON | AZ | 85745 | PC | SUPPORT MENTAL WELL-BEING | $10,000 | |
| UNITED WAY OF YUMA COUNTY INC | |||||||
| 1198 S 4TH ST STE B | YUMA | AZ | 85364 | PC | SUPPORT BASIC NEEDS LIKE FOOD AND SHELTER | $3,000 | |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | |||||||
| 4505 S MARYLAND PARKWAY | LAS VEGAS | NV | 89154 | PC | SUPPORT STUDENT ATHLETICS | $36,000 | |
| UNIVERSITY OF NEVADA LAS VEGAS FOUNDATION | |||||||
| 4505 S MARYLAND PARKWAY | LAS VEGAS | NV | 89154 | PC | FUND SCHOLARSHIP FOR LEE BUSINESS SCHOOL | $25,000 | |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3200 E CAMELBACK RD STE 375 | PHOENIX | AZ | 85018 | PC | SUPPORT COMMUNITY DEVELOPMENT | $10,000 | |
| VALLEYWISE HEALTH FOUNDATION | |||||||
| 5050 N 40TH ST 110 | PHOENIX | AZ | 85018 | PC | RAISE FUNDS FOR PUBLIC TEACHING HOSPITAL | $2,500 | |
| VENTURA COUNTY COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 2231 STURGIS RD A | OXNARD | CA | 93030 | PC | PROVIDE HOMEBUYER EDUCATION TO LOW-MODERATE INCOME RESIDENTS | $15,000 | |
| WESLEY COMMUNITY CENTER INC | |||||||
| 1300 S 10TH ST | PHOENIX | AZ | 85034 | PC | PROVIDE CARE TO UNINSURED AND UNDERSERVED POPULATIONS | $2,500 | |
| WESTSIDE BABY | |||||||
| 10002 14TH AVE SW | SEATTLE | WA | 98146 | PC | PROVIDE ESSENTIAL ITEMS FOR CHILDREN | $2,500 | |
| WITTE MUSEUM | |||||||
| 3801 BROADWAY | SAN ANTONIO | TX | 78209 | PC | PROMOTES LIFELONG LEARNING | $2,933 | |
| WOODLAND PARK ZOOLOGICAL SOCIETY | |||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | PRESERVATION OF FORESTS | $4,350 | |
| WORK OPTIONS FOR WOMEN | |||||||
| 1895 QUEBEC ST | DENVER | CO | 80220 | PC | OVERCOME BARRIERS TO SUSTAINABLE EMPLOYMENT | $1,459 | |
| YES PREP PUBLIC SCHOOLS INC | |||||||
| 5455 S LOOP E FWY | HOUSTON | TX | 77033 | PC | PROVIDE STUDENTS WITH A COLLEGE-READY EDUCATION | $1,000 | |
| YOUNG AMERICANS CENTER FOR FINANCIAL EDUCATION | |||||||
| 3550 E 1ST AVE | DENVER | CO | 80206 | PC | PROVIDE LOW-INCOME STUDENTS WITH FINANCIAL EDUCATION | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,427,860 | 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 | $1,016,683 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,103,143 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PASS-THRU ENTITIES | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,992 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,117,834 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,117,834 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,550 | Amt |
| Net Investment Income | $4,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (129 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AAGIY | FMV | $63,996 | $46,646 |
| AAPL | FMV | $171,216 | $306,264 |
| ABBNY | FMV | $59,345 | $80,949 |
| ABNB | FMV | $57,839 | $55,718 |
| ACCRD | FMV | $856 | $66,578 |
| ACN | FMV | $73,161 | $86,189 |
| ADBE | FMV | $56,389 | $57,364 |
| ADDYY | FMV | $46,278 | $53,577 |
| AGG | FMV | $4,051,965 | $3,534,718 |
| AIQUY | FMV | $73,859 | $77,215 |
| ALC | FMV | $60,722 | $72,836 |
| AMZN | FMV | $321,931 | $481,561 |
| AON | FMV | $78,475 | $98,051 |
| ASCCY | FMV | $8,959 | $36,768 |
| ASMIY | FMV | $15,325 | $21,988 |
| ASML | FMV | $74,373 | $89,407 |
| ASML | FMV | $78,345 | $72,773 |
| AZN | FMV | $56,050 | $46,716 |
| BKNIY | FMV | $30,722 | $30,063 |
| BVVBY | FMV | $53,799 | $55,294 |
| CB | FMV | $31,615 | $39,787 |
| CFRUY | FMV | $57,997 | $63,758 |
| CGEMY | FMV | $64,547 | $55,909 |
| CMNIX | FMV | $1,075,516 | $1,146,472 |
| CMPGY | FMV | $47,383 | $71,612 |
| COIHY | FMV | $33,120 | $26,157 |
| CPPLP | FMV | $393,609 | $393,609 |
| CRH | FMV | $19,300 | $23,130 |
| CRM | FMV | $118,202 | $163,153 |
| CSVZX | FMV | $2,271,210 | $2,435,517 |
| CTTAY | FMV | $23,651 | $20,438 |
| DBLEX | FMV | $883,164 | $837,812 |
| DBSDY | FMV | $29,329 | $40,893 |
| DPMAY | FMV | $43,272 | $50,885 |
| DSCSY | FMV | $19,478 | $19,984 |
| DSDVY | FMV | $22,495 | $22,399 |
| EPOAY | FMV | $45,697 | $42,224 |
| EQIX | FMV | $79,386 | $108,432 |
| ETN | FMV | $57,185 | $122,460 |
| EXPGY | FMV | $49,684 | $53,672 |
| FANUY | FMV | $46,539 | $42,996 |
| FLVII | FMV | $0 | $1 |
| GIL | FMV | $45,168 | $55,566 |
| GJRTX | FMV | $1,113,423 | $1,125,280 |
| GLSPC | FMV | $4,192,198 | $4,586,713 |
| GOOGL | FMV | $88,933 | $102,790 |
| GWW | FMV | $41,024 | $114,891 |
| HALMY | FMV | $35,655 | $44,723 |
| HCFLP | FMV | $0 | $1 |
| HLMEX | FMV | $1,408,460 | $1,005,002 |
| HNVRX | FMV | $1,724,754 | $1,805,253 |
| HOCPY | FMV | $42,569 | $49,676 |
| HXGBY | FMV | $16,470 | $15,865 |
| ICE | FMV | $19,943 | $26,524 |
| ICLR | FMV | $25,421 | $24,746 |
| ICLR | FMV | $42,187 | $36,280 |
| IMCDY | FMV | $45,261 | $45,247 |
| ING | FMV | $43,858 | $51,210 |
| INTU | FMV | $82,746 | $100,560 |
| ISRG | FMV | $69,997 | $119,529 |
| IVV | FMV | $3,062,932 | $3,245,982 |
| IWP | FMV | $1,141,335 | $1,543,562 |
| IWS | FMV | $1,207,292 | $1,558,159 |
| JHX | FMV | $36,896 | $28,869 |
| KAOOY | FMV | $22,502 | $22,339 |
| KBCSY | FMV | $44,876 | $50,788 |
| LLY | FMV | $54,264 | $87,236 |
| LNSTY | FMV | $39,544 | $52,258 |
| META | FMV | $160,628 | $341,352 |
| MFG | FMV | $65,114 | $76,714 |
| MMC | FMV | $59,817 | $78,592 |
| MNST | FMV | $63,005 | $77,158 |
| MSFT | FMV | $241,033 | $409,698 |
| MTSFY | FMV | $42,934 | $35,685 |
| MTUAY | FMV | $44,604 | $64,185 |
| MWTIX | FMV | $7,567,631 | $6,537,380 |
| NCLTY | FMV | $49,269 | $41,880 |
| NFLX | FMV | $79,755 | $218,373 |
| NPXYY | FMV | $49,201 | $46,081 |
| NRDBY | FMV | $25,616 | $23,844 |
| NRILY | FMV | $34,150 | $38,094 |
| NVDA | FMV | $72,120 | $539,309 |
| NVO | FMV | $19,825 | $19,527 |
| NVO | FMV | $99,761 | $90,235 |
| NWKDX | FMV | $1,687,193 | $1,803,657 |
| PANW | FMV | $44,605 | $133,559 |
| PLFDX | FMV | $845,958 | $835,401 |
| PUMSY | FMV | $24,779 | $24,102 |
| PYPL | FMV | $145,815 | $106,944 |
| PZIEX | FMV | $1,007,970 | $943,842 |
| RCRUY | FMV | $18,543 | $41,131 |
| RELX | FMV | $87,118 | $122,543 |
| RNECY | FMV | $20,041 | $20,268 |
| RTX | FMV | $59,920 | $89,567 |
| RYAAY | FMV | $46,648 | $49,475 |
| SAP | FMV | $28,607 | $48,257 |
| SAXPY | FMV | $54,355 | $45,386 |
| SBUX | FMV | $30,883 | $30,021 |
| SHECY | FMV | $44,746 | $37,910 |
| SHW | FMV | $72,601 | $95,860 |
| SIEGY | FMV | $59,991 | $61,700 |
| SPGI | FMV | $62,653 | $95,622 |
| SU | FMV | $27,752 | $45,563 |
| SVAIX | FMV | $1,351,376 | $1,268,051 |
| SYIEY | FMV | $43,012 | $37,442 |
| SYK | FMV | $54,138 | $87,132 |
| SZKMY | FMV | $34,710 | $36,310 |
| TBIXX | FMV | $167,894 | $167,894 |
| TBIXX | FMV | $61,438 | $61,438 |
| TBIXX | FMV | $127,633 | $127,633 |
| TBIXX | FMV | $11,367 | $11,367 |
| TGOPY | FMV | $29,902 | $33,722 |
| TGT | FMV | $64,384 | $71,375 |
| THLLY | FMV | $43,077 | $47,465 |
| TIDDX | FMV | $1,403,829 | $1,208,842 |
| TMO | FMV | $103,121 | $115,491 |
| TOELY | FMV | $54,213 | $43,704 |
| TSLA | FMV | $49,691 | $104,191 |
| TSM | FMV | $95,742 | $120,074 |
| TTNDY | FMV | $45,430 | $46,777 |
| UBER | FMV | $56,773 | $75,340 |
| UL | FMV | $109,486 | $119,070 |
| UNH | FMV | $98,393 | $143,664 |
| UNP | FMV | $74,620 | $73,885 |
| UNVGY | FMV | $40,051 | $45,192 |
| V | FMV | $199,360 | $290,441 |
| VACNY | FMV | $18,806 | $14,601 |
| WDAY | FMV | $97,563 | $102,696 |
| ZTS | FMV | $55,860 | $61,262 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BROKERAGE INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,387 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | DescDesc |
|---|---|---|---|
| $0 | $600 | $0 | |
| -$1,992 | -$1,992 | FROM PASS-THRU ENTITIES |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $43,063 | Amt |
| Net Investment Income | $43,063 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENTS AS REPORTED ON 1099-DIV | $21,094 | $21,094 | $0 |
| FEDERAL INCOME TAX WITHHOLDING | $13,611 | $0 | $0 |
| SECTION 4945 TAX | $2,500 | $0 | $0 |
| SECTION 4940 TAX | $60,000 | $0 | $0 |