MITSUBISHI CORPORATION FOUNDATION FOR THE AMERICAS: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MITSUBISHI CORPORATION FOUNDATION FOR THE AMERICAS (EIN 13-3676166)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-06
- IRS object ID
- 201542799349100004
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-06T11:55:14-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SPRING STREET | AddressLine1Txt |
| City | NEW BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133676166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITSUBISHI CORPORATION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FOR THE AMERICAS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TRACY L AUSTIN | InCareOfNm |
| Business Name Control | MITS | BusinessNameControlTxt |
| Phone | 2126052277 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY L AUSTIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2126052277 | PhoneNum |
| Signature | 2015-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Mulroy | PreparerPersonNm |
| PTIN | P00024514 | PTIN |
| Phone | 7328281614 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,695,548 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,379 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,379 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $7,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,379 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $14,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,610 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $74 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,209 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,328 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,209 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,260,752 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $676,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,284,973 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,209 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $699,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,277,594 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,170 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,463 | CashBOYAmt |
| Cash EOY | $181,644 | CashEOYAmt |
| Cash EOYFMV | $181,644 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,872,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,206,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,206,247 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $300,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $300,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $300,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $300,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,731 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,657 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,657 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $2,389,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,695,548 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,695,548 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $591,367 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,175,134 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $591,367 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,175,134 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,798,008 | UnrestrictedBOYAmt |
| Unrestricted EOY | $520,414 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,798,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $520,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,389,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,695,548 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,798,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,277,594 | ExcessRevenueOverExpensesAmt |
| Subtotal | $520,414 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $520,414 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $536,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,589,451 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.207061 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,286,099 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,099,496 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.414938 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,966,268 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.010848 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $958,655 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,108,585 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.23333 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,165,829 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,530,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.257323 | DistributionYr5Rt |
| Total Distribution | 1.1235 | TotalDistributionRt |
| Average Distribution | 0.2247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,846,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $415,002 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $415,064 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $699,923 | 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 | $62 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $62 | SubtotalAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,732 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,732 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,670 | OverpaymentAmt |
| Applied To ES Tax | $500 | AppliedToESTaxAmt |
| Refund | $7,170 | RefundAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | WWW.MCFAMERICAS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACY L AUSTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126052614 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Yasuyuki Sugiura | |||||||||||||
| 655 THIRD AVENUE | NEW YORK | NY | 10017 | President | 0 | $0 | $0 | $0 | |||||
| Naoki Tsuruta | |||||||||||||
| 655 THIRD AVENUE | NEW YORK | NY | 10017 | Treasurer | 0 | $0 | $0 | $0 | |||||
| Tracy L Austin | |||||||||||||
| 655 THIRD AVENUE | NEW YORK | NY | 10017 | Executive Director | 0 | $0 | $0 | $0 | |||||
| Joseph Reganato | |||||||||||||
| 655 THIRD AVENUE | NEW YORK | NY | 10017 | Secretary | 0 | $0 | $0 | $0 | |||||
| Haruki Hayashi | |||||||||||||
| Director | 0 | $0 | $0 | $0 | 71 HIGH HOLBORN | LONDON | UK | WC1V6BA | |||||
| Seiji Shiraki | |||||||||||||
| Director | 0 | $0 | $0 | $0 | AV PAULISTA 1294-23-A | 01310-915 SAO PAULO | BR | ||||||
| Hidemoto Mizuhara | |||||||||||||
| 655 THIRD AVENUE | NEW YORK | NY | 10017 | Director | 0 | $0 | $0 | $0 | |||||
| Yoshiyuki Nojima | |||||||||||||
| Director | 0 | $0 | $0 | $0 | 3-1 MARUNOUCHI 2-CHOME | CHIYODA-KU | JA | 100-8086 | TOKYO | ||||
| Go Equchi | |||||||||||||
| 655 THIRD AVENUE | NEW YORK | NY | 10017 | Director | 0 | $0 | $0 | $0 | |||||
| Haruhiko Sato | |||||||||||||
| 655 THIRD AVENUE | NEW YORK | NY | 10017 | Director | 0 | $0 | $0 | $0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,875,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,875,041 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,875,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,126 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,846,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,346 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,346 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62 | TotalTaxAmt |
| Distributable Before Adj | $92,284 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,284 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $699,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $699,923 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $62 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $699,861 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $642,031 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $457,390 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $979,358 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $407,311 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,486,090 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $699,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $92,284 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $607,639 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,093,729 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $642,031 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,451,698 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $457,390 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $979,358 | ExcessFromYear2Amt |
| Excess From Year1 | $407,311 | ExcessFromYear1Amt |
| Excess From Current Year | $607,639 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH REGANTO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2126052314 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ENVIRONMENTAL CAUSES IN NORTH, CENTRAL AND SOUTH AMERICA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Island Conservation | |||||||||||
| 2161 Delaware Avenue Ste A | Santa Cruz | CA | 95060 | PC | To conserve biodiversity by protecting threatened and endemic species on the Juan Fernandez Islands in Chile. | $37,500 | |||||
| Rainforest Alliance | |||||||||||
| 665 Broadway Suite 500 | New York | NY | 10012 | PC | For the protection of environmental and cultural heritage through developing sustainable tourism capacity of micro, small, and medium enterprises in Oaxaca, Mexico. | $50,000 | |||||
| International Funders for Indigenous Peoples | |||||||||||
| PO Box 29184 | San Francisco | CA | 94129 | PC | General Support for the Grantee's charitable activities. | $15,000 | |||||
| National Fish and Wildlife Foundation | |||||||||||
| 1133 15th Street Ste 1100 | Washington | DC | 20005 | PC | Promoting sustainable fisheries in Chile, Peru, and Ecuador. | $20,000 | |||||
| National Fish and Wildlife Foundation | |||||||||||
| 1133 15th Street Ste 1100 | Washington | DC | 20005 | PC | Reducing turtle catch in Mexico. | $15,000 | |||||
| Conservation International | |||||||||||
| 2011 Crystal Drive Ste 500 | Arlington | VA | 22202 | PC | For engaging indigenous communiteis and farmer communities to protect fresh water ecosystems in the Colombian Amazon. | $50,000 | |||||
| Center for Transformative Action (Current Cast) | |||||||||||
| 117 Anabel Taylor Hall Cornell Uni | Ithica | NY | 14853 | PC | For support of a media program to educate the public about water issues, to promote an appreciation for aquatic environments, and encourage an educated discussion about water as a critical resource. | $35,000 | |||||
| International Union for Conservation of Nature | |||||||||||
| 1630 Connecticut Ave NW Ste 300 | Washington | DC | 20009 | PC | For freshwater biodiversity assessments in Canada and incorporation of dates into the IUCN Red list | $333,002 | |||||
| Wolf Lake First Nation | |||||||||||
| PC | For support of a wolf study in the Maganasipi water shed within the Ottawa River Basin of Canada. | $19,648 | PO Box 998 - Hunters Point | Temiscaming | Quebec | CA | J0Z3R0 | ||||
| EcoAgriculture Partners | |||||||||||
| 1100 17th Street NW Suite 600 | Washington | DC | 20036 | PC | Stakeholder capacity building and cross-landscape knowledge sharing on integrate landscape management in Brazil. | $25,000 | |||||
| National Environmental Education Foundation | |||||||||||
| 4301 Connecticut Avenue NW Suite 1 | Washington | DC | 20008 | PC | To enhance the online Greening STEM Learning Center. | $30,000 | |||||
| UC Merced | |||||||||||
| 5200 North Lake Road | Merced | CA | 95343 | PC | To train undergraduate students to work as Naturalists who will deliver environmental education programs in low-income communities. | $46,835 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $676,985 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|
| Wildlife Conservation Society | ||||||
| 2300 Southern Boulevard | Bronx | NY | 10460 | To support the Amazon Waters Initiative as described in the proposal submitted by the Grentee to the Foundation. | $972,752 | |
| UC Merced | ||||||
| 5200 North Lake Road | Merced | CA | 95343 | To train undergraduate students to work as Naturalists who will deliver environmental education programs in low-income communities. | $56,165 | PC |
| EcoAgriculture Partners | ||||||
| 1100 17th Street NW Suite 600 | Washington | DC | 20036 | Stakeholder capacity building and cross-landscape knowledge sharing on integrate landscape management in Brazil. | $50,000 | PC |
| National Environmental Education Foundation | ||||||
| 4301 Connecticut Avenue NW Suite 1 | Washington | DC | 20008 | To enhance the online Greening STEM Learning Center. | $30,000 | PC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,108,917 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,379 | 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) |
|---|---|---|
| Category | AUDIT AND TAX PREPARATION | CategoryTxt |
| Amt | $14,610 | Amt |
| Disbursements Charitable Prps | $14,610 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,209 | $1,209 | |
| MEMBERSHIPS | $8,328 | $8,328 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROOT CAPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $300,000 | LoanOriginalAmt |
| Balance Due | $300,000 | BalanceDueAmt |
| Note | 2013-11 | NoteDt |
| Interest | 0 | InterestRt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT FEDERAL EXCISE TAX EXP | CategoryTxt |
| Amt | $74 | Amt |