TOM RUSSELL CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TOM RUSSELL CHARITABLE FOUNDATION INC (EIN 36-6082517)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-01-14
- IRS object ID
- 202600149349100310
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-14T13:50:54-06:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366082517 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tom Russell Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TOMR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David S Lindquist | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,744,610 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,445 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,500 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,500 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $925,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $925,858 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,263,328 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,915,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,272,947 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,204,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,203,342 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,950 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,950 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,653 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,990 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,663 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $128,600 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $9,866 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,866 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $76,162 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $385,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $207,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $825,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $647,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,378,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,154,277 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $223,439 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,764 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,777,116 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,758,545 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,425,069 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,904,967 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,919,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,332,777 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,381,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,865,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,865,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,286,522 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,665,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,744,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,286,522 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,665,134 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,286,522 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,665,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,286,522 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,665,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,286,522 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,378,612 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,665,134 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,665,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $6,915,093 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,642,146 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,272,947 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,272,947 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,272,947 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,944 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,944 | SubtotalAmt |
| Tax Based On Investment Income | $29,944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,721 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $21,721 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $8,238 | TaxDueAmt |
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 | IL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Kwadwo Acheampong | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 3.0 | $12,000 | $0 | $0 |
| J KIRBY AIKEN | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Senior Dir | 5.0 | $15,250 | $0 | $0 |
| Dawn Arthur | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 3.0 | $12,000 | $0 | $0 |
| John L Bishop | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Senior Dir | 5.0 | $15,250 | $0 | $0 |
| Crawford Crenshaw | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Senior Dir | 5.0 | $6,000 | $0 | $0 |
| David S Lindquist | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Senior Dir, Pres | 5.0 | $19,750 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive Suite 302 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $73,736 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RALEIGH CHARTER HIGH SCHOOL FOUNDATION - TO PAY DOWN BOND DEBT & INCREASE AMOUNT OF OPERATING FUNDS AVAILABLE ANNUALLY | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Description2 | RESURRECTION PROJECT - TO PROVIDE MEMBERS OF TYPICALLY UNDERSERVED COMMUNITIES ACCESS TO CREDIT TO BUY & REPAIR HOMES | Description2Txt |
| Expenses2 | $375,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $795,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $1,670,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,597,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,154,861 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,214,460 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,214,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $498,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,716,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,635,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,635,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,944 | TotalTaxAmt |
| Distributable Before Adj | $1,605,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,186,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,791,868 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,791,868 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $647,891 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,670,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,317,891 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,791,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,307,662 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,317,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,307,662 | AppliedToYear1Amt |
| Applied To Current Year | $10,229 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,781,639 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE INC | |||||||
| 2 W53EST 35TH ST 6TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $12,000 |
| A PLACE AT THE TABLE | |||||||
| PO BOX 26205 | RALEIGH | NC | 27611 | N/A | PC | General & Unrestricted | $5,000 |
| CALVARY TEMPLE CHURCH OF NAPERVILLE | |||||||
| 9S200 RTE 59 | NAPERVILLE | IL | 60564 | N/A | PC | General & Unrestricted | $5,000 |
| CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL IN | |||||||
| 4913 W RENO AVE | OKLAHOMA CITY | OK | 73127 | N/A | PC | General & Unrestricted | $5,000 |
| CHESS-IN-THE-SCHOOLS INC | |||||||
| 520 8TH AVENUE 22ND FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $17,500 |
| COLORADO WOMENS EDUCATION FOUNDATION | |||||||
| PO BOX 1189 | BOULDER | CO | 80306 | N/A | PC | General & Unrestricted | $12,000 |
| CRAZY HORSE MEMORIAL FOUNDATION | |||||||
| 12151 AVE OF THE CHIEFS | CRAZY HORSE | SD | 57730 | N/A | PC | General & Unrestricted | $10,000 |
| DONKA INCORPORATED | |||||||
| 400 N COUNTY FARM RD | WHEATON | IL | 60187 | N/A | PC | General & Unrestricted | $50,000 |
| DOROTHEA DIX PARK CONSERVANCY | |||||||
| PO BOX 28575 | RALEIGH | NC | 27611 | N/A | PC | Education programs for children at the Dix Park | $1,000 |
| DOROTHEA DIX PARK CONSERVANCY | |||||||
| PO BOX 28575 | RALEIGH | NC | 27611 | N/A | PC | General & Unrestricted | $1,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Center for Truth, Racial Healing and Reconciliation | $5,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Duke University Libraries Annual Fund | $2,500 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | General & Unrestricted | $2,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | Truth, Racial Healing, and Transformation Center | $5,000 |
| ERIE FAMILY HEALTH CENTER INC | |||||||
| 1701 W SUPERIOR ST | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $5,000 |
| GADS HILL CENTER | |||||||
| 1919 W CULLERTON ST | CHICAGO | IL | 60608 | N/A | PC | General & Unrestricted | $5,000 |
| HENDERSON COLLEGIATE | |||||||
| 1071 OLD EPSOM RD | HENDERSON | NC | 27536 | N/A | PC | General & Unrestricted | $22,500 |
| INTER-FAITH FOOD SHUTTLE | |||||||
| 1001 BLAIR DR | RALEIGH | NC | 27603 | N/A | PC | in support of the Back Buddies Program | $5,000 |
| INTER-FAITH FOOD SHUTTLE | |||||||
| 1001 BLAIR DR | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $2,500 |
| IVY HAYWOOD EDUCATION INITIATIVE IHEI CORP | |||||||
| 2077 SE LENNARD RD APT 111 | PORT ST LUCIE | FL | 34952 | N/A | PC | General & Unrestricted | $5,000 |
| JACKIE ROBINSON FOUNDATION INC | |||||||
| 75 VARICK ST 2ND FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,000 |
| JUVENILE PROTECTIVE ASSOCIATION | |||||||
| 1707 N HALSTED ST | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $5,000 |
| KIPP OKC PUBLIC SCHOOLS | |||||||
| PO BOX 14128 | OKLAHOMA CITY | OK | 73113 | N/A | PC | General & Unrestricted | $10,000 |
| LATINO EDUCATIONAL ACHIEVEMENT PARTNERSHIP | |||||||
| 1737 HILLANDALE RD | DURHAM | NC | 27705 | N/A | PC | General & Unrestricted | $15,000 |
| LEADERSHIP NEWARK INC | |||||||
| 494 BROAD ST SUITE LL10 | NEWARK | NJ | 07102 | N/A | PC | General & Unrestricted | $1,000 |
| LEELANAU CONSERVANCY | |||||||
| 105 N FIRST ST PO BOX 1007 | LELAND | MI | 49654 | N/A | PC | General & Unrestricted | $1,500 |
| MARCY LAB INC | |||||||
| 829 JEFFERSON AVE APT 1R | BROOKLYN | NY | 11221 | N/A | PC | General & Unrestricted | $2,000 |
| NEWARK ALLIANCE INC | |||||||
| 60 PARK PL STE 604 | NEWARK | NJ | 07102 | N/A | PC | General & Unrestricted | $1,000 |
| NIGERIAN HEALTH CARE FOUNDATION | |||||||
| 453 COLFAX RD | WAYNE | NJ | 07470 | N/A | PC | General & Unrestricted | $3,500 |
| OTHER SIDE ACADEMY | |||||||
| 661 E 100 S | SALT LAKE CITY | UT | 84102 | N/A | PC | General & Unrestricted | $1,000 |
| PARTNERSHIP WITH NATIVE AMERICANS | |||||||
| 16415 ADDISON RD STE 200 | ADDISON | TX | 75001 | N/A | PC | General & Unrestricted | $20,000 |
| PGA TOUR FIRST TEE FOUNDATION INC | |||||||
| PO BOX 3055 | PONTE VEDRA BEACH | FL | 32004 | N/A | PC | General & Unrestricted | $1,000 |
| POSITIVE TOMORROWS INC | |||||||
| 901 N VILLA AVE | OKLAHOMA CITY | OK | 73107 | N/A | PC | General & Unrestricted | $10,000 |
| PREP FOR PREP | |||||||
| 328 W 71ST ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $13,500 |
| PS 70 MAX SCHOENFELD | |||||||
| 1691 WEEKS AVE | BRONX | NY | 10457 | N/A | GOV | General & Unrestricted | $20,000 |
| PS 70 MAX SCHOENFELD | |||||||
| 1691 WEEKS AVE | BRONX | NY | 10457 | N/A | GOV | Chess program | $3,500 |
| RISE SOUTHEAST RALEIGH CHARTER SCHOOL INC | |||||||
| 3420 IDLEWOOD VILLAGE DR | RALEIGH | NC | 27610 | N/A | PC | General & Unrestricted | $102,000 |
| SE RALEIGH PROMISE INC | |||||||
| 1425 PROMISE BEACON CIR STE 214 | RALEIGH | NC | 27610 | N/A | PC | General & Unrestricted | $7,500 |
| THE COUNCIL OF URBAN PROFESSIONALS INSTITUTE | |||||||
| 55 EXCHANGE PL STE 405 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $15,000 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF THE TRIANG | |||||||
| 801 CORPORATE CENTER DR STE 200 | RALEIGH | NC | 27607 | N/A | PC | General & Unrestricted | $5,000 |
| TOOLS & TIARAS INC | |||||||
| 155-03 JAMAICA AVE 2ND FL | JAMAICA | NY | 11432 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF PHILLIPS ACADEMY | |||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | N/A | PC | General & Unrestricted | $2,500 |
| YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 500 N BROADWAY AVE STE 500 | OKLAHOMA CITY | OK | 73102 | N/A | PC | General & Unrestricted | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,000 | TotalGrantOrContriPdDurYrAmt |
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 | $4,500 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $925,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,263,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,193,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,193,723 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Crenshaw Crawford | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1312 Lutz Ave | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,445 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | APPLE INC AAPL, 45 sh. | NoncashPropertyDesc |
| Fair Market Value | $10,445 | FairMarketValueAmt |
| Received | 2025-02-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $10,000 | Amt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CARING HOUSE - TO SUPPORT THE MAKING ROOM TO HEAL EXPANSION | $345,000 |
| RISE SE RALEIGH - TO SUPPORT THE SCHOOL'S OPERATIONS AND CAPITAL DEVELOPMENT PROJECTS | $250,000 |
| SE RALEIGH PROMISE - TO FUND DEVELOPMENT OF AFFORDABLE RENTAL HOMES FOR LOW-INCOME HOUSEHOLDS | $100,000 |
| PLM - TO SUPPORT REBUILDING EMERGENCY SHELTER BUILDING THAT WAS DESTROYED BY FIRE | $75,000 |
| S.G. ATKINS - TO FINANCE CONSTRUCTION OF AFFORDABLE HOMES FOR WORKING FAMILIES, THE ELDERLY, & OTHERS IN NEED | $25,000 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| SELF HELP FEDERAL CREDIT UNION | |||||||||
| 301 WEST MAIN STREET | DURHAM | NC | 27701 | 2023-08-18 | $311,000 | PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION | NO | 4/9/2024, 7/10/2025 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. |
| SELF HELP CREDIT UNION | |||||||||
| 301 W MAIN STDURHAM | DURHAM | NC | 27701 | 2024-08-21 | $145,000 | PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION | NO | 7/10/2025 | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | PRI RECIPIENT: SELF HELP FEDERAL CREDIT UNION DATE AND AMOUNT OF PRI: 8/18/2023 $311,000 PURPOSE OF PRI: TO PROVIDE HOME AND COMMERCIAL LOANS TO LOW INCOME BORROWERS OF COLOR, WOMEN, RURAL RESIDENTS AND LOW WEALTH FAMILIES IN THE CHICAGO AREA. REPORTS OF AMOUNTS EXPENDED: SELF HELP FEDERAL CREDIT UNION SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT. THIS INVESTMENT WAS REMOVED FROM THE FOUNDATION'S BOOKS AS OF 9/25/2024, THE DATE SELF HELP FEDERAL CREDIT UNION PAID BACK THIS LOAN. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. |
| FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | PRI RECIPIENT: SELF HELP CREDIT UNION DATES AND AMOUNTS OF PRI: 8/21/2024 $145,000 PURPOSE OF PRI: TO PROVIDE HOME AND COMMERCIAL LOANS TO LOW-INCOME BORROWERS OF COLOR IN NORTH CAROLINA. REPORTS OF AMOUNTS EXPENDED: SELF HELP CREDIT UNION IS EXPECTED TO SUBMIT A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT. THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 08/31/2025. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX FUNDS INTERNATIONA | $850,000 | $898,925 |
| DRIEHAUS EMERGING MARKETS GROW | $922,763 | $1,153,899 |
| FIDELITY 500 INDEX FUND | $9,278,322 | $13,234,045 |
| FIDELITY INTERNATL INDEX INSTL | $3,424,894 | $4,370,654 |
| FIDELITY MID CAP INDEX FUND | $2,003,893 | $2,642,663 |
| MFS INTERNATIONAL GROWTH FUND | $850,000 | $870,102 |
| MFS MID CAP GROWTH FUND CLASS | $925,366 | $1,160,551 |
| PRINCIPAL SMALLCAP VALUE FUND | $967,136 | $1,024,949 |
| STEPSTONE PRIVATE MARKETS CLAS | $1,617,894 | $1,716,436 |
| T. ROWE QM U.S. SMALL-CAP GROW | $857,589 | $1,013,849 |
| VANGUARD INTL HIGH DIV YIELD E | $1,104,173 | $1,210,560 |
| VICTORY SYCAMORE ESTABLISHED V | $956,515 | $1,128,436 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG PANTHEON FUND, LLC CLASS 3 | $1,469,825 | $1,737,426 |
| PARTNERS GROUP PRIVATE EQUITY | $1,450,000 | $1,595,351 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $8,950 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,950 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (13 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRI - CARING HOUSE, INC. (DATE | $345,000 | $345,000 |
| PRI - CARING HOUSE, INC. - 0% | $250,000 | $250,000 |
| PRI - PLM FAMILIES TOGETHER, I | $50,000 | $50,000 |
| PRI - PLM FAMILIES TOGETHER, I | $75,000 | $75,000 |
| PRI - RALEIGH CHARTER HIGH SCH | $500,000 | $500,000 |
| PRI - RISE SE RALEIGH CHARTER | $325,000 | $325,000 |
| PRI - RISE SE RALEIGH CHARTER | $250,000 | $250,000 |
| PRI - S.G. ATKINS COMM. DEV. C | $25,000 | $25,000 |
| PRI - SE RALEIGH PROMISE, INC. | $75,000 | $75,000 |
| PRI - SE RALEIGH PROMISE, INC. | $100,000 | $100,000 |
| PRI - SELF-HELP CREDIT UNION ( | $145,000 | $145,000 |
| PRI - THE RESURRECTION PROJECT | $350,000 | $350,000 |
| PRI - THE RESURRECTION PROJECT | $375,000 | $375,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $73,736 | $73,736 | |
| Bank Charges | $75 | $75 | |
| Foundation Dues & Memberships | $1,150 | $1,150 | |
| Indemnification Insurance | $1,250 | $1,250 | |
| State or Local Filing Fees | $26 | $26 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $48,990 | $48,990 | |
| Philanthropic Consulting Srvcs | $20,463 | $20,463 | |
| TRANSCRIPTION SERVICES | $2,200 | $2,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $13,600 |
| 990-PF Extension for 2024 | $115,000 |