THE BESSEMER GIVING FUND: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE BESSEMER GIVING FUND (EIN 13-7111099)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201313179349305781
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T17:26:29-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271728945 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1 |
| City | HARRISON | City |
| State | NY | State |
| ZIP Code | 105281633 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137111099 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BESSEMER NATIONAL GIFT FUND | BusinessNameLine1 |
| Business Name Line2 | C/O BESSEMER TRUST COMPANY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BESS | NameControl |
| Phone | 7328550800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOODBRIDGE CENTER DRIVE | AddressLine1 |
| City | WOODBRIDGE | City |
| State | NJ | State |
| ZIP Code | 07095 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES L KRONENBERG | Name |
| Title | ON BEHALF OF BESSEMER TRUST CO | Title |
| Phone | 7328550800 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA BEL | Name |
| PTIN | P00040063 | PTIN |
| Phone | 9143818900 | Phone |
| Date Prepared | 2013-11-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BESSEMER TRUST COMPANY - | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WOODBRIDGE CENTER DRIVE | AddressLine1 |
| City | WOODBRIDGE | City |
| State | NJ | State |
| ZIP Code | 07095 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23251662 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | TO RECEIVE CONTRIBUTIONS FROM THE PUBLIC AND MAKE GRANTS TO QUALIFIED RECIPIENT CHARITABLE ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8430892 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16339690 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 871153 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1228065 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9302045 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17567755 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10318347 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6932437 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 298608 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 245754 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24122 | OtherExpensePriorYear |
| Other Expenses Current Year | 31236 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10641077 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7209427 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1339032 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10358328 | RevenuesLessExpensesCY |
| Total Assets BOY | 36854619 | TotalAssetsBOY |
| Total Assets EOY | 49293466 | TotalAssetsEOY |
| Total Liabilities BOY | 35829 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40154 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36818790 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 49253312 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO RECEIVE PUBLIC CONTRIBUTIONS AND MAKE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 850219 | Expense |
| Grants | 850219 | Grants |
| Description | NATIONAL ACADEMY OF SCIENCES: THIS GIFT FROM THE BESSEMER NATIONAL GIFT FUND WAS USED TO SUPPORT THE INSTITUTE OF MEDICINE. THIS GIFT WAS INTENDED FOR GENERAL OPERATING SUPPORT. THE INSTITUTE OF MEDICINE IS AN INDEPENDENT, NONPROFIT ORGANIZATION THAT WORKS OUTSIDE GOVERNMENT TO PROVIDE UNBIASED AND AUTHORITATIVE ADVICE TO DECISION MAKERS AND THE PUBLIC. ESTABLISHED IN 1970, THE INSTITUTE OF MEDICINE IS THE HEALTH ARM OF THE NATIONAL ACADEMY OF SCIENCES, WHICH WAS CHARTED UNDER PRESIDENT LINCOLN IN 1863. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 520750 | Expense |
| Grants | 520750 | Grants |
| Description | THE HARPETH HALL SCHOOL:THIS GIFT FROM THE BESSEMER NATIONAL GIFT FUND WAS USED TO HELP SUPPORT THE DAY-TO-DAY OPERATIONS OF THE HARPETH HALL SCHOOL. THE HARPETH HALL SCHOOL IS THE ONLY INDEPENDENT COLLEGE PREPARATORY SCHOOL FOR 5TH THROUGH 12TH GRADE GIRLS IN MIDDLE TENNESSEE. THE HARPETH HALL COMMUNITY STUDENT AND FACULTY HAS CHOSEN RESPECT, INTEGRITY, INDIVIDUALITY, AND TRUST TO BE THEIR GUIDING PRINCIPLES. THE SCHOOL HAS A 148-YEAR TRADITION OF EXCELLENCE AND COMMITMENT TO LIFE-LONG LEARNING, AND IT EDUCATES YOUNG WOMEN TO THINK CRITICALLY, TO LEAD CONFIDENTLY, AND TO LIVE HONORABLY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 260000 | Expense |
| Grants | 260000 | Grants |
| Description | AGNES SCOTT COLLEGE: THIS GIFT FROM THE BESSEMER NATIONAL GIFT FUND WAS USED TO SUPPORT DEVELOPMENT AND TEACHING OF A PUBLIC HEALTH MINOR, INTEGRATE PUBLIC HEALTH INTO THE LIBERAL ARTS CURRICULUM, ESTABLISH PUBIC HEALTH INTERNSHIPS, AND PROMOTE PROJECT MANAGEMENT AND MARKETING AT THE COLLEGE. AGNES SCOTT COLLEGE, FOUNDED IN 1889, IS AN INDEPENDENT NATIONAL LIBERAL ARTS COLLEGE FOR WOMEN LOCATED IN THE METROPOLITAN ATLANTA AREA WITH OVER 904 STUDENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5301468 | Expense |
| Grants | 5301468 | Grants |
| Description | THE ORGANIZATION ALSO MADE GRANTS TO A NUMEROUS AMOUNT OF OTHER ORGANIZATIONS FOR CHARITABLE PURPOSES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5301468 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 5301468 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 6932437 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7328550800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WOODBRIDGE CENTER DRIVE | AddressLine1 |
| City | WOODBRIDGE | City |
| State | NJ | State |
| ZIP Code | 07095 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (3 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee |
|---|---|---|---|---|---|---|
| MOLLY PARKINSON | ||||||
| TRUSTEE | 1.00 | X | 5000 | 0 | 0 | |
| J DINSMORE ADAMS JR | ||||||
| TRUSTEE | 1.00 | X | 5000 | 0 | 0 | |
| BESSEMER TRUST COMPANY | ||||||
| TRUSTEE | 15.00 | 235754 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 245754 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 26039 | RelatedOrganizations |
| All Other Contributions | 16313651 | AllOtherContributions |
| Noncash Contributions | 8435788 | NoncashContributions |
| Total Contributions | 16339690 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 904086 | TotalRevenueColumn |
| Exclusion | $904,086 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6007886 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5683907 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 323979 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 323979 | TotalRevenueColumn |
| Exclusion | $323,979 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17567755 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,228,065 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6932437 | Total |
| Program Services | 6932437 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245754 | Total |
| Management And General | 245754 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15514 | Total |
| Management And General | 15514 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| FOREIGN TAXES PAID | 15195 | 15195 |
| MISCELLANEOUS | 527 | 527 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7209427 | Total |
| Program Services | 6932437 | ProgramServices |
| Management And General | 276990 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4034321 | BOY |
| EOY | 6612742 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 200000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2400000 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15013252 | BOY |
| EOY | 26573727 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15407046 | BOY |
| EOY | 15906997 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36854619 | BOY |
| EOY | 49293466 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35829 | BOY |
| EOY | 40154 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35829 | BOY |
| EOY | 40154 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36818790 | BOY |
| EOY | 49253312 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36818790 | BOY |
| EOY | 49253312 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36854619 | BOY |
| EOY | 49293466 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 10358328 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2076194 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4054909 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5492793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15343945 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8430892 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16339690 | CurrentTaxYear |
| Total | 49662229 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4054909 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5492793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15343945 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8430892 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16339690 | CurrentTaxYear |
| Total | 49662229 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 21496136 | AmountsSubstContributorsTotal |
| Public Support Total170 | 28166093 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 847311 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 503010 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 799074 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 887816 | CurrentTaxYearMinus1Year |
| Current Tax Year | 904086 | CurrentTaxYear |
| Total | 3941297 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 53603526 | TotalSupport |
| Public Support Pertcentage170 | 0.52550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.44610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 95 | NumberDAFsHeld |
| Donor Advised Contributions | 16313651 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 6932437 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 49093443 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMON TRUST FUNDS | Description |
| Book Value | 15906997 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15906997 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 19643949 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2076194 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2076194 | RevenueNotRptdF990 |
| Revenue Subtotal | 17567755 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17567755 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7209427 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7209427 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7209427 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE FUND RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FUND HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FUND IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2009. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (134 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 21ST CENTURY PARKS | ||||||||
| 471 MAIN STREET | LOUISVILLE | KY | 40202 | 201780317 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| 564 PARK AVENUE PRESERVATION FOUNDATION | ||||||||
| 564 PARK AVENUE | NEW YORK | NY | 10065 | 203719314 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| ACTORS THEATRE OF LOUISVILLE | ||||||||
| 316 W MAIN STREET | LOUISVILLE | KY | 40202 | 610645030 | 501(C)3 | 30000 | GENERAL OPERATING SUPPORT | |
| AGNES SCOTT COLLEGE | ||||||||
| 141 EAST COLLEGE AVE | DECATUR | GA | 30030 | 580566116 | 501(C)3 | 260000 | GENERAL OPERATING SUPPORT | |
| AMERICAN RED CROSS DISASTER RELIEF | ||||||||
| PO BOX 4002018 | DES MOINES | IA | 50340 | 530196605 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | 520851555 | 501(C)3 | 200000 | GENERAL OPERATING SUPPORT | |
| ATLANTA SYMPHONY ORCHESTRA | ||||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | 202944887 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| ATLANTIC THEATER COMPANY | ||||||||
| 76 NINTH AVENUE | NEW YORK | NY | 10011 | 133218253 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| AVCAP | ||||||||
| 2906 FANTA REED ROAD | LA CROSSE | WI | 54603 | 391975994 | 501(C)3 | 50000 | GENERAL OPERATING SUPPORT | |
| BIBLICAL ARCHAEOLOGY SOCIETY | ||||||||
| 6710 41ST ST | WASHINGTON | DC | 20016 | 237416300 | 501(C)3 | 50000 | GENERAL OPERATING SUPPORT | |
| BOWNE HOUSE HISTORICAL SOCIETY INC | ||||||||
| 37-01 BOWNE STREET | FLUSHING | NY | 11354 | 116111192 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| BREAST TREATMENT TASK FORCE | ||||||||
| 150 W 25TH STREET | NEW YORK | NY | 10001 | 134018407 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| BRYN MAWR COLLEGE | ||||||||
| 101 N MERION AVENUE HELFARIAN | BRYN MAWR | PA | 19010 | 231352621 | 501(C)3 | 100000 | GENERAL OPERATING SUPPORT | |
| CAMP MICHAWANA | ||||||||
| 5800 HEAD LAKE ROAD | HASTINGS | MI | 49058 | 386087770 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT | |
| CAPE COD MARITIME MUSEUM | ||||||||
| PO BOX 443 | HYANNIS | MA | 02601 | 043438295 | 501(C)3 | 50000 | GENERAL OPERATING SUPPORT | |
| CAPUCHIN FRANCISCAN FOUNDATION FOR RETIRED FRIARS | ||||||||
| 1345 CORTEZ AVENUE | BURLINGAME | CA | 94010 | 942609627 | 501(C)3 | 62500 | GENERAL OPERATING SUPPORT | |
| CHATTAHOOCHEE VALLEY HOSPITAL SOCIETY INC | ||||||||
| 4800 48TH STREET | VALLEY | AL | 36884 | 630288852 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| CHEEKWOOD | ||||||||
| 1200 FORREST PARK DRIVE | NASHVILLE | TN | 37205 | 620627921 | 501(C)3 | 6000 | GENERAL OPERATING SUPPORT | |
| CHI PHI EDUCATIONAL TRUST | ||||||||
| PO BOX 2187 | COLUMBUS | GA | 31902 | 586035103 | 501(C)3 | 15000 | GENERAL OPERATING SUPPORT | |
| CHICAGO HISTORY MUSEUM | ||||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | 204982186 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60604 | 362167823 | 501(C)3 | 55000 | GENERAL OPERATING SUPPORT | |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | ||||||||
| 13123 EAST 16TH AVE | AURORA | CO | 80045 | 840813462 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| CORNERSTONE UNIVERSITY | ||||||||
| 1001ERES BERTLINE AVE NE | GRAND RAPIDS | MI | 49525 | 381443369 | 501(C)3 | 50000 | GENERAL OPERATING SUPPORT | |
| CURE INTERNATIONAL | ||||||||
| PO BOX 2323 | HARRISBURG | PA | 17105 | 582248383 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| DREPUNG LOSELING MONASTERY INC | ||||||||
| 1791 DRESDEN DRIVE | ATLANTA | GA | 30319 | 581953690 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 27708 | DURHAM | NC | 27708 | 560532129 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| EPISCOPAL HIGH SCHOOL | ||||||||
| 1200 NORTH QUAKER LANE | ALEXANDRIA | VA | 22302 | 760056509 | 501(C)3 | 100000 | GENERAL OPERATING SUPPORT | |
| EPISCOPAL HIGH SCHOOL | ||||||||
| 1200 NORTH QUAKER LANE | ALEXANDRIA | VA | 22302 | 540506326 | 501(C)3 | 100000 | GENERAL OPERATING SUPPORT | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 1390 NORTH STATE STREET | JACKSON | MS | 39202 | 643004266 | 501(C)3 | 55000 | GENERAL OPERATING SUPPORT | |
| FIRST UNITED METHODIST CHURCH OF WEST POINT | ||||||||
| 306 E 7TH STREET | WEST POINT | GA | 31833 | 580648679 | 501(C)3 | 89300 | GENERAL OPERATING SUPPORT | |
| FOREST PARK PROJECT CORPORATION | ||||||||
| PO BOX 868 | LAKE FOREST | IL | 60045 | 453461963 | 501(C)3 | 67500 | GENERAL OPERATING SUPPORT | |
| FRANKLIN ROAD ACADEMY | ||||||||
| 4700 FRANKLIN ROAD | NASHVILLE | TN | 37220 | 621138075 | 501(C)3 | 70000 | GENERAL OPERATING SUPPORT | |
| FRIENDS OF THE SMOKIES | ||||||||
| PO BOX 1660 | KODAK | TN | 37764 | 621564782 | 501(C)3 | 13750 | GENERAL OPERATING SUPPORT | |
| FRIST CENTER FOR THE VISUAL ARTS | ||||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | 621731495 | 501(C)3 | 5000 | GENERAL OPERATING SUPPORT | |
| GERMANTOWN FRIENDS SCHOOL | ||||||||
| 31 WEST COULTER STREET | PHILADELPHIA | PA | 19144 | 050630018 | 501(C)3 | 15000 | GENERAL OPERATING SUPPORT | |
| HAGGAI INSTITUTE | ||||||||
| PO BOX 13 | ATLANTA | GA | 30370 | 580898309 | 501(C)3 | 275000 | GENERAL OPERATING SUPPORT | |
| HARDING ACADEMY | ||||||||
| 170 WINDSOR DRIVE | NASHVILLE | TN | 37205 | 620852815 | 501(C)3 | 20750 | GENERAL OPERATING SUPPORT | |
| HAYWOOD ANIMAL WELFARE ASSOCIATION | ||||||||
| 182 RICHLAND STREET | WAYNESVILLE | NC | 28786 | 561574745 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT | |
| HILTON HEAD REGIONAL HABITAT FOR HUMANITY | ||||||||
| 21 BRENDAN LANE | BLUFFTON | SC | 29910 | 570916245 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| HOAG HOSPITAL FOUNDATION | ||||||||
| 500 SUPERIOR AVENUE | NEWPORT BEACH | CA | 92663 | 953222343 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| INDIANA UNIVERSITY SCHOOL OF LAW | ||||||||
| 520 WEST NEW YORK STREET | INDIANAPOLIS | IN | 46202 | 237056162 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||||
| PO BOX 7895 | MADISON | WI | 53791 | 362171714 | 501(C)3 | 15000 | GENERAL OPERATING SUPPORT | |
| JACKSONVILLE SYMPHONY ASSOCIATION | ||||||||
| 300 WATER STREET | JACKSONVILLE | FL | 32202 | 596002520 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| JOHN AUSTIN CHELEY FOUNDATION | ||||||||
| PO BOX 151663 | LAKEWOOD | CO | 80215 | 481077337 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| JOURNEY WITHIN SPIRITUALISTS' NATIONAL UNION CHURCH | ||||||||
| 25 CARR STREET | POMPTON PLAINS | NJ | 07442 | 223502794 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT | |
| KENT PLACE SCHOOL | ||||||||
| 42 NORWOOD AVENUE | SUMMIT | NJ | 07902 | 221487233 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| LA ANNA UNITED METHODIST CHURCH | ||||||||
| 152 PENNSYLVANIA 191 | CRESCO | PA | 18326 | 501(C)3 | 6000 | GENERAL OPERATING SUPPORT | ||
| LAKE COUNTY COMMUNITY FOUNDATION | ||||||||
| 114 SOUTH GENESEE STREET SUITE 505 | WAUKEGAN | IL | 60085 | 203654399 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| LEARNING LEADERS INC | ||||||||
| 80 MAIDEN LANE | NEW YORK | NY | 10038 | 132658549 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| LONGHOUSE RESERVE | ||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | 331058583 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| LOUISVILLE COLLEGIATE SCHOOL | ||||||||
| 2427 GLENMARY AVENUE | LOUISVILLE | KY | 40204 | 610449630 | 501(C)3 | 12000 | GENERAL OPERATING SUPPORT | |
| MAYO CLINIC JACKSONVILLE | ||||||||
| 4500 SAN PABLO ROAD SOUTH | JACKSONVILLE | FL | 32224 | 416011702 | 501(C)3 | 125000 | GENERAL OPERATING SUPPORT | |
| MIZPAH CONGREGATION | ||||||||
| 9223 MCCALLIE AVENUE | CHATTANOOGA | TN | 37403 | 620534807 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 2101 CONSTITUTION AVENUE | WASHINGTON | DC | 20418 | 530196932 | 501(C)3 | 850219 | GENERAL OPERATING SUPPORT | |
| NATURE LYCEUM FOR ORGANIC HORTICULTURE | ||||||||
| PO BOX 254 | WESTHAMPTON | NY | 11973 | 113223519 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| NEW HORIZON COMMUNITY THEATER INC | ||||||||
| PO BOX 131 | WEST POINT | GA | 31833 | 631133823 | 501(C)3 | 15000 | GENERAL OPERATING SUPPORT | |
| NEW YORK CITY BALLET | ||||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | 132947386 | 501(C)3 | 100000 | GENERAL OPERATING SUPPORT | |
| NEW YORK PRESBYTERIANWEILL CORNELL MEDICAL CENTER | ||||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | 133957095 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| NORCROSS FIRST BAPTIST CHURCH | ||||||||
| 706 N PEACHSTREET ST | NORCROSS | GA | 30071 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | ||
| NORTH COUNTY TRADE TECH HIGH SCHOOL | ||||||||
| 1126 NORTH MELROSE DRIVE | VISTA | CA | 92081 | 830494683 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| NOVA SOUTHEASTERN UNIVERSITY | ||||||||
| 3301 COLLEGE AVENUE | FT LAUDERDALE | FL | 33314 | 591083502 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| OM SHIPS INTERNATIONAL | ||||||||
| 781 ST ANDREWS RD | FLORENCE | SC | 24501 | 030577695 | 501(C)3 | 40000 | GENERAL OPERATING SUPPORT | |
| PALMER MEMORIAL EPISCOPAL CHURCH | ||||||||
| 6221 MAIN STREET | HOUSTON | TX | 77030 | 741157370 | 501(C)3 | 18000 | GENERAL OPERATING SUPPORT | |
| PARK DAY SCHOOL CORPORATION | ||||||||
| 360 42ND STREET | OAKLAND | CA | 94609 | 942368070 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| PASCAL RIOULT DANCE THEATRE INC | ||||||||
| 246 W 38TH STREET | NEW YORK | NY | 10018 | 133700857 | 501(C)3 | 50000 | GENERAL OPERATING SUPPORT | |
| PAUL VERSLUIS MINISTRIES | ||||||||
| 11 GIDDINGS AVE SE | GRAND RAPIDS | MI | 49506 | 640961225 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| PEN CENTER USA | ||||||||
| PO BOX 6037 | BEVERLY HILLS | CA | 90212 | 953502910 | 501(C)3 | 6250 | GENERAL OPERATING SUPPORT | |
| PETA | ||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | 521218336 | 501(C)3 | 30000 | GENERAL OPERATING SUPPORT | |
| PETER DEYKENA MINISTRIES | ||||||||
| PO BOX 496 | WHEATON | IL | 60187 | 351835273 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| PLANNED PARENTHOOD | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | 132621497 | 501(C)3 | 5200 | GENERAL OPERATING SUPPORT | |
| POINT UNIVERSITY | ||||||||
| 2605 BEN HILL RONE | EAST POINT | GA | 30344 | 586044761 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| POPULATION ACTION INTERNATIONAL | ||||||||
| 1300 19TH STREET NW | WASHINGTON | DC | 20036 | 520812075 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| RECIPE FOR SUCCESS FOUNDATION | ||||||||
| PO BOX 56405 | HOUSTON | TX | 77256 | 203377041 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| RICE UNIVERSITY | ||||||||
| MS-81 PO BOX 1892 | HOUSTON | TX | 77251 | 741109620 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| RIVER OAKS BAPTIST SCHOOL ENDOWMENT FUND | ||||||||
| 2300 WILLOWICK | HOUSTON | TX | 77027 | 760336852 | 501(C)3 | 35000 | GENERAL OPERATING SUPPORT | |
| RIVER OAKS CHAMBER ORCHESTRA | ||||||||
| 1973 WEST GRAY | HOUSTON | TX | 77019 | 300288750 | 501(C)3 | 15000 | GENERAL OPERATING SUPPORT | |
| SLE LUPUS FOUNDATION | ||||||||
| 330 SEVENTH AVENUE SUITE 1701 | NEW YORK | NY | 10001 | 133060086 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| SALISBURY UNIVERSITY FOUNDATION | ||||||||
| PO BOX 2655 | SALISBURY | MD | 21802 | 521127396 | 501(C)3 | 6300 | GENERAL OPERATING SUPPORT | |
| SAN DIEGO PUBLIC LIBRARY | ||||||||
| 820 E STREET | SAN DIEGO | CA | 92101 | 330959608 | 501(C)3 | 5000 | GENERAL OPERATING SUPPORT | |
| SAN DIEGO STATE UNIVERSITY | ||||||||
| SAN DIEO STATE UNIVERSITY | SAN DIEGO | CA | 92182 | 956042721 | 501(C)3 | 70000 | GENERAL OPERATING SUPPORT | |
| SAT7 | ||||||||
| PO BOX 2770 | EASTON | MD | 21601 | 232964829 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| SCHWAB CHARITABLE FBO ERIN KONEN MEMORIAL FUND | ||||||||
| 1958 SUMMIT PARK DRIVE | ORLANDO | FL | 32810 | 311640316 | 501(C)3 | 780754 | GENERAL OPERATING SUPPORT | |
| SENAI INTERNATIONAL | ||||||||
| PO BOX 133 | WAXHAW | NC | 28173 | 262607296 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 336071435 | 362193608 | 501(C)3 | 6000 | GENERAL OPERATING SUPPORT | |
| SME FOUNDATION | ||||||||
| 129999 EAST ADAM AIRCRAFT CIRCLE | ENGLEWOOD | CO | 80112 | 841175450 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| SOLANO COMMUNITY FOUNDATION | ||||||||
| 470 CHADBOURNE ROAD | FAIRFIELD | CA | 94534 | 680354961 | 501(C)3 | 50000 | GENERAL OPERATING SUPPORT | |
| SOUTHAMPTON COLONIAL SOCIETY | ||||||||
| PO BOX 303 | SOUTHHAMPTON | NY | 11969 | 116027807 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| SOUTHAMPTON HOSPITAL FOUNDATION | ||||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | 113466516 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| SQUAM LAKES CONSERVATION SOCIETY | ||||||||
| PO BOX 696 | HOLDERNESS | NH | 03245 | 026012747 | 501(C)3 | 5200 | GENERAL OPERATING SUPPORT | |
| ST BARNABAS EPISCOPAL CHURCH | ||||||||
| 953 LAKE AVENUE | GREENWICH | CT | 06831 | 501(C)3 | 45000 | GENERAL OPERATING SUPPORT | ||
| ST GEORGE'S EPISCOPAL CHURCH | ||||||||
| 4715 HARDING PIKE | NASHVILLE | TN | 37205 | 620525715 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT | |
| ST ISAAC JOGUES CHURCH | ||||||||
| 306 W FOURTH STREET | HINSDALE | IL | 60521 | 501(C)3 | 16000 | GENERAL OPERATING SUPPORT | ||
| ST ISIDORE CHURCH | ||||||||
| 440 LA GONDA WAY | DANVILLE | CA | 94526 | 941322195 | 501(C)3 | 90000 | GENERAL OPERATING SUPPORT | |
| ST MARK'S EPISCOPAL CHURCH | ||||||||
| 3816 BELLAIRE BLVD | HOUSTON | TX | 77025 | 760503732 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT | |
| STANFORD FREE LIBRARY | ||||||||
| PO BOX 120 | STANFORDVILLE | NY | 12581 | 141492555 | 501(C)3 | 100000 | GENERAL OPERATING SUPPORT | |
| STRATFORD HALL | ||||||||
| 482 GREAT HOUSE ROAD | STRATFORD | VA | 22558 | 264720864 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| STRINGS MUSIC FESTIVAL | ||||||||
| PO BOX 774627 | STEAMBOAT SPRINGS | CO | 80487 | 841101995 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT | |
| SUNY STONY BROOK | ||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | 116077945 | 501(C)3 | 16500 | GENERAL OPERATING SUPPORT | |
| SUSTAINABLE HEALTH ENTERPRISES | ||||||||
| 630 NINTH AVENUE | NEW YORK | NY | 10036 | 300502122 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| THE ACTOR'S FUND OF AMERICA | ||||||||
| 729 SEVENTH AVENUE | NEW YORK | NY | 10019 | 131635251 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| THE ASSOCIATION FOR FRONTOTEMPORAL DEMENTIAS | ||||||||
| RANDOR STATION BLDG 2 STE 320 290 | RANDOR | PA | 19087 | 412073220 | 501(C)3 | 30000 | GENERAL OPERATING SUPPORT | KING OF PRUSSIA ROAD |
| THE ATLANTA OPERA | ||||||||
| 1575 NORTHSIDE DRIVE NW | ATLANTA | GA | 30318 | 581371843 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| THE BATTERY CONSERVANCY | ||||||||
| 1 NEW YORK PLAZA CONCOURSE | NEW YORK | NY | 10004 | 133769101 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | 941156365 | 501(C)3 | 26500 | GENERAL OPERATING SUPPORT | |
| THE BRENTON ARBORETUM | ||||||||
| 25141 260TH STREET | DALLAS CENTER | IA | 50063 | 311578089 | 501(C)3 | 30000 | GENERAL OPERATING SUPPORT | |
| THE BRIGHT SCHOOL INC | ||||||||
| 1950 HIXON PIKE | CHATTANOOGA | TN | 37405 | 620476284 | 501(C)3 | 30000 | GENERAL OPERATING SUPPORT | |
| THE CITADEL FOUNDATION | ||||||||
| 171 MAULTRIE STREET | CHARLESTON | SC | 294096230 | 576020493 | 501(C)3 | 15000 | GENERAL OPERATING SUPPORT | |
| THE COLLEGE OF WILLIAM AND MARY FOUNDATION | ||||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23187 | 540734117 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT | |
| THE FOODBANK OF MONMOUTH AND OCEAN COUNTIES | ||||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | 222622522 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| THE FRIENDS OF THE JACOBUS VANDERVEER HOUSE | ||||||||
| PO BOX 723 | BEDMINSTER | NJ | 07921 | 223576710 | 501(C)3 | 7500 | GENERAL OPERATING SUPPORT | |
| THE HARPETH HALL SCHOOL | ||||||||
| 3801 HOBBS RD | NASHVILLE | TN | 37215 | 620501916 | 501(C)3 | 520750 | GENERAL OPERATING SUPPORT | |
| THE HEALING PLACE | ||||||||
| 1020 W MARFAT STREET | LOUISVILLE | KY | 40202 | 611164775 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | 221671626 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| THE JOHNS HOPKINS UNIVERSITY | ||||||||
| 201 N CHARLES STREET | BALTIMORE | MD | 21201 | 520595110 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | 135644916 | 501(C)3 | 6000 | GENERAL OPERATING SUPPORT | |
| THE METROPOLITAN OPERA | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | 131624087 | 501(C)3 | 100000 | GENERAL OPERATING SUPPORT | |
| THE OPEN DOOR COMMUNITY | ||||||||
| 910 PONCE DELEON AVENUE NE | ATLANTA | GA | 30306 | 581453550 | 501(C)3 | 15000 | GENERAL OPERATING SUPPORT | |
| THE SALVATION ARMY | ||||||||
| 814 LIGHT STREET | BALTIMORE | MD | 21230 | 580660607 | 501(C)3 | 6300 | GENERAL OPERATING SUPPORT | |
| THE SEED COMPANY | ||||||||
| 3030 MATLOCK RD | ARLINGTON | TX | 760152934 | 330838929 | 501(C)3 | 70000 | GENERAL OPERATING SUPPORT | |
| THE SPEED ART MUSEUM | ||||||||
| 2035 S THIRD STREET | LOUISVILLE | KY | 40208 | 610444823 | 501(C)3 | 110000 | GENERAL OPERATING SUPPORT | |
| THE VALERIE FUND | ||||||||
| 2101 MILLBURN AVENUE | MAPLEWOOD | NJ | 07040 | 222126867 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT | |
| THE WYCK ASSOCIATION | ||||||||
| 6026 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19144 | 232121975 | 501(C)3 | 5500 | GENERAL OPERATING SUPPORT | |
| THE YANCEY JERNIGAN FOUNDATION | ||||||||
| PO BOX 37 | BREWTON | AL | 36427 | 452831551 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| TRINITY PAWLING SCHOOL | ||||||||
| 700 ROUTE 22 | PAWLING | NY | 12564 | 141601551 | 501(C)3 | 15000 | GENERAL OPERATING SUPPORT | |
| TURNING FOR HOME | ||||||||
| PO BOX 300 | BENSALEM | PA | 19020 | 262698385 | 501(C)3 | 60000 | GENERAL OPERATING SUPPORT | |
| UC RIVERSIDE FOUNDATION | ||||||||
| 900 UNIVERSITY AVENUE | RIVERSIDE | CA | 92521 | 237433570 | 501(C)3 | 26000 | GENERAL OPERATING SUPPORT | |
| UNC CHAPEL HILL | ||||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | 566001393 | 501(C)3 | 20000 | GENERAL OPERATING SUPPORT | |
| UNITED WAY OF NORTHEAST FLORIDA | ||||||||
| PO BOX 864228 | ORLANDO | FL | 32886 | 590637825 | 501(C)3 | 110000 | GENERAL OPERATING SUPPORT | |
| UNIVERSITY OF CONNECITCUT FOUNDATION | ||||||||
| 2390 ALUMNI DRIVE | STORRS | CT | 06269 | 066070722 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| VANCOUVER HUMANE SOCIETY & SPCA | ||||||||
| 1110 NE 192ND AVENUE | VANCOUVER | WA | 98684 | 910759124 | 501(C)3 | 25000 | GENERAL OPERATING SUPPORT | |
| VITERBO UNIVERSITY | ||||||||
| 900 VITERBO DRIVE | LA CROSSE | WI | 54601 | 390978445 | 501(C)3 | 100000 | GENERAL OPERATING SUPPORT | |
| VOICE OF SAN DIEGO | ||||||||
| 2223 AVENIDA DE LA PLAYA | LA JOLLA | CA | 92037 | 201585919 | 501(C)3 | 15000 | GENERAL OPERATING SUPPORT | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | 131740011 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| YALE UNIVERSITY | ||||||||
| BOX 803 | NEW HAVEN | CT | 06503 | 060646973 | 501(C)3 | 10000 | GENERAL OPERATING SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 134 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE BESSEMER NATIONAL GIFT FUND GENERALLY LIMITS ITS GRANT MAKING TO ORGANIZATIONS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM TAX UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS PUBLIC CHARITIES. THE BESSEMER NATIONAL GIFT FUND'S DUE DILIGENCE PROCEDURES INCLUDE SCREENING GRANTEES WITH THE IRS BUSINESS MASTER FILE, THE IRS AUTOMATIC REVOCATION LIST AND OFAC REVIEW, AS WELL AS OTHER INTERNAL GRANT MONITORING AND REVIEW PROCEDURES. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 57 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8435788 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE NUMBER OF CONTRIBUTIONS IS REPORTED IN PART I, COLUMN (B). | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BESSEMER NATIONAL GIFT FUND HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, IT IS ELECTRONICALLY SENT TO THE CORPORATE TRUSTEE OF THE ORGANIZATION FOR ANY COMMENTS. THE DRAFT 990 IS REVIEWED BY A MEMBER OF THE TAX DEPARTMENT OF THE CORPORATE TRUSTEE, WHO CREATES A SPREADSHEET, BALANCES EACH ACCOUNT AND COMPARES HIS SPREADSHEET TO THE 990, FOCUSING SPECIFICALLY ON CONTRIBUTIONS RECEIVED, CHARITABLE DONATIONS AND THE SUPPORT TEST. OTHER EMPLOYEES OF THE CORPORATE TRUSTEE REVIEW THE RESPONSES TO THE NON-FINANCIAL QUESTIONS ON THE DRAFT 990 AND RECOMMEND CHANGES AS NEEDED. A COPY OF THE FINAL DRAFT OF THE FORM 990 IS ALSO THEN ELECTRONICALLY SENT TO THE BOARD OF TRUSTEES FOR REVIEW. ONCE THE RETURN HAS BEEN APPROVED BY THE CORPORATE TRUSTEE THE RETURN IS FILED WITH THE APPROPRIATE FILING AUTHORITIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS APPLICABLE TO THE BOARD TRUSTEES. DISCLOSURE STATEMENTS ARE REQUIRED ANNUALLY, AND WERE LAST COMPLETED IN FEBRUARY 2012. TRUSTEES ARE EXPECTED TO VOLUNTARILY DISCLOSE CONFLICTS IF THEY SHOULD ARISE DURING THE YEAR. IF A CONFLICT WERE TO ARISE, THE TRUSTEE WOULD NOT PARTICIPATE IN ANY DECISION WITH RESPECT TO THAT CONFLICT. |
| THE ORGANIZATION DOES NOT HAVE POLICIES REGARDING COMPENSATION AS IT HAS NO EMPLOYEES, IF IT DID IT WOULD FOLLOW THE PROCEDURES AS SET BY THE IRS FOR ESTABLISHING REASONABLE COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM 1023, AND GOVERNING DOCUMENTS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSEMER TRUST COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WOODBRIDGE CENTER DRIVE | AddressLine1 |
| City | WOODBRIDGE | City |
| State | NJ | State |
| ZIP Code | 07095 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 220770670 | EIN |
| Primary Activity | STATE CHARTERED COMMERCIAL BANK AND TRUST COMPANY | PrimaryActivity |
| Legal Domicile State | NJ | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | S | TypeOfEntity |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |