WALLACE GENETIC FOUNDATION II INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE GENETIC FOUNDATION II INC (EIN 81-4236372)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-24
- IRS object ID
- 202630559349100613
- Schema version
- 2025v4.0
- 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
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-24T14:01:42-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521738520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANE & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5335 WISCONSIN AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814236372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLACE GENETIC FOUNDATION II INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 2029662932 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVE NW 221 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID DOUGLAS | PersonNm |
| Person Title | PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 2029662932 | PhoneNum |
| Signature | 2026-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E LANE | PreparerPersonNm |
| PTIN | P01622353 | PTIN |
| Phone | 2026172615 | PhoneNum |
| Preparation | 2026-02-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $112,420,062 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $644,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $644,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,627,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,088,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,627,915 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,272,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,272,724 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,429 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $378,759 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $375,592 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,639 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $47,384 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $706,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $375,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,885,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,885,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,591,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $375,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,885,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,681,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,897,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $657,795 | CashBOYAmt |
| Cash EOY | $1,741,870 | CashEOYAmt |
| Cash EOYFMV | $1,741,870 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,971,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $504,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $504,306 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $95,828,832 | CorporateStockBOYAmt |
| Corporate Stock EOY | $110,173,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,173,886 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $99,458,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,420,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,420,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $99,458,180 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $112,420,062 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,458,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $112,420,062 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,458,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $112,420,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,458,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,681,206 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,280,676 | OtherIncreasesAmt |
| Subtotal | $112,420,062 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $112,420,062 | 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 | $13,088,495 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,460,580 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,627,915 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,627,915 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,627,915 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $137,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $137,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $137,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $49,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $49,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $87,810 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WALLACEGENETIC.ORG | WebsiteAddressTxt |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 2029662932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 MASSACHUSETTS AVE NW STE 221 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID W DOUGLAS | ||||||||
| 4910 MASSACHUSETTS AVE NW STE 221 | WASHINGTON | DC | 20016 | PRESIDENT & TREASURER | 7.00 | $0 | $0 | $0 |
| DEBORAH SMITH DOUGLAS | ||||||||
| 4910 MASSACHUSETTS AVE NW STE 221 | WASHINGTON | DC | 20016 | VICE PRESIDENT & SECRETARY | 3.00 | $0 | $0 | $0 |
| MICHAELA OLDFIELD | ||||||||
| 4910 MASSACHUSETTS AVE NW STE 221 | WASHINGTON | DC | 20016 | EXECUTIVE DIRECTOR | 24.00 | $160,000 | $4,800 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1585 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $372,345 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $100,907,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,132,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,040,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,040,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,560,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,479,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,123,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,123,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $137,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $137,570 | TotalTaxAmt |
| Distributable Before Adj | $4,986,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,986,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,986,422 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,885,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,885,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,986,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $612,305 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,899 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $406,785 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $575,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $792,126 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,468,305 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,885,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,986,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $898,578 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,366,883 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $612,305 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,754,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,899 | ExcessFromYear4Amt |
| Excess From Year3 | $406,785 | ExcessFromYear3Amt |
| Excess From Year2 | $575,190 | ExcessFromYear2Amt |
| Excess From Year1 | $792,126 | ExcessFromYear1Amt |
| Excess From Current Year | $898,578 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| APPALACHIAN VOICES | |||||||||
| 812 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL SUPPORT | $40,000 | |||
| BREAD FOR THE WORLD INSTITUTE | |||||||||
| 425 3RD ST SW STE 1200 | WASHINGTON | DC | 20024 | PC | TO SUPPORT THE INTERFAITH WORKING GROUP ON FOREIGN ASSISTANCE | $80,000 | |||
| CATHOLIC RELIEF SERVICES | |||||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | PC | WASH IN HEALTHCARE FACILITIES | $410,000 | |||
| CERES INC | |||||||||
| 99 CHAUNCY ST 6TH FL | BOSTON | MA | 02111 | PC | FEDERAL POLICY EDUCATION PROGRAM | $300,000 | |||
| COLLECTIVE ACTION FOR A WATER SECURE WORLD C4W | |||||||||
| 901 N WASHINGTON ST 706 | ALEXANDRIA VA | VA | 22314 | PC | GENERAL SUPPORT | $25,000 | |||
| CONSERVATION FUND | |||||||||
| 1655 N FORT MYER DR STE 1300 | ARLINGTON | VA | 22209 | PC | GENERAL SUPPORT | $25,000 | |||
| CONSERVATION LANDS FOUNDATION | |||||||||
| 835 E 2ND AVE STE 314 | DURANGO | CO | 81301 | PC | GENERAL SUPPORT | $100,000 | |||
| CORNELL UNIVERSITY | |||||||||
| 377 PINE TREE RD | ITHACA | NY | 14850 | PC | INTERNATIONAL PROGRAM OF COLLEGE OF AG & LIFE SCIENCES | $50,000 | |||
| DESERT RESEARCH INSTITUTE BOARD OF REGENTS NSHE | |||||||||
| 2215 RAGGIO PKWY | RENO | NV | 89512 | PC | TO SUPPORT CENTER FOR INTERNATIONAL WATER AND SUSTAINABILITY | $150,000 | |||
| EARTHJUSTICE | |||||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | PC | GENERAL SUPPORT | $75,000 | |||
| ECOPEACE MIDDLE EAST ENVIRONMENTAL NGO FORUM | |||||||||
| PC | GENERAL SUPPORT | $50,000 | MENACHIM BEGAN RD 9 PO BOX 51293 | TEL AVIV | IS | ||||
| END FUND | |||||||||
| 2 PARK AVE 18TH FLR | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $100,000 | |||
| ENGINEERS WITHOUT BORDERS USA INC | |||||||||
| 1031 33RD STE 210 | DENVER | CO | 80205 | PC | WASH IN HEALTHCARE FACILITIES | $110,000 | |||
| ENVIRONMENTAL DEFENSE FUND | |||||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | PC | NEW MEXICO WATER RESILIENCE | $50,000 | |||
| ENVIRONMENTAL FILM FESTIVAL | |||||||||
| 1800 M ST NW PO BOX 33309 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $25,000 | |||
| ENVIRONMENTAL INTEGRITY PROJECT | |||||||||
| 1000 VERMONT AVE NW STE 1100 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $50,000 | |||
| ENVIRONMENTAL PROTECTION NETWORK | |||||||||
| 3100 ELLICOTT ST NW | WASHINGTON | DC | 20008 | PC | GENERAL SUPPORT | $125,000 | |||
| EPIPHANY SCHOOL | |||||||||
| 154 CENTRE ST | DORCHESTER | MA | 02124 | PC | GARDENS & GREENHOUSE PROGRAM | $40,000 | |||
| FAMILY HEALTH INTERNATIONALFHI360 | |||||||||
| 359 BLACKWELL ST | DURHAM | NC | 27701 | PC | GLOBAL HANDWASHING PARTNERSHIP | $50,000 | |||
| FRIENDS OF BLACKWATER INC | |||||||||
| 571 DOUGLAS RD | THOMAS | WV | 26292 | PC | ADVOCACY/COMMS. AND GENERAL SUPPORT | $40,000 | |||
| FRIENDS OF CEDAR MESA | |||||||||
| PO BOX 338 | BLUFF | UT | 84512 | PC | GENERAL SUPPORT | $75,000 | |||
| GLOBAL HEALTH COUNCIL | |||||||||
| 1199 N FAIRFAX ST STE 300 | ALEXANDRIRA | VA | 22314 | PC | WASH ADVOCACY AND GENERAL SUPPORT | $100,000 | |||
| GRAND STAIRCASE ESCALANTE PARTNERS | |||||||||
| 310 S 100 E STE 7 | KANAB | UT | 84741 | PC | GENERAL SUPPORT | $75,000 | |||
| GREATER DES MOINES BOTANICAL GARDEN | |||||||||
| 909 ROBERT D RAY DR | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $20,000 | |||
| GREEN AMENDMENTS FOR THE GENERATIONS | |||||||||
| 925 CANAL ST STE 3701 | BRISTOL | PA | 19007 | PC | GENERAL SUPPORT | $25,000 | |||
| GUANACASTE DRY FOREST CONSERVATION FUND | |||||||||
| 4780 MAIN RD | HUNTINGTON | VT | 05462 | PC | SUPPORT BIOMAR PROJECT | $25,000 | |||
| H2O FOR LIFE | |||||||||
| 4756 BANNING AVE STE 207 | WHITE BEAR LAKE | MN | 55110 | PC | FAITHS FOR SAFE WATER INITIATIVE AND GENERAL SUPPORT | $105,000 | |||
| IOWA NATURAL HERITAGE FOUNDATION | |||||||||
| 505 FITH AVE STE 444 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $15,000 | |||
| MEDIA MATTERS FOR AMERICA | |||||||||
| 1625 MASSACHUSETTS AVE NW STE 300 | WASHINGTON | DC | 20036 | PC | MONITOR PODCASTS AND RADIO TALK SHOWS RELATED TO CLIMATE CHANGE AND PUBLIC HEALTH | $75,000 | |||
| MICHIGAN STATE UNIVERSITY | |||||||||
| 426 AUDITORIUM RD RM 301 | EAST LANSING | MI | 48824 | PC | TECHNICAL CAPACITY BUILDING | $25,000 | |||
| MILLENNIUM WATER ALLIANCE | |||||||||
| 1980 POST OAK BVD STE 800 | HOUSTON | TX | 77056 | PC | ADVOCACY AND COMMUNICATIONS PROGRAM | $160,000 | |||
| MISSOURI BOTANICAL GARDEN | |||||||||
| 4434 SHAW BLVD | ST LOUIS | MO | 63110 | PC | FOR WILLIAM L. BROWN CENTER | $100,000 | |||
| NATIONAL CATHOLIC COMMUNITY FOUNDATION | |||||||||
| 1321 GENERALS HWY STE 202 | CROWNSVILLE | MD | 21032 | PC | FUND TO SUPPORT WASH IN CATHOLIC HEALTHCARE FACILITIES IN DEVELOPING COUNTRIES | $100,000 | |||
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | PC | PROTECTING AMERICA'S NATIONAL PARKS | $100,000 | |||
| NATIONAL PUBLIC RADIO | |||||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $35,000 | |||
| NATIONAL WILDLIFE FEDERATION | |||||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | PC | ANCESTRAL LAND FIELD ORGANIZING | $50,000 | |||
| NEW VENTURE FUND | |||||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | PC | TO SUPPORT AFDA PROJECT | $1,525,000 | |||
| NORTHEAST WILDERNESS TRUST | |||||||||
| 17 STATE ST STE 302 | MONTPELIER | VT | 05602 | PC | GENERAL SUPPORT | $25,000 | |||
| OLD-GROWTH FOREST NETWORK | |||||||||
| PO BOX 21 | EASTON | MD | 21601 | PC | ADVOCACY AND COMMUNICATIONS | $50,000 | |||
| PACIFIC INSTITUTE FOR STUDIES IN DEVELOPMENT ENVIRONMENT AND SECURITY | |||||||||
| 654 13TH ST | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $35,000 | |||
| POPULATION SERVICES INTERNATIONAL | |||||||||
| 1120 19TH ST NW | WASHINGTON | DC | 20036 | PC | WASH PROGRAM | $25,000 | |||
| PORTLAND STATE UNIVERSITY FOUNDATION | |||||||||
| 1600 SW 4TH AVE STE 730 | PORTLAND | OR | 97201 | PC | PRESIDENTIAL FELLOWS PROGRAM | $50,000 | |||
| POTOMAC CONSERVANCY | |||||||||
| 962 WAYNE AVE STE 540 | SILVER SPRING | MD | 20910 | PC | GENERAL SUPPORT | $40,000 | |||
| PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION | |||||||||
| 3101 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | PC | GENERAL SUPPORT | $100,000 | |||
| ROTARIAN SAFE WATER & SANITATION FOUNDATION INC | |||||||||
| 514 W 12TH ST | NEWTON | KS | 67114 | PC | WASH IN HCF ADVOCACY | $25,000 | |||
| SANTA FE COMMUNITY FOUNDATION | |||||||||
| 501 HALONA ST | SANTA FE | NM | 87505 | PC | SUPPORT FUND FOR CHILDREN AND THE ENVIRONMENT | $205,000 | |||
| SANTA FE CONSERVATION TRUST | |||||||||
| 400 KIVA COURT STE B | SANTA FE | NM | 87505 | PC | GENERAL SUPPORT | $25,000 | |||
| SIMPSON COLLEGE | |||||||||
| 701 N C ST | INDIANOLA | IA | 50125 | PC | CULVER PUBLIC POLICY CENTER | $20,000 | |||
| TRANSFORM INTERNATIONAL | |||||||||
| 606 COLUMBIA ST NW STE 100-D | OLYMPIA | WA | 98501 | PC | WASH IN HEALTHCARE FACILITIES | $50,000 | |||
| UNITED METHODIST COMMITTEE ON RELIEF OF GLOBAL MINISTRIES INC | |||||||||
| PO BOX 340029 | NASHVILLE | TN | 37203 | PC | WASH IN HEALTHCARE FACILITIES | $50,000 | |||
| UNIVERSITY OF NORTH CAROLINA | |||||||||
| 104 AIRPORT RD STE 2200 CBS 1350 | CHAPEL HILL | NC | 27599 | PC | WATER INSTITUTE: RESEARCH/ADVOCACY AND COP FOR WASH IN HEALTHCARE FACILITIES | $180,000 | |||
| VILLAGE HEALTH PARTNERSHIP | |||||||||
| 1601 E 19TH AVE STE 4450 | DENVER | CO | 80218 | PC | GENERAL SUPPORT | $50,000 | |||
| WALLACE CENTERS OF IOWA | |||||||||
| 756 SIXTEENTH ST | DES MOINES | IA | 50314 | PC | GENERAL SUPPORT | $50,000 | |||
| WATER ENGINEERS FOR THE AMERICAS | |||||||||
| 2904 RODEO PARK DR E 100 | SANTA FE | NM | 87505 | PC | GENERAL SUPPORT AND WASH IN HCF | $255,000 | |||
| WATERAID AMERICA | |||||||||
| 233 BRDWAY STE 2705 | NEW YORK | NY | 10279 | PC | ADVOCACY AND COMMUNICATIONS | $100,000 | |||
| WESTCHESTER LAND TRUST | |||||||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | PC | GENERAL SUPPORT | $25,000 | |||
| WORLD FOOD PRIZE FOUNDATION | |||||||||
| 100 LOCUST ST | DES MOINES | IA | 50309 | POF | GENERAL SUPPORT | $20,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,885,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $644,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,627,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,272,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,272,724 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LANE & COMPANY, CPAS - ACCOUNTING SERVICES | CategoryTxt |
| Amt | $22,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORTEVA AGRISCIENCE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1000 | AddressLine1Txt |
| City | JOHNSTON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-11-01 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | THE PURPOSE OF THE GRANT IS TO SUPPORT AGRICULTURAL GENETIC TRAINING. THIS EXPENDITURE RESPONSIBILITY STATEMENT IS A CONTINUATION OF A GRANT REPORTED ON THE 2024 FORM 990-PF. | PurposeOfGrantTxt |
| Expended By Grantee | $100,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE NOTED. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 08/09/25 | DatesOfReportsByGranteeTxt |
| Verification | 2025-09-16 | VerificationDt |
| Results Of Verification | VERIFICATION NOTED THAT FUNDS WERE EXPENDED CONSISTENT WITH CHARITABLE PURPOSES AND IN ACCORDANCE WITH THE GRANT AGREEMENT. | ResultsOfVerificationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FURNISHING A COPY OF THE FORM 990-PF IS NOT REQUIRED BY THE ATTORNEYS GENERAL OF DELAWARE OR THE DISTRICT OF COLUMBIA. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $7,199,000 | $7,199,000 |
| ALPHABET INC CL C | $7,217,400 | $7,217,400 |
| AMAZON COM INC | $12,925,920 | $12,925,920 |
| APPLE INC | $13,593,000 | $13,593,000 |
| BROADCOM INC | $1,877,592 | $1,877,592 |
| CORTEVA INC | $9,022,841 | $9,022,841 |
| ELI LILLY & CO | $3,438,976 | $3,438,976 |
| HOME DEPOT INC | $2,615,160 | $2,615,160 |
| MASTERCARD INC CL A | $4,567,040 | $4,567,040 |
| MCDONALDS CORP | $2,681,903 | $2,681,903 |
| META PLATFORMS INC CL A | $7,208,183 | $7,208,183 |
| MICROSOFT CORP | $5,755,078 | $5,755,078 |
| NEXTERA ENERGY INC | $2,729,520 | $2,729,520 |
| NVIDIA CORPORATION | $4,662,500 | $4,662,500 |
| SHOPIFY INC CL A | $3,002,090 | $3,002,090 |
| TAIWAN SMCNDCTR MFG CO LTD ADR | $1,985,921 | $1,985,921 |
| THERMO FISHER SCIENTIFIC | $8,981,475 | $8,981,475 |
| UNITEDHEALTH GP INC | $1,320,440 | $1,320,440 |
| VEEVA SYS INC CL A | $1,674,225 | $1,674,225 |
| VISA INC CL A | $7,715,622 | $7,715,622 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $5,548 | $0 | $0 |
| INSURANCE | $4,409 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $9,280,676 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY - INVESTMENT MANAGEMENT SERVICES | $372,345 | $372,345 | $0 |
| FOLGER NOLAN FLEMING DOUGLAS - INVESTMENT MANAGEMENT SERVICES | $3,247 | $3,247 | $0 |
| PAYCHEX - PAYROLL PROCESSING SERVICES | $3,167 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - FEDERAL | $69,614 | $0 | $0 |
| TAXES - STATE | $25 | $0 | $0 |