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KIMLEY-HORN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KIMLEY-HORN FOUNDATION (EIN 56-2188912)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-18
IRS object ID
202601389349100830
Schema version
2025v4.1
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

FieldValueIRS element (for citing)
Return2026-05-18T15:01:07-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221146430PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 FIRST AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562188912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIMLEY-HORN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKIMLBusinessNameControlTxt
Phone9196772000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1421 FAYETTEVILLE ST STE 600AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276011777ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MCENTEEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9196772000PhoneNum
Signature2026-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE TAYLORPreparerPersonNm
PTINP00888516PTIN
Phone4127623784PhoneNum
Preparation2026-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,746,776FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,600,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$276,338DividendsRevAndExpnssAmt
Dividends Net Invst Incm$275,714DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$34,377NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,996,205GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$34,377CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$6,200OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$3,916,915TotalRevAndExpnssAmt
Total Net Invst Incm$310,091TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$390AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$390AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$41,922OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$41,922OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$9,956TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,193TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$500OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$52,768TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,615TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$390TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,916,090ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,916,090ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,968,858TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,615TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,916,480TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,948,057ExcessRevenueOverExpensesAmt
Net Investment Income$264,476NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,488,675SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,765,290SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,765,290SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$6,106,058OtherInvestmentsBOYAmt
Other Investments EOY$6,780,633OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,981,486OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,594,733TotalAssetsBOYAmt
Total Assets EOY$9,545,923TotalAssetsEOYAmt
Total Assets EOYFMV$10,746,776TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,594,733CapitalStockBOYAmt
Capital Stock EOY$9,545,923CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$7,594,733TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,545,923TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,594,733TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,545,923TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,594,733TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,948,057ExcessRevenueOverExpensesAmt
Other Increases$11,610OtherIncreasesAmt
Subtotal$9,554,400SubtotalAmt
Other Decreases$8,477OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,545,923TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
3347. ISHARES CORE S&P MID-CAP ETF2024-04-262025-09-05$220,869$197,708$23,161$23,161
1684. ISHARES CORE S&P SMALL CAP ETF2022-02-032025-09-05$200,316$182,537$17,779$17,779
3140.927 BAIRD AGGREGATE BOND FUND2024-09-252025-09-18$31,378$30,725$653$653
74530.113 BAIRD AGGREGATE BOND FUND2023-11-222025-09-18$744,556$711,851$32,705$32,705
3171.513 BLACKROCK TOTAL RETURN-I2024-09-302025-09-18$31,905$31,348$557$557
65086.381 BLACKROCK TOTAL RETURN-I2017-07-182025-09-18$654,769$701,070-$46,301-$46,301
270.138 BLACKROCK TOTAL RETURN-I2020-12-222025-09-18$2,718$3,285-$567-$567
4412.541 PGIM HIGH YIELD FUND2024-09-302025-09-18$21,621$21,248$373$373
57239.945 PGIM HIGH YIELD FUND2017-07-182025-09-18$280,476$281,493-$1,017-$1,017
327.284 PGIM HIGH YIELD FUND2020-12-302025-09-18$1,604$1,798-$194-$194
3084.018 VANGUARD TOTL BD MKT IDX-ADM2024-09-302025-09-18$30,193$29,725$468$468
79047.892 VANGUARD TOTL BD MKT IDX-ADM2021-03-312025-09-18$773,879$768,976$4,903$4,903
5.559 VANGUARD TOTL BD MKT IDX-ADM2020-12-232025-09-18$54$64-$10-$10
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
CAPITAL GAIN DIVIDENDS$1,867P
FieldValueIRS element (for citing)
Capital Gain Net Income$34,377CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,676InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,676SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,676TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,272EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,272TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$404TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4128077546PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 FIRST AVE P7-PFSC-03-ZAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LORI HALL
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD CHAIR1$0
ANDREW BAIRD
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
ED DEAN
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
BRADY FINKLEA
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
ALAN GARRI
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
ERIN GRIFFIN
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
JOE KALTSAS
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
BLAINE LINKOUS
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
JAKE PANTER
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
KENZIE PORTER
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
JENNIFER STEEN
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
LISA STONE
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
ALISSA WAITE
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
BEN WILLIAMS
421 FAYETTEVILLE ST SUITE 600RALEIGHNC27601BOARD MEMBER1$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,481,293AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,481,293TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,481,293AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$127,219CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,354,074NetVlNoncharitableAssetsAmt
Minimum Investment Return$417,704MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$417,704MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,676TaxBasedOnInvestmentIncomeAmt
Total Tax$3,676TotalTaxAmt
Distributable Before Adj$414,028DistributableBeforeAdjAmt
Recoveries Qualfied Distri$6,200RecoveriesQualfiedDistriAmt
Distributable Before Ded$420,228DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$420,228DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,916,480ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,916,480QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$420,228DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$551,467ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$238,652ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$259,622ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$869,472ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,141,462ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,060,675TotalExcessDistributionCyovAmt
Qualifying Distributions$1,916,480QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$420,228AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,496,252RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,556,927TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$551,467ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,005,460ExcessDistriCyovToNextYrAmt
Excess From Year4$238,652ExcessFromYear4Amt
Excess From Year3$259,622ExcessFromYear3Amt
Excess From Year2$869,472ExcessFromYear2Amt
Excess From Year1$1,141,462ExcessFromYear1Amt
Excess From Current Year$1,496,252ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (253 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ST JAMES CATHEDRAL KITCHEN
901 TERRY AVESEATTLEWA98104NONEPCVOLUNTEER GRANTS$1,000
DEPARTMENT OF CIVIL ENGINEERING
110 CENTRAL CAMPUS DRMOBILEAL36688NONEPCDISADVANTAGED STUDENTS$1,000
FREEDOM HOUSE CHURCH TO BENEFIT
3638 SALOME CHURCH RDCHARLOTTENC28262NONEPCDISADVANTAGED STUDENTS AND$1,500VERTICAL MINISTRIES
GROW AND SHARE COMMUNITY GARDEN
3915 N JOSEY LANECARROLLTONTX75007NONEPCVOLUNTEER GRANTS$1,500C/O NOR'KIRK PRESBYTERIAN
FIRST CONGREGATIONAL CHURCH OF LA
100 SOUTH SIXTH AVELA GRANGEIL60525NONEPCVOLUNTEER GRANTS$1,900GRANGE SATURDAY MEALS PROGRAM
CAMP MIKELL AND CONFERENCE CENTER
237 CAMP MIKELL CTTOCCOAGA30577NONEPCSCHOLARSHIPS$3,800
SHARING GOD'S BOUNTY
C/O ST PHILOMENE CHURCHSACRAMENTOCA95825NONEPCVOLUNTEER GRANTS$2,700
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118NONEPCCOUNTS INITIATIVE$7,900
THE JEWISH FEDERATON OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004NONEPCINDIVIDUALS AND FAMILIES IN$3,800
COALITION FOR THE HOMELESS
129 FULTON STREETNEW YORKNY10038NONEPCVOLUNTEER GRANTS$1,000
CITY HARVEST
150 52ND STREETBROOKLYNNY11232NONEPCCOUNTS INITIATIVE$5,400
FEEDING WESTCHESTER
200 CLEARBROOK ROADELMSFORDNY10523NONEPCCOUNTS INITIATIVE$5,400
Valley Inn Volunteer Fire Department
810 DRY RUN RDMonongahelaPA15063NONEPCGENERAL SUPPORT$10,000
CHILDRESS COUNTY OLD SETTLERS ASSOC
PO BOX 284CHILDRESSTX79201NONEPCGENERAL SUPPORT & VOLUNTEER$2,700
SOLDIER'S ANGELS
2895 NE LOOP 410 SUITE 107SAN ANTONIOTX78218NONEPCVOLUNTEER GRANTS$1,500
COURT APPOINTED SPECIAL ADVOCATE
2020 COUNTRY CLUB DRCHILDRESSTX79201NONEPCGENERAL SUPPORT$11,000OF THE ROLLING PLAINS
GIRLS ON THE RUN OF THE GREATER
129 LUBRANO DRIVE SUTIE L-102ANNAPOLISMD21401NONEPCDISADVANTAGED SCHOLARSHIPS$1,900CHESAPEAKE
Tinkers Creek Watershed Partners Inc
PO BOX 444TWINSBURGOH440870444NONEPCVOLUNTEER GRANTS$1,900
Polar Bear Foundation
650 S BALTIMORE STDILLSBURGPA170199636NONEPCGENERAL SUPPORT$1,000
COMMUNITY FOOD BANK OF NEW JERSEY
31 EVANS TERMINAL ROADHILLSIDENJ07205NONEPCCOUNTS INITIATIVE$5,400
Spread the Word Nevada
1065 AMERICAN PACIFIC DRIVE SUITE 1HendersonNV89074NONEPCVOLUNTEER GRANTS$1,900
CENTRAL PENNSYLVANIA FOOD BANK
3908 COREY ROADHARRISBURGPA17109NONEPCCOUNTS INITIATIVE$5,400
PHILABUNDANCE
3616 SOUTH GALLOWAY STREETPHILADELPHIAPA19148NONEPCCOUNTS INITIATIVE$10,700
Colorado State University Foundation
300 UNIV SERVICES CTRFORT COLLINSCO805230001NONEPCDISADVANTAGED STUDENTS$2,200
FREESTORE FOODBANK INC
3401 ROSENTHAL WAYCINCINNATIOH45204NONEPCCOUNTS INITIATIVE$1,000
SECOND HARVEST INLAND NORTHWEST
1234 E FRONT AVENUESPOKANEWA99202NONEPCCOUNTS INITIATIVE$9,100
SPECIAL OLYMPICS FLORIDA
1915 DON WICKHAM DRCLERMONTFL34711NONEPCVOLUNTEER GRANTS$1,000
ST MARY'S FOOD BANK ALLIANCE
2831 N 31ST STREETPHOENIXAZ85009NONEPCCOUNTS INITIATIVE$37,200
AMERICAN HEARING IMPAIRED HOCKEY
9345 HARDING AVENUEEVANSTONIL60203NONEPCVOLUNTEER GRANTS$1,000ASSOCIATION INC
SECOND HARVEST HEARTLAND
7101 WINNETKA AVE NBROOKLYN PARKMN55428NONEPCCOUNTS INITIATIVE$23,200
LAUREL HIGHLANDS COUNCIL
1275 BEDFORD AVENUEPITTSBURGHPA15219NONEPCDISADVANTAGED CHILDREN$10,000BOY SCOUTS OF AMERICA
BIG BROTHER BIG SISTERS OF CENTRAL
1433 N MERIDIAN STINDIANAPOLISIN46202NONEPCVOLUNTEER GRANTS$1,000INDIANA
GREATER PITTSBURGH COMMUNITY FOOD
1 NORTH LINDEN STREETDUQUESNEPA15110NONEPCCOUNTS INITIATIVE$5,400BANK
FEEDING SAN DIEGO
9477 WAPLES STREET 100SAN DIEGOCA92121NONEPCCOUNTS INITIATIVE$13,100
OUTSIDE LAS VEGAS FOUNDATION
21 N PECOS ROAD SUITE 106LAS VEGASNV89101NONEPCVOLUNTEER GRANTS$1,000
FULLY FURNISHED MINISTRIES
PO BOX 4811ALPHARETTAGA30023NONEPCTRUCK CAMPAIGN$1,900
INDIANAPOLIS CULTURAL TRAIL INC
132 W WALNUT STREETINDIANAPOLISIN46204NONEPCVOLUNTEER GRANTS$1,000
NATIONAL COALITION OF 100 BLACK WOMEN
401 N ROSEMARY AVENUEWEST PALM BEACHFL33401NONEPCDISADVANTAGE SENIORS AND$1,000INC WPB
ACE MENTOR PROGRAM OF AMERICA INC
PO BOX 8851HOUSTONTX77249NONEPCDISADVANTAGED STUDENTS$1,000
Drawchange Inc
PO BOX 55627ATLANTAGA303085627NONEPCROLL FOR A REASON$500
Forerunner Mentoring Fund
10228 E NORTHWEST HWY 24DALLASTX752384408NONEPCVOLUNTEER GRANTS$3,800
JUNIUS HEIGHTS HISTORIC DISTRICT
1523 ABRAMS RDDALLASTX75214NONEPCVOLUNTEER GRANTS$5,300
SPROUT THERAPEUTIC RIDING AND EDUCATION
40685 JOHN MOSBY HIGHWAYALDIEVA20105NONEPCVOLUNTEER GRANTS$1,500
DISTRICT OF COLUMBIA GREEN SPACE
1102 MONROE STREET NWWASHINGTONDC20010NONEPCVOLUNTEER GRANT$1,000ALLIANCE INC
WORLD CENTRAL KITCHEN
1342 FLORIDA AVENUE NWWASHINGTONDC20009NONEPCCALIFORNIA WILDFIRE RELIEF$25,000
THREE SQUARE FOOD BANK
4190 N PECOS ROADLAS VEGASNV89115NONEPCCOUNTS INITIATIVE$15,000
Des Moines Police Foundation
21900 11TH AVE SDES MOINESWA981986319NONEPCSHOP WITH A COP$2,700
THE MID OHIO FOOD BANK
3960 BROOKHAM DRIVEGROVE CITYOH43123NONEPCCOUNTS INITIATIVE$6,900
FOOD FINDERS BOOD BANK INC
1204 GREENBUSH STLAFAYETTEIN47904NONEPCCOUNTS INITIATIVE$6,900
Food Pantry Network of Licking County
1035 BRICE STNEWARKOH43055NONEPCVOLUNTEER GRANTS$1,000
JEROME UNITED METHODIST CHURCH
10531 JEROME ROADPLAIN CITYOH43064NONEPCHABITAT HOUSE WALL BUILD$140
Southwest Autism Research & Resource Cen
300 NORTH 18TH STREETPhoenixAZ85006NONEPCGENERAL SUPPORT & VOLUNTEER$1,500
SECOND HARVEST FOOD BANK OF ORANGE
8014 MARINE WAYIRVINECA92618NONEPCCOUNTS INITIATIVE$9,100COUNTY INC
COMTO FT LAUDERDALE CHAPTER
800 NW 33RD STPOMPANO BEACHFL33064NONEPCSCHOLARSHIPS$6,500
FEEDING AMERICA RIVERSIDE AND SAN
2950 JEFFERSON STREET BRIVERSIDECA92504NONEPCCOUNTS INITIATIVE$19,600BERNARDINO COUNTIES
APPALACHIAN COMMUNITY RELIEF
105 BROOKSIDE AVENUEBLACK MOUNTAINNC28711NONEPCVOLUNTEER GRANTS$1,000
AKRON-CANTON REGIONAL FOOD BANK
350 OPPORTUNITY PARKWAYAKRONOH44307NONEPCCOUNTS INITIATIVE$6,900
THE MOTHER TERESA OF CALCUTTA CENTER
3835 NATIONAL AVENUESAN DIEGOCA92113NONEPCLOCAL COMMUNITY$1,000
GLEANERS FOOD BANK OF INDIANA
3737 WALDEMERE AVENUEINDIANAPOLISIN46241NONEPCCOUNTS INITIATIVE &$7,900
HABITAT FOR HUMAINTY OF GREATER
3135 N MERIDIAN STREETINDIANAPOLISIN46208NONEPCWOMEN BUILD$3,800INDIANAPOLIS
Niches Land Trust Inc
1782 N 400 ELafayetteIN47905NONEPCVOLUNTEER GRANTS$1,000
TINDLEY ACCELERATED SCHOOLS
3960 MEADOWS DRIVEINDIANAPOLISIN46205NONEPCGENERAL PURPOSE & VOLUNTEER$10,000
VERSITI BLOOD CENTER OF INDIANA INC
1200 N HIGHLAND AVENUEAURORAIL60506NONEPCVOLUNTEER GRANT$3,800
GREATER CHICAGO FOOD DEPOSITORY
4100 WEST ANN LURIE PLACECHICAGOIL60632NONEPCCOUNTS INITIATIVE$6,900
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN COURTGENEVAIL60134NONEPCCOUNTS INITIATIVE &$19,000
Feeding America
161 NORTH CLARK STREET SUITE 700ChicagoIL60601NONEPCGENERAL SUPPORT$1,250
TUTORING CHICAGO
2145 N HALSTED STCHICAGOIL60614NONEPCVOLUNTEER GRANTS$1,000
Chicago Lights
126 EAST CHESTNUT STREETChicagoIL60611NONEPCVOLUNTEER GRANTS FOR URBAN$22,700
BREAKTHROUGH
PO BOX 47200CHICAGOIL60647NONEPCVOLUNTEER GRANT$2,700
Cara Collective
237 SOUTH DESPLAINES STREETChicagoIL60661NONEPCGENERAL SUPPORT & VOLUNTEER$1,900
Palm Beach County Food Project Inc
471 N LYRA CIRJuno BeachFL33408NONEPCVOLUNTEER GRANTS$3,700
GLEANERS COMMUNITY FOOD BANK
2131 BEAUFAITDETROITMI48207NONEPCCOUNTS INITIATIVE$9,400OF SOUTHEASTERN MICHIGAN
PAWS WITH A CAUSE
4646 S DIVISIONWAYLANDMI49348NONEPCVOLUNTEER GRANTS$4,000
FEEDING AMERICA EASTERN WISCONSIN
1700 W FOUND DU LAC AVENUEMILWAUKEEWI53205NONEPCCOUNTS INITIATIVE$1,000
THE ARC MINNESOTA INC
641 FAIRVIEW AVE N 195ST PAULMN55104NONEPCVOLUNTEER GRANTS$1,000
METRO BLOOMS
3747 CEDAR AVENUE SOUTHMINNEAPOLISMN55407NONEPCVOLUNTEER GRANTS$3,800
CHANNEL ONE FOOD BANK
131 35TH STREET SEROCHESTERMN55904NONEPCCOUNTS INITIATIVE$1,000
WASHINGTON COUNTY PHEASANTS FOREVER
1783 BUERKLE CIRCLEST PAULMN55110NONEPCGENERAL SUPPORT$5,300
CLARE HOUSING
929 CENTRAL AVENUE NEMINNEAPOLISMN55413NONEPCGENERAL SUPPORT & VOLUNTEER$12,700
COURAGE KENNY FOUNDATION
PO BOX 43MinneapolisMN554400043NONEPCVOLUNTEER GRANT$2,700
HABITAT FOR HUMANITY OF BOONE COUNTY
PO BOX 1222BELVIDEREIL61008NONEPCVOLUNTEER GRANTS$3,000
HARVESTERS COMMUNITY FOOD BANK
3801 TOPPING AVENUEKANSAS CITYMO64129NONEPCCOUNTS INITIATIVE$6,900
HOPE LUTHERAN FOUNDATION
2900 NORTH BROADWAYFARGOND58102NONEPCDISADVATAGED CHILDREN$1,000
Wagons Ho Ho Ho
6116 CLEVELAND AVEColumbusOH432312000NONEPCGENERAL SUPPORT$1,500
CRISTO REY ATLANTA JESUIT HIGH SCHOOL
222 PIEDMONT AVE NEATLANTAGA30308NONEPCCORPORATE WORK STUDY$37,000
TEXAS ACADEMY 4
685 JOHN B SIAS MEMORIAL PKWY 215FORT WORTHTX76134NONEPCVOLUNTEER GRANTS$3,800
QUEEN CITY ROBOTICS ALLIANCE INC
2102 CAMBRIDGE BELTWAY DRIVE STE BCHARLOTTENC28273NONEPCDISADVANTAGED STUDENTS$2,700
Bike Walk Central Florida Inc
100 E PINE STREETOrlandoFL32801NONEPCGENERAL SUPPORT &VOLUNTEER$1,900
GIGIS PLAYHOUSE INC
2350 W HIGGINS RDHOFFMAN ESTIL601692413NONEPCGENERAL SUPPORT$750
FRIENDS OF LLELA
500 E JONES STLEWISVILLETX75057NONEPCVOLUNTEER GRANTS$3,800
SLEEP IN HEAVENLY PEACE INC
669 W QUINN BUILDING 42POCATELLOID83202NONEPCVOLUNTEER GRANTS$10,300
Brain Treatment Foundation Inc
391 E LAS COLINAS BLVDIrvingTX75039NONEPCVOLUNTEER GRANTS$1,000
FEEDING NORTHEAST FLORIDA
1116 EDGEWOOD AVENUEJACKSONVILLEFL32254NONEPCCOUNTS INITIATIVE$8,000
THE LAUNCH PAD TEEN CENTER
302 GROVE AVENUEPRESCOTTAZ86301NONEPCVOLUNTEER GRANT$7,800
ATX KIDS CLUB
3005 S LAMAR BLVD STE D-109 371AUSTINTX78704NONEPCVOLUNTEER GRANTS$2,700
Beyond Boundaries
3513 GRANDVIEW DRRICHMONDVA232251203NONEPCGENERAL SUPPORT & VOLUNTEER$2,700
CAPITAL TREES
200 SOUTH THIRD STREETRICHMONDVA23219NONEPCVOLUNTEER GRANTS$1,000
FRIENDS OF DORCHESTER COUNTY PARKS
500 N MAIN STSUMMERVILLESC29483NONEPCVOLUNTEER GRANTS$1,500
Community Design Fort Worth
1201 EVANS AVE STE 107Fort WorthTX76104NONEPCVOLUNTEER GRANTS$3,500
KANSAS FOODBANK WAREHOUSE INC
1919 E DOUGLASWICHITAKS67211NONEPCCOUNTS INITIATIVE$6,900
COMMUNITY FOOD BANK OF SOUTHERN
3003 S COUNTRY CLUB RDTUCSONAZ85713NONEPCCOUNTS INITIATIVE$11,600ARIZONA
MARYLAND FOOD BANK
220 HALETHORPE FARMS ROADBALTIMOREMD21227NONEPCCOUNTS INITIATIVE$11,700
Acec Research Institute
1400 L STREET NW 4TH STREETWashingtonDC20005NONEPCSCHOLARSHIP PROGRAM$12,000
THE CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUEWASHINGTONDC20017NONEPCCOUNTS INITIATIVE$13,200
BLUE RIDGE AREA FOOD BANK INC
PO BOX 937VERONAVA24482NONEPCCOUNTS INITIATIVE$10,700
FOODBANK OF SOUTHEASTERN VIRGINIA
800 TIDEWATER DRIVENORFOLDVA23504NONEPCCOUNTS INITIATIVE$7,900
FRIENDS OF THE NATIONAL ARBORETUM
3501 NEW YORK AVENEUWASHINGTONDC20002NONEPCVOLUNTEER GRANTS$1,000
St Anthonys Bread Inc
10560 MAIN STREETFAIRFAXVA220307182NONEPCVOLUNTEER GRANTS$2,700
American Red Cross
431 EIGHTEENTH STREET NWWashingtonDC20006NONEPCTEXAS FLOOD RELIEF EFFORTS$10,000
VIRGINIA TECH FOUNDATION INC
902 PRICES FORK ROAD 4000BLACKSBURGVA24061NONEPCDISADVANTAGED STUDENTS$2,900
CORNERSTONES INC
11150 SUNSET HILLS ROADRESTONVA20190NONEPCGENERAL SUPPORT & VOLUNTEER$11,900
FEED MORE INC
8020 VILLA PARK DRIVERICHMONDVA23228NONEPCCOUNTS INITIATIVE$10,700
VALLEY EDUCATIONAL CENTER FOR THE
PO BOX 787WOODSTOCKVA22664NONEPCDISADVANTAGED PARTICIPANTS$5,300CREATIVE ARTS
VIRGINIA PENINSULA FOOD BANK
2401 ALUMINUM AVENUEHAMPTONVA23661NONEPCCOUNTS INITIATIVE$1,000
FRIENDS OF NORFOLKS ENVIRONMENT
3500 GRANBY STREETNORFOLKVA23504NONEPCVOLUNTEER GRANTS$1,000
SAFE ALLIANCE INC
601 E FIFTH STREET 400CHARLOTTENC28202NONEPCVOLUNTEER GRANTS$5,300
FOOD BANK OF CENTRAL & EASTERN
1924 CAPITAL BOULEVARDRALEIGHNC27604NONEPCCOUNTS INITIATIVE$45,600NC INC
Second Harvest Food Bank of Metrolina
500-B SPRATT STREETCharlotteNC28206NONEPCCOUNTS INITIATIVE$35,900
HABITAT FOR HUMANITY OF THE CHARLOTTE
PO BOX 220287CHARLOTTENC28222NONEPCGENERAL PURPOSE$15,000REGION
HABITAT FOR HUMANITY WAKE COUNTY
2420 NORTH RALEIGH BLVDRALEIGHNC27604NONEPCVOLUNTEER GRANT$1,000
INTER-FAITH FOOD SHUTTLE
1001 BLAIR DRIVE 120RALEIGHNC27603NONEPCCOUNTS INITIATIVE$10,300
Childrens Flight of Hope Inc
751 CORPORATE CENTER DRIVE SUITE 13RALEIGHNC27607NONEPCGENERAL SUPPORT$1,900
NEIGHBOR TO NEIGHBOR MINISTRIES
1200 S BLOUNT STREETRALEIGHNC27601NONEPCGENERAL SUPPORT$20,000
HOLT BROTHERS FOUNDATION
421 FAYETTEVILLE STREET 1300RALEIGHNC27601NONEPCGENERAL OPERATING &$3,800
LOWCOUNTRY FOOD BANK
2864 AZALEA DRIVECHARLESTONSC29405NONEPCCOUNTS INITIATIVE$10,300
AMERICAN SOCIETY OF CIVIL ENGINEERS
1801 ALEXANDER BELL DRIVERESTONVA20191NONEPCDISADVANTAGED STUDENTS$3,800GEORGIA SECTION
Communities In Schools National Office
2345 CRYSTAL DRIVE SUITE 700ArlingtonVA22202NONEPCGENERAL SUPPORT$10,000
Atlanta Community Food Bank
3400 NORTH DESERT DRIVEAtlantaGA30344NONEPCCOUNTS INITIATIVE &$32,500
AMERICA'S SECOND HARVEST OF COASTAL
1380 CHATHAM PARKWAYSAVANNAHGA31405NONEPCCOUNTS INITIATIVE$7,700GEORGIA INC
NORTH CAROLINA WATER ENVIRONMENT
859 WASHING STREETRALEIGHNC27605NONEPCLOCAL COMMUNITY$1,000DBA NC ONE WATER
Savannah Tree Foundation Inc
PO BOX 8880SAVANNAHGA314128880NONEPCGENERAL SUPPORT$20,000
HABITAT FOR HUMANITY IN ATLANTA INC
824 MEMORIAL DR SEATLANTAGA30316NONEPCVOLUNTEER GRANT$2,700
TREES ATLANTA INC
112 KROG ST NEATLANTAGA30307NONEPCVOLUNTEER GRANTS$1,500
COLUMBUS DREAM CENTER INC
4119 OATES AVENUECOLUMBUSGA31904NONEPCVOLUNTEER GRANTS$3,800
FAIRCHILD TROPICAL BOTANIC GARDEN
10901 OLD CUTLER ROADMIAMIFL33156NONEPCSTEMLAB$2,700
St Paul Evangelical Lutheran Church
701 W PALMETTO PARK RDBoca RatonFL33486NONEPCGENERAL SUPPORT$1,000Of Boca Raton Fl Inc
METROPOLITAN MINISTRIES
2002 N FLORIDA AVENUETAMPAFL33602NONEPCGENERAL PURPOSE$11,000
PREGANCY HELP & INFORMATION CENTER
1710 S GADSDEN STREETTALLAHASSEEFL32301NONEPCVOLUNTEER GRANTS$1,000
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACEPEMBROKE PARKFL33023NONEPCCOUNTS INITIATIVE$23,900
FEEDING AMERICA TAMPA BAY INC
3624 CAUSEWAY BLVDTAMPAFL33619NONEPCCOUNTS INITIATIVE$12,000
SECOND HARVEST FOOD BANK OF CENTRAL
411 MERCY DRIVEORLANDOFL32805NONEPCCOUNTS INITIATIVE$23,400FLORIDA INC
HARRY CHAPIN FOOD BANK OF
3760 FOWLER STREETFORT MYERSFL33901NONEPCCOUNTS INITIATIVE$10,500SOUTHWEST FLORIDA
SECOND HARVEST BIG BEND
4446 ENTREPOT BOULEVARDTALLAHASSEEFL32310NONEPCCOUNTS INITIATIVE AND$5,000
Indian River Soccer Association Inc
PO BOX 650611VERO BEACHFL32965NONEPCGENERAL SUPPORT &$1,000
PATHFINDER OUTDOOR EDUCATION INC
1310 22ND AVENUE SOUTHST PETERSBURGFL33705NONEPCDISADVATAGED CHILDREN$1,000
HABITAT FOR HUMANITY OF PALM BEACH
6758 N MILITARY TRAIL SUITE 301RIVIERA BEACHFL33407NONEPCKIMLEY-HORN TEAM BUILD$21,500COUNTY
HIGH POINT VILLAGE INC
6223 COUNTY ROAD 6300LUBBOCKTX79416NONEPCGENERAL SUPPORT$15,000
ROOM IN THE INN
PO BOX 25309NASHVILLETN37202NONEPCVOLUNTEER GRANTS$1,500
CHATTANOOGA AREA FOOD BANK INC
2009 CURTAIN POLE ROADCHATTANOOGATN37406NONEPCCOUNTS INITIATIVE$10,200
MOUNTAIN TOP
480 OLD HWY 56COALMONTTN37313NONEPCVOLUNTEER GRANTS$1,500
SECOND HARVEST FOOD BANK OF
331 GREAT CIRCLE ROADNASHVILLETN37228NONEPCCOUNTS INITIATIVE$16,750MIDDLE TENNESSEE
MID-SOUTH FOOD BANK
3865 SOUTH PERKINS ROADMEMPHISTN36118NONEPCCOUNTS INITIATIVE$10,200
UNIV OF SOUTH ALABAMA SOCIETY OF
150 STUDENT SERVICES DRIVEMOBILEAL36688NONEPCDISADVANTAGED STUDENTS$8,000CIVIL ENGINEERS
FEEDING THE GULF COAST
5428 SOUTH MOBILE STREETTHEODOREAL36582NONEPCCOUNTS INITIATIVE$16,600
COMMUNITY FOOD BANK OF CENTRAL
107 WALTER DAVIS DRIVEBIRMINGHAMAL35209NONEPCCOUNTS INITIATIVE$7,700ALABAMA
FOOD BANK OF NORTH ALABAMA INC
225 FINNEYHUNTSVILLEAL35824NONEPCCOUNTS INITIATIVE$7,700
ALL FAITHS FOOD BANK
8171 BLAIKIE CTSARASOTAFL34240NONEPCCOUNTS INITIATIVE$4,000
TREASURE COAST FOOD BANK
401 ANGLE ROADFORT PIERCEFL34947NONEPCCOUNTS INITIATIVE$4,000
KEEP MANATEE BEAUTIFUL INC
PO BOX 14426BRADENTONFL34280NONEPCVOLUNTEER GRANTS$1,500
FIRST TEE - PALM BEACHES
7301 NORTH HAVERHILL ROADRIVIERA BEACHFL33407NONEPCDISADVANTAGED CHILDREN AND$2,700
BANCO DE ALIMENTOS DE PUERTO RICO
PO BOX 3990CAROLINAPR00984NONEPCCOUNTS INITIATIVE$4,000
CALIFORNIA FIRE FOUNDATION
1780 CREEKSIDE OAKS DRIVESACRAMENTOCA95833NONEPCCALIFORNIA RISES$25,000
NORTHWEST ARKANSAS FOOD BANK
PO BO 2126LOWELLAR72745NONEPCCOUNTS INITIATIVE$6,000
REGIONAL FOOD BANK OF OKLAHOMA
3355 S PURDUE STREETOKLAHOMA CITYOK73137NONEPCCOUNTS INITIATIVE$8,500
COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
1304 N KENOSHA AVENUETULSAOK74106NONEPCCOUNTS INITIATIVE$6,000
POSITIVE TOMORROWS
PO BOX 61190OKLAHOMA CITYOK73146NONEPCVOLUNTEER GRANTS$11,500
Boys & Girls Clubs of Oklahoma County
2915 NORTH CLASSEN BOULEVARD SUITEOklahoma CityOK73106NONEPCGENERAL SUPPORT & FLIGHT$9,500
BOY SCOUTS OF AMERICA #564
12500 N IH 35AUSTINTX78753NONEPCDISADVANTAGE CHILDREN$5,300CAPITAL AREA COUNCIL
The Settlement Home for Children
16 PAYTON GIN ROADAUSTINTX78758NONEPCGENERAL SUPPORT & VOLUNTEER$11,500
SAN ANTONIO FOOD BANK
5200 ENRIQUE M BARRERE PKWYSAN ANTONIOTX78227NONEPCCOUNTS INITIATIVE$11,750
HOUSTON FOOD BANK
535 PORTWALL STREETHOUSTONTX77029NONEPCCOUNTS INITIATIVE$39,500
Colorado Association of Black Profession
P O BOX 200508DenverCO80220NONEPCGENERAL SUPPORT &$10,000Engineers & Scientists - CABPES
CENTRAL TEXAS FOOD BANK
6500 METROPOLIS DRIVEAUSTINTX78744NONEPCCOUNTS INITIATIVE$48,750
THE COMMUNITY FOUNDATION OF THE TEXAS
241 EARL GARRETT STKERRVILLETX78028NONEPCKERR COUNTY FLOOD$16,600HILL COUNTRY INC
FOOD BANK FOR LARIMER COUNTY
5706 WRIGHT DRIVELOVELANDCO80538NONEPCCOUNTS INITIATIVE$9,100
Austin Habitat for Humanity
500 WEST BEN WHITE BOULEVARDAustinTX78704NONEPCGENERAL SUPPORT & VOLUNTEER$16,500
TEXAS ELKS CHILDRENS SERVICES INC
1963 FM 1586GONZALESTX78629NONEPCVOLUNTEER GRANTS$1,500
SAMMY'S HOUSE
2415 TWIN OAKS DRIVEAUSTINTX78757NONEPCGENERAL SUPPORT & VOLUNTEER$13,700
NORTH TEXAS FOOD BANK
3677 MAPLESHADE LANEPLANOTX75075NONEPCCOUNTS INITIATIVE$45,300
TARRANT AREA FOOD BANK
2525 CULLEN STREETFORT WORTHTX76107NONEPCCOUNTS INITIATIVE$17,900
HIGH PLAINS FOOD BANK
815 ROSS STREETAMARILLOTX79102NONEPCCOUNTS INITIATIVE$7,000
Dallas Casa
2757 SWISS AVEDallasTX75204NONEPCGENERAL SUPPORT & VOLUNTEER$5,300
SOUTH PLAINS FOOD BANK
5605 MLK BLVDLUBBOCKTX79404NONEPCCOUNTS INITIATIVE$8,500
REGIONAL EAST TEXAS FOOD BANK
3201 ROBERTSON ROADTYLERTX75701NONEPCCOUNTS INITIATIVE$1,000
CASA of Denton County
614 N BELL AVEDentonTX76209NONEPCVOLUNTEER GRANTS$5,300
HABITAT FOR HUMANITY OF COLLIN
2060 COUCH DRIVEMCKINNEYTX750697313NONEPCPROMO DONATION$5,000COUNTY
OPERATION CARE INTERNATIONAL INC
10488 BROCKWOOD RDDALLASTX75238NONEPCLOCAL COMMUNITY$1,000
HIGH ADVENTURE TREKS FOR DADS &
750 INTERNATIONAL PARKWAY 115RICHARDSONTX75081NONEPCDISADVANTAGED FAMILIES$6,500DAUGHTERS
FOOD BANK FOR MONTEREY COUNTY
353 WEST ROSSI STREETSALINASCA93907NONEPCCOUNTS INITIATIVE$1,000
SALINAS HS ATHLETIC BOOSTER CLUB
1172 S MAIN STREET 340SALINASCA93901NONEPCDISADVATAGED STUDENTS$3,800
CHILD ADVOCATES OF PLACER YUBA AND
1430 BLUE OAKS BLVD SUITE 260ROSEVILLECA95747NONEPCVOLUNTEER GRANTS$1,500SUTTER COUNTIES
FOR THE KIDS
825 N 300 W STE C-139SALT LAKE CITYUT84103NONEPCVOLUNTEER GRANTS$1,000
Camp Celiac
383 US ROUTE 1 STE 12ScarboroughME04074NONEPCVOLUNTEER GRANTS$6,500
Brian Cosgrove Memorial Fund Inc
904 HUNTSMAN RDTowsonMD21286NONEPCVOLUNTEER GRANTS$1,900
THE IDAHO FOODBANK
3630 EAST COMMERCIAL COURTMERIDIANID83642NONEPCCOUNTS INITIATIVE$6,600
CECES HOPE CENTER
233 E SOUTHERN AVE 27644TEMPEAZ85285NONEPCVOLUNTEER GRANTS$1,000
Cheer Colorado
6810 MORRISON DRDENVERCO802212511NONEPCGENERAL SUPPORT & VOLUNTEER$2,700
Iskali
9430 GOLF RDStone ParkIL60016NONEPCSCHOLARSHIPS$1,500
AMERICAN SHARK CONSERVANCY
6231 PGA BLVD SUITE 104-566PALM BEACH GARDENSFL33418NONEPCVOLUNTEER GRANTS$2,700
FEED THE HUNGRY PANTRY OF PALM COUNTY
8306 155TH PL NWEST PALM BEACHFL33418NONEPCVOLUNTEER GRANTS$2,700
Sustained Farms
2255 SHERIDAN BLVD UNIT C 285EdgewaterCO80214NONEPCGENERAL SUPPORT$15,000
ONECOMPASSION
114 WEST MAINS TREET SUITE 102CLAYTONNC27520NONEPCVOLUNTEER GRANTS$1,000
END OVERDOSE
215 W PALM AVE 104BURBANKCA91502NONEPCVOLUNTEER GRANTS$1,000
Game Changers Idaho Inc
654 N 9TH STBoiseID83702NONEPCGENERAL SUPPORT & VOLUNTEER$2,700
RV4 CAMPFIRE FAMILY
1623 STEELE STREETDENVERCO80206NONEPCVOLUNTEER GRANTS$1,500
OPEN DOORS TO FUTURE POSSIBILITIES
1550 THE ALAMEDASANJOSECA95126NONEPCVOLUNTEER GRANTS$2,700
Young Life
PO BOX 520Colorado SpringsCO80901NONEPCGENERAL SUPPORT & VOLUNTEER$13,800
CARE AND SHARE FOOD BANK
2605 PREAMBLE POINTCOLORADO SPRINGSCO80915NONEPCCOUNTS INITIATIVE$6,600
Food Bank of the Rockies
10700 E 45TH AVEDenverCO80239NONEPCCOUNTS INITIATIVE$20,000
COAL CREEK LITTLE LEAGUE BASEBALL INC
166 HIGH COUNTRY DRLAFAYETTECO80026NONEPCDISADVANTAGED CHILDREN$1,900
BROOMFIELD FISH
6 GARDEN CENTERBROOMFIELDCO80020NONEPCGENERAL SUPPORT$11,500
Thread Inc
2401 LIBERTY HEIGHTS AVENUE NO 27BALTIMOREMD212158019NONEPCGENERAL SUPPORT & VOLUNTEER$1,000
ACE MENTOR PROGRAM OF RVA
PO BOX 5211RICHMONDVA23220NONEPCDISADVANTAGED STUDENTS$1,900
HOPE BY DESIGN
250 ATLANTA ROADCUMMINGGA30040NONEPCGENERAL SUPPORT & VOLUNTEER$5,300
Atomic Hands
3916 WALLACE RDN BrentwoodMD20722NONEPCGENERAL SUPPORT$15,000
ROADRUNNER FOOD BANK INC
5840 OFFICE BLVD NEALBUQUERQUENM87109NONEPCCOUNTS INITIATIVE$15,000
MAN OF PURPOSE INC
1501 CALUSA DRIVEBELLE GLADEFL33430NONEPCGENERAL PURPOSE$10,000
Special Olympics Arizona
2455 N CITRUS ROAD BUILDING 64GoodyearAZ85395NONEPCGENERAL SUPPORT & VOLUNTEER$1,500
UNITED FOOD BANK
245 SOUTH NINA DRIVEMESAAZ85210NONEPCCOUNTS INITIATIVE$11,600
CULTURAL COALITON INC
551 N ALMA SCHOOL RDMESAAZ85201NONEPCAFTERSCHOOL PROGRAM$1,500
Las Vegas Liberation Foundation
100 CORRETTO CORNER AVEHENDERSONNV890155452NONEPCSUPPORTING UNHOUSED$8,000
GROW NETWORK NKY
7151 RICHARDSON RDINDEPENDENCEKY41051NONEPCVOLUNTEER GRANTS$1,500
UTAH FOOD BANK
3150 SOUTH 900 WESTSALT LAKE CITYUT84119NONEPCCOUNTS INITIATIVE$13,300
CHILDREN AND THE EARTH INC
252 COTTAGE AVESANDYUT84070NONEPCVOLUNTEER GRANTS$3,800
RESOTRING HOPE APOSTOLIC MINISTRIES
8525 GRAND ALBERATO ROADTAMPAFL336471903NONEPCDISADVANTAGED PEOPLE$1,000
HARVEST HOPE FOOD BANK
PO BOX 71200CHARLOTTENC28272NONEPCCOUNTS INITIATIVE$23,100
HOUSEPROUD ATLANTA INC
410 ENGLEWOOD AVE SEATLANTAGA30315NONEPCVOLUNTEER GRANTS$1,500
Chino Valley Education Foundation
650 E CENTER STCHINO VALLEYAZ863237407NONEPCGENERAL SUPPORT & VOLUNTEER$22,700
FOOD LIFELINE
815 SOUTH 96TH STREETSeattleWA98108NONEPCCOUNTS INITIATIVE$22,400
PUGET SOUNDKEEPER ALLIANCE
130 NICKERSON ST 107SEATTLEWA98109NONEPCGENERAL SUPPORT$10,000
AMERICAN SOCIETY OF CIVIL ENGINEERS
1801 ALEXANDER BELL DRIVERESTONVA20191NONEPCDISADVANTAGED STUDENTS$2,700SEATTLE SECTION
FRIENDS OF WILLIS WINTERS PARK
101 S GLASGOW DRDALLASTX75214NONEPCVOLUNTEER GRANTS$1,500
OREGON FOOD BANK
7900 NE 33RD DRIVEPORTLANDOR97211NONEPCCOUNTS INITIATIVE$6,600
Lilly and Blair Foundation
3011 WEBER PLOAKTONVA221241753NONEPCCHILDRENS SERVICES$1,000
TRENTON STEWART FOUNDATION INC
2220 COUNTY ROAD 210 WESTST JOHNSFL322594058NONEPCGENERAL SUPPORT$1,000
Catholic Charities
990 EDDY STREETSan FranciscoCA94109NONEPCMARIAN HOUSE KITCHEN AND$1,000
CONTRA COSTA & SOLANO COUNTY FOOD BANK
4010 NELSON AVENUECONCORDCA94520NONEPCCOUNTS INITIATIVE$9,100
SECOND HARVEST OF SILICON VALLEY
4001 NORTH FIRST STREETSAN JOSECA95134NONEPCCOUNTS INITIATIVE$16,900
FOOD BANK OF NORTHERN NEVADA
550 ITALY DRIVESPARKSNV89473NONEPCCOUNTS INITIATIVE$11,600
Alameda County Community Food Bank
7900 EDGEWATER DRIVEOAKLANDCA94621NONEPCCOUNTS INITIATIVE AND$14,100
WASHINGTON OUTDOOR WOMEN
19633 MARINE VIEW DR SWNORMANDY PARKWA98166NONEPCDISADVANTAGED WOMEN$1,000
YMCA OF SAN DIEGO COUNTY
3708 RUFFIN ROADSAN DIEGOCA92123NONEPCADAPTIVE SWIM PROGRAM$1,900
AMERICAN SOCIETY OF CIVIL ENGINEERS
3801 W TEMPLE AVEPOMONACA91768NONEPCDISADVANTAGED STUDENTS$10,000CAL POLY POMONA CIVIL ENGINEERING DEPT
AMERICAN SOCIETY OF CIVIL ENGINEEERS
360 E 1ST ST UNIT 992TUSTINCA92780NONEPCDISADVANTAGED STUDENTS$1,900ORANGE COUNTY
LOS ANGELES REGIONAL FOOD BANK
1734 EAST 41ST STREETLOS ANGELESCA90058NONEPCCOUNTS INITIATIVE &$24,000
CAMP RONALD MCDONALD CHARITIES OF
4560 FOUNTAIN AVENUELOS ANGELESCA90029NONEPCGENERAL SUPPORT & VOLUNTEER$36,000SOUTHERN CALIFORNIA
ESTRELLA DEL MAR DE LOS ANGELES
2212 BEVERLY BLVDLOS ANGELESCA90057NONEPCVOLUNTEER GRANTS$1,000REGIS HOUSE COMMUNITY CENTER
AMERICAN YOUTH SOCCER ORGANIZATION
19700 S VERMONT AVETORRANCECA90502NONEPCDISADVANTAGED CHILDREN$1,900
SPEAKEASY SPORTS INC
6443 MAPLE DRINDIANAPOLISIN462202168NONEPCDISADVANTSAGED CHILDREN$2,700
WOMENS ALLIANCE
1932 MILL QUARTER RDPOWHATANVA231397013NONEPCDISADVANTAGE OUTREACH$2,700
PARKS FOUNDATION OF RIVER OAKS
4900 RIVER OAKS BLVDRIVER OAKSTX76114NONEPCENVIRONMENTAL CONSERVATION$1,900
GIVING FRIENDS FOUNDATION
215 BATTEN ROADSALEMNC27576NONEPCMILITARY MISSIONS IN ACTION$6,500
GLADIATOR DASH
1213 WALTON DRCOLLEGE STATX77840NONEPCVOLUNTEER GRANTS$3,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,916,090TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescRECOVERY OF PRIORDesc
Related Or Exempt Function Incm$6,200RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$276,338ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$34,377ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$310,715ExclusionAmt
Related Or Exempt Function Incm$6,200RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$316,915TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1KIMLEY-HORN & ASSOC INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 33068AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276363068ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,600,000TotalContributionsAmt
Payroll ContributionYes (X)PayrollContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$390Amt
Disbursements Charitable Prps$390DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (26 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
315911750 FIDELITY 500 INDEX FAT COST$2,137,073$2,988,558
317609295 SEAFARER OVERSEAS GRAT COST$188,135$211,479
464287507 ISHARES CORE S&P MIDAT COST$211,785$259,776
464287804 ISHARES CORE S&P SMAAT COST$165,613$215,603
921937603 VANGUARD TOTAL BD MKAT COST$1,561$1,561
46090E103 INVESCO QQQ TRUST ET
09252M883 BLACKROCK TOTAL RETU
46432F842 ISHARES CORE MSCI EAAT COST$837,051$1,055,360
74440Y884 PGIM HIGH YIELD FUND
78463X871 SPDR S&P INTERNATION
89355J656 TRANSAMERICA SM CAP
97717X669 WISDOMTREE U.S. QUAL
316092857 FIDELITY REAL ESTATE
957663669 WESTERN ASSET CORE P
00171A852 AMG RR SM CAP VAL-I
464288877 ISHARES MSCI EAFE VA
89154M702 TOUCHSTONE SANDS EMAT COST$109,684$106,642
00770X675 PZENA EMERG MKTS VALAT COST$103,367$119,495
057071854 BAIRD AGGREGATE BOND
46434V456 ISHARES MSCI INTL QU
025072349 AVANTIS US LARGE CAPAT COST$268,529$283,456
02631W607 AMER FND MULTI-SEC IAT COST$420,289$416,809
092528603 ISHARES FLEXIBLE INCAT COST$279,928$276,831
256210105 DODGE & COX INCOME FAT COST$847,479$839,827
46429B267 ISHARES U S TREASURYAT COST$513,879$511,546
74440B884 PRUDENTIAL TOTAL RETAT COST$696,260$694,543

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
POSTED NEXT YR / EFFECTIVE CURRENT YR$8,451
ROUNDING ADJ FOR SALES AND TRANSACTIONS$26

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescACCOUNT MAINTENANCE FEESDesc
Revenue And Expenses Per Books$500RevenueAndExpensesPerBooksAmt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRECOVERY OF PRIOR YEAR GRANTSDesc
Revenue And Expenses Per Books$6,200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (6 entries)

DescDescAmtAmt
RETURN OF CAPITAL ADJUSTMENT$0
POSTED CURRENT YR / EFFECTIVE PRIOR YR$11,610
COST BASIS ADJUSTMENT/PY ROC$0
ADJUSTMENT TO INCOME$0
WASH SALES ADJUSTMENT$0
2024 TRANSACTION POSTED IN 2025$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPNC AGENT FOR TRUSTEE FEESCategoryTxt
Amt$41,922Amt
Net Investment Income$41,922NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,868$1,868$0
FEDERAL TAX PAYMENT - PRIOR YE$3,491$0$0
FEDERAL ESTIMATES - PRINCIPAL$3,272$0$0
FOREIGN TAXES ON NONQUALIFIED$1,325$1,325$0