NIELSEN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NIELSEN FOUNDATION INC (EIN 47-5513015)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349102711
- 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
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:16:36-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 475513015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE NIELSEN FOUNDATION INC | InCareOfNm |
| Business Name Control | NIEL | BusinessNameControlTxt |
| Phone | 2035633154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 BROOKER CREEK BLVD | AddressLine1Txt |
| City | OLDSMAR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34677 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY MILLER-REIMSCHUSSEL | PersonNm |
| Person Title | VP, FINANCE | PersonTitleTxt |
| Phone | 2035633154 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAPNA VASU | PreparerPersonNm |
| PTIN | P00545692 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| 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 | $43,683,020 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,603 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,603 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,277,270 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,277,270 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,108,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,366,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,131,791 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,386,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,410,664 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $6,051 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,051 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $205,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,539 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $153,375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $153,375 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $393,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $198,426 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,851,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,851,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,245,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,049,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,244,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $850,105 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,088,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,088,358 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $43,071 | AcctRcvblAmt |
| Acct Rcvbl BOY | $32,071 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $43,071 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $43,071 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,149,909 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,996,905 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,857,099 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,855,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,402,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,723,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,059,326 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,428,913 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,288,789 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,564,161 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $693,089 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $682,560 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,510,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,652,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,683,020 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $34,510,985 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,652,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,510,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,652,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,510,985 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,652,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,510,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,852 | ExcessRevenueOverExpensesAmt |
| Subtotal | $34,652,837 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,652,837 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $10,366,827 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,235,036 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,131,791 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,131,791 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,131,791 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,193 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,193 | SubtotalAmt |
| Tax Based On Investment Income | $31,193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,455 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $19,455 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,738 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIELSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2035632882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 BROOKER CREEK BLVD | AddressLine1Txt |
| City | OLDSMAR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| TRACY MILLER-REIMSCHUSSEL | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | VICE PRESIDENT-FINANCE | 2.0 | $0 | $0 | $0 |
| GEORGE CALLARD | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| ANDREA BERTELS | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | PRESIDENT,EXEC DIR-GRANTMAKING | 6.0 | $0 | $0 | $0 |
| SANDRA SIMS-WILLIAMS | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR, SECRETARY | 0.5 | $0 | $0 | $0 |
| SHANNON COYNE ROSADO | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR, GRANTMAKING | 2.0 | $0 | $0 | $0 |
| BRENDON PERKINS | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR UNTIL APRIL 4, 2025 | 0.5 | $0 | $0 | $0 |
| CAITLIN CAHALAN | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | TREASURER | 2.0 | $0 | $0 | $0 |
| AMEYON HAWKINS | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BROOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| NICOLINA MARZICOLA | |||||||||
| C/O THE NIELSEN FOUNDATION | 501 BOOKER CREEK BLVD | OLDSMAR | FL | 34677 | DIRECTOR AS OF SEPT 4, 2025 | 0.5 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST | ||||||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT MGMT FEES | $166,539 | |||||
| BENEVITY | ||||||||||
| PORTAL PROVIDER | $132,786 | 232-171 E LIBERTY STREET | TORONTO | ONTARIO | CA | M6K 3P6 | ||||
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,162,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,149 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,252,126 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,252,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $618,782 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,633,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,031,667 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,031,667 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,193 | TotalTaxAmt |
| Distributable Before Adj | $2,000,474 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,000,474 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,000,474 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,049,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,049,956 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,000,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $161,349 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,049,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $161,349 | AppliedToYear1Amt |
| Applied To Current Year | $1,888,607 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $111,867 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCELERATED COLLEGE EXPERIENCES INC | ||||||||
| 769 CENTRE STREET SUITE 205 | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ADVERTISING COUNCIL INC | ||||||||
| 815 SECOND AVE 9TH FLR | NEW YORK | NY | 100174503 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| AMERICA ON TECH INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| AMERICAN JOURNALISM PROJECT INC | ||||||||
| 6218 GEORGIA AVE NW STE 1-599 | WASHINGTON | DC | 20011 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ARF CHARITABLE FOUNDATION INC | ||||||||
| 432 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE ARF WIDE PROGRAM | $50,000 | 4TH FLOOR |
| ARF CHARITABLE FOUNDATION | ||||||||
| 432 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | PC | 2025 CAPACITY-BUILDING GRANT | $3,350 | 4TH FLOOR |
| BROADCASTERS FOUNDATION OF AMERICA | ||||||||
| 125 WEST 55TH STREET | NEW YORK | NY | 100195366 | NONE | PC | TO SUPPORT PEOPLE IN THE RADIO AND TELEVISION BROADCASTING PROFESSION IN ACUTE NEED | $25,000 | 4TH FLOOR |
| CARING ACROSS GENERATIONS | ||||||||
| 228 PARK AVE S STE 93898 | NEW YORK | NY | 100031502 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CARING ACROSS GENERATIONS | ||||||||
| 228 PARK AVE S STE 93898 | NEW YORK | NY | 100031502 | NONE | PC | 2025 CAPACITY-BUILDING GRANT | $5,000 | |
| CENTER FOR SCHOLARS & STORYTELLERS | ||||||||
| 2419 E HARBOR BLVD SUITE 124 | VENTURA | CA | 93001 | NONE | PC | 2025 CAPACITY-BUILDING GRANT | $5,000 | |
| CENTER FOR SCHOLARS & STORYTELLERS | ||||||||
| 2419 E HARBOR BLVD SUITE 124 | VENTURA | CA | 93001 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CIVIC NATION | ||||||||
| 1025 VERMONT AVE NW STE 1120 | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT WE THE ACTION, AN INITIATIVE OF CIVIC NATION | $50,000 | |
| CLIMATE CENTRAL INC | ||||||||
| 1 PALMER SQUARE SUITE 402 | PRINCETON | NJ | 08542 | NONE | PC | TO SUPPORT RESEARCH HELPING LOCAL U.S. BROADCASTERS BETTER COVER EXTREME WEATHER AND CLIMATE CHANGE | $50,000 | |
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | ||||||||
| 622 WEST 113TH STREET MC 4524 | NEW YORK | NY | 10025 | NONE | PC | COLUMBIA JOURNALISM SCHOOL ANNUAL FUND SCHOLARSHIPS | $2,000 | |
| DISABILITY BELONGS | ||||||||
| 43 TOWN AND COUNTRY DRIVE | FREDERICKSBURG | VA | 22405 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | SUITE 119-181 |
| ENTERTAINMENT INDUSTRY FOUNDATION | ||||||||
| 10880 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL OPERATING SUPPORT FOR DEFY:DISASTER | $50,000 | SUITE 1400 |
| GEENA DAVIS INSTITUTE ON GENDER IN MEDIA | ||||||||
| 578 WASHINGTON BLVD 625 | MARINA DEL RAY | CA | 90292 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| GIRL RISING | ||||||||
| 11 BROADWAY SUITE 615 | NEW YORK | NY | 10004 | NONE | PC | TO SUPPORT THE LONGITUDINAL MIXED-METHODS EVALUATION OF THE RISE PROGRAM IN RAJGARH, MADHYA PRADESH | $26,000 | |
| GLAAD INC | ||||||||
| 104 WEST 29TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE GLAAD MEDIA INSTITUTE | $50,000 | 4TH FLOOR |
| GLAAD INC | ||||||||
| 104 WEST 29TH STREET | NEW YORK | NY | 10001 | NONE | PC | 2025 CAPACITY-BUILDING GRANT | $5,000 | 4TH FLOOR |
| HARMONY LABS INC | ||||||||
| 311 W 43RD ST 12TH FL | NEW YORK | NY | 100366004 | NONE | PC | TO UPDATE MEDIA RESEARCH AND AUDIENCE SEGMENTS FOR INFLUENCER-DRIVEN CLIMATE COMMUNICATORS | $50,000 | |
| HISPANIC FEDERATION INC | ||||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 100053301 | NONE | PC | TO SUPPORT THE LATINO DIGITAL ACCELERATOR AND DIGITAL CAREER CENTERS | $50,000 | STE 501 |
| HISPANIC SCHOLARSHIP FUND | ||||||||
| 200 N PACIFIC COAST HWY | EL SEGUNDO | CA | 90245 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | SUITE 340 |
| INEVITABLE FOUNDATION | ||||||||
| 228 PARK AVE S SUITE 15849 | NEW YORK | NY | 10003 | NONE | PC | TO SUPPORT THE INEVITABLE FOUNDATION RESEARCH INSTITUTE | $25,000 | |
| INTERNATIONAL RADIO TELEVISION SOCIETY FOUNDATION | ||||||||
| 125 WEST 55TH STREET | NEW YORK | NY | 10019 | NONE | PC | TO SUPPORT 2025 IRTS ACADEMIC PROGRAMS INCLUDING THE SUMMER FELLOWSHIP PROGRAM, THE FUTURE MEDIA LEADERS CAREER WORKSHOP, AND THE FACULTY SEMINAR | $50,000 | 4TH FLOOR |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 28 LIBERTY STREET | NEW YORK | NY | 10005 | NONE | PC | TO SUPPORT LISC'S OPTIMIZING NARRATIVE CHANGE INITIATIVE TO CULTIVATE COMMUNITY NETWORKS THROUGH STORYTELLING | $150,000 | 34TH FLOOR |
| MEDIA SALES INSTITUTE | ||||||||
| 10817 WEEPING WILLOW LANE 101 | BELTSVILLE | MD | 207053824 | NONE | PC | TO SUPPORT THE CONTINUED DEVELOPMENT OF THE MEDIA SALES DEPARTMENT (MSD) CONCENTRATION | $50,000 | |
| MOVING EDUCATION INSTITUTE INC | ||||||||
| 210 17TH STREET | APALACHICOLA | FL | 32320 | NONE | PC | TO SUPPORT THE COMMUNITY MOVING EDUCATION PROGRAM | $5,000 | |
| NATIONAL AFTERSCHOOL ASSOCIATION | ||||||||
| 2961 A HUNTER MILL ROAD 626 | OAKTON | VA | 22124 | NONE | PC | SUPPORT FOR THE DISCOVER DATA PROGRAM FOR MIDDLE AND HIGH SCHOOL DATA SCIENCE ACTIVITIES | $120,000 | |
| NATIONAL ASS'N OF BROADCASTERS LEADERSHIP FDN | ||||||||
| 1 M STREET SE | WASHINGTON | DC | 20003 | NONE | PC | SUPPORT FOR THE BROADCAST LEADERSHIP TRAINING, MEDIA SALES ACADEMY, AND EMERSON COLEMAN FELLOWSHIP PROGRAMS | $50,000 | |
| PATHOS LABS | ||||||||
| 8797 PARTRIDGE ST | LITTLETON | CO | 801265261 | NONE | PC | ADDITIONAL SUPPORT FOR THE SECOND ITERATION OF THE IP LIST | $15,000 | |
| PLAYERS PHILANTHROPY FUND | ||||||||
| 1122 KENILWORTH DRIVE | TOWSON | MD | 21204 | NONE | PC | GENERAL OPERATING SUPPORT FOR LATINO EDUCATION ADVANCEMENT FUND (FISCALLY SPONSORED BY PLAYERS PHILANTHROPY FUND) | $2,000 | SUITE 201 |
| POTENTIAL ENERGY COALITION INC | ||||||||
| 477 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT STRATEGIC CLIMATE NARRATIVES AND RESEARCH TO SUPPORT PUBLIC CAMPAIGNS AND ACTION ON CLIMATE CHANGE | $50,000 | |
| POTENTIAL ENERGY COALITION INC | ||||||||
| 477 MADISON AVENUE SUITE 600 | NEW YORK | NY | 10022 | NONE | PC | 2025 CAPACITY-BUILDING GRANT | $5,000 | |
| PRO PUBLICA INC | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH FLO | NEW YORK | NY | 10013 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| PROJECT HYGIENE INC | ||||||||
| 2311 WILSON BLVD 3RD FL | ARLINGTON | VA | 22201 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| REELABILITIES INTERNATIONAL | ||||||||
| 215 W 92ND ST 5E | NEW YORK | NY | 10025 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TAMPA BAY WAVE INC | ||||||||
| 500 E KENNEDY BLVD | TAMPA | FL | 336024934 | NONE | PC | TO SUPPORT THE 2026 TECH|X PURPOSE DRIVEN INNOVATION ACCELERATOR | $222,500 | SUITE 650 |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TECHSOUP GLOBAL | ||||||||
| 435 BRANNAN ST STE 100 | SAN FRANCISCO | CA | 941071737 | NONE | PC | TO SUPPORT A PILOT DATA LITERACY TRAINING PROGRAM FOR NONPROFITS IN THE MEDIA AND/OR TECHNOLOGY SECTORS | $25,000 | |
| THE BLACKBAUD GIVING FUND | ||||||||
| 65 FAIRCHILD STREET | CHARLESTON | SC | 29492 | NONE | PC | CAUSE CARDS PROGRAM (ADMINISTERED BY YOURCAUSE AND PROCESSED THROUGH THE BLACKBAUD GIVING FUND). NIELSEN EMPLOYEES WHO LOG VOLUNTEER HOURS CAN UNLOCK "CAUSE CARDS" TO DIRECT DONATIONS FROM THE NIELSEN FOUNDATION TO ELIGIBLE NON-PROFITS, AS A WAY TO FURTHER RECOGNIZE AND INCREASE THE IMPACT OF THEIR VOLUNTEER HOURS. THE NIELSEN FOUNDATION ALSO OFFERS OTHER SPECIAL ISSUE CAUSE CARD PROGRAMS THROUGHOUT THE YEAR. | $164,680 | |
| THE EMMA BOWEN FOUNDATION | ||||||||
| 282 KATONAH AVENUE UNIT 1091 | KATONAH | NY | 10536 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE EMMA BOWEN FOUNDATION | ||||||||
| 282 KATONAH AVENUE UNIT 1091 | KATONAH | NY | 10536 | NONE | PC | 2025 CAPACITY-BUILDING GRANT | $5,000 | |
| THE JED FOUNDATION | ||||||||
| 530 SEVENTH AVENUE SUITE 801 | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT RESEARCH AND THE PRODUCTION OF A PUBLIC REPORT ON TEEN USE OF AI FOR MENTAL HEALTH HELP-SEEKING | $50,000 | |
| THE PALEY CENTER FOR MEDIA | ||||||||
| 25 WEST 52ND STREET | NEW YORK | NY | 100196104 | NONE | PC | TO SUPPORT THE PALEY EDUCATION RE-CREATING RADIO + PODCAST PRODUCTION WORKSHOPS | $50,000 | |
| THE TREVOR PROJECT INC | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| UPWARDLY GLOBAL | ||||||||
| 505 8TH AVENUE SUITE 1704 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| WECODE KC | ||||||||
| 4741 CENTRAL STREET 222 | KANSAS CITY | MO | 64112 | NONE | PC | GENERAL OPERATING SUPPORT FOR THE AI INNOVATORS: SUMMER OF CODE CAMP | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,851,530 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,603 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,277,270 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,108,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,386,947 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,386,947 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMEYON HAWKINS | PersonNm |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (118 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| $ GEN CORP NEW 4.125% | $0 | $0 |
| AMERN TOWER CORP 2.9% | $8,739 | $9,502 |
| AMERICAN EXPRESS CO 4.918% | $10,027 | $10,189 |
| AMGEN INC 5.6% | $4,946 | $5,046 |
| AMGEN INC 5.65% | $4,792 | $4,917 |
| ANHEUSER-BUSCH COS LLC CORP 4. | $0 | $0 |
| ANTHEM INC 4.65% | $10,907 | $8,983 |
| AON CORPORATION 2.8% | $0 | $0 |
| APTIV SWISS HLDGNS LTD 4.15% | $7,251 | $7,719 |
| ASCENSION HLTH 4.923% | $5,000 | $5,018 |
| AT&T INC 2.25% | $4,364 | $4,391 |
| AT&T INC 3.5% | $7,799 | $7,888 |
| ATHENE HLDG LTD 4.125% | $0 | $0 |
| BANK AMER CORP 4.083% | $3,847 | $4,027 |
| BOARDWALK PIPELINES LLC 5.625% | $15,062 | $15,700 |
| BOARDWALK 5.95% | $0 | $0 |
| BOEING CO FIXED 5.15% | $15,718 | $15,428 |
| BOEING CO 6.858% | $16,625 | $16,920 |
| BP CAP MKTS AMER INC 4.812% | $5,074 | $5,072 |
| BROADCOM INC 4.15% | $0 | $0 |
| CAP 1 FINL CORP 3.8% | $0 | $0 |
| CAPITAL ONE FINL CORP 5.268% | $9,930 | $10,271 |
| CAPITAL ONE FINL CORP 5.463% | $5,000 | $5,186 |
| CENTENE CORP DEL SR NT 4.25% | $0 | $0 |
| CHARTER COMMUNICATIONS EN 3.5% | $7,024 | $6,959 |
| CHARTER COMMUNICATIONS 5.05% | $9,791 | $10,123 |
| CHARTER COMMUNICATIONS OPER | $4,997 | $5,222 |
| CITIGROUP INC 4.3% | $0 | $0 |
| CITIGROUP INC 6.625 | $15,049 | $16,644 |
| CITIZENS FINL GROUP INC 5.967% | $5,239 | $5,250 |
| COMMONSPIRIT HEALTH 5.318% | $4,931 | $5,102 |
| COMMONSPIRIT HEALTH 5.548% | $9,485 | $9,571 |
| DELL INTL LLC EMC CORP 4.35% | $4,994 | $5,008 |
| DELTA AIR LINES INC 5.25% | $15,104 | $15,427 |
| DOWDUPONT INC 5.419% | $0 | $0 |
| DUKE ENERGY PROGRESS LLC 3.45% | $4,582 | $4,925 |
| ELEVANCE HEALTH INC 4.75% | $0 | $0 |
| ENERGY TRANSFER 5.25% | $5,111 | $5,141 |
| ENERGY TRANSFER 7.5% | $0 | $0 |
| EXELON CORP 4.05% | $9,522 | $9,916 |
| FIFTH THIRD BANCORP 5.631% | $15,611 | $15,756 |
| GA PWR CO SR NT SER 2012A 4.3 | $8,995 | $8,775 |
| GENERAL MOTORS FINANCIAL 3.1% | $8,899 | $9,127 |
| GENERAL MTRS CO FIXED 6.8% | $0 | $0 |
| GOLDMAN SACHS 2.65% | $4,258 | $4,518 |
| GOLDMAN SACHS GROUP INC 5.218% | $5,000 | $5,168 |
| GOLDMAN SACHS 6.75% | $6,605 | $5,595 |
| HALLIBURTON CO 5% | $0 | $0 |
| JABIL INC 3% | $12,707 | $13,987 |
| JPMORGAN CHASE & CO | $22,879 | $22,646 |
| JPMORGAN CHASE & CO 5.5344% | $5,010 | $5,096 |
| KINDER MORGAN 4.25% | $5,036 | $5,152 |
| KEYCORP 4.789% | $9,608 | $10,007 |
| KEYCORP 5.121% | $4,971 | $5,139 |
| KRAFT FOODS GROUP 6.875% | $0 | $0 |
| LOWES COS INC 3.65% | $0 | $0 |
| M & T BK CORP 6.082% | $10,420 | $10,640 |
| M&T BANK CORPORATION 5.053% | $9,745 | $10,080 |
| M&T BANK CORPORATION 5.179% | $5,000 | $5,136 |
| MA INST TECH 5.6% | $5,017 | $4,997 |
| MARRIOTT INTL INC NEW 4.625% | $9,726 | $10,159 |
| MCDONALDS CORP 6.3% | $0 | $0 |
| METLIFE INC 6.375% | $5,474 | $5,603 |
| MFC FLEXSHARES TR | $1,906,346 | $1,919,579 |
| MFC ISHARES TR BROAD | $2,574,274 | $2,429,142 |
| MFC ISHARES TRUST CORE US | $237,504 | $229,324 |
| MONDELEZ INTL INC 4.75% | $0 | $0 |
| MORGAN STANLEY 7.25% | $14,575 | $14,586 |
| MOSAIC CO NEW FIXED 4.05% | $5,122 | $5,145 |
| N SHORE LONG IS 6.15% | $27,100 | $20,561 |
| NORTHROP GRUMMAN CORP 4.7% | $9,967 | $10,113 |
| NORTHROP GRUMMAN CORP 4.03% | $4,038 | $4,032 |
| NVIDIA CORP FIXED 2.85% | $0 | $0 |
| PACKAGING CORP 3.4% | $0 | $0 |
| PARKER-HANNIFIN FIXED 4.25% | $0 | $0 |
| PFIZER INVESTMENT ENTER 5.3% | $4,762 | $4,750 |
| PNC FINANCIAL SERVICES 4.812% | $5,000 | $5,094 |
| PNC FINANCIAL SERVICES 5.373% | $5,000 | $5,153 |
| PROGRESS ENERGY 6.5% | $20,815 | $21,130 |
| PROGRESS ENERGY 7.75% | $5,849 | $5,729 |
| PUBLIC SERVICE ENTERPRISE 2.45 | $4,299 | $4,476 |
| PUBLIC SERVICE ELECTRIC 4.85% | $0 | $0 |
| PUBLIC SERVICE ELECTRIC 5.2% | $4,993 | $5,143 |
| PVTPL ATHENE GLOBAL 5.543% | $5,000 | $5,027 |
| PVTPL ATHENE GLOBAL 5.033% | $5,084 | $5,042 |
| PVTPL MACYS RETAIL HLDGS LLC 5 | $4,814 | $5,061 |
| REGIONS FINL CORP 5.502% | $5,166 | $5,159 |
| RTX CORPORATION 6.4% | $5,350 | $5,518 |
| ROYAL BK CDA 6% | $0 | $0 |
| SAN DIEGO GAS & ELEC CO 3.0% | $4,986 | $4,602 |
| SANTANDER HLDGS USA 5.473% | $10,015 | $10,224 |
| SHERWIN-WILLIAMS FIXED 2.2% | $0 | $0 |
| SIMON PPTY GROUP LP 6.25% | $9,956 | $10,991 |
| SYNCHRONY FINANCIAL 5.935% | $15,260 | $15,641 |
| SYSCO CORP 5.95% | $10,441 | $10,607 |
| T-MOBILE USA INC 3.875% | $15,612 | $14,766 |
| T-MOBILE USA INC 5.75% | $4,795 | $4,925 |
| TOLEDO HOSP 5.75% | $0 | $0 |
| TOLL BROS FIN CORP 4.875% | $10,239 | $10,367 |
| TORONTO DOMINION BANK 5.523% | $0 | $0 |
| TRUIST FINANCIAL CORP 5.071% | $5,000 | $5,141 |
| TRUIST FINANCIAL CORP 5.153% | $10,057 | $10,335 |
| TRUIST FINL CORP SUB 4.916% | $4,938 | $5,037 |
| TUFTS MED CTR 7% | $6,662 | $5,469 |
| U S BANCORP 4.967% | $9,942 | $10,089 |
| US BANCORP 5.678% | $5,129 | $5,290 |
| VALERO ENERGY CORP 6.625% | $25,232 | $22,066 |
| VENTAS REALTY LP 5.1% | $4,970 | $5,146 |
| VERIZON COMMUNICATIONS BNDS 5. | $15,192 | $15,133 |
| VIRGINIA ELECTRIC & POWER | $4,977 | $5,097 |
| VULCAN MATLS CO FIXED 3.5% | $0 | $0 |
| WELLS FARGO & CO FLTG 5.013% | $4,390 | $4,587 |
| WELLS FARGO & CO MEDIUM 5.15% | $5,118 | $5,166 |
| WELLS FARGO & COMPANY 5.499% | $5,073 | $5,220 |
| WELLS FARGO & CO 4.15% | $0 | $0 |
| MFC FLEXSHARES IBOXX 3 YR | $0 | $0 |
| MFC ISHARES TR BROAD USD HIGH | $0 | $0 |
| MFC ISHARES TRUST CORE US | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (122 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC COM | $251,328 | $193,194 |
| ADT INC DEL COM | $45,123 | $55,562 |
| ADTALEM GLOBAL ED INC COM | $46,585 | $69,946 |
| AEROVIRONMENT INC COM | $271,663 | $295,106 |
| AFFILIATED MANAGERS GROUP INC | $67,989 | $145,870 |
| AGILENT TECHNOLOGIES INC COM | $33,224 | $30,071 |
| AIR LEASE CORP CL A CL A | $0 | $0 |
| AKAMAI TECHNOLOGIES INC COM | $27,110 | $27,135 |
| ALBEMARLE CORP COM | $44,580 | $35,360 |
| AMERICAN EXPRESS CO | $117,643 | $210,872 |
| AMERICAN TOWER CORP | $422,709 | $372,208 |
| AMERICOLD RLTY TR INC COM | $32,124 | $14,750 |
| ANSYS INC COM | $0 | $0 |
| ANTERIX INC | $120,799 | $69,048 |
| APOLLO GLOBAL MANAGEMENT INC | $284,038 | $366,243 |
| APPLIED MATERIALS INC COM | $10,901 | $25,185 |
| ARROW ELECTR INC COM | $24,861 | $23,689 |
| AXALTA COATING SYSTEMS LTD COM | $53,774 | $58,578 |
| BIO RAD LABORATORIES INC CL A | $113,940 | $98,271 |
| BLACKSTONE INC COM | $203,442 | $317,528 |
| BOK FINL CORP COM NEW | $37,700 | $63,258 |
| BOYD GAMING CORP COM | $60,978 | $91,974 |
| BROADRIDGE FINL SOLUTIONS INC | $15,573 | $23,433 |
| BXP INC | $25,267 | $24,698 |
| CARLYLE GROUP INC COM | $61,652 | $116,210 |
| CBRE GROUP INC | $27,266 | $52,739 |
| CENCORA INC | $17,291 | $35,464 |
| CENTENE CORP DEL COM | $34,814 | $24,196 |
| CHAMPIONX CORPORATION COM | $0 | $0 |
| CHARLES RIV LABORATORIES INTL | $63,536 | $75,603 |
| CORE LABORATORIES INTL INC COM | $30,882 | $41,854 |
| COTERRA ENERGY INC COM | $24,226 | $25,688 |
| CSX CORP COM | $24,347 | $29,181 |
| C H ROBINSON WORLDWIDE INC | $29,619 | $31,348 |
| CUMMINS INC | $21,759 | $44,920 |
| D R HORTON INC COM | $19,624 | $29,526 |
| DARDEN RESTAURANTS INC COM | $25,742 | $31,835 |
| DENTSPLY SIRONA INC COM | $0 | $0 |
| DOVER CORP COM | $25,581 | $34,753 |
| EASTMAN CHEM CO COM | $21,357 | $16,213 |
| EAST WEST BANCORP INC COM | $24,622 | $30,008 |
| ELBIT SYS LTD | $73,737 | $171,002 |
| EMCOR GROUP INC COM | $26,339 | $26,307 |
| ENTEGRIS INC COM | $33,558 | $36,228 |
| ENVISTA HLDGS CORP COM | $75,254 | $78,699 |
| FAIR ISAAC CORPORATION COM | $356,512 | $419,274 |
| FIRST AMERN FINL CORP COM | $73,757 | $76,923 |
| GATX CORP COM | $19,455 | $29,341 |
| GCM GROSVENOR INC COM | $30,412 | $41,805 |
| GENERAC HLDGS INC COM | $48,961 | $60,548 |
| GENERAL DYNAMICS CORP COM | $19,004 | $27,943 |
| GENTEX CORP COM | $60,507 | $50,263 |
| GLOBAL PMTS INC COM | $26,532 | $18,886 |
| HELMERICH & PAYNE INC COM | $19,403 | $11,874 |
| HEXCEL CORP COM | $32,769 | $37,689 |
| HOULIHAN LOKEY INC CL A | $15,933 | $28,219 |
| INTERCONTINENTAL EXCHANGE INC | $20,789 | $31,582 |
| INTERPUBLIC GROUP COMPANIES | $0 | $0 |
| IQVIA HLDGS INC | $41,408 | $46,434 |
| JANUS HENDERSON GROUP PLC | $15,522 | $29,493 |
| JONES LANG LASALLE INC COM | $36,403 | $85,800 |
| KENNAMETAL INC CAP | $23,719 | $29,461 |
| KEYCORP NEW COM | $0 | $0 |
| KEYSIGHT TECHNOLOGIES INC COM | $36,860 | $42,873 |
| LAB CORP AMER HLDGS COM | $66,978 | $80,783 |
| LAM RESH CORP COM | $181,371 | $367,181 |
| LAZARD INC | $61,016 | $77,016 |
| LESLIES INC COM | $0 | $0 |
| MADISON SQUARE GARDEN ENTMT | $72,557 | $120,983 |
| MADISON SQUARE GARDEN SPORTS | $44,577 | $67,766 |
| MANCHESTER UTD PLC COM | $41,152 | $40,676 |
| MASCO CORP COM | $54,137 | $64,665 |
| MATTEL INC COM | $63,577 | $65,928 |
| MFB NORTHERN EQUITY INDEX FUND | $3,600,000 | $4,234,774 |
| MFB NORTHERN STK INDEX FUND | $6,347,342 | $11,728,376 |
| MFB NORTHERN EMERGING MKTS EQY | $2,951,459 | $3,601,284 |
| MFC FLEXSHS TR STOXX GBL BROAD | $2,323,058 | $2,492,891 |
| MFO VANGUARD DEVELOPED MARKETS | $3,910,274 | $4,785,120 |
| MIDDLEBY CORP COM | $48,056 | $55,603 |
| MOELIS & CO CL A CL A | $86,352 | $120,295 |
| MOHAWK INDS INC COM | $55,395 | $70,280 |
| MURPHY OIL CORP COM | $14,929 | $11,031 |
| NORWEGIAN CRUISE LINE HLDGS | $87,447 | $101,400 |
| OMNICOM GROUP INC COM | $39,677 | $44,736 |
| ONESPAWORLD HLDGS LTD | $85,263 | $91,111 |
| PACKAGING CORP AMER COM | $17,569 | $25,985 |
| PALANTIR TECHNOLOGIES INC CL A | $173,113 | $286,711 |
| PARAMOUNT GLOBAL | $0 | $0 |
| PARAMOUNT SKYDANCE CORP CL B | $17,929 | $21,762 |
| PRESTIGE CONSUMER HEALTHCARE I | $73,124 | $73,905 |
| PROGRESSIVE CORP | $11,525 | $19,356 |
| QIAGEN NV ORD EUR0.01 | $0 | $0 |
| RAYMOND JAMES FNCL INC COM | $24,689 | $35,812 |
| REINSURANCE GROUP AMER INC COM | $28,031 | $38,454 |
| RENAISSANCE RE HLDGS LTD COM | $24,451 | $35,426 |
| REPUBLIC SVCS INC COM | $22,888 | $38,783 |
| RESIDEO TECHNOLOGIES INC COM | $32,982 | $67,571 |
| REORG/QIAGEN EXCHANGE | $31,918 | $32,019 |
| ROSS STORES INC COM | $28,831 | $34,587 |
| ROYAL CARIBBEAN GROUP COM STK | $0 | $0 |
| SBA COMMUNICATIONS CORP | $26,849 | $19,536 |
| SCOTTS MIRACLE-GRO | $34,510 | $29,000 |
| SEALED AIR CORP COM | $0 | $0 |
| SENSATA TECHNOLOGIES | $31,222 | $22,670 |
| SKYWORKS SOLUTIONS INC COM | $38,760 | $25,554 |
| SLB LIMITED COM | $13,168 | $14,546 |
| SMUCKER J M CO COM | $78,445 | $67,782 |
| SNAP-ON INC COM | $25,374 | $35,838 |
| SPHERE ENTERTAINMENT CO COM | $44,630 | $119,516 |
| STIFEL FINL CORP COM | $20,813 | $39,069 |
| SYNOPSYS INC COM | $35,198 | $35,699 |
| SYSCO CORP COM | $22,629 | $21,665 |
| TELESAT CORP | $65,530 | $64,893 |
| TJX COS INC COM | $14,659 | $27,803 |
| TRANSDIGM GROUP INC COM | $260,658 | $377,677 |
| TWILIO INC CL A CL A | $32,055 | $37,591 |
| ULTA BEAUTY INC | $26,338 | $38,116 |
| VERTIV HOLDINGS LLC COM | $22,099 | $21,871 |
| WEC ENERGY GROUP INC COM | $26,653 | $31,322 |
| WINTRUST FINL CORP COM | $28,973 | $31,320 |
| WOODWARD INC COM | $19,818 | $55,325 |
| ZEBRA TECHNOLOGIES CORP | $61,950 | $61,919 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,996,905 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,857,099 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK5 2025-5YR15 MTG PASS | AT COST | $15,650 | $15,671 |
| BMW VEHICLE LEASE TRUST | AT COST | $9,999 | $10,112 |
| CARMAX SELECT RECEIVABLES | AT COST | $9,998 | $10,026 |
| CHASE HOME LENDING 5.5% | AT COST | $0 | $0 |
| CMO BENCHMARK MORTGAGE TRUST | AT COST | $10,300 | $10,400 |
| CMO WELLS FARGO COML 5.203% | AT COST | $15,450 | $15,444 |
| DR AUTO 4.65% | AT COST | $9,999 | $9,989 |
| FORD CR AUTO LEASE 5.05% | AT COST | $4,999 | $5,084 |
| FORD CREDIT AUTO LEASE | AT COST | $4,999 | $5,035 |
| GM FINANCIAL SECURITIZED 4.42% | AT COST | $15,000 | $15,079 |
| J P MORGAN MTG TR 2021-1 | AT COST | $13,753 | $11,087 |
| J P MORGAN MTG TR 2021-7 | AT COST | $14,003 | $13,620 |
| J P MORGAN MTG TR 3% | AT COST | $6,268 | $5,336 |
| J P MORGAN MTG TR 5% | AT COST | $0 | $0 |
| J P MORGAN MTG TR FLTG RT 3% | AT COST | $793 | $702 |
| MFB NORTHN FDS GLOBAL REAL EST | AT COST | $431,571 | $425,077 |
| PVTPL CMO JP MORGAN MTG SRS | AT COST | $10,197 | $9,447 |
| PVTPL STELLANTIS FINL | AT COST | $14,998 | $15,054 |
| PVTPL VOLVO FINL EQUIP LLC | AT COST | $0 | $0 |
| SANTANDER DR AUTO RECEIVABLES | AT COST | $10,070 | $9,998 |
| SANTANDER DRIVE AUTO 4.27% | AT COST | $14,999 | $15,029 |
| STELLANTIS FINL 4.5% | AT COST | $9,999 | $10,090 |
| VERIZON MASTER TR 4.24% | AT COST | $19,998 | $20,038 |
| VERIZON MASTER TR 4.42% | AT COST | $9,965 | $10,047 |
| VERIZON MASTER TRUST | $14,998 | $15,072 | |
| WESTLAKE AUTOMOBILE | $9,999 | $10,032 | |
| WORLD OMNI AUTO RECEIVABLES | $15,084 | $15,091 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHARITABLE GIVING PORTAL | $132,786 | $0 | $0 | $132,786 |
| BANK FEES | $2,815 | $0 | $0 | $2,815 |
| CAUSECARD PROCESSING | $17,327 | $0 | $0 | $17,327 |
| CT AND FL ANNUAL FILING FEES | $447 | $0 | $0 | $447 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $166,539 | $166,539 | $0 | $0 |
| GRANTEE REVIEW FEES | $39,000 | $0 | $0 | $39,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NET FEDERAL EXCISE TAXES PAID | CategoryTxt |
| Amt | $28,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |