WILDFLOWER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILDFLOWER FOUNDATION INC (EIN 27-0406313)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349101812
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T10:30:44-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842086728 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9350 S DIXIE HWY STE 1250 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331562951 | 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 | 270406313 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILDFLOWER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O LOU NOSTRO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILD | BusinessNameControlTxt |
| Phone | 3053766075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 BRICKELL AVE | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE E STIEFEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3053766075 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEHZAD CESAR RAVAN CPA | PreparerPersonNm |
| PTIN | P01698615 | PTIN |
| Phone | 3056152655 | PhoneNum |
| Preparation | 2026-05-13 | 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 | $64,878,279 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $914,604 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $914,604 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $522,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $522,344 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,271,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,704,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,271,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,318 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,318 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,715,823 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,715,823 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $18,972 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,743 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,229 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,110 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,330 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $32,627 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $127 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $213,599 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $213,599 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $277,638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,433,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,433,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,710,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,456,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,994,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,494,244 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $336 | CashBOYAmt |
| Cash EOY | $336 | CashEOYAmt |
| Cash EOYFMV | $336 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $189,208 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,495,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,495,304 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $61,930,581 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $63,382,639 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $63,382,639 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $62,120,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,878,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,878,279 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $62,120,125 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,878,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $62,120,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,878,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,120,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,878,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $62,120,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,994,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,791,988 | OtherIncreasesAmt |
| Subtotal | $64,917,248 | SubtotalAmt |
| Other Decreases | $38,969 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,878,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES BNY 4000 | P | $5,174,927 | $5,638,040 | -$463,113 | -$463,113 |
| PUBLICLY TRADED SECURITIES BNY 4000 | P | $11,517,910 | $9,795,071 | $1,722,839 | $1,722,839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,271,557 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,670 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34,670 | SubtotalAmt |
| Tax Based On Investment Income | $34,670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,283 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $33,283 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,387 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | false | 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 | RC CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3056152655 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9350 S DIXIE HWY SUITE 1250 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33156 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTINE E STIEFEL | |||||||||
| C/O LOUIS NOSTRO ESQ | 600 BRICKELL AVE STE 3500 | MIAMI | FL | 33131 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BARBARA A STIEFEL | |||||||||
| C/O LOUIS NOSTRO ESQ | 600 BRICKELL AVE STE 3500 | MIAMI | FL | 33131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LOUIS NOSTRO | |||||||||
| 600 BRICKELL AVE STE 3500 | MIAMI | FL | 33131 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $61,180,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,353,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,533,629 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $62,533,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $938,004 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,595,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,079,781 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,079,781 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,670 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34,670 | TotalTaxAmt |
| Distributable Before Adj | $3,045,111 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,045,111 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,045,111 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,456,609 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,456,609 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,045,111 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $437,692 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,622,146 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $859,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,680,341 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,600,149 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,456,609 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,045,111 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,411,498 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,011,647 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $437,692 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,573,955 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,622,146 | ExcessFromYear3Amt |
| Excess From Year2 | $859,970 | ExcessFromYear2Amt |
| Excess From Year1 | $2,680,341 | ExcessFromYear1Amt |
| Excess From Current Year | $1,411,498 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTINE E STIEFEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 02284 | PC | CHARITABLE PURPOSE | $31,000 | ||
| ABODE SERVICES | ||||||||
| 40849 FREMONT BOULEVARDS | FREMONT | CA | 94538 | PC | CHARITABLE PURPOSE | $22,000 | ||
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1100 NEW JERSEY AVE SE | WASHINGTON | DC | 20003 | PC | CHARITABLE PURPOSE | $50,000 | ||
| ALVIN AILEY DANCE FOUNDATION | ||||||||
| 405 WEST 55TH STREET | NEW YORK | NY | 10001 | PC | CHARITABLE PURPOSE | $38,000 | ||
| AMERICAN RIVERS | ||||||||
| 11011 14TH ST NW STE 1400 | WASHINGTON | DC | 20005 | PC | CHARITABLE PURPOSE | $25,000 | ||
| BOSTON UNIVERSITY | ||||||||
| 72 EAST CONCORD STREET | BOSTON | MA | 02118 | PC | CHARITABLE PURPOSE | $100,000 | ||
| BROOKLYN MUSEUM | ||||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | PC | CHARITABLE PURPOSE | $20,000 | ||
| CANCER RESEARCH INSTITUTE | ||||||||
| 29 BROADWAY FLOOR 4 | NEW YORK | NY | 100063111 | PC | CHARITABLE PURPOSE | $120,000 | ||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| PO BOX 2155 | ST PETERSBURG | FL | 33731 | PC | CHARITABLE PURPOSE | $32,000 | ||
| CERES | ||||||||
| PO BOX 578 | GROTON | MA | 01450 | PC | CHARITABLE PURPOSE | $30,000 | ||
| CHALLENGE ASPEN | ||||||||
| PO BOX 6639 | SNOWMASS VILLAGE | CO | 81615 | PC | CHARITABLE PURPOSE | $9,000 | ||
| CHAPMAN PARTNERSHIP | ||||||||
| 1550 N MIAMI AVE | MIAMI | FL | 33136 | PC | CHARITABLE PURPOSE | $27,000 | ||
| CHARITY NAVIGATOR | ||||||||
| PO BOX 6002 | BELLMAWR | NJ | 080996002 | PC | CHARITABLE PURPOSE | $2,000 | ||
| CHICAGO ART PARTNERSHIPS IN | ||||||||
| 228 S WABASH AVE STE 500 | CHICAGO | IL | 60604 | PC | CHARITABLE PURPOSE | $12,000 | EDUCATION | |
| CHRYSALIS SHELTER FOR VCTIMS OF | ||||||||
| 2055 W NORTHERN AVE | PHOENIX | AZ | 85021 | PC | CHARITABLE PURPOSE | $8,000 | DOMESTIC VIOLENCE | |
| CHRYSALIS FOUNDATION | ||||||||
| 1248 8TH ST SUITE 101 | WEST DES MOINES | IA | 50265 | PC | CHARITABLE PURPOSE | $28,000 | ||
| COMMUNITIES IN SCHOOLS | ||||||||
| 2345 CRYSTAL DR STE 700 | ARLINGTON | VA | 22202 | PC | CHARITABLE PURPOSE | $15,000 | ||
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | PC | CHARITABLE PURPOSE | $80,000 | STE 600 | |
| DANNY & RON'S RESCUE | ||||||||
| PO BOX 604 | CAMDEN | SC | 29021 | PC | CHARITABLE PURPOSE | $17,000 | ||
| DAV CHARITABLE SERVICE | ||||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | PC | CHARITABLE PURPOSE | $28,000 | ||
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 100063111 | PC | CHARITABLE PURPOSE | $280,000 | ||
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | PC | CHARITABLE PURPOSE | $120,000 | ||
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVE | WASHINGTON | DC | 20009 | PC | CHARITABLE PURPOSE | $92,000 | ||
| FEEDING AMERICA | ||||||||
| 35 E WACKER DR STE 200 | CHICAGO | IL | 60601 | PC | CHARITABLE PURPOSE | $41,000 | ||
| FEEDING AMERICA WEST MICHIGAN | ||||||||
| 3070 SHAFFER AVE SE | KENTWOOD | MI | 49512 | PC | CHARITABLE PURPOSE | $75,000 | ||
| FEEDING SOUTH FLORIDA | ||||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | PC | CHARITABLE PURPOSE | $110,000 | ||
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||
| 2432 MAIN ST 2ND FLOOR | LONGMONT | CO | 80501 | PC | CHARITABLE PURPOSE | $16,000 | ||
| FISHER HOUSE FOUNDATION | ||||||||
| 111 ROCKVILLE PIKE 420 | ROCKVILLE | MD | 20850 | PC | CHARITABLE PURPOSE | $38,000 | ||
| FLORIDA WILDFLOWER FOUNDATION INC | ||||||||
| 225 S SWOOPE AVE | MAITLAND | FL | 32751 | PC | CHARITABLE PURPOSE | $14,000 | SUITE 110 | |
| FOS FEMINISTA | ||||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | PC | CHARITABLE PURPOSE | $64,000 | ||
| FREEDOM FROM RELIGION FOUNDATION | ||||||||
| PO BOX 750 | MADISON | WI | 53701 | PC | CHARITABLE PURPOSE | $18,000 | ||
| FRIENDS OF WLM | ||||||||
| PO BOX 750 | MADISON | WI | 53701 | PC | CHARITABLE PURPOSE | $14,000 | ||
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | PC | CHARITABLE PURPOSE | $300,000 | SUITE 300-A | |
| HOSPEACE HOUSE INC | ||||||||
| 7824 W HOLLOW RD | NAPLES | NY | 14512 | PC | CHARITABLE PURPOSE | $221,000 | ||
| HUMANE SOCIETY OF BROWARD COUNTY | ||||||||
| 2070 GRIFFIN RD | FORT LAUDERDALE | FL | 33312 | PC | CHARITABLE PURPOSE | $19,000 | ||
| HUMANE SOCIETY OF GREATER MIAMI | ||||||||
| 16101 WEST DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 33160 | PC | CHARITABLE PURPOSE | $23,000 | ||
| HUMANE SOCIETY OF NAPLES | ||||||||
| 370 AIRPORT PULLING RD N | NAPLES | FL | 34104 | PC | CHARITABLE PURPOSE | $40,000 | ||
| LARKIN STREET YOUTH SERVICES | ||||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | PC | CHARITABLE PURPOSE | $10,000 | ||
| LEARNING ALLY | ||||||||
| 20 ROSZEL ROAD | PRINCETON | NJ | 08540 | PC | CHARITABLE PURPOSE | $20,000 | ||
| MASSACHUSETTS AUDOBON SOCIETY | ||||||||
| 208 AOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | CHARITABLE PURPOSE | $30,000 | ||
| MIAMI CANCER INSTITUTE | ||||||||
| 8900 N KENDALL DRIVE | MIAMI | FL | 33176 | PC | CHARITABLE PURPOSE | $80,000 | ||
| MIAMI LIGHTHOUSE FOR THE BLIND | ||||||||
| 601 SW 8TH AVE | MIAMI | FL | 33130 | PC | CHARITABLE PURPOSE | $389,856 | ||
| MUSIC WILL | ||||||||
| PO BOX 43369 | MONTCLAIR | NJ | 070430369 | PC | CHARITABLE PURPOSE | $680,194 | ||
| NATIONAL AUDOBON SOCIETY | ||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | PC | CHARITABLE PURPOSE | $41,000 | 7TH FLOOR | |
| NATIONAL PARKS CONSERVATION | ||||||||
| 777 6TH STREET NW | WASHINGTON | DC | 200013723 | PC | CHARITABLE PURPOSE | $51,000 | SUITE 700 | |
| NATIONAL PUBLIC RADIO | ||||||||
| 1111 NORTH CAPITOL ST NE | WASHINGTON | DC | 20002 | PC | CHARITABLE PURRPOSE | $19,000 | ||
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | PC | CHARITABLE PURPOSE | $80,000 | ||
| OCEAN CONSERVANCY FOUNDATION | ||||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | PC | CHARITABLE PURPOSE | $32,000 | ||
| OUTRIGHT ACTION INTERNATIONAL | ||||||||
| 80 MAIDEN LANE | NEW YORK | NY | 10038 | PC | CHARITABLE PURPOSE | $52,000 | SUITE 1505 | |
| PATIENT ADVOCATE FOUNDATION | ||||||||
| 421 BUTLER FARM ROAD | HAMPTON | VA | 23666 | PC | CHARITABLE PURPOSE | $45,000 | ||
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 114 UNIVERSITY AVE | ROCHESTER | NY | 14605 | PC | CHARITABLE PURPOSE | $55,000 | ||
| PLANNED PARENTHOOD OF SOUTH FLORIDA | ||||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | PC | CHARITABLE PURPOSE | $85,000 | ||
| RARE | ||||||||
| 1310 N COURTHOUSE RD | ARLINGTON | VA | 22201 | PC | CHARITABLE PURPOSE | $40,000 | SUITE 110 | |
| SEMPER FI AND AMERICAS FUND | ||||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | PC | CHARITABLE PURPOSE | $15,000 | ||
| SOUTH FLORIDA PBS | ||||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | PC | CHARITABLE PURPOSE | $14,000 | ||
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | CHARITABLE PURPOSE | $35,000 | ||
| THE CLIMATE REALITY PROJECT | ||||||||
| 555 12TH STREET NW | WASHINGTON | DC | 20004 | PC | CHARITABLE PURPOSE | $40,000 | SUITE 350 | |
| THE NATURE CONSERVANCY | ||||||||
| 800 DOUGLAS RD | MIAMI | FL | 33134 | PC | CHARITABLE PURPOSE | $180,000 | SUITE 220 | |
| UNION OF CONCERNED SCIENTIST | ||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | PC | CHARITABLE PURPOSE | $110,000 | ||
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | PC | CHARITABLE PURPOSE | $40,000 | ||
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 200371193 | PC | CHARITABLE PURPOSE | $50,000 | ||
| ZOO MIAMI FOUNDATION | ||||||||
| 12400 SW 152 STREET | MIAMI | FL | 33177 | PC | CHARITABLE PURPOSE | $60,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,433,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $914,604 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $522,344 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,318 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,271,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,715,823 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,715,823 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,440 | Amt |
| Net Investment Income | $3,110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,330 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BNY MELLON | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $63,382,639 | BookValueAmt |
| EOYFMV | $63,382,639 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,972 | LegalFeesAmt |
| Net Investment Income | $4,743 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,229 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES - CAPITAL GAINS | Desc |
| Amt | $38,969 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $213,597 | $213,597 |
| ADR FEE | $2 | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | $3,534 | $3,534 |
| UNACCEPTED SHARES - DISCOVERY | $3,784 | $3,784 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $4,775,168 |
| MISCELLANEOUS BOOK/TAX DIFFERENCES | $16,820 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME TAX | $32,500 | |
| FOREIGN TAX PAID | $127 | $127 |