GLOBAL ACTION TO END SMOKING INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GLOBAL ACTION TO END SMOKING INC (EIN 82-2800838)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349102538
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T14:21:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | 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 | 822800838 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Global Action to End Smoking Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LINDA RUFF TORRES | InCareOfNm |
| Business Name Control | GLOB | BusinessNameControlTxt |
| Phone | 9294460688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Lexington Ave Suite 300 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA RUFF Torres | PersonNm |
| Person Title | VP OPS&fin/TREASURER | PersonTitleTxt |
| Phone | 2168617350 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R SALES | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
| Preparation | 2026-05-07 | 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 | $115,444,237 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,821 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $88,023 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88,023 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,673,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,673,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,191,205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,306,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,195,376 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,982 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,966,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,956,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,590,575 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,548,351 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,533,011 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,445,814 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $726,276 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,228,802 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $265,735 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $236,538 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $301,664 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $332,263 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,158,685 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $256,280 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $945,495 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,861 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,568 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $118,243 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $118,798 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $298,828 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $282,204 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $564,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $617,399 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,660,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $256,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,760,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,077,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,151,651 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,738,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $256,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,912,176 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,772,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,700,477 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,061 | CashBOYAmt |
| Cash EOY | $58,520 | CashEOYAmt |
| Cash EOYFMV | $58,520 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,288,496 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,785,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,785,846 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $58,316 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $27,147 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $27,147 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $5,186,282 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,918,608 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,918,608 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $121,541,984 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $109,503,862 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $109,503,862 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $39,649 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,446 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $14,761 | LandBOYAmt |
| Land EOY | $1,203 | LandEOYAmt |
| Land EOYFMV | $1,203 | LandEOYFMVAmt |
| Other Assets BOY | $146,130 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,149,051 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,149,051 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $129,271,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,444,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $115,444,237 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,119,727 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $587,682 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $16,928 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,324 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,136,655 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $613,006 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $128,134,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $114,831,231 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $128,134,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,831,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $129,271,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,444,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $128,134,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,772,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $475,671 | OtherIncreasesAmt |
| Subtotal | $114,837,805 | SubtotalAmt |
| Other Decreases | $6,574 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,831,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $88,277,623 | $87,110,778 | $1,166,845 | $1,166,845 | |
| SALE OF FIXED ASSETS | $28,531 | $28,531 | $28,531 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,195,376 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $93,137 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $93,137 | SubtotalAmt |
| Tax Based On Investment Income | $93,137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,851 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $90,851 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,286 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.globalactiontoendsmoking.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA RUFF TORRES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9294460688 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVE SUITE 300 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | MI | ForeignCountryCd |
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 | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Pamela Parizek | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Executive Board Chair | 20.0 | $133,626 | $0 | $0 |
| Vandana Abramson | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Director (until 2/25) | 5.0 | $26,250 | $0 | $0 |
| Dyborn Chibonga | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Director | 7.0 | $50,000 | $0 | $0 |
| Paul Gardner | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Director | 8.0 | $75,000 | $0 | $0 |
| Heidi Goldstein | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | President/CLO/corp Secretary | 40.0 | $448,604 | $39,895 | $0 |
| Corinna Lathan | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Director | 9.0 | $75,000 | $0 | $0 |
| Clifford E Douglas | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | President/CEO (until 6/25) | 40.0 | $449,061 | $6,424 | $0 |
| Linda RUFF Torres | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | VP OPS AND FINANCE/Treasurer | 40.0 | $236,182 | $44,272 | $0 |
| ANGELA MARSHALL HOFMANN | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | DIRECTOR (until 11/25) | 8.0 | $54,144 | $0 | $0 |
| Doris Taylor | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | Director (start 3/25) | 11.0 | $42,708 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EHSAN LATIF | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | SVP GRANTS MGMT | 40.0 | $326,872 | $32,683 | $0 |
| ERIK AUGUSTSON UNTIL 1225 | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | VP, PROGRAMS | 40.0 | $303,746 | $21,165 | $0 |
| KATHERINE FOLEY | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | DIRECTOR, MEDIA | 40.0 | $195,277 | $33,057 | $0 |
| HEIDI ELSA LARSON UNTIL 925 | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | DIRECTOR,PROGRAMS | 40.0 | $146,254 | $16,761 | $0 |
| JEFFREY WILLETT UNTIL 625 | ||||||||
| 420 LEXINGTON AVE SUITE 300 | NEW YORK | NY | 10170 | VP, STRATEGIC ENG | 40.0 | $126,286 | $9,741 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TEMIN & COMPANY INC | |||||
| 45 East End Ave PHA | NEW YORK | NY | 10028 | CONSULTING SERVICES | $375,675 |
| APERIO PHILANTHROPY LLC | |||||
| 300 CADMAN PLAZA WEST 12TH FLOOR | BROOKLYN | NY | 11201 | fundraising cons svc | $216,000 |
| ERNST & YOUNG US LLP | |||||
| 200 Plaza Drive 1st Floor | SECAUCUS | NH | 07094 | ACCOUNTING SERVICES | $155,941 |
| PKF O'Connor Davies LLP | |||||
| 500 Mamaroneck Avenue Suite 301 | HARRISON | NY | 10527 | ACCOUNTING SERVICES | $103,293 |
| MORGAN LEWIS & BOCKIUS LLP | |||||
| 2222 Market Street | PHILADELPHIA | PA | 19103 | LEGAL SERVICES | $88,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 40 | Description1Txt |
| Expenses1 | $62,718 | Expenses1Amt |
| Description2 | SEE STATEMENT 40 | Description2Txt |
| Expenses2 | $32,168 | Expenses2Amt |
| 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 | $118,930,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,278,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,208,214 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,208,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,818,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,390,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,969,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,969,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93,137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93,137 | TotalTaxAmt |
| Distributable Before Adj | $5,876,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $7,936 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,884,304 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,884,304 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,912,176 | 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 | $20,912,176 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,884,304 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,373,042 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,201,964 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,115,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,449,349 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,746,273 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $163,886,128 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,912,176 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,884,304 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,027,872 | RemainingDistriFromCorpusAmt |
| Total Corpus | $178,914,000 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $44,373,042 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $134,540,958 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,201,964 | ExcessFromYear4Amt |
| Excess From Year3 | $35,115,500 | ExcessFromYear3Amt |
| Excess From Year2 | $27,449,349 | ExcessFromYear2Amt |
| Excess From Year1 | $21,746,273 | ExcessFromYear1Amt |
| Excess From Current Year | $15,027,872 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Application should be addressed to | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | urlglobalactiontoendsmokingorg | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | SUPPORT@ACTIONTOENDSMOKING.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE SPECIFIC GRANTS APPLICATION INFORMATION POSTED ON THE FOUNDATION'S WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE SPECIFIC GRANTS APPLICATION INFORMATION POSTED ON THE FOUNDATION'S WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE SPECIFIC INFORMATION ABOUT WAYS TO SUBMIT AN APPLICATION AND HOW THE FOUNDATION FUNDS GRANTS ON THE FOUNDATION'S WEBSITE:HTTPS://WWW.GLOBALACTIONTOENDSMOKING.ORG/GRANTS/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 36 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT 36 | AddressLine1Txt |
| City | SEE STATEMENT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SEE STATEMENT 36 | GrantOrContributionPurposeTxt |
| Amt | $13,151,651 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,151,651 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT 37 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STATEMENT 37 | AddressLine1Txt |
| City | SEE STATEMENT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SEE STATEMENT 37 | GrantOrContributionPurposeTxt |
| Amt | $1,445,080 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,445,080 | TotalGrantOrContriApprvFutAmt |
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 | $88,023 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,673,358 | 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 | $1,191,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| RETURN OF PRIOR YEAR DISTRIBUTIONS | 01 | $7,936 |
| MISCELLANEOUS INCOME | 01 | $46 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,960,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,960,568 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Jonathan Crane | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 N Nash St 518 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 222093645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,585 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Shares of Publicly Traded Security | NoncashPropertyDesc |
| Fair Market Value | $5,585 | FairMarketValueAmt |
| Received | 2025-05-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUDIT FEES | $140,918 | $185,919 |
| BOOKKEEPING FEES | $111,140 | $96,738 |
| TAX PREPARATION FEES | $49,606 | $49,606 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Heidi Goldstein |
| THE INDIVIDUAL IDENTIFIED ABOVE WAS NOT COMPENSATED FOR HER ROLE AS CORPORATE SECRETARY. THE INDIVIDUAL INCURRED AN AVERAGE OF 40 HOURS PER WEEK IN HER ROLE AS President/CLO/Corporate Secretary; ALL ROLES IN SUPPORT OF THE FOUNDATION'S EXEMPT PURPOSES AND COMPENSATION REPORTED RELATES SOLELY TO HER POSITIONS AS president/CLO. |
| Clifford E Douglas |
| THE INDIVIDUAL IDENTIFIED ABOVE WAS NOT COMPENSATED FOR HIS ROLE AS PRESIDENT. THE INDIVIDUAL INCURRED AN AVERAGE OF 40 HOURS A WEEK IN HIS ROLE AS CEO IN SUPPORT OF THE FOUNDATION'S EXEMPT PURPOSES, AND COMPENSATION REPORTED RELATES SOLELY TO HIS POSITION AS CEO. the compensation amount reported on part vii, column c includes a lump sum payment in connection with the conclusion of the individual's employment at the foundation. |
| Linda RUFF Torres |
| THE INDIVIDUAL IDENTIFIED ABOVE WAS NOT COMPENSATED FOR HER ROLE AS TREASURER. THE INDIVIDUAL INCURRED AN AVERAGE OF 40 HOURS A WEEK IN HER ROLE AS VICE PRESIDENT, OPERATIONS AND FINANCE IN SUPPORT OF THE FOUNDATION'S EXEMPT PURPOSES, AND COMPENSATION REPORTED RELATES SOLELY TO HER POSITION AS VICE PRESIDENT, Operations and Finance |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee | JEFFREY WILLETT UNTIL 625 | EmployeeNm |
| Explanation | the compensation amount reported on part vii, column c includes a lump sum payment in connection with the conclusion of the individual's employment at the foundation. | ExplanationTxt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE statement 19 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (129 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC SR NTS | $193,481 | $193,481 |
| ADVANCED MICRO DEVICES SR NTS | $53,181 | $53,181 |
| AMEREN CORP SR NTS | $132,789 | $132,789 |
| AMERN EXPRESS CO SR NTS VAR RT | $1,895,457 | $1,895,457 |
| AMERN TOWER CORP SR NTS | $1,919,319 | $1,919,319 |
| AMGEN INC SR NTS | $90,295 | $90,295 |
| AT&T INC SR NTS | $89,826 | $89,826 |
| AUTOZONE INC SR NTS | $1,022,137 | $1,022,137 |
| BARCLAYS PLC SR NTS | $221,015 | $221,015 |
| BECTON DICKINSON AND CO | $1,737,707 | $1,737,707 |
| BHP BILLITON FIN USA LTD | $171,539 | $171,539 |
| BK OF AMER CORP SR NTS 3/11/27 | $214,988 | $214,988 |
| BK OF AMER CORP SR NTS 1/20/27 | $2,921,410 | $2,921,410 |
| BMW VEH LEASE TR 2025-1 CL A3 | $138,184 | $138,184 |
| BOEING CO SR NTS | $1,777,906 | $1,777,906 |
| BP CAP MARKETS PLC | $1,744,743 | $1,744,743 |
| BROADCOM INC | $116,669 | $116,669 |
| BROADCOM INC SR NTS | $1,699,784 | $1,699,784 |
| BROWN & BROWN INC SR NTS | $1,781,099 | $1,781,099 |
| CANADIAN PAC RY | $1,508,221 | $1,508,221 |
| CAP ONE NA SR NTS | $254,225 | $254,225 |
| CAP ONE PRIME AUTO RECEIVABLES | $187,864 | $187,864 |
| CATERPILLAR FINL SVC SR NTS | $960,435 | $960,435 |
| CENCORA INC SR NTS | $1,762,063 | $1,762,063 |
| CHARLES SCHWAB CORP SR NTS | $446,447 | $446,447 |
| CHARTER COMM OPT LLC/CAP | $1,766,166 | $1,766,166 |
| CITIGROUP INC SR NTS | $130,753 | $130,753 |
| CITIGROUP INC SR NTS VAR RT | $1,774,287 | $1,774,287 |
| CMS ENERGY CORP SR NTS | $148,472 | $148,472 |
| CVS HEALTH CORP SR NTS | $1,745,663 | $1,745,663 |
| DOMINION ENERGY INC SR NTS | $129,032 | $129,032 |
| DTE ENERGY CO | $44,610 | $44,610 |
| DUKE ENERGY CAROLINAS | $1,355,050 | $1,355,050 |
| ECOLAB INC SR NTS | $1,729,173 | $1,729,173 |
| ELEVANCE HEALTH INC SR NTS | $2,117,933 | $2,117,933 |
| ENERGY TRANSFER LP SR NTS | $1,325,232 | $1,325,232 |
| EQUINIX INC SR NTS | $151,601 | $151,601 |
| EVERSOURCE ENERGY SR NTS | $139,734 | $139,734 |
| EXELON CORP SR NTS | $1,826,448 | $1,826,448 |
| FDLTY NATL INFO SERV SR NTS | $178,132 | $178,132 |
| FEDEX CORP | $932,996 | $932,996 |
| GEN MOTORS FINL CO | $169,131 | $169,131 |
| GILEAD SCIENCES INC SR NTS | $939,585 | $939,585 |
| GLOBAL PAYMENTS INC SR NTS | $1,450,291 | $1,450,291 |
| GM FINL CONSUMER AUTOMOBILE | $55,813 | $55,813 |
| GOLDMAN SACHS GROUP INC SR | $2,101,700 | $2,101,700 |
| HCA INC | $1,767,339 | $1,767,339 |
| HEALTHPEAK OP LLC | $190,071 | $190,071 |
| HONDA AUTO RECEIVABLES 2023-1 | $11,216 | $11,216 |
| HONDA AUTO RECEIVABLES 2024-3 | $12,544 | $12,544 |
| HONDA AUTO RECEIVABLES 2024-1 | $165,373 | $165,373 |
| HONDA MTR CO LTD SR NTS | $56,051 | $56,051 |
| HP ENTERPRISE CO SR NTS | $81,232 | $81,232 |
| HSBC HOLDINGS PLC SR NTS | $369,962 | $369,962 |
| HYUNDAI AUTO 2022-A | $91,215 | $91,215 |
| HYUNDAI AUTO 2022-C | $36,633 | $36,633 |
| HYUNDAI AUTO 2023-A | $29,284 | $29,284 |
| INTUIT INC SR NTS | $1,801,288 | $1,801,288 |
| JB HUNT TRANSPRT SVCS | $256,935 | $256,935 |
| JOHN DEERE CAP CORP SR NTS MTN | $1,802,791 | $1,802,791 |
| JOHN DEERE OWNER TR 2022-C | $46,786 | $46,786 |
| L3HARRIS TECH INC SR NTS | $1,837,741 | $1,837,741 |
| LAB CORP OF AMER | $1,514,208 | $1,514,208 |
| LLOYDS BNKG GROUP PLC SR | $212,315 | $212,315 |
| LOWE'S COS INC SR NTS 4/1/27 | $1,027,538 | $1,027,538 |
| LOWE'S COS INC SR NTS 5/3/27 | $870,248 | $870,248 |
| MARRIOTT INTL SR NTS | $1,512,144 | $1,512,144 |
| MCDONALD'S CORP SR NTS MTN | $2,035,593 | $2,035,593 |
| MIDAMERICAN ENERGY CO | $1,435,964 | $1,435,964 |
| MITSUBISHI UFJ TR&BK NY CD | $333,139 | $333,139 |
| MOODY'S CORP SR NTS | $981,536 | $981,536 |
| MORGAN STANLEY SR NTS MTN | $248,296 | $248,296 |
| MORGAN STANLEY SR NTS MTN VAR | $2,850,033 | $2,850,033 |
| NATL BK OF CANADA VAR RT | $338,307 | $338,307 |
| NATWEST GROUP PLC SR NTS | $290,720 | $290,720 |
| NETFLIX INC SR NTS | $1,911,759 | $1,911,759 |
| NEXTERA ENERGY CAP | $221,136 | $221,136 |
| NISOURCE INC SR NTS | $1,669,108 | $1,669,108 |
| NISSAN AUTO RECEIVABLES 2023-A | $156,983 | $156,983 |
| NORFOLK SOUTHN CORP SR NTS | $1,292,473 | $1,292,473 |
| NUTRIEN LTD SR NTS | $1,844,295 | $1,844,295 |
| OCCIDENTAL PETRLM COR SR NTS | $1,766,650 | $1,766,650 |
| OMNICOM GP/OMNICOM CAP SR NTS | $44,934 | $44,934 |
| ORACLE CORP SR NTS 7/15/26 | $126,947 | $126,947 |
| ORACLE CORP SR NTS 4/1/27 | $1,685,877 | $1,685,877 |
| OTIS WORLDWIDE CORP SR NTS | $1,777,945 | $1,777,945 |
| PFIZER INC SR NTS | $27,088 | $27,088 |
| PNC BK NA SR NTS VAR RT | $250,364 | $250,364 |
| PPG INDUSTRIES INC SR NTS | $213,756 | $213,756 |
| PPL CAP FDG INC | $146,515 | $146,515 |
| PUB SVC ELEC MTN | $1,874,018 | $1,874,018 |
| RIO TINTO FIN USA PLC | $18,119 | $18,119 |
| ROYAL BK OF CANADA SR NTS MTN | $566,180 | $566,180 |
| SABINE PASS LIQUEFACTION SR | $127,854 | $127,854 |
| SHERWIN-WILLIAMS CO SR NTS | $1,766,413 | $1,766,413 |
| SOUTHN CO GAS CAP | $193,310 | $193,310 |
| ST STR CORP SR NTS VAR RT | $1,769,425 | $1,769,425 |
| STARBUCKS CORP SR NTS 2/15/26 | $221,124 | $221,124 |
| STARBUCKS CORP SR NTS 2/8/27 | $1,417,427 | $1,417,427 |
| STRYKER CORP SR NTS 3/15/26 | $131,874 | $131,874 |
| STRYKER CORP SR NTS 2/10/27 | $27,174 | $27,174 |
| STRYKER CORP SR NTS 2/10/28 | $1,166,412 | $1,166,412 |
| SUMITOMO CERT OF DEPOSIT | $300,052 | $300,052 |
| SVENSKA HANDELSBANKEN NY CD | $369,518 | $369,518 |
| TAKE-TWO INTERACTIVE SOF SR | $1,768,859 | $1,768,859 |
| T-MOBILE USA INC | $2,036,329 | $2,036,329 |
| TORONTO-DOMINION BK SR NTS MTN | $1,789,418 | $1,789,418 |
| TOYOTA AUTO 2022-C | $27,812 | $27,812 |
| TOYOTA AUTO 2023-B | $268,442 | $268,442 |
| TOYOTA MTR CR CORP SR 8/7/26 | $66,267 | $66,267 |
| TOYOTA MTR CR CORP SR 10/8/27 | $1,171,226 | $1,171,226 |
| TOYOTA MTR CR CORP SR 8/25/27 | $152,198 | $152,198 |
| TRUIST FINL CORP SR NTS 3/2/27 | $172,129 | $172,129 |
| TRUIST FINL CORP SR NTS 6/8/27 | $1,123,971 | $1,123,971 |
| TWDC ENTERPRISES 18 CORP MTN | $1,741,869 | $1,741,869 |
| UBS AG STAMFORD CT SR NTS | $259,016 | $259,016 |
| UDR INC MTN | $1,764,801 | $1,764,801 |
| UNITEDHEALTH GROUP INC SR NTS | $144,608 | $144,608 |
| US BANCORP SR NTS VAR RT | $1,144,481 | $1,144,481 |
| US BK NA CINCINNATI SR NTS | $258,040 | $258,040 |
| VOLKSWAGEN AUTO LEASE | $74,400 | $74,400 |
| VOLKSWAGEN AUTO LN ENHANCED | $272,461 | $272,461 |
| WASTE MGMT INC | $2,064,242 | $2,064,242 |
| WEC ENERGY GROUP INC SR NTS | $71,008 | $71,008 |
| WELLS FARGO & CO SR NTS | $352,027 | $352,027 |
| WELLS FARGO & CO SR NTS MTN | $2,137,847 | $2,137,847 |
| WELLTOWER OP LLC | $1,807,171 | $1,807,171 |
| WORLD OMNI 2022-C | $36,393 | $36,393 |
| WORLD OMNI 2024-A | $255,029 | $255,029 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,918,608 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,918,608 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $265,735 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $236,538 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS & INT. RECEIVABLE | $83,323 | $1,106,930 | $1,106,930 |
| SECURITY DEPOSITS | $55,668 | $42,121 | $42,121 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| Amt | $6,574 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $245,241 | $0 | $0 | $244,470 |
| COMPUTER & EQUIPMENT | $126,930 | $0 | $0 | $180,791 |
| PAYROLL PROCESSING FEES | $114,055 | $0 | $0 | $113,785 |
| NEWS & SUBSCRIPTIONS | $21,659 | $0 | $0 | $20,653 |
| OFFICE SUPPLIES | $18,307 | $0 | $0 | $18,261 |
| FUNDRAISING EVENTS | $9,682 | $0 | $0 | $9,682 |
| EDUCATION EXPENSES | $7,974 | $0 | $0 | $9,303 |
| ADVERTISING | $6,701 | $0 | $0 | $6,701 |
| BUS. LICENSES, FEES, PERMITS | $4,817 | $0 | $0 | $4,817 |
| SHIPPING AND DELIVERY | $4,505 | $0 | $0 | $4,306 |
| SPONSORSHIP - GRANTMAKERS IN | ||||
| HEALTH CONFERENCE | $3,300 | $0 | $0 | $3,300 |
| BANK FEES | $1,330 | $0 | $0 | $1,330 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| RETURN OF PRIOR YEAR DISTRIBUTIONS | $7,936 |
| Miscellaneous Income | $46 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $472,848 |
| ATI - FOREIGN EXCHANGE DIFFERENCE | $2,823 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABILITY | $16,928 | $23,501 |
| FEDERAL EXERCISE TAX LIABILITY | $0 | $1,823 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $375,675 | $0 | $0 | $377,175 |
| INVESTMENT MANAGEMENT FEES | $256,280 | $256,280 | $0 | $0 |
| PROFESSIONAL SERVICES | $242,540 | $0 | $0 | $249,514 |
| FUNDRAISING SERVICES | $216,000 | $0 | $0 | $252,000 |
| COMMUNICATIONS | $62,718 | $0 | $0 | $61,627 |
| RECRUITING | $5,472 | $0 | $0 | $5,179 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $92,731 | $0 | $0 | $0 |
| WITHHOLDING TAX - CHARITABLE | ||||
| EXPENSE | $4,861 | $0 | $0 | $4,861 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGRICULTURAL TRANSFORMATION INITIATIVE | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31009 AREA 11 PLOT 49 B | AddressLine1Txt |
| City | LILONGWE | CityNm |
| Country | MI | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 999999999 | EIN |
| Desc | CASH CONTRIBUTION. THIS ENTITY IS NOT AN EXCESS BUSINESS HOLDING. | Desc |
| Amt | $684,198 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,198 | TotalAmt |