Civic Intelligence

Ahimsa Foundation

990PF • Fiscal year 2021 • EIN 85-2700743

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile
7522 Monarch RdNiwot, CO 80503

(904) 612-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $250M-$1B nonprofits • Source year 2021

Asset Growth

100th percentile

7029%

Faster asset growth than 100% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

8006%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$431,260,030

Up $425,210,571 (+7029%) from 2020

Net Assets

Up

$431,260,030

Up $425,210,571 (+7029%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin100th percentile

Revenue

Up

$508,168,173

Up $501,898,951 (+8006%) from 2020

Expenses

Up

$1,041,108

Up $821,345 (+374%) from 2020

Net Income

Up

$507,127,065

Up $501,077,606 (+8283%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5B$1.0B$500M$0Assets 2020: $6,049,459Liabilities 2020: $1Net Assets 2020: $6,049,4592020Assets 2021: $431,260,030Liabilities 2021: $1Net Assets 2021: $431,260,0302021Assets 2022: $962,293,194Liabilities 2022: $1Net Assets 2022: $962,293,1942022Assets 2023: $938,177,008Liabilities 2023: $4,937Net Assets 2023: $938,172,0712023Assets 2024: $1,011,593,188Liabilities 2024: $0Net Assets 2024: $1,011,593,1882024

Highlighted filing

2021

Assets$431,260,030
Liabilities$1
Net Assets$431,260,030
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0-$200MRevenue 2020: $6,269,222Expenses 2020: $219,763Net Income 2020: $6,049,4592020Revenue 2021: $508,168,173Expenses 2021: $1,041,108Net Income 2021: $507,127,0652021Revenue 2022: $581,102,746Expenses 2022: $50,069,582Net Income 2022: $531,033,1642022Revenue 2023: $55,079,974Expenses 2023: $80,570,806Net Income 2023: -$25,490,8322023Revenue 2024: $160,180,393Expenses 2024: $79,991,246Net Income 2024: $80,189,1472024

Highlighted filing

2021

Revenue$508,168,173
Expenses$1,041,108
Net Income$507,127,065
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shaleen ShahPresidentPT$0--
Shilpi ShahSecretary (To 5/14/21)PT$0--
Satish KarandikarSectretary (From 5/14/21)PT$0--
Jay KarandikarTreasurer (From 5/14/21)PT$0--
Filing and Contact Details

Filer

Filer Name
Ahimsa Foundation
EIN
85-2700743
Phone
9046126000
Address
7522 Monarch Rd, Niwot, CO 80503

Signing Officer

Name
Shaleen Shah
Title
President
Phone
9046126000
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
Raw XML AppendixShowing 400 of 713 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt019895
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09947
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09948
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt0500000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt1500002
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt2354791
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt3250000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt4200000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt5244451
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt6200000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt7108000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt873254
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt970000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt1050000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt1148907
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt1230000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0Plantega fights for systemic solutions that address climate change, food literacy, wellness, and a more just economy.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc1Plant Based Telehealth is a two-sided marketplace for licensed lifestyle telemedicine services.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc2Sustainable Food Ventures works to accelerate the rise of plant based, cell based and recombinant foods and to end animal agriculture as a result.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc3Opalia (fka: BetterMilk) provides a dairy alternative.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc4Kitchen 70/30 Limited works toward the creation of wholesome plant and fungi based ready meals that enrich human health and wellness.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc5Plant Pure aims to shift more nutritional consumption to plant-based foods by supporting and expanding access and convenience to plant-based meals.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc6Vegtech invests in the securities of companies that use a de minimis amount of animals in products in order to promote positive environmental change.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc7FAB 108 markets and promotes films that help compassion for all beings.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc8Brew 51 is a plant-based meat company in Bangalore, India, that is focused on seafood products.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc9Eco Vegan Leather is a plant-based leather alternative that outperforms and outlasts animal leather.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc10Plant Based Health Alliance is a social enterprise dedicated to improving people's health by making it easy to transition to a plant-based diet.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc11Dao Foods International, Inc. is an impact investment firm that aims to help entrepreneurs develop exciting new plant-based meat and alternative protein products in China to reduce the consumer demand for industrial animal agriculture.
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc12Treasure Stove aims to reach a broad audience with the message of going plant based by creating a documentary series called "Green Blood" featuring a previous boxing champion's comeback fight and journey to go plant-based.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt4No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt5No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt6No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt7No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt8No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt9No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt10No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt11No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt12No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt13No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt14No
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0Unovis NCAP Fund II CV
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1Sustainable Food Ventures LP - A1-A3
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2Dao Foods Funds SPC Ltd
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3Opalia (fka BetterMilk)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4VegTech LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5Plant Based Telehealth
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6Brew 51
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7Eco Vegan Leather
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8Veg Capital Ltd
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt9Plant Pure
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt10Plantega
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt11Treasure Stove
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt12Plant Based Health Alliance
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt13Kitchen 7030 Limited
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt14FAB 108
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt012/31/20, 3/31/21, 6/30/21, 9/30/21, 12/31/21, 3/31/22, 6/30/22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt112/31/20, 3/11/21, 12/31/21, 5/10/22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt212/16/20, 8/4/21, 8/16/21, 12/30/21, 1/25/22, 2/1/22, 5/20/22, 7/6/22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt31/5/22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt42/19/22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt512/5/21, 1/29/22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt68/26/21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt712/31/21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt8Statements received monthly, Feb '21 through Sept '22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt95/7/21, 6/28/21, 9/14/21, 12/13/21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt106/15/21, 2/3/22, 5/27/22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt1112/31/21, 9/6/22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt00
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt40
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt50
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt60
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt70
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt80
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt90
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt100
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt110
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt120
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt130
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt140
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt0Weteringschans 225
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt1Sea Meadow House
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt2209-2730 rue Notre Dame O
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt31st Fl SPD Plaza 52 Jyoti Niwas
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt4B-55 Block C-1 Shashtripuram
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt524a Nottingham Road
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt63A-01A Glo Damansara 699 Jalan
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt7Building Panda Star Chef B2
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt0College Rd Koramangala Industrial L
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt1Damansara Taman Tun Dr Ismail
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt2Building 1 100 Ye Jia Zhai Road
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm0Amsterdam
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm1PO Box Road Town
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm2Montreal
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm3Bengaluru
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm4Agra
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm5Loughborough
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm6Kuala Lumpur
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm7Shanghai
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0NL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd1VI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd2CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd3IN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd4IN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd5UK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd6MY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd7HK
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd01017XH
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd1H3J 1L1
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd2560034
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd3282007
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd4LE11 1EU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd560000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm0Tortola
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm1Quebec
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ProvinceOrStateNm2Uttar Pradesh
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt011280331
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt11550000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt2115871
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt3250000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt4200000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt5500002
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt673254
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt770000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt812530461
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt9244451
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt10500000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1130000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1250000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt13200000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt14108000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02020-10-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12020-10-19
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22020-12-16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32021-05-26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42021-10-10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52021-12-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62021-08-26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72021-09-15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt82021-02-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt92021-02-18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt102021-05-03
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt112021-08-18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt122021-08-18
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt132021-08-30
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt142021-11-17
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0Unovis partners with entrepreneurs developing innovative plant-based and cultivated replacements to animal products, including meat, seafood, dairy, and eggs.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1Sustainable Food Ventures works to accelerate the rise of plant based, cell based and recombinant foods and to end animal agriculture as a result.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2Dao Foods International, Inc. is an impact investment firm that aims to help entrepreneurs develop exciting new plant-based meat and alternative protein products in China to reduce the consumer demand for industrial animal agriculture.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3Opalia (fka: BetterMilk) makes milk with mammary cells using genetic engineering.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4VegTech invests at least 80% of its net assets in the securities of companies that use a de minimis amount of animals in products in order to promote positive environmental change.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5Plant Based TeleHealth exists to make lifestyle medicine, rooted in whole food plant-based nutrition.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6Brew 51 researches and develops novel precision technologies that realize their vision of recreating plant-based alternatives to whole-cuts of meat starting with fish.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7Manufacture of vegan leather.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8Provides early-stage capital to companies striving to replace the use of animals in the food system and donating all profits to effective UK and European charities that are raising awareness of farmed animals.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9Plant Pure's mission is to shift more nutritional consumption to plant-based foods by supporting and expanding access and convenience to plant-based meals.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10Plantega's vision is to make plant-based more accessible every day.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11Treasure Stove aims to reach a broad audience with the message of going plant based by creating a documentary series called "Green Blood" featuring a previous boxing champion's comeback fight and journey to go plant-based.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12A social enterprise dedicated to improving people's health through plant-based diets and healthy foods.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13Kitchen 70/30's mission is to make plant and fungi based food healthy, sustainable and convenient.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt14Markets and promotes films that help compassion for all beings.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt10To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt11To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt12To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt13To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt14To the knowledge of the Foundation, and based on the reports furnished by the recipient to date, no part of the funds have been used for any purposes other than those contemplated by the program related investment. The Foundation reviewed the reports submitted by the recipient, but did not undertake any verification thereof, as there was no reason to doubt their accuracy or reliability.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0411 1st Ave S Ste 505
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt11842 Purdue Ave 103
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt21716 Main street Suite 163
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt3101 E Clay St
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt467 West St Suite 401
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt52820 Pace Bend Road S
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt6213 West Pine Grove Ave
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0Seattle
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1Los Angeles
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm2Longmont
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm3Mebane
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm4Brooklyn
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm5Spicewood
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm6North Augusta
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0WA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1CA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd2CO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd3NC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd4NY
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd5TX
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd6SC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd098104
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd190025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd280501
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd327302
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd411222
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd578669
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd629841
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0TOLL RD INVS PARTNERSHIP II L P SER 1999B SR ZERO CPN BD 144A - DUE 02/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1TOLL RD INVS PARTNERSHIP II L P SER 1999B SR ZERO CPN BD 144A - DUE 02/15/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05573653
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13289788
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt06504480
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13882650
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0228106723
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0309374978
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0999921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt175000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt250000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt456019017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MRI - Unovis SPV AF 21-A LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MRI - Lucky Cricket Group Limited
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MRI - JUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MRI - Gathered Foods
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Section 1256 Regulated Futures Contracts
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0999921
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt175000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt250488880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35061667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt456486356
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02629100
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07551189
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PRI - interest from debt investments
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PRI - K-1 passthrough income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2MRI - K-1 passthrough income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0459
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt09237
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1430273
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010180757
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0439510
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010620267
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09947
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09948
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019895
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07551189
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0497547906
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02566923
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02629100
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0507127065
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt016082014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt078257
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt078257
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07551189
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09928154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0439510
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0322968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0611988
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0934956
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0439510
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0439969
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0439969
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0439510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0439510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0411172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0629936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01041108
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010558090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0508168173
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0439510
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0411172
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0629936
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01041108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08530825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07551189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07551189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016082014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07551189
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0507127065
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt081916494
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0513176524
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06049459
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0431260030
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07909677
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07904886
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07909677
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08042887
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt04791
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0138001
IRS990PF/DistributableAmountGrp/TotalTaxAmt0138001
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02999
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0141000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0138001
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02999
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0138001
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0138001
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0141000
IRS990PF/FMVAssetsEOYAmt0511981714
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01225517
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01225517
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt08863441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt010387130
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt06049459
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0431260030
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06009667
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt027203316
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt024115170
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0112093938
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0113111824
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt034792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt053767095
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt053767095
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06049459
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0431260030
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0511981714
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06049459
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0431260030
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06049459
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0431260030
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0228106723
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0309374978
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0163307348
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011114072
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0129457533
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02449610
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt022735743
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08042887
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0160857738
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0163307348
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Blue Dot
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt060243
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Legal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01624 Market St Ste 226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Denver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd080202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$431,260,030
Liabilities
$1
Net assets
$431,260,030
Revenue
$508,168,173
Expenses
$1,041,108
Net income
$507,127,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,012$0.00$1,012$160$80.0$80.2
2023Detailed filing. Detailed filing data is available for this year.$938$0.00$938$55.1$80.6$25.5
2022Detailed filing. Detailed filing data is available for this year.$962$0.00$962$581$50.1$531
2021Detailed filing. Detailed filing data is available for this year.$431$0.00$431$508$1.04$507
2020Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$6.27$0.22$6.05