Liabilities / Assets
6th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
6th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
100th percentile
Higher net margin than 100% of similar nonprofits.
Top Officer Pay
9th percentile
Higher top officer pay than 9% of similar nonprofits.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
Score unavailable
A valid growth rate could not be computed from the available filing history.
Assets
Up$440,834,203
Up $11,880,734 (+2.8%) from 2019
Net Assets
Up$440,834,203
Up $11,880,734 (+2.8%) from 2019
Liabilities
Flat$0
Flat from 2019
Revenue
Down-$102,169
Down $14,232,571 (-101%) from 2019
Expenses
Down$155,445
Down $29,792,451 (-99%) from 2019
Net Income
Up-$257,614
Up $15,559,880 (+98%) from 2019
The foundation devotes its property to funding and developing philanthropic projects that promote social welfare (including for religious, charitable, scientific, literary or educational purposes) within the meaning of section 501(c)(4) of the internal revenue code of 1986, as amended (the "code").
The foundation is devoted to funding and developing philanthropic projects that promote social welfare.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $428,953,469 | $440,834,203 | ▲ $11,880,734 |
| Investments Other Securities | $378,586,588 | $398,008,951 | ▲ $19,422,363 |
| Savings and Temporary Cash Investments | $31,826,538 | $21,990,642 | ▼ $9,835,896 |
| Investments in Publicly Traded Securities | $18,511,305 | $20,455,945 | ▲ $1,944,640 |
| Cash and Non-Interest-Bearing Accounts | $29,038 | $378,665 | ▲ $349,627 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $428,953,469 | $440,834,203 | ▲ $11,880,734 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $428,953,469 | $440,834,203 | ▲ $11,880,734 |
| Total Liabilities and Net Assets / Fund Balance | $428,953,469 | $440,834,203 | ▲ $11,880,734 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $49,261,013 | - | - |
| Financial Derivatives | $5,430,150 | - | - |
| Name | Title | Base | Total |
|---|---|---|---|
| Peter Atkinson | Guardian | $9,621 | $9,621 |
| Name | Title |
|---|---|
| Alicia Nimo Saavedra | Councillor |
| William Buchanan Gray | Councillor |
| Line Item | Amount |
|---|---|
| Other Expenses | $145,706 |
| Salaries, Compensation, and Employee Benefits | $9,739 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Service Investment Mgmnt Fees | - | $103,050 | - | $103,050 |
| Fees for Services Legal | - | $31,259 | - | $31,259 |
| Current Officers, Directors, Trustees, and Key Employees | - | $9,739 | - | $9,739 |
| Fees for Services Accounting | - | $8,500 | - | $8,500 |
| Fees for Services Other | - | $2,897 | - | $2,897 |
| Total Functional Expenses | $0 | $155,445 | $0 | $155,445 |
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| North America - Canada and Mexico, But Not the United States | Investments | N/a | 0 | 0 | $184,545,851 |
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | Investments | N/a | 0 | 0 | $180,480,976 |
| Europe (including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | Investments | N/a | 0 | 0 | $34,513,654 |
| East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | Investments | N/a | 0 | 0 | $23,000,000 |
| Europe (including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | Investment Expenses | N/a | 0 | 0 | $61,741 |
| Europe (including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | Registered Agent | N/a | 1 | 1 | $12,636 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“William buchanan gray & alicia nimo saavedra - family relationship”
“The draft form 990 is circulated to the councillors as well as to the organization's legal counsel. All feedback is immediately addressed. Any resulting modifications are incorporated into a revised final draft.”
“In accordance with the conflict of interest policy, a councillor is required to disclose real, potential, or perceived conflicts of interest to the other councillors.”
“The current councillors of the foundation do not receive compensation for their services to the foundation. It is possible that future councillors would receive compensation. Payment of compensation to councillors is governed by the foundation's organizational documents, which require that compensation be reasonable and at market rates. Peter atkinson, who serves as the guardian of the foundation, is also the foundation's registered agent and receives a fee for his services as registered agent. The foundation is subject to the intermediate sanctions rules of code section 4958, which impose a penalty excise tax on "excess benefit transactions" between the foundation and "disqualified persons," including the foundation's guardian. Pursuant to section 4958, the foundation takes appropriate steps to ensure that the guardian does not receive a direct or indirect economic benefit from the foundation worth more than the services or goods provided by the disqualified person in return. The foundation has confirmed that the fee mr. Atkinson received as registered agent is at market rate.”
“No documents available to the public”
“During the fiscal year ended november 30, 2020, the following foreign exchange rate ranges were used on the form 990 depending on the month: bermudian dollar was $1 for $1 all year euro .835981 - 0.912992 per $1 pound sterling - 0.746854 - 0.809323 per $1 japanese yen - 104.275069 - 109.510074 per $1”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE FOUNDATION IS DEVOTED TO FUNDING AND DEVELOPING PHILANTHROPIC PROJECTS THAT PROMOTE SOCIAL WELFARE. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 0 |
| IRS990/BooksInCareOfDetail/ForeignAddress/AddressLine1Txt | 0 | COURT PLACE RUE DU MANOIR |
| IRS990/BooksInCareOfDetail/ForeignAddress/CityNm | 0 | SAINT PETER PORT |
| IRS990/BooksInCareOfDetail/ForeignAddress/CountryCd | 0 | GK |
| IRS990/BooksInCareOfDetail/ForeignAddress/ForeignPostalCd | 0 | GY1 3XZ |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ADRIAN HARBOUR |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2070422079 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 29038 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 378665 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 9739 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 9739 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | -102169 |
| IRS990/CYOtherExpensesAmt | 0 | 145706 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -257614 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 9739 |
| IRS990/CYTotalExpensesAmt | 0 | 155445 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | -102169 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE FOUNDATION DEVOTES ITS PROPERTY TO FUNDING AND DEVELOPING PHILANTHROPIC PROJECTS THAT PROMOTE SOCIAL WELFARE (INCLUDING FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES) WITHIN THE MEANING OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"). |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 8500 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 8500 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 31259 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 31259 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 2897 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 2897 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 103050 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 103050 |
| IRS990/ForeignActivitiesInd | 0 | 1 |
| IRS990/ForeignAddress/AddressLine1Txt | 0 | COURT PLACE RUE DU MANOIR |
| IRS990/ForeignAddress/CityNm | 0 | SAINT PETER PORT GUERNSEY |
| IRS990/ForeignAddress/CountryCd | 0 | GK |
| IRS990/ForeignAddress/ForeignPostalCd | 0 | GY1 3XZ |
| IRS990/ForeignCountryCd | 0 | JE |
| IRS990/ForeignFinancialAccountInd | 0 | 1 |
| IRS990/ForeignOfficeInd | 0 | 1 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | WILLIAM BUCHANAN GRAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ALICIA NIMO SAAVEDRA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | PETER ATKINSON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 9621 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | COUNCILLOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | COUNCILLOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | GUARDIAN |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2017 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -1024668 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 2 |
| IRS990/GrantAmt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 52610139 |
| IRS990/GrossReceiptsAmt | 0 | 53532638 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 2 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 922499 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 922499 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 378586588 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 398008951 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 18511305 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 20455945 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileCountryCd | 0 | GK |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 53634807 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE FOUNDATION DEVOTES ITS PROPERTY TO FUNDING AND DEVELOPING PHILANTHROPIC PROJECTS THAT PROMOTE SOCIAL WELFARE (INCLUDING FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES) WITHIN THE MEANING OF SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"). |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 428953469 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 440834203 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -1024668 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -1024668 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 12138348 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | WILLIAM BUCHANAN GRAY |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 29600000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 13573208 |
| IRS990/PYOtherExpensesAmt | 0 | 338275 |
| IRS990/PYOtherRevenueAmt | 0 | 557194 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -15817494 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 9621 |
| IRS990/PYTotalExpensesAmt | 0 | 29947896 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 14130402 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -257614 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 428953469 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 440834203 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 31826538 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 21990642 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/FinancialDerivativesGrp/BookValueAmt | 0 | 5430150 |
| IRS990ScheduleD/FinancialDerivativesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 23000000 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 141190800 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 65967997 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 3 | 65251966 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 4 | 43355051 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 5 | 4551974 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 6 | 49261013 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | ALLAN GRAY (HOLDINGS) PTY LTD |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | ORBIS HOLDINGS LIMITED |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | JANCHOR PARTNERS OPPORTUNITIES OFFSHORE FUND L.P. |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 3 | BAOBAB GLOBAL FUND LTD. |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 4 | ALLAN GRAY AFRICA EQUITY FUND LIMITED |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 5 | 1,327,106 SHARES ARGUS GROUP HOLDING COMMON |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 6 | JANCHOR PARTNERS OPPORTUNITIES OFFSHORE FUND II L.P. |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | C |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 3 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 4 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 5 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 6 | F |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 398008951 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 0 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 1 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 2 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 3 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 4 | 1 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 5 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt | 0 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt | 1 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt | 2 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt | 3 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt | 4 | 1 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt | 5 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 0 | 34513654 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 1 | 180480976 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 2 | 23000000 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 3 | 184545851 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 4 | 12636 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 5 | 61741 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 0 | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 1 | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 2 | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 3 | NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 4 | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 5 | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 0 | N/A |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 1 | N/A |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 2 | N/A |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 3 | N/A |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 4 | N/A |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 5 | N/A |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 0 | INVESTMENTS |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 1 | INVESTMENTS |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 2 | INVESTMENTS |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 3 | INVESTMENTS |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 4 | REGISTERED AGENT |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 5 | INVESTMENT EXPENSES |
| IRS990ScheduleF/BoycottCountriesInd | 0 | 0 |
| IRS990ScheduleF/ContinuationSpentAmt | 0 | 0 |
| IRS990ScheduleF/ContinuationTotalEmployeeCnt | 0 | 0 |
| IRS990ScheduleF/ContinuationTotalOfficeCnt | 0 | 0 |
| IRS990ScheduleF/ForeignCorpOwnershipInd | 0 | 1 |
| IRS990ScheduleF/ForeignPartnershipInd | 0 | 0 |
| IRS990ScheduleF/InterestInForeignTrustInd | 0 | 0 |
| IRS990ScheduleF/PassiveForeignInvestmestCoInd | 0 | 0 |
| IRS990ScheduleF/SubtotalEmployeesCnt | 0 | 1 |
| IRS990ScheduleF/SubtotalOfficesCnt | 0 | 1 |
| IRS990ScheduleF/SubtotalSpentAmt | 0 | 422614858 |
| IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt | 0 | CASH METHOD OF ACCOUNTING IS USED TO ACCOUNT FOR EXPENDITURES |
| IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 3: |
| IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART III ACCOUNTING METHOD: |
| IRS990ScheduleF/TotalEmployeeCnt | 0 | 1 |
| IRS990ScheduleF/TotalOfficeCnt | 0 | 1 |
| IRS990ScheduleF/TotalSpentAmt | 0 | 422614858 |
| IRS990ScheduleF/TransferToForeignCorpInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | WILLIAM BUCHANAN GRAY & ALICIA NIMO SAAVEDRA - FAMILY RELATIONSHIP |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE DRAFT FORM 990 IS CIRCULATED TO THE COUNCILLORS AS WELL AS TO THE ORGANIZATION'S LEGAL COUNSEL. ALL FEEDBACK IS IMMEDIATELY ADDRESSED. ANY RESULTING MODIFICATIONS ARE INCORPORATED INTO A REVISED FINAL DRAFT. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, A COUNCILLOR IS REQUIRED TO DISCLOSE REAL, POTENTIAL, OR PERCEIVED CONFLICTS OF INTEREST TO THE OTHER COUNCILLORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE CURRENT COUNCILLORS OF THE FOUNDATION DO NOT RECEIVE COMPENSATION FOR THEIR SERVICES TO THE FOUNDATION. IT IS POSSIBLE THAT FUTURE COUNCILLORS WOULD RECEIVE COMPENSATION. PAYMENT OF COMPENSATION TO COUNCILLORS IS GOVERNED BY THE FOUNDATION'S ORGANIZATIONAL DOCUMENTS, WHICH REQUIRE THAT COMPENSATION BE REASONABLE AND AT MARKET RATES. PETER ATKINSON, WHO SERVES AS THE GUARDIAN OF THE FOUNDATION, IS ALSO THE FOUNDATION'S REGISTERED AGENT AND RECEIVES A FEE FOR HIS SERVICES AS REGISTERED AGENT. THE FOUNDATION IS SUBJECT TO THE INTERMEDIATE SANCTIONS RULES OF CODE SECTION 4958, WHICH IMPOSE A PENALTY EXCISE TAX ON "EXCESS BENEFIT TRANSACTIONS" BETWEEN THE FOUNDATION AND "DISQUALIFIED PERSONS," INCLUDING THE FOUNDATION'S GUARDIAN. PURSUANT TO SECTION 4958, THE FOUNDATION TAKES APPROPRIATE STEPS TO ENSURE THAT THE GUARDIAN DOES NOT RECEIVE A DIRECT OR INDIRECT ECONOMIC BENEFIT FROM THE FOUNDATION WORTH MORE THAN THE SERVICES OR GOODS PROVIDED BY THE DISQUALIFIED PERSON IN RETURN. THE FOUNDATION HAS CONFIRMED THAT THE FEE MR. ATKINSON RECEIVED AS REGISTERED AGENT IS AT MARKET RATE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | NO DOCUMENTS AVAILABLE TO THE PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DURING THE FISCAL YEAR ENDED NOVEMBER 30, 2020, THE FOLLOWING FOREIGN EXCHANGE RATE RANGES WERE USED ON THE FORM 990 DEPENDING ON THE MONTH: BERMUDIAN DOLLAR WAS $1 FOR $1 ALL YEAR EURO .835981 - 0.912992 PER $1 POUND STERLING - 0.746854 - 0.809323 PER $1 JAPANESE YEN - 104.275069 - 109.510074 PER $1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990 - FOREIGN EXCHANGE RATES USED |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd | 1 | N/A |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN | 1 | 457011744 |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd | 1 | MA |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt | 1 | INVESTMENT IN REAL ESTATE |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt | 1 | C/O CASNER EDWARDS LLP 303 CONGRESS |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm | 1 | BOSTON |
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| IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd | 1 | MA |
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| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
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| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
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| IRS990/TotalAssetsEOYAmt | 0 | 440834203 |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 440834203 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 155445 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 155445 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 440834203 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 9621 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | -102169 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | -102169 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 428953469 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 440834203 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 2 |
| IRS990/VotingMembersIndependentCnt | 0 | 2 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WILLIAM BUCHANAN GRAY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | COUNCILLOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2070422079 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-03-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BUCHANAN FRIENDSHIP FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BUCH |
| ReturnHeader/Filer/EIN | 0 | 981376156 |
| ReturnHeader/Filer/ForeignAddress/AddressLine1Txt | 0 | COURT PLACE RUE DU MANOIR |
| ReturnHeader/Filer/ForeignAddress/CityNm | 0 | SAINT PETER PORT GUERNSEY |
| ReturnHeader/Filer/ForeignAddress/CountryCd | 0 | GK |
| ReturnHeader/Filer/ForeignAddress/ForeignPostalCd | 0 | GY1 3XZ |
| ReturnHeader/Filer/PhoneNum | 0 | 2070422079 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 042442519 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | EDELSTEIN AND COMPANY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 160 FEDERAL STREET 9TH FLOOR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02110 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6172276161 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-03-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | EUGENE BORGONZI |
| ReturnHeader/ReturnTs | 0 | 2021-03-25T15:43:23-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-12-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-11-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
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Displayed year
2020 • Form 990Detailed filing. Detailed filing data is available for this year.