| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| DRUCKER & SCACCETTI | 25,800 | 9,174 | 16,626 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
THOMAS BERRY FOUNDATION |
29 SPOKE DRIVE WOODBRIDGE,CT06525 |
2021-12-31 | 80,000 | FORUM ON RELIGION AND ECOLOGY | 80,000 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | PENDING DATES | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WILL BE CONDUCTED. |
| Identifier | Return Reference | Explanation |
|---|---|---|
| INFORMATION REGARDING CONTRIBUTION, GRANT, GIFT, LOAN, SCHOLARSHIP PROGRAMS | FORM 990-PF, PART XV, LINE 2A-2D | THE GERMESHAUSEN FOUNDATION IS WILLING TO ACCEPT LETTERS OF INQUIRYSEEKING SUPPORT FOR NEW IDEAS FOR ADDRESSING CHALLENGES IN OURSOCIETY WITHIN ITS FIELDS OF INTEREST. THE FOUNDATION SEEKS TOSUPPORT SMALLER ORGANIZATIONS WITH THE ENTREPRENEURIAL CAPACITY TODEVELOP AND SUSTAIN AN INITIATIVE OR PROGRAM. THE FOUNDATION'S FIELDS OF INTEREST INCLUDE INNOVATIVE APPROACHESTO POSITIVE CHANGE IN YOUTH CULTURE, LEADERSHIP DEVELOPMENT FORYOUNG ADULTS, ENVIRONMENTAL AND ECOLOGICAL VALUES, AND IMAGINATIVEMEDIA PROJECTS ON CURRENT ISSUES. IN ALL GRANTS, THE FOUNDATIONSEEKS TO ADVANCE THE IDEA OF INTERCONNECTEDNESS AMONG PEOPLE, ANDBETWEEN PEOPLE AND THE ENVIRONMENT. THE GERMESHAUSEN FOUNDATIONSTRIVES TO FIND INDIVIDUALS WITH A BOLD, INNOVATIVE IDEA AND THEPASSIONATE SPIRIT TO CARRY IT OUT. LETTERS OF INQUIRY MUST BE NO MORE THAN TWO PAGES AND DESCRIBE THEPURPOSE OF THE ORGANIZATION, ITS GOALS AND NEEDS, AND THE PROGRAMOR PURPOSE FOR WHICH FUNDING IS REQUESTED.PLEASE SUBMIT YOUR LETTER OF INQUIRY VIA THE LINK ON WWW.GERMESHAUSEN.ORG/PROCESS.HTM. |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| CORPORATE BONDS | 1,262,619 | 1,278,321 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| CORPORATE STOCK | 12,102,323 | 17,002,786 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | AT COST | 5,769,675 | 15,905,600 |
| OTHER INVESTMENTS - FIXED FUNDS | AT COST | 3,318,617 | 3,369,820 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INSURANCE | 3,713 | 0 | 3,713 | |
| DUES, MEMBERSHIPS & SUBSCRIPTIONS | 4,000 | 0 | 4,000 | |
| NONDEDUCTIBLE EXPENSE - PARTNERSHIP | 90,541 | 0 | 0 | |
| TRUSTEE REIMBURSEMENTS | 0 | 0 | 0 | |
| OTHER LOSSES FROM PARTNERSHIPS | 38,547 | 27,980 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| OTHER INCOME | 2,514 | -21,148 | 2,514 |
| Description | Amount |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | 5,712 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 309,060 | 309,060 | 0 | |
| PHILANTHROPIC ADVISORY FEES | 33,575 | 0 | 33,575 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES | 12,242 | 12,209 | 0 | |
| TAXES - OTHER | 15 | 0 | 0 | |
| TAXES - FEDERAL | 15,000 | 0 | 0 | |
| TAXES - MA | 125 | 0 | 125 |