DR JOY TO THE WORLD INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DR JOY TO THE WORLD INC (EIN 13-4036600)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-15
- IRS object ID
- 202611969349100811
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-15T11:47:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131971216 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES AND SCHREIBER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUNTINGTON QUADRANGLE -SUITE | AddressLine1Txt |
| Address Line2 | 3N05 | AddressLine2Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 134036600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JOY TO THE WORLD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRJO | BusinessNameControlTxt |
| Phone | 2126424495 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 1 HUNTINGTON QUAD 3N05 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATIENCE BROWNE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126424495 | PhoneNum |
| Signature | 2026-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON GALLAGHER | PreparerPersonNm |
| PTIN | P01298380 | PTIN |
| Phone | 5163527700 | PhoneNum |
| Preparation | 2026-07-06 | 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 | $4,797,499 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,667 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,667 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $147,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,725 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,076 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,076 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $314 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $314 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,971 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,971 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $255,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $255,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $296,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,754 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,964 | CashBOYAmt |
| Cash EOY | $47,317 | CashEOYAmt |
| Cash EOYFMV | $47,317 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $17,961 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $17,961 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $17,961 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $17,961 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,624,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,501,843 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,732,221 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,716,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,567,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,797,499 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,716,955 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,567,121 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,716,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,567,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,716,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,567,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,716,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,212 | OtherIncreasesAmt |
| Subtotal | $3,569,281 | SubtotalAmt |
| Other Decreases | $2,160 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,567,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE 50 SHRS | P | 2024-01-01 | 2025-02-25 | $12,383 | $7,169 | $5,214 | $5,214 |
| FORTIVE 665 SHRS | P | 2024-04-01 | 2025-02-25 | $53,451 | $37,143 | $16,308 | $16,308 |
| EOGS | P | 2025-01-01 | 2025-06-25 | $146 | -$146 | -$146 | |
| EOGS 425 SHRS | P | 2024-01-01 | 2025-06-25 | $51,298 | $50,477 | $821 | $821 |
| ALPHABET INC 100 SHRS | P | 2024-01-01 | 2025-10-29 | $26,820 | $11,558 | $15,262 | $15,262 |
| APPLE 100 SHRS | P | 2024-01-01 | 2025-10-29 | $26,888 | $14,338 | $12,550 | $12,550 |
| ISHARES 450 SHRS | P | 2024-01-01 | 2025-10-29 | $54,027 | $52,371 | $1,656 | $1,656 |
| VANGUARD 700 SHRS | P | 2024-01-01 | 2025-10-29 | $43,064 | $28,574 | $14,490 | $14,490 |
| VANGUARD 385 SHRS | P | 2024-01-01 | 2025-10-29 | $30,835 | $28,883 | $1,952 | $1,952 |
| KENVUE | P | 2025-01-01 | 2025-10-29 | $2,547 | -$2,547 | -$2,547 | |
| KENVUE 3000 SHRS | P | 2024-01-01 | 2025-10-29 | $44,550 | $60,147 | -$15,597 | -$15,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,963 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Overpayment | $599 | OverpaymentAmt |
| Applied To ES Tax | $599 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MOSES AND SCHREIBER LLP | IndividualWithBooksNm |
| Phone | 5163527700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HUNTINGTON QUAD STE 3N05 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| PATIENCE BROWNE | ||||||||
| 1 HUNTINGTON QUAD STE 3N05 | MELVILLE | NY | 11747 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CLINT KINCAID | ||||||||
| 1 HUNGTINGTON QUAD STE 3N05 | MELVILLE | NY | 11747 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KIRSTEN WILSON | ||||||||
| 11 HOBBS ROAD | LEE | NH | 03861 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,691,291 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,961 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,790,257 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,790,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,718,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $235,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $235,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,526 | TotalTaxAmt |
| Distributable Before Adj | $234,394 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $234,394 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $234,394 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $258,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $234,394 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $154,303 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $154,303 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $234,394 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,246 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $178,549 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $178,549 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $154,303 | ExcessFromYear1Amt |
| Excess From Current Year | $24,246 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | CHARITABLE GIFT | $5,000 |
| AIRLINK INC | ||||||
| 1120 20TH ST NW 475 | WASHINGTON | DC | 20036 | PC | CHARITABLE GIFT | $2,500 |
| ALASKA COMMUNITY FOUNDATION | ||||||
| 3201 C STREET STE 110 | ANCHORAGE | AK | 99503 | PC | CHARITABLE GIFT | $2,500 |
| ALASKA WILDERNESS | ||||||
| 122 C ST STE 650 | WASHINGTON | DC | 20001 | PC | CHARITABLE GIFT | $2,500 |
| AMERICAN HUMANE SOCIETY | ||||||
| 1400 16TH STREET NW STE 3 | WASHINGTON | DC | 20036 | PC | CHARITABLE GIFT | $3,000 |
| AMERICAN RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PC | CHARITABLE GIFT | $5,000 |
| ANGELAS PIAZZA | ||||||
| 420 GRAND AVENUE | BILLINGS | MT | 59101 | PC | CHARITABLE GIFT | $2,500 |
| ARKANSAS FOOD BANK | ||||||
| 4301 W 65TH ST | LITTLE ROCK | AR | 72209 | PC | CHARITABLE GIFT | $1,000 |
| ASPCA | ||||||
| 424 E 92ND STREET | NEW YORK | NY | 101286804 | PC | CHARITABLE GIFT | $5,000 |
| CITY HARVEST | ||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | PC | CHARITABLE GIFT | $8,000 |
| CLIMATE FORESTSORG | ||||||
| 830 NE OREGON STREET | PORTLAND | OR | 97232 | PC | CHARITABLE GIFT | $2,500 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | CHARITABLE GIFT | $5,000 |
| COMMUNITY FOOD BANK AZ | ||||||
| 3003 S COUNTRY CLUB ROAD | TUCSON | AZ | 85713 | PC | CHARITABLE GIFT | $1,000 |
| CONSERVATION INTERNATIONAL | ||||||
| 2011 CRYSTAL DRIVE STE 600 | ARLINGTON | VA | 22202 | PC | CHARITABLE GIFT | $2,000 |
| CUSTER NETWORK AGAINST DOMESTIC ABUSE | ||||||
| 2200 BOXELDER STREET STE 135 | MILES CITY | MT | 59301 | PC | CHARITABLE GIFT | $2,500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | PC | CHARITABLE GIFT | $5,000 |
| DOGWOOD ALLIANCE | ||||||
| 7645 PO BOX | ASHVILLE | NC | 28804 | PC | CHARITABLE GIFT | $2,500 |
| ELPASO FIGHTING HUNGER | ||||||
| 9541 PLAZA CIRCLE | EL PASO | TX | 79927 | PC | CHARITABLE GIFT | $1,000 |
| FACING HUNGER FOOD BANK | ||||||
| 1327 7TH AVENUE | HUNTINGTON | WV | 25701 | PC | CHARITABLE GIFT | $1,000 |
| FEEDING AMERICA | ||||||
| 161 NORTH CLARK STREET STE 700 | CHICAGO | IL | 60601 | PC | CHARITABLE GIFT | $10,000 |
| FEEDING AMERICA KY GOD'S PANTRY | ||||||
| 2201 INNOVATION DRIVE | LEXINGTON | KY | 40511 | PC | CHARITABLE GIFT | $1,000 |
| FEEDING THE GULF COAST | ||||||
| 5248 MOBILE SOUTH STREET | THEODORE | AL | 36582 | PC | CHARITABLE GIFT | $1,000 |
| FOOD BANK OF CENTRAL LOUISANA | ||||||
| 3223 BALDWIN AVENUE | ALEXANDRIA | LA | 71301 | PC | CHARITABLE GIFT | $1,000 |
| FOOD BANK OF RIO GRANDE VALLEY | ||||||
| 724 N CAGE BLVD | PHARR | TX | 78577 | PC | CHARITABLE GIFT | $1,000 |
| FOOD FORWARD ORG | ||||||
| 7412 FULTON AVENUE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | CHARITABLE GIFT | $1,000 |
| FOOD GATHERERSORG | ||||||
| 1 CARROT WAY | ANN ARBOR | MI | 48105 | PC | CHARITABLE GIFT | $1,000 |
| FOOD LIFELINE | ||||||
| 815 S 96TH STREET | SEATTLE | WA | 98108 | PC | CHARITABLE GIFT | $1,000 |
| FOOD RECOVERY NETWORK | ||||||
| 1100 H STREET NW STE 520 | WASHINGTON | DC | 20005 | PC | CHARITABLE GIFT | $5,000 |
| FOOD RESCUE US | ||||||
| 1127 HIGH RIDGE OAD STE 338 | STAMFORD | CT | 06905 | PC | CHARITABLE GIFT | $4,000 |
| FOODBANK NYC | ||||||
| 252 W 116TH ST | NEW YORK | NY | 10026 | PC | CHARITABLE GIFT | $3,000 |
| FOODCYCLE LA | ||||||
| 6636 SELMA AVE | LOS ANGELES | CA | 90028 | PC | CHARITABLE GIFT | $2,000 |
| FORGOTTEN HARVEST DETROIT | ||||||
| 15000 W EIGHT MILE ROAD | OAK PARK | MI | 48237 | PC | CHARITABLE GIFT | $1,500 |
| FREEDOM FROM RELIGION | ||||||
| PO BOX 750 | MADISON | WI | 53701 | PC | CHARITABLE GIFT | $2,500 |
| HEART OF ALABAMA FOOD BANK | ||||||
| 521 TRADE CENTER ST | MONTGOMERY | AL | 36108 | PC | CHARITABLE GIFT | $1,000 |
| INTERNATIONAL PLANNED PARENTHOOD | ||||||
| PO BOX 33787 | WASHINGTON | DC | 20033 | PC | CHARITABLE GIFT | $5,000 |
| LOVIN SPOONFULS | ||||||
| 292 NEWBURY STREET STE 335 | BOSTON | MA | 02459 | PC | CHARITABLE GIFT | $1,000 |
| LUDIA'S HOUSE OF HOPE | ||||||
| 21 GRAND STREET | SOMERSWORTH | NH | 03878 | PC | CHARITABLE GIFT | $2,500 |
| MARCH OF DIMES | ||||||
| PO BOX 5141 | BOONE | IA | 50950 | PC | CHARITABLE GIFT | $3,000 |
| MISSISSIPPI FOOD NETWORK | ||||||
| 440 W BEATTY STREET | JACKSON | MS | 39201 | PC | CHARITABLE GIFT | $1,000 |
| MONTANA COALITION AGAINST DOMESTIC AND SEXUAL VIOLENCE | ||||||
| PO BOX 818 | HELENA | MT | 59624 | PC | CHARITABLE GIFT | $4,000 |
| MONTANA FOOD BANK | ||||||
| 5780 ALLOY N | MISSOULA | MT | 59808 | PC | CHARITABLE GIFT | $8,500 |
| MONTANA INNOCENSE PROJECT- HOME AFTER HARM | ||||||
| PO BOX 7607 | MISSOULA | MT | 598077607 | PC | CHARITABLE GIFT | $5,000 |
| NATIONAL ALLIANCE TO END HOMELESSNESS | ||||||
| 1025 VERMONT AVE NW STE 1200 | WASHINGTON | DC | 20005 | PC | CHARITABLE GIFT | $3,000 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | PC | CHARITABLE GIFT | $3,000 |
| NATIONAL DV HOTLINE | ||||||
| PO BOX 90249 | AUSTON | TX | 78709 | PC | CHARITABLE GIFT | $5,000 |
| NYC HABITAT FOR HUMANITY EMEA | ||||||
| 111 JOHN STREET | NEW YORK | NY | 10038 | PC | CHARITABLE GIFT | $5,000 |
| NYC RESCUE MISSION HOPE FO NY | ||||||
| 1500 BROADWAY STE 700 | NEW YORK | NY | 10036 | PC | CHARITABLE GIFT | $3,000 |
| NYS CADV | ||||||
| 119 WASHINGTON AVE | ALBANY | NY | 12210 | PC | CHARITABLE GIFT | $3,000 |
| OCEANA | ||||||
| 1025 CONNECTICUT AVENUE NW STE 200 | WASHINGTON | DC | 20036 | PC | CHARITABLE GIFT | $2,000 |
| ORCA CONSERVATORY | ||||||
| 12637 SHOREWOOD DR SW | SEATTLE | WA | 98146 | PC | CHARITABLE GIFT | $2,500 |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | ||||||
| 1430 BROADWAY SL 16 STE 1614 | NEW YORK | NY | 10018 | PC | CHARITABLE GIFT | $5,000 |
| PLAN C | ||||||
| PO BOX 45142 | SAN FRANCISCO | CA | 941455142 | PC | CHARITABLE GIFT | $5,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||
| 201 E BEN WHITE BLVD BUILDING B | AUSTIN | TX | 78704 | PC | CHARITABLE GIFT | $3,000 |
| PLENTY DOORS COMMUNITY DEVELOPMENT | ||||||
| PO BOX 1061 22 MAKAWASHA AVE | CROW AGENCY | MT | 59022 | PC | CHARITABLE GIFT | $2,000 |
| POLLINATOR PARTNERSHIP | ||||||
| 582 MARKET ST STE 1215 | SAN FRANCISCO | CA | 94104 | PC | CHARITABLE GIFT | $2,500 |
| RAICES TEXAS | ||||||
| PO BOX 786100 | SAN ANTONIO | TX | 78278 | PC | CHARITABLE GIFT | $5,000 |
| RED ANTS PANTS FOUNDATION GIRLS LEADERSHIP PROGRAM | ||||||
| 206 EAST MAIN STREET | WHITE SULPHUR SPRINGS | MT | 59645 | PC | CHARITABLE GIFT | $3,000 |
| REPRODUCTIVE FREEDOM FOR ALL- NARAL | ||||||
| 1725 EYE STREET NW STE 900 | WASHINGTON | DC | 20006 | PC | CHARITABLE GIFT | $3,000 |
| ROADRUNNER FOODBANK | ||||||
| 5840 OFFICE BLVD NE | ALBUQUERUE | NM | 87109 | PC | CHARITABLE GIFT | $1,000 |
| RONALD MCDONALD HOUSE | ||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 606731263 | PC | CHARITABLE GIFT | $2,000 |
| SANCTURARY FOR FAMILIES | ||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | PC | CHARITABLE GIFT | $5,000 |
| SECOND HARVEST LOUSIANA | ||||||
| 700 EDWARDS AVENUE | NEW ORLEANS | LA | 70123 | PC | CHARITABLE GIFT | $1,000 |
| SECOND HARVEST SPOKANE | ||||||
| 1234 EAST FRONT AVENUE | SPOKANE | WA | 99202 | PC | CHARITABLE GIFT | $1,000 |
| SOUTH TEXAS FOOD BANK | ||||||
| 2121 JEFFERSON ST | LAREDO | TX | 78040 | PC | CHARITABLE GIFT | $1,000 |
| SPAY MONTANA | ||||||
| PO BOX 7447 | HELENA | MT | 59604 | PC | CHARITABLE GIFT | $3,000 |
| THE NATURE CONSERVATORY | ||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | PC | CHARITABLE GIFT | $5,000 |
| THE SIERRA CLUB | ||||||
| 2101 WEBSTER ST STE 1300 | OAKLAND | CA | 94612 | PC | CHARITABLE GIFT | $3,000 |
| THRIVE DC ADMO HOMELESS | ||||||
| 1525 NEWTON ST NW G1 | WASHINGTON | DC | 20010 | PC | CHARITABLE GIFT | $1,000 |
| TREE CENTER | ||||||
| 2122 JEFFERSON ST | GARRISON | NY | 10524 | PC | CHARITABLE GIFT | $5,000 |
| TUMBLEWEED RUNAWAY RPROGRAM | ||||||
| 505 N 24TH ST | BILLINGS | MT | 59101 | PC | CHARITABLE GIFT | $5,000 |
| UNLOOP | ||||||
| 1424 11TH AVE STE 400- | SEATTLE | WA | 98122 | PC | CHARITABLE GIFT | $2,500 |
| VOLUNTEERS OF AMERICA | ||||||
| 2802 BROADWAY | EVERETT | WA | 98201 | PC | CHARITABLE GIFT | $2,000 |
| WE DONT WASTE | ||||||
| 591 BROADWAY | DENVER | CO | 80216 | PC | CHARITABLE GIFT | $1,500 |
| WHITEFISH THEATRE COMPANY | ||||||
| 1 CENTRAL AVE | WHITEFISH | MT | 59937 | PC | CHARITABLE GIFT | $5,000 |
| WILDERNESS SOCIETY | ||||||
| 1801 PENNSYLVANIA AVE NW 200 | WASHINGTON | DC | 20006 | PC | CHARITABLE GIFT | $2,500 |
| WILDLIFE CONSERVATION NETWORK | ||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PC | CHARITABLE GIFT | $5,000 |
| WOMEN IN DISTRESS | ||||||
| 1372 N STATE ROAD 7 | NMARGATE | FL | 33063 | PC | CHARITABLE GIFT | $3,000 |
| WOMEN'S FOUNDATION OF MONTANA | ||||||
| 33 S LAST CHANCE GULCH STE 2A | HELENA | MT | 59601 | PC | CHARITABLE GIFT | $7,500 |
| WORLD CENTRAL KITCHEN | ||||||
| 252 W 116TH ST | NEW YORK | NY | 10026 | PC | CHARITABLE GIFT | $7,500 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH STREET | WASHINGTON | DC | 20037 | PC | CHARITABLE GIFT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $255,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,667 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,725 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCREASE CASH TO MAKE CHARITABLE CONTRIBUTIONS |
| 4 | INCREASE CASH TO MAKE CHARITABLE CONTRIBUTIONS |
| 8 | INCREASE CASH TO MAKE CHARITABLE CONTRIBUTIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEEES | CategoryTxt |
| Amt | $3,076 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,076 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OTHER INVESTMENTS | StockNm |
| EOY Book Value | $3,501,843 | EOYBookValueAmt |
| EOYFMV | $4,732,221 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAID | Desc |
| Amt | $2,160 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $37,971 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,971 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Amt | $1,212 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS DEPT OF LAW | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |