FOWLER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FOWLER FAMILY CHARITABLE FOUNDATION INC (EIN 36-4516382)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-04
- IRS object ID
- 202440959349100624
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-04T15:27:20-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364516382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fowler Family Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FOWL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD FOWLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | FOWLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,556,519 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $94,742 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $131 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,495 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,870 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,192 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,451 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,060 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,783 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,028,774 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,102,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,536,736 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,063,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,122,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,556,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,063,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,122,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,063,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,122,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,063,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,122,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,063,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,394 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,122,228 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,122,228 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $179,230 | GrossSalesPriceAmt |
| Cost Or Other Basis | $165,735 | CostOrOtherBasisAmt |
| Gain Or Loss | $13,495 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,495 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,495 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $573 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $573 | SubtotalAmt |
| Tax Based On Investment Income | $573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27 | OverpaymentAmt |
| Applied To ES Tax | $27 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Brian Scott Fowler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jason Brooks Fowler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Patricia H Fowler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Richard C Fowler Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Richard Charles Fowler III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,341,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,366,537 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,366,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,346,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $573 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $573 | TotalTaxAmt |
| Distributable Before Adj | $66,729 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,729 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,729 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $67,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,729 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $29,235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,740 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,528 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $55,503 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,025 | QualifyingDistributionsAmt |
| Applied To Current Year | $66,729 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $296 | RemainingDistriFromCorpusAmt |
| Total Corpus | $55,799 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,235 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,740 | ExcessFromYear4Amt |
| Excess From Year3 | $14,528 | ExcessFromYear3Amt |
| Excess From Current Year | $296 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Patricia H Fowler | ContributingManagerNm |
| Contributing Manager | Richard C Fowler Jr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARLINGTON RESCUE SQUAD INC | |||||||
| PO BOX 295 | ARLINGTON | VT | 05250 | N/A | PC | General & Unrestricted | $250 |
| BALTUSROL GOLF CLUB LEND A HAND INC | |||||||
| 201 SHUNPIKE RD | SPRINGFIELD | NJ | 07081 | N/A | PC | General & Unrestricted | $2,500 |
| COASTAL DISCOVERY MUSEUM | |||||||
| PO BOX 23497 | HILTON HEAD ISLAND | SC | 29925 | N/A | PC | General & Unrestricted | $1,000 |
| DORSET THEATRE FESTIVAL | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | Restoration of Main House | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 2747 | BLUFFTON | SC | 29910 | N/A | PC | General & Unrestricted | $1,000 |
| HILTON HEAD ISLAND DEEP WELL PROJECT | |||||||
| PO BOX 5543 | HILTON HEAD | SC | 29938 | N/A | PC | General & Unrestricted | $2,000 |
| MAYO CLINIC | |||||||
| 200 1ST ST SW CO CORPORATE TA | ROCHESTER | MN | 55905 | N/A | PC | Cancer Research | $1,000 |
| PALMETTO ANIMAL LEAGUE | |||||||
| 56 RIVERWALK BLVD | RIDGELAND | SC | 29936 | N/A | PC | Colleton River Feral Cat Program | $500 |
| PORT ROYAL SOUND FOUNDATION | |||||||
| 310 OKATIE HWY | OKATIE | SC | 29909 | N/A | PC | General & Unrestricted | $1,000 |
| SOFT BONES INC THE US HYPOPHOSPHATASIA FOUNDATION | |||||||
| 141 HAWKINS PL 267 | BOOTON | NJ | 07005 | N/A | PC | Charitable Event | $3,000 |
| SOFT BONES INC THE US HYPOPHOSPHATASIA FOUNDATION | |||||||
| 141 HAWKINS PL 267 | BOOTON | NJ | 07005 | N/A | PC | Cannon Sittig fund | $10,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION INC | |||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | SO I | Charitable Event | $20,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,000 |
| THE DORSET EQUINE RESCUE INC | |||||||
| PO BOX 92 | EAST DORSET | VT | 05253 | N/A | PC | Forever Farm | $10,000 |
| THE DORSET EQUINE RESCUE INC | |||||||
| PO BOX 92 | EAST DORSET | VT | 05253 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,566 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,431 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,128 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Fowler Jr Richard C | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 26 356 Fisher Road | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $94,742 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CONOCOPHILLIPS COP, 80 sh. | $9,650 | 2023-11-03 |
| 1 | HOME DEPOT INC HD, 70 sh. | $20,719 | 2023-11-03 |
| 1 | PROCTER GAMBLE CO PG, 60 sh. | $9,057 | 2023-11-03 |
| 1 | MOTOROLA SOLUTIONS INC MSI, 20 sh. | $5,894 | 2023-11-03 |
| 1 | MICROSOFT CORP MSFT, 60 sh. | $21,052 | 2023-11-03 |
| 1 | MERCK & CO INC MRK, 100 sh. | $10,352 | 2023-11-03 |
| 1 | TRANE TECHNOLOGIES PLC TT, 50 sh. | $10,876 | 2023-11-03 |
| 1 | THE COCA-COLA CO KO, 125 sh. | $7,143 | 2023-11-03 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $33,149 | $18,584 |
| ALLEGION PLC | $6,943 | $12,669 |
| AT&T, INC | $26,664 | $12,535 |
| BERKSHIRE HATHAWAY INC. CLASS | $40,983 | $92,375 |
| BRISTOL-MYERS SQUIBB CO | $54,670 | $50,181 |
| CHARTER COMMUNICATIONS, INC | $10,782 | $15,547 |
| CONOCOPHILLIPS | $16,600 | $16,250 |
| DODGE & COX INCOME FUND | $26,642 | $25,686 |
| DREXEL HAMILTON CENTRE AMERICA | $52,195 | $74,044 |
| HARBOR CAPITAL APPRECIATION FU | $42,881 | $69,886 |
| HOME DEPOT INC | $80,341 | $102,232 |
| INGERSOLL-RAND INC | $5,269 | $20,418 |
| INTEL CORP | $26,535 | $31,155 |
| ISHARES TR S & P MIDCAP 400 IN | $28,215 | $62,359 |
| ISHARES TRUST MSCI EAFE INDEX | $18,286 | $22,605 |
| MERCK & CO INC | $16,943 | $17,443 |
| MICROSOFT CORP | $73,404 | $133,494 |
| MOTOROLA SOLUTIONS INC | $5,894 | $6,262 |
| PIMCO TOTAL RETURN FUND CLASS | $29,330 | $24,066 |
| PROCTER GAMBLE CO | $18,041 | $17,585 |
| SOUTH STATE CORPORATION | $17,885 | $17,735 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $150,085 | $149,880 |
| SPDR BLOOMBERG BARCLAYS HYB ET | $22,199 | $17,336 |
| SPDR S&P 500 GROWTH | $48,213 | $161,348 |
| SPDR S&P 500 VALUE | $94,529 | $160,406 |
| SPDR S&P 600 SMALL CAP VALUE | $27,278 | $45,821 |
| THE COCA-COLA CO | $13,577 | $17,974 |
| TRANE TECHNOLOGIES PLC | $45,747 | $102,926 |
| V F CORP | $28,700 | $7,896 |
| WALT DISNEY HOLDINGS CO | $32,187 | $27,990 |
| WARNER BROS. DISCOVERY, INC | $8,278 | $2,048 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $5,750 | $5,750 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $600 |
| 990-PF Excise Tax for 2022 | $851 |