FAIRBAIRN FAMILY FOUNDATION 8072-88-79: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: FAIRBAIRN FAMILY FOUNDATION 8072-88-79 (EIN 46-5065755)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-04-07
IRS object ID: 202530979349100433
Schema version: 2024v5.1
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
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-04-07T14:01:32-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	465065755	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FAIRBAIRN FAMILY FOUNDATION 8072-88-79	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FAIR	BusinessNameControlTxt
Phone	2154196000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1650 MARKET STREET SUITE 4000	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MELISSA L BURKE	PersonNm
Person Title	MANAGING DIRECT	PersonTitleTxt
Phone	2154196000	PhoneNum
Signature	2025-04-07	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd
Tax	2024	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	$2,715,437	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$68,830	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$68,830	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$18,470	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$293,396	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$50,360	TotalRevAndExpnssAmt
Total Net Invst Incm	$68,830	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$2,733	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$1,366	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$1,366	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$3,500	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$10,213	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$10,213	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$1,792	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$598	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$18,238	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$12,177	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,866	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$116,380	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$116,380	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$134,618	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$12,177	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$121,246	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$84,258	ExcessRevenueOverExpensesAmt
Net Investment Income	$56,653	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$29,484	CashBOYAmt
Cash EOY	$4,834	CashEOYAmt
Cash EOYFMV	$4,834	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$154,211	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$94,950	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$94,950	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$1,794,473	OtherInvestmentsBOYAmt
Other Investments EOY	$1,797,982	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,615,653	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,978,168	TotalAssetsBOYAmt
Total Assets EOY	$1,897,766	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,715,437	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,978,168	CapitalStockBOYAmt
Capital Stock EOY	$1,897,766	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,978,168	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,897,766	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,978,168	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,897,766	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,978,168	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$84,258	ExcessRevenueOverExpensesAmt
Other Increases	$3,856	OtherIncreasesAmt
Subtotal	$1,897,766	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,897,766	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
24626.582 GLENMEDE FUND INC-CORE FIXED INCOME PORT	2024-08-01	$231,345	$264,871	-$33,526	-$33,526
1786.428 OAKMARK INTERNATIONAL FUND	2024-11-22	$45,143	$42,120	$3,023	$3,023
239. WCM FOCUSED INTERNATIONAL GROWTH FUND	2024-11-22	$6,138	$4,875	$1,263	$1,263
CAPITAL GAIN DIVIDENDS				$10,770		P
CAPITAL GAIN DIVIDENDS				$10,770		P
CAPITAL GAIN DIVIDENDS				$10,770		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$18,470	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$787	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$787	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$787	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,230	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$1,230	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$443	OverpaymentAmt
Applied To ES Tax	$443	AppliedToESTaxAmt
Refund	$0	RefundAmt

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
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	THE GLENMEDE TRUST CO NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2154196000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1650 MARKET ST SUITE 4000	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	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

Field	Value	IRS element (for citing)
Person	URSULA OTTE FAIRBAIRN	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O GLENMEDE TRUST CO NA	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	1	AverageHrsPerWkDevotedToPosRt
Compensation	$2,733	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Field	Value	IRS element (for citing)
Person	THE GLENMEDE TRUST COMPANY N A	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1650 MARKET STREET SUITE 4000	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT AND ACCOU	ServiceTypeTxt
Compensation	$0	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

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	$2,527,192	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$127,254	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,654,446	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,654,446	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$39,817	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,614,629	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$130,731	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$130,731	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$787	TaxBasedOnInvestmentIncomeAmt
Total Tax	$787	TotalTaxAmt
Distributable Before Adj	$129,944	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$129,944	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$129,944	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$121,246	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	$121,246	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$129,944	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$121,246	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$121,246	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$8,698	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
A NOISE WITHIN
3352 E FOOTHILL BLVD	Pasadena	CA	91107	NONE	PC	GENERAL CHARITABLE PURPOSE	$2,000
AMERICAN RED CROSS
PO BOX 37839	BOONE	IA	50037	NONE	PC	GENERAL CHARITABLE PURPOSE	$5,000
ASOLO THEATRE
5555 N TAMIAMI TRL	Sarasota	FL	34243	NONE	PC	GENERAL CHARITABLE PURPOSE	$2,000
CHURCH OF THE REDEEMER
222 S PALM AVENUE	Sarasota	FL	34236	NONE	PC	GENERAL CHARITABLE PURPOSE	$2,000
CORAL REEF ALLIANCE
1714 FRANKLIN ST SUITE 100-277	Oakland	CA	94612	NONE	PC	GENERAL CHARITABLE PURPOSE	$8,940
FAMILY PROMISE
71 SUMMIT AVENUE	SUMMIT	NJ	07901	NONE	PC	GENERAL CHARITABLE PURPOSE	$800
FLORIDA STUDIO THEATRE
1241 N PALM AVE	Sarasota	FL	34236	NONE	PC	GENERAL CHARITABLE PURPOSE	$3,000
OREGON WILD
5825 N GREELEY AVE	Portland	OR	97217	NONE	PC	GENERAL CHARITABLE PURPOSE	$1,500
PAPER MILL PLAYHOUSE
22 BROOKSIDE DR	MILLBURN	NJ	07041	NONE	PC	GENERAL CHARITABLE PURPOSE	$17,740
PASADENA PLAYHOUSE
39 S EL MOLINO AVE	Pasadena	CA	91101	NONE	PC	GENERAL CHARITABLE PURPOSE	$3,500
PLYMOUTH HARBOR FOUNDATION
700 JOHN RINGLING BLVD	Sarasota	FL	34236	NONE	PC	GENERAL CHARITABLE PURPOSE	$7,000
RINGLING COLLEGE LIBRARY ASSOCIATION
2700 N TAMIAMI TRL	Sarasota	FL	34234	NONE	PC	GENERAL CHARITABLE PURPOSE	$350
SARASOTA MEMORIAL HOSPITAL
1515 S OSPREY AVE 4	Sarasota	FL	34239	NONE	PC	GENERAL CHARITABLE PURPOSE	$2,000	FOUNDATION
SEEDS ACCESS
494 BROAD ST 105	Newark	NJ	07102	NONE	PC	GENERAL CHARITABLE PURPOSE	$4,000
SOLAR ONE
9-03 44TH ROAD UNIT 201	Long Island City	NY	11101	NONE	PC	GENERAL CHARITABLE PURPOSE	$4,000
SOUTHEASTERN GUIDE DOGS
4210 77TH ST E	Palmetto	FL	34221	NONE	PC	GENERAL CHARITABLE PURPOSE	$1,000
The Bach Choir of Bethlehem
440 HECKEWELDER PLACE	BETHLEHEM	PA	18018	NONE	PC	GENERAL CHARITABLE PURPOSE	$38,500
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100	Arlington	VA	22203	NONE	PC	GENERAL CHARITABLE PURPOSE	$4,000
THIRD RAIL REPARATORY THEATRE
2259 NW RALEIGH ST	Portland	OR	97210	NONE	PC	GENERAL CHARITABLE PURPOSE	$2,000
THISTLE FARMS
5122 CHARLOTTE AVE	Nashville	TN	37209	NONE	PC	GENERAL CHARITABLE PURPOSE	$400
WHITE HOUSE FELLOWS FOUNDATION
1750 PENNSYLVANIA AVENUE NW 300	Washington	DC	20006	NONE	PC	GENERAL CHARITABLE PURPOSE	$2,000
Westcoast Black Theatre Troupe of
1012 N ORANGE AVE	Sarasota	FL	34236	NONE	PC	GENERAL CHARITABLE PURPOSE	$2,500	Florida Inc
DONORS CHOOSE
134 WEST 37TH STREET 11TH FLOOR	New York	NY	10018	NONE	PC	GENERAL CHARITABLE PURPOSE	$150
NATIONAL ACADEMY HR FOUNDATION
68 W WATER STREET	Sag Harbor	NY	11963	NONE	PC	GENERAL CHARITABLE PURPOSE	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$116,380	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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$68,830	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	-$18,470	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	$50,360	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$50,360	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEE (NON-ALLOC	CategoryTxt
Amt	$3,500	Amt
Disbursements Charitable Prps	$3,500	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT	Desc
Amt	$3,856	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	CUSTODIAN & MANAGEMENT FEES (A	CategoryTxt
Amt	$10,213	Amt
Net Investment Income	$10,213	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$154	$154	$0
FEDERAL ESTIMATES - PRINCIPAL	$1,194	$0	$0
FOREIGN TAXES ON QUALIFIED FOR	$404	$404	$0
FOREIGN TAXES ON NONQUALIFIED	$40	$40	$0