VAUGHAN W BROWN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VAUGHAN W BROWN FAMILY FOUNDATION (EIN 47-3361069)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-19
- IRS object ID
- 202402639349100215
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-19T13:16:04-05:00 | 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 | 473361069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vaughan W Brown Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | VAUG | 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 | frank brown | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,011,615 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,921 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,921 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,224 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,145 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $11 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,990 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,990 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,990 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,145 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $128,103 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $104,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $104,247 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $835,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $835,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $907,368 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $963,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $939,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,011,615 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $963,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $939,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $963,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $939,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $963,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $939,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $963,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $939,403 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $939,403 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $322 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $322 | SubtotalAmt |
| Tax Based On Investment Income | $322 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $322 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $322 | TotalPaymentsAndCreditsAmt |
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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Natalie Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Paula Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Frank D Brown III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Treas | 1.0 | $0 | $0 | $0 |
| Susannah Kavanaugh | ||||||||
| 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 | $872,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,013 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,004,546 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,004,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,068 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $989,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,474 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,474 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $322 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $322 | TotalTaxAmt |
| Distributable Before Adj | $49,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,990 | 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 | $47,990 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,152 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $4,956 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $4,801 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,990 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,990 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,162 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,162 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,595 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,794 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,801 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,801 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | General & Unrestricted | $500 |
| ARTISTS IN MIDDLEBURG | |||||||
| PO BOX 426 | MIDDLEBURG | VA | 20118 | N/A | PC | General & Unrestricted | $1,500 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA INTERNATIONAL SCHOOL INC | |||||||
| 2890 N FULTON DR NE | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA SPEECH SCHOOL INC | |||||||
| 3160 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $1,000 |
| BIG LIFE FOUNDATION USA | |||||||
| 1715 N HERON DR | RIDGEFIELD | WA | 98642 | N/A | PC | General & Unrestricted | $2,000 |
| BLAINE COUNTY RECREATION DISTRICT | |||||||
| 1050 FOX ACRES RD | HAILEY | ID | 83333 | N/A | GOV | Maintenance and improvement of Galena Lodge | $1,500 |
| CARDIGAN MOUNTAIN SCHOOL | |||||||
| 62 ALUMNI DR | CANAAN | NH | 03741 | N/A | PC | General & Unrestricted | $1,500 |
| EAGLE MOUNT - BOZEMAN | |||||||
| 6901 GOLDENSTEIN LN | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $1,500 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | Jay Brown Photography Lab | $5,000 |
| GEORGIA CONSERVANCY INC | |||||||
| 230 PEACHTREE ST NW STE 2275 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $1,000 |
| HAVEN | |||||||
| 132 POND ROW | BOZEMAN | MT | 59718 | N/A | PC | General & Unrestricted | $1,500 |
| HOPES LEGACY EQUINE RESCUE INC | |||||||
| 5145 TAYLOR CREEK RD | AFTON | VA | 22920 | N/A | PC | General & Unrestricted | $2,500 |
| INTERNATIONAL NEIGHBORS | |||||||
| 224-A 9TH ST SW | CHARLOTTESVILLE | VA | 22903 | N/A | PC | General & Unrestricted | $750 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,500 |
| NORTHWEST PRESBYTERIAN CHURCH | |||||||
| 4300 NORTHSIDE DR | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $2,000 |
| POLICE ACTIVITIES LEAGUE OF AUSTIN | |||||||
| PO BOX 14484 | AUSTIN | TX | 78761 | N/A | PC | General & Unrestricted | $1,500 |
| REACH INC | |||||||
| 322 GALLATIN PARK DR | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $1,000 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | N/A | PC | General & Unrestricted | $1,500 |
| SOUTHEAST LLAMA RESCUE | |||||||
| 678 MILL CREEK RD | LURAY | VA | 22835 | N/A | PC | General & Unrestricted | $750 |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | General & Unrestricted | $1,000 |
| THRIVE INC | |||||||
| 407 S FERGUSON AVE | BOZEMAN | MT | 59718 | N/A | PC | General & Unrestricted | $1,500 |
| VIRGINIA HISTORICAL SOCIETY | |||||||
| 428 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $1,500 |
| WARRIOR FOR LIFE FUND | |||||||
| 4915 BROAD ST | VIRGINIA BCH | VA | 23462 | N/A | PC | General & Unrestricted | $1,500 |
| WILD LOVE PRESERVE | |||||||
| 8202 NE STATE HWY 104 | KINGSTON | WA | 98346 | N/A | PC | General & Unrestricted | $1,000 |
| WILDLIFE CENTER OF VIRGINIA | |||||||
| 1800 S DELPHINE AVE | WAYNESBORO | VA | 22980 | N/A | PC | General & Unrestricted | $2,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 266 WOODS HOLE RD MS 40 | WOODS HOLE | MA | 02543 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | 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 | $5,921 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,224 | 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 | |
| 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 | $23,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,145 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $25,870 | $17,491 |
| AMERICAN STATES WATER CO | $23,313 | $22,518 |
| ANSYS INC | $22,400 | $25,402 |
| APA CORPORATION | $24,389 | $26,192 |
| BAKER HUGHES COMPANY | $21,112 | $28,369 |
| BLOCK INC | $22,783 | $14,697 |
| BOSTON SCIENTIFIC | $9,928 | $15,088 |
| CME GROUP, INC | $22,500 | $21,060 |
| COGNEX CORPORATION | $23,846 | $15,026 |
| ECOLAB INC | $23,892 | $26,777 |
| FIDELITY OVERSEAS FUND | $62,259 | $90,473 |
| GLOBE LIFE INC | $9,856 | $13,389 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $99,661 | $98,448 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $107,778 | $104,247 |
| ISHARES BARCLAYS MBS BOND FUND | $14,808 | $12,701 |
| ISHARES IBOXX $ INVESTMENT GRA | $28,132 | $26,558 |
| ISHARES MSCI GRW IDX | $3,375 | $4,843 |
| ISHARES RUSSELL MIDCAP G IN FD | $26,787 | $31,338 |
| ISHARES RUSSELL MIDCAP VALUE | $23,512 | $39,539 |
| ISHARES SILVER TRUST | $26,880 | $26,136 |
| ISHARES TRUST RUSSELL 1000 GRO | $7,513 | $22,738 |
| ISHARES TRUST RUSSELL 2000 VAL | $14,895 | $24,076 |
| ISHARES TRUST RUSSELL MIDCAP I | $21,679 | $38,865 |
| NEWMONT GOLDCORP CORPORATION | $12,688 | $28,973 |
| OBERWEIS INTERNATIONAL OPPORTU | $44,011 | $38,895 |
| PAYPAL HOLDINGS, INC | $23,165 | $12,896 |
| PFIZER INC | $9,908 | $7,917 |
| PIMCO 1 TO 5 YEAR US TIPS INDE | $30,004 | $29,411 |
| STANLEY BLACK & DECKER INC | $25,947 | $14,715 |
| XYLEM INC | $22,265 | $28,590 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,965 | $7,965 |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $1,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2022 | CategoryTxt |
| Amt | $11 | Amt |