JENNIFER AND JONATHAN BLUM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JENNIFER AND JONATHAN BLUM FOUNDATION (EIN 83-1358018)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202501359349101205
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T07:50:08-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831358018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer and Jonathan Blum Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BLUM | 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 | jennifer blum | PersonNm |
| Person Title | co-president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-05-13 | 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 | 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 | $1,612,675 | 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 | $7,806 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,806 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,521,719 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,976 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,088 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,315 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,982 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,773 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,773 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,773 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,773 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $384,585 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $265,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $265,146 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $39,700 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,027,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,137,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,327,744 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $88,990 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,700 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,785 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,540,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,422,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,612,675 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,540,695 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,422,566 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,540,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,422,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,540,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,422,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,540,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,129 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,422,566 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,422,566 | 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 | $1,521,719 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,446,743 | CostOrOtherBasisAmt |
| Gain Or Loss | $74,976 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $74,976 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,976 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,429 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,429 | SubtotalAmt |
| Tax Based On Investment Income | $1,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $271 | OverpaymentAmt |
| Applied To ES Tax | $271 | 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 |
|---|---|---|---|---|---|---|---|---|
| Amanda Vance Blum | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Andrew Davis Blum | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Christopher Guion Blum | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Jennifer Blum | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Jonathan Blum | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Treas | 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 | $1,474,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,710,537 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,710,537 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,684,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,429 | TotalTaxAmt |
| Distributable Before Adj | $82,815 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,815 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,815 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,773 | 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 | $211,773 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,815 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $53,068 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,613 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $137,249 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $118,830 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $619,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,773 | QualifyingDistributionsAmt |
| Applied To Current Year | $82,815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,958 | RemainingDistriFromCorpusAmt |
| Total Corpus | $748,732 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $53,068 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $695,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,613 | ExcessFromYear4Amt |
| Excess From Year3 | $137,249 | ExcessFromYear3Amt |
| Excess From Year2 | $118,830 | ExcessFromYear2Amt |
| Excess From Year1 | $224,014 | ExcessFromYear1Amt |
| Excess From Current Year | $128,958 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jennifer Blum | ContributingManagerNm |
| Contributing Manager | Jonathan Blum | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ISLAND GROWN INITIATIVE LTD | |||||||
| PO BOX 622 | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $10,000 |
| ISLAND HEALTH INC | |||||||
| PO BOX 1619 | WEST TISBURY | MA | 02575 | N/A | PC | Medical Clinic | $10,000 |
| MARTHAS VINEYARD FILM SOCIETY INC | |||||||
| PO BOX 4423 | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $10,000 |
| MARTHAS VINEYARD MUSEUM INC | |||||||
| 151 LAGOON POND RD | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $11,500 |
| MARTHAS VINEYARD MUSEUM INC | |||||||
| 151 LAGOON POND RD | VINEYARD HVN | MA | 02568 | N/A | PC | Edgartown Lighthouse | $10,000 |
| MARTHAS VINEYARD MUSEUM INC | |||||||
| 151 LAGOON POND RD | VINEYARD HVN | MA | 02568 | N/A | PC | Centennial Campaign | $25,000 |
| MARTHAS VINEYARD PRESERVATION TR INC | |||||||
| PO BOX 5277 | EDGARTOWN | MA | 02539 | N/A | PC | General & Unrestricted | $10,000 |
| MV YOUTH INC | |||||||
| 5 BASSWOOD LN | CHILMARK | MA | 02535 | N/A | PC | Scholarship Fund | $5,000 |
| NATIONAL FILM PRESERVE LTD | |||||||
| 800 JONES ST | BERKELEY | CA | 94710 | N/A | PC | Telluride Film Festival | $30,000 |
| SANCTUARY AT HOMESTEAD | |||||||
| 5413 N TIMBER CREEK DR | MILFORD | OH | 45150 | N/A | PC | General & Unrestricted | $30,000 |
| SHERIFFS MEADOW FOUNDATION | |||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $1,500 |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | |||||||
| BLDG 402 UNI OF CA SANTA BARBA | SANTA BARBARA | CA | 93106 | N/A | PC | Charitable Event | $15,000 |
| VINEYARD CONSERVATION SOCIETY INC | |||||||
| PO BOX 2189 | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $30,000 |
| YOUNG MENS CHRISTIAN ASSOC BLUE RIDGE ASSEMBLY | |||||||
| 84 BLUE RIDGE CIR | BLACK MTN | NC | 28711 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,000 | 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 | $7,806 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,306 | 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 | $69,829 | 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 | $114,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,941 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO CO - 4.100% - 06/0 | BondNm |
| EOY Book Value | $19,700 | EOYBookValueAmt |
| EOYFMV | $19,785 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $18,247 | $27,449 |
| AMAZON COM | $24,515 | $44,317 |
| AMERICAN ELECTRIC POWER INC | $9,977 | $11,437 |
| APPLE INC | $24,640 | $31,303 |
| ARK AUTONOMOUS TECHNOLOGY & RO | $8,093 | $7,648 |
| ARK FINTECH INNOVATION ETF | $8,074 | $7,743 |
| ARK GENOMIC REVOLUTION MULTI S | $8,162 | $7,746 |
| ARK INNOVATION ETF | $8,052 | $7,550 |
| ARK SPACE EXPLORATION & INNOVA | $8,136 | $7,788 |
| BOSTON SCIENTIFIC | $11,304 | $12,415 |
| CHIPOTLE MEX GRILL | $19,140 | $20,562 |
| COLGATE-PALMOLIVE COMPANY | $30,143 | $31,364 |
| CONSOLIDATED EDISON INC | $6,726 | $6,157 |
| D R HORTON | $30,860 | $42,785 |
| DANAHER CORP | $5,506 | $5,509 |
| DOMINION ENERGY INC | $8,675 | $9,587 |
| DUKE ENERGY CO | $10,976 | $11,851 |
| EDISON INTL | $7,315 | $8,224 |
| ENTERGY CORP | $4,293 | $4,852 |
| GOLDMAN SACHS GROUP | $6,208 | $10,880 |
| HOME DEPOT INC | $8,323 | $7,780 |
| INTUITIVE SURGICAL | $18,418 | $22,966 |
| ISHARE SP SMALL CAP 600 INDEX | $16,908 | $15,555 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $81,280 | $81,652 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $86,051 | $85,044 |
| ISHARES BARCLAYS US TREASURY B | $28,838 | $29,070 |
| ISHARES RUSSELL 2000 | $8,200 | $8,176 |
| ISHARES TR S & P MIDCAP 400 IN | $17,106 | $15,827 |
| KEURIG DR PEPPER INC | $8,077 | $8,062 |
| LENNAR CORP | $29,327 | $41,184 |
| MCDONALD'S CORP | $16,297 | $15,944 |
| META PLATFORMS INC | $11,942 | $39,229 |
| MICROSOFT CORP | $20,134 | $31,191 |
| MR COOPER GROUP INC | $16,820 | $20,450 |
| NEXTERA ENERGY, INC | $10,398 | $11,399 |
| NISOURCE INC | $7,583 | $8,161 |
| PEPSICO INC | $12,537 | $12,013 |
| PG & E CORP | $6,714 | $8,153 |
| PHILIP MORRIS INTL | $24,464 | $23,348 |
| PROCTER GAMBLE CO | $24,486 | $25,818 |
| PUBLIC SVC ENTERPRISE GROUP IN | $8,835 | $8,787 |
| PULTE GROUP INC | $30,998 | $53,252 |
| ROSS STORES, INC | $12,069 | $11,950 |
| SKYLINE CHAMPION CORP | $5,942 | $5,638 |
| SOUTHERN CO | $7,446 | $8,150 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $162,898 | $163,019 |
| SPDR S&P MIDCAP 400 EFT TRUST | $14,987 | $14,809 |
| STRYKER CORPORATION | $17,115 | $16,922 |
| TAYLOR MORRISON HOME CORP | $5,941 | $5,448 |
| THE COCA-COLA CO | $17,338 | $17,059 |
| THERMO FISHER SCIENTIFIC INC | $5,240 | $5,202 |
| TJX COMPANIES INC | $16,349 | $17,276 |
| TOLL BROTHERS INC | $22,312 | $22,797 |
| UNITEDHEALTH GROUP INC | $7,414 | $7,588 |
| VANGUARD MID-CAP ETF | $14,199 | $13,471 |
| WAL-MART STORES INC | $42,594 | $77,340 |
| YUM BRANDS INC | $33,098 | $50,847 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,748 | $12,748 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $17,315 | Amt |
| Net Investment Income | $17,315 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $1,700 |
| 990-PF Excise Tax for 2023 | $2,282 |