JEAN GAULIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JEAN GAULIN FOUNDATION (EIN 06-6519973)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-03-07
- IRS object ID
- 202330669349100108
- Schema version
- 2021v4.1
- 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
- Borrowed Funds Election
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-07T07:03:29-08:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard W Hayden CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 Iroquois Street Apt 1414 | AddressLine1Txt |
| City | Shrub Oak | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10588 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066519973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jean Gaulin Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 9145845398 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10859 Spicewood Trail | AddressLine1Txt |
| City | Boynton Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jean Gaulin | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2023-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jean | PersonFirstNm |
| Person Last | Gaulin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Hayden | PreparerPersonNm |
| PTIN | P00645709 | PTIN |
| Phone | 9145845398 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,937,372 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,856 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,856 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,856 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $102,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,446 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $102,446 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,108,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,053 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $231,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,355 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $104,302 | TotalAdjNetIncmAmt |
| Interest Rev And Expnss | $47,933 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $47,933 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,074 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,074 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $73,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73,905 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $135,912 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $135,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $382,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $382,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $517,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $135,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$286,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,443 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $104,302 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $704,434 | CashBOYAmt |
| Cash EOY | $100,193 | CashEOYAmt |
| Cash EOYFMV | $100,193 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,825,074 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,633,002 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,837,179 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $490,244 | CorporateBondsBOYAmt |
| Total Assets BOY | $6,019,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,733,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,937,372 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,500,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,500,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,500,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,519,752 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,233,195 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,519,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,233,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,019,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,733,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,519,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$286,557 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,233,195 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,233,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 67,000 Mercadolibre | P | 1971-01-02 | 2021-12-10 | $80,084 | $39,307 | $40,777 | $40,777 |
| 408 Atlas Copco | P | 2018-01-10 | 2022-03-04 | $20,396 | $13,689 | $6,707 | $6,707 |
| 12 DSV | P | 2018-01-10 | 2022-03-10 | $1,042 | $490 | $552 | $552 |
| 255 DSV | P | 2018-01-10 | 2022-03-11 | $22,022 | $10,407 | $11,615 | $11,615 |
| 598 Tawan Semiconductor | P | 2018-01-10 | 2022-03-11 | $59,634 | $24,653 | $34,981 | $34,981 |
| 1,958 Wuxi Biologics | P | 2021-02-01 | 2022-04-01 | $33,917 | $57,917 | -$24,000 | -$24,000 |
| 5 DSV | P | 2018-01-10 | 2022-04-29 | $400 | $204 | $196 | $196 |
| 220 DSV | P | 2018-01-10 | 2022-05-05 | $17,654 | $8,978 | $8,676 | $8,676 |
| 3684.81 DFA Inv Dimensions | P | 2021-01-20 | 2022-07-28 | $150,930 | $139,414 | $11,516 | $11,516 |
| 19,167.64 DFA Inv Dimensions | P | 2021-01-20 | 2022-07-28 | $403,671 | $367,360 | $36,311 | $36,311 |
| 1,968 Flexshares | P | 2021-01-20 | 2022-07-29 | $103,273 | $90,023 | $13,250 | $13,250 |
| 3,485 Vanguard Value | P | 2021-12-22 | 2022-07-29 | $470,159 | $497,989 | -$27,830 | -$27,830 |
| 5,966 Vanguard ST Value | P | 2021-09-21 | 2022-07-29 | $459,819 | $490,244 | -$30,425 | -$30,425 |
| 267 CSL | P | 2021-01-21 | 2022-07-01 | $24,756 | $14,862 | $9,894 | $9,894 |
| 18 Mettler Toledo | P | 2018-09-12 | 2022-07-06 | $20,807 | $10,807 | $10,000 | $10,000 |
| 36 Lonza Group | P | 2020-08-07 | 2022-07-08 | $2,144 | $2,384 | -$240 | -$240 |
| 65 Resmed | P | 2018-12-31 | 2022-07-08 | $14,256 | $7,378 | $6,878 | $6,878 |
| 411 Lonza Group | P | 2021-01-22 | 2022-07-11 | $23,199 | $25,645 | -$2,446 | -$2,446 |
| 33 Resmed | P | 2018-12-31 | 2022-07-11 | $7,205 | $3,746 | $3,459 | $3,459 |
| 570 Shopify | P | 2018-05-02 | 2022-08-17 | $22,290 | $7,102 | $15,188 | $15,188 |
| 401 Tawan Semiconductor | P | 2021-01-22 | 2022-08-23 | $34,954 | $16,363 | $18,591 | $18,591 |
| 23 SPDR S&P 500 | P | 2020-03-02 | 2022-10-17 | $8,191 | $6,813 | $1,378 | $1,378 |
| 2,096 Swab - Emefging MKTS | P | 2022-07-27 | 2022-11-16 | $49,868 | $52,321 | -$2,453 | -$2,453 |
| 53 ASML Holdings | P | 2021-01-20 | 2022-11-10 | $26,376 | $9,500 | $16,876 | $16,876 |
| 19 AIA Group | P | 2020-09-15 | 2022-11-16 | $726 | $803 | -$77 | -$77 |
| 693 AIA Group | P | 2021-01-20 | 2022-11-17 | $26,791 | $27,801 | -$1,010 | -$1,010 |
| 506 Shenzhou Int, Group | P | 2021-01-20 | 2022-11-28 | $4,082 | $12,890 | -$8,808 | -$8,808 |
| 1.726 Shenzhou Int, Group | P | 2021-01-20 | 2022-11-29 | $13,985 | $42,111 | -$28,126 | -$28,126 |
| Capital Gain Distribution | P | $5,623 | $5,623 | $5,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,053 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$55,085 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,327 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,327 | SubtotalAmt |
| Tax Based On Investment Income | $1,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,073 | OverpaymentAmt |
| Applied To ES Tax | $9,073 | 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 | false | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Hayden | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9145845398 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1460 Iroquois St | AddressLine1Txt |
| City | Shrub Oak | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10588 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jean Gaulin | ||||||
| 10859 Spicewood Trail | Boynton Beach | FL | 33436 | Director | 0.00 | $0 |
| Mathieu Gaulin | ||||||
| 10859 Spicewood Trail | Boynton Beach | FL | 33436 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,427,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $320,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,747,834 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $1,500,000 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,247,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,139,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $356,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $356,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,327 | TotalTaxAmt |
| Distributable Before Adj | $355,629 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $355,629 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $355,629 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $382,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $355,629 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $378,972 | UndistributedIncomePYAmt |
| Qualifying Distributions | $382,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $378,972 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,028 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $352,601 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Community Child Care Center of Delr | ||||||||||||
| 555 NW 4th Street | Delray Beach | FL | 33444 | none | PC | Endowment | $35,000 | |||||
| Help Hope Lilve Inc | ||||||||||||
| 100 Matsonford Road | Radnor | PA | 19087 | none | PC | Endowment | $2,000 | |||||
| Baptist Health South Florida Founda | ||||||||||||
| 6855 Red Road | Coral Gables | FL | 33143 | none | PC | Endowment | $50,000 | |||||
| Greater Boston Food Bank | ||||||||||||
| 70 S Bay Avenue | Boston | MA | 02118 | none | PC | Endowment | $100,000 | |||||
| Atlantic Salmon Federation | ||||||||||||
| PO Box 807 | Calais | ME | 04619 | none | PC | Endowment | $5,000 | |||||
| Fenway Community Health Center | ||||||||||||
| 142 Berkeley Street | Boston | MA | 02216 | none | PC | Endowment | $25,000 | |||||
| Planned Parenthood Federation of Am | ||||||||||||
| 123 William Street | New York | NY | 10038 | PC | Endowment | $25,000 | ||||||
| Jeunesse AU SoleilSun Youth Organ | ||||||||||||
| none | PC | Endowment | $80,000 | 4251 St - Urbain St | Montreal | Quebec | CA | H2W 1V6 | ||||
| Foundation Pere Sablon Foundation | ||||||||||||
| none | PC | Endowment | $40,000 | 4265 Avenue Papineau | Montreal | Quebec | CA | H2W 1T3 | ||||
| University of Montreal | ||||||||||||
| none | PC | Endowment | $20,000 | PO Box 6128 Centre-Ville Station | Montreal | Quebec | CA | H3C 3J7 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $382,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,856 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $102,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $127,053 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,302 | ExclusionAmt |
| Related Or Exempt Function Incm | $127,053 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,355 | 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 |
Borrowed Funds Election BorrowedFundsElection
Borrowed Funds BorrowedFundsGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Northern Trust Cpmany | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 803878 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election Statement | The private foundation elects to treat repayments of loan principal as qualifying distributions. | ElectionStatementTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Accounting Fees | $2,500 | $2,500 |
| Foreign Withholding Taxes | $4,277 | $4,277 |
| Management Fees | $67,893 | $67,893 |
| Miscellaneous | -$765 | -$765 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | loan Payable | Desc |
| BOY Book Value | $1,500,000 | BOYBookValueAmt |
| EOY Book Value | $1,500,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Estimated Taxes | $10,400 | $10,400 |
| Prior Yers Federal Income Tax | $3,674 | $3,674 |