WOODSHOUSE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WOODSHOUSE FOUNDATION (EIN 13-6983078)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202301309349100725
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T09:12:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132709344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEEHAN & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 ORINOCO DRIVE | AddressLine1Txt |
| City | BRIGHTWATERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136983078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSHOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2122966237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FAWCETT PLACE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDE RACTLIFFE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2122966237 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WENDE | PersonFirstNm |
| Person Last | RACTLIFFE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA BARRY | PreparerPersonNm |
| PTIN | P01281408 | PTIN |
| Phone | 6316657040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,934,346 | 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 | $1,006,915 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $85,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $907,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,579,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $907,654 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,099 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,099 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,004,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $997,619 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,696 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,454 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,407 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,419,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,419,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,493,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,419,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $511,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $930,758 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,341,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,305 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,305 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,239,426 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,235,458 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,981,310 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,456,234 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,560,583 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,322,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,833,965 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,934,346 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,211,514 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,211,514 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,111,020 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,622,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,322,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,833,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,322,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,833,965 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,322,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $511,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,833,965 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,833,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $94,324 | $95,254 | -$930 | -$930 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $473,922 | $389,591 | $84,331 | $84,331 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $16,767 | $2,438 | $14,329 | $14,329 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $571,766 | $456,861 | $114,905 | $114,905 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $55,314 | $8,025 | $47,289 | $47,289 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $109,508 | $111,725 | -$2,217 | -$2,217 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $718,062 | $518,826 | $199,236 | $199,236 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $539,827 | $89,116 | $450,711 | $450,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $907,654 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,658 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WENDE RACTLIFFE THOMAS FRAME | IndividualWithBooksNm |
| Phone | 2122966237 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FAWCETT PLACE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| WENDE RACTLIFFE | ||||||||
| 7 BOBOLINK LANE | GREENWICH | CT | 06830 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GRETCHEN BIGGS | ||||||||
| 15 FENWAY ROAD | WESTERLY | RI | 02891 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARTON W BIGGS | ||||||||
| 4026 RIVER ROAD | FABER | VA | 22938 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS FRAME | ||||||||
| 1 FAWCETT PLACE | GREENWICH | CT | 06830 | INVESTMENT MANAGER | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,659,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,605,605 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,264,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,264,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,080,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $604,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $604,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,938 | TotalTaxAmt |
| Distributable Before Adj | $591,107 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $591,107 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $591,107 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,419,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,419,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $591,107 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $241,227 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $522,085 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $317,972 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $674,370 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,818,172 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,419,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $591,107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $827,893 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,646,065 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $241,227 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,404,838 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,518 | ExcessFromYear4Amt |
| Excess From Year3 | $522,085 | ExcessFromYear3Amt |
| Excess From Year2 | $317,972 | ExcessFromYear2Amt |
| Excess From Year1 | $674,370 | ExcessFromYear1Amt |
| Excess From Current Year | $827,893 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 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 | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TRANSPARENCY | ||||||||||
| 3 GRANT SQ 355 | HINSDALE | IL | 60521 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $125,000 | |||
| CENTER FOR AGRICULTURAL RESILIENCE | ||||||||||
| 108 BROAD STREET N | BLUFFTON | GA | 39824 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $15,000 | |||
| CIRCLES FOR A RENEWAL OF CULTURE | ||||||||||
| 4251 N LINCOLN | CHICAGO | IL | 60618 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $12,000 | |||
| CORNELL FREE SPEECH ALLIANCE | ||||||||||
| 6 IMPERIAL WAY | SAN ANTOINIO | TX | 78248 | NONE | PF | TO SUPPORT THE ORGANIZATION'S MISSION | $15,000 | |||
| HAWTHORNE VALLEY ASSOCIATION INC | ||||||||||
| 327 COUNTY ROUTE 21C | GHENT | NY | 12075 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $15,000 | |||
| HSLDA GENERATION JOSHUA | ||||||||||
| HENRY CIRCLE | PURCELLVILLE | VA | 20132 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $75,000 | |||
| KING BAUDOUIN FOUNDATION UNITED STATES (KBFUS) | ||||||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $350,000 | |||
| MICHAEL STIFTUNG | ||||||||||
| NONE | NC | TO SUPPORT THE ORGANIZATION'S MISSION | $300,000 | 53227 BONN | DEUTSCHLAND | GM | ||||
| ORGANIC EYE | ||||||||||
| PO BOX 8 | LA FARGE | WI | 54639 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | |||
| QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT | ||||||||||
| 2000 PENNSYLVANIA AVE 7000 | WASHINGTON | DC | 20006 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||
| RESTORE CHILDHOOD | ||||||||||
| 130 W 71ST ST APT 3 | NEW YORK CITY | NY | 10023 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||
| RUDOLPH STEINER FOUNDATION | ||||||||||
| 1002 OREILLY AVENUE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $100,000 | |||
| STEINER BOOKS | ||||||||||
| 610 MAIN STREET | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $60,000 | |||
| THE FILM COLLABORATIVE | ||||||||||
| 3405 CAZADOR ST | LOS ANGELES | CA | 90065 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $25,000 | |||
| THOROUGHBRED PLACEMENT RESOURCES INC | ||||||||||
| 13130 MOLLY BERRY RD | UPPER MARLBORO | MD | 20772 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $7,000 | |||
| TRUEHOPE INSTITUTE | ||||||||||
| 9042 RIDGEPOINTE LN | NAMPA | ID | 83686 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | |||
| US RIGHT TO KNOW | ||||||||||
| 4096 PIEDMONT AVE 963 | OAKLAND | CA | 94611 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||
| WHITE COAT WASTE PROJECT | ||||||||||
| PO BOX 26029 | WASHINGTON | DC | 20001 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||
| WISCONSIN MONTESSORI SOCIETY INC | ||||||||||
| 345 N 95TH STREET | MILWAUKEE | WI | 53226 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $100,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,419,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $907,654 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PAYMENT | Desc |
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $4,099 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,866 | ExclusionAmt |
| Related Or Exempt Function Incm | $911,753 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $997,619 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION IS SOLELY A GRANT-MAKING ORGANIZATION AND INVESTS FUNDS TO PRODUCE INCOME TO MAKE SUCH GRANTS AND TO PAY EXPENSES OF ADMINISTERING THE FOUNDATION. THE AMOUNT SHOWN ON LINE 8 IS NOT DERIVED FROM ANY "TRADE OR BUSINESS" CONDUCTED BY THE FOUNDATION, BUT MERELY REFLECTS A NORMAL RETURN ON THE FOUNDATION'S ASSETS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WENDE RACTLIFFE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BOBOLINK LANE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,006,915 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 70 SHS ALPHABET INC CL A | $187,850 | 2022-03-03 |
| 1 | 1,500 SHS APPLE INC | $249,764 | 2022-03-03 |
| 1 | 60 SHS BOOKING HOLDINGS INC | $128,012 | 2022-03-03 |
| 1 | 700 SHS META PLATFORM INC | $143,452 | 2022-03-03 |
| 1 | 1,000 SHS MICROSOFT CORP | $297,837 | 2022-03-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STOCK CONTRIBUTIONS FROM DONOR SOLD ON SAME DAY | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 1, LINE 1A | FormAndLineReferenceDesc |
| Medium Explanation | ON MARCH 3, 2022, A DONOR CONTRIBUTED VARIOUS STOCKS AND THE ORGANIZATION SOLD THEM ON THE SAME DAY. THE STOCKS CONTRIBUTED AND SOLD ON MARCH 3, 2022 WERE 70 SHARES OF ALPHABET INC. CL A STOCK (PROCEEDS OF $187,850), 1,500 SHARES OF APPLE INC. (PROCEEDS OF $249,764), 60 SHARES OF BOOKING HOLDINGS INC. (PROCEEDS OF $128,012), 700 SHARES OF META PLATFORM INC. (PROCEEDS OF $143,452) AND 1,000 SHARES OF MICROSOFT CORP. (PROCEEDS OF $297,837). TOTAL PROCEEDS RECEIVED FROM THE CONTRIBUTED STOCK THAT WAS SOLD ON THE SAME DAY AS THE CONTRIBUTION AMOUNTED TO $1,006,915 AND, AS SUCH, THE PROCEEDS RECEIVED ARE REPORTED AS CONTRIBUTIONS ON THE ACCOMPANYING FORM 990-PF. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4700 ALPHABET INC CL C (GOOGL) | $185,982 | $417,031 |
| 2200 ALPHABET INC CL A (GOOGL) | $40,693 | $194,106 |
| 4950 AMAZON | $492,469 | $415,800 |
| 140 AUTOZONE | $161,240 | $345,265 |
| 1300 MASTERCARD | $68,738 | $452,049 |
| 1800 VISA | $67,222 | $373,968 |
| 3600 APPLE | $65,784 | $467,748 |
| 1500 DOLLAR GENERAL CORP | $95,954 | $369,375 |
| 280 MARKEL | $240,906 | $368,897 |
| 600 NESTLE SA CHAM ET VEVEY (NSRGF) | $39,648 | $69,720 |
| 800 NESTLE SPON ADR REP REG SHR (NSRGY) | $59,598 | $92,642 |
| 1566 STRYKER CORP | $108,269 | $382,871 |
| 900 THERMO FISHER SCIENTIFIC | $78,668 | $495,621 |
| 2050 BERKSHIRE HATHAWAY | $297,407 | $633,245 |
| 1775 META PLATFORMS INC CL A (FB) | $213,032 | $213,604 |
| 3000 MICROSOFT CORP | $141,234 | $719,460 |
| 2750 STARBUCKS | $157,278 | $272,800 |
| 2225 WALT DISNEY CO HLDG CO (DIS) | $241,200 | $193,308 |
| 1950 JOHNSON & JOHNSON (JNJ) | $248,592 | $344,468 |
| 2250 JPMORGAN CHASE & CO (JPM) | $220,823 | $301,725 |
| 1350 UNION PACIFIC | $84,029 | $279,545 |
| 3250 FISERV INC COM (FISV) | $359,592 | $328,478 |
| 1210 AMERICAN TOWER CORP (AMT) | $260,219 | $256,351 |
| 80 DEERE & CO (DE) | $28,699 | $34,301 |
| 1020 HOME DEPOT (HD) | $283,550 | $322,177 |
| 550 S&P GLOBAL INC COM (SPGI) | $184,241 | $184,217 |
| 60 UNITED HEALTH GP INC (UNH) | $31,167 | $31,811 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,239,426 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,235,458 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,000 | LegalFeesAmt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $59,407 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $59,407 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PAYMENT | Desc |
| Revenue And Expenses Per Books | $4,099 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,099 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDE RACTLIFFE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BOBOLINK LANE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,454 | $1,454 | $0 |
| EXCISE TAXES | $7,242 | $0 | $0 |