DONALD C MCGRAW FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DONALD C MCGRAW FOUNDATION INC (EIN 13-6165603)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349100012
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T09:40:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591498196 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH GRAHAM ELLINGSWORTH & PECARO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 NE FOURTH AVENUE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33483 | 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 | 136165603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD C MCGRAW FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 9045048593 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6398 | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD C MC GRAW III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9045048593 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | MC GRAW III | 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 | THOMAS A SMITH CPA | PreparerPersonNm |
| PTIN | P00954611 | PTIN |
| Phone | 5612767468 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
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 | $111,371,814 | 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 | $5,095,873 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,344,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,344,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $685,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,617,667 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $685,256 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,850 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,850 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,141,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,045,457 | 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 | $15,595 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,595 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,390 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,390 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $151,391 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,696 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,695 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $121,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,558 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,737 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,236 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $341,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $135,976 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,931 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,527,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,527,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,868,907 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $135,976 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,622,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,272,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,909,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,226,322 | CashBOYAmt |
| Cash EOY | $3,103,864 | CashEOYAmt |
| Cash EOYFMV | $3,103,864 | CashEOYFMVAmt |
| Acct Rcvbl | $18,528 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,860 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $18,528 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18,528 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $110,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $58,223 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $58,223 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $26,694,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,126,156 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $108,191,199 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,034,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,306,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $111,371,814 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,034,348 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,306,771 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,034,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,306,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,034,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,306,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,034,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,272,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,306,771 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,306,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DETAILS AVAILABLE UPON REQUEST-3006 | P | $653,455 | $595,234 | $58,221 | $58,221 |
| DETAILS AVAILABLE UPON REQUEST-3006 | P | $6,783,072 | $6,337,177 | $445,895 | $445,895 |
| CAPITAL GAIN DIVIDENDS-JPM | P | $177,132 | $177,132 | $177,132 | |
| BOOK VS. TAX BASIS ON SALES | P | $4,008 | $4,008 | $4,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $685,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,542 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,542 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,000 | 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 | $84,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $57,458 | OverpaymentAmt |
| Applied To ES Tax | $57,458 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | DONALD C MC GRAW III | IndividualWithBooksNm |
| Phone | 9045048593 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6398 | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33482 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DONALD C MCGRAW III | ||||||||
| 4001 N OCEAN BLVD | GULF STREAM | FL | 33483 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| DAVID C MCGRAW | ||||||||
| 44 SEAPUIT ROAD | OSTERVILLE | MA | 02655 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| J PATTERSON COOPER | ||||||||
| 3920 N FLAGLER DR 401 | WEST PALM BEACH | FL | 33407 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROBERT L W MCGRAW | ||||||||
| PO BOX 873 | SHEFFIELD | MA | 01257 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| THOMAS A SMITH | ||||||||
| 96 NE FOURTH AVENUE | DELRAY BEACH | FL | 33483 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JPMORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ASSET MANAGEMENT | ServiceTypeTxt |
| Compensation | $151,391 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $108,729,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,235,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $76,751 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,041,817 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,041,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,680,627 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,361,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,518,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,518,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,542 | TotalTaxAmt |
| Distributable Before Adj | $5,491,518 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,491,518 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,491,518 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,622,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,622,931 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,491,518 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,463,690 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,622,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,463,690 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,332,277 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 18 DEGREES FAMILY SERVICES FOR WESTERN MA | |||||||
| 480 WEST ST | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| 100 GARDENS | |||||||
| PO BOX 221831 | CHARLOTTE | NC | 28222 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| ADIRONDACK HEALTH FOUNDATION | |||||||
| PO BOX 120 | SARANAC LAKE | NY | 12983 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1324 BELMONT STREET | BROKTON | MA | 02301 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| AMERICAN CANCER SOCIETY HOPE LODGE | |||||||
| 1417 2121 SW 16TH ST | GAINSVILLE | FL | 32608 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| AMERICAN MUSEUM OF FLY FISHING | |||||||
| 4070 MAIN ST | MANCHESTER | VT | 05254 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| ARTS FOUNDATION OF CAPE COD | |||||||
| 396 MAIN STREET STE 10 | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $30,000 |
| BARNSTABLE CLEAN WATER COALITION | |||||||
| 864 MAIN ST | OSTERVILLE | MA | 02655 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| BARNSTABLE LAND TRUST | |||||||
| 1540 MAIN STREET | WEST BARNSTABLE | MA | 02668 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BARRINGTON STAGE COMPANY | |||||||
| 122 NORTH STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| BERKSHIRE AGRICULTURAL VENTURE | |||||||
| 314 MAIN STREET | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BERKSHIRE BOUNTY | |||||||
| 33 COMMONWEALTH AVE | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BERKSHIRE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1350 WEST STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $35,000 |
| BERKSHIRE COUNTY KID'S PLACE | |||||||
| 63 WENDELL AVENUE | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BERKSHIRE EDUCATION AND CORRECTION SERVICES | |||||||
| 467 CHESHIRE ROAD | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $100,000 |
| BERKSHIRE FILM AND MEDIA COLLABORATIVE | |||||||
| 66 ALLEN STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| BERKSHIRE GROWN | |||||||
| 314 MAIN STREET 15 | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| BERKSHIRE HORSE WORKS | |||||||
| PO BOX 214 | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| BERKSHIRE INNOVATION CENTER | |||||||
| 45 WOODLAWN AVE | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| BERKSHIRE RESOURCE PROJECT INC (THE MS SUPPORT FND) | |||||||
| 85 MAIN ST STE 202 | NORTH ADAMS | MA | 01247 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BERKSHIRE SCHOOL | |||||||
| 245 N UNDERMOUNTAIN ROAD | SHEFFIELD | MA | 01257 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BERKSHIRE SOUTH COMMUNITY CENTER | |||||||
| 15 CRISSEY ROAD | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION | |||||||
| 800 NORTH MAIN STREET | SHEFFIELD | MA | 01257 | NONE | 501(C)3 | GENERAL SUPPORT | $125,000 |
| BERKSHIRE UNITED WAY | |||||||
| 200 SOUTH STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BETHESDA HOSPITAL FOUNDATION | |||||||
| 2815 S SEACREST BLVD | BOYNTON BEACH | FL | 33435 | NONE | 501(C)3 | GENERAL SUPPORT | $250,000 |
| BIANCHI BARBAROTTA FOUNDATION | |||||||
| C/O JAY BARBAROTTA 41 ACORN DR | WINDSOR LOCKS | CT | 06996 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BIG BROTHERSSISTERS OF THE CAPE AND ISLANDS | |||||||
| 684 MAIN STREET | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BLUE COATS OF BARNSTABLE | |||||||
| 65 PINEWOOD ROAD | HYANNIS | MA | 02647 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| BOYS & GIRLS CLUB OF CAPE COD | |||||||
| 31 FRANK E HICKS DR | MASHPEE | MA | 02649 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PKWY STE 204 | WEST PALM BEACH | FL | 33407 | NONE | 501(C)3 | GENERAL SUPPORT | $100,000 |
| BRIDGES ASSOCIATES | |||||||
| SUNFLOWER MARKETPLACE | YARMOUTH PORT | MA | 02675 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SVC | |||||||
| 333 EAST STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| BRIGHAM AND WOMANS HOSPITAL | |||||||
| 46 NORTH STREET | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $300,000 |
| CAHOON MUSEUM OF AMERICAN ART | |||||||
| 4676 FALMOUTH ROAD | COTUIT | MA | 02635 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| CAMP BOGGY CREEK | |||||||
| 30500 BRANTLEY ROAD | EUSTIS | FL | 32736 | NONE | 501(C)3 | GENERAL SUPPORT | $45,000 |
| CAN DO MULTIPLE SCLEROSIS | |||||||
| 100 W BEAVER CREEK BLVDSTE 200 | AVON | CO | 81620 | NONE | 501(C)3 | GENERAL SUPPORT | $55,000 |
| CAPE COD ACADEMY | |||||||
| 50 OSTERVILLE W BARNSTABLE RD | OSTERVILLE | MA | 02655 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| CAPE COD COMMUNITY FOUNDATION | |||||||
| 261 WHITES PATH UNIT 2 | SOUTH YARMOUTH | MA | 02664 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| 32 MAIN STREET | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $100,000 |
| CAPE COD MARITIME MUSEUM | |||||||
| 135 SOUTH STREET | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $30,000 |
| CAPE COD SYMPHONY | |||||||
| 1060 FALMOUTH ROAD | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $100,000 |
| CAPE COD YMCA | |||||||
| 2245 IYANNNOUGH RD | WEST BARNSTABLE | MA | 02668 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| COMMUNITY ACCESS TO THE ARTS | |||||||
| 420 STOCKBRIDGE RD STE 2 | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| COMMUNITY HEATH PROGRAMS | |||||||
| 444 STOCK BRIDGE ROAD | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| COMMUNITY HOSPICE OF NORTHEAST FLORIDA | |||||||
| 511 CRILL AVE | PALATKA | FL | 32177 | NONE | 501(C)3 | GENERAL SUPPORT | $75,000 |
| COMMUNITY LEGAL AID | |||||||
| 370 MAIN STREET STE 200 | WORCESTER | MA | 01608 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| CONSTRUCT INC | |||||||
| 41 MAHAINE STREET | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| COTUIT CENTER FOR THE ARTS | |||||||
| 4404 FALMOUTH RD | COTUIT | MA | 02635 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| DANA FARBER CANER INSTITUTE | |||||||
| C/O HILLARY RAPUCCI 10 BROOKLINE DR | BROOKLINE | MA | 02455 | NONE | 501(C)3 | GENERAL SUPPORT | $250,000 |
| DREAMS COME TRUE | |||||||
| 6803 SOUTHPOINT PKWY | JACKSONVILLE | FL | 32216 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| DUFFY HEALTHCARE CENTER | |||||||
| 94 MAIN STREET | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| FAIRVIEW HOSPITAL-GREAT BARRINGTON MA | |||||||
| 29 LEWIS AVENUE | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| FORT TICONDEROGA | |||||||
| 102 FORT TI ROAD | TICONDEROGA | NY | 12883 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| FRANKLIN PIERCE UNIVERSITY | |||||||
| 40 UNIVERSITY DRIVE | RINDGE | NH | 03461 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| GOSNOLD INC | |||||||
| 200 TER HEUN DRIVE | FALMOUTH | MA | 02540 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| GREENAGERS INC | |||||||
| 62 UNDERMOUNTAIN RD PO BOX 157 | SOUTH EGREMONT | MA | 01258 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| HANCOCK SHAKER VILLAGE | |||||||
| 1843 W HOUSATONIC ST | PITTSFIELD | MA | 00201 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| HERITAGE PLANTATION OF SANDWICH | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | NONE | 501(C)3 | GENERAL SUPPORT | $150,000 |
| HILLCREST EDUCATION CENTERS | |||||||
| 788 SOUTH STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $40,000 |
| HOOSAC SCHOOL | |||||||
| 14 PINE VALLEY ROAD | HOOSICK | NY | 12089 | NONE | 501(C)3 | GENERAL SUPPORT | $100,000 |
| HOSPICE CARE IN THE BERKSHIRES | |||||||
| 369 SOUTH STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| HOSPICE OF PALM BEACH COUNTY INC | |||||||
| 1625 S CONGRESS AVE 100 | DELRAY BEACH | FL | 33445 | NONE | 501(C)3 | GENERAL SUPPORT | $75,000 |
| HOUSING ASSISTANCE CORP | |||||||
| 46O W MAIN STREET | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| JACKSONVILLE HUMANE SOCIETY | |||||||
| 8464 BEACH BLVD | JACKSONVILLE | FL | 32216 | NONE | 501(C)3 | GENERAL SUPPORT | $75,000 |
| JACKSONVILLE ZOO | |||||||
| 370 ZOO PARKWAY | JACKSONVILLE | FL | 32218 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| JEEP SULLIVAN WOUNDED WARRIOR | |||||||
| 1460 BOSWELL ROAD | BONIFAY | FL | 32425 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| KAUAI ANIMAL EDUCATION CENTER | |||||||
| 1234 UILAMA RD | KAPAA | HI | 96746 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| KAUAI FOOD BANK | |||||||
| 3285 WAAPA ROAD | LIHUE | HI | 96766 | NONE | 501(C)3 | GENERAL SUPPORT | $6,500 |
| KAUAI HABITAT FOR HUMANITY | |||||||
| PO BOX 28 | ELEELE | HI | 96705 | NONE | 501(C)3 | GENERAL SUPPORT | $14,000 |
| KAUAI LIFEGUARDS ASSOCIATION | |||||||
| 5728 NONI ST | KAPAA | HI | 96746 | NONE | 501(C)3 | GENERAL SUPPORT | $6,000 |
| KORE FOUNDATION | |||||||
| 695 NASHVILLE PIKE 101 | GALLATIN | TN | 37066 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| LAW ENFORCEMENT OFFICERS SUPPORT FND | |||||||
| 31 HOLMES TERRACE | PLYMOUTH | MA | 02360 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| LEADERSHIP KAUAI | |||||||
| PO BOX 1567 | LIHUE | HI | 96766 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| LIFESCAPE FOUNDATION SOUTH DAKOTA | |||||||
| 1020 W 18TH STREET | SIOUX FALLS | SD | 57104 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| LITERACY ALLIANCE OF NORTHEAST FLORIDA | |||||||
| 40 EAST ADAMS ST LL30 | JACKSONVILLE | FL | 32202 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| LITERACY COALITION OF PALM BEACH COUNTY | |||||||
| 3651 QUANTUM BLVD | BOYNTON BEACH | FL | 33426 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| LITERACY NETWORK OF SOUTH BERKSHIRE | |||||||
| 100 MAIN STREET | LEE | MA | 01238 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| LOGGERHEAD MARINELIFE CENTER | |||||||
| 14200 US HWY 1 | JUNO BEACH | FL | 33408 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| MALAMA KAUAI | |||||||
| PO BOX 1414 | KILAUEA | HI | 96754 | NONE | 501(C)3 | GENERAL SUPPORT | $15,500 |
| MALIVAI WASHINGTON KIDS FOUNDATION | |||||||
| 1096 W 6TH ST | JACKSONVILLE | FL | 32209 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| MASSACHUSETTS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| MASSACHUSETTS COLLEGE OF LIBERAL ARTS | |||||||
| 375 CHURCH ST | NORTH ADAMS | MA | 01247 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| MAYO CLINIC JACKSONVILLE | |||||||
| 824 CHILDRENS WAY | JACKSONVILLE | FL | 32207 | NONE | 501(C)3 | GENERAL SUPPORT | $250,000 |
| MAYO CLINIC-TRANSLATIONAL NEUROIMMUNOLOGY LAB | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | 501(C)3 | GENERAL SUPPORT | $200,000 |
| MIRA COALITION | |||||||
| 105 CHAUNCY ST 901 | BOSTON | MA | 02111 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| MSPCA CAPE COD | |||||||
| 1577 FALMOUTH ROAD | CENTERVILLE | MA | 02632 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| MYSTIC SEAPORT | |||||||
| 75 GREENMANVILLE AVE PO BOX 6000 | MYSTIC | CT | 06355 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| NAMI CAPE COD | |||||||
| 5 MARK LANE 3 | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $100,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 91891 | WASHINGTON | DC | 20090 | NONE | 501(C)3 | GENERAL SUPPORT | $250,000 |
| NATIONAL MS SOCIETY-NORTH FLORIDA CHAPTER | |||||||
| 8940 WESTERN WAY STE16 | JACKSONVILLE | FL | 32256 | NONE | 501(C)3 | GENERAL SUPPORT | $250,000 |
| NEW YORK SKI EDUCATIONAL FOUNDATION | |||||||
| 5021 NY-86 | WILMINGTON | NY | 12997 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| NORTHWOOD SCHOOL | |||||||
| 92 NORTHWOOD RD | LAKE PLACID | NY | 12946 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| OSTERVILLE FREE LIBRARY | |||||||
| 2028 43 WIANNO AVE | OSTERVILLE | MA | 02655 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| OSTERVILLE HISTORICAL SOCIETY | |||||||
| 155 W BAY ROAD | OSTERVILLE | MA | 02655 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| PALM BEACH ZOO AND CONSERVATION SOCIETY | |||||||
| 1302 SUMMIT BLVD | WEST PALM BEACH | FL | 33405 | NONE | 501(C)3 | GENERAL SUPPORT | $125,000 |
| PITTSFIELD BOYS AND GIRLS CLUB | |||||||
| 16 MELVILLE STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| PITTSFIELD YMCA | |||||||
| 292 NORTH STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| PLAY TO LEAD FOUNDATION | |||||||
| C/O ETHAN KLEPETAR 342 MAIN ST | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| RAILROAD STREET YOUTH PROJECT | |||||||
| P O BOX 698 | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| ROGER WILLIAMS UNIVERSITY | |||||||
| 1 OLD PERRY ROAD | BRISTOL | RI | 02809 | NONE | 501(C)3 | GENERAL SUPPORT | $100,000 |
| ROOTS RISING | |||||||
| PO BOX 1805 | PITTSFIELD | MA | 01202 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| SPAULDING REHABILITATION HOSPITAL CAPE COD | |||||||
| 311 SERVICE ROAD | EAST SANDWICH | MA | 02537 | NONE | 501(C)3 | GENERAL SUPPORT | $150,000 |
| ST PETERS CHURCH | |||||||
| 421 WIANNO AVE | OSTERVILLE | MA | 02655 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| SECOND CHANCE INITIATIVE | |||||||
| 7400 N FEDERAL HWY A8 | BOCA RATON | FL | 33487 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| STURGIS MOTORCYCLE MUSEUM AND HALL OF FAME | |||||||
| 999 MAIN STREET | STURGIS | SD | 57785 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| TAPESTRY HEALTH | |||||||
| 1985 MAIN ST 2ND FL STE 202 | SPRINGFIELD | MA | 01103 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| THIRD WAY CENTER INC | |||||||
| PO BOX 61385 | DENVER | CO | 80206 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| TRINITY PAWLING SCHOOL | |||||||
| 700 NY-22 | PAWLING | NY | 12564 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| TRUDEAU INSTITUTE | |||||||
| 154 ALGONQUIN AVE | SARANAC LAKE | NY | 12983 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| VILAR PERFORMING ARTS CENTER | |||||||
| 68 AVONDALE LANE | BEAVER CREEK | CO | 81620 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| VOLUNTEERS IN MEDICINE | |||||||
| 777 MAIN STR STE 4 | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $35,000 |
| WELLSTRONG INC | |||||||
| 6 ALPHONSE STREET | FALMOUTH | MA | 02536 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| WHEELS THROUGH TIME MUSEUM | |||||||
| 62 VINTAGE LN | MAGGIE VALLEY | NC | 28751 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| YWCA OF KAUAI | |||||||
| 3094 ELUA ST | LIHUE | HI | 96766 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| YWCA OF KAUAI-FRIENDS OF KAMALANI AND LYDGATE PARK | |||||||
| 3094 ELUA ST | LIHUE | HI | 96766 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,527,000 | 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 | $1,344,351 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,850 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $685,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,045,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,045,457 | TotalIncomeProducingActyAmt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD C MCGRAW LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JPMORGAM CHASE BANK NA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10179 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,095,873 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,390 | Amt |
| Net Investment Income | $11,390 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $28,126,156 | BookValueAmt |
| EOYFMV | $108,191,199 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $15,595 | LegalFeesAmt |
| Net Investment Income | $15,595 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $40,473 | $20,237 | $20,236 |
| ANNUAL REPORT | $1,500 | $1,500 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JPMORGAN CHASE BANK NA-7009 | Desc |
| Revenue And Expenses Per Books | $15,850 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,850 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $151,391 | Amt |
| Net Investment Income | $75,696 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75,695 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $110,000 | $0 | $0 |
| FOREIGN TAX PAID | $11,558 | $11,558 | $0 |