VAUGHAN W BROWN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- VAUGHAN W BROWN FAMILY FOUNDATION (EIN 47-3361069)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202341319349102164
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T12:41:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473361069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vaughan W Brown Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | VAUG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANK | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $982,455 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,371 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,380 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,561 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,446 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,421 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,421 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,421 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,921 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,194 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $343,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,103 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,103 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $612,195 | CorporateStockBOYAmt |
| Corporate Stock EOY | $835,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $854,352 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $956,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $963,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $982,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $956,065 | RetainedEarningBOYAmt |
| Retained Earning EOY | $963,259 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $956,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $963,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $956,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $963,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $956,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,194 | ExcessRevenueOverExpensesAmt |
| Subtotal | $963,259 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $963,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $244,551 | GrossSalesPriceAmt |
| Cost Or Other Basis | $195,171 | CostOrOtherBasisAmt |
| Gain Or Loss | $49,380 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $49,380 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,380 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $911 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $911 | SubtotalAmt |
| Tax Based On Investment Income | $911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Natalie Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Paula Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Frank D Brown III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Treas | 1.0 | $0 | $0 | $0 |
| Susannah Kavanaugh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $882,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,076,778 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,076,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,060,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $911 | TotalTaxAmt |
| Distributable Before Adj | $52,120 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,120 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,120 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,921 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $56,921 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,120 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $4,956 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $4,956 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,921 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,120 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,801 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,757 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,757 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,956 | ExcessFromYear4Amt |
| Excess From Current Year | $4,801 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 PAWS RESCUE TEAM INC | |||||||
| PO BOX 2908 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $500 |
| ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 3355 BERKMAR DR | CHARLOTTESVILLE | VA | 22901 | N/A | PC | General & Unrestricted | $1,000 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | General & Unrestricted | $500 |
| ARTISTS IN MIDDLEBURG | |||||||
| PO BOX 426 | MIDDLEBURG | VA | 20118 | N/A | PC | General & Unrestricted | $1,500 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA INTERNATIONAL SCHOOL INC | |||||||
| 2890 N FULTON DR NE | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA SPEECH SCHOOL INC | |||||||
| 3160 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $1,000 |
| BEAR HUG CATTLE COMPANY | |||||||
| 256 EAGLE ROCK AVE | ROSELAND | NJ | 07068 | N/A | PC | General & Unrestricted | $500 |
| BIG LIFE FOUNDATION USA | |||||||
| 1715 N HERON DR | RIDGEFIELD | WA | 98642 | N/A | PC | General & Unrestricted | $1,500 |
| BLAINE COUNTY RECREATION DISTRICT | |||||||
| 1050 FOX ACRES RD | HAILEY | ID | 83333 | N/A | GOV | Maintenance and operation of Galena Lodge | $1,500 |
| CARDIGAN MOUNTAIN SCHOOL | |||||||
| 62 ALUMNI DR | CANAAN | NH | 03741 | N/A | PC | General & Unrestricted | $1,000 |
| EAGLE MOUNT - BOZEMAN | |||||||
| 6901 GOLDENSTEIN LN | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $1,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | Photography/Art Department | $5,000 |
| GALLATIN VALLEY BACK COUNTRY HORSEMEN | |||||||
| PO BOX 3232 | BOZEMAN | MT | 59772 | N/A | PC | General & Unrestricted | $500 |
| GEORGIA CONSERVANCY INC | |||||||
| 230 PEACHTREE ST NW STE 2275 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $1,000 |
| GREAT ESCAPE INC | |||||||
| PO BOX 291 | HYGIENE | CO | 80533 | N/A | PC | General & Unrestricted | $350 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS | |||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $1,000 |
| HAVEN | |||||||
| PO BOX 752 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $500 |
| HEROES AND HORSES INC | |||||||
| 1445 WEAVER RD | BELGRADE | MT | 59714 | N/A | PC | General & Unrestricted | $500 |
| HOPES LEGACY EQUINE RESCUE INC | |||||||
| 5145 TAYLOR CREEK RD | AFTON | VA | 22920 | N/A | PC | General & Unrestricted | $2,000 |
| MEALS ON WHEELS OF CENTRAL MARYLAND INC | |||||||
| 515 S HAVEN ST | BALTIMORE | MD | 21224 | N/A | PC | General & Unrestricted | $1,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,000 |
| MONTANA RAPTOR CONSERVATION CENTER | |||||||
| PO BOX 4061 | BOZEMAN | MT | 59772 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 2600 VIRGINIA AVE NW STE 1100 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $2,000 |
| NORTHWEST PRESBYTERIAN CHURCH | |||||||
| 4300 NORTHSIDE DR | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $2,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $3,000 |
| OWL RESEARCH INSTITUTE INC | |||||||
| PO BOX 39 | CHARLO | MT | 59824 | N/A | PC | General & Unrestricted | $500 |
| POLICE ACTIVITIES LEAGUE OF AUSTIN | |||||||
| PO BOX 14484 | AUSTIN | TX | 78761 | N/A | PC | General & Unrestricted | $1,000 |
| PRESERVATION HOWARD COUNTY INC | |||||||
| PO BOX 406 | SIMPSONVILLE | MD | 21150 | N/A | PC | General & Unrestricted | $1,000 |
| REACH INC | |||||||
| 322 GALLATIN PARK DR | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $500 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | N/A | PC | General & Unrestricted | $1,500 |
| SOUTHEAST LLAMA RESCUE | |||||||
| 678 MILL CREEK RD | LURAY | VA | 22835 | N/A | PC | General & Unrestricted | $1,000 |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | General & Unrestricted | $1,000 |
| THE LISBON VOLUNTEER FIRE COMPANY | |||||||
| PO BOX 40 | LISBON | MD | 21765 | N/A | PC | General & Unrestricted | $1,000 |
| THE NEMOURS FOUNDATION - NEMOURS FUND FOR CHILDREN | |||||||
| 1600 ROCKLAND RD | WILMINGTON | DE | 19803 | N/A | PC | General & Unrestricted | $1,000 |
| THRIVE INC | |||||||
| 400 E BABCOCK ST | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $750 |
| UPPER PATUXENT ARCHAEOLOGY GROUP | |||||||
| 9944 CLARKSVILLE PIKE | ELLICOTT CITY | MD | 21042 | N/A | PC | Preservation and display of artifacts found at Patapsco Female Institute | $1,000 |
| VIRGINIA HISTORICAL SOCIETY | |||||||
| 428 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $500 |
| WARRIOR FOR LIFE FUND | |||||||
| 4915 BROAD ST | VIRGINIA BCH | VA | 23462 | N/A | PC | General & Unrestricted | $1,000 |
| WARRIORS & QUIET WATERS FOUNDATION | |||||||
| 351 EVERGREEN DR STE A | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $400 |
| WILD LOVE PRESERVE | |||||||
| 8202 NE STATE HWY 104 | KINGSTON | WA | 98346 | N/A | PC | General & Unrestricted | $1,000 |
| WILDLIFE CENTER OF VIRGINIA | |||||||
| PO BOX 1557 | WAYNESBORO | VA | 22980 | N/A | PC | General & Unrestricted | $1,500 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 266 WOODS HOLE RD MS 40 | WOODS HOLE | MA | 02543 | N/A | PC | General & Unrestricted | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,371 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,380 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,561 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $25,870 | $19,187 |
| AMERICAN STATES WATER CO | $23,313 | $25,914 |
| ANSYS INC | $22,400 | $16,911 |
| APA CORPORATION | $24,389 | $34,076 |
| BAKER HUGHES COMPANY | $21,112 | $24,510 |
| BLOCK INC | $22,783 | $11,940 |
| BOSTON SCIENTIFIC | $9,928 | $12,076 |
| CME GROUP, INC | $22,500 | $16,816 |
| COGNEX CORPORATION | $23,846 | $16,960 |
| ECOLAB INC | $23,892 | $19,651 |
| FIDELITY OVERSEAS FUND | $62,259 | $75,860 |
| GLOBE LIFE INC | $9,856 | $13,261 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $99,661 | $97,404 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $107,778 | $102,251 |
| ISHARES BARCLAYS MBS BOND FUND | $14,808 | $12,521 |
| ISHARES IBOXX $ INVESTMENT GRA | $28,132 | $25,303 |
| ISHARES MSCI GRW IDX | $3,375 | $4,188 |
| ISHARES RUSSELL MIDCAP G IN FD | $26,787 | $25,080 |
| ISHARES RUSSELL MIDCAP VALUE | $23,512 | $35,816 |
| ISHARES SILVER TRUST | $26,880 | $26,424 |
| ISHARES TRUST RUSSELL 1000 GRO | $7,513 | $16,068 |
| ISHARES TRUST RUSSELL 2000 VAL | $14,895 | $21,494 |
| ISHARES TRUST RUSSELL MIDCAP I | $21,679 | $33,725 |
| NEWMONT GOLDCORP CORPORATION | $12,688 | $33,040 |
| OBERWEIS INTERNATIONAL OPPORTU | $44,011 | $37,243 |
| PAYPAL HOLDINGS, INC | $23,165 | $14,956 |
| PFIZER INC | $9,908 | $14,091 |
| PIMCO 1 TO 5 YEAR US TIPS INDE | $30,004 | $28,675 |
| STANLEY BLACK & DECKER INC | $25,947 | $11,268 |
| XYLEM INC | $22,265 | $27,643 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,396 | $8,396 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $900 |
| 990-PF Excise Tax for 2021 | $546 |