DONALD C MCGRAW FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DONALD C MCGRAW FOUNDATION INC (EIN 13-6165603)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202521289349102587
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T15:14:35-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A SMITH CPA | PreparerPersonNm |
| PTIN | P00954611 | PTIN |
| Phone | 5612767468 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $138,918,822 | 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 | $95,873 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,692,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,692,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,738,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,946,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,738,869 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,162 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,162 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,544,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,448,257 | 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 | $8,771 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,771 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,114 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,114 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,356 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,178 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $78,178 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,660 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,071 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,162 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,029 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,029 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $296,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,207 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,530,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,530,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,826,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,621,207 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,718,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,319,094 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $836,490 | CashBOYAmt |
| Cash EOY | $884,051 | CashEOYAmt |
| Cash EOYFMV | $884,051 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $20,607 | AcctRcvblBOYAmt |
| Prepaid Expenses EOY | $59,542 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $59,542 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $30,417,684 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,023,299 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $137,975,229 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,274,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,966,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $138,918,822 | 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 | $31,274,781 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,966,892 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,274,781 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,966,892 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,274,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,966,892 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,274,781 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,718,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,992,848 | SubtotalAmt |
| Other Decreases | $25,956 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,966,892 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS - JPM | P | $12,410 | $12,410 | $12,410 | |
| DETAILS AVAILABLE UPON REQUEST | P | $1,944,361 | $129,803 | $129,803 | $1,814,558 |
| DETAILS AVAILABLE UPON REQUEST | P | $8,732,177 | $1,347,344 | $1,347,344 | $7,384,833 |
| DETAILS AVAILABLE UPON REQUEST | P | $8,257,651 | $8,249,312 | $8,249,312 | $8,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,738,869 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $157,335 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $157,335 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $157,335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $172,000 | 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 | $172,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $993 | EsPenaltyAmt |
| Overpayment | $13,672 | OverpaymentAmt |
| Applied To ES Tax | $13,672 | 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 | $156,356 | 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 | $131,511,289 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $420,557 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $59,542 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,991,388 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,991,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,979,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $130,011,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,500,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,500,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $157,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $157,335 | TotalTaxAmt |
| Distributable Before Adj | $6,343,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,343,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,343,241 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,621,207 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,621,207 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,343,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,346,726 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,621,207 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,346,726 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $274,481 | 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 | $6,068,760 | 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 (127 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 GARDENS | |||||||
| PO BOX 221831 | CHARLOTTE | NC | 28222 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| 18 DEGREES FAMILY SERVICES FOR WESTERN MA | |||||||
| 480 WEST ST | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| ADIRONDACK HEALTH FOUNDATION | |||||||
| PO BOX 120 | SARANAC LAKE | NY | 12983 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| ADOPT-A-FAMILY OF THE PALM BEACHES | |||||||
| 1712 2ND AVE N | LAKE WORTH BEACH | FL | 33460 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 1324 BELMONT STREET | BROCKTON | MA | 02301 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| AMERICAN CANCER SOCIETY ASTRA ZENECA HOPE LODGE CENTER | |||||||
| 125 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| 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 | $10,000 |
| 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 | $15,000 |
| BERKSHIRE BOUNTY | |||||||
| 33 COMMONWEALTH AVE | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| BERKSHIRE COMMUNITY COLLEGE FOUNDATION | |||||||
| 1350 WEST STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| BERKSHIRE COUNTY KID'S PLACE | |||||||
| 63 WENDELL AVENUE | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| 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 | $5,000 |
| BERKSHIRE HORSE WORKS | |||||||
| PO BOX 214 | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| BERKSHIRE IMMIGRANT CENTER | |||||||
| 67 EAST STREET | PITTSFIELD | MA | 01201 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| 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 | $25,000 |
| 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 | $140,000 |
| BERKSHIRE SOUTH COMMUNITY CENTER | |||||||
| 15 CRISSEY ROAD | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| 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 | $20,000 |
| BIG BROTHERSSISTERS OF THE CAPE AND ISLANDS | |||||||
| 684 MAIN STREET | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $35,000 |
| BLUE COATS OF BARNSTABLE | |||||||
| 65 PINEWOOD ROAD | HYANNIS | MA | 02647 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUB OF CAPE COD | |||||||
| 31 FRANK E HICKS DR | MASHPEE | MA | 02649 | NONE | 501(C)3 | GENERAL SUPPORT | $20,000 |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | |||||||
| 800 NORTHPOINT PKWY STE 204 | WEST PALM BEACH | FL | 33407 | NONE | 501(C)3 | GENERAL SUPPORT | $150,000 |
| 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 | $25,000 |
| BRIGHAM AND WOMEN'S 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 | $50,000 |
| 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 | $75,000 |
| CAPE COD MARITIME MUSEUM | |||||||
| 135 SOUTH STREET | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $75,000 |
| CAPE COD REGIONAL LAW ENFORCEMENT COUNCIL (MOTOR UNIT) | |||||||
| 631 HARWICH ROAD | BREWSTER | MA | 02631 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| CAPE COD SYMPHONY | |||||||
| 1060 FALMOUTH ROAD | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $75,000 |
| CAPE COD YMCA | |||||||
| 2245 IYANNNOUGH RD | WEST BARNSTABLE | MA | 02668 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| CEDARS-SANAI MEDICAL CENTER | |||||||
| 6500 WILSHIRE BLVD STE 1650 | LOS ANGELES | CA | 90048 | NONE | 501(C)3 | GENERAL SUPPORT | $100,000 |
| COMMUNITY ACCESS TO THE ARTS | |||||||
| 420 STOCKBRIDGE RD STE 2 | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| COMMUNITY HOSPICE OF NORTHEAST FLORIDA | |||||||
| 511 CRILL AVE | PALATKA | FL | 32177 | NONE | 501(C)3 | GENERAL SUPPORT | $75,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| 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 |
| COX SCIENCE CENTER | |||||||
| 4801 DREHER TRAIL N | WEST PALM BEACH | FL | 33405 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| DANA FARBER CANCER 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 |
| 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 | $20,000 |
| FRANKLIN PIERCE UNIVERSITY | |||||||
| 40 UNIVERSITY DRIVE | RINDGE | NH | 03461 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| 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 |
| HABITAT FOR HUMANITY GREATER PALM BEACH COUNTY | |||||||
| 1900 N FEDERAL HWY | DELRAY BEACH | FL | 33483 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| HANCOCK SHAKER VILLAGE | |||||||
| 1843 W HOUSATONIC ST | PITTSFIELD | MA | 00201 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| HAWAII PUBLIC LAND TRUST | |||||||
| 126 QUEEN STREET SUITE 306 | HONOLULU | HI | 96813 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| 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 | $35,000 |
| 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 | $10,000 |
| 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 |
| JEEP SULLIVAN WOUNDED WARRIOR | |||||||
| 1460 BOSWELL ROAD | BONIFAY | FL | 32425 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| KAUAI ANIMAL EDUCATION CENTER | |||||||
| 1234 UILAMA RD | KAPAA | HI | 96746 | NONE | 501(C)3 | GENERAL SUPPORT | $2,500 |
| KAUAI FOOD BANK | |||||||
| 3285 WAAPA ROAD | LIHUE | HI | 96766 | NONE | 501(C)3 | GENERAL SUPPORT | $6,000 |
| KAUAI HABITAT FOR HUMANITY | |||||||
| PO BOX 28 | ELEELE | HI | 96705 | NONE | 501(C)3 | GENERAL SUPPORT | $14,000 |
| KAUAI INVASIVE SPECIES COMMITTEE | |||||||
| 7370K KUAMOO ROAD | KAPAA | HI | 96746 | NONE | 501(C)3 | GENERAL SUPPORT | $4,000 |
| KAUAI LIFEGUARD ASSOCIATION | |||||||
| 160 LANI ALII PLACE | KAPAA | HI | 96746 | NONE | 501(C)3 | GENERAL SUPPORT | $7,500 |
| LAW ENFORCEMENT OFFICERS SUPPORT FND | |||||||
| 31 HOLMES TERRACE | PLYMOUTH | MA | 02360 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| LEADERSHIP KAUAI | |||||||
| PO BOX 1567 | LIHUE | HI | 96766 | NONE | 501(C)3 | GENERAL SUPPORT | $3,500 |
| LIFESCAPE FOUNDATION SOUTH DAKOTA | |||||||
| 1020 W 18TH STREET | SIOUX FALLS | SD | 57104 | 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 | $35,000 |
| MALAMA KAUAI | |||||||
| PO BOX 1414 | KILAUEA | HI | 96754 | NONE | 501(C)3 | GENERAL SUPPORT | $16,000 |
| MALIVAI WASHINGTON KIDS FOUNDATION | |||||||
| 1096 W 6TH ST | JACKSONVILLE | FL | 32209 | NONE | 501(C)3 | GENERAL SUPPORT | $55,000 |
| 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 |
| 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 | $175,000 |
| NAMI CAPE COD | |||||||
| 5 MARK LANE 3 | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $100,000 |
| NATIONAL MS SOCIETY-NORTH FLORIDA CHAPTER | |||||||
| 8940 WESTERN WAY STE16 | JACKSONVILLE | FL | 32256 | NONE | 501(C)3 | GENERAL SUPPORT | $250,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 91891 | WASHINGTON | DC | 20090 | NONE | 501(C)3 | GENERAL SUPPORT | $350,000 |
| NATIONAL TROPICAL BOTANICAL GARDEN | |||||||
| 3530 PAPALINA ROAD | KALAHEO | HI | 96741 | NONE | 501(C)3 | GENERAL SUPPORT | $4,000 |
| 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 SYMPHONY | |||||||
| 400 HIBISCUS STREET 100 | WEST PALM BEACH | FL | 33401 | 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 |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | |||||||
| 3200 N MILITARY TRAIL 3100 | WEST PALM BEACH | FL | 33409 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| 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 | $25,000 |
| 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 |
| REVOLUTIONARY SPACES | |||||||
| 310 WASHINGTON STREET | BOSTON | MA | 02108 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| ROGER WILLIAMS UNIVERSITY | |||||||
| 1 OLD PERRY ROAD | BRISTOL | RI | 02809 | 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 |
| 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 |
| STURGIS MOTORCYCLE MUSEUM AND HALL OF FAME | |||||||
| 999 MAIN STREET | STURGIS | SD | 57785 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| TAPESTRY HEALTH | |||||||
| 1985 MAIN ST 2ND FL STE 202 | SPRINGFIELD | MA | 01103 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| THE LORD'S PLACE | |||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| THIRD WAY CENTER INC | |||||||
| PO BOX 61385 | DENVER | CO | 80206 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| TRI-COUNTY ANIMAL RESCUE | |||||||
| 21287 BOCA RIO ROAD | BOCA RATON | FL | 33433 | NONE | 501(C)3 | GENERAL SUPPORT | $15,000 |
| TRINITY PAWLING SCHOOL | |||||||
| 700 NY-22 | PAWLING | NY | 12564 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| 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 | $30,000 |
| WAIPA FOUNDATION | |||||||
| 5-5785 KUHIO HWY A | HANALEI | HI | 96714 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| 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 | $1,500 |
| VETERANS ON THE 48 | |||||||
| 430 HIGHLAND STREET | EAST | MA | 02333 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| CAPE COD MUSEUM OF ART | |||||||
| PO BOX 2034 | DENNIS | MA | 02638 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| HYANNIS PUBLIC LIBRARY | |||||||
| 401 MAIN STREET | HYANNIS | MA | 02601 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| HANALEI INITIATIVE | |||||||
| PO BOX 422 | HANALEI | HI | 96714 | NONE | 501(C)3 | GENERAL SUPPORT | $4,000 |
| WARRIORS FOR LIFE FOUNDATION | |||||||
| 309 ARAGONA BLVD SUITE 107-108 | VIRGINIA BEACH | VA | 23462 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| US FENCING FOUNDATION | |||||||
| 210 USA CYCLING POINT 120 | COLORADO | CO | 80919 | NONE | 501(C)3 | GENERAL SUPPORT | $50,000 |
| MULTIPLYING GOOD | |||||||
| 348 WEST 57TH STREET NO 115 | NEW YORK | NY | 10019 | NONE | 501(C)3 | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,530,000 | 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 | $1,692,226 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,738,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,448,257 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,448,257 | 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 | $95,873 | 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 | $15,114 | Amt |
| Net Investment Income | $15,114 | 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 | $36,023,299 | BookValueAmt |
| EOYFMV | $137,975,229 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $8,771 | LegalFeesAmt |
| Net Investment Income | $8,771 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT COST BASIS ADJUSTMENT | Desc |
| Amt | $25,956 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $26,058 | $13,029 | $13,029 |
| ANNUAL REPORT | $3,000 | $3,000 | $0 |
| PENALTIES | $104 | $0 | $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 | $17,162 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,162 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,162 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $156,356 | Amt |
| Net Investment Income | $78,178 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $78,178 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $75,589 | $0 | $0 |
| FOREIGN TAX PAID | $11,071 | $11,071 | $0 |