CHARLES R WOOD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES R WOOD FOUNDATION (EIN 22-2237193)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-25
- IRS object ID
- 202342989349101204
- 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
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-25T16:35:17-05:00 | 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 | 222237193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles R Wood Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CHAR | 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 | BARBARA WAGES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | WAGES | 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 | $42,780,842 | 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 | $244,377 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,395 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,395 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $688,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $688,620 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,301,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,542 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,493 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,158 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,149,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $919,715 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $139,196 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $139,196 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $38,094 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,117 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $65,295 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,820 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,820 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $194,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73,983 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $120,812 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $446,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $215,296 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $129,882 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,332,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,332,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,778,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $215,296 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,462,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,629,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $704,419 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $759,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $373,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $373,122 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,387 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,387 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,387 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,982,993 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,233,599 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,989,057 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,537,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,322,386 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,264,303 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,128,154 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,691,560 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,502,083 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,145,515 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,369,676 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,549,890 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,270,276 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,272,537 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,063,034 | LandBOYAmt |
| Land EOY | $997,739 | LandEOYAmt |
| Land EOYFMV | $100,000 | LandEOYFMVAmt |
| Total Assets BOY | $40,616,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,990,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,780,842 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $40,616,055 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,990,469 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,616,055 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,990,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,616,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,990,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,616,055 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,629,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,000 | OtherIncreasesAmt |
| Subtotal | $38,990,469 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $38,990,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $10,301,505 | $10,208,809 | $92,696 | $92,696 |
| Passthrough K1 Capital Gain/(Loss) | $99,952 | |||
| DISTRIBUTIONS IN EXCESS OF BASIS | $7,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,542 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,791 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,791 | SubtotalAmt |
| Tax Based On Investment Income | $9,791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,124 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,424 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $633 | OverpaymentAmt |
| Applied To ES Tax | $633 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| Mark Behan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Reeves Courtney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Mark Frost | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Chelsea Hoopes Silver | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, VP | 1.0 | $0 | $0 | $0 |
| Jennifer Lefner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Linda G Toohey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Barbara W Wages | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Trustee | 1.0 | $0 | $0 | $0 |
| C Braden Wages | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Treas | 1.0 | $0 | $0 | $0 |
| Page Wages | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Sec | 1.0 | $0 | $0 | $0 |
| Charlene Wood | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bessemer Trust | |||||
| 2 INTERNATIONAL PLACE 22ND FL | BOSTON | MA | 02110 | Investment Mgmt | $72,402 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $98,867 |
| Glens Falls National | |||||
| 250 GLEN STREET PO BOX 2161 | GLEN FALLS | NY | 12801 | Investment Mgmt | $66,795 |
| 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 | $40,565,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $830,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,549,890 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,945,932 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,945,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $689,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,256,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,262,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,262,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,791 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $145 | IncomeTaxAmt |
| Total Tax | $9,936 | TotalTaxAmt |
| Distributable Before Adj | $2,252,901 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,256,901 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,256,901 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,462,221 | 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 | $2,462,221 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,256,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,452,254 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $2,462,221 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,452,254 | AppliedToYear1Amt |
| Applied To Current Year | $9,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,246,934 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Foundation Source | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE 3RD FL | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | PREMIERSUPPORT@FOUNDATIONSOURCE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WWW.CHARLESRWOODFOUNDATION.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WWW.CHARLESRWOODFOUNDATION.COM | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.CHARLESRWOODFOUNDATION.COM | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK CENTER FOR WRITING INC | |||||||
| PO BOX 956 | SARANAC LAKE | NY | 12983 | N/A | PC | Poetry Alive: High School Writing Retreat | $1,000 |
| ADIRONDACK FOLK SCHOOL INCORPORATED | |||||||
| PO BOX 2 | LAKE LUZERNE | NY | 12846 | N/A | PC | Blacksmith shop expansion and winterization | $5,000 |
| ADIRONDACK FOUNDATION | |||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | N/A | PC | Point Positive-Development of Case Studies and other Entrepreneurial Materials for High School Students | $2,500 |
| ADIRONDACK THEATRE FESTIVAL INC | |||||||
| 50 ELM ST | GLENS FALLS | NY | 12801 | N/A | PC | ATF Capital Improvements | $13,000 |
| ADKACTION ORG INC | |||||||
| PO BOX 64 | KEESEVILLE | NY | 12944 | N/A | PC | Farm Fresh Nutrition for our Adirondack Neighbors | $25,000 |
| ALBANY MED HEALTH SYSTEM | |||||||
| 100 PARK ST | GLENS FALLS | NY | 12801 | N/A | SO II | Palliative Care Program Fund | $125,000 |
| ALBANY MED HEALTH SYSTEM | |||||||
| 100 PARK ST | GLENS FALLS | NY | 12801 | N/A | SO II | Glens Falls Hospital Crisis Stabilization Relocation and expansion | $300,000 |
| ALBANY SYMPHONY ORCHESTRA INC | |||||||
| 19 CLINTON AVE | ALBANY | NY | 12207 | N/A | PC | 2022-23 Tiny Tots Concerts | $2,500 |
| APPLEBY FOUNDATION INC | |||||||
| PO BOX 984 | AU SABLE FORKS | NY | 12912 | N/A | PC | The Au Sable Forks Mural Project: A Sense of Place | $2,000 |
| BAY-RIDGE VOLUNTEER FIRE COMPANY INC | |||||||
| 1080 BAY RD | LAKE GEORGE | NY | 12845 | N/A | PC | to purchase FAST RESCUE BOARDS | $3,080 |
| BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION INC | |||||||
| PO BOX 8468 | ALBANY | NY | 12208 | N/A | PC | Expanding Mentoring Programs to Address the Youth Mental Health Crisis | $5,000 |
| BIG BROTHERS BIG SISTERS OF THE SOUTHERN ADIRONDAC | |||||||
| 1 LAWRENCE ST SUITE 1B | GLENS FALLS | NY | 12801 | N/A | PC | COVID-19 Mitigation: Combating the Mental Health Crisis | $7,500 |
| BOLTON FREE LIBRARY | |||||||
| PO BOX 389 | BOLTON LNDG | NY | 12814 | N/A | PC | Bolton Free Library in the Community | $3,000 |
| CAMP ABILITIES SARATOGA INC | |||||||
| PO BOX 601 | SARATOGA SPGS | NY | 12866 | N/A | PC | Camp Abilities Saratoga Sports Camp - 2 campers in Saratoga Fund | $5,000 |
| CAMP TLC TOGETHER LIVING A CHALLENGE CORPORATION | |||||||
| 285 SPRUCE GOOSE ST APT 227 | LAS VEGAS | NV | 89135 | N/A | PC | Camp Alex | $3,000 |
| CANTON-POTSDAM HOSPITAL | |||||||
| 50 LEROY ST | POTSDAM | NY | 13676 | N/A | PC | Canton-Potsdam Hospital Comprehensive Campaign - Emergency Department Expansion | $100,000 |
| CAROGA ARTS COLLECTIVE INC | |||||||
| PO BOX 1048 | CAROGA LAKE | NY | 12032 | N/A | PC | Sherman's Centennial Campaign matching grant | $5,000 |
| CENTER FOR DISABILITY SERVICES INC | |||||||
| 314 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PC | Prospect School Flooring Renovation | $20,000 |
| CHILDRENS MUSEUM AT SARATOGA | |||||||
| 69 CAROLINE ST | SARATOGA SPRINGS | NY | 12866 | N/A | PC | Theatre Exhibition | $100,000 |
| CIVIC CENTER OF MOREAU INC | |||||||
| 144 MAIN ST | S GLENS FALLS | NY | 12803 | N/A | PC | Teen Center - Bulldog Zone | $5,000 |
| COOPERATIVE EXTENSION ASSOCIATION IN THE STATE OF | |||||||
| 8487 US RTE 9 | LEWIS | NY | 12950 | N/A | PC | The Power of Produce Club | $2,000 |
| CRAIGARDAN INC | |||||||
| 9216 NYS RTE 9N | ELIZABETHTOWN | NY | 12932 | N/A | PC | Summer Applebarn Series | $3,200 |
| DOLLYWOOD FOUNDATION | |||||||
| 111 E MAIN ST 2ND FLOOR | SEVIERVILLE | TN | 37862 | N/A | PC | Imagination Library Program in the New York counties of Essex, Clinton, Franklin and Hamilton | $175,000 |
| DOUBLE H - HOLE IN THE WOODS RANCH INC | |||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | N/A | PC | 30th Anniversary Capital Campaign | $300,000 |
| EMBLEMHEALTH FOUNDATION | |||||||
| 55 WATER ST FL 9 | NEW YORK | NY | 10041 | N/A | PC | EmblemHealth Plan, Inc. dba EmblemHealth Health@Work | $150,000 |
| EMPIRE STATE COLLEGE FDN INC | |||||||
| 28 UNION AVE | SARATOGA SPRINGS | NY | 12866 | N/A | PC | Scholarship Fund for 3 students enrolled in School of Nursing and Allied Health | $6,000 |
| FAMILY SERVICE ASSN OF GLENS FALLS | |||||||
| 150 WARREN ST | GLENS FALLS | NY | 12801 | N/A | PC | Feet First | $4,500 |
| FAMILY YMCA OF THE GLENS FALLS AREA | |||||||
| 600 GLEN ST | GLENS FALLS | NY | 12801 | N/A | PC | No More Learning Gap Camp | $10,000 |
| GALLOP TO SUCCESS | |||||||
| 1214 CROSS HILL RD | N BENNINGTON | VT | 05257 | N/A | PC | Gallop to Success Summer Program 2022 | $2,500 |
| GIRLS ON THE RUN CAPITAL REGION | |||||||
| 1 STEUBEN PL | ALBANY | NY | 12207 | N/A | PC | Girls on the Run Capital Region - Northern Territory Expansion | $5,000 |
| GLENS FALLS AREA YOUTH CENTER INC | |||||||
| PO BOX 469 | GLENS FALLS | NY | 12801 | N/A | PC | Health and Wellness Program | $10,000 |
| GLENS FALLS SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 2036 | GLENS FALLS | NY | 12801 | N/A | PC | Glens Falls Symphony Children's Concerts 2023 | $12,000 |
| GREATER BENNINGTON INTERFAITH COMMUNITY SERVICES I | |||||||
| PO BOX 702 | BENNINGTON | VT | 05201 | N/A | PC | To support food pantry meals served by the Kitchen cupboard | $3,400 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 1373 RTE 9 | FORT EDWARD | NY | 12828 | N/A | PC | Lawrence Street Project | $50,000 |
| HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION | |||||||
| PO BOX 140 | SALEM | NY | 12865 | N/A | PC | Lunch, Learn & Play - Post Covid-19 Expanded Outreach Free Summer Youth Program | $5,000 |
| HOME MADE THEATER INC | |||||||
| PO BOX 1182 | SARATOGA SPGS | NY | 12866 | N/A | PC | Multi-venue operations readiness | $5,484 |
| JOINT COUNCIL FOR ECONOMIC OPPORTUNITY OF CLINTON | |||||||
| 54 MARGARET ST | PLATTSBURGH | NY | 12901 | N/A | PC | Cargo Truck for JCEO Food Assistance Programs | $50,000 |
| LAKE GEORGE MUSIC FESTIVAL | |||||||
| 7 STONE PINE LN | QUEENSBURY | NY | 12804 | N/A | PC | Time for Three in Lake George | $5,000 |
| LAKE GEORGE OPERA FESTIVAL ASSOCIATION INC | |||||||
| 19 ROOSEVELT DR STE 215 | SARATOGA SPGS | NY | 12866 | N/A | PC | Opera Saratoga Summer Festival | $5,000 |
| LAKE GEORGE REGION WOMEN FOR WIN INC | |||||||
| PO BOX 110 | LAKE GEORGE | NY | 12845 | N/A | PC | Hygiene Kits for Kids | $5,000 |
| MECHANICVILLE AREA COMMUNITY SERVICES CENTER INC | |||||||
| 6 S MAIN ST | MECHANICVILLE | NY | 12118 | N/A | PC | MACSC Afterschool Reboot | $5,000 |
| MERCY CARE FOR THE ADIRONDACKS INC | |||||||
| 185 OLD MILITARY RD | LAKE PLACID | NY | 12946 | N/A | PC | Age-friendly Communities in the Tri-Lakes Region of the Adirondacks | $5,000 |
| MOREAU EMERGENCY SQUAD INC | |||||||
| 1583 RTE 9 | MOREAU | NY | 12828 | N/A | PC | Moreau Emergency Squad, Inc. AED Field Deployment | $13,000 |
| MORIAH CENTRAL SCHOOL DISTRICT | |||||||
| 39 VIKING LN | PORT HENRY | NY | 12974 | N/A | GOV | Backpacks for at Risk Children | $1,250 |
| NEW YORK SKI EDUCATION FOUNDATION INC | |||||||
| 5021 NYS RTE 86 | WILMINGTON | NY | 12997 | N/A | PC | NYSEF Dare to Dream Scholarship Fund - Gore Mountain Region | $2,500 |
| NORTH COUNTRY CHILDRENS MUSEUM | |||||||
| 10 RAYMOND ST | POTSDAM | NY | 13676 | N/A | PC | Kids Stage Theater | $15,000 |
| NORTH COUNTRY HEALTH AND WELLNESS INC | |||||||
| 32 ORMSBY CIR | PERU | NY | 12972 | N/A | PC | Youth Sports and Nutrition Program | $30,000 |
| NYSARC INC - SARATOGA COUNTY CHAPTER | |||||||
| 16 SARATOGA BRIDGES BLVD | BALLSTON SPA | NY | 12020 | N/A | PC | Therapeutic Equipment of Beko Carlo Floor Lifts and manual wheelchairs | $10,000 |
| PARK THEATER FOUNDATION INC | |||||||
| PO BOX 505 | GLENS FALLS | NY | 12801 | N/A | PC | Music & Tech Education | $10,125 |
| PRIDE OF TICONDEROGA INC | |||||||
| 111 MONTCALM ST | TICONDEROGA | NY | 12883 | N/A | PC | Youth Ice Rink Recreation Anchor Project | $8,000 |
| PTA NEW YORK CONGRESS | |||||||
| 20QUADEST | GLENSFALLS | NY | 12801 | N/A | PC | Glens Falls City School District Backpack Program | $10,000 |
| REBUILDING TOGETHER-SARATOGA COUNTY | |||||||
| 132 MILTON AVE | BALLSTON SPA | NY | 12020 | N/A | PC | Repairs for Low-Income Families with Children in Warren and Washington Counties | $10,000 |
| REGIONAL FOOD BANK OF N E NY INC | |||||||
| 965 ALBANY SHAKER RD | LATHAM | NY | 12110 | N/A | PC | To support specified Adopt-a-Program funds | $145,600 |
| RISE HOUSING AND SUPPORT SERVICES INC | |||||||
| 127 UNION ST | SARATOGA SPGS | NY | 12866 | N/A | PC | Housing is Healthcare - Community Residence Rehabilitation | $10,000 |
| RUTLAND AREA ART ASSOCIATION | |||||||
| 16 S MAIN ST | RUTLAND | VT | 05701 | N/A | PC | BeliEVE New Year's Eve Festival | $1,000 |
| RUTLAND AREA FOODSHELF | |||||||
| 65 RIVER ST | RUTLAND | VT | 05701 | N/A | PC | To support food pantry meals served | $3,400 |
| SALVATION ARMY - SARATOGA SPRINGS | |||||||
| PO BOX 652 | SARATOGA SPRINGS | NY | 12866 | N/A | PC | Read to Succeed | $3,000 |
| SARANAC LAKE CENTRAL SCHOOL DISTRICT | |||||||
| 79 CANARAS AVE | SARANAC LAKE | NY | 12983 | N/A | GOV | Ready to Ride: Rolling and Romping! | $2,500 |
| SARATOGA CENTER FOR THE FAMILY | |||||||
| 359 BALLSTON AVE | SARATOGA SPGS | NY | 12866 | N/A | PC | Mental Health Wellness Support for Children & Families | $5,000 |
| SARATOGA SPRINGS PERFORMING ARTS CENTER INC | |||||||
| 108 AVE OF THE PINES | SARATOGA SPRINGS | NY | 12866 | N/A | PC | SPAC School of the Arts - Advancing IDEA in Arts Education | $40,000 |
| SERVANTS OF THE WORD INC | |||||||
| PO BOX 3306 | GLENS FALLS | NY | 12801 | N/A | PC | Life Path Program: Health, Wellness and Nutrition | $25,000 |
| SILVER BAY ASSOCIATION FOR CHRISTIAN CONFERENCE AN | |||||||
| 87 SILVERBAY RD | SILVER BAY | NY | 12874 | N/A | PC | Silver Bay YMCA Ticonderoga Teen Center | $2,500 |
| SPECIAL OLYMPICS NEW YORK INC | |||||||
| 94 NEW KARNER RD STE 208 | ALBANY | NY | 12203 | N/A | PC | Lake George Region Young Athletes Program Expansion | $20,000 |
| ST JOHNS EPISCOPAL CHURCH | |||||||
| ONE N MARKET ST PO BOX 395 | JOHNSTOWN | NY | 12095 | N/A | PC | Building Renovations | $50,000 |
| TANNERY POND CENTER FOR ARTS EDUCATION & COMMUNITY | |||||||
| 228 MAIN ST | NORTH CREEK | NY | 12853 | N/A | PC | Reinventing Tannery Pond Center - Lighting and Digital Projector Fund | $40,000 |
| THE HYDE COLLECTION TRUST | |||||||
| 161 WARREN ST | GLENS FALLS | NY | 12801 | N/A | PC | Security Upgrades for The Hyde Collection | $50,000 |
| TICONDEROGA ARTS INC | |||||||
| PO BOX 335 | TICONDEROGA | NY | 12883 | N/A | PC | 9th Annual Adirondack Harvest Plein Air Festival | $1,500 |
| TICONDEROGA CENTRAL SCHOOL DISTRICT | |||||||
| 5 CALKINS PL | TICONDEROGA | NY | 12883 | N/A | GOV | Ticonderoga Area Backpack Program | $16,500 |
| TICONDEROGA FESTIVAL GUILD INC | |||||||
| PO BOX 125 | TICONDEROGA | NY | 12883 | N/A | PC | 2022 Season Concert Schedule | $2,000 |
| UNITED WAY OF THE ADIRONDACK REGION INC | |||||||
| 45 TOM MILLER RD | PLATTSBURGH | NY | 12901 | N/A | PC | YMCA of Plattsburgh, Inc | $100,000 |
| UNITED WAY OF THE ADIRONDACK REGION INC | |||||||
| 45 TOM MILLER RD | PLATTSBURGH | NY | 12901 | N/A | PC | The ALICE Project | $12,000 |
| UPPER JAY ART CENTER | |||||||
| 12198 RTE 9N | UPPER JAY | NY | 12987 | N/A | PC | CA+MP Residency | $2,500 |
| UPPER VALLEY HAVEN INC | |||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | N/A | PC | To support food pantry meals served | $3,400 |
| UPPER VALLEY HAVEN INC | |||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | N/A | PC | The Haven's Children's Services Program | $5,000 |
| VILLAGE OF CHAMPLAIN | |||||||
| 1104 RTE 9 | CHAMPLAIN | NY | 12919 | N/A | GOV | Champlain Childrens Garden | $2,500 |
| VILLAGE OF SARANAC LAKE | |||||||
| 39 MAIN ST STE 9 | SARANAC LAKE | NY | 12983 | N/A | GOV | Music on the Green | $1,000 |
| WARREN COUNTY HISTORICAL SOCIETY | |||||||
| 50 GURNEY LN | QUEENSBURY | NY | 12804 | N/A | PC | Nearby Faraway, the new Georgia O'Keeffe musical | $2,500 |
| WE ARE INSTRUMENTAL INC | |||||||
| PO BOX 586 | TICONDEROGA | NY | 12883 | N/A | PC | We Are Instrumental | $3,500 |
| WESLEY HEALTH CARE CENTER INC | |||||||
| 131 LAWRENCE ST | SARATOGA SPRINGS | NY | 12866 | N/A | PC | Life Enrichment through Purposeful Play | $10,000 |
| WEST GLENS FALLS FIRE COMPANY NO 1 INCORPORATED | |||||||
| 33 LUZERNE RD | QUEENSBURY | NY | 12804 | N/A | PC | AED Replacement | $10,000 |
| WILDWOOD PROGRAMS INC | |||||||
| 1190 TROY-SCHENECTADY RD BLDG 1 | LATHAM | NY | 12110 | N/A | PC | Camp Wildwood: Accessibility for Students with Complex Needs | $10,000 |
| WINGS FALLS QUILTERS GUILD | |||||||
| PO BOX 4193 | QUEENSBURY | NY | 12804 | N/A | PC | Materials for Community Service Projects | $1,400 |
| YOUNG MENS CHRISTIAN ASSOCIATION SARATOGA COUNTY | |||||||
| 290 W AVE | SARATOGA SPGS | NY | 12866 | N/A | PC | Capital Project: Creating an Intergenerational Community Hub dedicated to health and wellness | $89,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,332,339 | 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 | $4,395 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $688,620 | 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) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,830 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $196,593 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$15,878 | 14 | $26,171 |
| Federal Tax Refund | 01 | $200 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$11,048 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $915,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $904,931 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Estate of Georgia Beckos Wood Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Barbara Wages 12 Moss Oaks Dr | AddressLine1Txt |
| City | Ameilia Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $242,477 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation/Review | CategoryTxt |
| Amt | $250 | Amt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Frost | PersonNm |
| Short Explanation | *resigned in 2022 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| BUILDING - DOUBLE | $2,611,800 | $1,893,555 | SL | 40 | $65,295 |
| FURNITURE AND FIXT | $149,379 | $149,379 | SL | ||
| LAND - DOUBLE H RA | $344,789 | L | |||
| LAND IMP - DOUBLE | $64,886 | $64,886 | SL | 30 | |
| MACHINERY & EQUIPM | $99,422 | $99,422 | SL |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 990-PF, Part I Line 6a | IdentifierTxt |
| Form And Line Reference | 990-PF, Part I Line 6A | FormAndLineReferenceDesc |
| Medium Explanation | PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $196,593 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $4,830 TOTAL PART I, LINE 6A: $201,423 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $10,301,505 BOOK BASIS: $10,212,758 NET GAIN/(LOSS): $88,747 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $99,952 DISTRIBUTIONS IN EXCESS OF BASIS NET GAIN/(LOSS): $7,894 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (50 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE - 3.200% - 11/21/2029 | $91,149 | $90,147 |
| ABBVIE INC - 3.600% - 05/14/20 | $60,811 | $53,346 |
| AIR LEASE CORP SER A MTN - 5.8 | $49,541 | $50,016 |
| AMAZON INC - 1.650% - 05/12/20 | $29,994 | $25,825 |
| AMERICAN EXPRESS CO - 3.950% - | $49,982 | $49,021 |
| APPLE INC - 2.050% - 09/11/202 | $57,913 | $49,284 |
| APPLIED MATERIALS INC - 3.300% | $101,620 | $94,883 |
| BANK OF MONTREAL - 2.150% - 03 | $49,965 | $48,325 |
| BANK OF NEW YORK MELLON CORP M | $50,000 | $46,759 |
| BK OF AMERICA CORP MTN - 3.384 | $50,080 | $47,789 |
| BLACKROCK INC NOTE CALL MAKE W | $54,511 | $44,415 |
| CHEVRON USA INC NOTE CALL MAKE | $59,575 | $54,285 |
| CIGNA CORP NEW NT - 1.250% - 0 | $29,999 | $30,326 |
| CITIGROUP INC NOTE - 3.668% - | $75,989 | $68,879 |
| COMCAST CORP NEW NOTE - 5.350% | $51,064 | $52,085 |
| D R HORTON INC - 1.400% - 10/1 | $29,914 | $25,082 |
| DTE ENERGY CO SER 2019 F NOTE | $55,201 | $54,122 |
| ENERGY TRANSFER OP LP - 5.875% | $27,757 | $25,068 |
| ENTERGY LA LLC - 0.620% - 11/1 | $32,994 | $31,764 |
| FLORIDA PWR - 2.750% - 06/01/2 | $30,697 | $29,730 |
| GENERAL MOTORS - 4.350% - 04/0 | $33,365 | $29,218 |
| GM FINANCIAL - 4.000% - 01/15/ | $16,400 | $14,564 |
| GOLDMAN SACHS GROUP INC NOTE C | $25,020 | $24,605 |
| HOME DEPOT INC - 2.700% - 04/1 | $89,752 | $87,195 |
| JP MORGAN CHASE - 3.125% - 01/ | $200,497 | $193,133 |
| JP MORGAN CHASE BANK - 4.203% | $30,689 | $25,159 |
| JPMORGAN CHASE &CO - 2.069% - | $27,269 | $22,548 |
| LOWES COS INC - 3.100% - 05/03 | $100,711 | $93,268 |
| LOWES COS INC NOTE CALL - 2.50 | $54,056 | $51,255 |
| MCDONALDS CORP MED TERM NT - 3 | $54,750 | $52,192 |
| MERCK & CO - 2.800% - 05/18/20 | $52,803 | $49,627 |
| MORGAN STANLEY - 1.512% - 07/2 | $55,013 | $47,788 |
| MORGAN STANLEY - 3.622% - 04/0 | $91,518 | $87,300 |
| PAYPAL HLDGS INC - 2.850% - 10 | $51,411 | $52,406 |
| PIONEER NAT RES CO NOTE CALL M | $60,274 | $53,536 |
| PUBLIC STORAGE - 1.850% - 05/0 | $55,012 | $47,182 |
| ROPER TECHNOLOGIES INC - 2.950 | $19,662 | $15,633 |
| ROSS STORES INC - 4.600% - 04/ | $56,269 | $49,623 |
| ROYAL BK CDA SER I MTN - 3.375 | $49,982 | $48,352 |
| SCHWAB CHARLES CORP - 2.000% - | $55,340 | $48,370 |
| SOUTHERN CALIF EDISON CO SER 2 | $54,915 | $51,460 |
| SUMITOMO MITSUI FINLGROUP INC | $81,083 | $74,187 |
| T-MOBILE USA INC - 2.550% - 02 | $53,723 | $45,833 |
| TOYOTA MTR - 5.400% - 11/10/20 | $24,427 | $24,386 |
| TOYOTA MTR CR CORP SER B NOTE | $29,973 | $29,179 |
| UNION PAC CORP - 3.950% - 09/1 | $22,586 | $18,272 |
| VALERO ENERGY CORP - 1.200% - | $60,191 | $57,010 |
| WELLS FARGO CO MTN BE - 3.300% | $54,635 | $48,516 |
| XCEL ENERGY INC - 3.300% - 06/ | $46,511 | $43,232 |
| ZOETIS INC NOTE - 5.400% - 11/ | $44,967 | $45,903 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (142 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $75,575 | $75,865 |
| ADOBE SYSTEMS, INC | $113,998 | $67,306 |
| ADVANCE AUTO PARTS INC | $12,044 | $14,703 |
| ALPHABET INC CL A | $133,095 | $277,042 |
| ALPHABET INC CL C | $140,844 | $259,092 |
| AMAZON COM | $209,868 | $344,400 |
| AMEREN CORPORATION | $99,331 | $124,310 |
| AMERICAN TOWER REIT INC | $111,009 | $106,989 |
| AMERISOURCEBERGEN CORP | $113,433 | $111,026 |
| AMPHENOL CORPORATION | $48,927 | $79,642 |
| ANTA SPORTS PROD LTD | $87,689 | $86,533 |
| AON PLC CL A | $78,145 | $81,938 |
| APPLE INC | $236,537 | $657,966 |
| ASHLAND GLOBAL HOLDINGS | $90,100 | $102,154 |
| ASM INTERNATIONAL NV EUR | $28,964 | $20,107 |
| ASML HLDG NV ORD SHS | $89,964 | $97,907 |
| ASPEN TECHNOLOGY INC COM | $6,909 | $7,600 |
| AVANTOR HOLDINGS INC | $34,367 | $26,004 |
| BANK OF AMERICA CORP | $200,179 | $221,010 |
| BERKSHIRE HATHAWAY INC. CLASS | $110,330 | $266,272 |
| BEST BUY INC | $75,042 | $54,944 |
| BJ'S WHLSL CLUB INC | $34,548 | $36,454 |
| BLACKROCK INC | $120,520 | $199,834 |
| BRISTOL-MYERS SQUIBB CO | $108,263 | $160,520 |
| BROOKFIELD CORP ORD SHS CL A | $45,684 | $30,925 |
| BURLINGTON STORES, INC | $36,159 | $40,755 |
| CANADIAN PACIFIC RAILWAY LTD | $45,422 | $48,484 |
| CARLISLE COS INC | $38,077 | $44,538 |
| CATERPILLAR INC | $76,143 | $94,866 |
| CDW CORP | $28,753 | $45,181 |
| CHAMPIONX CORP | $16,047 | $15,249 |
| CHARLES SCHWAB CORP | $88,110 | $129,469 |
| CHEVRON CORP | $125,649 | $218,798 |
| CISCO SYSTEMS INC | $95,235 | $89,230 |
| COLUMBIA FDS SRS TR I DIVIDEND | $705,918 | $778,387 |
| CONOCOPHILLIPS | $64,592 | $162,014 |
| CONSTELLATION BRANDS INC | $65,583 | $85,284 |
| CONSUMER STAPLES SELECT SECTOR | $56,303 | $54,272 |
| COOPER COMPANIES INC | $35,956 | $49,931 |
| COPART INC | $113,104 | $122,389 |
| COSTCO WHOLESALE CORPORATION | $74,101 | $125,538 |
| DANAHER CORP | $137,933 | $188,714 |
| DEERE CO | $134,006 | $150,066 |
| DOLLAR GENERAL CORP | $81,630 | $79,785 |
| DOLLARAMA INC | $32,032 | $55,298 |
| DOMINOS PIZZA INC | $35,871 | $32,562 |
| DUKE ENERGY CO | $41,633 | $51,907 |
| EATON CORP PLC | $83,444 | $90,403 |
| ECOLAB INC | $37,782 | $45,706 |
| EQUIFAX INC | $37,575 | $47,035 |
| EXPEDIA INC | $56,211 | $34,339 |
| EXXON MOBIL CORP | $75,676 | $120,006 |
| FORTIVE CORPORATION | $71,650 | $70,418 |
| GUGGENHEIM RISK MANAGED REAL E | $472,443 | $510,231 |
| HEICO CORP | $17,866 | $19,973 |
| HILTON WORLDWIDE HOLDINGS, INC | $65,327 | $82,008 |
| HOME DEPOT INC | $45,189 | $172,775 |
| HONEYWELL INTL | $146,680 | $200,585 |
| HOWMET AEROSPACE ORD SHS | $102,702 | $112,319 |
| IAA INC | $41,003 | $44,320 |
| INT'L FLAVORS & FRAGRANCES INC | $54,079 | $47,493 |
| INTERCONTINENTAL EXCHANGE, INC | $65,698 | $88,330 |
| INVESCO QQQ TRUST | $449,311 | $361,076 |
| IQVIA HOLDINGS INC | $99,575 | $124,573 |
| ISHARE SP SMALL CAP 600 INDEX | $276,056 | $236,979 |
| ISHARES CHINA LARGE CAP | $55,789 | $41,771 |
| ISHARES CORE MSCI DEV MKTS ETF | $656,974 | $546,701 |
| ISHARES TR S & P MIDCAP 400 IN | $225,360 | $192,786 |
| JOHNSON & JOHNSON | $102,113 | $167,818 |
| JONES LANG LASALLE | $23,751 | $19,124 |
| JP MORGAN CHASE | $258,219 | $357,377 |
| KEYSIGHT TECHNOLOGIES INC | $30,301 | $33,530 |
| LABORATORY CORP AMER HLDGS | $14,832 | $23,313 |
| LI NING COMPANY LTD | $21,120 | $22,149 |
| LINCOLN ELECTRIC HOLDING INC | $43,649 | $47,682 |
| LOCKHEED MARTIN CORP | $74,806 | $86,595 |
| LORD ABBETT INVESTMENT TRUST S | $1,224,999 | $1,136,966 |
| LOWES COMPANIES INC | $69,754 | $134,089 |
| LVMH-MOET HNSY L VUTN | $70,141 | $119,264 |
| LYONDELLBASELL INDUSTRIES NV | $81,674 | $66,424 |
| MASCO CORP | $76,016 | $121,529 |
| MASTERCARD INC | $92,532 | $81,717 |
| MERCADOLIBRE, INC | $80,979 | $54,159 |
| MICROSOFT CORP | $250,678 | $717,302 |
| MORGAN STANLEY | $81,578 | $170,040 |
| MOTOROLA SOLUTIONS INC | $111,485 | $117,000 |
| NASDAQ OMX GROUP | $20,137 | $44,233 |
| NETFLIX INC | $129,952 | $117,952 |
| NEXTERA ENERGY, INC | $106,136 | $168,956 |
| NICE SYSTEMS LTD | $30,548 | $33,653 |
| NORTHROP GRUMMAN CORP | $77,418 | $116,215 |
| NUVEEN PREFERRED SECURITIES FU | $740,567 | $649,136 |
| NVIDIA CORP | $65,066 | $128,895 |
| OLD WESTBURY CREDIT INCOME FUN | $807,529 | $619,413 |
| OLD WESTBURY GLOBAL SMALL CAP | $2,777,396 | $2,535,562 |
| ORACLE CORP | $186,561 | $285,845 |
| OW LARGE CAP STRATEGIES FD | $5,893,017 | $6,098,391 |
| PAYCOM SOFTWARE | $29,673 | $24,514 |
| PAYDEN HIGH INCOME FUND CLASS | $632,900 | $624,361 |
| PAYPAL HOLDINGS, INC | $67,849 | $64,098 |
| PEPSICO INC | $79,734 | $138,024 |
| PFIZER INC | $85,718 | $128,100 |
| PIONEER NAT RES CO | $57,640 | $73,313 |
| PROCTER GAMBLE CO | $110,830 | $165,200 |
| PROLOGIS | $123,303 | $101,795 |
| S&P GLOBAL INC COM | $126,570 | $120,578 |
| SAIA, INC | $19,504 | $18,871 |
| SALESFORCE.COM | $95,152 | $112,702 |
| SCHLUMBERGER LTD | $133,113 | $132,314 |
| SELECT SECTOR SPDR-HEALTH CARE | $82,909 | $82,189 |
| SERVICE NOW | $38,825 | $55,134 |
| SMITH A O CORP DEL COM | $27,704 | $31,253 |
| SPDR S&P 500 ETF TRUST | $274,941 | $258,140 |
| STARBUCKS CORP COM | $50,007 | $129,654 |
| STERIS PLC | $18,058 | $39,154 |
| STRYKER CORPORATION | $93,143 | $132,269 |
| SYNOPSYS, INC | $10,644 | $30,652 |
| SYSCO CORP | $62,157 | $60,396 |
| TELEFLEX INC | $42,551 | $37,195 |
| TEXAS INSTRUMENTS INC | $75,950 | $118,132 |
| THE BLACKSTONE GROUP INC CL A | $30,811 | $46,962 |
| THE COCA-COLA CO | $49,600 | $80,530 |
| THERMO FISHER SCIENTIFIC INC | $121,255 | $291,315 |
| TJX COMPANIES INC | $36,385 | $133,648 |
| TRADEWEB MARKETS INC | $17,901 | $18,115 |
| TRANSUNION COM USD0.01 | $53,500 | $48,238 |
| TRAVELERS COMPANIES INC | $103,470 | $131,243 |
| UNION PACIFIC | $196,279 | $273,954 |
| UNITEDHEALTH GROUP INC | $201,901 | $407,708 |
| US FOODS HOLDING CORPORATION | $49,677 | $53,888 |
| VANGUARD MID-CAP ETF | $751,557 | $1,022,921 |
| VANGUARD SM-CAP ETF | $458,281 | $523,273 |
| VERIZON COMMUNICATIONS | $125,896 | $95,190 |
| VICTORY MARKET NEUTRAL INCOME | $635,000 | $551,025 |
| VISA INC | $247,506 | $566,769 |
| VULCAN MATERIALS CO | $202,955 | $225,191 |
| WAL-MART STORES INC | $106,116 | $99,253 |
| WALT DISNEY HOLDINGS CO | $212,128 | $150,563 |
| WEX, INC | $31,617 | $29,948 |
| WILLIAMS COS | $61,503 | $82,250 |
| WILLSCOT MOBILE MINI CL A | $25,415 | $24,392 |
| ZOETIS INC | $51,792 | $92,473 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,233,599 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,989,057 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIFTH AVENUE MULTI-STRATEGY OF | $2,250,001 | $2,725,748 |
| FIFTH AVENUE PRIVATE EQUITY 14 | $395,147 | $771,576 |
| FIFTH AVENUE PRIVATE EQUITY 15 | $314,086 | $469,638 |
| FIFTH AVENUE PRIVATE EQUITY 16 | $116,198 | $133,607 |
| FIFTH AVENUE REAL ASSETS 4 LLC | $202,877 | $318,166 |
| FIFTH AVENUE REAL ASSETS 5 LLC | $91,367 | $104,136 |
| MS GLOBAL DISTRESSED OPPORTUNI | $27,019 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING - DOUBLE | $2,611,800 | $1,958,850 | $652,950 | $80,000 |
| FURNITURE AND FIXT | $149,379 | $149,379 | ||
| LAND - DOUBLE H RA | $344,789 | $344,789 | $20,000 | |
| LAND IMP - DOUBLE | $64,886 | $64,886 | ||
| MACHINERY & EQUIPM | $99,422 | $99,422 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $98,867 | $98,867 | |
| Bank Charges | $8 | $8 | |
| Foundation Dues & Memberships | $795 | $795 | |
| Indemnification Insurance | $2,250 | $2,250 | |
| K-1 Exp FIFTH AVENUE PRIVATE E | $14,572 | $14,537 | |
| K-1 Exp FIFTH AVENUE PRIVATE E | $11,395 | $11,391 | |
| K-1 Exp FIFTH AVENUE PRIVATE E | $9,866 | $9,866 | |
| K-1 Exp FIFTH AVENUE REAL ASSE | $28,611 | $28,559 | |
| K-1 Exp FIFTH AVENUE REAL ASSE | $9,636 | $9,622 | |
| OFFICE SUPPLIES | $252 | $252 | |
| Property insurance | $9,001 | $9,001 | |
| Property Maintenance | $772 | $772 | |
| State or Local Filing Fees | $1,500 | $1,500 | |
| Website Hosting/Support | $7,375 | $7,375 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 14 LLC | $3,491 | $2,551 |
| K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 15 LLC | -$1,126 | -$387 |
| K-1 Inc/Loss FIFTH AVENUE PRIVATE EQUITY 16 LLC | -$630 | $421 |
| K-1 Inc/Loss FIFTH AVENUE REAL ASSETS 4 LLC | $14,956 | $22,180 |
| K-1 Inc/Loss FIFTH AVENUE REAL ASSETS 5 LLC | -$6,398 | $1,393 |
| Federal Tax Refund | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $4,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $139,196 | Amt |
| Net Investment Income | $139,196 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Estate of Georgia Beckos Wood Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Barbara Wages 12 Moss Oaks Dr | AddressLine1Txt |
| City | Ameilia Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $8,600 | |
| 990-PF Extension for 2021 | $26,200 | |
| Foreign Tax Paid | $1,879 | $1,879 |
| STATE INCOME TAX 2021 | $927 | |
| STATE INCOME TAX EXT. 2021 | $250 | |
| PTNRSHP STATE TAX WITHHOLD | $238 | $238 |