DOBSON FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DOBSON FOUNDATION INC (EIN 13-6168259)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202343189349100709
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2023-11-08T07:56:02-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113089496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth A TotiloCPA Group NYC PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 Suffolk Ave | AddressLine1Txt |
| City | West Yarmouth | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02673 | 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 | 136168259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOBSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOBS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 NORTH SCHOOL LANE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH JEFFORDS ESQ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9177478371 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | JEFFORDS ESQ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth Totilo CPA | PreparerPersonNm |
| PTIN | P01221820 | PTIN |
| Phone | 9176588168 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,729,671 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $534,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,579 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,504 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,504 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $240,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,729 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $72,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,466 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,834 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,584 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,677 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $86,977 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $237,505 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $237,505 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $237,505 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$83,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,002 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $210,009 | CashBOYAmt |
| Cash EOY | $109,437 | CashEOYAmt |
| Cash EOYFMV | $109,437 | CashEOYFMVAmt |
| Corporate Stock BOY | $652,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $711,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $908,941 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,055,851 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,014,027 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $920,716 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,775,124 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,757,041 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,790,577 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,693,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,591,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,729,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,693,315 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,591,967 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,693,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,591,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,693,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,591,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,693,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$83,753 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,609,562 | SubtotalAmt |
| Other Decreases | $17,595 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,591,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| FIRST REPUBLIC SECURITIES ACCOUNTS | P | 2022-01-03 | 2022-12-31 | $126,493 | $138,140 | -$11,647 |
| FIRST REPUBLIC SECURITIES ACCOUNTS | P | 2021-12-01 | 2022-12-25 | $297,182 | $295,219 | $1,963 |
| FIRST REPUBLIC MUTUAL FUND DISTRIB | P | 2021-12-01 | 2022-12-25 | $26,218 | $26,218 | |
| FIRST REPUBLIC MUTUAL FUND DISTRIB | P | 2022-01-03 | 2022-12-31 | $324 | $324 | |
| ALTAIR VALUE IMPACT FUND K1 | P | 2022-01-03 | 2022-12-31 | $1,069 | $1,069 | |
| ALTAIR VALUE IMPACT FUND K1 | P | 2021-12-25 | 2022-12-31 | $83,652 | $83,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,579 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,254 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,141 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,141 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,061 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,061 | TotalPaymentsAndCreditsAmt |
| Tax Due | $80 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | KENNETH TOTILO | IndividualWithBooksNm |
| Phone | 9177478371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 NORTH SCHOOL LANE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH JEFFORDS ESQ | ||||||||
| 55 NORTH SCHOOL LANE | LANCASTER | PA | 17603 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| KENNETH TOTILO | ||||||||
| 55 NORTH SCHOOL LANE | LANCASTER | PA | 17603 | TREASURER | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,016,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,041,982 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,041,982 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,966,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,141 | TotalTaxAmt |
| Distributable Before Adj | $246,177 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $246,177 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $246,177 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $237,505 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $237,505 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $246,177 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $7,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,854 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $237,505 | QualifyingDistributionsAmt |
| Applied To Current Year | $237,505 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,854 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,854 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $818 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE ADRIONDACK COUNCIL INC | ||||||
| PO BOX D-2 | Elizabethtown | NY | 129320640 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| AUDUBON SOCIETY MAINE | ||||||
| 20 GILSLAND FARM RD | Falmouth | ME | 04105 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| BIGELOW LABORATORY 4 OCEAN SCIENCES | ||||||
| 60 BIGELOW DRIVE | East Boothbay | ME | 04544 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| BOYS AND GIRLS CLUB OF LANCASTER | ||||||
| 116 SOUTH WATER STREET | Lancaster | PA | 17603 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| COASTAL RIVERS CONSERVATION TRUST | ||||||
| PO BOX 333 | Damariscotta | ME | 04543 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| EARTHJUSTICE | ||||||
| 48 WALL STREET 15TH FL | New York | NY | 10005 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| ISLAND PRESS-CENTER FOR RESOURCE EC | ||||||
| 2000 M STREET NW NO 650 | Washington | DC | 20036 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| JALOPY THEATRE AND SCHOOL OF MUSIC | ||||||
| 315 COLUMBIA ST | Brooklyn | NY | 11231 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| LANCASTER SYMPHONY ORCHESTRA | ||||||
| 48 N Christian St | Lancaster | PA | 17602 | PC | TO ACCOMPLISH 501C3 PURPOSE | $500 |
| LANCASTER HISTORY | ||||||
| 230 N President Ave | Lancaster | PA | 17603 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| NATIONAL AUDUBON SOCIETY INC | ||||||
| NATIONAL AUDUBON SOCIETY INC | New York | NY | 10014 | PC | TO ACCOMPLISH 501C3 PURPOSE | $20,505 |
| NATIONAL MUSEUM OF RACING | ||||||
| 191 UNION AVE | Saratoga Springs | NY | 12866 | PC | TO ACCOMPLISH 501C3 PURPOSE | $20,500 |
| PLANNED PARENTHOOD OF NYC | ||||||
| 26 BLEEKER ST | New York | NY | 10012 | PC | TO ACCOMPLISH 501C3 PURPOSE | $20,000 |
| THE NATURE STUDIES CONSERVATORY | ||||||
| PO BOX 50703 | Santa Barbara | CA | 93150 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| COASTAL MAINE BOTANICAL GARDENS INC | ||||||
| PO BOX 234 | Boothbay | ME | 04537 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| CORNELL LAB OF ORINTHOLOGY | ||||||
| 159 SAPSUCKER SOODS RD | Ithaca | NY | 14850 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| YALE UNIVERSITY | ||||||
| NEW HAVEN | New Haven | CT | 06520 | PC | TO ACCOMPLISH 501C3 PURPOSE | $20,000 |
| ADIRONDACK LAND TRUST | ||||||
| 2861 NY-73 | Keene | NY | 12942 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| ALLEGRO ORCHESTRA LANCASTER | ||||||
| PO Box 1741 | Lancaster | PA | 17608 | PC | TO ACCOMPLISH 501C3 PURPOSE | $500 |
| AMAZON CONSERVATION ASSOCIATION | ||||||
| 1012 14th Street NW Suite 625 | Washington | DC | 20005 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| COVENANT HOUSE | ||||||
| 461 Eighth Avenue | New York | NY | 10001 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| ENVIRONMENTAL ADVOCATES OF NEW YORK | ||||||
| 353 Hamilton St Albany | Albany | NY | 12210 | PC | TO ACCOMPLISH 501C3 PURPOSE | $2,000 |
| FRIENDS OF BIRD LIFE | ||||||
| 462 West 42nd Street 2503 | New York | NY | 10036 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| FRIENDS OF LOPEZ ISLAND AND POOL | ||||||
| 177 Pool Lane | Lopez Island | WA | 98261 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| GREEN CITY FORCE | ||||||
| 630 Flushing Ave 8th floor | Brooklyn | NY | 11206 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| HUMANE SOCIETY | ||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| INTERNATIONAL CRANE FOUNDATION INC | ||||||
| E11376 Shady Lane Road | Baraboo | WI | 53913 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||
| 162 Washington Avenue | Albany | NY | 12231 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| NEW YORK CIVIL LIBERTIES UNIO | ||||||
| 125 Broad Street 19th Floor | New York | NY | 10004 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| NORTHEAST WILDERNESS TRUST | ||||||
| 17 State St 302 | Montpelier | VT | 05602 | PC | TO ACCOMPLISH 501C3 PURPOSE | $500 |
| NYC AUDUBON | ||||||
| 71 W 23rd St | New York | NY | 10010 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| OPERA HOUSE OF BOOTHBAY HARBOR | ||||||
| 86 Townsend Ave Boothbay Harbor | Boothbay Harbor | ME | 04538 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| RACHELS NETWORK | ||||||
| 1250 24th St NW Suite 610 | Washington | DC | 20037 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| SARATOGA COUNTY HISTORY CENTER | ||||||
| 21 Fairground Ave | Ballston Spa | NY | 12020 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| SEABIRD INSTITUTE | ||||||
| 12 Audubon Rd Bremen | Bremen | ME | 04551 | PC | TO ACCOMPLISH 501C3 PURPOSE | $20,000 |
| ST PAULS CHURCH | ||||||
| 3290 Loma Vista Road | Ventura | CA | 93003 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| THE WILDERNESS SOCIETY | ||||||
| 1801 Pennsylvania Ave NW 2nd Floor | Washington | DC | 20006 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| WATER STREET MISSION | ||||||
| 210 S Prince St Lancaster | Lancaster | PA | 17603 | PC | TO ACCOMPLISH 501C3 PURPOSE | $500 |
| WESTOVER SCHOOL MIDDLEBURY CT | ||||||
| 1237 Whittemore Rd | Middlebury | CT | 06762 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| YOSEMITE CONSERVANCY | ||||||
| 101 Montgomery Street Suite 2450 | San Francisco | CA | 94104 | PC | TO ACCOMPLISH 501C3 PURPOSE | $500 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 Massachusetts Ave NW | Washington | DC | 20001 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| FRIENDS OF HOG ISLAND | ||||||
| PO BOX 242 | Bremen | ME | 04551 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| LANCASTER FARMLAND TRUST | ||||||
| 125 Lancaster Ave | Strasburg | PA | 17579 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| THE PEREGRINE FUND | ||||||
| 5668 WEST FLYING HAWK LANE | Boise | ID | 83709 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 915 15TH ST NW | Washington | DC | 20005 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| LOS AMIGOS DEL ARTE POPULAR | ||||||
| 110 SANTA FE DR | Encinitas | CA | 92024 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| NATIONAL STEEPLECHASE ASSOCIATION | ||||||
| 400 FAIR HILL DRIVE | Elkton | MD | 21921 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| LENFEST INSTITUTE FOR JOURNALISM | ||||||
| 100 S INDEPENDENCE MALL SUITE 600 | Philadelphia | PA | 19106 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $237,505 | 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 |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIRST REPUBLIC | BondNm |
| EOY Book Value | $1,014,027 | EOYBookValueAmt |
| EOYFMV | $920,716 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIRST REPUBLIC | StockNm |
| EOY Book Value | $711,462 | EOYBookValueAmt |
| EOYFMV | $908,941 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST REPUBLIC MUTUAL FUNDS | $2,252,861 | $2,119,934 |
| PARTNERSHIP K-1 INVESTMENTS | $504,180 | $670,643 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS LOSSES | Desc |
| Amt | $17,595 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| K-1 86-1840490 EAGLE HILDRED | $11,148 | $11,148 | $0 | $0 |
| K-1 83-3777136 ALTAIR SEED CO | $1,529 | $1,529 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 82-1543005 ALTAIR EURO R E | Desc |
| Revenue And Expenses Per Books | $14,504 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,504 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $72,466 | Amt |
| Net Investment Income | $72,466 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN WITHHOLDINGS | $1,584 | $1,584 | $0 | $0 |
| STATE EXCISE | $250 | $0 | $0 | $0 |