MRB FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MRB FOUNDATION INC (EIN 36-3920061)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349102398
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T11:52:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364239396 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELL & ANDERSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 HUNT CLUB WAY | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | 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 | 363920061 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MRB FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MRBF | BusinessNameControlTxt |
| Phone | 2623843700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 HUNT CLUB WAY | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER W BELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2623843700 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENT L BARRINGER | PreparerPersonNm |
| PTIN | P01539536 | PTIN |
| Phone | 2623843700 | PhoneNum |
| 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 | $36,401,082 | 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 | $900,668 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $123,087 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123,087 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $387,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $387,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,071,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,580,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,071,403 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,513 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,513 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,485,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,584,847 | 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 |
| Accounting Fees Rev And Expnss | $109,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $109,990 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,743 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,743 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,350 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $257,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,422,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,422,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,679,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,422,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,806,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,348,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,959 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,356 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $927,843 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,157,159 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,164,913 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,949,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,874,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,477,181 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,862,193 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,540,764 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,656,632 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,855,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,674,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,401,082 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,855,552 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,674,488 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,855,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,674,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,855,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,674,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,855,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,806,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,660 | OtherIncreasesAmt |
| Subtotal | $22,674,489 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,674,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| PUBLICY TRADED SECURITIES STCG/(L) | P | $868,990 | $868,564 | $426 | $426 | ||
| BENT LARGE-CAP LP STCG/(L) | P | $52,570 | $52,570 | $52,570 | |||
| BENT LARGE-CAP LP LTCG/(L) | P | $1,296,639 | $1,296,639 | $1,296,639 | 2024-12-31 | ||
| BENT MID-CAP LP STCG/(L) | P | $106,815 | -$106,815 | -$106,815 | 2024-12-31 | ||
| BENT MID-CAP LP LTCG/(L) | P | $424,835 | $424,835 | $424,835 | 2024-12-31 | ||
| PUBLICY TRADED SECURITIES LTCG/(L) | P | $234,416 | $200,381 | $34,035 | $34,035 | ||
| BENT INTERNATIONAL LP STCG/(L) | P | $60,351 | -$60,351 | -$60,351 | 2024-12-31 | ||
| BENT INTERNATIONAL LP LTCG/(L) | P | $35,805 | $35,805 | $35,805 | 2024-12-31 | ||
| RE-1 LP STCG/(L) | P | $19,116 | $19,116 | $19,116 | 2024-12-31 | ||
| RE-1 LP LTCG/(L) | P | $107,559 | $107,559 | $107,559 | 2024-12-31 | ||
| 6.394698 SHARES BENT LARGE CAP LP | P | $235,484 | $132,415 | $103,069 | $103,069 | 2024-01-02 | 2014-02-27 |
| 1.505702 SHARES BENT MID-CAP LP | P | $104,739 | $67,367 | $37,372 | $37,372 | 2024-01-02 | 2013-12-31 |
| 8.06241 SHARES BENT INTERNATIONAL LP | P | $45,015 | $31,155 | $13,860 | $13,860 | 2024-01-02 | 2016-01-08 |
| 1.281885 SHARES RE-1 LP | P | $49,204 | $42,058 | $7,146 | $7,146 | 2024-01-02 | 2015-06-30 |
| CAPITAL GAINS DIVIDENDS | P | $106,137 | $106,137 | $106,137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,071,403 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,646 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,646 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,283 | 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 | $52,283 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,637 | OverpaymentAmt |
| Applied To ES Tax | $19,637 | 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 | WI | 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 | WALTER W BELL | IndividualWithBooksNm |
| Phone | 2623843700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BELL ANDERSON LLC 410 HUNT CLUB WAY | AddressLine1Txt |
| City | LAKE GENEVA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53147 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN P BENT | ||||||||
| C/O 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | PRESIDENT AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN P BENT III | ||||||||
| C/O 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | VICE PRESIDENT AND DIRECTO | 0.00 | $0 | $0 | $0 |
| WALTER W BELL | ||||||||
| 410 HUNT CLUB WAY | LAKE GENEVA | WI | 53147 | TREAS./SEC. AND DIRECTOR | 0.00 | $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 |
| 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 | $34,744,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,365 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,786,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,786,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $521,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,264,898 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,713,245 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,713,245 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,646 | TotalTaxAmt |
| Distributable Before Adj | $1,680,599 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,680,599 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,680,599 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,422,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,422,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,680,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,421,574 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,422,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,421,574 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $426 | 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 | $1,680,173 | 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 (112 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADLER PLANETARIUM | ||||||||
| 1300 S DUSABLE LAKE SHORE DRIVE | CHICAGO | IL | 60605 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 | |
| ALEXANDER DAWSON FOUNDATION | ||||||||
| DEVELOPMENT OFFICE 10455 DAWSON | LAFAYETTE | CO | 80026 | N/A | 501(C)(3) | EDUCATIONAL | $20,000 | DRIVE |
| AMERICAN SOCIETY OF PEDIATRIC OTOLARYNGOLOGY | ||||||||
| C/O ASSOCIATION MANAGEMENT BY ACS | CHICAGO | IL | 60611 | N/A | 501(C)(3) | MEDICAL | $2,000 | 633 N SAINT CLAIR STREET SUITE 2400 |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| AUDUBON CANYON RANCH | ||||||||
| PO BOX 577 | STINSON BEACH | CA | 94970 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 | |
| AUTISM SPEAKS INC | ||||||||
| DONATIONS PROCESSING CENTER PO BOX | BOONE | IA | 500370148 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 | 37148 |
| BARNARD COLLEGE | ||||||||
| BOX AS 3009 BROADWAY | NEW YORK | NY | 10027 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 | |
| BOCA RATON REGIONAL HOSPITAL INC | ||||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | N/A | 501(C)(3) | MEDICAL | $2,000 | |
| BRIDGE THE GAP COLLEGE PREP | ||||||||
| PO BOX 1390 | SAUSALITO | CA | 94965 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 | |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||
| DEVELOPMENT SUPPORT SERVICES 1 | SAN LUIS OBISPO | CA | 943070443 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 | GRAND AVENUE BUILDING 117 |
| CANAL ALLIANCE | ||||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| CAPE ELEUTHERA FOUNDATION INC | ||||||||
| 1900 MARKET STREET 8TH FLOOR | PHILADELPHIA | PA | 19103 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| CHEWONKI FOUNDATION INC | ||||||||
| 485 CHEWONKI NECK ROAD | WISCASSET | ME | 04578 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 133461398 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 | |
| CONNECTICUT COLLEGE | ||||||||
| OFFICE OF COLLEGE ADVANCEMENT 270 | NEW LONDON | CT | 06320 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 | MOHEGAN AVENUE |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| PO BOX 418608 | BOSTON | MA | 022418608 | N/A | 501(C)(3) | ENVIRONMENTAL | $5,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 90581 | DURHAM | NC | 277080581 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | 501(C)(3) | ENVIRONMENTAL | $65,000 | |
| ESSEX LAND TRUST INC | ||||||||
| PO BOX 373 | ESSEX | CT | 06426 | N/A | 501(C)(3) | ENVIRONMENTAL | $5,000 | |
| ESSEX LIBRARY ASSOCIATION | ||||||||
| 33 WEST AVENUE | ESSEX | CT | 06426 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 | |
| ESSEX MEADOWS FOUNDATION INC | ||||||||
| 30 BOKUM ROAD | ESSEX | CT | 06426 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 | |
| ESSEX MEADOWS FOUNDATION INC | ||||||||
| 30 BOKUM ROAD SUITE 1 | ESSEX | CT | 06426 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | 501(C)(3) | EDUCATIONAL | $2,500 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | 501(C)(3) | EDUCATIONAL | $3,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 | |
| FEEDING AMERICA | ||||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | N/A | 501(C)(3) | GENERAL | $15,000 | |
| FIRST CONGREGATIONAL CHURCH OF OLD LYME | ||||||||
| 2 FERRY ROAD | OLD LYME | CT | 063712323 | N/A | 501(C)(3) | RELIGIOUS | $2,000 | |
| FIRST CONGREGATIONAL CHURCH OF OLD LYME | ||||||||
| 2 FERRY ROAD | OLD LYME | CT | 06731 | N/A | 501(C)(3) | RELIGIOUS | $1,000 | |
| FLORENCE GRISWOLD MUSEUM | ||||||||
| 96 LYME STREET | OLD LYME | CT | 06371 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10038 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| GOLDEN GATE NATIONAL PARKS CONSERVANCY | ||||||||
| PO BOX 7818 | SAN FRANCISCO | CA | 94120 | N/A | 501(C)(3) | ENVIRONMENTAL | $5,000 | |
| GRAND TETON NATIONAL PARK FOUNDATION | ||||||||
| PO BOX 249 | MOOSE | WY | 83012 | N/A | 501(C)(3) | WILDLIFE | $15,000 | |
| GRIFFIN MUSEUM OF SCIENCE & INDUSTRY | ||||||||
| 5700 S DUSABLE LAKE SHORE DRIVE | CHICAGO | IL | 60637 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 | |
| HILLSIDE LEARNING CENTER | ||||||||
| 7415 LOOKOUT ROAD | LONGMONT | CO | 80503 | N/A | 501(C)(3) | EDUCATIONAL | $170,000 | |
| HOLY CROSS HOSPITAL INC | ||||||||
| ATTN DEVELOPMENT OFFICE 4725 NORTH | FORT LAUDERDALE | FL | 33308 | N/A | 501(C)(3) | MEDICAL | $2,000 | FEDERAL HIGHWAY |
| INTERNATIONAL THYROID CANCER STUDY GROUP INC | ||||||||
| PO BOX 270 | YORKVILLE | NY | 13495 | N/A | 501(C)(3) | MEDICAL | $5,000 | |
| IVORYTON PLAYHOUSE FOUNDATION INC | ||||||||
| PO BOX 458 | IVORYTON | CT | 06442 | N/A | 501(C)(3) | CULTURAL | $1,000 | |
| JOHN G SHEDD AQUARIUM | ||||||||
| 1200 SOUTH LAKESHORE DRIVE | CHICAGO | IL | 60605 | N/A | 501(C)(3) | GENERAL | $120,000 | |
| LOOMIS CHAFFEE SCHOOL | ||||||||
| 4 BATCHELDER ROAD | WINDSOR | CT | 06095 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 | |
| MARIN ACADEMY | ||||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 | |
| MARIN AGRICULTURAL LAND TRUST | ||||||||
| PO BOX 809 | POINT REYES STATION | CA | 94956 | N/A | 501(C)(3) | EDUCATIONAL | $14,000 | |
| MAYO CLINIC | ||||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | N/A | 501(C)(3) | MEDICAL | $10,000 | |
| MIB AGENTS INC | ||||||||
| PO BOX 858 | BARNARD | VT | 05031 | N/A | 501(C)(3) | MEDICAL | $5,000 | |
| MIDDLESEX HEALTH | ||||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | N/A | 501(C)(3) | MEDICAL | $3,000 | |
| MIDDLESEX HEALTH | ||||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | N/A | 501(C)(3) | MEDICAL | $2,000 | |
| MONTEFIORE MEDICAL CENTER | ||||||||
| MONTEFIORE EINSTEIN OFFICE OF | BRONX | NY | 10467 | N/A | 501(C)(3) | MEDICAL | $2,000 | DEVELOPMENT 3325 BAINBRIDGE AVENUE |
| MORRISTOWN-BEARD SCHOOL | ||||||||
| 70 WHIPPANY ROAD | MORRISTOWN | NJ | 07960 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| 1111 NORTH CAPITAL STREET NE | WASHINGTON | DC | 20002 | N/A | 501(C)(3) | GENERAL | $9,000 | |
| NEW YORK RESTORATION PROJECT | ||||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 10001 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| NORTHEAST WISCONSIN LAND TRUST INC | ||||||||
| 14 TRI-PARK WAY SUITE 1 | APPLETON | WI | 54914 | N/A | 501(C)(3) | ENVIRONMENTAL | $8,000 | |
| NTSAD - NATIONAL TAY-SACHS AND ALLIED DISEASES ASSOCIATION INC | ||||||||
| ATTENTION THE LORD FUND 2001 BEACON | BOSTON | MA | 02125 | N/A | 501(C)(3) | MEDICAL | $3,000 | STREET SUITE 204 |
| OCEANA INC | ||||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | ENVIRONMENTAL | $10,000 | 200 |
| OVERLOOK FOUNDATION | ||||||||
| 46-48 BEAUVOIR AVENUE | SUMMIT | NJ | 07901 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| PALESTINE CHILDREN'S RELIEF FUND | ||||||||
| PO BOX 1926 | KENT | OH | 44240 | N/A | 501(C)(3) | HUMANITARIAN | $40,000 | |
| PALM BEACH DRAMAWORKS INC | ||||||||
| 201 CLEMATIS STREET | WEST PALM BEACH | FL | 33401 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | N/A | 501(C)(3) | CONSERVATION | $10,000 | |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC | ||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | N/A | 501(C)(3) | ENVIRONMENTAL | $20,000 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK INC | ||||||||
| MARGARET SANGER SQUARE 26 BLEECKER | NEW YORK | NY | 100122413 | N/A | 501(C)(3) | EDUCATIONAL | $11,000 | STREET |
| PLANNED PARENTHOOD OF GREATER NEW YORK INC | ||||||||
| MARGARET SANGER SQUARE 26 BLEECKER | NEW YORK | NY | 100122413 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 | STREET |
| POINT O' WOODS FOUNDATION INC | ||||||||
| POINT O WOODS BOAT TERMINAL 82 | BAY SHORE | NY | 117068737 | N/A | 501(C)(3) | CULTURAL | $5,000 | MAPLE AVENUE |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 | |
| PROJECT HOPE | ||||||||
| 1220 19TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| PROJECT HOPE | ||||||||
| 1220 19TH STREET NW SUITE 800 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL | $20,000 | |
| PUBLIC BROADCASTING RADIO OF COLORADO INC | ||||||||
| 7409 SOUTH ALTON COURT | CENTENNIAL | CO | 80112 | N/A | 501(C)(3) | EDUCATIONAL | $3,000 | |
| RIVERDALE NEIGHBORHOOD HOUSE INC | ||||||||
| 5521 MOSHOLU AVENUE | BRONX | NY | 104712409 | N/A | 501(C)(3) | GENERAL | $30,000 | |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | 501(C)(3) | ENVIRONMENTAL | $25,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1201 W HARRISON STREET SUITE 300 | CHICAGO | IL | 60607 | N/A | 501(C)(3) | MEDICAL | $30,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTON | CT | 06470 | N/A | 501(C)(3) | GENERAL | $10,000 | |
| SARAH LAWRENCE COLLEGE | ||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 | |
| SAVANNAH COUNTRY DAY SCHOOL INC | ||||||||
| 824 STILLWOOD DRIVE | SAVANNAH | GA | 31419 | N/A | 501(C)(3) | EDUCATIONAL | $25,000 | |
| SAVANNAH COUNTRY DAY SCHOOL INC | ||||||||
| 824 STILLWOOD DRIVE | SAVANNAH | GA | 31419 | N/A | 501(C)(3) | EDUCATIONAL | $3,000 | |
| SEA SHEPHERD CONSERVATION SOCIETY | ||||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | N/A | 501(C)(3) | ENVIRONMENTAL | $10,000 | |
| SHELDRICK WILDLIFE TRUST USA | ||||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | N/A | 501(C)(3) | ENVIRONMENTAL | $11,000 | |
| SHELDRICK WILDLIFE TRUST USA | ||||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | N/A | 501(C)(3) | ENVIRONMENTAL | $5,000 | |
| SIERRA WATCH | ||||||||
| 408 BROAD STREET SUITE 12 | NEVADA CITY | CA | 95959 | N/A | 501(C)(3) | ENVIRONMENTAL | $10,000 | |
| SLIDE RANCH | ||||||||
| 2025 SHORELINE HIGHWAY | MUIR BEACH | CA | 949659728 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 | |
| SONOMA LAND TRUST | ||||||||
| 822 FIFTH STREET | SANTA ROSA | CA | 95404 | N/A | 501(C)(3) | ENVIRONMENTAL | $10,000 | |
| SOUTHERN POVERTY LAW CENTER INC | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | 501(C)(3) | GENERAL | $4,500 | |
| TAFT SCHOOL | ||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 | |
| THE CHURCH AT POINT O'WOODS | ||||||||
| 82 MAPLE AVENUE | BAY SHORE | NY | 11706 | N/A | 501(C)(3) | RELIGIOUS | $5,000 | |
| THE COLORADO COLLEGE | ||||||||
| OFFICE FOR ADVANCEMENT PO BOX 1117 | COLORADO SPRINGS | CO | 809019897 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 | |
| THE CONNECTICUT AUDUBON SOCIETY | ||||||||
| 314 UNQUOWA ROAD | FAIRFIELD | CT | 06824 | N/A | 501(C)(3) | ENVIRONMENTAL | $1,000 | |
| THE CONNECTICUT RIVER FOUNDATION AT STEAMBOAT DOCK INC | ||||||||
| 67 MAIN STREET | ESSEX | CT | 06426 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 | |
| THE DIAN FOSSEY GORILLA FUND INTERNATIONAL | ||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | N/A | 501(C)(3) | ENVIRONMENTAL | $25,000 | |
| THE GREATER CEDAR RAPIDS COMMUNITY FOUNDATION | ||||||||
| 324 3RD STREET SE | CEDAR RAPIDS | IA | 52401 | N/A | 501(C)(3) | GENERAL | $1,000 | |
| THE HUMANE SOCIETY OF BOULDER VALLEY INC | ||||||||
| 2323 55TH STREET | BOULDER | CO | 80301 | N/A | 501(C)(3) | GENERAL | $3,000 | |
| THE MOUNTAIN SCHOOL OF MILTON ACADEMY | ||||||||
| 151 MOUNTAIN SCHOOL ROAD | VERSHIRE | VT | 050799655 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | ENVIRONMENTAL | $7,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | ENVIRONMENTAL | $5,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | 501(C)(3) | ENVIRONMENTAL | $10,000 | |
| THE NATURE CONSERVANCY | ||||||||
| COLORADO CHAPTER 2424 SPRUCE STREET | BOULDER | CO | 80302 | N/A | 501(C)(3) | ENVIRONMENTAL | $170,000 | |
| THE NATURE CONSERVANCY | ||||||||
| FLORIDA CHAPTER | WINTER PARK | FL | 32792 | N/A | 501(C)(3) | ENVIRONMENTAL | $20,000 | |
| THE PINGRY SCHOOL | ||||||||
| 131 MARTINSVILLE ROAD | BASKING RIDGE | NJ | 07920 | N/A | 501(C)(3) | EDUCATIONAL | $5,000 | |
| THE POSSE FOUNDATION INC | ||||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | N/A | 501(C)(3) | EDUCATIONAL | $25,000 | |
| THE SHORELINE SOUP KITCHENS AND PANTRIES | ||||||||
| PO BOX 804 | ESSES | CT | 06426 | N/A | 501(C)(3) | GENERAL | $2,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| PO BOX 889336 | LOS ANGELES | CA | 900889336 | N/A | 501(C)(3) | ENVIRONMENTAL | $15,000 | |
| UNIVERSITY OF COLORADO | ||||||||
| BUFF CLUB 369 UCB | BOULDER | CO | 80309 | N/A | 501(C)(3) | EDUCATIONAL | $25,000 | |
| VANDERBILT UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| GIFT AND DONOR SERVICES PMB 407727 | NASHVILLE | TN | 372407727 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 | 2301 VANDERBILT PLACE |
| WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| PO BOX 571021 | WINSTONSALEM | NC | 271571021 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 | |
| WAVE HILL INC | ||||||||
| 675 WEST 252ND STREET | BRONX | NY | 104712899 | N/A | 501(C)(3) | EDUCATIONAL | $40,000 | |
| WILD BIRD FUND INC | ||||||||
| 565 COLUMBUS AVENUE | NEW YORK | NY | 10024 | N/A | 501(C)(3) | ENVIRONMENTAL | $1,000 | |
| WILDLIFE CONSERVATION INTERNATIONAL | ||||||||
| THE ORANGUTAN PROJECT 9901 BRODIE | AUSTIN | TX | 78748 | N/A | 501(C)(3) | ENVIRONMENTAL | $20,000 | LANE SUITE 160 816 |
| WORLD CENTRAL KITCHEN INC | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | 501(C)(3) | GENERAL | $5,000 | |
| WORLD WILDLIFE FUND INC | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 200371193 | N/A | 501(C)(3) | ENVIRONMENTAL | $10,000 | |
| WORLD WILDLIFE FUND INC | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 200371193 | N/A | 501(C)(3) | ENVIRONMENTAL | $25,000 | |
| WYOMING HUMANITIES COUNCIL | ||||||||
| PO BOX 400 | LARAMIE | WY | 82073 | N/A | 501(C)(3) | GENERAL | $3,000 | |
| WYOMING PBS FOUNDATION | ||||||||
| 2660 PECK AVENUE | RIVERTON | WY | 825012215 | N/A | 501(C)(3) | EDUCATIONAL | $4,000 | |
| YALE UNIVERSITY | ||||||||
| CONTRIBUTION PROCESSING PO BOX 2038 | NEW HAVEN | CT | 065212038 | N/A | 501(C)(3) | EDUCATIONAL | $20,000 | |
| YALE-NEW HAVEN HOSPITAL | ||||||||
| OFFICE OF DEVELOPMENT PO BOX 1849 | NEW HAVEN | CT | 065081849 | N/A | 501(C)(3) | MEDICAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,422,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,087 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387,844 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,513 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,071,403 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,584,847 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,584,847 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN P BENT CHARITABLE ANNUITY TRUST | ||||||
| 1 | C/O BELL ANDERSON LLC 410 HUNT CLUB | LAKE GENEVA | WI | 53147 | $450,334 | Yes (X) |
| JOHN P BENT CHARITABLE ANNUITY TRUST | ||||||
| 2 | C/O BELL ANDERSON LLC 410 HUNT CLUB | LAKE GENEVA | WI | 53147 | $450,334 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BELL & ANDERSON - TAX & ACCOUNTING | CategoryTxt |
| Amt | $109,990 | Amt |
| Net Investment Income | $109,990 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 GRWTH ETF (IVW) | $1,041,721 | $4,671,497 |
| ARTISAN INTERNATIONAL FUND INSTITUTIONAL SHARES | $1,354,975 | $1,519,374 |
| DRIEHAUS EMERGING MARKETS GROWTH CL I | $1,299,293 | $1,379,069 |
| ISHARES TR RUS MDCP VAL ETF | $2,096,909 | $3,598,368 |
| ISHARES S&P 500 VAL ETF | $882,167 | $1,106,150 |
| VANGUARDMSCI EUROPE ETF | $199,144 | $202,723 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,157,159 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,164,913 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENT MID CAP PARTNERSHIP | AT COST | $6,633,157 | $4,836,914 |
| BENT LARGE CAP PARTNERSHIP | AT COST | $3,990,774 | $12,789,640 |
| RE-1 PARTNERSHIP | AT COST | $2,049,417 | $2,839,392 |
| BENT INTERNATIONAL PARTNERSHIP | AT COST | $1,867,416 | $2,190,686 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WI ANNUAL REPORT AND FILING FEES | $40 | $40 | $0 |
| BENT LARGE-CAP LP - INVESTMENT FEE | $14,384 | $14,384 | $0 |
| BENT MID-CAP LP - INVESTMENT FEE | $38,519 | $38,519 | $0 |
| BENT INTERNATIONAL LP - INVESTMENT FEE | $20,912 | $20,912 | $0 |
| RE-1 LP - INVESTMENT FEE | $18,623 | $18,623 | $0 |
| BENT LARGE-CAP LP - ADR FEES | $586 | $586 | $0 |
| BENT MID-CAP LP - ADR FEES | $27 | $27 | $0 |
| BENT INTERNATIONAL LP - ADR FEES | $2,073 | $2,073 | $0 |
| BENT LARGE-CAP LP - TAX PREP FEES | $1,606 | $1,606 | $0 |
| BENT MID-CAP LP- TAX PREP FEES | $1,411 | $1,411 | $0 |
| BENT INTERNATIONAL LP - TAX PREP FEES | $1,411 | $1,411 | $0 |
| RE-1 LP - TAX PREP FEES | $1,411 | $1,411 | $0 |
| BENT LARGE-CAP LP - CLASS ACTION LITIGATION FEES | $120 | $120 | $0 |
| BENT MID-CAP LP - CLASS ACTION LITIGATION FEES | $32 | $32 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BENT LARGE-CAP LP - OTHER INCOME | $1,994 | $1,994 | $1,994 |
| BENT MID-CAP LP | $519 | $519 | $519 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BENT MID CAP LP - NONTAXABLE DIVIDENDS | $1,034 |
| RE-1 LP - NONTAXABLE DIVIDENDS | $11,626 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VOGEL CONSULTING | CategoryTxt |
| Amt | $16,743 | Amt |
| Net Investment Income | $16,743 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID - BENT LARGE CAP LP | $3,483 | $3,483 | $0 |
| FOREIGN TAX PAID - BENT MID-CAP LP | $50 | $50 | $0 |
| FOREIGN TAX PAID - BENT INTERNATIONAL LP | $4,037 | $4,037 | $0 |
| FOREIGN TAX PAID - MORGAN STANLEY | $780 | $780 | $0 |
| - 2024 | $21,000 | $0 | $0 |