RICHARD D DONCHIAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD D DONCHIAN CHARITABLE FOUNDATION INC (EIN 06-1514402)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349102774
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds 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 | 2025-05-13T13:58:08-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061600779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 Rivo Lakes Blvd | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | 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 | 061514402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard D Donchian Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Geoffrey Parkinson SR | InCareOfNm |
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 7037264973 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 Rivo Lakes Blvd | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEOFFREY PARKINSON SR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2038691304 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEOFFREY PARKINSON | PreparerPersonNm |
| PTIN | P01950805 | PTIN |
| Phone | 7037264973 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,467,786 | 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 | $18,715 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,821 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $238,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,452 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,187,493 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,406,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,189,343 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $447 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $447 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,444,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,447,063 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $92,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,166 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,166 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,967 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,244 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $646 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $646 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,874 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,608 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $477,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $477,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $716,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,608 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $583,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $728,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,335,455 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $438,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $742,623 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $742,623 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $727,274 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,917,448 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,839,137 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,201,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,202,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,951,160 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,420,383 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $733,302 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $736,242 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,940,035 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,906,283 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,198,624 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,728,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,502,215 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,467,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,728,482 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,502,215 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,728,482 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,502,215 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,728,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,502,215 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,728,482 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $728,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,000 | OtherIncreasesAmt |
| Subtotal | $9,507,217 | SubtotalAmt |
| Other Decreases | $5,002 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,502,215 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly-traded Securities ST | P | $2,189,268 | $2,100,120 | $89,148 | $89,148 |
| Publicly-traded Securities LT | P | $3,093,050 | $2,116,992 | $976,058 | $976,058 |
| Capital Gains Distributions LT | P | $123,152 | $123,152 | $123,152 | |
| Cap Gains Adjustments | P | $985 | $985 | $985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,189,343 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,563 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,563 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,937 | OverpaymentAmt |
| Applied To ES Tax | $1,937 | 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 | 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 | CT | 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 |
| Website Address | www.rddonchian.org | WebsiteAddressTxt |
| Individual With Books | Foundation Services | IndividualWithBooksNm |
| Phone | 2035548483 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 Rivo Lakes Blvd | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Geoffrey Parkinson Sr | ||||||||
| 6270 Rivo Lakes Blvd | Sarasota | FL | 34241 | President | 5.00 | $47,500 | $0 | $0 |
| Leland Selby Esq | ||||||||
| 6270 Rivo Lakes Blvd | Sarasota | FL | 34241 | VP Secretary | 5.00 | $33,000 | $0 | $0 |
| Geoffrey Parkinson Jr | ||||||||
| 6270 Rivo Lakes Blvd | Sarasota | FL | 34241 | Treasurer | 5.00 | $35,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY Mellon Wealth Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Mason Street | AddressLine1Txt |
| City | Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $83,166 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,886,187 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $401,342 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,287,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,287,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,118,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $555,911 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $555,911 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,563 | TotalTaxAmt |
| Distributable Before Adj | $537,348 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $50,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $587,348 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $587,348 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $583,920 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $583,920 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $587,348 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $98,565 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,996 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,986 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,896 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $112,904 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $337,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $583,920 | QualifyingDistributionsAmt |
| Applied To Current Year | $583,920 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,428 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,428 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $333,919 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $95,137 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $238,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,996 | ExcessFromYear4Amt |
| Excess From Year3 | $44,986 | ExcessFromYear3Amt |
| Excess From Year2 | $26,896 | ExcessFromYear2Amt |
| Excess From Year1 | $112,904 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Geoffrey Parkinson | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 Rivo Lakes Blvd | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7037264973 | RecipientPhoneNum |
| Recipient Email Address | rdd@fsllc.net | RecipientEmailAddressTxt |
| Form And Info And Materials | See attached mission statement and guidelines.Applications through website: www.rddonchian.org.No LOIs or preapproval. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Rolling Deadline | SubmissionDeadlinesTxt |
| Restrictions On Awards | See the mission statement, FAQs and guidelines on the foundations website: www.rddonchian.org | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Attached Grants Paid List | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 Rivo Lakes Blvd | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NA | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $477,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $477,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Attached Scheduled Grants List | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6270 Rivo Lakes Blvd | AddressLine1Txt |
| City | Sarasota | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NA | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $518,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $518,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,715 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238,331 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,187,493 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Funds | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,444,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,444,986 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | BNY Mellon Wealth Management | ContractorPersonNm |
| Explanation | Investment Management, Advisory and Custodial Services | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $733,302 | EOYBookValueAmt |
| EOYFMV | $736,242 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $4,202,559 | EOYBookValueAmt |
| EOYFMV | $5,951,160 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,917,448 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,839,137 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Exchange-traded & Mutual Funds | CategoryOrItemTxt |
| Book Value | $1,906,283 | BookValueAmt |
| EOYFMV | $2,198,624 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Canceled Grant | $5,000 |
| Adjustment for Rounding | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Insurance | $2,859 | $0 | $0 | $2,859 |
| Accounting | $305 | $0 | $0 | $305 |
| Filing Fee CT | $50 | $0 | $0 | $50 |
| Exponent Philanthropy | $1,660 | $0 | $0 | $1,660 |
| ADR Fees | $98 | $98 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Deposit | Desc |
| Revenue And Expenses Per Books | $447 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $447 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Returned Grant | Desc |
| Amt | $50,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Advisor Fees | $57,049 | $57,049 | $0 | $0 |
| Custodial Fees | $26,117 | $26,117 | $0 | $0 |
| Administration Fees | $5,000 | $0 | $0 | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Estimated Tax Deposits 2024 | $20,500 | $0 | $0 | $0 |
| Excise Tax Payment 2023 | $223 | $0 | $0 | $0 |
| Foreign Taxes | $5,244 | $5,244 | $0 | $0 |