WOODSHOUSE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WOODSHOUSE FOUNDATION (EIN 13-6983078)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202201309349101305
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T08:29:11-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132709344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEEHAN & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 ORINOCO DRIVE | AddressLine1Txt |
| City | BRIGHTWATERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136983078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSHOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2122966237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FAWCETT PLACE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDE RACTLIFFE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2122966237 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WENDE | PersonFirstNm |
| Person Last | RACTLIFFE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA BARRY | PreparerPersonNm |
| PTIN | P01281408 | PTIN |
| Phone | 6316657040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,776,375 | 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 |
| Dividends Rev And Expnss | $79,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $581,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,148,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $581,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $661,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $661,240 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,075 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,202 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,577 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,279 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,320,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,320,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,403,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,279 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,320,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$742,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $592,961 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $636,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,341,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,341,224 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,349,294 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,078,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,981,310 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,435,151 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,065,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,322,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,776,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,211,514 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,211,514 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,853,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,111,020 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,065,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,322,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,065,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,322,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,065,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$742,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,322,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,322,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $64,414 | $47,148 | $17,266 | $17,266 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $53,203 | $29,137 | $24,066 | $24,066 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $283,373 | $156,864 | $126,509 | $126,509 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $11,259 | $8,441 | $2,818 | $2,818 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $317,709 | $171,843 | $145,866 | $145,866 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $159,742 | $106,131 | $53,611 | $53,611 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $6,949 | $5,772 | $1,177 | $1,177 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $210,993 | $113,380 | $97,613 | $97,613 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $141,366 | $28,948 | $112,418 | $112,418 |
| US TSY BILL | P | $1,099,967 | $1,100,000 | -$33 | -$33 |
| US TSY BILL | P | $1,200,000 | $1,200,000 | $0 | $0 |
| US TSY BILL | P | $599,956 | $600,000 | -$44 | -$44 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $581,267 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,242 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,242 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,280 | 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 | $9,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,038 | OverpaymentAmt |
| Applied To ES Tax | $1,038 | 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 | CT | 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 | WENDE RACTLIFFE THOMAS FRAME | IndividualWithBooksNm |
| Phone | 2122966237 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FAWCETT PLACE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| WENDE RACTLIFFE | ||||||||
| 7 BOBOLINK LANE | GREENWICH | CT | 06830 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GRETCHEN BIGGS | ||||||||
| 15 FENWAY ROAD | WESTERLY | RI | 02891 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARTON W BIGGS | ||||||||
| 4026 RIVER ROAD | FABER | VA | 22938 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS FRAME | ||||||||
| 1 FAWCETT PLACE | GREENWICH | CT | 06830 | INVESTMENT MANAGER | 10.00 | $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 | $12,537,023 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $743,124 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,280,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,280,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,080,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $654,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $654,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,242 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,242 | TotalTaxAmt |
| Distributable Before Adj | $645,805 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $645,805 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $645,805 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,320,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,320,175 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $645,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $451,537 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $241,227 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,518 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $522,085 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $317,972 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,595,339 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,320,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $645,805 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $674,370 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,269,709 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $451,537 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,818,172 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $241,227 | ExcessFromYear4Amt |
| Excess From Year3 | $62,518 | ExcessFromYear3Amt |
| Excess From Year2 | $522,085 | ExcessFromYear2Amt |
| Excess From Year1 | $317,972 | ExcessFromYear1Amt |
| Excess From Current Year | $674,370 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR THE WEST | ||||||||||||
| PO BOX 1612 | BOISE | ID | 83701 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $35,000 | |||||
| AMERICAN INSTITUTE FOR ECONOMIC RES | ||||||||||||
| PO BOX 1000 | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $75,000 | |||||
| BROWNSTONE INSTITUTE | ||||||||||||
| 803 QUAYLE RUN | BROWNWOOD | TX | 76801 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||||
| CENTER FOR A HUMANE ECONOMY | ||||||||||||
| PO BOX 30845 | BETHESDA | MD | 20824 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | |||||
| CHORUS OF WESTERLY | ||||||||||||
| 119 HIGH ST | WESTERLY | RI | 02891 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $3,000 | |||||
| EPIPHANY SCHOOL | ||||||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $8,000 | |||||
| FEDERATION PEDAGOGIE STEINER WALDORF FRANCE | ||||||||||||
| NONE | NC | TO SUPPORT THE ORGANIZATION'S MISSION | $90,000 | 6 AVENUE GEORGES CLEMENCEAU | ST GENIS LAVAL | FR | 69230 | |||||
| FISCAL SPONSORSHIP ALLIES | ||||||||||||
| 9100 PURDUE ROAD SUITE 115 | INDIANAPOLIS | IN | 46268 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $100,000 | |||||
| IDAHO OUTFITTERS & GUIDE ASSOC INC | ||||||||||||
| 9450 FAIRVIEW AVENUE SUITE 110 | BOISE | ID | 83701 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $30,000 | |||||
| KIDS EMPOWERED BY YOUR SUPPORT | ||||||||||||
| PO BOX 532 | NEW CANAAN | CT | 06840 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $3,000 | |||||
| KING BAUDOUIN FOUNDATION UNITED STATES (KBFUS) | ||||||||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $361,175 | |||||
| LAKOTA WALDORF SCHOOL | ||||||||||||
| PO BOX 527 | KYLE | SD | 57752 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $8,000 | |||||
| MEADOWBROOK WALDORF ASSOCIATION | ||||||||||||
| 300 KINGSTOWN ROAD | WEST KINGSTON | RI | 02892 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $5,000 | |||||
| MULTIPLIER | ||||||||||||
| 548 MARKET STREET PMB 81778 | SAN FRANCISCO | CA | 941045401 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |||||
| NORTH BRANCH SCHOOL | ||||||||||||
| PO BOX 209 | RIPTON | VT | 05766 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $62,000 | |||||
| OCCUPY PEACE AND FREEDOM | ||||||||||||
| 57 JOHN STREET | KINGSTON | NY | 12401 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $5,000 | |||||
| PERSEUS FORDERVERIN | ||||||||||||
| NONE | NC | TO SUPPORT THE ORGANIZATION'S MISSION | $30,000 | ELISABETHENSTRASSE 40 | SWITZERLAND | SZ | ||||||
| POLLINATOR PATHWAYS | ||||||||||||
| 6 CEDAR RIDGE RD | EAST LYME | CT | 06333 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $5,000 | |||||
| SCHOOL YEAR ABROAD | ||||||||||||
| 120 WATER STREET | NORTH ANDOVER | MA | 01845 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $15,000 | |||||
| SELF REALIZATION FELLOWSHIP CHURCH | ||||||||||||
| 3880 SAN RAFAEL AVE | LOS ANGELES | CA | 90065 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $35,000 | |||||
| STEINER BOOKS | ||||||||||||
| 610 MAIN STREET | GREAT BARRINGTON | MA | 01230 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $90,000 | |||||
| THE REASON FOUNDATION | ||||||||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $30,000 | |||||
| THE WESTON A PRICE FOUNDATION | ||||||||||||
| 4200 WISCONSIN AVENUE NW SUITE 106 | WASHINGTON | DC | 20016 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $100,000 | 380 | ||||
| URBAN GLOBAL HEALTH ALLIANCE | ||||||||||||
| 8 THE GRN STE B | DOVER | DE | 19901 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |||||
| VIRGINIA ATHLETICS FOUNDATION | ||||||||||||
| PO BOX 400833 | CHARLOTTESVILLE | VA | 22904 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | |||||
| WISCONSIN MONTESSORI SOCIETY INC | ||||||||||||
| 345 N 95TH STREET | MILWAUKEE | WI | 53226 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $120,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,320,175 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,973 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $581,267 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $581,267 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $661,240 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION IS SOLELY A GRANT-MAKING ORGANIZATION AND INVESTS FUNDS TO PRODUCE INCOME TO MAKE SUCH GRANTS AND TO PAY EXPENSES OF ADMINISTERING THE FOUNDATION. THE AMOUNT SHOWN ON LINE 8 IS NOT DERIVED FROM ANY "TRADE OR BUSINESS" CONDUCTED BY THE FOUNDATION, BUT MERELY REFLECTS A NORMAL RETURN ON THE FOUNDATION'S ASSETS. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 235 ALPHABET INC CL C (GOOGL) | $144,450 | $679,994 |
| 120 ALPHABET INC CL A (GOOGL) | $45,228 | $347,645 |
| 230 AMAZON | $474,139 | $766,898 |
| 310 AUTOZONE | $359,068 | $649,881 |
| 1520 MASTERCARD | $86,453 | $546,166 |
| 2050 VISA | $76,558 | $444,256 |
| 4250 APPLE | $77,662 | $754,673 |
| 1700 DOLLAR GENERAL CORP | $110,677 | $400,911 |
| 330 MARKEL | $282,676 | $407,220 |
| 600 NESTLE SA CHAM ET VEVEY (NSRGF) | $39,648 | $83,920 |
| 800 NESTLE SPON ADR REP REG SHR (NSRGY) | $59,598 | $112,296 |
| 1766 STRYKER CORP | $122,096 | $472,264 |
| 1070 THERMO FISHER SCIENTIFIC | $93,528 | $713,947 |
| 2400 BERKSHIRE HATHAWAY | $347,884 | $717,600 |
| 2000 META PLATFORMS INC CL A (FB) | $238,684 | $672,700 |
| 3300 MICROSOFT CORP | $154,388 | $1,109,856 |
| 3700 STARBUCKS | $221,657 | $432,789 |
| 2150 WALT DISNEY CO HLDG CO (DIS) | $234,991 | $333,014 |
| 115 BOOKING HOLDINGS INC (BKNG) | $147,286 | $275,911 |
| 2900 CARMAX INC (KMX) | $191,743 | $377,667 |
| 7700 COMCAST CORP CLASS A (CMCSA) | $298,074 | $387,541 |
| 2400 JOHNSON & JOHNSON (JNJ) | $310,807 | $410,568 |
| 3700 JPMORGAN CHASE & CO (JPM) | $368,894 | $585,895 |
| 1500 UNION PACIFIC | $93,352 | $377,895 |
| 3600 FISERV INC COM (FISV) | $401,769 | $373,644 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $63,577 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63,577 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,202 | $2,202 | $0 |
| EXCISE TAXES | $12,873 | $0 | $0 |