COLEGATO FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COLEGATO FOUNDATION TR (EIN 20-6363603)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-24
- IRS object ID
- 202221449349100222
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-24T15:54:19-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TRI-STATE INTERNATIONAL STE 300 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | 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 | 206363603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLEGATO FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WIPFLI LLP (JOANNE ALPERIN) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLE | BusinessNameControlTxt |
| Phone | 8479410100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TRI- STATE INTERNATIONAL 300 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE ALPERIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8479410100 | PhoneNum |
| Signature | 2022-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOANNE | PersonFirstNm |
| Person Last | ALPERIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY GRIFFITH | PreparerPersonNm |
| PTIN | P00299751 | PTIN |
| Phone | 8479410100 | PhoneNum |
| Preparation | 2022-05-24 | PreparationDt |
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 | $2,143,417 | 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 | $50,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,558 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $295,469 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,313 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,558 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,015 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,015 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $99 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,464 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,365 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,464 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$168,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,094 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,304 | CashBOYAmt |
| Cash EOY | $19,484 | CashEOYAmt |
| Cash EOYFMV | $19,484 | CashEOYFMVAmt |
| Other Investments BOY | $1,559,703 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,403,007 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,123,933 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,591,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,422,491 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,143,417 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,591,007 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,422,491 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,591,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,422,491 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,591,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,422,491 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,591,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$168,516 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,422,491 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,422,491 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| NORTHERN TRUST- LONG TERM | 2021-12-31 | $294,185 | $297,714 | -$3,529 | -$3,529 | |
| CAPITAL GAINS DIVIDENDS | $1,284 | $1,284 | $1,284 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,245 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $196 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $196 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $196 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $265 | 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 | $265 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $69 | OverpaymentAmt |
| Applied To ES Tax | $69 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8479410100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TRI-STATE INTL SUITE 300 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE ALPERIN | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AVENIDA CENTENARIO 1715 | AddressLine1Txt |
| City | PUERTO VARAS | CityNm |
| Country | CI | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $36,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,181,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,215,989 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,215,989 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,182,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $196 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $196 | TotalTaxAmt |
| Distributable Before Adj | $108,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,365 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,712 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,712 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,712 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,712 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,712 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BATTLEFIELD TRUST | |||||||
| 1140 PROFESSIONAL COURT | HAGERSTOWN | MD | 21740 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| AMERICAN FRIENDS OF ISRAEL EMERGENCY VOLUNTEERS PROJECT | |||||||
| PO BOX 562 | WEST HEMPSTEAD | NY | 11552 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| BECKET FUND FOR RELIGIOUS LIBERTY | |||||||
| 1200 NEW HAMPSHIRE NW | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| BLUE STAR SERVICE DOGS | |||||||
| PO BOX 830 | HAMBURG | MI | 48139 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| BOYS TOWN JERUSALEM | |||||||
| 5846 S FLAMINGO RD 304 | COOPER CITY | FL | 33330 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $3,000 |
| CENTER FOR A SECURE FREE SOCIETY | |||||||
| 1440 G ST NW 8198 | WASHINGTON | DC | 20005 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CENTER FOR IMMIGRATION STUDIES | |||||||
| 1629 K STREET NW STE 600 | WASHINGTON | DC | 20006 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| CENTER OF THE AMERICAN EXPERIMENT | |||||||
| 8441 WAYZATA BLVD | GOLDEN VALLEY | MN | 55426 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| CICERO RESEARCH | |||||||
| 2112 RIO GRANDE STREET | AUSTIN | TX | 78705 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| CODEORG | |||||||
| 1501 4TH AVE SUITE 900 | SEATTLE | WA | 98101 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| CONFERENCE OF PRESIDENTS | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ELEVEN FIFTY ACADEMY | |||||||
| 151 W OHIO STREET STE 150 | INDIANAPOLIS | IN | 46204 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| FIRST THING FIRST FOUNDATION | |||||||
| 173 LOWER SPRING CREEK ROAD | BAKERSVILLE | NC | 28705 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| FIRST THINGS | |||||||
| 9 EAST 40TH STREET 10TH FLOOR | NEW YORK | NY | 10016 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | |||||||
| 1726 M ST NW | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| FREECODECAMPORG | |||||||
| 7800 W HEFNER RD ST 721024 | OKLAHOMA CITY | OK | 73172 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| FRIENDS OF THE ARAVA INSTITUTE | |||||||
| 1320 CENTRE STREET STE 206 | NEWTON CENTRE | MA | 02459 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 208 E 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| GALEN INSTITUTE | |||||||
| 9301 W BELLFORT ST | HOUSTON | TX | 77031 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| GUARDIAN ANGEL FOR SOLDIERS' PETS | |||||||
| 402 BARTON LN | GATESVILLE | TX | 76528 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| GUIDE DOG FOUNDATION | |||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11789 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| GUIDE DOGS OF AMERICA | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| HADASSAH MEIR SHFEYAH AGRICULTURE SCHOOL | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NO RELATIONSHIP | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| IHEART DOGS | |||||||
| 22415 GROSEBECK HWY | WARREN | MI | 48089 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| INDEPENDENT WOMEN'S FORUM IWF | |||||||
| 4 WEEMS LANE 312 | WINCHESTER | VA | 22601 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $3,000 |
| INNOVATION AFRICA | |||||||
| BOX 412833 | BOSTON | MA | 02241 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 NORTH GLEBE ROAD 900 | ARLINGTON | VA | 22203 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| ISRAAID | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| JACQUES PEPIN FOUNDATION | |||||||
| PO BOX 28 | BARRINGTON | RI | 02806 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| JAMES MADISON EDUCATION FUND INC | |||||||
| 1613 DUKE STREET | ALEXANDRIA | VA | 22314 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| JERUSALEM FOUNDATION INC | |||||||
| 420 LEXTIONGTON AVE STE 1645 | NEW YORK | NY | 10170 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST SW 800 | WASHINGTON | DC | 20024 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| K9S FOR WARRIORS | |||||||
| 114 CAMP K9 ROAD | PONTE VEDRA BEACH | FL | 32082 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| KHAN ACADEMY | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $3,000 |
| KITE AND KEY MEDIA | |||||||
| 137 MONTAGUE ST 132 | BROOKLYN | NY | 11201 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| LEGAL INSURRECTION FOUNDATION | |||||||
| 18 MAPLE AVENUE 280 | BARRINGTON | RI | 02806 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| MEDIA RESEARCH CENTER | |||||||
| 1900 CAMPUS COMMONS DRIVE 600 | RESTON | VA | 20191 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| MIDDLE EAST FORUM | |||||||
| 1650 MARKET ST STE 3600 | PHILADELPHIA | PA | 19103 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| NATIONAL SPACE SOCIETY | |||||||
| 11130 SUNRISE VALLEY DRIVE | RESTON | VA | 20191 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $3,000 |
| PAWS AND STRIPES | |||||||
| 617 TRUMAN ST NE | ALBUQUERQUE | NM | 87110 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| PRAGER UNIVERSITY FOUNDATION | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| PRI | |||||||
| BOX 60485 | PASADENA | CA | 91116 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SAVE A VET | |||||||
| 100 TWELVE POINTER RD | HAMPSTEAD | NC | 28443 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SEDS | |||||||
| 10609 BACHMAN DRIVE | FORT WORTH | TX | 76108 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT ROAD STE 101 | LAGUNA HILLS | CA | 92653 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| THE HAMILTON COMPANY CHARITABLE FOUNDATION | |||||||
| 39 BRIGHTON AVE | BOSTON | MA | 02134 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| UPPER MIDWEST LAW CENTER | |||||||
| 8421 WAYZATA BOULEVARD STE 300 | GOLDEN VALLEY | MN | 55426 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| WARRIOR DOG FOUNDATION | |||||||
| 5930 ROYAL LANE STE E 355 | DALLAS | TX | 75230 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| WILLIAMSON COLLEGE OF THE TRADES | |||||||
| 106 S NEW MIDDLETON RD | MEDIA | PA | 19063 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WOODSON CENTER | |||||||
| 1625 K STREET NW STE 410 | WASHINGTON | DC | 20006 | NO RELATIONSHIP | PUBLIC CHARITY | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | 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 | $50,558 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,245 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,313 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,313 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,700 | Amt |
| Net Investment Income | $3,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,350 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES COMBINED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,403,007 | BookValueAmt |
| EOYFMV | $2,123,933 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $24,015 | Amt |
| Net Investment Income | $24,015 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES (NET OF REFUND) | CategoryTxt |
| Amt | $99 | Amt |
| Net Investment Income | $99 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |