DOBSON FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DOBSON FOUNDATION INC (EIN 13-6168259)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-01-11
- IRS object ID
- 202240119349100809
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-11T18:27:07-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113089496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth A TotiloCPA Group NYC PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 West 35th St 9th Fl | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136168259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOBSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOBS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 NORTH SCHOOL LANE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH JEFFORDS ESQ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9177478371 | PhoneNum |
| Signature | 2021-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | JEFFORDS ESQ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth Totilo CPA | PreparerPersonNm |
| PTIN | P01221820 | PTIN |
| Phone | 9176588168 | PhoneNum |
| Preparation | 2022-01-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $5,667,557 | 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 | $127,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,178,045 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,423 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $37,183 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $177,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,979 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,183 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,336 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,165 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,784 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $187 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,229 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,168 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $238,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $238,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $337,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $240,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$159,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,443 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,183 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $239,912 | CashBOYAmt |
| Cash EOY | $161,213 | CashEOYAmt |
| Cash EOYFMV | $161,213 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,995,835 | CorporateStockBOYAmt |
| Corporate Stock EOY | $625,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $794,883 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,301,999 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,551,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,579,581 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $754,361 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,722,254 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,131,880 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,292,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,060,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,667,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,292,107 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,060,981 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,292,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,060,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,292,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,060,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,292,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$159,474 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,132,633 | SubtotalAmt |
| Other Decreases | $71,652 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,060,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| K-1 DISTRIBST ALTAIR VALUE IMPACT | P | $18,336 | $18,336 | $18,336 | |
| K-1 DISTRIBLT ALTAIR VALUE IMPACT | P | $51,999 | $51,999 | $51,999 | |
| MUTUAL FUND DISTRIBST-AC NO6809 | P | $2,898 | $2,898 | $2,898 | |
| MUTUAL FUND DISTRIBLT-AC NO6809 | P | $34,223 | $34,223 | $34,223 | |
| FIRST REPST AC 0400 | P | $570,235 | $13,196 | $13,196 | $557,039 |
| FIRST REPLT AC 0400 | P | $373,715 | $1,542 | $1,542 | $372,173 |
| FIRST REPLT AC 1638 | P | $229,732 | $2,417 | $2,417 | $227,315 |
| FIRST REPST AC 0400 | P | $266,839 | -$2,639 | -$2,639 | $269,478 |
| FIRST REPST AC 5155 | P | $41,917 | $6,714 | $6,714 | $35,203 |
| FIRST REPST AC 5163 | P | $44,551 | -$1,322 | -$1,322 | $45,873 |
| FIRST REPLT AC 6809 | P | $543,600 | -$76,941 | -$76,941 | $620,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,423 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $37,183 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,244 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,244 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,056 | OverpaymentAmt |
| Applied To ES Tax | $8,056 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | SARAH JEFFORDS ESQ | IndividualWithBooksNm |
| Phone | 9177478371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 NORTH SCHOOL LANE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARAH JEFFORDS ESQ | ||||||||
| 55 NORTH SCHOOL LANE | LANCASTER | PA | 17603 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KENNETH TOTILO | ||||||||
| 55 NORTH SCHOOL LANE | LANCASTER | PA | 17603 | TREASURER | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,217,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,247,575 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,247,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,168,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $258,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $258,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,188 | TotalTaxAmt |
| Distributable Before Adj | $257,255 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $257,255 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $257,255 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $240,668 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $240,668 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $240,668 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,255 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $160,949 | UndistributedIncomePYAmt |
| Qualifying Distributions | $240,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $160,949 | AppliedToYear1Amt |
| Applied To Current Year | $79,719 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $177,536 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE ADRIONDACK COUNCIL INC | |||||||||||
| PO BOX D-2 | ELIZABETHTOWN | NY | 129320640 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 | |||||
| ADIRONDACK LAND TRUST INC | |||||||||||
| PO BOX 130 2861 NYS RTE 73 | KEENE | NY | 12942 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| AMAZON CONSERVATION ASSOCIATION | |||||||||||
| 1012 14TH STREET NW NO 625 | WASHINGTON | DC | 20005 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| AMERICAN BIRDING ASSOCIATION INC | |||||||||||
| PO BOX 744 | DELAWARE CITY | DE | 19706 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| AUDUBON SOCIETY MAINE | |||||||||||
| 20 GILSLAND FARM RD | FALMOUTH | ME | 04105 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 | |||||
| BACKSTRETCH EMPLOYEE SERVICE TEAM | |||||||||||
| 2150 HEMSTEAD TURNPIKE COTTAGE 28 | ELMONT | NY | 11003 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| BIGELOW LABORATORY 4 OCEAN SCIENCES | |||||||||||
| 60 BIGELOW DRIVE | EAST BOOTHBAY | ME | 04544 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 | |||||
| BIRDLIFE INTERNATIONAL | |||||||||||
| PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 | DAVID ATTENBOROUGH BLDGPEMBROKE ST | CAMBRIDGE | CAMBRIDGESHIRE | UK | CB2 3QZ | ||||
| BOYS AND GIRLS CLUB OF LANCASTER | |||||||||||
| 116 SOUTH WATER STREET | LANCASTER | PA | 17603 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 | |||||
| CHILDRENS ENVIORMENTAL LITERACY | |||||||||||
| PO BOX 412 | CHAPPAQUA | NY | 10514 | PC | TO ACCOMPLISH 501C3 PURPOSE | $2,500 | |||||
| COASTAL RIVERS CONSERVATION TRUST | |||||||||||
| PO BOX 333 | DAMARISCOTTA | ME | 04543 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 | |||||
| CORNELL UNIVERSITY | |||||||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 | |||||
| DOCTORS WITHOUT BORDERS | |||||||||||
| 40 RECTOR STR 16TH FL | NEW YORK | NY | 10006 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| EARTHJUSTICE | |||||||||||
| 48 WALL STREET 15TH FL | NEW YORK | NY | 10005 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 | |||||
| FRIENDS FOR TANGER ABORITUM | |||||||||||
| 230 NORTH PRESIDENT AVENUE | LANCASTER | PA | 17603 | PC | TO ACCOMPLISH 501C3 PURPOSE | $500 | |||||
| FRIENDS OF HOG ISLAND | |||||||||||
| PO BOX 242 | BREMEN | ME | 04551 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 | |||||
| GREEN CITY FORCE INC | |||||||||||
| 630 FLUSHING AVENUE 8TH FL | BROOKLYN | NY | 11206 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 | |||||
| INTERNATIONAL CRANE FOUNDATION INCE | |||||||||||
| E11376 SHADY LANE ROAD | BARABOO | WI | 53913 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| ISLAND PRESS-CENTER FOR RESOURCE EC | |||||||||||
| 2000 M STREET NW NO 650 | WASHINGTON | DC | 20036 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| JALOPY THEATRE AND SCHOOL OF MUSIC | |||||||||||
| 315 COLUMBIA ST | BROOKLYN | NY | 11231 | PC | TO ACCOMPLISH 501C3 PURPOSE | $500 | |||||
| LANCASTER CONSERVATORY | |||||||||||
| 1514 HOLLYWOOD DRIVE | LANCASTER | PA | 17601 | PC | TO ACCOMPLISH 501C3 PURPOSE | $25,000 | |||||
| LANCASTER HISTORICAL SOCIETY INC | |||||||||||
| PO BOX 244 | LANCASTER | MA | 01523 | PC | TO ACCOMPLISH 501C3 PURPOSE | $36,000 | |||||
| NATIONAL AUDUBON SOCIETY INC | |||||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | PC | TO ACCOMPLISH 501C3 PURPOSE | $50,000 | |||||
| NATIONAL MUSEUM OF RACING | |||||||||||
| 191 UNION AVE | SARATOGA SPRINGS | NY | 12866 | PC | TO ACCOMPLISH 501 | $15,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 | |||||
| THE PEREGRINE FUND INC | |||||||||||
| 5668 W FLYING HAWK LANE | BOISE | ID | 83709 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| PLANNED PARENTHOOD OF NYC | |||||||||||
| 26 BLEEKER ST | NEW YORK | NY | 10012 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 | |||||
| SARATOGA PLAN INC | |||||||||||
| 112 SPRING STREET | SARATOGA SPRINGS | NY | 12866 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| THE CHILDRENS ENVIORNMTL FOUNDTN | |||||||||||
| 100 SUMMIT LAKE DRIVE SUITE 160 | VALHALLA | NY | 10595 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| THE NATURE STUDIES CONSERVATORY | |||||||||||
| PO BOX 50703 | SANTA BARBARA | CA | 93150 | PC | TO ACCOMPLISH 501C3 PURPOSE | $3,000 | |||||
| THE OPERA HOUSE AT BOOTHBAY HARBOR | |||||||||||
| PO BOX 800 | BOOTHBAY HARBOR | ME | 045380800 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| THE WILDERNESS SOCIETY | |||||||||||
| 1615 M STREET NW | WASHINGTON | DC | 200363209 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 | |||||
| UNITY COLLEGE | |||||||||||
| 90 QUAKER HILL RD | UNITY | ME | 04988 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 | |||||
| WESTOVER SCHOOL INC | |||||||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 067620847 | PC | TO ACCOMPLISH 501C3 PURPOSE | $3,000 | |||||
| WILL SEED PROJECT | |||||||||||
| PO BOX 4301 | PORTLAND | ME | 04101 | PC | TO ACCOMPLISH 501C3 PURPOSE | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $238,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,850 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,132 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $178,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,477 | 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 | $6,500 | Amt |
| Net Investment Income | $4,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,165 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIRST REPUBLIC | BondNm |
| EOY Book Value | $1,551,853 | EOYBookValueAmt |
| EOYFMV | $1,579,581 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIRST REPUBLIC | StockNm |
| EOY Book Value | $625,661 | EOYBookValueAmt |
| EOYFMV | $794,883 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST REP.FUNDS-NET33593UNR(L)ADJ. | $2,227,309 | $2,469,563 |
| PARTNERSHIP K-1 INVESTMENTS | $494,945 | $662,317 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS LOSSES | Desc |
| Amt | $71,652 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $60 | $60 | $0 | $0 |
| PARTNERSHIP K-1 OTHER LOSS | $6,163 | $6,163 | $0 | $0 |
| ADMINISTRATION | $9 | $6 | $0 | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $81,784 | Amt |
| Net Investment Income | $81,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE | $4,000 | $0 | $0 | $0 |
| STATE EXCISE | $250 | $0 | $0 | $0 |
| FOREIGN WITHHOLDINGS | $187 | $187 | $0 | $0 |