CEDAR HILL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CEDAR HILL FOUNDATION (EIN 13-3948444)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202241369349102234
- 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
- Depreciation 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 | 2022-05-16T10:52:13-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN MULLIGAN CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY - SUITE 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100062756 | 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 | 133948444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEDAR HILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOFFMAN MULLIGAN CPAS LLP | InCareOfNm |
| Business Name Control | CEDA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARE POTTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125831100 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLARE | PersonFirstNm |
| Person Last | POTTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00850378 | PTIN |
| Phone | 2125831100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $17,183,555 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $483,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $483,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $685,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,559,774 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $685,018 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,168,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,168,167 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,477 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,477 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,454 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $123,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $860,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $860,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $983,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $866,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $185,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,056,440 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $458,313 | CashBOYAmt |
| Cash EOY | $538,538 | CashEOYAmt |
| Cash EOYFMV | $538,538 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,138,039 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,843,882 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,106,667 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,230,698 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,627,079 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,538,350 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $13,827,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,009,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,183,555 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,827,050 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,009,499 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,827,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,009,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,827,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,009,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,827,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $185,085 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,012,135 | SubtotalAmt |
| Other Decreases | $2,636 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,009,499 | 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 |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-12-31 | $4,441,101 | $3,874,756 | $566,345 | $566,345 | |
| CAPITAL GAIN DIVIDENDS | $118,673 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $685,018 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,685 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,685 | SubtotalAmt |
| Tax Based On Investment Income | $14,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $56 | EsPenaltyAmt |
| Tax Due | $11,341 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN MULLIGAN CPAS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125831100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY SUITE 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CLARE POTTER | ||||||||
| 10 SOUTH DEARBORN STREET | CHICAGO | IL | 60603 | PRESIDENT | 0 | $0 | $0 | $0 |
| WILLIAM PARSONS JR ESQ | ||||||||
| 10 SOUTH DEARBORN STREET | CHICAGO | IL | 60603 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
| MS JULIA THIERIOT | ||||||||
| 10 SOUTH DEARBORN STREET | CHICAGO | IL | 60603 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| JENNIFER POTTER BROWN | ||||||||
| 10 SOUTH DEARBORN STREET | CHICAGO | IL | 60603 | DIRECTOR | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $108,477 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,678,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $339,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,018,054 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,018,054 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $255,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,762,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $838,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $838,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,685 | TotalTaxAmt |
| Distributable Before Adj | $823,454 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $823,454 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $823,454 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $866,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $866,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $823,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,922 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $866,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,922 | AppliedToYear1Amt |
| Applied To Current Year | $823,454 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,524 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,524 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $10,524 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICA CARES INC | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | GENERAL PURPOSE | $50,000 | |
| YOUCANFREEUS FOUNDATION | |||||||
| PO BOX 271596 | FLOWER MOUND | TX | 75027 | NONE | GENERAL PURPOSE | $100,000 | |
| AN OPEN BOOK FOUNDATION | |||||||
| 3215 MORRISON STREET NW | WASHINGTON | DC | 20015 | NONE | GENERAL PURPOSE | $20,000 | |
| RAIR | |||||||
| 7333 MILNOR STREET | PHILADELPHIA | PA | 19136 | NONE | GENERAL PURPOSE | $10,000 | |
| THE CATHEDRAL SCHOOL AT ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | NONE | GENERAL PURPOSE | $15,000 | |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70th STREET | NEW YORK | NY | 10021 | NONE | GEMERAL PURPOSE | $100,000 | |
| AUDUBON FLORIDA | |||||||
| 4500 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | GENERAL PURPOSE | $25,000 | SUITE 350 |
| CAF AMERICA co FRIENDS OF TUSK | |||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | GENERAL PURPOSE | $50,000 | SUITE 375 |
| FRIENDS OF FISHERS ISLAND THEATRE INC | |||||||
| c/o FOWLER | FISHER ISLAND | NY | 06390 | NONE | GENERAL PURPOSE | $10,000 | 2123 EQUESTRIAN AVENUE |
| THE RIVER SCHOOL | |||||||
| 4880 MACARTHUR BOULEVARD NW | WASHINGTON | DC | 20007 | NONE | GENERAL PURPOSE | $35,000 | |
| DC KINCARE ALLIANCE | |||||||
| 1101 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | NONE | GENERAL PURPOSE | $20,000 | SUITE 450 |
| THE CATHEDRAL SCHOOL OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | NONE | GENERAL PURPOSE | $15,000 | |
| SOUTH FLORIDA SCIENCE CENTER AND AQUARIUM | |||||||
| 4801 DREHER TRAIL NORTH | WEST PALM BEACH | FL | 33405 | NONE | GENERAL PURPOSE | $50,000 | |
| HORIZONS AT NEW CANAAN COUNTRY SCHOOL | |||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 16840 | NONE | GENERAL PURPOSE | $50,000 | |
| SMITHSONIAN CONSERVATION BIOLOGY INSTITUTE | |||||||
| 1500 REMOUNT ROAD | FRONT ROYAL | VA | 22630 | NONE | GENERAL PURPOST | $70,000 | |
| GREENSGROW | |||||||
| 2503 E FIRTH STREET | PHILADELPHIA | PA | 19125 | NONE | GENERAL PURPOSE | $50,000 | |
| SARATOGA WARHORSE FOUNDATION INC | |||||||
| PO BOX 451 | SARATOGA SPRINGS | NY | 12866 | NONE | GENERAL PURPOSE | $80,000 | |
| COLD SPRING HARBOR LABORATORY | |||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE` | GENEREAL PURPOSE | $60,000 | |
| THE CHURCH OF ST SACRAMENT | |||||||
| 4878 LAKE SHORE DRIVE | BOLTON LANDING | NY | 12814 | NONE | GENERAL PURPOSE | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $860,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $483,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $685,017 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,168,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,168,166 | 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 | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,843,882 | EOYBookValueAmt |
| EOYFMV | $10,106,667 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENTS THRU JPM | Desc |
| Amt | $2,636 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $1,503 | $1,503 |
| INSURANCE | $2,147 | $2,147 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $108,477 | Amt |
| Net Investment Income | $108,477 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $4,454 | Amt |