JMG FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JMG FAMILY FOUNDATION (EIN 81-4073184)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202223079349101677
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T20:57:14-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 814073184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMG Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JMGF | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES C | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $530,576 | 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 | $73,398 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,813 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $95,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,360 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,082 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,082 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,298 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,928 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,275 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,550 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,158 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,158 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $180,257 | CorporateStockBOYAmt |
| Corporate Stock EOY | $188,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $454,418 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $213,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $264,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $530,576 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $213,807 | RetainedEarningBOYAmt |
| Retained Earning EOY | $264,738 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $213,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $264,738 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $213,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $264,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $213,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,931 | ExcessRevenueOverExpensesAmt |
| Subtotal | $264,738 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $264,738 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $74,695 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,882 | CostOrOtherBasisAmt |
| Gain Or Loss | $57,813 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $57,813 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,813 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $824 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $824 | SubtotalAmt |
| Tax Based On Investment Income | $824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $56 | OverpaymentAmt |
| Applied To ES Tax | $56 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
|---|---|---|---|---|---|---|---|---|
| Sarah Girotti | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| James C Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
| Janet Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP | 1.0 | $0 | $0 | $0 |
| Elizabeth Moginot | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $410,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $445,561 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $445,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $438,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $824 | TotalTaxAmt |
| Distributable Before Adj | $21,120 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,120 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,120 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,928 | 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 | $42,928 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,120 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $6,666 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,973 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,783 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,748 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,928 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,120 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,808 | RemainingDistriFromCorpusAmt |
| Total Corpus | $159,556 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,666 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $152,890 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,973 | ExcessFromYear4Amt |
| Excess From Year3 | $25,800 | ExcessFromYear3Amt |
| Excess From Year2 | $30,783 | ExcessFromYear2Amt |
| Excess From Year1 | $45,526 | ExcessFromYear1Amt |
| Excess From Current Year | $21,808 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James C Jones | ContributingManagerNm |
| Contributing Manager | Janet Jones | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTIS-NAPLES INC | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | N/A | PC | General & Unrestricted | $1,600 |
| FEDERATED CHURCH OF EDGARTOWN | |||||||
| PO BOX 249 | EDGARTOWN | MA | 02539 | N/A | PC | General & Unrestricted | $100 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 516 S 10TH ST | FERNANDINA BEACH | FL | 32034 | N/A | PC | General & Unrestricted | $200 |
| HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC | |||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | N/A | PC | General & Unrestricted | $1,000 |
| HEIFER INTERNATIONAL FOUNDATION | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PC | General & Unrestricted | $1,000 |
| ISLAND FOOD PANTRY OF MARTHAS VINEYARD INC | |||||||
| PO BOX 1874 | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $1,000 |
| LEGAL AID SERVICE OF BROWARD COUNTY INC | |||||||
| 491 N STATE RD 7 | PLANTATION | FL | 33317 | N/A | PC | General & Unrestricted | $2,000 |
| MARTHAS VINEYARD COMMUNITY SERVICES INC | |||||||
| 111 EDGARTOWN RD | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $5,060 |
| MARTHAS VINEYARD COMMUNITY SERVICES INC | |||||||
| 111 EDGARTOWN RD | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $1,000 |
| MARTHAS VINEYARD FILM SOCIETY INC | |||||||
| PO BOX 4423 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $2,500 |
| MARTHAS VINEYARD FILM SOCIETY INC | |||||||
| PO BOX 4423 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $15,000 |
| MARTHAS VINEYARD MUSEUM INC | |||||||
| 151 LAGOON POND RD | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $1,000 |
| NAPLES BOTANICAL GARDEN INC | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | N/A | PC | General & Unrestricted | $170 |
| RUSSELL SAGE COLLEGE | |||||||
| 65 1ST ST | TROY | NY | 12180 | N/A | PC | General & Unrestricted | $5,000 |
| RUSSELL SAGE COLLEGE | |||||||
| 65 1ST ST | TROY | NY | 12180 | N/A | PC | General & Unrestricted | $2,500 |
| SAIL MARTHAS VINEYARD INC | |||||||
| PO BOX 1998 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $100 |
| ST MATTHEWS HOUSE INC | |||||||
| 2601 AIRPORT RD S | NAPLES | FL | 34112 | N/A | PC | General & Unrestricted | $1,000 |
| YMCA OF MARTHAS VINEYARD INC | |||||||
| 111R EDGARTOWN VINEYARD HAVEN RD | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,230 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,519 | 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 | $18,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,546 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Jones James C | |||||||
| 1 | 272 First Ave South | Naples | FL | 34102 | $13,771 | Yes (X) | |
| Jones Janet | |||||||
| 2 | 272 First Ave South | Naples | FL | 34102 | $59,627 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | APPLE INC AAPL, 167 sh. | $25,199 | 2021-11-03 |
| 2 | NVIDIA CORP NVDA, 96 sh. | $25,449 | 2021-11-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $400 | Amt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $4,535 | $16,748 |
| ALPHABET INC CL C | $6,007 | $23,149 |
| AMAZON COM | $6,654 | $10,003 |
| AMERICAN EXPRESS CO | $6,545 | $14,724 |
| AMERICAN WATER WORKS COMPANY I | $7,231 | $10,010 |
| AMERIPRISE FINANCIAL INC | $4,715 | $10,558 |
| ANSYS INC | $6,167 | $16,045 |
| APPLE INC | $5,985 | $26,635 |
| BALL CP | $5,326 | $10,108 |
| CARMAX INC | $6,544 | $14,325 |
| CHUBB LIMITED | $5,783 | $8,699 |
| COGNEX CORPORATION | $3,270 | $8,631 |
| COMCAST CORP | $6,175 | $8,808 |
| DANAHER CORP | $5,801 | $24,675 |
| FISERV INC | $5,992 | $11,936 |
| GALLAGHER ARTHUR J & CO | $6,572 | $13,574 |
| HOME DEPOT INC | $5,869 | $18,675 |
| JP MORGAN CHASE | $7,394 | $14,252 |
| META PLATFORMS INC | $5,807 | $16,818 |
| METTLER-TOLEDO INTL | $4,115 | $16,972 |
| MICROSOFT CORP | $5,629 | $18,498 |
| NVIDIA CORP | $8,307 | $29,410 |
| OTIS WORLDWIDE CORP | $6,943 | $10,623 |
| PEPSICO INC | $6,540 | $11,291 |
| RAYTHEON TECHNOLOGIES CORP | $6,851 | $8,606 |
| RESMED INC | $5,159 | $13,024 |
| ROPER INDUSTRIES | $6,379 | $17,215 |
| STANLEY BLACK & DECKER INC | $6,586 | $10,374 |
| THE HAIN CELESTIAL GROUP, INC | $5,814 | $10,653 |
| TJX COMPANIES INC | $3,915 | $7,592 |
| VISA INC | $3,789 | $10,836 |
| WATSCO INC | $6,181 | $10,951 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $1,273 | $1,273 | |
| Bank Charges | $3 | $3 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,082 | Amt |
| Net Investment Income | $2,082 | NetInvestmentIncomeAmt |