GUSTAVUS & LOUISE PFEIFFER: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GUSTAVUS & LOUISE PFEIFFER (EIN 13-6086299)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349110377
- 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
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T19:49:58-06:00 | 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 | 136086299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gustavus and Louise Pfeiffer Research | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GUST | 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 | Sarah SP McCarthy | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sarah SP | PersonFirstNm |
| Person Last | McCarthy | 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 | $19,275,018 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 |
| Interest On Sav Rev And Expnss | $2,105 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,105 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $316,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $316,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,184,143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,039,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,184,143 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,508,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,502,351 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,780 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,020 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $508 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $508 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $48,620 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,051 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $205 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,846 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,028 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $544 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,485 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $171,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $118,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,671,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,568,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,163,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,497,822 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $279,960 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,131 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,131 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,776 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $113 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $113 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $21,516,315 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,185,774 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,185,774 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $21,798,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,275,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,275,018 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $133,250 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $136,306 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,150,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,200,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,283,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,336,306 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,514,801 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,938,712 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,514,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,938,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,798,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,275,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,514,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,163,406 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,351,395 | SubtotalAmt |
| Other Decreases | $412,683 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,938,712 | 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 | $6,039,519 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,855,376 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,184,143 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,184,143 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,184,143 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,620 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $48,620 | SubtotalAmt |
| Tax Based On Investment Income | $48,620 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,564 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $53,264 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,644 | OverpaymentAmt |
| Applied To ES Tax | $4,644 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | 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 |
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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| Kimberly Herold Alvarez | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $5,400 | $0 | $0 |
| Lise P Chapman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $5,400 | $0 | $0 |
| Patricia R Herold | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 1.0 | $5,400 | $0 | $0 |
| H Robert Herold II | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $5,400 | $0 | $0 |
| Matthew G Herold Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Honorary Chair | 1.0 | $5,400 | $0 | $0 |
| Matthew Mayro Keeney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $5,400 | $0 | $0 |
| Sarah SP McCarthy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Asst Sec, Asst Treas | 1.0 | $5,400 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $66,500 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 75TH ANNIVERSARY CONVENING DREW TOGETHER GRANTEES, FUNDING PARTNERS AND FOUNDATION MEMBERS TO DISCUSS RESEARCH RESULTS, CURRENT IMPACT, AND OPPORTUNITIES FOR COLLABORATION. | Description1Txt |
| Expenses1 | $442 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,039,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $327,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,366,756 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,366,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $290,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,076,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $953,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $953,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,620 | TotalTaxAmt |
| Distributable Before Adj | $905,193 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $905,193 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $905,193 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,568,609 | 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 | $5,568,609 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $905,193 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $824,842 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,372,860 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,124,332 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,701,080 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,807,348 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,830,462 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,568,609 | QualifyingDistributionsAmt |
| Applied To Current Year | $905,193 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,663,416 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,493,878 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $824,842 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,669,036 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,372,860 | ExcessFromYear4Amt |
| Excess From Year3 | $1,124,332 | ExcessFromYear3Amt |
| Excess From Year2 | $1,701,080 | ExcessFromYear2Amt |
| Excess From Year1 | $1,807,348 | ExcessFromYear1Amt |
| Excess From Current Year | $4,663,416 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOWDOIN COLLEGE | |||||||
| 4100 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | PC | "Robert H. Pfeiffer '67 "Pfeif" Fund to Give students in the sciences equal access to a full bowdoin experience | $400,000 |
| NATIONAL FEDERATION OF THE BLIND INC | |||||||
| 1800 JOHNSON ST | BALTIMORE | MD | 21230 | N/A | PC | General & Unrestricted | $250,000 |
| NEW JERSEY INSTITUTE OF TECHNOLOGY FOUNDATION | |||||||
| UNIVERSITY HEIGHTS | NEWARK | NJ | 07102 | N/A | PC | Covid-19 and Beyond research fund led by Dr. Xiaoyang Xu | $1,000,000 |
| NEW JERSEY INSTITUTE OF TECHNOLOGY FOUNDATION | |||||||
| UNIVERSITY HEIGHTS | NEWARK | NJ | 07102 | N/A | PC | Pfeiffer Foundation Endowed Scholarship fund for first gen/low income students in bio-engineering or bio-medical engineering | $250,000 |
| PFEIFFER UNIVERSITY | |||||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | N/A | PC | Milton C. Rose Research Scholars program | $150,000 |
| STANFORD UNIVERSITY - FINANCIAL AID OFFICE | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | covid-19 and beyond research fund led by leanne williams | $1,000,000 |
| STANFORD UNIVERSITY - FINANCIAL AID OFFICE | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | gustavus and louise pfeiffer foundation endowed scholarship fund for first gen/low income students in bio-engineering or bio-medical engineering | $250,000 |
| STANFORD UNIVERSITY - FINANCIAL AID OFFICE | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | the medical scholars research program (pfeiffer fellows) and pfeiffer distinguished visiting professor series | $150,000 |
| UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED | |||||||
| 2390 ALUMNI DR UNIT 3206 | STORRS | CT | 06269 | N/A | PC | General & Unrestricted | $250,000 |
| UNIVERSITY OF MAINE FOUNDATION | |||||||
| TWO ALUMNI PL | ORONO | ME | 04469 | N/A | PC | Pfeiffer Foundation Scholarship fund for First gen/low income students in bio-engineering or bio-medical engineering | $250,000 |
| WASHINGTON UNIVERSITY | |||||||
| CAMPUS BOX 1082 ONE BROOKINGS DR | ST LOUIS | MO | 63130 | N/A | PC | Pfeiffer Foundation Scholarship fund for First gen/low income students in bio-engineering or bio-medical engineering | $250,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Pfeiffer Foundation Scholarship fund for First gen/low income students in bio-engineering or bio-medical engineering | $250,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Improving Treatment and Delivery of Care for Mental illness in the era of covid and beyond program | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,450,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PFEIFFER UNIVERSITY | |||||||
| PO BOX 960 | MISENHEIMER | NV | 28109 | N/A | PC | MILTON C. ROSE RESEARCH SCHOLARS PROGRAM | $600,000 |
| stanford university - financial aid office | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | The Medical Scholars Research Program (Pfeiffer Fellows) and Pfeiffer Distinguished Visiting Professor Series | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,200,000 | TotalGrantOrContriApprvFutAmt |
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 | $2,105 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,103 | 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 | $3,184,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN DEFERRED EXCISE TAXES | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,508,351 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,508,351 | 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 | Audit Fees | CategoryTxt |
| Amt | $10,750 | Amt |
| Disbursements Charitable Prps | $10,750 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matthew G Herold Jr | PersonNm |
| Short Explanation | * Deceased in 2021. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF, PARTS I AND XIV | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PARTS I AND XIV: | FormAndLineReferenceDesc |
| Medium Explanation | TOTAL FORM 990-PF, PART I, LINE 25, COLUMN (D) AND PART XIV, LINE 3A: $5,450,000 LESS GRANTS AUTHORIZED IN PRIOR YEARS: $2,150,000 PLUS GRANTS AUTHORIZED FOR FUTURE YEARS: $1,200,000 TOTAL FORM 990-PF, PART I, LINE 25, COLUMN (A): $4,500,000 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD BALANCED INDEX FUND I | $6,692,774 | $6,692,774 |
| VANGUARD WELLINGTON ADMIRAL FU | $12,493,000 | $12,493,000 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $5,450,000. This amount represents 25% or more of the Foundation's net assets of $19,514,801 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $508 | LegalFeesAmt |
| Disbursements Charitable Prps | $508 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $412,683 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $66,500 | $66,500 | |
| INSURANCE EXPENSES | $3,625 | $3,082 | $544 |
| Office Supplies | $393 | $393 | |
| Postage/Delivery Service | $49 | $49 | |
| Registered Agent Fee | $398 | $398 | |
| State or Local Filing Fees | $943 | $943 | |
| WEBSITE HOSTING/SUPPORT | $120 | $120 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN DEFERRED EXCISE TAXES | Desc |
| Revenue And Expenses Per Books | $6,000 | RevenueAndExpensesPerBooksAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1). | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF TAX FOR 2021 | CategoryTxt |
| Amt | $48,620 | Amt |