DEUPREE FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DEUPREE FAMILY FOUNDATION (EIN 31-1746946)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202101339349100630
- Schema version
- 2019v5.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T16:00:28-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311746946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deupree Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DEUP | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 292 | AddressLine1Txt |
| City | Collinsville | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN DEUPREE JONES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $7,073,208 | 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 | $2,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $911 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $911 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $197,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,941 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,599,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,941 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,981 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,981 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $404,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $402,262 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,824 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,824 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $9,543 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,543 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,950 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $859,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $859,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $939,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $882,018 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$534,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $324,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $195,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $195,968 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,811,757 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,498,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,877,240 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,091,313 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $6,227,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,694,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,073,208 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,227,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,694,093 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,227,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,694,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,227,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,694,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,227,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$534,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500 | OtherIncreasesAmt |
| Subtotal | $5,694,463 | SubtotalAmt |
| Other Decreases | $370 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,694,093 | 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 | $1,599,394 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,397,453 | CostOrOtherBasisAmt |
| Gain Or Loss | $201,941 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $201,941 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,941 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $794,270 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,652,651 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.10379 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $649,540 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,863,565 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082601 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $393,912 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,480,059 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052662 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $422,884 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,134,126 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059276 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $266,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,431,551 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035894 | DistributionYr5Rt |
| Total Distribution | 0.334223 | TotalDistributionRt |
| Average Distribution | 0.066845 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,423,072 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $496,195 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,453 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $499,648 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $882,018 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,453 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,453 | SubtotalAmt |
| Tax Based On Investment Income | $3,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $17,907 | OverpaymentAmt |
| Applied To ES Tax | $3,500 | AppliedToESTaxAmt |
| Refund | $14,407 | RefundAmt |
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 | OH | 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 | Yes (true) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| Martha Chong | ||||||||
| PO Box 292 | Collinsville | CT | 06022 | DIR | 1.0 | $0 | $0 | $0 |
| Kristine Cramer | ||||||||
| PO Box 292 | Collinsville | CT | 06022 | DIR | 1.0 | $0 | $0 | $0 |
| Caleb T Deupree | ||||||||
| PO Box 292 | Collinsville | CT | 06022 | DIR | 1.0 | $0 | $0 | $0 |
| Karolen Deupree | ||||||||
| PO Box 292 | Collinsville | CT | 06022 | DIR | 1.0 | $0 | $0 | $0 |
| KATO Deupree | ||||||||
| PO Box 292 | Collinsville | CT | 06022 | DIR | 1.0 | $0 | $0 | $0 |
| Taylor Deupree | ||||||||
| PO Box 292 | Collinsville | CT | 06022 | DIR | 1.0 | $0 | $0 | $0 |
| Richard Redwood Deupree III | ||||||||
| PO Box 292 | Collinsville | CT | 06022 | DIR, Treas | 1.0 | $0 | $0 | $0 |
| Andrew Jones | ||||||||
| PO Box 292 | Collinsville | CT | 06022 | DIR | 1.0 | $0 | $0 | $0 |
| Susan Deupree Jones | ||||||||
| PO Box 292 | Collinsville | CT | 06022 | Pres, DIR | 1.0 | $0 | $0 | $0 |
| THOMAS R DEUPREE | ||||||||
| PO Box 292 | Collinsville | CT | 06022 | 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 | $7,301,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,536,114 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,536,114 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,423,072 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $371,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $371,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,453 | TotalTaxAmt |
| Distributable Before Adj | $367,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $369,201 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $369,201 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $882,018 | 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 | $882,018 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,453 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $878,565 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $369,201 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $69,425 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $425,089 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $494,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $882,018 | QualifyingDistributionsAmt |
| Applied To Current Year | $369,201 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $512,817 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,007,331 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,007,331 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $69,425 | ExcessFromYear2Amt |
| Excess From Year1 | $425,089 | ExcessFromYear1Amt |
| Excess From Current Year | $512,817 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SD Jones | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 292 | AddressLine1Txt |
| City | Collinsville | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | info@deupreefamilyfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Email sent through online website https://www.deupreefamilyfoundation.org/ or direct email with or without PDF attachment. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | July 1 - January 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 13 HANDS EQUINE RESCUE INC | |||||||
| 50 TUSCAN WAY | CLINTON CORNERS | NY | 12514 | N/A | PC | General & Unrestricted | $2,000 |
| 9TH LIFE HAWAII | |||||||
| PO BOX 476 | MAKAWAO | HI | 96768 | N/A | PC | General & Unrestricted | $7,000 |
| AFRICAN ALLIANCE OF RHODE ISLAND | |||||||
| 807 BROAD ST RM 121 | PROVIDENCE | RI | 02907 | N/A | PC | to purchase new tool sheds | $2,000 |
| AIDS LEGAL REFERRAL PANEL OF THE SAN FRANCISCO BAY | |||||||
| 1663 MISSION ST STE 500 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $3,250 |
| AMERICAN AUSTRALIAN ASSOCIATION INC | |||||||
| 50 BROADWAY STE 2003 | NEW YORK | NY | 10004 | N/A | PC | Disaster Fund | $10,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN SPECIAL HOCKEY ASSOCIATION | |||||||
| 37 KENILWORTH RD | BINGHAMTON | NY | 13903 | N/A | PC | General & Unrestricted | $2,000 |
| APOPO US INC | |||||||
| 1133 15TH ST NW 1200 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $600 |
| ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION | |||||||
| 360 E CORONADO RD STE 190 | PHOENIX | AZ | 85004 | N/A | PC | General & Unrestricted | $7,500 |
| ARTEMIS CENTER FOR ALTERNATIVES TO DOMESTIC VIOLEN | |||||||
| 310 W MONUMENT AVE | DAYTON | OH | 45402 | N/A | PC | General & Unrestricted | $10,000 |
| AUGUSTANA COLLEGE ASSOCIATION | |||||||
| 2001 S SUMMIT AVE | SIOUX FALLS | SD | 57197 | N/A | PC | General & Unrestricted | $7,000 |
| KITSAP COMMUNITY FOUNDATION | |||||||
| PO BOX 3670 | SILVERDALE | WA | 98383 | N/A | PC | Bainbridge Prepares | $5,000 |
| BAT CONSERVATION INTERNATIONAL INC | |||||||
| PO BOX 140434 | AUSTIN | TX | 78714 | N/A | PC | General & Unrestricted | $600 |
| BAYPATH HUMANE SOCIETY OF HOPKINTON INC | |||||||
| 500 LEGACY FARMS N | HOPKINTON | MA | 01748 | N/A | PC | General & Unrestricted | $1,000 |
| BENEVOLENT HEALTHCARE FOUNDATION | |||||||
| 10377 E GEDDES AVE | CENTENNIAL | CO | 80112 | N/A | PC | Covid-19 Emergency fund | $5,000 |
| BERKELEY EAST BAY HUMANE SOCIETY INC | |||||||
| 2700 9TH ST | BERKELEY | CA | 94710 | N/A | PC | General & Unrestricted | $5,000 |
| BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC | |||||||
| 40 RECTOR ST 11TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,500 |
| BIG CAT RESCUE CORP | |||||||
| 12802 EASY ST | TAMPA | FL | 33625 | N/A | PC | General & Unrestricted | $5,000 |
| BIRDS OF PARADISE SANCTUARY & RESCUE INC | |||||||
| 17020 WATERLINE RD | BRADENTON | FL | 34212 | N/A | PC | General & Unrestricted | $5,000 |
| BLANKETS & BEARS INC | |||||||
| 1133 KOOTENAI AVE | BILLINGS | MT | 59105 | N/A | PC | General & Unrestricted | $5,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 1ST ST NE STE 400 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $2,500 |
| BROTHER WOLF ANIMAL RESCUE INC | |||||||
| 31 GLENDALE AVE | ASHEVILLE | NC | 28803 | N/A | PC | General & Unrestricted | $1,000 |
| BRUNOS PRO BONE O PET PANTRY | |||||||
| 1310 BLACKHAWK LN | BARTLETT | IL | 60103 | N/A | PC | General & Unrestricted | $2,500 |
| CAMPING & EDUCATION FOUNDATION | |||||||
| 3515 MICHIGAN AVE | CINCINNATI | OH | 45208 | N/A | PC | General & Unrestricted | $20,000 |
| CAMPING & EDUCATION FOUNDATION | |||||||
| 3515 MICHIGAN AVE | CINCINNATI | OH | 45208 | N/A | PC | River Race, Boat Building fund and Ogichi | $24,000 |
| CAMPING & EDUCATION FOUNDATION | |||||||
| 3515 MICHIGAN AVE | CINCINNATI | OH | 45208 | N/A | PC | General & Unrestricted - year 3 pledge | $55,000 |
| CAREERS SUPPORT SOLUTIONS INC | |||||||
| 400 COLUMBUS AVE | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $2,000 |
| CAT DEPOT | |||||||
| 1520 S LODGE DR | SARASOTA | FL | 34239 | N/A | PC | Neonatal Kittens program | $1,100 |
| CAT TOWN | |||||||
| 4126 REDDING ST | OAKLAND | CA | 94619 | N/A | PC | General & Unrestricted | $2,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $3,600 |
| CENTER FOR DISASTER PHILANTHROPY INC | |||||||
| 1 THOMAS CIR NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | N/A | PC | General & Unrestricted | $2,000 |
| CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | N/A | PC | General & Unrestricted | $2,000 |
| Centerpointe Church | |||||||
| 214 BROOKS ST | Howell | MI | 48843 | N/A | PC | Back-to-school bash program | $600 |
| CENTRO LEGAL DE LA RAZA INC | |||||||
| 3022 INTERNATIONAL BLVD | OAKLAND | CA | 94601 | N/A | PC | General & Unrestricted | $3,000 |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $5,000 |
| COALITION FOR SONORAN DESERT PROTECTION | |||||||
| 738 N 5TH AVE STE 212 | TUCSON | AZ | 85705 | N/A | PC | General & Unrestricted | $10,000 |
| CONNECTICUT FOOD BANK INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | Covid-19 relief fund | $3,000 |
| CORNELL LABORATORY OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | N/A | PC | General & Unrestricted | $1,000 |
| COVE CENTER FOR GRIEVING CHILDREN INC | |||||||
| 250 POMEROY AVE | MERIDEN | CT | 06450 | N/A | PC | General & Unrestricted | $7,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | N/A | PC | General & Unrestricted | $5,000 |
| EAST BAY SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 8323 BALDWIN ST | OAKLAND | CA | 94621 | N/A | PC | General & Unrestricted | $5,000 |
| ESTHER NEONATAL KITTEN ALLIANCE | |||||||
| 169 PEARSON DR APT 1 | ASHEVILLE | NC | 28801 | N/A | PC | General & Unrestricted | $500 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $7,000 |
| FIRST UNITED METHODIST CHURCH OF DONNA | |||||||
| 228 S MAIN ST | DONNA | TX | 78537 | N/A | PC | General & Unrestricted | $2,000 |
| FIX OUR FERALS | |||||||
| 12226 SAN PABLO AVE | RICHMOND | CA | 94805 | N/A | PC | General & Unrestricted | $3,000 |
| FIXIN THE COAST | |||||||
| 18417 DEER DR | SAUCIER | MS | 39574 | N/A | PC | General & Unrestricted | $500 |
| FOUNDATION OF ARTS MUSIC AND EDUCATION | |||||||
| PO BOX 764 | BEDFORD HILLS | NY | 10507 | N/A | PC | General & Unrestricted | $2,000 |
| FOWLERVILLE CHURCH OF THE NAZARENE | |||||||
| 8040 COUNTRY CORNER DR | FOWLERVILLE | MI | 48836 | N/A | PC | General & Unrestricted | $3,000 |
| FOWLERVILLE CHURCH OF THE NAZARENE | |||||||
| 8040 COUNTRY CORNER DR | FOWLERVILLE | MI | 48836 | N/A | PC | General & Unrestricted | $9,000 |
| FOWLERVILLE CHURCH OF THE NAZARENE | |||||||
| 8040 COUNTRY CORNER DR | FOWLERVILLE | MI | 48836 | N/A | PC | General & Unrestricted | $10,000 |
| FOX TUCSON THEATRE FOUNDATION | |||||||
| PO BOX 1008 | TUCSON | AZ | 85702 | N/A | PC | Box Office naming fund | $2,000 |
| FOX TUCSON THEATRE FOUNDATION | |||||||
| PO BOX 1008 | TUCSON | AZ | 85702 | N/A | PC | general operations and restoration of a theater pipe organ fund | $10,000 |
| FRIENDS OF CANTON DOG PARK INC | |||||||
| PO BOX 444 | CANTON | CT | 06019 | N/A | PC | Building fund | $5,640 |
| FRIENDS OF CANTON DOG PARK INC | |||||||
| PO BOX 444 | CANTON | CT | 06019 | N/A | PC | building a dog park in Canton | $10,000 |
| FRIENDS OF POUND RIDGE | |||||||
| PO BOX 22 | POUND RIDGE | NY | 10576 | N/A | NC | General & Unrestricted | $4,000 |
| FRIENDS OF THE WORLD FOOD PROGRAM INC | |||||||
| 1725 EYE ST NW STE 510 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| GATHERING 4 GARDNER INC | |||||||
| 1866 MARLBROOK DR NE | ATLANTA | GA | 30307 | N/A | PC | 14th Gathering 4 Gardner Conference | $1,000 |
| GINGERS PET RESCUE | |||||||
| 12305 99TH AVE NE | ARLINGTON | WA | 98223 | N/A | PC | General & Unrestricted | $1,000 |
| GLEANERS COMMUNITY FOOD BANK INC | |||||||
| 2131 BEAUFAIT ST | DETROIT | MI | 48207 | N/A | PC | to purchase a Walk in refrigerator | $15,000 |
| Grayling High School | |||||||
| 1135 N OLD 27 | GRAYLING | MI | 49738 | N/A | GOV | General & Unrestricted | $7,500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $3,000 |
| GREATERGOOD ORG | |||||||
| 600 UNIVERSITY ST | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $3,000 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | |||||||
| 10 COLUMBUS BLVD 8TH FL | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $3,000 |
| HARTLAND ENRICHMENT AND RECREATION ORGANIZATION | |||||||
| 3191 HARTLAND RD | HARTLAND | MI | 48353 | N/A | PC | General & Unrestricted | $5,000 |
| HARTLAND ENRICHMENT AND RECREATION ORGANIZATION | |||||||
| 3191 HARTLAND RD | HARTLAND | MI | 48353 | N/A | PC | General & Unrestricted | $5,000 |
| HAWAII FOODBANK | |||||||
| 2611 KILIHAU ST A | HONOLULU | HI | 96819 | N/A | PC | General & Unrestricted | $5,000 |
| HAWKWING INC | |||||||
| 306 CAVAN LN | GLASTONBURY | CT | 06033 | N/A | PC | General & Unrestricted | $5,000 |
| HEARTLAND FARM SANCTUARY INC | |||||||
| PO BOX 45746 | MADISON | WI | 53744 | N/A | PC | General & Unrestricted | $1,100 |
| HELPLINE HOUSE | |||||||
| 282 KNECHTEL WAY NE | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $4,000 |
| HONG KONG FORUM LOS ANGELES INC | |||||||
| 1439 FOLKSTONE AVE | HACIENDA HTS | CA | 91745 | N/A | PC | General & Unrestricted | $5,000 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500 |
| HUMANE SOCIETY INTERNATIONAL | |||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | N/A | PC | relief fund for people in communities impacted by the fires | $14,000 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,500 |
| INTEGRAL ECOLOGY RESEARCH CENTER | |||||||
| PO BOX 52 | BLUE LAKE | CA | 95525 | N/A | PC | General & Unrestricted | $6,000 |
| International Beginning Ministries | |||||||
| POBOX 10422 | Detroit | MI | 48210 | N/A | NC | Building Fund | $2,000 |
| INTERNATIONAL BIRD RESCUE | |||||||
| PO BOX 2171 | LONG BEACH | CA | 90801 | N/A | PC | General & Unrestricted | $7,700 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $5,000 |
| IZI AZI FOUNDATION | |||||||
| 5995 E GRANT RD STE 200 | TUCSON | AZ | 85712 | N/A | PC | for the installation of a 1000-gallon cistern for rainwater harvesting, shade sails and agribond | $4,000 |
| CULTURETRUST GREATER PHILADELPHIA | |||||||
| 1315 WALNUT ST STE 320 | PHILADELPHIA | PA | 19107 | N/A | PC | Juniper Productions | $7,000 |
| KEEP ON MOVING INTERACTIVE & THERAPEUTICALLY ORIEN | |||||||
| 25 RENSSELAER DR | SPRING VALLEY | NY | 10977 | N/A | PC | General & Unrestricted | $25,000 |
| LIFEBRIDGE COMMUNITY SERVICES INC | |||||||
| 475 CLINTON AVE | BRIDGEPORT | CT | 06605 | N/A | PC | Covid-19 relief fund | $3,000 |
| LIVINSTON CHRISTIAN SCHOOLS | |||||||
| 7669 BRIGHTON RD | BRIGHTON | MI | 48116 | N/A | PC | General & Unrestricted | $3,800 |
| LOVE INC OF THE GREATER LIVINGSTON AREA | |||||||
| PO BOX 558 | HOWELL | MI | 48844 | N/A | PC | General & Unrestricted | $500 |
| LOVE INC OF THE GREATER LIVINGSTON AREA | |||||||
| PO BOX 558 | HOWELL | MI | 48844 | N/A | PC | New Creation pledge fund | $25,000 |
| LOVE INC OF THE GREATER LIVINGSTON AREA | |||||||
| PO BOX 558 | HOWELL | MI | 48844 | N/A | PC | Rest of LeCon pledge fund | $4,500 |
| LUBEE FOUNDATION INC CUMBERLAND BLDG | |||||||
| 1309 NW 192ND AVE | GAINESVILLE | FL | 32609 | N/A | POF | General & Unrestricted | $600 |
| MAUMEE VALLEY COUNTRY DAY SCHOOL | |||||||
| 1715 S REYNOLDS RD | TOLEDO | OH | 43614 | N/A | PC | Forest School program | $50,000 |
| MEALS ON WHEELS OF ALAMEDA COUNTY | |||||||
| 1721 BROADWAY 201 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $3,000 |
| METROPOLITAN FAMILY SERVICES | |||||||
| ONE N DEARBORN ST STE 1000 | CHICAGO | IL | 60602 | N/A | PC | General & Unrestricted | $3,000 |
| MUSIC CONSERVATORY OF WESTCHESTER | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | N/A | PC | accessible technology-based programs | $10,000 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK ST 7TH FL | NEW YORK | NY | 10014 | N/A | PC | To Support a year-long staff position from TerraCorps | $1,800 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,000 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | General & Unrestricted | $2,000 |
| NEIGHBORS LINK CORP | |||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $2,000 |
| NESKAYA INC | |||||||
| PO BOX 634 | FRANCONIA | NH | 03580 | N/A | PC | Computer needs | $1,500 |
| NETWORK FOR GOOD INC | |||||||
| 1140 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,900 |
| NORTH SHORE ANIMAL LEAGUE AMERICA INC | |||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHWOOD SCHOOL | |||||||
| 92 NORTHWOOD RD | LAKE PLACID | NY | 12946 | N/A | PC | General & Unrestricted | $7,500 |
| OAK CREEK WATERSHED COUNCIL | |||||||
| 14015 N MOON MOUNTAIN TRL | PHOENIX | AZ | 85023 | N/A | PC | General & Unrestricted | $1,000 |
| OPERATION CATNIP OF GAINESVILLE INC | |||||||
| PO BOX 141023 | GAINESVILLE | FL | 32614 | N/A | PC | General & Unrestricted | $2,000 |
| OUR LADY OF HOPE CATHOLIC CHURCH | |||||||
| 9 WHEELER AVE | WHITEHALL | NY | 12887 | N/A | PC | Hope After School Program | $1,500 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | General & Unrestricted | $5,000 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | Covid-19 Response program | $5,000 |
| PAWS CROSSED ANIMAL RESCUE INC | |||||||
| 100 S WAREHOUSE LN | ELMSFORD | NY | 10523 | N/A | PC | General & Unrestricted | $600 |
| PETS ARE WONDERFUL SUPPORT | |||||||
| 645 HARRISON ST STE 100 | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $8,000 |
| PHOENIX HOUSE FOUNDATION INC | |||||||
| 3411 VERNON BLVD | LONG IS CITY | NY | 11106 | N/A | PC | General & Unrestricted | $1,500 |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | N/A | PC | General & Unrestricted | $5,000 |
| POSITIVE FUTURES NETWORK | |||||||
| 284 MADRONA WAY NE STE 116 | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $10,000 |
| POSITIVE FUTURES NETWORK | |||||||
| 284 MADRONA WAY NE STE 116 | BAINBRIDGE IS | WA | 98110 | N/A | PC | to purchase Laptops, audio/design equipment and furniture | $10,000 |
| POUND RIDGE FIRE DEPARTMENT INC | |||||||
| WESTCHESTER AVE | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| POUND RIDGE LAND CONSERVANCY INC | |||||||
| 1361 OLD POST RD | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| POUND RIDGE LIONS AMBULANCE CORPS | |||||||
| PO BOX 237 | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| PRESBYTERY OF DETROIT | |||||||
| 17575 HUBBELL ST | DETROIT | MI | 48235 | N/A | PC | TOWARD THE 2018 Veterinary Expenses | $2,500 |
| PROJECT A W A R E FOUNDATION | |||||||
| 30151 TOMAS STE 200 | RANCHO SANTA MARGARITA | CA | 92688 | N/A | PC | General & Unrestricted | $1,500 |
| PROKIDS | |||||||
| 2605 BURNET AVE | CINCINNATI | OH | 45219 | N/A | PC | General & Unrestricted | $6,000 |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S | |||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | N/A | PC | General & Unrestricted | $3,000 |
| S1 | |||||||
| PO BOX 15292 | PORTLAND | OR | 97293 | N/A | PC | Synth Library | $1,000 |
| SALISH SEA EXPEDITIONS | |||||||
| 1257 PATMOS LN NW | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | General & Unrestricted | $1,000 |
| SAN JUAN PRESERVATION TRUST | |||||||
| PO BOX 759 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $25,000 |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | |||||||
| 1515 S OSPREY AVE STE B4 | SARASOTA | FL | 34239 | N/A | PC | General & Unrestricted | $20,000 |
| SELF DISCOVERY PAIN POSITIONING AND PURPOSE INC | |||||||
| 4021 MCGINNIS FERRY RD APT 133 | SUWANEE | GA | 30024 | N/A | PC | Tuition fund for class in crisis interventions | $1,600 |
| SHY WOLF SANCTUARY EDUCATION AND EXPERIENCE CENTER | |||||||
| 1161 27TH ST SW | NAPLES | FL | 34117 | N/A | PC | General & Unrestricted | $610 |
| SIMON FOUNDATION INCORPORATED | |||||||
| 120 RESCUE LN | BLOOMFIELD | CT | 06002 | N/A | POF | General & Unrestricted | $500 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | General & Unrestricted | $5,000 |
| SOMETHING GOOD IN THE WORLD INC | |||||||
| 624 CROTON AVE | CORTLANDT MNR | NY | 10567 | N/A | PC | planting a garden for refugee children initiative | $2,000 |
| SOUND EXPERIENCE | |||||||
| 2900 WASHINGTON ST STE E | PORT TOWNSEND | WA | 98368 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $2,000 |
| SPREADING THREADS CLOTHING BANK | |||||||
| 5435 N DESERT SAGUARO CT | TUCSON | AZ | 85745 | N/A | PC | General & Unrestricted | $2,500 |
| SPRING GROVE HERITAGE FOUNDATION | |||||||
| 4521 SPRING GROVE AVE | CINCINNATI | OH | 45232 | N/A | PC | plant display labels fund | $3,000 |
| SQUEAKY WHEELS | |||||||
| 221 WINSLOW WAY W | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | Dana's Trail completion | $25,000 |
| ST JOSEPH THE WORKER | |||||||
| 1125 W JACKSON ST | PHOENIX | AZ | 85007 | N/A | PC | General & Unrestricted | $3,500 |
| STARFISH LEARNING CENTER | |||||||
| 1543 W HOWARD ST | CHICAGO | IL | 60626 | N/A | PC | arts and crafts program | $1,000 |
| SYLVIA RIVERA LAW PROJECT INC | |||||||
| 147 W 24TH ST 5TH FL | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,500 |
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PC | General & Unrestricted | $7,000 |
| THE FOOD BASKET INC | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $3,000 |
| THE FOOD BASKET INC | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $5,000 |
| THE HERMITAGE CAT SHELTER | |||||||
| PO BOX 13508 | TUCSON | AZ | 85732 | N/A | PC | General & Unrestricted | $5,000 |
| THE SAFE CROSSINGS FOUNDATION | |||||||
| 1402 3RD AVE STE 1322 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $500 |
| THE SAFE CROSSINGS FOUNDATION | |||||||
| 1402 3RD AVE STE 1322 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $2,500 |
| THE SEATTLE FOUNDATION | |||||||
| 1601 5TH AVE STE 1900 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $5,000 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $2,500 |
| TOHONO CHUL PARK INC | |||||||
| 7366 N PASEO DEL NORTE | TUCSON | AZ | 85704 | N/A | PC | General & Unrestricted | $1,000 |
| TRI-STATE BIRD RESCUE AND RESEARCH INC | |||||||
| 170 POSSUM HOLLOW RD | NEWARK | DE | 19711 | N/A | PC | Summer internship program | $4,000 |
| TUCSON BOTANICAL GARDENS | |||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | General & Unrestricted | $1,000 |
| TUCSON WILDLIFE CENTER | |||||||
| PO BOX 18320 | TUCSON | AZ | 85731 | N/A | PC | General & Unrestricted | $5,000 |
| U C SANTA CRUZ FOUNDATION | |||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | N/A | PC | General & Unrestricted | $4,000 |
| UNION STREET BRICK CHURCH | |||||||
| 126 UNION ST | BANGOR | ME | 04401 | N/A | PC | General & Unrestricted | $7,000 |
| UNITED WAY OF NEW YORK CITY | |||||||
| 205 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | Covid-19 Emergency Relief fund | $5,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF MONTANA FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | N/A | PC | General & Unrestricted | $5,000 |
| URBAN JUNCTURE FOUNDATION | |||||||
| 300 E 51ST ST | CHICAGO | IL | 60615 | N/A | PC | General & Unrestricted | $3,000 |
| URBAN JUNCTURE FOUNDATION | |||||||
| 300 E 51ST ST | CHICAGO | IL | 60615 | N/A | PC | Summer interns, roof garden, bike box and Boxville fund | $30,000 |
| VALLEY COMMUNITY CENTER | |||||||
| 549 5TH ST STE F | CLARKSTON | WA | 99403 | N/A | PC | General & Unrestricted | $2,500 |
| WEST YAVAPAI GUIDANCE CLINIC INC | |||||||
| 3343 N WINDSONG DR | PRESCOTT VALLEY | AZ | 86314 | N/A | PC | General & Unrestricted | $5,000 |
| WILD BIRD FUND INC | |||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $600 |
| WILDERNESS INTEGRATION PROJECT | |||||||
| PO BOX 317 | INDIANOLA | WA | 98342 | N/A | PC | General & Unrestricted | $5,000 |
| WOLF CONSERVATION CENTER INC | |||||||
| PO BOX 421 | SOUTH SALEM | NY | 10590 | N/A | PC | General & Unrestricted | $2,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 655 NEW YORK AVE NW 6TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $859,700 | 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 | 01 | ExclusionCd |
| Exclusion | $911 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,429 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $201,941 | 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 | CREDIT CARD POINTS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,981 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $402,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $402,262 | 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 | General Consultations | CategoryTxt |
| Amt | $6,000 | Amt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS R DEUPREE | PersonNm |
| Short Explanation | * DECEASED IN OCTOBER 2019 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBEE FOUNDATION INC CUMBERLAND BLDG | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1309 NW 192ND AVE | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-05-22 | GrantDt |
| Grant | $600 | GrantAmt |
| Purpose Of Grant | To purchase produce for fruit bat collection | PurposeOfGrantTxt |
| Expended By Grantee | $600 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/5/21 | DatesOfReportsByGranteeTxt |
| Results Of Verification | none necessary | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $44,338 | $97,190 |
| ABBVIE INC | $75,605 | $102,107 |
| AIR PRODS & CHEM INC | $88,704 | $149,705 |
| AMGEN INC | $45,340 | $57,786 |
| AUTOMATIC DATA PROCESSING INC | $103,616 | $110,179 |
| BLACKROCK INC | $88,960 | $136,023 |
| BROADCOM INC | $85,658 | $99,733 |
| CHEVRON CORP | $119,512 | $94,673 |
| CISCO SYSTEMS INC | $78,073 | $156,384 |
| COMCAST CORP | $61,828 | $63,109 |
| CROWN CASTLE INTL | $78,611 | $157,978 |
| EATON CORP PLC | $30,177 | $27,469 |
| ELI LILLY & CO | $66,136 | $97,523 |
| EVERSOURCE ENERGYINC | $18,772 | $21,317 |
| FIRST TRUST DEVELOPED MARKETS | $188,342 | $173,792 |
| FIRST TRUST DOW JONES INTERNET | $135,576 | $180,570 |
| FIRST TRUST FINANCIAL ALPHADEX | $94,637 | $89,187 |
| FIRST TRUST LOW DURATION OPPOR | $224,170 | $226,616 |
| FIRST TRUST NORTH AMERICAN ENE | $182,557 | $162,511 |
| FIRST TRUST TCW OPP FIXED INC | $77,369 | $85,746 |
| FT-PREFERRED SECUR & INC ETF | $173,948 | $170,164 |
| HOME DEPOT INC | $87,009 | $189,386 |
| HONEYWELL INTL | $111,236 | $126,661 |
| ILLINOIS TOOL WORKS | $51,593 | $72,038 |
| ISHARE SP SMALL CAP 600 INDEX | $117,786 | $105,440 |
| ISHARES BARCLAYS 10-20 YEAR TR | $115,436 | $142,415 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $49,057 | $52,532 |
| ISHARES MSCI KLD 400 SOCIAL IN | $505,275 | $612,641 |
| ISHARESLEHMAN 7-10YR | $167,097 | $187,192 |
| JOHNSON & JOHNSON | $87,334 | $129,661 |
| JP MORGAN CHASE | $95,031 | $146,545 |
| LOCKHEED MARTIN CORP | $64,136 | $158,740 |
| LYONDELLBASELL INDUSTRIES NV | $22,207 | $18,139 |
| MARSH AND MCLENNAN COMPANIES I | $75,976 | $102,216 |
| MAXIM INTEGRATED PRODS INC | $25,203 | $48,609 |
| MCDONALD'S CORP | $92,996 | $105,886 |
| MEDTRONIC PLC | $83,664 | $92,800 |
| MERCK & CO INC | $132,869 | $133,008 |
| MICROSOFT CORP | $46,281 | $177,868 |
| MONDELEZ INTERNATIONAL INC | $126,411 | $126,496 |
| NEXTERA ENERGY, INC | $93,956 | $217,833 |
| PAYCHEX | $67,169 | $107,944 |
| PEPSICO INC | $121,856 | $154,744 |
| PHILLIPS 66 | $53,763 | $37,100 |
| PNC FINANCIAL GROUP INC | $103,728 | $74,173 |
| PROCTER GAMBLE CO | $47,919 | $50,578 |
| PROLOGIS | $39,465 | $45,545 |
| REALTY INCOME CORP | $43,156 | $43,852 |
| SEMPRA ENERGY COM | $87,654 | $89,564 |
| STARBUCKS CORP COM | $76,004 | $108,766 |
| TEXAS INSTRUMENTS INC | $94,825 | $174,838 |
| THE COCA-COLA CO | $46,159 | $41,329 |
| TRUIST FINANCIAL CORPORATION | $111,493 | $113,852 |
| US BANCORP | $85,840 | $59,722 |
| VALERO ENERGY CORP | $15,864 | $13,999 |
| VANGUARD GOVT BOND ETF INTERME | $141,262 | $152,361 |
| VERIZON COMMUNICATIONS | $88,508 | $93,004 |
| WEC ENERGY GROUP, INC | $60,978 | $110,001 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISBURSEMENTS IN ERROR | Desc |
| Amt | $370 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Set-Up Fee | $5,500 | $5,500 | |
| Bank Charges | $175 | $175 | |
| PROCESSING FEES | $322 | $322 | |
| Office Supplies | $622 | $622 | |
| Postage/Delivery Service | $116 | $116 | |
| State or Local Filing Fees | $200 | $200 | |
| Website Hosting/Support | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | credit card points income | Desc |
| Revenue And Expenses Per Books | $1,981 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,981 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $1,500 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $56,824 | Amt |
| Net Investment Income | $56,824 | NetInvestmentIncomeAmt |