NORCROSS WILDLIFE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NORCROSS WILDLIFE FOUNDATION INC (EIN 13-2041622)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349102731
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:24:03-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132781641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL & TITUS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 PINE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132041622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORCROSS WILDLIFE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORC | BusinessNameControlTxt |
| Phone | 4132679654 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 269 | AddressLine1Txt |
| City | WALES | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ED HOOD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4132679654 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ED | PersonFirstNm |
| Person Last | HOOD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK E DAVIS JR | PreparerPersonNm |
| PTIN | P00446023 | PTIN |
| Phone | 2127094500 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,730,141 | 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 | $92,850 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $739,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $739,560 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $739,560 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,617,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,884,272 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,674,084 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $692,777 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $26,940 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,476,897 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,413,644 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,432,337 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $170,269 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $170,269 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $468,154 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $263,396 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,358 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,358 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,432 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,432 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,281 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $76,281 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $302,931 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $199,035 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $199,035 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $302,931 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,659 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $5,659 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $129,612 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $85,791 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $98,184 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $31,908 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,908 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,840 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,840 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $158,015 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $212,466 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,512,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $199,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $199,035 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,220,331 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,650,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $199,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $199,035 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,357,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,826,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,214,609 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,233,302 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,925 | CashBOYAmt |
| Cash EOY | $17,593 | CashEOYAmt |
| Cash EOYFMV | $17,593 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $170,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $703,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $703,508 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $171 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,268 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $171 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $171 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $645,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,074,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $645,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $645,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $104,360 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $54,451 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $54,451 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $27,760,488 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,129,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,129,429 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,127,395 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,868,370 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,868,370 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,123,633 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,134,918 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,134,918 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,413,686 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,236,985 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,289,136 | LandBOYAmt |
| Land EOY | $11,176,701 | LandEOYAmt |
| Land EOYFMV | $11,176,701 | LandEOYFMVAmt |
| Total Assets BOY | $53,666,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,730,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,730,141 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $299,525 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $175,787 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $671,667 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $651,667 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $153,300 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $173,433 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,124,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000,887 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $52,082,467 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $57,168,784 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $459,437 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $560,470 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,541,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,729,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,666,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,730,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,541,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,826,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,360,596 | OtherIncreasesAmt |
| Subtotal | $57,729,254 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,729,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $20,637,024 | $18,655,717 | $1,981,307 | $1,981,307 |
| PUBLICLY TRADED SECURITIES | $9,097,248 | $8,404,471 | $692,777 | $692,777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,674,084 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $692,777 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,683 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,683 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,431 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $36,735 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $55,166 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $572 | EsPenaltyAmt |
| Overpayment | $9,911 | OverpaymentAmt |
| Applied To ES Tax | $9,911 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NORCROSSWILDLIFE.ORG | WebsiteAddressTxt |
| Individual With Books | ED HOOD | IndividualWithBooksNm |
| Phone | 4132679654 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 PECK ROAD | AddressLine1Txt |
| City | WALES | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| LIZ AUSTIN | ||||||||
| PO BOX 269 | WALES | MA | 01081 | CHAIR | 1.00 | $0 | $0 | $0 |
| CHARLES BAEDER | ||||||||
| PO BOX 269 | WALES | MA | 01081 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| HELEN EICHMANN | ||||||||
| PO BOX 269 | WALES | MA | 01081 | SECRETARY | 1.00 | $0 | $0 | $0 |
| TANYA KHOTIN | ||||||||
| PO BOX 269 | WALES | MA | 01081 | TREASURER | 1.00 | $0 | $0 | $0 |
| KELLIE TERRY | ||||||||
| PO BOX 269 | WALES | MA | 01081 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SOL WATSON | ||||||||
| PO BOX 269 | WALES | MA | 01081 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW FISK | ||||||||
| PO BOX 269 | WALES | MA | 01081 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BILL LABICH | ||||||||
| PO BOX 269 | WALES | MA | 01081 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| J EDWARD HOOD | ||||||||
| PO BOX 269 | WALES | MA | 01081 | EXECUTIVE DIRECTOR | 40.00 | $33,846 | $8,500 | $0 |
| KAREN OUTLAW | ||||||||
| PO BOX 269 | WALES | MA | 01081 | PAST EXECUTIVE DIRECTOR | 40.00 | $114,331 | $13,592 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DERRICK TALBOT | ||||||||
| PO BOX 269 | WALES | MA | 01081 | DIRECTOR LAND & FACI | 40.00 | $74,426 | $36,792 | $0 |
| DAN JAFFEE WILDER | ||||||||
| PO BOX 269 | WALES | MA | 01081 | DIRECTOR, APPLIED EC | 40.00 | $63,331 | $27,708 | $0 |
| JENNIFER OHOP | ||||||||
| PO BOX 269 | WALES | MA | 01081 | NATURALIST | 40.00 | $55,817 | $26,347 | $0 |
| DAVID LOVELL | ||||||||
| PO BOX 269 | WALES | MA | 01081 | MAINTENEANCE CREW | 40.00 | $65,136 | $16,061 | $0 |
| EILEEN CATE | ||||||||
| PO BOX 269 | WALES | MA | 01081 | EDUCATOR | 40.00 | $53,206 | $6,548 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WFC 39TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGER | ServiceTypeTxt |
| Compensation | $199,035 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CORE ACTIVITIES INCLUDE PROTECTING, ENHANCING AND EXPANDING HABITAT FOR WILDLIFE, PRIMARILY AT THE NORCROSS WILDLIFE SANCTUARY (KNOWN AS TUPPER HILL) IN THE FORM OF LAND HOLDINGS IN THE SURROUNDING TOWNS OF MONSON, WALES, HOLLAND AND BRIMFIELD, MA AND STAFFORD AND UNION, CT; PROPAGATING, ESTABLISHING, RESTORING AND MAINTAINING POPULATIONS OF THREATENED AND ENDANGERED PLANTS NATIVE TO NEW ENGLAND; PROVIDING THE PUBLIC WITH EDUCATION PROGRAMS IN NATURAL AND ENVIRONMENTAL SCIENCE; AND PROTECTING AND CONSERVING WILD LAND AND WILDLIFE WHEREVER THREATENED. | Description1Txt |
| Expenses1 | $1,084,761 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NON-INTEREST BEARING LOANS TO A NOT-FOR-PROFIT ORGANIZATIONS, DUE MARCH 2021 | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Description2 | NON-INTEREST BEARING LOANS TO A NOT-FOR-PROFIT ORGANIZATIONS, DUE DECEMBER 2021 | Description2Txt |
| Expenses2 | $285,000 | Expenses2Amt |
| Total | $535,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,135,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $966,743 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $54,623 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,156,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,156,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $647,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,509,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,125,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,357,831 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $535,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $20,196 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,913,027 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,913,027 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,233,302 | CurrentYearAmt |
| Year1 | $728,763 | Year1Amt |
| Year2 | $650,806 | Year2Amt |
| Year3 | $578,302 | Year3Amt |
| Total | $3,191,173 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,048,307 | CurrentYearAmt |
| Year1 | $619,449 | Year1Amt |
| Year2 | $553,185 | Year2Amt |
| Year3 | $491,557 | Year3Amt |
| Total | $2,712,497 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,913,027 | CurrentYearAmt |
| Year1 | $2,974,967 | Year1Amt |
| Year2 | $2,220,420 | Year2Amt |
| Year3 | $2,592,638 | Year3Amt |
| Total | $9,701,052 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $672,500 | CurrentYearAmt |
| Year1 | $1,307,450 | Year1Amt |
| Year2 | $594,200 | Year2Amt |
| Year3 | $871,700 | Year3Amt |
| Total | $3,445,850 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,240,527 | CurrentYearAmt |
| Year1 | $1,667,517 | Year1Amt |
| Year2 | $1,626,220 | Year2Amt |
| Year3 | $1,720,938 | Year3Amt |
| Total | $6,255,202 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,416,988 | CurrentYearAmt |
| Year1 | $1,287,667 | Year1Amt |
| Year2 | $1,297,709 | Year2Amt |
| Year3 | $1,253,897 | Year3Amt |
| Total | $5,256,261 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMMUNITY ADOLESCENT RESOURCE & EDUCATION CENTER DBA CARE CENTER | ||||||
| 247 CABOT ST | HOLYOKE | MA | 01040 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS MISSION. | $1,250 |
| HOLYOKE ROWS | ||||||
| 25 JONES FERRY RD | HOLYOKE | MA | 01040 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS MISSION. | $1,250 |
| 30 MILE RIVER WATERSHED ASSOC | ||||||
| PO BOX 132 | MOUNT VERNON | ME | 04352 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS ENVIRONMENTAL MISSION. | $500 |
| OPACUM LAND TRUSTMASSCONN | ||||||
| PO BOX 233 | STURBRIDGE | MA | 01566 | PC PUBLIC CHARITY | FOR MASSCONN PARTNERSHIP AND ASSOCIATED OPERATIONAL EXPENSES AS FISCAL HOST. | $500 |
| MAINE LAKES SOCIETY | ||||||
| PO BOX 427 | BRUNSWICK | ME | 04011 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS ENVIRONMENTAL MISSION. | $500 |
| TOWN OF WALES MASSACHUSETTS | ||||||
| TOWN HALL 3 HOLLOW RD | WALES | MA | 01081 | GOVERNMENTS) OR INST | THIS IS A GENERAL SUPPORT GRANT. | $500 |
| GROWNYC | ||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC PUBLIC CHARITY | GROWNYCS MISSION IS TO IMPROVE NEW YORK CITY THROUGH ENVIRONMENTAL PROGRAMMING TO SECURE A CLEAN AND HEALTHY ENVIRONMENT FOR FUTURE GENERATIONS. PROGRAMMING INCLUDES OPERATING GREENMARKETS, RECYCLING AND COMPOSTING SERVICES, BUILDING AND SUPPORTING COMMUNITY GARDENS, AND EDUCATION TO SCHOOL CHILDREN. WWW.GROWNYC.ORG. | $500 |
| BILLION OYSTER PROJECT | ||||||
| 10 SOUTH ST SLIP 7 | NEW YORK | NY | 10004 | PC PUBLIC CHARITY | THE BILLION OYSTER PROJECTS MISSION IS TO RESTORE THE OYSTER POPULATION IN NEW YORK HARBOR. THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS ENVIRONMENTAL MISSION. | $2,000 |
| BRONX RIVER ALLIANCE | ||||||
| ONE BRONX RIVER PKWY | BRONX | NY | 10462 | PC PUBLIC CHARITY | THE BRONX RIVER ALLIANCE SERVES AS A COORDINATED VOICE FOR THE RIVER AND WORKS IN HARMONIOUS PARTNERSHIP TO PROTECT, IMPROVE AND RESTORE THE BRONX RIVER CORRIDOR SO THAT IT CAN BE A HEALTHY ECOLOGICAL, RECREATIONAL, EDUCATIONAL AND ECONOMIC RESOURCE FOR THE COMMUNITIES THROUGH WHICH THE RIVER FLOWS. THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS ENVIRONMENTAL MISSION. | $1,000 |
| THE POINT COMMUNITY DEVELOPMENT CORP | ||||||
| 940 GARRISON AVE | BRONX | NY | 10474 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS MEAN TO HELP THE ORGANIZATION FULFILL ITS ENVIRONMENTAL JUSTICE WORK. | $1,500 |
| GARDENING THE COMMUNITY | ||||||
| PO BOX 90774 | SPRINGFIELD | MA | 01139 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS MISSION. | $250 |
| EAGLE EYE INSTITUTE | ||||||
| PO BOX 440481 | SOMERVILLE | MA | 02144 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS MISSION. | $250 |
| PARADISE CITY DRAGON BOAT | ||||||
| PO BOX 1557 | NORTHAMPTON | MA | 01062 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS MISSION. | $250 |
| CRC CONNECTICUT RIVER CONSERVANCY | ||||||
| 15 BANK ROW | GREENFIELD | MA | 01310 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS MISSION. | $1,500 |
| FRANKLIN LAND TRUST INC | ||||||
| PO BOX 450 | SHELBURNE FALLS | MA | 01370 | PC PUBLIC CHARITY | FOR OPERATIONAL OR LAND CONSERVATION EXPENSES AT THE DISCRETION OF THE EXECUTIVE DIRECTOR. | $250 |
| KESTREL LAND TRUST | ||||||
| 284 N PLEASANT ST | AMHERST | MA | 01002 | PC PUBLIC CHARITY | FOR GENERAL OPERATIONAL OR LAND CONSERVATION EXPENSES TO BE DETERMINED AT THE DISCRETION OF THE EXECUTIVE DIRECTOR. | $500 |
| BIODIVERSITY WORKS INC | ||||||
| 455 STATE RD PMB 179 | VINEYARD HAVEN | MA | 02568 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS ENVIRONMENTAL MISSION. | $500 |
| MANHATTAN LAND TRUST | ||||||
| 148 WEST 37TH STREET 13TH FL | NEW YORK | NY | 10018 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS ENVIRONMENTAL MISSION. | $500 |
| SHERIFF'S MEADOW FOUNDATION | ||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS ENVIRONMENTAL MISSION. | $250 |
| THE TRUSTEES OF RESERVATIONS DEVELOPMENT DEPT | ||||||
| 200 HIGH STREET 4TH FL | BOSTON | MA | 02110 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS ENVIRONMENTAL MISSION. | $750 |
| CATSKILL MOUNTAINKEEPER INC | ||||||
| 47B MAIN ST | LIVINGSTON MANOR | NY | 12759 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS MISSION. | $1,250 |
| GROWNYC | ||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS MISSION. | $1,250 |
| OPACUM LAND TRUST | ||||||
| PO BOX 233 | STURBRIDGE | MA | 01566 | PC PUBLIC CHARITY | FOR MASSCONN PARTNERSHIP AND ASSOCIATED OPERATIONAL EXPENSES AS FISCAL HOST. | $25,000 |
| TOWN OF WALES | ||||||
| PO BOX 8311 | WALES | MA | 01081 | GOVERNMENTS) OR INST | $49,000 UNRESTRICTED GIFT WHILE $1000 USED TO SUPPORT WALES ELEMENTARY SCHOOL'S ANNUAL ECOLOGY CAMP TRIP | $50,000 |
| TOWN OF MONSON | ||||||
| 110 MAIN STREET | MONSON | MA | 01057 | GOVERNMENTS) OR INST | UNRESTRICTED MUNICIPAL GIFT | $25,000 |
| TOWN OF STAFFORD | ||||||
| 1 MAIN STREET | STAFFORD SPRINGS | CT | 06076 | GOVERNMENTS) OR INST | UNRESTRICTED MUNICIPAL GIFT | $10,000 |
| TOWN OF HOLLAND MA | ||||||
| TOWN HALL | HOLLAND | MA | 01521 | GOVERNMENTS) OR INST | $4000 UNRESTRICTED GIFT WHILE $1000 USED TO SUPPORT HOLLAND ELEMENTARY SCHOOL'S ANNUAL ECOLOGY CAMP TRIP IN 2021 | $5,000 |
| TOWN OF BRIMFIELD (MA) | ||||||
| TOWN HALL | BRIMFIELD | MA | 01010 | GOVERNMENTS) OR INST | $1500 UNRESTRICTED GIFT WHILE $1000 USED TO SUPPORT BRIMFIELD ELEMENTARY SCHOOL'S ANNUAL ECOLOGY CAMP TRIP IN 2021 | $2,500 |
| TOWN OF UNION | ||||||
| 10113 BUCKLEY HWY | UNION | CT | 06076 | GOVERNMENTS) OR INST | UNRESTRICTED MUNICIPAL GIFT | $2,500 |
| LAKE STEWARDS OF MAINE (LSM) | ||||||
| 24 MAPLE HILL RD | AUBURN | ME | 04210 | PC PUBLIC CHARITY | THIS IS A GENERAL SUPPOTHIS IS A GENERAL SUPPORT GRANT AND IS INTENDED TO HELP THE ORGANIZATION FULFILL ITS ENVIRONMENTAL MISSION. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $739,560 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $26,940 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,617,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,384,047 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,384,047 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US SMALL BUSINESS ADMINISTRATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14925 KINGSPORT ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $92,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $76,281 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $76,281 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALE OF LAND AND BUILDING | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $1,150,000 | GrossSalesPriceAmt |
| Basis | $206,537 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $943,463 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS- FIXED INCOME | BondNm |
| EOY Book Value | $13,868,370 | EOYBookValueAmt |
| EOYFMV | $13,868,370 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DOMESTIC EQUITY SECURITIES & MUTUAL FUNDS | StockNm |
| EOY Book Value | $31,129,429 | EOYBookValueAmt |
| EOYFMV | $31,129,429 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CASH AND EQUIVALENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,134,918 | BookValueAmt |
| EOYFMV | $1,134,918 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,432 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,432 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $46,110 | $0 | $0 | $100,561 |
| REPAIRS AND MAINTENANCE OF EQUIPMENT | $42,443 | $0 | $0 | $42,443 |
| REPAIRS AND MAINTENANCE OF BUILDINGS AND GROUNDS | $32,590 | $0 | $0 | $32,590 |
| OFFICE EXPENSES AND TELEPHONE | $12,990 | $0 | $0 | $12,990 |
| EDUCATIONAL MATERIALS | $4,407 | $0 | $0 | $4,407 |
| GOVT. REPORTING/FILING FEES | $2,994 | $0 | $0 | $2,994 |
| ADMIN-EMPLOYEE BENEFIT | $14,121 | $0 | $0 | $14,121 |
| MISCELLANEOUS | $2,360 | $0 | $0 | $2,360 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $26,940 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $2,360,596 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $153,300 | BOYBookValueAmt |
| EOY Book Value | $173,433 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL PROCESSING FEE | $4,072 | $0 | $0 | $4,072 |
| INVESTMENT FEES - MERRILL | $199,035 | $0 | $0 | $199,035 |
| OTHER PROFESSIONAL FEE | $99,824 | $199,035 | $199,035 | $99,824 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $129,612 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $85,791 | DisbursementsCharitablePrpsAmt |