GUSTAVUS & LOUISE PFEIFFER: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GUSTAVUS & LOUISE PFEIFFER (EIN 13-6086299)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349109442
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T20:11:23-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136086299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gustavus and Louise Pfeiffer Research | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GUST | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH SP MCCARTHY | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH SP | PersonFirstNm |
| Person Last | MCCARTHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,798,051 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,215 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,215 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $433,456 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $433,456 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,856,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,191,531 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,856,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,292,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,292,341 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,780 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,020 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $37,802 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,502 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $150 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,800 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $69 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $69 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,066 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $531 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,037 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $159,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $116,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,700,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,609,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,816,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$317,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,287,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $266,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $279,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $279,960 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $34,810 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,776 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,776 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $21,827,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,516,315 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,516,315 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $22,129,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,798,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,798,051 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $128,858 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $133,250 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,400,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,150,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,528,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,283,250 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,600,197 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,514,801 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,600,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,514,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,129,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,798,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,600,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$317,648 | ExcessRevenueOverExpensesAmt |
| Other Increases | $232,252 | OtherIncreasesAmt |
| Subtotal | $19,514,801 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,514,801 | 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 | $3,191,531 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,334,861 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,856,670 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,856,670 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,856,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,802 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,802 | SubtotalAmt |
| Tax Based On Investment Income | $31,802 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,466 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $33,466 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,664 | OverpaymentAmt |
| Applied To ES Tax | $1,664 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kimberly Herold Alvarez | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $5,400 | $0 | $0 |
| Lise P Chapman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $5,400 | $0 | $0 |
| Patricia R Herold | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 1.0 | $5,400 | $0 | $0 |
| H Robert Herold II | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $5,400 | $0 | $0 |
| Matthew G Herold Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Honorary Chair | 1.0 | $5,400 | $0 | $0 |
| Matthew Mayro Keeney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $5,400 | $0 | $0 |
| Sarah SP McCarthy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Asst Sec, Asst treas | 1.0 | $5,400 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $66,500 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 75TH ANNIVERSARY CONVENING DREW TOGETHER GRANTEES, FUNDING PARTNERS AND FOUNDATION MEMBERS TO DISCUSS RESEARCH RESULTS, CURRENT IMPACT, AND OPPORTUNITIES FOR COLLABORATION. | Description1Txt |
| Expenses1 | $69 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,882,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,127,941 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,127,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $316,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,811,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,040,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,040,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,802 | TotalTaxAmt |
| Distributable Before Adj | $1,008,749 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $579 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,009,328 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,009,328 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,816,676 | 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 | $2,816,676 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,816,676 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,009,328 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,184,646 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $824,842 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,372,860 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,124,332 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,701,080 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,207,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,816,676 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,009,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,807,348 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,015,108 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,184,646 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,830,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $824,842 | ExcessFromYear4Amt |
| Excess From Year3 | $3,372,860 | ExcessFromYear3Amt |
| Excess From Year2 | $1,124,332 | ExcessFromYear2Amt |
| Excess From Year1 | $1,701,080 | ExcessFromYear1Amt |
| Excess From Current Year | $1,807,348 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | |||||||
| 686 S FAIR OAKS AVE | PASADENA | CA | 91105 | N/A | PC | Research Program in Brain Heart Connection: Training the next generation of biomedical researchers | $1,600,000 |
| HUNTINGTON MEDICAL RESEARCH INSTITUTES | |||||||
| 686 S FAIR OAKS AVE | PASADENA | CA | 91105 | N/A | PC | Research Program in Brain Heart Connection: Training the next generation of biomedical researchers | $800,000 |
| PFEIFFER UNIVERSITY | |||||||
| PO BOX 960 | MISENHEIMER | NC | 28109 | N/A | PC | Milton C. Rose Research Scholars program | $150,000 |
| STANFORD UNIVERSITY - FINANCIAL AID OFFICE | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | N/A | PC | the medical scholars research program (pfeiffer fellows) and pfeiffer distinguished visiting professor series | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,700,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| bowdoin college | ||||||||
| 3530 college sta | brunswick | ME | 04011 | n/a | PC | "Robert H. Pfeiffer '67 "Pfeif" Fund to Give Students in the Sciences Equal Access to a Full Bowdoin Experience" | $400,000 | |
| national federation of the blind inc | ||||||||
| 1800 johnson st | baltimore | MD | 21230 | n/a | PC | general & unrestricted | $250,000 | |
| new jersey institute of technology foundation | ||||||||
| university heights | newark | NJ | 07102 | n/a | PC | Pfeiffer Foundation Endowed Scholarship fund for First Gen/Low Income Students in Bio-Engineering or Bio-Medical Engineering | $250,000 | |
| stanford university - financial aid office | ||||||||
| 326 galvez st | stanford | CA | 94305 | n/a | PC | Gustavus and Louise Pfeiffer Foundation Endowed Scholarship fund for First Generation/Low Income Students in Bio-engineering or Bio-medical Engineering | $250,000 | |
| university of Connecticut foundation incorporated | ||||||||
| 2390 alumni dr unit 3206 | storrs | CT | 06269 | n/a | PC | general & Unrestricted | $250,000 | |
| university of maine foundation | ||||||||
| two alumni pl | orono | ME | 04469 | n/a | PC | Pfeiffer Foundation Scholarship fund for First Gen/Low Income Students in Bio-Engineering or Bio-Medical Engineering | $250,000 | |
| Washington university | ||||||||
| campus box 1082 | st louis | MO | 63130 | n/a | PC | Pfeiffer Foundation Scholarship fund for First Gen/Low Income Students in Bio-Engineering or Bio-Medical Engineering | $250,000 | one brookings dr |
| yale university | ||||||||
| po box 2038 | new haven | CT | 06521 | n/a | PC | Pfeiffer Foundation Scholarship fund for First Gen/Low Income Students in Bio-Engineering or Bio-Medical Engineering | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,215 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $433,456 | 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 | $1,856,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,292,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,292,341 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Audit Fees | CategoryTxt |
| Amt | $10,750 | Amt |
| Disbursements Charitable Prps | $10,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF, PARTS I AND XV: | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PARTS I AND XV: | FormAndLineReferenceDesc |
| Medium Explanation | TOTAL form 990-pf, Part I, Line 25, Column (d) and Part XV, Line 3a: $2,700,000 Less grants authorized in prior years: $2,400,000 Plus grants authorized for future years: $2,150,000 TOTAL Form 990-PF, Part I, Line 25, Column (a): $2,450,000 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD BALANCED INDEX FUND I | $8,402,890 | $8,402,890 |
| VANGUARD WELLINGTON ADMIRAL FU | $13,113,425 | $13,113,425 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $66,500 | $66,500 | |
| INSURANCE EXPENSES | $3,539 | $510 | $531 |
| Registered Agent Fee | $388 | $388 | |
| State or Local Filing Fees | $1,068 | $1,068 | |
| Storage Fee | $420 | $420 | |
| Website Hosting/Support | $151 | $151 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURNED GRANT | $579 |
| UNREALIZED GAINS ON INVESTMENTS | $231,673 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF TAX FOR 2020 | $31,802 |
| DEFERRED EXCISE TAXES | $6,000 |