KATHRYN GOODMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN GOODMAN FOUNDATION (EIN 46-3170657)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202141279349101664
- Schema version
- 2020v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T13:14:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042836739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADLER BLANCHARD & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CAMBRIDGE ST STE 201 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | 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 | 463170657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KATHRYN GOODMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 5086420363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY W GOODMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5086420363 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | GOODMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL BLANCHARD | PreparerPersonNm |
| PTIN | P00851646 | PTIN |
| Phone | 7812730075 | PhoneNum |
| Preparation | 2021-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $7,089,712 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $228 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $228 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $228 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $238,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $238,842 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $238,842 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,803,423 | GrossSalesPriceAmt |
| Total Rev And Expnss | $381,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,070 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $239,070 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,060 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,060 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $124,657 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,657 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $124,657 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,669 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,669 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $532 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $532 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $132,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $132,918 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $323,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $323,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $456,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $132,918 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,152 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $106,152 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $173,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,916 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,916 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,695,491 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,720,238 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,015,796 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,869,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,794,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,089,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,869,352 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,794,154 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,869,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,794,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,869,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,794,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,869,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,198 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,794,154 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,794,154 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,476 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,476 | SubtotalAmt |
| Tax Based On Investment Income | $1,476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,571 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,571 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,095 | OverpaymentAmt |
| Applied To ES Tax | $3,095 | 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 | MA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY W GOODMAN | IndividualWithBooksNm |
| Phone | 5086420363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY W GOODMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH WEALTH MANAGEMENT | |||||
| 5905 E GALBRAITH RD | CINCINNATI | OH | 45236 | INVESTMENT MGMT | $64,657 |
| TIMOTHY GOODMAN | |||||
| PO BOX 1451 | WEST TISBURY | MA | 02575 | TRUSTEE | $60,000 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,402,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,472 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,546,688 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,546,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,448,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $322,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $322,424 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,476 | TotalTaxAmt |
| Distributable Before Adj | $320,948 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $320,948 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $320,948 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $323,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $323,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $322,752 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Total For Prior Years | $880 | TotalForPriorYearsAmt |
| Qualifying Distributions | $323,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $322,752 | AppliedToYear1Amt |
| Applied To Prior Years | $748 | AppliedToPriorYearsAmt |
| Prior Year Undistributed Incm | $132 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $132 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $320,948 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | NONE | ASSISTANCE FOR HOMELESS ANIMALS | $6,000 | |
| ANIMAL SHELTER OF MARTHAS VINEYARD | |||||||
| PO BOX 1829 | EDGARTOWN | MA | 02539 | NONE | VET SERVICES | $5,000 | |
| CHILD JUSTICE INC | |||||||
| 8401 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PROTECTION FOR ABUSED CHILDREN | $45,000 | |
| CHILDRENS HEALTH FD | |||||||
| 215 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | HEALTH CARE FOR CHILDREN | $5,000 | |
| FEATHERSTONE CTR | |||||||
| 30 FEATHERSTONE LANE | OAK BLUFFS | MA | 02557 | NONE | COMMUNITY PROGRAMS | $5,000 | |
| FELIX NECK SANCTUARY | |||||||
| PO BOX 494 | VINEYARD HAVEN | MA | 02568 | NONE | WILDLIFE PROTECTION | $3,000 | |
| FRIENDS OF MVY RADIO | |||||||
| PO BOX 1148 | VINEYARD HAVEN | MA | 02568 | NONE | COM MUNITY PROGRAMS | $10,000 | |
| HARBOR HOMES | |||||||
| PO BOX 243 | WEST TISBURY | MA | 02575 | NONE | ASSISTANCE FOR HOMELESS | $5,000 | |
| HOSPICE OF MARTHAS VINEYARD | |||||||
| PO BOX 1748 | VINEYARD HAVEN | MA | 02568 | NONE | HOSPICE AND BEREAVEMENT SERVICES | $5,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | CANCER RESEARCH | $5,000 | ||
| LESLIE S T FANG FOUNDATION | |||||||
| 800 BOYLSTON ST | BOSTON | MA | 02199 | SUPPORT FOR MEDICAL STAFF | $20,000 | ||
| MITCHEL EQUINE RETIREMENT | |||||||
| 300 EAST HADDAM ROAD | SALEM | CT | 06420 | NONE | ANIMAL SANCTUARY | $3,000 | |
| MSK CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | CANCER CENTER AND RESEARCH | $5,000 | |
| MSPCA ANGELL MEMORIAL | |||||||
| 360 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | VETERINARY SERVICES | $6,000 | |
| MUSICALLY FED | |||||||
| 8274 E DEL CADENA | SCOTTSDALE | AZ | 85258 | NONE | COMMUNITY PROGRAMS | $42,500 | |
| MVY CENTER FOR LIVING | |||||||
| PO BOX 1729 | VINEYARD HAVEN | MA | 02568 | NONE | SENIOR ASSISTANCE | $10,000 | |
| MVY REGIONAL HIGH SCHOOL | |||||||
| BOX 1385 | OAK BLUFFS | MA | 02557 | NONE | EDUCATION SERVICES | $20,000 | |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | ASSISTANCE TO HOMELESS PERSONS | $10,000 | |
| ROSIES PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | ASSISTANCE FOR HOMELESS WOMEN | $10,000 | |
| SASSAFRAS EARTH EDUCATION | |||||||
| 5 CHURCH ST | VINEYARD HAVEN | MA | 02586 | NONE | EDUCATION SERVICES | $3,000 | |
| VINEYARD HOUSE INC | |||||||
| 5 CHURCH ST | VINEYARD HAVEN | MA | 02586 | NONE | REHABILITATION PROGRAMS | $10,000 | |
| YMCA OF MARTHAS VINEYARD | |||||||
| 111R EDGARTOWN | VINEYARD HAVEN | MA | 02568 | NONE | COMMUNITY PROGRAMS | $5,000 | VINEYARD HAVEN ROAD |
| MV COMMUNITY FOUNDATION | |||||||
| PO BOX 243 | WEST TISBURY | MA | 02568 | COMMUNITY SUPPORT | $5,000 | ||
| PERMANENT ENDOWMENT FUND OF MV | |||||||
| PO BOX 243 | WEST TISBURY | MA | 02575 | COMMUNITY SUPPORT | $70,000 | ||
| VINEYARD TRUST | |||||||
| PO BOX 5277 | EDGARTOWN | MA | 02539 | HISTORIC PRESERVATION | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $323,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $228 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238,842 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $142,150 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $239,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $142,150 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $381,220 | 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 | ADLER BLANCHARD | CategoryTxt |
| Amt | $3,060 | Amt |
| Net Investment Income | $3,060 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,060 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ISHARES EDGE MSCI | 2018-10 | PURCHASE | 2020-02 | $120,362 | $94,891 | $25,471 |
| ISH TR CORE DIVID GROWTH | 2019-06 | PURCHASE | 2020-02 | $136,164 | $120,419 | $15,745 |
| UNITED PARCEL SVC CL B | 2019-06 | PURCHASE | 2020-02 | $260,866 | $250,691 | $10,175 |
| CVS HEALTH CORP | 2019-04 | PURCHASE | 2020-05 | $295,164 | $250,392 | $44,772 |
| FEDERAL REALTY INVESTMEN | 2020-02 | PURCHASE | 2020-05 | $135,322 | $249,985 | -$114,663 |
| GENERAL MILLS | 2017-09 | PURCHASE | 2020-05 | $250,335 | $209,705 | $40,630 |
| GENERAL MILLS | 2018-10 | PURCHASE | 2020-05 | $81,520 | $55,114 | $26,406 |
| AMGEN INC COM | 2019-06 | PURCHASE | 2020-06 | $323,600 | $249,962 | $73,638 |
| ISHARES EDGE MSCI | 2020-05 | PURCHASE | 2020-08 | $200,090 | $180,114 | $19,976 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC COM | ||
| AT&T | $254,361 | $210,236 |
| AUTOMATIC DATA PROC | $167,625 | $407,374 |
| CHEVRON | $254,737 | $187,141 |
| 6600 SH CISCO SYSTEMS | $209,737 | $295,350 |
| CVS HEALTH GROUP | ||
| EMERSON ELECT CO | $200,240 | $273,660 |
| EXXON MOBIL | $258,611 | $114,262 |
| FRANKLIN RES INC | $249,689 | $228,908 |
| GENERAL MILLS | ||
| GENUINE PARTS CO | $240,319 | $278,693 |
| GLAXOSMITHKLINE PLC | $266,010 | $195,776 |
| INTL BUSINESS MACHINES | $292,530 | $244,711 |
| JOHNSON AND JOHNSON | $171,312 | $272,897 |
| JP MORGAN CHASE & CO | $199,879 | $261,129 |
| KELLOGG CO | $230,488 | $223,406 |
| MICROSOFT | $144,055 | $833,853 |
| PAYCHEX INC | $198,654 | $293,051 |
| PFIZER | $189,926 | $210,185 |
| PINNACLE WEST CAP CORP | $250,083 | $231,056 |
| PUBSVC ENTERPRISE GRP | $242,533 | $314,703 |
| PUBLIC STORAGE | $249,509 | $262,106 |
| ROYAL BANK CANADA | $205,680 | $273,998 |
| TOTAL SE | $240,459 | $159,258 |
| UNILEVER PLC NEW | $200,134 | $210,656 |
| UNITED PARCEL SVC | $198,208 | $366,270 |
| VERIZON COM | $215,022 | $251,450 |
| VIATRIS INC | $10,467 | $13,268 |
| 3M COMPANY | $250,546 | $257,815 |
| ISH TR CORE DIVID GROWTH | ||
| 7730 SH ISHARES EDGE MSCI | $129,424 | $144,584 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $532 | $532 | $532 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADVISORY FEES | $64,657 | $64,657 | $64,657 |
| TRUSTEE FEES | $60,000 | $60,000 | $60,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN DIVIDEND TAX | CategoryTxt |
| Amt | $4,669 | Amt |
| Net Investment Income | $4,669 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,669 | AdjustedNetIncomeAmt |