KUEHLTHAU FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KUEHLTHAU FAMILY FOUNDATION (EIN 86-1154952)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-04
- IRS object ID
- 202143089349101314
- 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
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T15:41:41-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630857231 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL FOGG & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2420 L N DR SW STE A | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861154952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KUEHLTHAU FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KUEH | BusinessNameControlTxt |
| Phone | 2566035098 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 819 BAYLOR DRIVE SE | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L KUEHLTHAU | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2566035098 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | KUEHLTHAU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE H HILL CPA | PreparerPersonNm |
| PTIN | P00746537 | PTIN |
| Phone | 2565394413 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
| 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 | $1,649,350 | 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 |
| Dividends Rev And Expnss | $10,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $365,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,134,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $365,385 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,447 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,447 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $378,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $378,449 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $895 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,530 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,530 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $483 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $236,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $361,541 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,198 | CashBOYAmt |
| Cash EOY | $354,752 | CashEOYAmt |
| Cash EOYFMV | $354,752 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,213,269 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,127,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,294,598 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,245,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,482,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,649,350 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,245,467 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,482,008 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,245,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,482,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,245,467 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,482,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,245,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $236,541 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,482,008 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,482,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BNY MELLON | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-07-01 | AcquiredDt |
| Sold | 2021-06-30 | SoldDt |
| Gross Sales Price | $2,134,240 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,768,855 | CostOrOtherBasisAmt |
| Gain Or Loss | $365,385 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $365,385 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $365,385 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $365,385 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,025 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,025 | SubtotalAmt |
| Tax Based On Investment Income | $5,025 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $796 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $796 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,229 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT L KUEHLTHAU | IndividualWithBooksNm |
| Phone | 2566035098 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 819 BAYLOR DR SE | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35802 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L KUEHLTHAU | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 819 BAYLOR DR SE | AddressLine1Txt |
| City | HUNTSVILLE | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MONEY GIVEN TO LAND TRUST OF NORTH ALABAMA | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
| Description2 | MONEY GIVEN TO OLYMPIA ZEN CENTER | Description2Txt |
| Expenses2 | $14,000 | Expenses2Amt |
| Description3 | MONEY GIVEN TO RAICES | Description3Txt |
| Expenses3 | $10,000 | Expenses3Amt |
| Description4 | MONEY GIVEN TO CENTRAL NEW YORK LAND TRUST | Description4Txt |
| Expenses4 | $10,000 | Expenses4Amt |
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 | $1,547,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,741,217 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,741,217 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,715,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,025 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,025 | TotalTaxAmt |
| Distributable Before Adj | $80,730 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $80,730 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $80,730 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $125,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,730 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,993 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,052 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,222 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,574 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $232,458 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $80,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,270 | RemainingDistriFromCorpusAmt |
| Total Corpus | $276,728 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,993 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $256,735 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,052 | ExcessFromYear4Amt |
| Excess From Year3 | $32,617 | ExcessFromYear3Amt |
| Excess From Year2 | $66,222 | ExcessFromYear2Amt |
| Excess From Year1 | $40,574 | ExcessFromYear1Amt |
| Excess From Current Year | $44,270 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT L KUEHLTHAU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS | |||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $4,000 |
| AMNESTY INTERNATIONAL USA | |||||||
| 311 W 43RD ST 7TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $6,000 |
| CENTRAL NEW YORK LAND TRUST INC | |||||||
| 7 FENNELL ST 2ND FLOOR | SKANEATELES | NY | 13152 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $10,000 |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $2,000 |
| EVERSON MUSEUM OF ART | |||||||
| 401 HARRISON STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $4,000 |
| GIRLS ROCK PHILLY | |||||||
| 1428 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19122 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $4,000 |
| JOHN BARTRAM ASSOCIATION | |||||||
| 5400 LINDBERGH BLVD | PHILADELPHIA | PA | 19143 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $4,000 |
| LAND TRUST OF NORTH ALABAMA | |||||||
| 2707 ARTIE STREET SUITE | HUNTSVILLE | AL | 35805 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $25,000 |
| NATIONAL PARKS FOUNDATION | |||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $4,000 |
| OLYMPIA ZEN CENTER | |||||||
| 3248 39TH WAY NE | OLYMPIA | WA | 98506 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $14,000 |
| OREGON SHAKESPEARE FESTIVAL | |||||||
| 15 S PIONEER STREET | ASHLAND | OR | 97520 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $4,000 |
| PATH | |||||||
| PO BOX 19210 | SEATTLE | WA | 98109 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $4,000 |
| RAICES | |||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $10,000 |
| SCHOLA CANTORUM OF SYRACUSE | |||||||
| PO BOX 35189 | SYRACUSE | NY | 13235 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $1,000 |
| SECOND HARVEST FOODBANK OF SOUTHERN | |||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $5,000 |
| SYMPHORIA | |||||||
| 234 HARRISON STREET | SYRACUSE | NY | 13202 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $4,000 |
| THE NATURE CONSERVANCY IN OREGON | |||||||
| 821 SE 14TH AVENUE | PORTLAND | OR | 97214 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $4,000 |
| TOSTAN | |||||||
| 655 NEW YORK AVE NW 6TH | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $4,000 |
| URBAN TREE CONNECTION | |||||||
| 1445 N 52ND STREET | PHILADELPHIA | PA | 19131 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $6,000 |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 705 SECOND AVENUE SUITE | SEATTLE | WA | 98104 | N/A | PUBLIC CHARI | FOR ASSISTANCE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,617 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $365,385 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $378,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,449 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $895 | Amt |
| Net Investment Income | $895 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MELLON FINANCIAL STOCKS | StockNm |
| EOY Book Value | $1,127,256 | EOYBookValueAmt |
| EOYFMV | $1,294,598 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,447 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,447 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $15,530 | Amt |
| Net Investment Income | $15,530 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $483 | Amt |
| Net Investment Income | $483 | NetInvestmentIncomeAmt |