KINGSLEY FOUNDATION 009009-009: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KINGSLEY FOUNDATION 009009-009 (EIN 06-6037966)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-17
- IRS object ID
- 202142609349100304
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-17T13:18:56-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066037966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINGSLEY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILMINGTON TRUST CO 009009-009 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 3026518571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET ST DE3 - C070 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900900 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE HINTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3026511772 | PhoneNum |
| Signature | 2021-09-17 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETE | PersonFirstNm |
| Person Last | HINTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,198,987 | 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 | $194,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $255,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,536,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $255,768 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,555 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $459,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $450,131 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,382 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,382 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $396 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $198 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $198 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $131 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $65 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,033 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,942 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $473,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $473,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $477,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $473,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $445,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,934 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $181,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $181,304 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,934,099 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,160,834 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,282,968 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $3,612,015 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,245,071 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,734,715 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,606,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,587,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,198,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,606,048 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,587,209 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,606,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,587,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,606,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,587,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,606,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,587,792 | SubtotalAmt |
| Other Decreases | $583 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,587,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 199000.000 US TREASURY NOTES | P | 2017-04-17 | 2020-02-10 | $198,440 | $198,185 | $255 | $255 |
| 200000.000 US TREASURY NOTES | P | 2017-10-03 | 2020-02-10 | $198,999 | $197,823 | $1,176 | $1,176 |
| 203000.000 US TREASURY NOTES | P | 2016-07-01 | 2020-06-30 | $203,000 | $203,000 | $0 | $0 |
| 178000.000 US TREASURY NOTES | P | 2016-10-06 | 2020-09-30 | $178,000 | $178,000 | $0 | $0 |
| 203000.000 US TREASURY NOTES | P | 2017-01-19 | 2020-11-09 | $203,459 | $202,655 | $804 | $804 |
| 200000.000 US TREASURY NOTES | P | 2018-04-03 | 2020-11-12 | $204,726 | $198,250 | $6,476 | $6,476 |
| 3794.4490 VANGUARD TOTAL ST MKT | P | 2010-02-16 | 2020-12-03 | $350,000 | $102,943 | $247,057 | $247,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $255,768 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,192 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,192 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,408 | OverpaymentAmt |
| Applied To ES Tax | $2,408 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | NO WEB SITE | WebsiteAddressTxt |
| Individual With Books | WILM TRUST CO - ALISON PATNI | IndividualWithBooksNm |
| Phone | 3026518571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900900 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| WILMINGTON TRUST COMPANY | ||||||||
| 1100 NORTH MARKET STREET | WILMINGTON | DE | 19890 | TRUSTEE | 1.00 | $2,382 | $0 | $0 |
| ORA K SMITH | ||||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1.00 | $0 | $0 | $0 |
| ROGER K SMITH | ||||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1.00 | $0 | $0 | $0 |
| MARGARET J SMITH | ||||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1.00 | $0 | $0 | $0 |
| CATHERINE S CUTHELL | ||||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH S REED | ||||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,009,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,165,187 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,165,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,012,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $500,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $500,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,192 | TotalTaxAmt |
| Distributable Before Adj | $494,443 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $494,443 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $494,443 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $473,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $473,263 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $473,263 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $494,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $428,597 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $473,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $428,597 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,666 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $449,777 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ORA K SMITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 564 PARK AVENUE PRESERVATION FOUNDATION | ||||||
| 564 PARK AVENUE | NEW YORK | NY | 10065 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $20,000 |
| ADIRONDACK ARCHITECTURAL HERITAGE | ||||||
| 1745 MAIN STREET | KEESEVILLE | NY | 12944 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $15,000 |
| ADIRONDACK FOUNDATION INVASIVE SPECIES PREV FUND | ||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| ADIRONDACK FOUNDATION INVASIVE SPECIES PREV FUND | ||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| ADIRONDACK FOUNDATION INVASIVE SPECIES PREV FUND | ||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $12,000 |
| ADIRONDACK FOUNDATION INVASIVE SPECIES PREV FUND | ||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $4,000 |
| ADIRONDACK FOUNDATION INVASIVE SPECIES PREV FUND | ||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $8,000 |
| ADIRONDACK HISTORICAL ASSOCIATION | ||||||
| PO BOX 99 | BLUE MOUNTAIN LAKE | NY | 12812 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $15,000 |
| ADIRONDACK LAND TRUST | ||||||
| PO BOX 130 | KEENE | NY | 12942 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| ADIRONDACK LAND TRUST | ||||||
| PO BOX 130 | KEENE | NY | 12942 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $3,000 |
| ADIRONDACK LAND TRUST | ||||||
| PO BOX 130 | KEENE | NY | 12942 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $3,000 |
| ADIRONDACK MEDICAL CENTER FDN | ||||||
| PO BOX 120 | SARANAC LAKE | NY | 12983 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $4,000 |
| ADIRONDACK MEDICAL CENTER FDN | ||||||
| PO BOX 120 | SARANAC LAKE | NY | 12983 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $10,000 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $15,000 |
| AMERICAN NATIONAL RED CROSS | ||||||
| PO BOX 130 | BOONE | IA | 500370839 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| BALLET THEATRE FOUNDATION INC | ||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| BRING CHANGE TO MIND | ||||||
| 155 SANSOME ST SUITE 530 | SAN FRANCISCO | CA | 94104 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| CARL SCHURZ PARK CONSERVANCY INC | ||||||
| 1483 YORK AVE 20523 | NEW YORK | NY | 100758819 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $25,000 |
| CENTRAL PARK CONSERVANCY INC | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $25,000 |
| CHAPIN SCHOOL | ||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| COLUMBIA UNIVERSITY IN THE CITY | ||||||
| 109 LOW MEMORIAL LIBRARY MC4306 | NEW YORK | NY | 10025 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| FOOTE SCHOOL ASSOCIATION INC | ||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $2,000 |
| HOTCHKISS SCHOOL | ||||||
| 11 INTERLAKEN RD | LAKEVILLE | CT | 06039 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $46,000 |
| JOYCE THEATRE FOUNDATION INC | ||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $10,000 |
| LAKE PLACID ASS'N FOR MUSIC | ||||||
| 17 ALGONQUIN DRIVE | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $6,000 |
| LAKE PLACID ASS'N FOR MUSIC | ||||||
| 17 ALGONQUIN DRIVE | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| LAKE PLACID CONSERVANCY | ||||||
| PO BOX 1250 | LAKE PLACID | NY | 129465250 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $6,000 |
| LAKE PLACID CONSERVANCY | ||||||
| PO BOX 988 | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $4,000 |
| LAKE PLACID FORUM FOR THE ARTS AND HUMANITIES INC | ||||||
| LP INSTITUTE | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $1,000 |
| LAKE PLACID LAND CONSERVANCY | ||||||
| PO BOX 1250 | LAKE PLACID | NY | 129465250 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $2,000 |
| LAKE PLACID NORTH ELBA HISTORICAL | ||||||
| PO BOX 189 | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| LAKE PLACID NORTH ELBA HISTORICAL | ||||||
| PO BOX 189 | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $1,000 |
| LAKE PLACID VOLUNTEER AMBULANCE | ||||||
| PO BOX 107 | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $3,000 |
| MERCY CARE FOR THE ADIRONDACKS | ||||||
| 185 OLD MILITARY ROAD | LAKE PLACID | NY | 12946 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $3,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVE | NEW YORK | NY | 100280198 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $15,000 |
| METROPOLITAN OPERA ASSOCIATION INC | ||||||
| C/O METROPOLITAN OPERA | NEW YORK | NY | 10023 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $50,000 |
| MUSEUM OF MODERN ART | ||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $25,000 |
| NAT HIST MUSEUM ADIRONDACKS | ||||||
| 45 MUSEUM DRIVE | TUPPER LAKE | NY | 129869991 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $10,000 |
| NATIONAL PUBLIC RADIO INC | ||||||
| PO BOX 791490 | BALTIMORE | MD | 212791490 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $15,000 |
| NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| NEW YORK HISTORICAL SOCIETY | ||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $15,000 |
| NEW YORK PUBLIC RADIO | ||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $4,000 |
| PAUL SMITHS COLLEGE OF ARTS AND SCIENCE | ||||||
| VISITORS INTERPRETIVE CENTER FUND | PAUL SMITHS | NY | 12970 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $3,000 |
| SAN FRANCISCO BALLET ASSOCIATION | ||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 941024509 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $10,000 |
| SAN FRANCISCO OPERA ASSOCIATION | ||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 941024509 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| ST LAWRENCE UNIVERSITY | ||||||
| ST LAWRENCE UNIVERSITY | CANTON | NY | 13617 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $3,000 |
| UNIVERSITY SYSTEM OF NEW HAMPSHIRE KEENE STATE COLLEGE ADVANCEMENT SERVICES | ||||||
| 229 MAIN STREET | KEENE | NH | 034352701 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| YALE UNIVERSITY | ||||||
| P O BOX 208241 | NEW HAVEN | CT | 065030803 | TAX EXEMPT | GENERAL AND/OR EDUCATIONAL PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $473,000 | 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 | $194,363 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $255,768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $459,686 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $459,686 | 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 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,160,834 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,282,968 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US ETF | AT COST | $761,647 | $1,105,513 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | AT COST | $1,483,424 | $6,629,202 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $396 | LegalFeesAmt |
| Net Investment Income | $198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $198 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND ADJUSTMENT | Desc |
| Amt | $583 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $9,555 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,555 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION FEES | CategoryTxt |
| Amt | $131 | Amt |
| Net Investment Income | $66 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $65 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,033 | Amt |
| Net Investment Income | $2,033 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |