GEORGE L OHRSTOM JR FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE L OHRSTOM JR FOUNDATION INC (EIN 13-3415874)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-12
- IRS object ID
- 202042259349100219
- Schema version
- 2019v5.1
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-12T15:40:01-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133415874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE L OHRSTROM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2122862600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PKF OCONNOR DAVIES 665 5TH AV | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100225305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID W LAUGHLIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122862600 | PhoneNum |
| Signature | 2020-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS F BLANEY CPA CFE | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2020-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $69,989,774 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $38,320 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,320 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,088,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,180,449 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,805,240 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,113,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,786,788 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,713 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,713 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,938,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,012,270 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $513 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $513 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,535 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $294,046 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $294,046 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,840 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $413 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $413 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,718 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,848 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,194 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $369,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $337,734 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,655 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,489,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,489,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,859,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $337,734 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,539,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$920,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,674,536 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,765,052 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,271,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,271,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $199,094 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $33,606,302 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,401,895 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,401,895 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,364,664 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,805,480 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,805,480 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,894,254 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,511,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,511,399 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $59,829,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,989,774 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,989,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,829,366 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $69,989,774 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,829,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,989,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,829,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,989,774 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,829,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$920,039 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,080,447 | OtherIncreasesAmt |
| Subtotal | $69,989,774 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,989,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $15,113,866 | $13,308,626 | $1,805,240 | $1,805,240 |
| OVERLOOK PARTNERS FUND L.P. | P | -$17,481 | -$17,481 | ||
| OVERLOOK 3G INVESTMENTS | P | -$971 | -$971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,786,788 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,471 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $94,471 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,980 | OverpaymentAmt |
| Applied To ES Tax | $40,980 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEMASCO SENA JAHELKA LLP | IndividualWithBooksNm |
| Phone | 5165416549 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 OLD COUNTRY ROAD SUITE 310E | AddressLine1Txt |
| City | WESTBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11590 | 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 | Yes (1) | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WRIGHT RS OHRSTROM | ||||||||
| C/O PKF OCONNER DAVIES 665 5TH AVE | NEW YORK | NY | 100225305 | VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| DONALD G CALDER | ||||||||
| C/O PKF OCONNER DAVIES 665 5TH AVE | NEW YORK | NY | 100225305 | VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| ALAN S BERLIN | ||||||||
| C/O PKF OCONNER DAVIES 665 5TH AVE | NEW YORK | NY | 100225305 | VICE CHAIRMAN | 5.00 | $0 | $0 | $0 |
| DAVID W LAUGHLIN | ||||||||
| C/O PKF OCONNER DAVIES 665 5TH AVE | NEW YORK | NY | 100225305 | TREASURER | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US TRUST | |||||
| 114 WEST 47TH STREET 4TH FL | NEW YORK | NY | 100361592 | INVESTMENT MGMT & CUSTODIAL | $167,493 |
| INVERNESS COUNSEL LLC | |||||
| 845 THIRD AVENUE | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $120,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $64,081,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,885,724 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,967,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,967,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $989,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,977,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,248,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,248,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,491 | TotalTaxAmt |
| Distributable Before Adj | $3,195,386 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,195,386 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,195,386 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,539,855 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,539,855 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,539,855 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,195,386 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,401,695 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,539,855 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,401,695 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,138,160 | 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 | $1,057,226 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVENTURERS AND SCIENTISTS FOR CONSERVATION | ||||||||
| PO BOX 1834 | BOZEMAN | MT | 59771 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AFRICAN PARKS FOUNDATION OF AMERICA | ||||||||
| 21 WEST 46TH ST | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| AL'S ANGELS | ||||||||
| 342 GREEN FARMS ROAD | WESTPORT | CT | 06880 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| AMERICAN SKIN ASSOCIATION INC | ||||||||
| 335 MADISON AVENUE 22ND FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| AMERICA'S VET DOGS | ||||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| ANTI-DEFAMATION LEAGUE CONNECT | ||||||||
| 1952 WHITNEY AVENUE | HAMDEN | CT | 06517 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | ||||||||
| 162 WEST 56TH STREET SUITE 320 | NEW YORK | NY | 10019 | N/A | PC | IN SUPPORT OF THE HOPE RISING BENEFIT TO BE HELD 10/23/2019 | $25,000 | |
| ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | ||||||||
| RADNOR STATION BUILDING 2 289 KING | RADNOR | PA | 19087 | N/A | PC | IN SUPPORT OF ACCELERATING DRUG DISCOVERY PROGRAM | $25,000 | OF PRUSSIA ROAD SUITE 320 |
| ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION | ||||||||
| RADNOR STATION BUILDING 2 289 KING | RADNOR | PA | 19087 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | OF PRUSSIA ROAD SUITE 320 |
| ATLANTIC SALMON FEDERATION INC | ||||||||
| 81 PROSPECT STREET | NEW YORK | NY | 11201 | N/A | PC | IN SUPPORT OF THE 37TH ANNUAL NY DINNER TO BE HELD 11/13/2019 | $100,000 | |
| ATLAS NETWORK | ||||||||
| 4075 WILSON ROAD SUITE 310 | ARLINGTON | VA | 22203 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BNY MELLON CHARITABLE GIFT FUND | ||||||||
| 201 WASHINGTON STREET MAIL STOP | BOSTON | MA | 02108 | N/A | PC | GENERAL OPERATING SUPPORT | $147,500 | 024-0062 |
| BREAST CANCER EMERGENCY AID FOUNDATION | ||||||||
| 2099 WINGATE BLVD | WELLINGTON | FL | 33414 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| BRIDGER SKI FOUNDATION | ||||||||
| PO BOX 1243 | BOZEMAN | MT | 59771 | N/A | PC | IN SUPPORT OF THE SUNSET HILLS PROJECT | $25,000 | |
| C4 RECOVERY FOUNDATION | ||||||||
| 414 RIDGE STREET | ALGONQUIN | IL | 60102 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CHRIST MEMORIAL CHAPEL | ||||||||
| PO BOX 582 | HOBE SOUND | FL | 33475 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CIA OFFICERS MEMORIAL FOUNDATION | ||||||||
| PO BOX 405 | HERDON | VA | 20172 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CITY HARVEST INC | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| CITYMEALS-ON-WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CLASP HOMES INC | ||||||||
| 246 POST ROAD EAST | WESTPORT | NY | 06880 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMPANY OF THE REDWOOD LIBRARY & ATHENAEUM | ||||||||
| 50 BELLEVUE AVENUE | NEWPORT | RI | 02840 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| EAGLEBROOK SCHOOL | ||||||||
| 271 PINE NOOK ROAD PO BOX 7 | DEERFIELD | MA | 01342 | N/A | PC | IN SUPPORT OF A SCHOLARSHIP STUDENT | $66,200 | |
| EARTH UNIVERSITY FOUNDATION | ||||||||
| 151 ELLIS STREET NE FLOOR 1 SUITE | ATLANTA | GA | 30303 | N/A | PC | IN SUPPORT OF A SCHOLARSHIP STUDENT | $35,000 | 133 |
| EAST HAMPTON FIRE DEPARTMENT | ||||||||
| 1 CEDAR STREET | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| EAST HAMPTON FOOD PANTRY INC | ||||||||
| PO BOX 505 | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EAST HAMPTON HEALTHCARE FOUNDATION | ||||||||
| 200 PANTIGO PLACE | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| EAST HAMPTON HISTORICAL SOCIETY | ||||||||
| 101 MAIN STREET | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FAUQUIER HERITAGE & PRESERVATION FOUNDATION | ||||||||
| PO BOX 594 | MARSHALL | VA | 20116 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | ||||||||
| 6301 SUMMIT BOULEVARD | WEST PALM BEACH | FL | 33415 | N/A | PC | IN SUPPORT OF PINE JOG STUDENT ENDOWMENT FUND | $15,000 | |
| FRIENDS OF THE SHENANDOAH RIVER | ||||||||
| 1460 UNIVERSITY DRIVE | WINCHESTER | VA | 22601 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GRACE EPISCOPAL CHURCH | ||||||||
| PO BOX 32 | THE PLAINS | VA | 20198 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| GREAT MEADOW FOUNDATION | ||||||||
| 5089 OLD TAVERN ROAD | THE PLAINS | VA | 20198 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOBE SOUND COMMUNITY CHEST INC | ||||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOBE SOUND NATURE CENTER | ||||||||
| PO BOX 214 | HOBE SOUND | FL | 33475 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HOLE IN THE WALL GANG FUND INC | ||||||||
| 555 LONG WARF DRIVE | NEW HAVEN | CT | 06511 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HOMES WITH HOPE INC | ||||||||
| 49 RICHMOND VILLE AVENUE SUITE 112 | WESTPORT | CT | 06880 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| INSIGHT FOUNDATION | ||||||||
| 1317 THIRD AVENUE 1ST FLOOR | NEW YORK | NY | 10021 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| INTELLIGENCE SQUARED US FOUNDATION | ||||||||
| 150 EAST 52ND STREET 28TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ISLAND DOLPHIN CARE | ||||||||
| 150 LORE LANE PLACE | KEY LARGO | FL | 33037 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JUPITER ISLAND MEDICAL CLINIC | ||||||||
| 100 ESTRADA SQUARE | HOBE SOUND | FL | 33455 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| KENYON COLLEGE | ||||||||
| 105 CHASE AVENUE | GAMBIER | OH | 43022 | N/A | PC | IN SUPPORT OF NEW LIBRARY | $200,000 | |
| LAND CONSERVATION ASSISTANCE NETWORK | ||||||||
| 74 LUNT ROAD SUITE 300-302 | FALMOUTH | ME | 04105 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LAUGHLIN MEMORIAL FREE LIBRARY | ||||||||
| 99 ELEVENTH STREET | AMBRIDGE | PA | 15143 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| LYFORD CAY CLUB CHARITABLE TRUST | ||||||||
| 6401 LYONS ROAD | COCONUT CREAK | FL | 33073 | N/A | PC | IN SUPPORT OF THE HURRICANE DORIAN RELIEF FUND | $50,000 | |
| LYFORD CAY FOUNDATION INC | ||||||||
| 521 FIFTH AVENUE 10TH FLOOR | NEW YORK | NY | 10175 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MARINE CORPS LAW ENFORCEMENT FOUNDATION INC | ||||||||
| PO BOX 122 | QUANTICO | VA | 22134 | N/A | PC | IN SUPPORT OF THE 2019 SEMPER FIDELIS AWARDS GALA | $10,000 | |
| MARY & ALEXANDER LAUGHLIN CHILDREN'S CENTER | ||||||||
| 424 FREDRICK AVENUE | SEWICKLEY | PA | 15143 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 885 SECOND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $250,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 885 SECOND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | IN SUPPORT OF DR.ANAS YOUNES ON MANTEL CELL LYMPHOMA | $100,000 | |
| MOUNT VERNON LADIES' ASSOCIATION | ||||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | N/A | PC | IN SUPPORT OF THE TEACHERS INSTITUTE | $25,000 | |
| NATIONAL GALLERY OF ART | ||||||||
| 2000B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATIONAL MUSEUM OF FOREST SERVICE HISTORY | ||||||||
| PO BOX 2772 | MISSOULA | MT | 59806 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATIONAL SPORTING LIBRARY & MUSEUM | ||||||||
| PO BOX 1335 102 THE PLAINS ROAD | MIDDLEBURG | VA | 20118 | N/A | PC | IN SUPPORT OF THE GLO JR. LIBRARIAN POSITION | $50,000 | |
| NATIONAL SPORTING LIBRARY & MUSEUM | ||||||||
| PO BOX 1335 102 THE PLAINS ROAD | MIDDLEBURG | VA | 20118 | N/A | PC | IN SUPPORT OF THE GLO JR. CURATOR POSITION | $50,000 | |
| NEAR AND FAR AID ASSOCIATION IINC | ||||||||
| PO BOX 717 | SOUTHPORT | CT | 06890 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| NEW YORK CITY POLICE FOUNDATION | ||||||||
| 555 FIFTH AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | PURCHASE OF ADD IN JOURNAL AND GENERAL OPERATING SUPPORT | $30,000 | |
| NORTH YELLOWSTONE EDUCATION FOUNDATION | ||||||||
| PO BOX 1085 | GARDINER | MT | 59030 | N/A | PC | IN SUPPORT OF THE LOCAL SCHOOL DISTRICT | $50,000 | |
| PIEDMONT ENVIRONMENTAL COUNCIL | ||||||||
| 45 HORNER STREET | WARRENTON | VA | 20186 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| PINK AID INC | ||||||||
| PO BOX 5157 | WESTPORT | CT | 06881 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PROPERTY & ENVIRONMENT RESEARCH CENTER | ||||||||
| 2048 ANALYSIS DRIVE SUITE A | BOZEMAN | MT | 59718 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| REASON FOUNDATION | ||||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ROANOKE COLLEGE | ||||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | N/A | PC | IN SUPPORT OF THE PARENTS FUND | $5,000 | |
| SCAN NEW YORK | ||||||||
| 345 EAST 102 STREET | NEW YORK | NY | 10029 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SMILE TRAIN INC | ||||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| SOUTHAMPTON GARDEN CLUB | ||||||||
| PO BOX 1161 | SOUTHAMPTON | NY | 11969 | N/A | PC | IN SUPPORT OF THE ANN MARTIN CALDER SCHOLARSHIP FUND | $5,000 | |
| ST LUKE'S EPISCOPAL CHURCH | ||||||||
| 18 JAMES LANE | EAST HAMPTON | NY | 11937 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SUFFIELD ACADEMY | ||||||||
| 185 NORTH MAIN STREET | SUFFIELD | CT | 06078 | N/A | PC | IN MEMORY OF WILLIAM (BILLY) REGAN | $25,000 | |
| TANZANIAN CHILDREN'S FUND INC | ||||||||
| 2 GARDEN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TEAK FELLOWSHIP INC | ||||||||
| 16 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE BYERSCHOOL FOUNDATION | ||||||||
| 1911 ARCH STREET | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE CATCH A LIFT FUND | ||||||||
| 2066 YORK ROAD SUITE 250A | TIMONIUM | MD | 21093 | N/A | PC | IN HONOR OF ANDY BERMAN | $10,000 | |
| THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE COMMIT FOUNDATION | ||||||||
| 3169 SUMMER VIEW LANE | BOZEMAN | MT | 59715 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE CONSERVATIVE SYNAGOGUE | ||||||||
| 30 HILLSPOINT ROAD | WESTPORT | CT | 06880 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE FIRST TEE OF METROPOLITAN NEW YORK | ||||||||
| 3545 JEROME AVENUE | BRONX | NY | 10467 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE FOUNDATION FIGHTING BLINDNESS INC | ||||||||
| 80 BROAD STREET SUITE 3301 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE FOUNDATION FIGHTING BLINDNESS INC | ||||||||
| 80 BROAD STREET SUITE 3301 | NEW YORK | NY | 10004 | N/A | PC | IN SUPPORT OF GENE EDITING RESEARCH | $100,000 | |
| THE FUND FOR JOHN HOPKINS MEDICINE | ||||||||
| 550 N BROADWAY SUITE 727 | BALTIMORE | MD | 21205 | N/A | PC | IN SUPPORT OF THE PETER F.S. OHRSTROM FUND FOR BRAIN CANCER RESEARCH | $105,000 | |
| THE GREEN VALE SCHOOL | ||||||||
| 250 VALENTINES LANE | OLD BROOKVILLE | NY | 11545 | N/A | PC | IN SUPPORT OF THE CAPITAL CAMPAIGN | $100,000 | |
| THE LAND TRUST ALLIANCE | ||||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE WILDERNESS SOCIETY | ||||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | N/A | PC | IN SUPPORT OF MONTANA GALLATIN RANGE | $25,000 | |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP | ||||||||
| 529 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20045 | N/A | PC | IN SUPPORT OF THE MOUNTAIN CONSERVATION CAMPAIGN | $10,000 | |
| TISCH MS RESEARCH CENTER OF NEW YORK | ||||||||
| 521 WEST 57TH STREET 4TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| TROUT UNLIMITED | ||||||||
| 4431 WEST BABCOCK STREET | BOZEMAN | MT | 59718 | N/A | PC | IN SUPPORT OF TROUT UNLIMITED VETERANS SERVICE PARTNERSHIP | $100,000 | |
| TUCKERNUCK LAND TRUST INC | ||||||||
| PO BOX 1093 | NANTUCKET | MA | 02554 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| UNIVERSITY OF MIAMI DEPARTMENT OF NEUROLOGY | ||||||||
| 1120 NW 14TH STREET SUITE 1382 | MIAMI | FL | 33136 | N/A | PC | IN SUPPORT OF DR.BAUMEL'S STEM CELL FTD RESEARCH | $17,500 | |
| UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE | ||||||||
| 1120 NW 14TH STREET SUITE 1382 | MIAMI | FL | 33136 | N/A | PC | IN SUPPORT OF DR.BAUMEL'S STEM CELL PROGRAM IN ALZHEIMER'S DISEASE | $250,000 | |
| VANGUARD CHARITABLE ENDOWMENT | ||||||||
| 2670 WARWICK AVENUE | WARWICK | RI | 02889 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WELLNESS FOUNDATION | ||||||||
| PO BOX 1141 | SAG HARBOR | NY | 11963 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||
| PO BOX 9224 | CENTRAL ISLIP | NY | 11722 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| YALE-NEW HAVEN HOSPITAL INC | ||||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | N/A | PC | IN SUPPORT OF THE CINGARI FAMILY BOUTIQUE FUND | $10,000 | |
| YELLOWSTONE FOREVER | ||||||||
| PO BOX 117 | YELLOWSTONE NATIONAL P | WY | 82190 | N/A | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,489,200 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRIDGER SKI FOUNDATION | ||||||||
| PO BOX 1243 | BOZEMAN | MT | 59771 | N/A | PC | IN SUPPORT OF THE SUNSET HILLS PROJECT | $25,000 | |
| EAGLEBROOK SCHOOL | ||||||||
| 271 PINE NOOK ROAD PO BOX 7 | DEERFIELD | MA | 01342 | N/A | PC | IN SUPPORT OF A SCHOLARSHIP STUDENT | $66,200 | |
| EARTH UNIVERSITY FOUNDATION | ||||||||
| 151 ELLIS STREET NE FLOOR 1 SUITE | ATLANTA | GA | 30303 | N/A | PC | IN SUPPORT OF A SCHOLARSHIP STUDENT | $105,000 | 133 |
| FAUQUIER HERITAGE & PRESERVATION FOUNDATION | ||||||||
| PO BOX 594 | MARSHALL | VA | 20116 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | ||||||||
| 6301 SUMMIT BOULEVARD | WEST PALM BEACH | FL | 33415 | N/A | PC | IN SUPPORT OF THE PINE JOG STUDENT ENDOWMENT FUND | $15,000 | |
| FRIENDS OF THE SHENANDOAH RIVER | ||||||||
| 1460 UNIVERSITY DRIVE | WINCHESTER | VA | 22601 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| GREAT MEADOW FOUNDATION | ||||||||
| 5089 OLD TAVERN ROAD | THE PLAINS | VA | 20198 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| KENYON COLLEGE | ||||||||
| 105 CHASE AVENUE | GAMBIER | OH | 43022 | N/A | PC | IN SUPPORT OF NEW LIBRARY | $200,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 885 SECOND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $500,000 | |
| NATIONAL MUSEUM OF FOREST SERVICE HISTORY | ||||||||
| PO BOX 2772 | MISSOULA | MT | 59806 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATIONAL SPORTING LIBRARY & MUSEUM | ||||||||
| PO BOX 1335 102 THE PLAINS ROAD | MIDDLEBURG | VA | 20118 | N/A | PC | IN SUPPORT OF THE GLO JR. LIBRARIAN POSITION | $100,000 | |
| NATIONAL SPORTING LIBRARY & MUSEUM | ||||||||
| PO BOX 1335 102 THE PLAINS ROAD | MIDDLEBURG | VA | 20118 | N/A | PC | IN SUPPORT OF THE GLO JR. CURATOR POSITION | $100,000 | |
| NORTH YELLOWSTONE EDUCATION FOUNDATION | ||||||||
| PO BOX 1085 | GARDINER | MT | 59030 | N/A | PC | IN SUPPORT OF THE LOCAL SCHOOL DISTRICT | $50,000 | |
| THE COMMIT FOUNDATION | ||||||||
| 3169 SUMMER VIEW LANE | BOZEMAN | MT | 59715 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| THE FOUNDATION FOR FIGHTING BLINDNESS INC | ||||||||
| 80 BROAD STREET SUITE 3301 | NEW YORK | NY | 10004 | N/A | PC | IN SUPPORT OF GENE EDITING RESEARCH | $200,000 | |
| THE GREEN VALE SCHOOL | ||||||||
| 250 VALENTINES LANE | OLD BROOKVILLE | NY | 11545 | N/A | PC | IN SUPPORT OF THE CAPITAL CAMPAIGN | $150,000 | |
| UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE | ||||||||
| 1120 NW 14TH STREET SUITE 1382 | MIAMI | FL | 33136 | N/A | PC | IN SUPPORT OF DR.BAUMEL'S STEM CELL PROGRAM IN ALZHEIMER'S DISEASE | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,954,200 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,320 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,088,713 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,805,240 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,713 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,938,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,938,986 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | $25,035 | $0 | $25,035 |
| DEMASCO SENA & JAHELKA LLP | $15,500 | $0 | $15,500 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A)-3(D)2 TO TREAT THE CURRENT YEAR DISTRIBUTION AS MADE OUT OF UNDISTRIBUTED INCOME FOR 2013. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AETNA INC NEW SR UNSECD NT | $508,125 | $508,125 |
| ALLSTATE CORP PFD | $266,500 | $266,500 |
| AMERICAN EXPRESS CO SUB NT | $528,640 | $528,640 |
| AMERICAN EXPRESS CR CORP SR UNSECD MTN | $1,003,680 | $1,003,680 |
| AMERICAN HONDA FIN CORP UNSECD MTN | $501,765 | $501,765 |
| BANK AMER CORP PFD | $270,800 | $270,800 |
| BANK AMER CORP SR UNSECD MTN | $504,580 | $504,580 |
| CITIBANK N A UNSECD SR GBL BK NT | $529,320 | $529,320 |
| CITIGROUP INC SR NT UNSECD | $500,200 | $500,200 |
| CITIGROUP INC SR UNSECD NT | $502,730 | $502,730 |
| CITIGROUP INC SR UNSECD NT DTD | $502,730 | $502,730 |
| COMMONWEALTH EDISON CO SECD 1ST MTG BD | $519,030 | $519,030 |
| EXXON MOBIL CORP UNSECD SR NT | $250,018 | $250,018 |
| GOLDMAN SACHS GROUP INC SR UNSECD NT | $1,004,710 | $1,004,710 |
| GOLDMAN SACHS GROUP INC SR UNSECD NT | $500,650 | $500,650 |
| GOLDMAN SACHS GROUP INC UNSECD SR NT | $501,050 | $501,050 |
| HSBC USA INC NEW SR UNSECD NT | $502,155 | $502,155 |
| HSBC USA INC NEW UNSECD SR NT | $500,255 | $500,255 |
| JP MORGAN CHASE BK NA UNSECD GLOBAL SR BK NT | $1,003,430 | $1,003,430 |
| JPMORGAN CHASE & CO PFD 6.000% SER EE | $281,400 | $281,400 |
| JPMORGAN CHASE & CO SR UNSECD NT | $1,004,550 | $1,004,550 |
| MORGAN STANLEY SR UNSECD NT | $500,165 | $500,165 |
| MORGAN STANLEY UNSECD SR NT | $254,618 | $254,618 |
| PNC BK N A PITTSBURGH PA UNSECD MEDIUM TERM | $250,325 | $250,325 |
| PUBLIC STORAGE PFD REITS | $276,900 | $276,900 |
| RAYTHEON CO SR UNSECD NT | $1,009,620 | $1,009,620 |
| ROPER TECHNOLOGIES INC NEW UNSECD SR GBL NT | $558,195 | $558,195 |
| SCHWAB CHARLES CORP NEW UNSECD | $509,795 | $509,795 |
| VISA INC UNSECD SR GLBL NT | $250,995 | $250,995 |
| WELLS FARGO & CO NEW SR UNSECD | $503,595 | $503,595 |
| WELLS FARGO & CO NEW UNSECD MEDIUM TERM SR NT | $503,045 | $503,045 |
| WELLS FARGO & CO NEW UNSECD MEDIUM TERM SR NT | $501,909 | $501,909 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS COM | $677,508 | $677,508 |
| ACCENTURE PLC CL A COM IRELAND | $51,379 | $51,379 |
| ADIDAS AG SPONSORED ADR GERMANY | $31,066 | $31,066 |
| ADOBE INC COM | $857,506 | $857,506 |
| AIA GROUP LTD SPONSORED ADR HONG KONG | $54,255 | $54,255 |
| ALCON INC COM SWITZERLAND | $31,849 | $31,849 |
| ALPHABET INC CL A COM | $817,028 | $817,028 |
| ALPHABET INC CL C COM | $1,263,484 | $1,263,484 |
| AMADEUS IT GROUP SA ADS UNSPONSORED ADR SPAIN | $31,707 | $31,707 |
| AMAZON COM INC COM | $572,830 | $572,830 |
| AMAZON COM INC COM | $1,201,096 | $1,201,096 |
| AMGEN INC COM | $964,280 | $964,280 |
| AMPHENOL CORP NEW CL A | $508,681 | $508,681 |
| ANTHEM INC COM | $392,639 | $392,639 |
| APPLE INC COM | $734,125 | $734,125 |
| APPLE INC COM | $1,681,146 | $1,681,146 |
| ASML HOLDINGS NV ADR ISIN USN070592100 NETHERLANDS | $47,350 | $47,350 |
| AT&T INC COM | $379,076 | $379,076 |
| ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM | $35,241 | $35,241 |
| BOEING CO COM | $257,350 | $257,350 |
| BOOKING HLDGS INC COM | $616,119 | $616,119 |
| CANADIAN PAC RY LTD COM CANADA | $50,990 | $50,990 |
| CELANESE CORP DEL SER A COM | $467,856 | $467,856 |
| CERNER CORP COM | $308,238 | $308,238 |
| CHEVRON CORP COM | $433,836 | $433,836 |
| CHUBB LTD COM SWITZERLAND | $40,472 | $40,472 |
| CHUBB LTD COM SWITZERLAND | $544,810 | $544,810 |
| CHURCH & DWIGHT INC COM | $886,284 | $886,284 |
| CISCO SYS INC COM | $287,760 | $287,760 |
| CITIGROUP INC NEW COM | $439,395 | $439,395 |
| COMPASS GROUP PLC NEW SPONSORED ADR | $37,757 | $37,757 |
| COSTCO WHSL CORP NEW COM | $617,232 | $617,232 |
| CSL LTD ADR AUSTRALIA | $63,485 | $63,485 |
| DANAHER CORP DEL COM | $491,136 | $491,136 |
| DANAHER CORP DEL COM | $782,748 | $782,748 |
| DARDEN RESTAURANTS INC COM | $490,545 | $490,545 |
| DISNEY WALT CO COM DISNEY | $795,465 | $795,465 |
| DISNEY WALT CO COM DISNEY | $433,890 | $433,890 |
| DSV AS UNSPONSORED ADR DENMARK | $52,940 | $52,940 |
| EOG RES INC COM | $355,980 | $355,980 |
| ESSILORLUXOTTICA ADR FRANCE | $42,225 | $42,225 |
| EXPERIAN PLC ADR COM JERSEY | $58,251 | $58,251 |
| EXXON MOBIL CORP COM | $265,164 | $265,164 |
| FACEBOOK INC CL A COM | $492,600 | $492,600 |
| FACEBOOK INC CL A COM | $429,999 | $429,999 |
| FEDERAL REALTY INVT TR SH BEN INT NEW | $450,555 | $450,555 |
| FORTIVE CORP COM | $572,925 | $572,925 |
| GEBERIT AG UNSPONSORED ADR SWITZERLAND | $27,711 | $27,711 |
| GOLDMAN SACHS GROUP INC COM | $739,225 | $739,225 |
| HDFC BK LTD ADR REPSTG 3 SHS INDIA | $42,078 | $42,078 |
| HERSHEY CO COM | $293,960 | $293,960 |
| HOME DEPOT INC COM | $715,195 | $715,195 |
| HUNT J B TRANS SVCS INC COM | $437,925 | $437,925 |
| ICON PLC COM ISIN IE0005711209 IRELAND | $22,562 | $22,562 |
| INGERSOLL-RAND CO LTD COM IRELAND | $691,184 | $691,184 |
| INTERCONTINENTAL EXCHANGE INC COM | $925,500 | $925,500 |
| J P MORGAN CHASE & CO COM | $543,660 | $543,660 |
| JACOBS ENGR GROUP INC DEL COM | $583,895 | $583,895 |
| JOHNSON & JOHNSON COM | $598,067 | $598,067 |
| JOHNSON & JOHNSON COM | $703,531 | $703,531 |
| LULULEMON ATHLETICA INC COM | $27,569 | $27,569 |
| LVMH MOET HENNESSY LOUIS VUITTON ADR FRANCE | $50,214 | $50,214 |
| LYONDELLBASELL INDUSTRIES NV CL A COM | $283,440 | $283,440 |
| MASTERCARD INC CL A COM | $388,167 | $388,167 |
| MASTERCARD INC CL A COM | $1,509,372 | $1,509,372 |
| METTLER TOLEDO INTERNATIONAL COM | $29,351 | $29,351 |
| MICROSOFT CORP COM | $1,009,280 | $1,009,280 |
| MICROSOFT CORP COM | $1,493,419 | $1,493,419 |
| NESTLE S A SPONSORED ADR SWITZERLAND | $44,256 | $44,256 |
| NVIDIA CORP COM | $517,660 | $517,660 |
| PARKER HANNIFIN CORP COM | $267,566 | $267,566 |
| PEPSICO INC COM | $478,345 | $478,345 |
| PERNOD RICARD S A ADR FRANCE | $31,598 | $31,598 |
| PROGRESSIVE CORP OHIO COM | $637,032 | $637,032 |
| RAYTHEON CO COM NEW | $659,220 | $659,220 |
| RESMED INC COM | $43,857 | $43,857 |
| ROPER TECHNOLOGIES INC COM | $885,575 | $885,575 |
| ROYAL DUTCH SHELL PLC SPONSORED ADR CL B UNITED KINGDOM | $539,730 | $539,730 |
| SALESFORCE COM INC COM | $813,200 | $813,200 |
| SCHWAB CHARLES CORP NEW COM | $442,308 | $442,308 |
| SERVICENOW INC COM | $282,320 | $282,320 |
| SHOPIFY INC COM CANADA | $55,661 | $55,661 |
| SMITH & NEPHEW PLC SPDN ADR NEW UNITED KINGDOM | $29,371 | $29,371 |
| STERIS PLC COM IRELAND | $27,436 | $27,436 |
| TAIWAN SEMICONDUCTOR MFG LTD | $53,568 | $53,568 |
| TELADOC HEALTH INC COM | $701,574 | $701,574 |
| TENCENT HLDGS LTD ADR CAYMAN ISLANDS | $43,047 | $43,047 |
| THERMO FISHER SCIENTIFIC CORP COM | $714,714 | $714,714 |
| TJX COS INC NEW COM | $830,416 | $830,416 |
| TRUIST FINL CORP COM | $729,344 | $729,344 |
| TRUIST FINL CORP COM | $617,999 | $617,999 |
| UNILEVER N V NEW NEW YORK SHSADR NETHERLANDS | $264,316 | $264,316 |
| UNION PAC CORP COM | $325,422 | $325,422 |
| UNITEDHEALTH GROUP INC COM | $529,164 | $529,164 |
| VERIZON COMMUNICATIONS INC COM | $614,000 | $614,000 |
| VERIZON COMMUNICATIONS INC COM | $494,700 | $494,700 |
| WAL-MART DE MEXICO | $26,013 | $26,013 |
| WALMART INC COM | $499,128 | $499,128 |
| XCEL ENERGY INC COM | $361,893 | $361,893 |
| ZOETIS INC CL A COM | $595,575 | $595,575 |
| ZOETIS INC CL A COM | $1,032,329 | $1,032,329 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OVERLOOK PARTNERS FUND 3G INVESTMENTS L.P. | FMV | $1,142,422 | $1,142,422 |
| OVERLOOK PARTNERS FUND L.P. | FMV | $2,209,497 | $2,209,497 |
| VANGUARD SMALL-CAP ETF | FMV | $1,159,480 | $1,159,480 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURTIS MALLET-PREVOST COLT & MOSLE LLP | CategoryTxt |
| Legal Fees | $513 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $513 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES THROUGH K-1S | $0 | $29,324 | $0 |
| FILING FEES | $1,500 | $0 | $1,500 |
| INSURANCE | $7,694 | $0 | $7,694 |
| DEPOSITORY FEES | $524 | $524 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $6,713 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,713 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,713 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN INVESTMENT UNREALIZED GAIN | Desc |
| Amt | $11,080,447 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| U.S. TRUST - INVESTMENT MANAGEMENT AND CUSTODIAN FEES | $167,493 | $167,493 | $0 |
| INVERNESS COUNSEL - INVESTMENT MANAGEMENT | $120,640 | $120,640 | $0 |
| NATIXIS ADVISORS | $5,913 | $5,913 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAXES | $4,600 | $13,840 | $0 |
| FEDERAL EXCISE TAX | $20,000 | $0 | $0 |