VAUGHAN W BROWN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VAUGHAN W BROWN FAMILY FOUNDATION (EIN 47-3361069)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202013099349101401
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T15:32:13-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473361069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vaughan W Brown Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | VAUG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK D BROWN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203095000042 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E580382B6EC9A3FAB9C3255FF56957C9676C3F6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,087,759 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,797 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,797 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,145 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $261,403 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,809 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,751 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $523 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,030 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,030 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,553 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,030 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,751 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,656 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,584 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $830,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $749,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $937,175 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $869,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $900,472 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,087,759 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $869,274 | RetainedEarningBOYAmt |
| Retained Earning EOY | $900,472 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $869,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $900,472 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $869,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $900,472 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $869,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,198 | ExcessRevenueOverExpensesAmt |
| Subtotal | $900,472 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $900,472 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $261,403 | GrossSalesPriceAmt |
| Cost Or Other Basis | $204,594 | CostOrOtherBasisAmt |
| Gain Or Loss | $56,809 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $56,809 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,809 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,094 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,055,586 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05693 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,589 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,032,732 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053827 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,406 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $951,945 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0519 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,518 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $988,361 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068313 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,332 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $991,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046744 | DistributionYr5Rt |
| Total Distribution | 0.277714 | TotalDistributionRt |
| Average Distribution | 0.055543 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,028,111 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,104 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $778 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,882 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,030 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,555 | SubtotalAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,294 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,594 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $39 | OverpaymentAmt |
| Applied To ES Tax | $39 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Natalie Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Paula Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Frank D Brown III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Treas | 1.0 | $0 | $0 | $0 |
| Susannah Kavanaugh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $871,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,043,768 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,043,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,028,111 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,555 | TotalTaxAmt |
| Distributable Before Adj | $49,851 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,851 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,030 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $46,030 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $46,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,851 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $23,154 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,465 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,842 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,871 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,332 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,030 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,821 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,821 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,511 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $34,511 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,333 | ExcessFromYear4Amt |
| Excess From Year3 | $2,465 | ExcessFromYear3Amt |
| Excess From Year2 | $4,842 | ExcessFromYear2Amt |
| Excess From Year1 | $7,871 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 PAWS RESCUE TEAM INC | |||||||
| PO BOX 2908 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $1,000 |
| ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 3355 BERKMAR DR | CHARLOTTESVILLE | VA | 22901 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN PARKINSON DISEASE ASSOCIATION ATLANTA CH | |||||||
| PO BOX 49416 | ATLANTA | GA | 30359 | N/A | PC | General & Unrestricted | $500 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | General & Unrestricted | $1,000 |
| ARTISTS IN MIDDLEBURG | |||||||
| PO BOX 426 | MIDDLEBURG | VA | 20118 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA INTERNATIONAL SCHOOL INC | |||||||
| 2890 N FULTON DR NE | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,500 |
| ATLANTA SPEECH SCHOOL INC | |||||||
| 3160 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $1,000 |
| BIG LIFE FOUNDATION USA | |||||||
| 1715 N HERON DR | RIDGEFIELD | WA | 98642 | N/A | PC | General & Unrestricted | $1,000 |
| BLAINE COUNTY RECREATION DISTRICT | |||||||
| 1050 FOX ACRES RD | HAILEY | ID | 83333 | N/A | GOV | maintenance and improvement FUND FOR Galena Lodge and its trails | $2,000 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $5,000 |
| GEORGIA CONSERVANCY INC | |||||||
| 230 PEACHTREE ST NW STE 1250 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $1,000 |
| GREAT ESCAPE INC | |||||||
| 42132 RIDGE RD | DEER TRAIL | CO | 80105 | N/A | PC | General & Unrestricted | $3,000 |
| HOPES LEGACY EQUINE RESCUE INC | |||||||
| 5145 TAYLOR CREEK RD | AFTON | VA | 22920 | N/A | PC | General & Unrestricted | $1,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $3,000 |
| NEIGH SAVERS FOUNDATION INC | |||||||
| 1547 PALOS VERDES MALL STE 259 | WALNUT CREEK | CA | 94597 | N/A | PC | General & Unrestricted | $500 |
| NORTHWEST PRESBYTERIAN CHURCH | |||||||
| 4300 NORTHSIDE DR | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $2,500 |
| SHEPHERD CENTER INC | |||||||
| 2020 PEACHTREE RD NW | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHEAST LLAMA RESCUE | |||||||
| 678 MILL CREEK RD | LURAY | VA | 22835 | N/A | PC | General & Unrestricted | $1,000 |
| THE BOZEMAN 3 | |||||||
| PO BOX 10722 | BOZEMAN | MT | 59719 | N/A | PC | General & Unrestricted | $500 |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | General & Unrestricted | $1,000 |
| VIRGINIA HISTORICAL SOCIETY | |||||||
| 428 N ARTHUR ASHE BLVD | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $1,000 |
| WILDLIFE CENTER OF VIRGINIA | |||||||
| PO BOX 1557 | WAYNESBORO | VA | 22980 | N/A | PC | General & Unrestricted | $1,500 |
| WINDHORSE EQUINE LEARNING | |||||||
| PO BOX 11954 | BOZEMAN | MT | 59719 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,797 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,751 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,751 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY OVERSEAS FUND | $76,976 | $95,968 |
| HARDING, LOEVNER FUNDS, INC. E | $43,473 | $55,275 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $107,777 | $111,918 |
| ISHARES BARCLAYS MBS BOND FUND | $14,808 | $14,588 |
| ISHARES IBOXX $ INVESTMENT GRA | $28,132 | $30,710 |
| ISHARES MSCI EAFE SMALL CAP IN | $30,775 | $33,008 |
| ISHARES MSCI GRW IDX | $20,251 | $25,941 |
| ISHARES RUSSELL MIDCAP G IN FD | $9,128 | $15,258 |
| ISHARES RUSSELL MIDCAP VALUE | $23,512 | $32,222 |
| ISHARES S&P 500 INDEX FD | $57,591 | $72,729 |
| ISHARES TRUST RUSSELL 1000 GRO | $37,565 | $65,970 |
| ISHARES TRUST RUSSELL 1000 VAL | $100,574 | $136,479 |
| ISHARES TRUST RUSSELL 2000 VAL | $30,270 | $40,503 |
| ISHARES TRUST RUSSELL MIDCAP I | $20,434 | $22,358 |
| MATTHEWS CHINA FD | $50,590 | $53,181 |
| NEWMONT GOLDCORP CORPORATION | $24,017 | $57,571 |
| OBERWEIS INTERNATIONAL OPPORTU | $44,011 | $43,383 |
| PIMCO 1 TO 5 YEAR US TIPS INDE | $30,004 | $30,113 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,005 | $8,005 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $300 |
| 990-PF Excise Tax for 2018 | $223 |