WINSLOW FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WINSLOW FOUNDATION (EIN 22-2778703)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349103151
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T16:29:32-06:00 | 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 | 222778703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Winslow Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WINS | 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 | MORGAN MCMILAN | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-06 | 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 | 06391520203175000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | 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 | $37,848,211 | 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 | $36,757 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,757 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,406 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,588,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,329,281 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,588,827 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $116,394 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $116,394 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,891,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,891,384 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $151,833 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $151,833 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,291 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,291 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $232 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $232 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $170,265 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $157,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,419 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,619 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,837 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $94 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $94 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,901 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,901 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $174 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $174 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $186,644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93,357 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,287 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $571,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $253,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $287,231 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,712,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,712,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,283,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $253,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,999,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$392,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,638,344 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,078,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $471,881 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $471,881 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $47,931 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $990,303 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,976,340 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,977,800 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,659,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,645,058 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,801,297 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,952,930 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,244,354 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,597,233 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,729,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,337,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,848,211 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,729,662 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,337,633 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,729,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,337,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,729,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,337,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,729,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$392,029 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,337,633 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,337,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $15,713,688 | $15,490,725 | $222,963 | $222,963 | |||
| Passthrough K1 Capital Gain/(Loss) | $798,202 | ||||||
| HOLDBACK - INCLINE GLOBAL OFFSHORE LTD | $47,931 | $47,931 | P | 2018-12-15 | 2019-04-09 | ||
| MAVERICK-LTD - MAVERICK FUND LIMITED | $2,439,088 | $2,000,000 | $439,088 | $439,088 | P | 2014-12-31 | 2019-01-01 |
| KING STREET CAPITAL, LTD | $128,574 | $0 | $128,574 | $128,574 | 2014-12-31 | 2019-11-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,588,827 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,784,931 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,602,313 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053119 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,675,762 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,420,994 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04731 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,989,739 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,214,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063744 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,715,158 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,630,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052563 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,496,156 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,878,258 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046933 | DistributionYr5Rt |
| Total Distribution | 0.263669 | TotalDistributionRt |
| Average Distribution | 0.052734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,780,412 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,939,578 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,383 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,955,961 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,999,591 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,383 | SubtotalAmt |
| Tax Based On Investment Income | $16,383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,889 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $46,889 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $30,506 | OverpaymentAmt |
| Applied To ES Tax | $16,400 | AppliedToESTaxAmt |
| Refund | $14,106 | RefundAmt |
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 | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Ellen Marshall | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 25.0 | $57,500 | $2,510 | $0 |
| Morgan McMillan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, EXECUTIVE DIR | 40.0 | $58,333 | $4,000 | $0 |
| Christopher Wirth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Trustee, Treas | 1.0 | $0 | $0 | $0 |
| Kelsey Wirth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Pres | 1.0 | $0 | $0 | $0 |
| Wren W Wirth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 10.0 | $36,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge | |||||
| 230 Congress Street 12th fl | BOSTON | MA | 02110 | Investment MGMT | $100,736 |
| Foundation Source | |||||
| 55 Walls Drive 3rd floor | Fairfield | CT | 06824 | Administrative | $83,346 |
| 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 | $13,903,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,992,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,444,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,340,520 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,340,520 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $560,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,780,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,839,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,839,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,383 | TotalTaxAmt |
| Distributable Before Adj | $1,822,638 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,822,638 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,822,638 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,999,591 | 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 | $1,999,591 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,383 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,983,208 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,822,638 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $81,113 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $448,170 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $157,339 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $686,622 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,999,591 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,822,638 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $176,953 | RemainingDistriFromCorpusAmt |
| Total Corpus | $863,575 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $863,575 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,113 | ExcessFromYear4Amt |
| Excess From Year3 | $448,170 | ExcessFromYear3Amt |
| Excess From Year1 | $157,339 | ExcessFromYear1Amt |
| Excess From Current Year | $176,953 | ExcessFromCurrentYearAmt |
| 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 (40 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ROYAL ROADS UNIVERSITY | |||||||||||
| VICTORIA BC V9B 5Y2 | VICTORIA | BRITISH COLUMBIA | CA | N/A | PC | to fund the creation of an international network of expertise run by American friends of Royal Roads University | $100,000 | ||||
| APPALACHIAN VOICES | |||||||||||
| N/A | PC | General & Unrestricted | $50,000 | 589 W KING ST | BOONE | NC | 28607 | ||||
| BETTER FUTURE PROJECT INC | |||||||||||
| N/A | PC | National Campus Fossil Fuel Divestment Movement Program | $60,000 | 30 BOW ST | CAMBRIDGE | MA | 02138 | ||||
| BETTER FUTURE PROJECT INC | |||||||||||
| N/A | PC | Harvard Divestment Initiative | $15,000 | 30 BOW ST | CAMBRIDGE | MA | 02138 | ||||
| CATSKILL MOUNTAINKEEPER INC | |||||||||||
| N/A | PC | General & Unrestricted | $5,000 | PO BOX 1000 | LIVINGSTON MANOR | NY | 12758 | ||||
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||||||
| N/A | PC | End Species Action Protection Fund | $1,500 | PO BOX 710 | TUCSON | AZ | 85702 | ||||
| COLORADO CHAUTAUQUA ASSOCIATION | |||||||||||
| N/A | PC | Chautauqua Park garden maintenance | $1,000 | 900 BASELINE RD | BOULDER | CO | 80302 | ||||
| COLORADO CHAUTAUQUA ASSOCIATION | |||||||||||
| N/A | PC | restoration of and education about the Waterwise Garden | $35,000 | 900 BASELINE RD | BOULDER | CO | 80302 | ||||
| COLORADO PLATEAU FOUNDATION | |||||||||||
| N/A | PC | General & Unrestricted | $10,000 | 113 E BIRCH AVE | FLAGSTAFF | AZ | 86001 | ||||
| CRESTED BUTTE LAND TRUST | |||||||||||
| N/A | PC | General & Unrestricted | $1,000 | PO BOX 2224 | CRESTED BUTTE | CO | 81224 | ||||
| ECOFLIGHT | |||||||||||
| N/A | PC | General & Unrestricted | $1,000 | 307 ASPEN AIRPORT BUS CENTER STE | ASPEN | CO | 81611 | ||||
| EL PUENTE DE WILLIAMSBURG INC | |||||||||||
| N/A | PC | General & Unrestricted | $5,000 | 211 S 4TH ST | BROOKLYN | NY | 11211 | ||||
| EL PUENTE DE WILLIAMSBURG INC | |||||||||||
| N/A | PC | Latino Climate Action Network | $20,000 | 211 S 4TH ST | BROOKLYN | NY | 11211 | ||||
| FRIENDS OF UNFPA INC | |||||||||||
| N/A | PC | UNFPA Supplies | $50,000 | 605 3RD AVE 4TH FL | NEW YORK | NY | 10158 | ||||
| GOVERNMENT ACCOUNTABILITY PROJECT INC | |||||||||||
| N/A | PC | Environment, Energy & Climate Change program | $50,000 | 1612 K ST NW | WASHINGTON | DC | 20006 | ||||
| GRAND CANYON TRUST INC | |||||||||||
| N/A | PC | Collaborative Solutions for the Colorado Plateau project | $15,000 | 2601 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | ||||
| HIGH COUNTRY CONSERVATION ADVOCATES | |||||||||||
| N/A | PC | General & Unrestricted | $1,000 | PO BOX 1066 | CRESTED BUTTE | CO | 81224 | ||||
| HIGH COUNTRY NEWS | |||||||||||
| N/A | PC | General & Unrestricted | $1,000 | PO BOX 1090 | PAONIA | CO | 81428 | ||||
| HOME ENERGY EFFICIENCY TEAM INC | |||||||||||
| N/A | PC | Energy Shift Feasibility Study | $50,000 | 21 ACORN ST | CAMBRIDGE | MA | 02139 | ||||
| INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALY | |||||||||||
| N/A | PC | General & Unrestricted | $30,000 | 14900 DETROIT AVE STE 206 | LAKEWOOD | OH | 44107 | ||||
| ISLAND PRESS | |||||||||||
| N/A | PC | E.O. Wilson Project | $1,000 | 700 12TH ST NW STE 700 PMB 95497 | WASHINGTON | DC | 20005 | ||||
| ISLAND PRESS | |||||||||||
| N/A | PC | Planetary Health Publication | $30,000 | 700 12TH ST NW STE 700 PMB 95497 | WASHINGTON | DC | 20005 | ||||
| ISLES INC | |||||||||||
| N/A | PC | General & Unrestricted | $5,000 | 10 WOOD ST | TRENTON | NJ | 08618 | ||||
| KENTUCKY COALITION INC | |||||||||||
| N/A | PC | New Energy and Transition (NET) programs | $30,000 | PO BOX 1450 | LONDON | KY | 40743 | ||||
| MARCH ON MARYLAND INC | |||||||||||
| N/A | PC | Future Coalition | $100,000 | 215 WATTS BRANCH PKWY | ROCKVILLE | MD | 20850 | ||||
| MARINE CONSERVATION BIOLOGY INSTITUTE | |||||||||||
| N/A | PC | General & Unrestricted | $100,000 | 4010 STONE WAY N 210 | SEATTLE | WA | 98103 | ||||
| MOTHERS OUT FRONT INC | |||||||||||
| N/A | PC | General & Unrestricted | $410,000 | PO BOX 55071 23689 | BOSTON | MA | 02205 | ||||
| NATIONAL PUBLIC RADIO INC | |||||||||||
| N/A | PC | General & Unrestricted | $500 | PO BOX 791490 | BALTIMORE | MD | 21279 | ||||
| NONPROFIT LEGAL SERVICES OF UTAH INC | |||||||||||
| N/A | PC | Rural Utah Project | $5,000 | 623 E 2100 S | SALT LAKE CTY | UT | 84106 | ||||
| OHIO CITIZEN ACTION EDUCATION FUND | |||||||||||
| N/A | PC | General & Unrestricted | $45,000 | 614 W SUPERIOR AVE STE 1200 | CLEVELAND | OH | 44113 | ||||
| PEOPLE AND POLLINATORS ACTION NETWORK | |||||||||||
| N/A | PC | General & Unrestricted | $2,000 | PO BOX 355 | NIWOT | CO | 80544 | ||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||||
| N/A | PC | Effects of elevated atmospheric CO2 on pollen nutrition and bee health Project | $31,360 | 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | ||||
| ROCKEFELLER FAMILY FUND INC | |||||||||||
| N/A | PC | Funder Collaborative on Oil and Gas | $70,000 | 475 RIVERSIDE DR STE 900 | NEW YORK | NY | 10115 | ||||
| STANFORD UNIVERSITY | |||||||||||
| N/A | PC | Center for Conservation Biology | $100,000 | PO BOX 20466 | STANFORD | CA | 94309 | ||||
| SUNRISE MOVEMENT EDUCATION FUND | |||||||||||
| N/A | PC | General & Unrestricted | $50,000 | 50 F ST NW STE 700 | WASHINGTON | DC | 20001 | ||||
| SUSTAINABLE MARKETS FOUNDATION | |||||||||||
| N/A | PC | Eco-Accountability Project | $100,000 | 45 W 36TH ST 6TH FL | NEW YORK | NY | 10018 | ||||
| VIRGINIA ORGANIZING INC | |||||||||||
| N/A | PC | General & Unrestricted | $50,000 | 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | ||||
| VIRGINIA ORGANIZING INC | |||||||||||
| N/A | PC | Environmental Health News | $1,000 | 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | ||||
| VIRGINIA ORGANIZING INC | |||||||||||
| N/A | PC | Science Communication Network | $40,000 | 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | ||||
| WILDEARTH GUARDIANS | |||||||||||
| N/A | PC | Keep It in the Ground campaign | $40,000 | 301 N GUADALUPE ST STE 201 | SANTA FE | NM | 87501 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,712,360 | 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 | $36,757 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,406 | 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 | $1,588,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $116,177 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $217 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,891,384 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,891,384 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ellen Marshall | PersonNm |
| Short Explanation | * Resigned from foundation in 2019 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $387,083 | $525,058 |
| ALIGN TECHNOLOGY, INC | $166,571 | $180,539 |
| ALPHABET INC CL A | $300,841 | $498,253 |
| AMAZON COM | $208,070 | $364,024 |
| AMERICAN TOWER REIT INC | $290,789 | $545,593 |
| APPLE INC | $251,161 | $375,872 |
| AUTOMATIC DATA PROCESSING INC | $237,555 | $275,358 |
| BECTON DICKINSON & CO | $269,491 | $315,485 |
| BOOKING HOLDINGS INC | $71,338 | $108,848 |
| BROADRIDGE FINANCIAL | $102,030 | $111,186 |
| CANADIAN NATL RAILWAY CO | $171,999 | $194,015 |
| CME GROUP, INC | $120,676 | $217,580 |
| DANAHER CORP | $203,907 | $306,193 |
| ECOLAB INC | $76,501 | $151,304 |
| EQUINIX, INC | $137,814 | $274,923 |
| ESTEE LAUDER COMPANIES INC | $125,272 | $175,972 |
| FACEBOOK INC | $156,394 | $226,596 |
| FISERV INC | $197,063 | $278,668 |
| HDFC BANK LTD ADR | $137,947 | $196,447 |
| HOME DEPOT INC | $205,167 | $210,737 |
| IDEXX CORP | $151,893 | $203,681 |
| IHS MARKIT LTD | $83,186 | $190,636 |
| ILLUMINA INC COM | $102,300 | $218,617 |
| INTUIT | $348,667 | $387,656 |
| INTUITIVE SURGICAL | $79,766 | $221,681 |
| MASTERCARD INC | $213,412 | $325,463 |
| MICROSOFT CORP | $293,966 | $411,597 |
| NETFLIX INC | $53,067 | $128,457 |
| NIKE INC-CL B | $334,905 | $523,064 |
| NOVOZYMES A/S UNSP/ADR | $181,652 | $179,133 |
| NVIDIA CORP | $120,377 | $220,476 |
| NXP SEMICONDUCTORS | $182,772 | $277,427 |
| PAYCOM SOFTWARE | $137,000 | $292,560 |
| PAYPAL HOLDINGS, INC | $255,359 | $405,205 |
| ROPER INDUSTRIES | $212,423 | $258,588 |
| S&P GLOBAL INC COM | $74,903 | $222,263 |
| SALESFORCE.COM | $217,958 | $260,224 |
| STARBUCKS CORP COM | $164,042 | $209,250 |
| STRYKER CORPORATION | $210,703 | $261,375 |
| THE TRADE DESK INC | $72,780 | $100,015 |
| THERMO FISHER SCIENTIFIC INC | $202,403 | $277,764 |
| TJX COMPANIES INC | $206,162 | $264,390 |
| UNILEVER PLC AMER | $199,119 | $210,957 |
| VISA INC | $265,041 | $638,107 |
| WALT DISNEY HOLDINGS CO | $211,460 | $269,012 |
| WEX, INC | $252,073 | $311,048 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,976,340 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,977,800 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COATUE OFFSHORE FUND LTD | $1,250,000 | $1,850,600 |
| CONVERGENT DENTAL INC | $200,001 | $200,003 |
| FARALLON CAPITAL F5 INVESTORS | $3,024,031 | $4,204,501 |
| GENERATION IM GLOBAL EQUITY FU | $7,708,882 | $10,523,927 |
| KING STREET CAPITAL, LTD | $139,150 | |
| LOEB ARBITRAGE FUND | $38,708 | $52,485 |
| MAVERICK HOLDINGS C, LTD | $432,730 | $432,542 |
| PORTOLAN EQUITY OFFSHORE FUND, | $390,000 | $2,266,835 |
| ROCKSPRING | $1,000,000 | $1,727,188 |
| TAIGA BIOTECHNOLOGIES, INC | $200,002 | $200,002 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $232 | LegalFeesAmt |
| Disbursements Charitable Prps | $232 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $83,346 | $83,346 | |
| Bank Charges | $9,144 | $9,144 | |
| Cell Phone Expense | $221 | $221 | |
| Indemnification Insurance | $4,103 | $4,103 | |
| PROPERTY INSURANCE | $325 | $325 | |
| K-1 Exp FARALLON CAPITAL F5 IN | $348 | $348 | |
| K-1 Exp GENERATION IM GLOBAL E | $81,951 | $81,951 | |
| K-1 Exp LOEB ARBITRAGE FUND | $1,729 | $1,729 | |
| OFFICE SUPPLIES | $538 | $538 | |
| Postage/Delivery Service | $428 | $243 | $185 |
| State or Local Filing Fees | $38 | $38 | |
| Storage Fee | $705 | $705 | |
| Website Hosting/Support | $56 | $56 | |
| PROPERTY MAINTENANCE | $3,423 | $3,423 | |
| JOB POSTING | $60 | $60 | |
| SOFTWARE MEMBERSHIP | $229 | $229 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss GENERATION IM GLOBAL EQUITY FUND LLC | $115,372 | $115,372 |
| K-1 Inc/Loss LOEB ARBITRAGE FUND | $805 | $805 |
| Class Action Lawsuit Proceeds | $217 | $217 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $1,716 | $1,716 | |
| EMPLOYEE RECRUITING | $10,703 | $10,703 | |
| Investment Management Services | $157,846 | $157,846 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $17,700 | |
| 990-PF Extension for 2018 | $13,082 | |
| Foreign Tax Paid | $1,837 | $1,837 |