FOWLER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FOWLER FAMILY CHARITABLE FOUNDATION INC (EIN 36-4516382)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-14
- IRS object ID
- 202021359349100442
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-14T15:49:00-05:00 | 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 | 364516382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fowler Family Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FOWL | 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 | RICHARD C FOWLER JR | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-03-28 | 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 | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201355000118 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 63476347D9E071966F9E2565D7EF6A27653B0A32 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | 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 | $1,139,478 | 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 | $88,398 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $67 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,425 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,802 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,066 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,764 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,110 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $774,823 | CorporateStockBOYAmt |
| Corporate Stock EOY | $822,116 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,094,368 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $782,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $867,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,139,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $782,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | $867,226 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $782,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $867,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $782,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $867,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $782,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,362 | ExcessRevenueOverExpensesAmt |
| Subtotal | $867,226 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $867,226 | 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 | $204,311 | GrossSalesPriceAmt |
| Cost Or Other Basis | $52,886 | CostOrOtherBasisAmt |
| Gain Or Loss | $151,425 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $151,425 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,425 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,009 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $866,110 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081986 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $771,381 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,275 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $628,040 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $575,032 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048302 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $53,275 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $527,294 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101035 | DistributionYr5Rt |
| Total Distribution | 0.389485 | TotalDistributionRt |
| Average Distribution | 0.077897 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $968,606 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,452 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,698 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,150 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,395 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,395 | SubtotalAmt |
| Tax Based On Investment Income | $3,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,595 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Brian Scott Fowler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jason Brooks Fowler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Patricia H Fowler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Richard C Fowler Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Richard Charles Fowler III | ||||||||
| 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 | $962,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $983,356 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $983,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $968,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,395 | TotalTaxAmt |
| Distributable Before Adj | $45,035 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,035 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,035 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,775 | 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 | $56,775 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $56,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,035 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $27,734 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $22,026 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,903 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,235 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,775 | QualifyingDistributionsAmt |
| Applied To Current Year | $45,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,740 | RemainingDistriFromCorpusAmt |
| Total Corpus | $111,638 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,734 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,904 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,026 | ExcessFromYear3Amt |
| Excess From Year2 | $20,903 | ExcessFromYear2Amt |
| Excess From Year1 | $29,235 | ExcessFromYear1Amt |
| Excess From Current Year | $11,740 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Patricia H Fowler | ContributingManagerNm |
| Contributing Manager | Richard C Fowler Jr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARLINGTON RESCUE SQUAD INC | |||||||
| PO BOX 295 | ARLINGTON | VT | 05250 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC | |||||||
| PO BOX 23019 | HILTON HEAD ISLAND | SC | 29925 | N/A | PC | Operation Colleton River Project | $250 |
| DORSET THEATRE FESTIVAL | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | Capital Campaign & Main House Repair Project | $25,000 |
| NEW YORK UNIVERSITY Leonard N Stern School of Bu | |||||||
| 726 BROADWAY - 2ND FL | NEW YORK | NY | 10003 | N/A | PC | Charitable Event | $1,000 |
| PALMETTO ANIMAL LEAGUE | |||||||
| 56 RIVERWALK BLVD | RIDGELAND | SC | 29936 | N/A | PC | Colleton River Feral Cat Program | $500 |
| PORT ROYAL SOUND FOUNDATION | |||||||
| 310 OKATIE HWY | OKATIE | SC | 29909 | N/A | PC | Charitable Event | $500 |
| SOFT BONES INC THE US HYPOPHOSPHATASIA FOUNDATION | |||||||
| 141 HAWKINS PL 267 | BOOTON | NJ | 07005 | N/A | PC | Charitable Event | $5,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $2,000 |
| SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION INC | |||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | SO I | Equinox Circle Fund | $5,000 |
| THE DORSET EQUINE RESCUE INC | |||||||
| PO BOX 92 | EAST DORSET | VT | 05253 | N/A | PC | General & Unrestricted | $2,500 |
| THE DORSET EQUINE RESCUE INC | |||||||
| PO BOX 92 | EAST DORSET | VT | 05253 | N/A | PC | Veterinarian expenses | $5,000 |
| WESTON PLAYHOUSE THEATRE | |||||||
| 703 MAIN ST | WESTON | VT | 05161 | N/A | PC | General & Unrestricted | $1,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF MADISON NJ | |||||||
| 111 KINGS RD | MADISON | NJ | 07940 | N/A | PC | Charitable Event | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,750 | 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 | $67 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,310 | 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 | $35,466 | 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 | $53,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,843 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Fowler Patricia H | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 26 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $88,398 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CELGENE CORP CELG, 900 sh. | NoncashPropertyDesc |
| Fair Market Value | $88,398 | FairMarketValueAmt |
| Received | 2019-09-11 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $33,149 | $29,991 |
| ALLEGION PLC | $6,943 | $12,454 |
| AT&T, INC | $34,976 | $29,193 |
| BERKSHIRE HATHAWAY INC. CLASS | $26,451 | $50,736 |
| BMY CONTINGENT VALUE RIGHTS | $2,882 | $4,073 |
| BRISTOL-MYERS SQUIBB CO | $75,632 | $86,849 |
| CHARTER COMMUNICATIONS, INC | $10,782 | $19,403 |
| DODGE & COX INCOME FUND | $22,947 | $24,675 |
| DREXEL HAMILTON CENTRE AMERICA | $37,839 | $40,001 |
| HARBOR CAPITAL APPRECIATION FU | $23,349 | $41,467 |
| HOME DEPOT INC | $31,991 | $40,400 |
| INGERSOL-RAND PLC | $23,467 | $39,876 |
| INTEL CORP | $29,589 | $41,596 |
| ISHARES TR S & P MIDCAP 400 IN | $28,215 | $46,310 |
| ISHARES TRUST MSCI EAFE INDEX | $18,286 | $20,832 |
| KONTOOR BRANDS INC | $1,821 | $2,519 |
| MICROSOFT CORP | $25,635 | $51,253 |
| PIMCO TOTAL RETURN FUND CLASS | $25,614 | $24,755 |
| SOUTH STATE CORPORATION | $17,885 | $18,218 |
| SPDR BLOOMBERG BARCLAYS HYB ET | $22,199 | $20,046 |
| SPDR S&P 500 GROWTH | $48,213 | $103,936 |
| SPDR S&P 500 VALUE | $53,203 | $85,180 |
| SPDR S&P 600 SMALL CAP VALUE | $27,278 | $36,141 |
| THE COCA-COLA CO | $6,434 | $9,963 |
| V F CORP | $28,700 | $41,857 |
| VANGUARD ST BOND ETF | $95,369 | $95,523 |
| VANGUARD TOTAL BOND MARKET ETF | $31,080 | $32,286 |
| WALT DISNEY HOLDINGS CO | $32,187 | $44,835 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,000 | $5,000 | |
| Bank Charges | $38 | $38 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $800 |
| 990-PF Excise Tax for 2018 | $266 |