THE AMMON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE AMMON FOUNDATION (EIN 13-6904321)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-14
- IRS object ID
- 202022889349100422
- Schema version
- 2018v3.3
- 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
- Investments Other Schedule2
- 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 | 2020-10-14T12:46:47-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136904321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ammon Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | AMMO | 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 | ALEXA AMMON | PersonNm |
| Person Title | co-trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-10-13 | 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 | 06391520202885000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E732C495C0394C507F801DB0962DE402F1C1296F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 384717C1FADDEF7B1C9CB58DAC69F19ED4566B5B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,499,761 | 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 | $4,206 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,206 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $281,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $281,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,627,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,394 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,914 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,904 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $346,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $346,303 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $53,866 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,866 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,990 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35,256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35,256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,256 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $640,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $640,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $745,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $675,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$398,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $292,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,090 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $169,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $169,707 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,316,389 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,846,994 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,230,502 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $99,553 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,552 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,387,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,116,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,499,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,387,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,116,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,387,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,116,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,387,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,116,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,387,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$398,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $127,594 | OtherIncreasesAmt |
| Subtotal | $12,116,254 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,116,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $4,627,550 | $4,565,154 | $62,396 | $62,396 |
| Passthrough K1 Capital Gain/(Loss) | -$2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,394 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $576,835 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,723,552 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045336 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $596,207 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,246,448 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048684 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $525,146 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,753,534 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04468 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $658,531 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,428,407 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052986 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $599,951 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,545,981 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04782 | DistributionYr5Rt |
| Total Distribution | 0.239506 | TotalDistributionRt |
| Average Distribution | 0.047901 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,714,748 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $609,049 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,924 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $611,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $675,256 | 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 | $2,924 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,924 | SubtotalAmt |
| Tax Based On Investment Income | $2,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $5,775 | OverpaymentAmt |
| Applied To ES Tax | $3,000 | AppliedToESTaxAmt |
| Refund | $2,775 | 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 | NY | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Alexa S Ammon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Gregory Ammon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Chase | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 park ave | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $53,866 | CompensationAmt |
| 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 | $12,548,677 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $125,678 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,908,374 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,908,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,714,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $635,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $635,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,924 | TotalTaxAmt |
| Distributable Before Adj | $632,813 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $40,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $672,813 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $672,813 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $675,256 | 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 | $675,256 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,924 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $672,332 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $672,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $606,690 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $675,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $606,690 | AppliedToYear1Amt |
| Applied To Current Year | $68,566 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $604,247 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | ALEXA S AMMON | ShareholderManagerNm |
| Shareholder Manager | GREGORY AMMON | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A NEW LEASH ON LIFE | |||||||
| 707 ANDREW JACKSON WAY NE | HUNTSVILLE | AL | 35801 | N/A | PC | Hobbes House Expansion | $50,000 |
| ARCH CORPORATION | |||||||
| 2905 W MAGNOLIA ST | FORT COLLINS | CO | 80521 | N/A | PC | General & Unrestricted | $25,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | The Ammon Scholarship fund | $75,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 4194 | JACKSON | WY | 83001 | N/A | PC | for the construction of The Grove | $25,000 |
| JACKSON HOLE SHOOTING SPORTS FOUNDATION | |||||||
| PO BOX 1786 | JACKSON | WY | 83001 | N/A | PC | for building bathrooms and any other need | $10,000 |
| JAZZ AT LINCOLN CENTER INC | |||||||
| 3 COLUMBUS CIR | NEW YORK | NY | 10019 | N/A | PC | 2020 JALC Commitment - R Theodore Ammon Archives | $175,000 |
| JAZZ AT LINCOLN CENTER INC | |||||||
| 3 COLUMBUS CIR | NEW YORK | NY | 10019 | N/A | PC | R. Theodore Ammon Archive Center Library | $100,000 |
| NO BARRIERS USA | |||||||
| 317 STOVER ST UNIT A | FORT COLLINS | CO | 80524 | N/A | PC | Charitable Event | $50,000 |
| NO BARRIERS USA | |||||||
| 317 STOVER ST UNIT A | FORT COLLINS | CO | 80524 | N/A | PC | Caregiver Program | $100,000 |
| NOT ONE MORE ALABAMA INC | |||||||
| 711 MARINA PARK DR SE | HUNTSVILLE | AL | 35803 | N/A | PC | General & Unrestricted | $25,000 |
| SOI DOG | |||||||
| 1321 UPLAND DR STE 3905 | HOUSTON | TX | 77043 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $640,000 | 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 | $4,206 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281,607 | 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 | $62,394 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$10 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,904 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$10 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $346,303 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $346,293 | 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 (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS INTERNATIONAL V | $248,506 | $277,599 |
| ARTISAN INTERNATIONAL VALUE FU | $53,773 | $56,715 |
| BROWN ADVISORY STRATEGIC EUROP | $39,713 | $37,331 |
| FIDELITY 500 INDEX FUND | $2,043,002 | $2,232,215 |
| FIDELITY INTERNATL INDEX INSTL | $1,270,243 | $1,347,178 |
| HARTFORD INTL VAL FD CL F | $48,415 | $41,739 |
| ISHARES 20+ YR TREAS BD | $123,571 | $122,306 |
| ISHARES PHLX SEMICONDUCTOR ETF | $16,444 | $21,246 |
| ISHARES S&P GSTI SOF | $26,911 | $34,104 |
| ISHARESLEHMAN 7-10YR | $119,371 | $127,971 |
| JANUS HENDERSON GLBL LIFE SCI | $36,465 | $42,369 |
| JPMORGAN BETA BUILDERS EUROPE | $228,246 | $237,271 |
| JPMORGAN BETABUILDERS CANADA E | $352,631 | $383,100 |
| JPMORGAN BETABUILDERS DEVELOPE | $90,200 | $96,799 |
| JPMORGAN BETABUILDERS JAPAN ET | $378,632 | $412,378 |
| MATTHEWS PACIFIC TIGER FUND I | $48,749 | $48,628 |
| METROPOLITAN WEST TOTAL RETURN | $237,490 | $251,252 |
| SELECT SECTOR SPDR ENERGY FUND | $20,057 | $19,669 |
| SELECT SECTOR SPDR-HEALTH CARE | $29,500 | $36,612 |
| SIX CIRCLES INTERNATIONAL UNCO | $574,786 | $612,356 |
| SIX CIRCLES ULTRA SHORT DURATI | $119,093 | $119,093 |
| SIX CIRCLES US UNCONSTRAINED E | $1,160,438 | $1,304,206 |
| SPDR HOMEBUILDERS ETF | $28,114 | $29,481 |
| SPDR S&P 500 ETF TRUST | $2,421,842 | $3,076,152 |
| SPDR S&P BANK ETF | $32,015 | $34,334 |
| TECHNOLOGY SPDR | $42,611 | $60,213 |
| VANGUARD FTSE EMERGING MARKETS | $46,314 | $45,719 |
| VANGUARD FTSE EUROPEAN ETF | $50,696 | $50,131 |
| VANGUARD TOT INTL BOND IX ADMI | $1,128,511 | $1,193,137 |
| VANGUARD TOTAL BOND MARKET IND | $830,655 | $879,198 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TAGG PARTNERSHIP LP | $98,882 | $98,881 |
| TAGG HOLDINGS INC | $671 | $671 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $34,506 | $34,506 |
| State or Local Filing Fees | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss TAGG HOLDINGS INC | -$10 | |
| K-1 Inc/Loss TAGG PARTNERSHIP LP | -$1,904 | -$1,904 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $127,594 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $53,866 | Amt |
| Net Investment Income | $53,866 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $8,700 |
| 990-PF Excise Tax for 2018 | $7,290 |