WINSLOW FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WINSLOW FOUNDATION (EIN 22-2778703)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201903169349101950
- Schema version
- 2018v3.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T14:34:27-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | KELSEY WIRTH | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-11-06 | 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 | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520193165000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,624,377 | 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 | $27,704 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,704 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,582,397 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,169,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,582,397 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $143,871 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $136,540 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,811,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,804,202 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,417 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $109,417 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,900 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,900 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $96,553 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,053 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $5 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,478 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $884 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $884 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,147 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,190 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,957 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $145 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $145 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $173,207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $91,952 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $458,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $178,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $229,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,581,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,581,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,040,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $178,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,811,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $770,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,626,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,754 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,078,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,078,921 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $47,931 | AcctRcvblAmt |
| Acct Rcvbl EOY | $47,931 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $47,931 | AcctRcvblEOYFMVAmt |
| US Government Obligations EOY | $990,303 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $994,325 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,510,297 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,659,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,683,735 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,344,694 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,952,930 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,819,465 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,958,745 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,729,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,624,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $25,958,745 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,729,662 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,958,745 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,729,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,958,745 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,729,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,958,745 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $770,917 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,729,662 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $26,729,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $3,794,637 | $3,519,971 | $274,666 | $274,666 | |||
| Passthrough K1 Capital Gain/(Loss) | $1,271,608 | ||||||
| ARISAIG GLOBAL EMERGING MARKETS CONSUMER FUND | $1,667,296 | $1,500,000 | $167,296 | $167,296 | P | 2016-06-07 | 2018-08-28 |
| BLACKROCK DEVELOPED EX-FOSSIL FUEL INDEX FUND B | $3,477,068 | $2,838,650 | $638,418 | $638,418 | P | 2015-01-21 | 2018-08-08 |
| INCLINE GLOBAL OFFSHORE LTD | $1,271,788 | $1,000,000 | $271,788 | $271,788 | P | 2016-01-28 | 2018-10-08 |
| INCLINE GLOBAL OFFSHORE LTD | $958,621 | $1,000,000 | -$41,379 | -$41,379 | P | 2016-01-28 | 2018-12-15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,582,397 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,675,762 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,420,994 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04731 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,989,739 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,214,299 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063744 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,715,158 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,630,455 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052563 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,496,156 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,878,258 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046933 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,448,581 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,771,887 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047075 | DistributionYr5Rt |
| Total Distribution | 0.257625 | TotalDistributionRt |
| Average Distribution | 0.051525 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $33,602,313 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,731,359 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,262 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,757,621 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,811,193 | 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 | $26,262 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,262 | SubtotalAmt |
| Tax Based On Investment Income | $26,262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,371 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,082 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $55,453 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $29,189 | OverpaymentAmt |
| Applied To ES Tax | $29,189 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| Samuel W Lambert | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Trustee | 1.0 | $0 | $0 | $0 |
| Ellen Marshall | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 25.0 | $70,416 | $4,766 | $0 |
| Christopher Wirth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Trustee | 1.0 | $0 | $0 | $0 |
| Kelsey Wirth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP*, Trustee | 1.0 | $0 | $0 | $0 |
| Wren W Wirth | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Pres* | 10.0 | $39,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $83,989 |
| Stifel Nicolaus | |||||
| 902 Carnegie Center Suite 130 | PRINCETON | NJ | 08540 | Investment Mgt | $56,500 |
| 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 | $6,278,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,938,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,896,867 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,114,023 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,114,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $511,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,602,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,680,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,680,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,262 | TotalTaxAmt |
| Distributable Before Adj | $1,653,854 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,653,854 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,653,854 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,811,193 | 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 | $1,811,193 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $26,262 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,784,931 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,653,854 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $81,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $448,170 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $529,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,811,193 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,653,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $157,339 | RemainingDistriFromCorpusAmt |
| Total Corpus | $686,622 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $686,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $81,113 | ExcessFromYear3Amt |
| Excess From Year2 | $448,170 | ExcessFromYear2Amt |
| Excess From Current Year | $157,339 | 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPALACHIAN VOICES | |||||||
| 589 W KING ST | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $50,000 |
| BETTER FUTURE PROJECT INC | |||||||
| 30 BOW ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $40,000 |
| BETTER FUTURE PROJECT INC | |||||||
| 30 BOW ST | CAMBRIDGE | MA | 02138 | N/A | PC | National Campus Fossil Fuel Divestment Movement | $60,000 |
| BOULDER HISTORICAL SOCIETY INC | |||||||
| 2205 BROADWAY | BOULDER | CO | 80302 | N/A | PC | Boulder Experience Gallery Program | $1,000 |
| CATSKILL MOUNTAINKEEPER INC | |||||||
| PO BOX 1000 | LIVINGSTON MANOR | NY | 12758 | N/A | PC | General & Unrestricted | $2,500 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | Population and Sustainability Program | $1,000 |
| COLORADO CHAUTAUQUA ASSOCIATION | |||||||
| 900 BASELINE RD | BOULDER | CO | 80302 | N/A | PC | Waterwise Garden Project | $30,500 |
| CRESTED BUTTE LAND TRUST | |||||||
| PO BOX 2224 | CRESTED BUTTE | CO | 81224 | N/A | PC | General & Unrestricted | $2,500 |
| CRESTED BUTTE LAND TRUST | |||||||
| PO BOX 2224 | CRESTED BUTTE | CO | 81224 | N/A | PC | Replace the Gunsight Bridge Project | $2,500 |
| ECOFLIGHT | |||||||
| 307 ASPEN AIRPORT BUS CENTER STE | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $500 |
| EL PUENTE DE WILLIAMSBURG INC | |||||||
| 211 S 4TH ST | BROOKLYN | NY | 11211 | N/A | PC | Latino Climate Action Network Program | $40,000 |
| FOREST SOCIETY OF MAINE | |||||||
| 115 FRANKLIN ST | BANGOR | ME | 04401 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF UNFPA INC | |||||||
| 605 3RD AVE 4TH FL | NEW YORK | NY | 10158 | N/A | PC | UNFPA Supplies and Broadening Choice of Contraceptives | $105,000 |
| GOVERNMENT ACCOUNTABILITY PROJECT INC | |||||||
| 1612 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | Environment & Energy Oversight Program | $50,000 |
| HIGH COUNTRY CONSERVATION ADVOCATES | |||||||
| PO BOX 1066 | CRESTED BUTTE | CO | 81224 | N/A | PC | General & Unrestricted | $500 |
| HIGH COUNTRY NEWS | |||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | General & Unrestricted | $1,000 |
| INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALY | |||||||
| RIVERS EDGE 3430 ROCKY RIVER DR | CLEVELAND | OH | 44111 | N/A | PC | General & Unrestricted | $30,000 |
| KENNEBEC ESTUARY LAND TRUST | |||||||
| PO BOX 1128 | BATH | ME | 04530 | N/A | PC | Bee-Driven Environmental Monitoring Project | $30,000 |
| KENTUCKY COALITION INC | |||||||
| PO BOX 1450 | LONDON | KY | 40743 | N/A | PC | New Energy and Transition Program | $30,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH ST NW 7TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $75,000 |
| MARINE CONSERVATION BIOLOGY INSTITUTE | |||||||
| 4010 STONE WAY N 210 | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $75,000 |
| MOTHERS OUT FRONT INC | |||||||
| 30 BOW ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $250,000 |
| MOTHERS OUT FRONT INC | |||||||
| 30 BOW ST | CAMBRIDGE | MA | 02138 | N/A | PC | Charitable Event | $2,000 |
| NEW JERSEY CONSERVATION FOUNDATION | |||||||
| BAMBOO BROOK 170 LONGVIEW RD | FAR HILLS | NJ | 07931 | N/A | PC | General & Unrestricted | $2,000 |
| OHIO CITIZEN ACTION EDUCATION FUND | |||||||
| 614 W SUPERIOR AVE STE 1200 | CLEVELAND | OH | 44113 | N/A | PC | General & Unrestricted | $45,000 |
| PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CE | |||||||
| 1611 TELEGRAPH AVE STE 1200 | OAKLAND | CA | 94612 | N/A | PC | People and Pollinators Action Network | $2,000 |
| PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHER | |||||||
| 196 SPEEDWELL AVE | MORRISTOWN | NJ | 07960 | N/A | PC | General & Unrestricted | $1,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | N/A | PC | Effects of elevated atmospheric CO2 on pollen nutrition and bee health Project | $47,880 |
| RAINFOREST ACTION NETWORK | |||||||
| 425 BUSH ST STE 300 | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $50,000 |
| REGENERATION PROJECT | |||||||
| 369 PINE ST STE 700 | SAN FRANCISCO | CA | 94104 | N/A | PC | Charitable Event | $1,000 |
| REGENTS OF THE UNIVERSITY OF COLORADO | |||||||
| 1800 N GRANT ST STE 400 | DENVER | CO | 80203 | N/A | PC | Charitable Event | $1,500 |
| SAVINGSPECIES | |||||||
| 1408 PLEASANT QUAIL CT | RALEIGH | NC | 27603 | N/A | PC | General & Unrestricted | $50,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Center for Conservation Biology's work on Science Innovation for Catalyzing and Targeting Investments in Nature Program | $100,000 |
| SUNRISE MOVEMENT EDUCATION FUND | |||||||
| 50 F ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $25,000 |
| SUSTAINABLE MARKETS FOUNDATION | |||||||
| 45 W 36TH ST 6TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $30,000 |
| SUSTAINABLE MARKETS FOUNDATION | |||||||
| 45 W 36TH ST 6TH FL | NEW YORK | NY | 10018 | N/A | PC | Eco-Accountability Project | $100,000 |
| TEDX INC | |||||||
| PO BOX 54 | ECKERT | CO | 81418 | N/A | PC | General & Unrestricted | $75,000 |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 595 COMMONWEALTH AVE W ENTRANCE | BOSTON | MA | 02215 | N/A | PC | Charitable Event | $3,500 |
| VIRGINIA ORGANIZING INC | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | climate organizing Program | $50,000 |
| VIRGINIA ORGANIZING INC | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | Environmental Health News | $500 |
| VIRGINIA ORGANIZING INC | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | Science Communications Network | $40,000 |
| WATERSHED INSTITUTE INC | |||||||
| 31 TITUS MILL RD | PENNINGTON | NJ | 08534 | N/A | PC | General & Unrestricted | $2,000 |
| WESTERN COLORADO ALLIANCE | |||||||
| PO BOX 1931 | GRAND JCT | CO | 81502 | N/A | PC | General & Unrestricted | $500 |
| WESTERN RESOURCE ADVOCATES | |||||||
| 2260 BASELINE RD STE 200 | BOULDER | CO | 80302 | N/A | PC | General & Unrestricted | $30,000 |
| WESTERN RESOURCE ADVOCATES | |||||||
| 2260 BASELINE RD STE 200 | BOULDER | CO | 80302 | N/A | PC | Charitable Event | $2,500 |
| WILDEARTH GUARDIANS | |||||||
| 516 ALTO ST | SANTA FE | NM | 87501 | N/A | PC | Keep it in the Ground Campaign | $40,000 |
| WOODS HOLE RESEARCH CENTER INC | |||||||
| 149 WOODS HOLE RD | FALMOUTH | MA | 02540 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,581,880 | 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 | $27,704 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,561 | 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 | $2,582,397 | 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 (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $134,336 |
| Federal Tax Refund | 01 | $7,331 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $2,204 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,811,533 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,811,533 | 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 (3 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Samuel W Lambert |
| *removed in 2018 |
| Kelsey Wirth |
| *removed from position in 2018 |
| Wren W Wirth |
| *removed from position in 2018 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $346,326 | $327,596 |
| ALLERGAN PLC | $180,239 | $109,334 |
| ALPHABET INC CL A | $278,034 | $370,961 |
| AMAZON COM | $199,198 | $289,880 |
| AMERICAN TOWER REIT INC | $269,962 | $388,672 |
| APPLE INC | $251,161 | $201,907 |
| AUTOMATIC DATA PROCESSING INC | $163,879 | $151,444 |
| BECTON DICKINSON & CO | $213,481 | $206,168 |
| BOOKING HOLDINGS INC | $124,542 | $165,352 |
| CANADIAN NATL RAILWAY CO | $162,023 | $150,814 |
| CHARLES SCHWAB CORP | $100,695 | $127,414 |
| CME GROUP, INC | $121,579 | $205,615 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $207,008 | $250,683 |
| DANAHER CORP | $203,907 | $205,724 |
| ECOLAB INC | $83,790 | $134,089 |
| EQUINIX, INC | $107,350 | $146,665 |
| ESTEE LAUDER COMPANIES INC | $81,868 | $70,774 |
| FACEBOOK INC | $76,007 | $81,800 |
| FISERV INC | $159,556 | $150,655 |
| HDFC BANK LTD ADR | $137,947 | $160,565 |
| IDEXX CORP | $151,893 | $145,096 |
| IHS MARKIT LTD | $85,291 | $124,434 |
| ILLUMINA INC COM | $81,842 | $180,858 |
| INTUIT | $153,159 | $151,575 |
| INTUITIVE SURGICAL | $61,532 | $164,748 |
| MASTERCARD INC | $213,412 | $205,629 |
| MICROSOFT CORP | $207,754 | $199,585 |
| NETFLIX INC | $37,478 | $94,216 |
| NIKE INC-CL B | $318,424 | $367,809 |
| NOVOZYMES A/S UNSP/ADR | $165,721 | $148,570 |
| NVIDIA CORP | $131,757 | $149,253 |
| NXP SEMICONDUCTORS | $143,916 | $128,606 |
| PAYCOM SOFTWARE | $137,000 | $135,307 |
| PAYPAL HOLDINGS, INC | $107,053 | $215,018 |
| ROPER INDUSTRIES | $190,008 | $177,236 |
| S&P GLOBAL INC COM | $85,926 | $157,025 |
| SALESFORCE.COM | $184,149 | $186,964 |
| STARBUCKS CORP COM | $138,040 | $133,308 |
| STRYKER CORPORATION | $187,910 | $176,344 |
| TE CONNECTIVITY LTD | $154,272 | $146,344 |
| THERMO FISHER SCIENTIFIC INC | $185,802 | $177,913 |
| TJX COMPANIES INC | $191,053 | $181,644 |
| UNILEVER PLC AMER | $175,936 | $172,686 |
| VISA INC | $255,179 | $468,122 |
| WALT DISNEY HOLDINGS CO | $211,460 | $203,949 |
| WEX, INC | $235,058 | $195,384 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $990,303 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $994,325 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COATUE OFFSHORE FUND LTD | $1,250,000 | $1,685,265 |
| CONVERGENT DENTAL INC | $200,001 | $199,999 |
| FARALLON CAPITAL F5 INVESTORS | $3,024,379 | $3,605,518 |
| GENERATION IM GLOBAL EQUITY FU | $6,879,290 | $8,135,386 |
| KING STREET CAPITAL, LTD | $1,071,658 | $1,452,068 |
| LOEB ARBITRAGE FUND | $37,601 | $51,437 |
| MAVERICK FUND LIMITED | $2,000,000 | $2,439,088 |
| PORTOLAN EQUITY OFFSHORE FUND, | $390,000 | $1,954,570 |
| ROCKSPRING | $1,000,000 | $1,196,133 |
| TAIGA BIOTECHNOLOGIES, INC | $100,001 | $100,001 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $83,989 | $83,989 | |
| Bank Charges | $294 | $39 | $255 |
| Indemnification Insurance | $4,063 | $4,063 | |
| K-1 Exp BLACKROCK DEVELOPED EX | $7,285 | $7,285 | |
| K-1 Exp FARALLON CAPITAL F5 IN | $1,071 | $1,071 | |
| K-1 Exp GENERATION IM GLOBAL E | $71,918 | $71,918 | |
| K-1 Exp LOEB ARBITRAGE FUND | $443 | $443 | |
| Office Supplies | $771 | $629 | $142 |
| Postage/Delivery Service | $1,794 | $1,653 | $141 |
| Property insurance | $325 | $325 | |
| State or Local Filing Fees | $48 | $48 | |
| Storage Fee | $1,036 | $1,036 | |
| SOFTWARE MEMBERSHIP | $170 | $170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BLACKROCK DEVELOPED EX-FOSSIL FUEL IN | $54,770 | $54,770 |
| K-1 Inc/Loss GENERATION IM GLOBAL EQUITY FUND LLC | $79,187 | $79,187 |
| K-1 Inc/Loss LOEB ARBITRAGE FUND | $379 | $379 |
| Class Action Lawsuit Proceeds | $2,204 | $2,204 |
| Federal Tax Refund | $7,331 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $1,053 | $1,053 | |
| Investment Management Services | $95,500 | $95,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $41,300 | |
| 990-PF Extension for 2017 | $10,093 | |
| Foreign Tax Paid | $85 | $85 |