FOWLER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FOWLER FAMILY CHARITABLE FOUNDATION INC (EIN 36-4516382)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-28
- IRS object ID
- 201910879349100706
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-28T14:43:48-05:00 | 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 | 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 FOWLER | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-03-15 | 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 | 06391520190875000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-03-28 | 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 | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $857,299 | 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 | $92,863 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,184 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,942 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $147,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,609 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $947 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,041 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,041 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $692,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $774,823 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $849,258 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $707,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $782,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $857,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $707,872 | RetainedEarningBOYAmt |
| Retained Earning EOY | $782,864 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $707,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $782,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $707,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $782,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $707,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,992 | ExcessRevenueOverExpensesAmt |
| Subtotal | $782,864 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $782,864 | 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 | $60,942 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $60,942 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $60,942 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,942 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $771,381 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,275 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $628,040 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081643 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,775 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $575,032 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048302 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,275 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $527,294 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.101035 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $333,816 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089196 | DistributionYr5Rt |
| Total Distribution | 0.396695 | TotalDistributionRt |
| Average Distribution | 0.079339 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $866,110 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $68,716 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $766 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,775 | 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 | $766 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $766 | SubtotalAmt |
| Tax Based On Investment Income | $766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $266 | 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 | $861,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $879,299 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $879,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $866,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $766 | TotalTaxAmt |
| Distributable Before Adj | $42,540 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,540 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,775 | 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 | $71,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $766 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,009 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,540 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $13,845 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,734 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $22,026 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,903 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,775 | QualifyingDistributionsAmt |
| Applied To Current Year | $42,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,235 | RemainingDistriFromCorpusAmt |
| Total Corpus | $113,743 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,845 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $99,898 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,734 | ExcessFromYear4Amt |
| Excess From Year2 | $22,026 | ExcessFromYear2Amt |
| Excess From Year1 | $20,903 | ExcessFromYear1Amt |
| Excess From Current Year | $29,235 | 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 |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC | |||||||
| PO BOX 23019 | HILTON HEAD ISLAND | SC | 29925 | N/A | PC | Colleton River Club Operation Santa Claus Fund | $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 | Annual Fund | $10,000 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | Capital Campaign | $25,000 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | Main House Roof Project | $12,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 2747 | BLUFFTON | SC | 29910 | N/A | PC | Colleton River Club House Project | $1,000 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO RD S | JACKSONVILLE | FL | 32224 | N/A | PC | 2018 Supporter Annual Renewal Fund | $1,000 |
| NEW YORK UNIVERSITY Leonard N Stern School of Bu | |||||||
| 726 BROADWAY - 2ND FL | NEW YORK | NY | 10003 | N/A | PC | Charitable Event | $500 |
| PALMETTO ANIMAL LEAGUE | |||||||
| 56 RIVERWALK BLVD | RIDGELAND | SC | 29936 | N/A | PC | General & Unrestricted | $1,000 |
| 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 | $1,000 |
| 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 | Purchase of Hay Fund | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,750 | 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 | $51 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,616 | 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 | $39,184 | 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 | $54,851 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,851 | 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 Jr Richard C | 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 | $92,863 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | WALT DISNEY HOLDINGS CO DIS, 90 sh. | $10,118 | 2018-09-24 |
| 1 | HOME DEPOT INC HD, 100 sh. | $20,990 | 2018-09-24 |
| 1 | INTEL CORP INTC, 220 sh. | $10,247 | 2018-09-24 |
| 1 | MICROSOFT CORP MSFT, 90 sh. | $10,220 | 2018-09-24 |
| 1 | V F CORP VFC, 110 sh. | $10,072 | 2018-09-24 |
| 1 | AT&T, INC T, 300 sh. | $10,205 | 2018-09-24 |
| 1 | 3M CO MMM, 50 sh. | $10,714 | 2018-09-24 |
| 1 | INGERSOL-RAND PLC IR, 100 sh. | $10,298 | 2018-09-24 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $33,149 | $32,392 |
| ALLEGION PLC | $6,943 | $7,971 |
| AT&T, INC | $34,976 | $21,319 |
| BERKSHIRE HATHAWAY INC. CLASS | $26,451 | $45,736 |
| CELGENE CORP | $46,248 | $29,033 |
| CHARTER COMMUNICATIONS, INC | $10,782 | $11,399 |
| DODGE & COX INCOME FUND | $22,072 | $22,486 |
| DREXEL HAMILTON CENTRE AMERICA | $34,224 | $34,353 |
| HARBOR CAPITAL APPRECIATION FU | $19,843 | $31,226 |
| HOME DEPOT INC | $42,368 | $45,532 |
| INGERSOL-RAND PLC | $25,338 | $31,931 |
| INTEL CORP | $32,423 | $37,309 |
| ISHARES TR S & P MIDCAP 400 IN | $28,215 | $37,364 |
| ISHARES TRUST MSCI EAFE INDEX | $18,286 | $17,634 |
| MICROSOFT CORP | $30,642 | $42,152 |
| PIMCO TOTAL RETURN FUND CLASS | $24,753 | $22,944 |
| SOUTH STATE CORPORATION | $17,885 | $12,590 |
| SPDR BARCLAYS CAPITAL HYB ETF | $22,239 | $18,475 |
| SPDR S&P 500 GROWTH | $48,213 | $80,599 |
| SPDR S&P 500 VALUE | $53,203 | $66,270 |
| SPDR S&P 600 SMALL CAP VALUE | $27,278 | $29,601 |
| THE COCA-COLA CO | $6,434 | $8,523 |
| V F CORP | $34,366 | $34,243 |
| VANGUARD ST BOND ETF | $55,000 | $53,820 |
| VANGUARD TOTAL BOND MARKET ETF | $31,080 | $30,496 |
| WALT DISNEY HOLDINGS CO | $42,412 | $43,860 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $5,000 | $5,000 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $500 |
| 990-PF Excise Tax for 2017 | $447 |