ROSSETTER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROSSETTER FOUNDATION (EIN 83-0299674)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-18
- IRS object ID
- 201911089349100101
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-18T06:51:22-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320077509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrison & Held LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W Wacker Dr STE 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 830299674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSSETTER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO JERRY D JONES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSS | BusinessNameControlTxt |
| Phone | 3126062686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HARRISON HELD 333 W WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN JEBB CUTHBERT | PersonNm |
| Person Title | VP & DIR. | PersonTitleTxt |
| Signature | 2019-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET A NAGELA | PreparerPersonNm |
| PTIN | P00439254 | PTIN |
| Phone | 3123321111 | PhoneNum |
| 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 | $2,987,161 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,816 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $816,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,816 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $102,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,572 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,035 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,035 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $25,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,726 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $186 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,625 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,158 | CashBOYAmt |
| Cash EOY | $11,158 | CashEOYAmt |
| Cash EOYFMV | $11,158 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $349,927 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,619 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,619 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,103,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,121,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,738,384 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,464,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,369,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,987,161 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,464,730 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,369,978 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,464,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,369,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,464,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,369,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,464,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,752 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,369,978 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,369,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH A/C 83991 - VARIOUS | P | 2018-12-31 | 2018-12-31 | $693,332 | $719,335 | -$26,003 | -$26,003 |
| MERRILL LYNCH A/C 83991 - VARIOUS | P | 2018-12-31 | 2018-12-31 | $123,247 | $63,428 | $59,819 | $59,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,816 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,010 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,094,244 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05107 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $309,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,947,499 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10484 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,064,127 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04749 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,796 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,941,880 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05636 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $132,275 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,583,425 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05120 | DistributionYr5Rt |
| Total Distribution | 0.310957 | TotalDistributionRt |
| Average Distribution | 0.062191 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,352,235 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $208,479 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $736 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $209,215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $157,040 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,473 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,473 | SubtotalAmt |
| Tax Based On Investment Income | $1,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,527 | OverpaymentAmt |
| Applied To ES Tax | $5,527 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERRY D JONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126062686 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ELLEN JEBB CUTHBERT | ||||||
| 4602 GRAND VIEW DRIVE | CHARLOTTESVILLE | VA | 22901 | PRES. & DIR. | 1.00 | $0 |
| BENJAMIN T ROSSETTER | ||||||
| 990 N FALL CREEK ROAD | WILSON | WY | 83014 | Director | 0.50 | $0 |
| DAVID B ROSSETTER | ||||||
| 12120 E PRINCE ROAD | TUCSON | AZ | 85749 | Executive Dir. | 0.50 | $0 |
| LAURA B ROSSETTER | ||||||
| PO BOX 5384 | FRISCO | CO | 80443 | Director | 0.50 | $0 |
| STEPHEN M ROSSETTER | ||||||
| PO BOX 5384 | FRISCO | CO | 80443 | TREAS. & DIR. | 0.50 | $0 |
| JERRY D JONES | ||||||
| 333 W WACKER DR STE 1700 | CHICAGO | IL | 60606 | ASST. SEC. | 0.50 | $0 |
| CHRISTOPHER P CUTHBERT | ||||||
| 4602 GRAND VIEW DRIVE | CHARLOTTESVILLE | VA | 22901 | Director | 0.50 | $0 |
| JOSEPH R KELLEY | ||||||
| 1922 CANONCHET COURT | HANOVER | MD | 21076 | Director | 0.50 | $0 |
| JESSICA H KELLY | ||||||
| 2435 ONTARIO ROAD NW PH | WASHINGTON | DC | 20009 | VP & DIRECTOR | 0.50 | $0 |
| PAMELA BELL ROSSETTER | ||||||
| 12120 E PRINCE ROAD | TUCSON | AZ | 85749 | SEC. & DIR. | 0.50 | $0 |
| SYLVIA ALVARADO | ||||||
| 1922 CANONCHET COURT | HANOVER | MD | 21076 | Director | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,265,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,403,284 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,403,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,352,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,473 | TotalTaxAmt |
| Distributable Before Adj | $166,139 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $166,139 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $166,139 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,040 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $157,040 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $157,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,139 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,202 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,796 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $164,137 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,135 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $197,270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,040 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $157,040 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,099 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,099 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $188,171 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $188,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,899 | ExcessFromYear4Amt |
| Excess From Year2 | $164,137 | ExcessFromYear2Amt |
| Excess From Year1 | $10,135 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA SONARA DESERT MUSEUM | |||||||
| 2021 N KINNEY ROAD | TUCSON | AZ | 85743 | NONE | PC | GENERAL PURPOSES | $13,000 |
| BRECKENRIDGE OUTDOOR EDUCATION CENT | |||||||
| PO BOX 697 | BRECKENRIDGE | CO | 80424 | NONE | PC | GENERAL PURPOSES | $8,000 |
| CHARLOTTESVILLE AREA COMMUNITY FOUN | |||||||
| PO BOX 1767 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | GENERAL PURPOSES | $21,000 |
| COMMON GOOD CITY FARM | |||||||
| PO BOX 26030 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL PURPOSES | $6,000 |
| CONTINENTAL DIVIDE LAND TRUST | |||||||
| PO BOX 4488 | FRISCO | CO | 80443 | NONE | PC | GENERAL PURPOSES | $7,000 |
| EMILY GRIFFITH FOUNDATION | |||||||
| 1860 LINCOLN STREET SUITE 605 | DENVER | CO | 80203 | NONE | PC | GENERAL PURPOSES | $8,000 |
| FAMILY AND INTERCULTURAL RESOURCE C | |||||||
| PO BOX 4056 | DILLON | CO | 80435 | NONE | PC | GENERAL PURPOSES | $12,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | NONE | PC | GENERAL PURPOSES | $7,000 |
| FREE MINDS BOOK CLUB WRITING WORKSH | |||||||
| 2201 P STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL PURPOSES | $6,000 |
| FULL CIRCLE EDUCATION INC | |||||||
| PO BOX 787 | VICTOR | ID | 83455 | NONE | PC | GENERAL PURPOSES | $6,000 |
| INTREPID FALLEN HEROES FUND | |||||||
| W 46TH ST 12TH AVE | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSES | $7,000 |
| KEYSTONE SCIENCE SCHOOL | |||||||
| 1053 SODA RIDGE ROAD | KEYSTONE | CO | 80435 | NONE | PC | GENERAL PURPOSES | $1,000 |
| OPEN CITY ADVOCATES | |||||||
| 4202 BENNING ROAD NE SUITE 2 | WASHINGTON | DC | 20019 | NONE | PC | GENERAL PURPOSES | $10,000 |
| PRIMARY CARE COALITION | |||||||
| 8757 GEORGIA AVENUE 10TH FLOOR | SILVER SPRINGS | MD | 20910 | NONE | PC | GENERAL PURPOSES | $10,000 |
| KESTREL EDUCATIONAL ADVENTURES | |||||||
| 186 MAIN STREET | GLOUCESTER | MA | 01930 | NONE | PC | GENERAL PURPOSES | $5,000 |
| SKY ISLAND ALLIANCE | |||||||
| 406 S 4TH AVENUE | TUCSON | AZ | 85701 | NONE | PC | GENERAL PURPOSES | $6,000 |
| SUMMIT FOUNDATION | |||||||
| PO BOX 4000 | BRECKENRIDGE | CO | 80424 | NONE | PC | GENERAL PURPOSES | $8,000 |
| WALLKILL VALLEY LAND TRUST | |||||||
| PO BOX 208 | NEW PALTZ | NY | 12561 | NONE | PC | GENERAL PURPOSES | $15,000 |
| WIND RIVER FOUNDATION | |||||||
| PO BOX 4550 | JACKSON | WY | 83001 | NONE | PC | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,721 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,816 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $102,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,572 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRISON & HELD, LLP | CategoryTxt |
| Amt | $3,035 | Amt |
| Net Investment Income | $3,035 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH EQUITIES | StockNm |
| EOY Book Value | $1,121,201 | EOYBookValueAmt |
| EOYFMV | $2,738,384 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ANNUAL CORP FILING FEE | $10 | $10 |
| ILLINOIS ANNUAL FILING FEE | $30 | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $25,408 | $25,408 | $0 | $0 |
| OTHER ACCOUNT FEES | $318 | $318 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ESTIMATED EXCISE TAX | $7,000 | |
| EXCISE TAX | $4,337 | |
| FOREIGN TAXES PAID | $186 | $186 |