THE AMMON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE AMMON FOUNDATION (EIN 13-6904321)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-10-15
- IRS object ID
- 201922889349100727
- Schema version
- 2017v2.3
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-15T14:25:29-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | 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 | 2017-12-01 | 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 | GREGORY AMMON | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-10-09 | 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 | 06391520192885000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $12,530,377 | 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 | $2,648 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,648 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $265,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $265,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $603,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,828,672 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $603,714 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $872,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $872,065 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $56,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $56,750 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $62,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,495 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $34,460 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $47,585 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $47,585 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $201,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $472,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $472,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $673,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $576,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $198,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $809,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $163,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,090 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,090 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,026,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,316,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,459,287 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,189,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,387,479 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,530,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,189,204 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,387,479 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,189,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,387,479 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,189,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,387,479 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,189,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $198,275 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,387,479 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,387,479 | 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 | $7,828,672 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,224,958 | CostOrOtherBasisAmt |
| Gain Or Loss | $603,714 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $603,714 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $603,714 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $596,207 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,246,448 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $525,146 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,753,534 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04468 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $658,531 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,428,407 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052986 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $599,951 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,545,981 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04782 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $595,898 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,150,599 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049043 | DistributionYr5Rt |
| Total Distribution | 0.243213 | TotalDistributionRt |
| Average Distribution | 0.048643 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,723,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $618,912 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,096 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $627,008 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $576,835 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,191 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,191 | SubtotalAmt |
| Tax Based On Investment Income | $16,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,902 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,290 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $16,192 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
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 |
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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP Morgan Chase | |||||
| 270 Park Ave | NEW YORK | NY | 10017 | Investment Mgmt | $62,495 |
| Fulton Vittoria LLP | |||||
| One Rockefeller Plaza Third Floor | New York | NY | 10020 | Legal | $56,750 |
| 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 | $12,727,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,917,312 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,917,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,723,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $636,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $636,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,191 | TotalTaxAmt |
| Distributable Before Adj | $619,987 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $619,987 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $619,987 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $576,835 | 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 | $576,835 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $576,835 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $619,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $563,538 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $576,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $563,538 | AppliedToYear1Amt |
| Applied To Current Year | $13,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $606,690 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|
| ARCH CORPORATION | |||||||
| 2905 W MAGNOLIA ST | FORT COLLINS | CO | 80521 | N/A | PC | General & Unrestricted | $100,000 |
| ATLANTA CANCER CARE FOUNDATION INC | |||||||
| 5670 PEACHTREE DUNWOODY RD STE 1100 | ATLANTA | GA | 30342 | N/A | PC | General & Unrestricted | $10,000 |
| BUCKHEAD CHRISTIAN MINISTRY INC | |||||||
| 2847 PIEDMONT RD NE | ATLANTA | GA | 30305 | N/A | PC | Homeless Fund | $20,000 |
| CHRIS KYLE FROG FOUNDATION | |||||||
| PO BOX 1337 | MIDLOTHIAN | TX | 76065 | N/A | PC | General & Unrestricted | $50,000 |
| D Winton | |||||||
| 530 Cameron Manor Way | Atlanta | GA | 30328 | NONE | I | Short-term Emergency Assistance Grant | $5,000 |
| EQUUS FOUNDATION INC | |||||||
| 168 LONG LOTS RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $50,000 |
| HEROES FOR HEROES | |||||||
| 8750 N CENTRAL EXPY STE 510 | DALLAS | TX | 75231 | N/A | PC | General & Unrestricted | $30,000 |
| JAZZ AT LINCOLN CENTER INC | |||||||
| 3 COLUMBUS CIR | NEW YORK | NY | 10019 | N/A | PC | the Theodore R. Ammon Archives | $100,000 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1875 CENTURY PARK E STE 200 | LOS ANGELES | CA | 90067 | N/A | PC | General & Unrestricted | $25,000 |
| ROUND RIVER CONSERVATION STUDIES | |||||||
| 925 E 900 S STE 207 | SALT LAKE CITY | UT | 84105 | N/A | PC | Round River Conservation and the short film "The Afghan Challenge" presented by Adventure Not War and SturgeFilm | $42,500 |
| THE DONALDSON ADOPTION INSTITUTE INC | |||||||
| 120 E 38TH ST | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $472,500 | 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 | $2,648 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $265,703 | 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 | $603,714 | 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 | $872,065 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $872,065 | 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 (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMG MANAGERS PICTET INTERNATIO | $198,985 | $180,721 |
| BROWN ADVISORY STRATEGIC EUROP | $38,422 | $34,997 |
| CAPITAL PRIVATE CLIENT SVCS FD | $194,687 | $185,616 |
| DODGE & COX FUNDS INTERNATIONA | $255,234 | $241,231 |
| FIDELITY 500 INDEX FUND | $1,994,251 | $1,926,255 |
| FIDELITY INTERNATL INDEX INSTL | $734,532 | $704,252 |
| HARTFORD INTL VAL FD CL F | $46,863 | $41,069 |
| ISHARES BARCLAYS SHORT TREASUR | $82,949 | $83,073 |
| ISHARES BARCLAYS US AGGREGATE | $2,519,886 | $2,416,960 |
| ISHARES DJ US OG EP | $29,940 | $29,340 |
| ISHARES S&P GSTI SOF | $25,653 | $26,177 |
| JANUS HENDERSON GLBL LIFE SCI | $25,986 | $30,102 |
| JPMORGAN BETA BUILDERS EUROPE | $63,616 | $61,142 |
| JPMORGAN BETABUILDERS CANADA E | $123,714 | $122,376 |
| JPMORGAN BETABUILDERS DEVELOPE | $64,371 | $63,312 |
| JPMORGAN BETABUILDERS JAPAN ET | $261,829 | $259,340 |
| MATTHEWS PACIFIC TIGER FUND I | $46,829 | $47,357 |
| METROPOLITAN WEST TOTAL RETURN | $85,000 | $83,868 |
| PGIM TOTAL RETURN BOND FUND CL | $85,000 | $83,790 |
| PIMCO INVESTMENT GRADE CORP BD | $85,000 | $83,061 |
| SELECT SECTOR SPDR-HEALTH CARE | $28,030 | $33,746 |
| SIX CIRCLES INTERNATIONAL UNCO | $363,129 | $357,795 |
| SIX CIRCLES US UNCONSTRAINED E | $726,258 | $762,876 |
| SPDR S&P 500 ETF TRUST | $3,245,620 | $3,615,425 |
| SPDR S&P BANK ETF | $46,042 | $46,734 |
| TECHNOLOGY SPDR | $44,213 | $49,121 |
| VANGUARD FTSE EMERGING MARKETS | $45,317 | $41,476 |
| VANGUARD FTSE EUROPEAN ETF | $48,711 | $43,870 |
| VANGUARD ST BOND ETF | $208,322 | $208,396 |
| VANGUARD TOT INTL BOND IX ADMI | $300,000 | $300,549 |
| VANGUARD TOTAL BOND MARKET IND | $298,000 | $295,260 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $56,750 | LegalFeesAmt |
| Disbursements Charitable Prps | $56,750 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $46,835 | $46,835 |
| State or Local Filing Fees | $750 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $62,495 | Amt |
| Net Investment Income | $62,495 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $8,000 |
| 990-PF Extension for 2017 | $26,460 |