VAUGHAN W BROWN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VAUGHAN W BROWN FAMILY FOUNDATION (EIN 47-3361069)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-24
- IRS object ID
- 201801149349100650
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-24T08:56:36-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473361069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vaughan W Brown Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | VAUG | 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 | FRANK D BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-04-11 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,072,911 | 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 | $1,365 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,365 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,211 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,211 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,539 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,539 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $828 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,034 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,034 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,034 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $155,920 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $234,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $234,635 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $758,294 | CorporateStockBOYAmt |
| Corporate Stock EOY | $667,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $838,276 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $914,214 | TotalAssetsBOYAmt |
| Total Assets EOY | $901,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,072,911 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $914,214 | RetainedEarningBOYAmt |
| Retained Earning EOY | $901,891 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $914,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $901,891 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $914,214 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $901,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $914,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,323 | ExcessRevenueOverExpensesAmt |
| Subtotal | $901,891 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $901,891 | 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 | $155,478 | GrossSalesPriceAmt |
| Cost Or Other Basis | $133,267 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,211 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,211 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,211 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,406 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $951,945 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,518 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $988,361 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068313 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,332 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $991,185 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046744 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,855 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $889,910 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045909 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,140 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $811,514 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050695 | DistributionYr5Rt |
| Total Distribution | 0.263561 | TotalDistributionRt |
| Average Distribution | 0.052712 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,032,732 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,437 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $445 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,882 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,034 | 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 | $445 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $445 | SubtotalAmt |
| Tax Based On Investment Income | $445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $55 | OverpaymentAmt |
| Applied To ES Tax | $55 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Natalie Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 | $0 | $0 |
| Paula Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Frank D Brown III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Treas | 1.0 | $0 | $0 | $0 |
| Susannah Kavanaugh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 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 | $780,655 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $267,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,048,459 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,048,459 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,032,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $445 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $445 | TotalTaxAmt |
| Distributable Before Adj | $51,192 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,192 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,034 | 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 | $56,034 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $445 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,589 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,192 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $907 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $23,154 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,465 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,526 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,034 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,842 | RemainingDistriFromCorpusAmt |
| Total Corpus | $31,368 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $907 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,461 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $23,154 | ExcessFromYear2Amt |
| Excess From Year1 | $2,465 | ExcessFromYear1Amt |
| Excess From Current Year | $4,842 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 PAWS RESCUE TEAM INC | |||||||
| PO BOX 2908 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $1,000 |
| ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO | |||||||
| 3355 BERKMAR DR | CHARLOTTESVILLE | VA | 22901 | N/A | PC | General & Unrestricted | $2,000 |
| AMERICAN PARKINSON DISEASE ASSOCIATION ATLANTA CH | |||||||
| PO BOX 49416 | ATLANTA | GA | 30359 | N/A | PC | General & Unrestricted | $500 |
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | General & Unrestricted | $2,000 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA INTERNATIONAL SCHOOL INC | |||||||
| 2890 N FULTON DR NE | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $3,000 |
| ATLANTA SPEECH SCHOOL INC | |||||||
| 3160 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $1,000 |
| BLAINE COUNTY RECREATION DISTRICT | |||||||
| 1050 FOX ACRES RD | HAILEY | ID | 83333 | N/A | GOV | Galena Lodge Support Program | $2,000 |
| CARDIGAN MOUNTAIN SCHOOL | |||||||
| 62 ALUMNI DR | CANAAN | NH | 03741 | N/A | PC | General & Unrestricted | $1,500 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | Jay Brown Photography Program | $5,000 |
| FRIENDS OF THE PATAPSCO FEMALE INST | |||||||
| PO BOX 293 | ELLICOTT CITY | MD | 21041 | N/A | PC | General & Unrestricted | $6,000 |
| GEORGIA CONSERVANCY INC | |||||||
| 230 PEACHTREE ST NW STE 1250 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $1,000 |
| HOPES LEGACY EQUINE RESCUE INC | |||||||
| 5145 TAYLOR CREEK RD | AFTON | VA | 22920 | N/A | PC | General & Unrestricted | $1,500 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | General & Unrestricted | $1,000 |
| LOVELANE SPECIAL NEEDS HORSEBACK RIDING PROGRAM IN | |||||||
| 40 BAKER BRIDGE RD | LINCOLN | MA | 01773 | N/A | PC | General & Unrestricted | $1,500 |
| MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE | |||||||
| 1 BULFINCH PL 2ND FL | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $1,500 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,500 |
| NANTICOKE HISTORIC PRESERVATION ALLIANCE INC | |||||||
| 5625 BARNECK RD | CAMBRIDGE | MD | 21613 | N/A | PC | General & Unrestricted | $1,000 |
| NEIGH SAVERS FOUNDATION INC | |||||||
| 1547 PALOS VERDES MALL STE 259 | WALNUT CREEK | CA | 94597 | N/A | PC | General & Unrestricted | $500 |
| NEW HOPE INC | |||||||
| 140 PARK ST | ATTLEBORO | MA | 02703 | N/A | PC | General & Unrestricted | $1,500 |
| NORTHWEST PRESBYTERIAN CHURCH | |||||||
| 4300 NORTHSIDE DR | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $2,500 |
| PETS BRING JOY | |||||||
| 9214 BAYARD PL | FAIRFAX | VA | 22032 | N/A | PC | General & Unrestricted | $500 |
| THE DAVID SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | N/A | PC | General & Unrestricted | $2,000 |
| THE NEMOURS FOUNDATION - NEMOURS FUND FOR CHILDREN | |||||||
| 1600 ROCKLAND RD | WILMINGTON | DE | 19803 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH ST 4TH FL | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $1,000 |
| VIRGINIA HISTORICAL SOCIETY | |||||||
| PO BOX 7311 | RICHMOND | VA | 23221 | N/A | PC | General & Unrestricted | $1,500 |
| WILDLIFE CENTER OF VIRGINIA | |||||||
| PO BOX 1557 | WAYNESBORO | VA | 22980 | N/A | PC | General & Unrestricted | $2,000 |
| WINDRUSH FARM THERAPEUTIC EQUITATION INC | |||||||
| 479 LACY ST | NORTH ANDOVER | MA | 01845 | N/A | PC | General & Unrestricted | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,365 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,963 | 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 | $22,211 | 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 | $44,539 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,539 | 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 (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY OVERSEAS FUND | $114,353 | $139,694 |
| HARDING, LOEVNER FUNDS, INC. E | $20,390 | $29,261 |
| HODGES SMALL CAP FUND | $47,108 | $55,163 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $30,361 | $29,929 |
| ISHARES BARCLAYS MBS BOND FUND | $14,808 | $14,390 |
| ISHARES MSCI GRW IDX | $40,502 | $48,444 |
| ISHARES RUSSELL MIDCAP G IN FD | $19,169 | $25,334 |
| ISHARES RUSSELL MIDCAP VALUE | $23,512 | $30,311 |
| ISHARES S&P 500 INDEX FD | $42,242 | $60,491 |
| ISHARES TRUST RUSSELL 1000 GRO | $75,130 | $101,010 |
| ISHARES TRUST RUSSELL 1000 VAL | $100,574 | $124,340 |
| ISHARES TRUST RUSSELL 2000 VAL | $30,270 | $39,611 |
| NEWMONT MINING CORP | $24,017 | $49,714 |
| OBERWEIS INTERNATIONAL OPPORTU | $28,670 | $35,005 |
| PIMCO 1 TO 5 YEAR US TIPS INDE | $30,004 | $29,871 |
| VANGUARD ST BOND ETF | $26,146 | $25,708 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,009 | $8,009 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $500 |
| 990-PF Extension for 2016 | $328 |