FOWLER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FOWLER FAMILY CHARITABLE FOUNDATION INC (EIN 36-4516382)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-24
- IRS object ID
- 201811149349100101
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-24T08:56:33-05:00 | 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 | 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 C FOWLER JR | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-04-07 | 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 | $888,531 | 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 | $90,398 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,945 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,945 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,553 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,372 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,914 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $593,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $692,958 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $873,617 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $655,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $707,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $888,531 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $655,680 | RetainedEarningBOYAmt |
| Retained Earning EOY | $707,872 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $655,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $707,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $655,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $707,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $655,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,192 | ExcessRevenueOverExpensesAmt |
| Subtotal | $707,872 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $707,872 | 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 | $8,945 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,945 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,945 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,945 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,275 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $628,040 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081643 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $575,032 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048302 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,275 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $527,294 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101035 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,775 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $333,816 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089196 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $178,630 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099507 | DistributionYr5Rt |
| Total Distribution | 0.419683 | TotalDistributionRt |
| Average Distribution | 0.083937 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $771,381 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,747 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $224 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,971 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $447 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $447 | SubtotalAmt |
| Tax Based On Investment Income | $447 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $447 | 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 |
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 | $762,753 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $783,128 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $783,128 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $771,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $447 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $447 | TotalTaxAmt |
| Distributable Before Adj | $38,122 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,122 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,122 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,025 | 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 | $59,025 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $59,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,122 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $9,190 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,845 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,734 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $22,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,795 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,025 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,122 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,903 | RemainingDistriFromCorpusAmt |
| Total Corpus | $93,698 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,190 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,508 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,845 | ExcessFromYear4Amt |
| Excess From Year3 | $27,734 | ExcessFromYear3Amt |
| Excess From Year1 | $22,026 | ExcessFromYear1Amt |
| Excess From Current Year | $20,903 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARLOS OTIS STRATTON MOUNTAIN CLINIC INC | |||||||
| PO BOX 617 | STRATTON MTN | VT | 05155 | N/A | PC | Ambulance Initiative | $250 |
| COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC | |||||||
| PO BOX 23019 | HILTON HEAD ISLAND | SC | 29925 | N/A | PC | Colleton River Club Operation Santa Claus Project | $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 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 2747 | BLUFFTON | SC | 29910 | N/A | PC | Colleton River Plantation House Project | $1,000 |
| MORGAN PRESSEL FOUNDATION INC | |||||||
| 7559 FAIRMONT CT | BOCA RATON | FL | 33496 | N/A | PC | General & Unrestricted | $5,000 |
| PALMETTO ANIMAL LEAGUE | |||||||
| 3 LAUREL HILL COURT | BLUFFTON | SC | 29910 | N/A | PC | General & Unrestricted | $500 |
| SOFT BONES INC THE US HYPOPHOSPHATASIA FOUNDATION | |||||||
| 121 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 |
| THE DORSET EQUINE RESCUE INC | |||||||
| 334 MAD TOM RD | EAST DORSET | VT | 05253 | N/A | PC | General & Unrestricted | $2,500 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF MADISON NJ | |||||||
| 111 KINGS RD | MADISON | NJ | 07940 | N/A | PC | Campaign to Expand The Madison Area YMCA | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,000 | 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 | $70 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,357 | 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 | $8,945 | 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 | $22,372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,372 | 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 | $90,398 | 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, 75 sh. | $7,418 | 2017-10-23 |
| 1 | INGERSOL-RAND PLC IR, 100 sh. | $9,427 | 2017-10-23 |
| 1 | 3M CO MMM, 50 sh. | $11,100 | 2017-10-23 |
| 1 | TIME WARNER INC TWX, 200 sh. | $20,339 | 2017-10-23 |
| 1 | V F CORP VFC, 100 sh. | $6,995 | 2017-10-23 |
| 1 | SOUTH STATE CORPORATION SSB, 75 sh. | $6,855 | 2017-10-23 |
| 1 | MICROSOFT CORP MSFT, 100 sh. | $7,905 | 2017-10-23 |
| 1 | INTEL CORP INTC, 500 sh. | $20,360 | 2017-10-23 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $25,914 | $37,659 |
| ALLEGION PLC | $6,943 | $7,956 |
| AT&T, INC | $4,432 | $6,221 |
| BERKSHIRE HATHAWAY INC. CLASS | $26,451 | $44,401 |
| CELGENE CORP | $46,248 | $47,275 |
| CHARTER COMMUNICATIONS, INC | $10,782 | $13,438 |
| DODGE & COX INCOME FUND | $21,317 | $22,555 |
| DREXEL HAMILTON CENTRE AMERICA | $27,956 | $35,655 |
| HARBOR CAPITAL APPRECIATION FU | $16,700 | $31,668 |
| HOME DEPOT INC | $34,777 | $50,225 |
| INGERSOL-RAND PLC | $15,040 | $22,298 |
| INTEL CORP | $27,057 | $36,928 |
| ISHARES TR S & P MIDCAP 400 IN | $28,215 | $42,701 |
| ISHARES TRUST MSCI EAFE INDEX | $18,286 | $21,093 |
| MICROSOFT CORP | $20,422 | $27,801 |
| PIMCO FDS PAC INVT MGMT SER TO | $24,158 | $23,122 |
| SOUTH STATE CORPORATION | $17,885 | $18,302 |
| SPDR BARCLAYS CAPITAL HYB ETF | $22,239 | $20,196 |
| SPDR S&P 500 GROWTH | $48,213 | $81,840 |
| SPDR S&P 500 VALUE | $53,204 | $74,859 |
| SPDR S&P 600 SMALL CAP VALUE | $27,278 | $34,576 |
| THE COCA-COLA CO | $6,434 | $8,258 |
| TIME WARNER INC | $20,339 | $18,294 |
| V F CORP | $24,294 | $27,380 |
| VANGUARD ST BOND ETF | $55,000 | $54,184 |
| VANGUARD TOTAL BOND MARKET ETF | $31,080 | $31,404 |
| WALT DISNEY HOLDINGS CO | $32,294 | $33,328 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2016 | CategoryTxt |
| Amt | $1,553 | Amt |