BRUCE FORD BROWN MEMORIAL TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE FORD BROWN MEMORIAL TR (EIN 47-7342169)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349101626
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T10:45:38-05:00 | 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 | 477342169 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruce Ford Brown Memorial Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BRUC | 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 | LORRAINE EDDY BROWN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-05-09 | 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 |
| 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 | $1,767,337 | 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 | $129 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $129 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,889 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,430 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,207 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,260 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,225 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,050 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,566 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,819 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,819 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,175 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,096 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,301 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,528,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,490,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,724,036 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,571,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,533,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,767,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,571,235 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,533,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,571,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,533,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,571,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,533,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,571,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,375 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,533,860 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,533,860 | 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 | $154,430 | GrossSalesPriceAmt |
| Cost Or Other Basis | $116,223 | CostOrOtherBasisAmt |
| Gain Or Loss | $38,207 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,207 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,207 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $107,780 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,535,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070213 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,716 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $379,351 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.260223 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.330436 | TotalDistributionRt |
| Average Distribution | 0.165218 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,677,174 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $277,099 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $632 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $277,731 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,019 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,264 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,264 | SubtotalAmt |
| Tax Based On Investment Income | $1,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,264 | 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 | VA | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lorraine Eddy Brown | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,674,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,702,715 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,702,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,677,174 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,859 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,859 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,264 | TotalTaxAmt |
| Distributable Before Adj | $82,595 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,595 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,595 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,019 | 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 | $92,019 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $92,019 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,595 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $93,623 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,184 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $135,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,019 | QualifyingDistributionsAmt |
| Applied To Current Year | $82,595 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,424 | RemainingDistriFromCorpusAmt |
| Total Corpus | $145,231 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $145,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $93,623 | ExcessFromYear2Amt |
| Excess From Year1 | $42,184 | ExcessFromYear1Amt |
| Excess From Current Year | $9,424 | 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 (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF SOUTHERN CALIFORNIA | |||||||
| 1313 W 8TH ST | LOS ANGELES | CA | 90017 | N/A | PC | General & Unrestricted | $1,000 |
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 5 PENN PLZ 16TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $1,500 |
| CALIFORNIA STATE PARKS FOUNDATION | |||||||
| 50 FRANCISCO ST STE 110 | SAN FRANCISCO | CA | 94133 | N/A | PC | General & Unrestricted | $500 |
| CALIFORNIA STATE UNIVERSITY LONG BEACH FOUNDATION | |||||||
| 1500 COTNER AVE | LOS ANGELES | CA | 90025 | N/A | PC | General & Unrestricted | $250 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER ST 22ND FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $2,000 |
| CHANGE ORG CHARITABLE FOUNDATION INC | |||||||
| 548 MARKET ST BOX 29993 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $1,000 |
| CITIZENS FOR RESPONSIBLE OIL AND GAS | |||||||
| PO BOX 114 | OJAI | CA | 93024 | N/A | PC | General & Unrestricted | $1,500 |
| CITIZENS FOR RESPONSIBLE OIL AND GAS | |||||||
| PO BOX 114 | OJAI | CA | 93024 | N/A | PC | Charitable Event | $500 |
| COMMUNICATION ALLIANCE TO NETWORK THOROUGHBRED EX- | |||||||
| 8619 EDGEWOOD PARK DR | COMMERCE TWP | MI | 48382 | N/A | PC | General & Unrestricted | $600 |
| CONSTRUCT INC | |||||||
| 41 MAHAIWE ST | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $500 |
| CRANBROOK EDUCATIONAL COMMUNITY | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | PC | General & Unrestricted | $1,000 |
| DEATH PENALTY FOCUS | |||||||
| 5 3RD ST STE 725 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $500 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,250 |
| DOMINICAN SISTERS OF MARY MOTHER OF THE EUCHARIST | |||||||
| 4597 WARREN RD | ANN ARBOR | MI | 48105 | N/A | PC | General & Unrestricted | $1,300 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | General & Unrestricted | $1,000 |
| FONKOZE USA INC | |||||||
| 1718 CONNECTICUT AVE NW STE 201 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $250 |
| FRIENDS OF BALLONA WETLANDS | |||||||
| PO BOX 5159 | PLAYA DEL REY | CA | 90296 | N/A | PC | General & Unrestricted | $250 |
| FRIENDS OF MATENWA INC | |||||||
| 91 ABERDEEN AVE | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $250 |
| GLOBALGIVING FOUNDATION INC | |||||||
| 1110 VERMONT AVE NW STE 550 | WASHINGTON | DC | 20005 | N/A | PC | Puerto Rico hurricane recovery Fund | $500 |
| GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES | |||||||
| PO BOX 1100 | SEBASTOPOL | CA | 95473 | N/A | PC | Undocufunc Fire Relief Fund | $250 |
| GREENPEACE FUND INC | |||||||
| 702 H ST NW STE 300 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $750 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 33 MEADOW RD | ASHEVILLE | NC | 28803 | N/A | PC | General & Unrestricted | $200 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 2115 WARD CT NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 |
| HBS FOUNDATION INC | |||||||
| PO BOX 32446 | WEST PALM BCH | FL | 33420 | N/A | PC | Hurricane Recovery Fund | $250 |
| HEART TO HEART INTERNATIONAL INC | |||||||
| 13250 W 98TH ST | LENEXA | KS | 66215 | N/A | PC | General & Unrestricted | $250 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 5TH AVE 34TH FL | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $1,000 |
| INNER CITY SCHOLARSHIP FUND INC | |||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $3,000 |
| INSTITUTE FOR THE ADVANCEMENT OF JOURNALISTIC CLAR | |||||||
| PO BOX 228 | PETROLIA | CA | 95558 | N/A | PC | General & Unrestricted | $500 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | |||||||
| 125 MADIEN LN 9TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| KCRW FOUNDATION INC | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $250 |
| KPFK - PACIFICA FOUNDATION | |||||||
| 3729 CAHUENG BLVD W | NORTH HOLLYWOOD | CA | 91604 | N/A | PC | General & Unrestricted | $500 |
| KXLU 889 FM LOS ANGELES | |||||||
| 1 LMU DR MALONE 402 | LOS ANGELES | CA | 90045 | N/A | PC | General & Unrestricted | $250 |
| LA LECHE LEAGUE INTERNATIONAL INC | |||||||
| 123 ACADEMY HL | NEWCASTLE | ME | 04553 | N/A | PC | General & Unrestricted | $1,300 |
| LAMBI FUND OF HAITI | |||||||
| 1050 CONNECTICUT AVE NW 10TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $250 |
| MEDICAL FOUNDATION OF NORTH CAROLINA INC | |||||||
| 880 MARTIN LUTHER KING JR BLVD | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $2,000 |
| MUSEUM ASSOCIATES | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | N/A | PC | General & Unrestricted | $250 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 250 S GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $500 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 335 S VAN NESS AVE | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $500 |
| NATURAL RESOURCE DEFENSE COUNCIL - LOS ANGELES REG | |||||||
| 1314 2ND ST | SANTA MONICA | CA | 90401 | N/A | PC | General & Unrestricted | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $250 |
| OLD STONE HOUSE OF BROOKLYN | |||||||
| PO BOX 150613 | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $500 |
| ORCHARD SCHOOL FOUNDATION INC | |||||||
| 615 W 64TH ST | INDIANAPOLIS | IN | 46260 | N/A | PC | General & Unrestricted | $2,000 |
| OUR HOUSE GRIEF SUPPORT CENTER | |||||||
| 1663 SAWTELLE 300 | LOS ANGELES | CA | 90025 | N/A | PC | General & Unrestricted | $500 |
| PACIFICA FOUNDATION INC | |||||||
| 1925 MARTIN LUTHER KING JR WAY | BERKELEY | CA | 94704 | N/A | PC | Pacifica Radio Archives Project | $500 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | N/A | PC | General & Unrestricted | $1,500 |
| PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE | |||||||
| 5 COURT ST | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $2,000 |
| PRISON COMMUNITIES INTERNATIONAL INC | |||||||
| 12 HUNTVILLE RD | KATONAH | NY | 10536 | N/A | PC | Rehabilitation through the arts-music/voice Program | $1,000 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 W 38 ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $200 |
| RAINFOREST ACTION NETWORK | |||||||
| 425 BUSH ST STE 300 | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $500 |
| SAN FRANCISCO WALDORF SCHOOL ASSOCIATION | |||||||
| 2938 WASHINGTON ST | SAN FRANCISCO | CA | 94115 | N/A | PC | General & Unrestricted | $500 |
| SHIMER COLLEGE | |||||||
| 3424 S STATE ST FL 2 | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $10,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,500 |
| SONOMA COUNTY GRAPE GROWERS FOUNDATION | |||||||
| 400 AVIATION BLVD | SANTA ROSA | CA | 95403 | N/A | PC | Wildfire Relief Fund | $250 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $250 |
| SPOKE THE HUB DANCING INC | |||||||
| 748 UNION ST | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $500 |
| STERNE SCHOOL | |||||||
| 838 KEARNY ST | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $500 |
| SWEET BRIAR INSTITUTE | |||||||
| PO BOX 1057 | SWEET BRIAR | VA | 24595 | N/A | PC | General & Unrestricted | $3,000 |
| THE ARC FOUNDATION OF VENTURA COUNTY INC | |||||||
| 1688 MORSE AVE | VENTURA | CA | 93003 | N/A | PC | General & Unrestricted | $500 |
| THE CENTER FOR INVESTIGATIVE REPORTING INC | |||||||
| 1400 65TH ST STE 200 | EMERYVILLE | CA | 94608 | N/A | PC | General & Unrestricted | $2,000 |
| THE INTERNATIONAL RHINO FOUNDATION | |||||||
| 201 MAIN ST STE 2600 | FORT WORTH | TX | 76102 | N/A | PC | General & Unrestricted | $500 |
| THE INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION | |||||||
| 717 POPLAR AVE | BOULDER | CO | 80304 | N/A | PC | SeaLegacy Project | $500 |
| THE NATIONAL MILITARY FAMILY ASSOCIATION INC | |||||||
| 3601 EISENHOWER AVE STE 425 | ALEXANDRIA | VA | 22304 | N/A | PC | General & Unrestricted | $200 |
| THE OJAI VALLEY LAND CONSERVANCY | |||||||
| PO BOX 1092 | OJAI | CA | 93024 | N/A | PC | General & Unrestricted | $500 |
| THE SANTA MONICA COLLEGE FOUNDATION | |||||||
| 2714 PICO BLVD 230 | SANTA MONICA | CA | 90405 | N/A | PC | General & Unrestricted | $500 |
| THE VISUAL ARTS CENTER OF RICHMOND | |||||||
| 1812 W MAIN ST | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $3,000 |
| THOROUGHBRED RETIREMENT FOUNDATION | |||||||
| 10 LAKE AVE STE 2 | SARATOGA SPGS | NY | 12866 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY CHRISTIAN MINISTRY AT NORTHWESTERN UNIV | |||||||
| 1834 CHICAGO AVE | EVANSTON | IL | 60201 | N/A | PC | General & Unrestricted | $250 |
| UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLE | |||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | N/A | GOV | General & Unrestricted | $1,000 |
| UNIVERSITY OF WISCONSIN FOUNDATION | |||||||
| US BANK LOCKBOX 78807 | MILWAUKEE | WI | 53278 | N/A | PC | Department of History, Department of Spanish and Portuguese, and School of Education | $2,400 |
| VIRGINIA FOUNDATION FOR ARCHITECTURE INCORPORATED | |||||||
| 2501 MONUMENT AVE | RICHMOND | VA | 23220 | N/A | PC | General & Unrestricted | $3,000 |
| WILDAID INC | |||||||
| 333 PINE ST STE 300 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $500 |
| WILDLIFE ALLIANCE INC | |||||||
| 1441 BROADWAY 5FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $500 |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | |||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $250 |
| YWCA RICHMOND | |||||||
| 6 N 5TH ST | RICHMOND | VA | 23219 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,200 | 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 | $129 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,889 | 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 | $40,242 | 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 | $69,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,260 | 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 (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASG MANAGED FUTURES STRATEGY F | $40,000 | $43,001 |
| BNY MELLON CORPORATE BOND FD C | $29,115 | $29,572 |
| BNY MELLON INCOME STOCK FUND C | $60,000 | $62,469 |
| BNY MELLON SM/MID CAP-M | $75,194 | $93,436 |
| DFA COMMODITY STRATEGY PORTFOL | $15,000 | $15,178 |
| DFA EMERGING MARKETS CORE EQ P | $39,000 | $50,407 |
| DREYFUS DYNAMIC TOTAL RETURN F | $40,000 | $41,378 |
| DREYFUS FLOATING RATE INCOME Y | $60,000 | $59,777 |
| DREYFUS INTL SMALL CAP FD CL Y | $35,000 | $46,420 |
| DREYFUS INTL STOCK FUND | $40,000 | $50,423 |
| DREYFUS NEWTON INTERNATIONAL E | $36,073 | $46,118 |
| DREYFUS PREMIER LTD TERM HIGH | $20,000 | $20,417 |
| DREYFUS US EQUITY Y CLASS | $60,000 | $62,136 |
| ISHARE SP SMALL CAP 600 INDEX | $100,798 | $115,829 |
| MELLON EMERGING MKTS FD CL M | $35,335 | $47,845 |
| MELLON INTERMEDIATE BOND FUND | $125,215 | $124,615 |
| MELLON INTERNATIONAL FD CL M | $104,220 | $132,575 |
| MELLON MID CAP STK FD CL M | $100,000 | $112,249 |
| MELLON ST US GOVT SEC FD CL M | $29,005 | $28,733 |
| SPDR S&P 500 ETF TRUST | $446,604 | $541,458 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $10,819 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $10,819 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,050 | Amt |
| Net Investment Income | $4,050 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2016 | CategoryTxt |
| Amt | $10,566 | Amt |