DOBSON FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DOBSON FOUNDATION INC (EIN 13-6168259)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-03
- IRS object ID
- 201841239349100704
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-03T10:10:46-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH A TOTILO CO CPA GROUP NYC PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WEST 35TH ST 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 136168259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOBSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOBS | BusinessNameControlTxt |
| Phone | 2125350019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WEST 35TH STREET 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH JEFFORDS RADCLIFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125350019 | PhoneNum |
| Signature | 2018-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH TOTILO | PreparerPersonNm |
| PTIN | P01221820 | PTIN |
| Phone | 7186451016 | PhoneNum |
| Preparation | 2018-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $5,532,103 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $212,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $212,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,011,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,249,994 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,224,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,779 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $37,095 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,095 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $37,195 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $934,472 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $175,684 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $416,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,802 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,899,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,709,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,743,719 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,063,961 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,367,424 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,550,582 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,379,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,314,322 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,532,103 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,379,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,314,322 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,379,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,314,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,379,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,314,322 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,379,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $934,472 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,314,322 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,314,322 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $257,691 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,399,110 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047728 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $317,788 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,284,417 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060137 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,948 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,414,010 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028250 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $359,772 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,448,120 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066036 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,713 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,424,299 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031103 | DistributionYr5Rt |
| Total Distribution | 0.233254 | TotalDistributionRt |
| Average Distribution | 0.046651 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,368,339 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $250,438 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,757 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $252,195 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $252,750 | 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 | $1,757 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,757 | SubtotalAmt |
| Tax Based On Investment Income | $1,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,970 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,970 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,213 | OverpaymentAmt |
| Applied To ES Tax | $1,213 | 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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SARAH JEFFORDS RADCLIFF | IndividualWithBooksNm |
| Phone | 2125350019 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST 35TH ST 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH JEFFORDS RADCLIFF | ||||||||
| 3 WEST 35TH STREET 9TH FLOOR | NEW YORK | NY | 10001 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| KENNETH TOTILO | ||||||||
| 3 WEST 35TH ST 9TH FL | NEW YORK | NY | 10001 | TREASURER/TR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,318,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,450,090 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,450,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,368,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,757 | TotalTaxAmt |
| Distributable Before Adj | $266,660 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $266,660 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $266,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $252,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,757 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $250,993 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $216,868 | UndistributedIncomePYAmt |
| Qualifying Distributions | $252,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $216,868 | AppliedToYear1Amt |
| Applied To Current Year | $35,882 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $230,778 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| THE ADIRONDACK COUNCIL INC | ||||||
| PO BOX D-2 | ELIZABETHTOWN | NY | 129320640 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 | |
| AMERICAN CIVIL LIBERTIES UNION FUND | ||||||
| 4301 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 | NO 434 |
| ASPCA | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | TO ACCOMPLISH 501(C)(3) PURPOSE | $8,500 | |
| AUDUBON NEW YORK | ||||||
| 71 WEST 23RD STREET | NEW YORK | NY | 10010 | TO ACCOMPLISH 501(C)(3) PURPOSE | $31,000 | |
| AUDUBON PENNSYLVANIA | ||||||
| 614 DORSEYVILLE ROAD | PITTSBURGH | PA | 15238 | TO ACCOMPLISH 501(C)(3) PURPOSE | $5,000 | |
| BIRDLIFE INTERNATIONAL | ||||||
| 57 W 57TH ST | NEW YORK | NY | 10019 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 | 3RD FLOOR |
| BOOTHBAY RAILWAY VILLAGE | ||||||
| PO BOX 123 | BOOTHBAY | ME | 04537 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 | |
| BOYS & GIRLS CLUB OF LANCASTER | ||||||
| 116 SOUTH WATER STREET | LANCASTER | PA | 17603 | TO ACCOMPLISH 501(C)(3) PURPOSE | $5,000 | |
| DAMARISCOTTA RIVER ASSOCIATION | ||||||
| 110 BELVEDERE ROAD | DAMARISCOTTA | ME | 04543 | TO ACCOMPLISH 501(C)(3) PURPOSE | $15,500 | |
| ENVIRONMENTAL ADVOCATES OF NEW YORK | ||||||
| 353 HAMILTON STREET | ALBANY | NY | 12210 | TO ACCOMPLISH 501(C)(3) PURPOSE | $2,000 | |
| FOUNTAIN HOUSE INC | ||||||
| 425 WEST 47TH STREET | NEW YORK | NY | 10036 | TO ACCOMPLISH 501(C)(3) PURPOSE | $2,500 | |
| FRIENDS OF HOG ISLAND | ||||||
| PO BOX 242 | BREMEN | ME | 04551 | TO ACCOMPLISH 501(C)(3) PURPOSE | $15,000 | |
| GLYNWOOD CENTER | ||||||
| 362 GLYNNWOOD ROAD | COLD SPRING | NY | 10516 | TO ACCOMPLISH 501(C)(3) PURPOSE | $500 | |
| LANCASTER HISTORICAL SOCIETY INC | ||||||
| PO BOX 173 | LANCASTER | TX | 75146 | TO ACCOMPLISH 501(C)(3) PURPOSE | $500 | |
| MAINE AUDUBON SOCIETY | ||||||
| 20 GILSLAND FARM ROAD | FALMOUTH | ME | 04105 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 | |
| MIDDLEBURG SPRING RACE ASSOC INC | ||||||
| PO BOX 1173 | MIDDLEBUG | VA | 20118 | TO ACCOMPLISH 501(C)(3) PURPOSE | $15,000 | |
| NATIONAL AUDUBON SOCIETY INC | ||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | TO ACCOMPLISH 501(C)(3) PURPOSE | $34,000 | 7TH FLOOR |
| NATIONAL MUSEUM OF RACING | ||||||
| 191 UNION AVE | SARATOGA SPRINGS | NY | 12866 | TO ACCOMPLISH 501(C)(3) PURPOSE | $36,750 | |
| NATIONAL STEEPLECHASE FOUNDATION | ||||||
| 400 FAIR HILL DRIVE | ELKTON | MD | 21921 | TO ACCOMPLISH 501(C)(3) PURPOSE | $500 | |
| NATIONAL STEEPLECHASE MUSEUM INC | ||||||
| PO BOX 280 | CAMDEN | SC | 29021 | TO ACCOMPLISH 501(C)(3) PURPOSE | $500 | |
| NEW YORK CIVIL LIBERTIES UNION FOUN | ||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 | FLOOR 19 |
| PLANNED PARENTHOOD OF NEW YORK CITY | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | TO ACCOMPLISH 501(C)(3) PURPOSE | $25,000 | |
| REBUILDING TOGETHER-LINCOLN COUNTY | ||||||
| PO BOX 22 | BOOTHBAY HARBOR | ME | 04538 | TO ACCOMPLISH 501(C)(3) PURPOSE | $500 | |
| ST ANDREW'S EPISCOPAL CHURCH | ||||||
| 11 GLIDDEN ST | NEWCASTLE | ME | 04553 | TO ACCOMPLISH 501(C)(3) PURPOSE | $5,000 | |
| CHILDRENS ENVIRONMENTAL LITERACY FO | ||||||
| 41 OLD LYME ROAD | CHAPPAQUA | NY | 10514 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 | |
| THE OPERA HOUSE OF BOOTHBAY HARBOR | ||||||
| PO BOX 800 | BOOTHBAY HARBOR | ME | 04538 | TO ACCOMPLISH 501(C)(3) PURPOSE | $2,000 | |
| WESTOVER SCHOOL INC | ||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 067620847 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 | |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | TO ACCOMPLISH 501(C)(3) PURPOSE | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $252,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,011,638 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,224,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,224,417 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FIRST REPUBLIC A/C6809 | 2017-10 | PURCHASE | 2017-12 | $16,621 | $16,621 | |
| FIRST REPUBLIC A/C6809 | PURCHASE | $2,846,362 | $1,899,559 | $946,803 | ||
| MORGAN STANLEY A/C334-170 | PURCHASE | $387,011 | $322,176 | $64,835 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY A/C4334-170 | BondNm |
| EOY Book Value | $2,367,424 | EOYBookValueAmt |
| EOYFMV | $2,550,582 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIRST REPUBLIC A9G-116809 | StockNm |
| EOY Book Value | $2,709,096 | EOYBookValueAmt |
| EOYFMV | $2,743,719 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $36,914 | $36,914 |
| BANK FEES | $181 | $181 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE EXCISE TAXES | CategoryTxt |
| Amt | $100 | Amt |