DOBSON FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DOBSON FOUNDATION INC (EIN 13-6168259)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-03
- IRS object ID
- 201601249349100915
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-03T13:31:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113089496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH TOTILO CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 OCEAN PKWY D10 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 RM/STE 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 | 2016-03-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH TOTILO | PreparerPersonNm |
| PTIN | P01221820 | PTIN |
| Phone | 7186451016 | PhoneNum |
| Preparation | 2016-03-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,092,227 | 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 | $404 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $404 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $213,444 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,444 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,409,787 | GrossSalesPriceAmt |
| Total Rev And Expnss | $346,379 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,848 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,336 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,165 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $317,717 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $317,717 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $319,882 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $382,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $235,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $235,820 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,756,002 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,899,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,515,228 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,242,003 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,266,440 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,341,179 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,380,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,401,819 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,092,227 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,380,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,401,819 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,380,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,401,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,380,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,401,819 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,380,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,597 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,401,819 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,401,819 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $152,948 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,414,010 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028250 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $359,772 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,448,120 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066036 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $168,713 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,424,299 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031103 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $195,459 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,064,642 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038593 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $205,039 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,643,107 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044160 | DistributionYr5Rt |
| Total Distribution | 0.208142 | TotalDistributionRt |
| Average Distribution | 0.041628 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,284,417 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,980 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,094 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $222,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $319,882 | 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 | $2,094 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,094 | SubtotalAmt |
| Tax Based On Investment Income | $2,094 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,116 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,116 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,022 | OverpaymentAmt |
| Applied To ES Tax | $5,022 | 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 | 5.00 | $0 | $0 | $0 |
| KENNETH TOTILO | ||||||||
| 3 WEST 35TH ST 9TH FL | NEW YORK | NY | 10001 | TREASURER/TR | 2.00 | $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 | $5,060,834 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,364,890 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,364,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,284,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $264,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $264,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,094 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,094 | TotalTaxAmt |
| Distributable Before Adj | $262,127 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $262,127 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $262,127 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $319,882 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $319,882 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,094 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $317,788 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $266,462 | UndistributedIncomePYAmt |
| Qualifying Distributions | $319,882 | QualifyingDistributionsAmt |
| Applied To Year1 | $266,462 | AppliedToYear1Amt |
| Applied To Current Year | $53,420 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $208,707 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||
| CENTRAL PARK WEST 79ST | NEW YORK | NY | 10024 | TO ACCOMPLISH 501(C)(3) PURPOSE | $500 |
| ASPCA | |||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | TO ACCOMPLISH 501(C)(3) PURPOSE | $2,900 |
| AUDUBON NEW YORK | |||||
| 71 WEST 23RD STREET | NEW YORK | NY | 10010 | TO ACCOMPLISH 501(C)(3) PURPOSE | $76,752 |
| BIGELOW LABORATORY FOR OCEAN SCIENC | |||||
| 60 BIGELOW DRIVE | EAST BOOTHBAY | ME | 04544 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 |
| BOOTHBAY RAILWAY VILLAGE | |||||
| 586 WISCASSET ROAD | 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 | $1,000 |
| CORNEL LAB OF ORNITHOLOGY | |||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 |
| DAMARISCOTTA RIVER ASSOCIATION | |||||
| 110 BELVEDERE ROAD | DAMARISCOTTA | ME | 04543 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | TO ACCOMPLISH 501(C)(3) PURPOSE | $5,000 |
| GLADYS PORTER ZOO | |||||
| 500 EAST RENGGOLD STREET | BROWNSVILLE | TX | 78520 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 |
| GLYNWOOD CENTER | |||||
| 362 GLYNNWOOD ROAD | COLD SPRING | NY | 10516 | TO ACCOMPLISH 501(C)(3) PURPOSE | $500 |
| ISLAND PRESS | |||||
| 4 NEWTOWN PLAZA | PLAINVIEW | NY | 11803 | TO ACCOMPLISH 501(C)(3) PURPOSE | $500 |
| LANCASTER FARMLAND TRUST | |||||
| 125 LANCASTER AVE | STRASBURG | PA | 17579 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 |
| NATIONAL AUDUBON SOCIETY | |||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | TO ACCOMPLISH 501(C)(3) PURPOSE | $31,000 |
| NATIONAL MUSEUM OF RACING | |||||
| 191 UNION AVE | SARATOGA SPRINGS | NY | 12866 | TO ACCOMPLISH 501(C)(3) PURPOSE | $700 |
| NATIONAL STEEPLECHASE FOUNDATION | |||||
| 400 FAIR HILL DRIVE | ELKTON | MD | 21921 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 |
| NEW YORK LAW SCHOOL | |||||
| 185 BROADWAY | NEW YORK | NY | 10013 | TO ACCOMPLISH 501(C)(3) PURPOSE | $19,645 |
| PLANNED PARENTHOOD OF NEW YORK CITY | |||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | TO ACCOMPLISH 501(C)(3) PURPOSE | $20,000 |
| RAINFOREST ALLIANCE | |||||
| 233 BROADWAY | NEW YORK | NY | 10279 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 |
| ST LUKE'S SCHOOL | |||||
| 487 HUDSON STREET | NEW YORK | NY | 10014 | TO ACCOMPLISH 501(C)(3) PURPOSE | $1,000 |
| UNICEF | |||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | TO ACCOMPLISH 501(C)(3) PURPOSE | $5,000 |
| UNITY COLLEGE | |||||
| 90 QUAKER HILL ROAD | UNITY | ME | 04988 | TO ACCOMPLISH 501(C)(3) PURPOSE | $100,000 |
| YALE UNIVERSITY | |||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | TO ACCOMPLISH 501(C)(3) PURPOSE | $45,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $317,717 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $404 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,444 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,531 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $346,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $346,379 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $4,336 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,165 | DisbursementsCharitablePrpsAmt |
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 |
|---|---|---|---|---|---|---|
| WELLS FARGO2673-4180 | 2015-01 | PURCHASE | 2015-12 | $1,076,523 | $978,424 | $98,099 |
| WELLS FARGO2673-4180 | 2005-01 | PURCHASE | 2015-12 | $283,264 | $246,806 | $36,458 |
| MORGAN STANLEY4334-170 | 2005-01 | PURCHASE | 2015-12 | $50,000 | $52,026 | -$2,026 |
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 | $2,266,440 | EOYBookValueAmt |
| EOYFMV | $2,341,179 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO 2673-4180 | StockNm |
| EOY Book Value | $1,899,559 | EOYBookValueAmt |
| EOYFMV | $2,515,228 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS DEPARTMENT OF LAW | $263 | |
| FEDERAL EXCISE TAX | $229 | |
| FOREIGN TAXES WITHHELD | $73 | $73 |