Chase Family Foundation: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- Chase Family Foundation (EIN 31-6038352)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201601269349101100
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T14:31:35-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316038352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chase Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CHAS | 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 | R K KINGSBURY CHASE | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-23 | 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 | 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 | $18,459,223 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,514 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,514 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $436,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $436,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $900,912 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,310,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $926,952 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,338,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,364,858 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,500 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $84,526 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,043 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $483 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,369 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $526 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,045 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,045 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $433 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,749 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $179,622 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,002 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,777 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,079,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,079,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,259,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,002 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,155,277 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,279,856 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $735,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $197,979 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,979 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,381,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,999,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,261,244 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,117,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,197,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,459,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,117,646 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,197,342 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,117,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,197,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,117,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,197,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,117,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,696 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,197,342 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,197,342 | 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 | $4,310,084 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,383,132 | CostOrOtherBasisAmt |
| Gain Or Loss | $926,952 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $926,952 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $926,952 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $906,187 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,427,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046646 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $833,989 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,861,777 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046691 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $781,997 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,588,422 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047141 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $712,052 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,091,365 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044251 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $643,461 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,105,610 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042597 | DistributionYr5Rt |
| Total Distribution | 0.227326 | TotalDistributionRt |
| Average Distribution | 0.045465 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,268,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $876,045 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,799 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $888,844 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,155,277 | 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 | $12,799 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,799 | SubtotalAmt |
| Tax Based On Investment Income | $12,799 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $99 | 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 | OH | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| Alison M Chase | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP/trustee | 1.0 | $0 | $0 | $0 |
| Barbara K Chase | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 3.0 | $0 | $0 | $0 |
| Dave Chase | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres/ trustee | 2.0 | $0 | $0 | $0 |
| Dawn K Chase | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Lee Molen Chase | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Jr. Trustee / Sec | 1.0 | $0 | $0 | $0 |
| Joseph C Hill | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Andrew Chase | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | jr trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PNC Bank | |||||
| 201 E 5th street | CINCINNATI | OH | 06824 | Investment Mgmt | $84,043 |
| Foundation Source | |||||
| 55 Walls Drive 3rd floor | Fairfield | CT | 06824 | Administrative | $69,549 |
| 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 | $19,022,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $539,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,561,982 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,561,982 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $293,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,268,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $963,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $963,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,799 | TotalTaxAmt |
| Distributable Before Adj | $950,629 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $950,629 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $950,629 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,155,277 | 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 | $1,155,277 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,799 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,142,478 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $950,629 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $926,202 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $1,155,277 | QualifyingDistributionsAmt |
| Applied To Year1 | $926,202 | AppliedToYear1Amt |
| Applied To Current Year | $229,075 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $721,554 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTURE CYCLING ASSOCIATION | |||||||
| 150 E PINE ST | MISSOULA | MT | 59802 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PC | General & Unrestricted | $2,000 |
| ANIMAL HAVEN INC | |||||||
| 200 CENTRE ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $12,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY ST | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $2,000 |
| ARTISTS FOR HUMANITY INC | |||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | N/A | PC | General & Unrestricted | $1,500 |
| BABYREAD | |||||||
| PO BOX 8184 | SENECA | SC | 29678 | N/A | PC | General & Unrestricted | $500 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | General & Unrestricted | $5,000 |
| BIG CAT RESCUE CORP | |||||||
| 12802 EASY ST | TAMPA | FL | 33625 | N/A | PC | General & Unrestricted | $500 |
| BOSTON CAMERATA INC | |||||||
| PO BOX 120751 | BOSTON | MA | 02112 | N/A | PC | General & Unrestricted | $500 |
| BOSTON COLLEGE ANNUAL FUND | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | Dr. J C Hill Fund for the Integrated Sciences | $30,000 |
| BOSTON COLLEGE HIGH SCHOOL | |||||||
| 150 MORRISSEY BLVD | DORCHESTER | MA | 02125 | N/A | PC | General & Unrestricted | $5,000 |
| BRIDGE OVER TROUBLED WATERS INC | |||||||
| 47 W ST | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $500 |
| BUDGET BUDDIES INC | |||||||
| 14 HIGH ST | CHELMSFORD | MA | 01824 | N/A | PC | General & Unrestricted | $100 |
| CAMP RUNOIA ALUMNAE ORGANIZATION | |||||||
| PO BOX 450 | BELGRADE LAKES | ME | 04918 | N/A | PC | Camper scholarships Fund | $1,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN RD STE 201 | GLEN ROCK | NJ | 07452 | N/A | PC | General & Unrestricted | $500 |
| CHILDRENS MUSEUM INC | |||||||
| 950 TROUT BROOK DR | WEST HARTFORD | CT | 06119 | N/A | PC | Roaring Brook Nature Center | $6,000 |
| CHURCH WORLD SERVICE INC | |||||||
| PO BOX 968 | ELKHART | IN | 46515 | N/A | PC | General & Unrestricted | $20,000 |
| CIRCLE OF LIFE ARTS FOR ALL INC | |||||||
| 50 CHAPMAN PL BOX 3 | EAST HARTFORD | CT | 06108 | N/A | PC | General & Unrestricted | $1,000 |
| CIVA CHRISTIANS IN VISUAL ARTS | |||||||
| 849 E WASHINGTON AVE STE 212 | MADISON | WI | 53703 | N/A | PC | General & Unrestricted | $500 |
| COMPASSION INTERNATIONAL INCORPORATED | |||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80997 | N/A | PC | General & Unrestricted | $10,000 |
| COMPASSION INTERNATIONAL INCORPORATED | |||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80997 | N/A | PC | Leadership Training Program | $10,000 |
| CONGREGATIONAL CHURCH OF TOPSFIELD MASSACHUSETTS | |||||||
| 9 E COMMON ST | TOPSFIELD | MA | 01983 | N/A | PC | general fund and maintenance fund | $20,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 7039 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $3,000 |
| COVENANT HOUSE | |||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $10,000 |
| COVENANT HOUSE | |||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | PC | 3 to 1 challenge gift Initiative | $10,000 |
| DARTMOUTH COLLEGE Gino Franco Luigi Zarbin MD M | |||||||
| 6066 DEVELOPMENT OFC | HANOVER | NH | 03755 | N/A | PC | General & Unrestricted | $100 |
| DISABLED SPORTS USA -NEW ENGLAND DISABLED SPORTS | |||||||
| PO BOX 26 | LINCOLN | NH | 03251 | N/A | PC | General & Unrestricted | $5,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $20,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | Defend against Arctic Drilling Program | $10,000 |
| EAST COAST GREENWAY ALLIANCE INC | |||||||
| 5315 HIGHGATE DR STE 105 | DURHAM | NC | 27713 | N/A | PC | General & Unrestricted | $5,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 1875 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $5,000 |
| ESSEX COUNTY GREEN BELT ASSOCIATION INC | |||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | N/A | PC | General & Unrestricted | $5,000 |
| ESSEX COUNTY GREEN BELT ASSOCIATION INC | |||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | N/A | PC | Endowment Fund | $20,000 |
| FARM TO FAMILY INC | |||||||
| PO BOX 463 | AVON | CT | 06001 | N/A | PC | General & Unrestricted | $4,000 |
| FARMINGTON RIVER WATERSHED ASSOCIATION INC | |||||||
| 749 HOPMEADOW ST | SIMSBURY | CT | 06070 | N/A | PC | General & Unrestricted | $5,000 |
| FARMINGTON VALLEY TRAILS COUNCIL | |||||||
| PO BOX 576 | TARIFFVILLE | CT | 06081 | N/A | PC | General & Unrestricted | $1,000 |
| FOODSHARE INC | |||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 06002 | N/A | PC | General & Unrestricted | $6,000 |
| FRIENDS OF MAITI NEPAL A NON-PROFIT CORPORATION | |||||||
| 63 COMMERCIAL WHARF | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $4,000 |
| GRAMEEN AMERICA INC | |||||||
| 150 W 30TH ST FL 8 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $4,000 |
| GRAMEEN FOUNDATION USA | |||||||
| 1101 15TH ST NW 3RD FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $4,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 1276 S 500 W | SALT LAKE CITY | UT | 84101 | N/A | PC | General & Unrestricted | $12,500 |
| HARTFORD CHORALE INC | |||||||
| 233 PEARL ST STE 17 | HARTFORD | CT | 06103 | N/A | PC | General & Unrestricted | $1,000 |
| HARTFORD PERFORMS | |||||||
| 233 PEARL ST | HARTFORD | CT | 06103 | N/A | PC | General & Unrestricted | $1,000 |
| HARTFORD SYMPHONY ORCHESTRA INC | |||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $1,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PC | General & Unrestricted | $4,000 |
| HELP IS ON THE WAY TODAY | |||||||
| 52-30 65TH PL | MASPETH | NY | 11378 | N/A | PC | General & Unrestricted | $4,000 |
| HOPE FOR HAITI INC | |||||||
| 1021 5TH AVE N | NAPLES | FL | 34102 | N/A | PC | General & Unrestricted | $6,000 |
| HOSPICE CARE CORPORATION | |||||||
| PO BOX 760 | ARTHURDALE | WV | 26520 | N/A | PC | General & Unrestricted | $500 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $5,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | Eastern African Goat Project | $30,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | Goat Project | $500 |
| INTERVARSITY CHRISTIAN FELLOWSHIP- USA | |||||||
| 635 SCIENCE DR | MADISON | WI | 53711 | N/A | PC | General & Unrestricted | $1,000 |
| IPSWICH RIVER WATERSHED ASSOCIATION INC | |||||||
| PO BOX 576 | IPSWICH | MA | 01938 | N/A | PC | General & Unrestricted | $500 |
| LITTLE KIDS ROCK INC | |||||||
| 632 POMPTON AVE | CEDAR GROVE | NJ | 07009 | N/A | PC | General & Unrestricted | $1,000 |
| LWALA COMMUNITY ALLIANCE INC | |||||||
| PO BOX 60688 | NASHVILLE | TN | 37206 | N/A | PC | General & Unrestricted | $500 |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 S GREAT RD | LINCOLN | MA | 01773 | N/A | PC | Ipswich River Wildlife Sanctuary Division | $4,000 |
| MASSACHUSETTS GENERAL HOSPITAL-THE SCHWARTZ CENTER | |||||||
| 100 CAMBRIDGE ST STE 2100 | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $1,000 |
| MASSACHUSETTS LAND TRUST COALITION | |||||||
| 18 WOLBACH RD | SUDBURY | MA | 01776 | N/A | PC | General & Unrestricted | $1,000 |
| MEMORIAL UNITED METHODIST CHURCH | |||||||
| 867 W AVON RD | AVON | CT | 06001 | N/A | PC | General & Unrestricted | $27,000 |
| MEMORIAL UNITED METHODIST CHURCH | |||||||
| 867 W AVON RD | AVON | CT | 06001 | N/A | PC | Debt Reduction Fund | $10,000 |
| MEMORIAL UNITED METHODIST CHURCH | |||||||
| 867 W AVON RD | AVON | CT | 06001 | N/A | PC | Debt Reduction Fund | $2,000 |
| NATIONAL CENTER FOR LEARNING DISABILITIES INC | |||||||
| 32 LAIGHT ST 2ND FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $2,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | climate change work Program | $50,000 |
| NEW ENGLAND INSTITUTE OF RELIGIOUS RESEARCH INC | |||||||
| 18 CROOKED LN | LAKEVILLE | MA | 02347 | N/A | PC | General & Unrestricted | $50,000 |
| NEW HAMPSHIRE COMMUNITY LOAN FUND | |||||||
| 7 WALL ST | CONCORD | NH | 03301 | N/A | PC | General & Unrestricted | $5,000 |
| NEW OPPORTUNITY SCHOOL FOR WOMEN INC | |||||||
| 204 CHESTNUT ST | BEREA | KY | 40403 | N/A | PC | General & Unrestricted | $1,000 |
| NEW TRIBES MISSION INC | |||||||
| 1000 E 1ST ST | SANFORD | FL | 32771 | N/A | PC | Randy and Diana Smyth fund | $1,000 |
| NEW YORK COMMON PANTRY | |||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $4,000 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 W 31ST ST FL 10 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $4,000 |
| NUZZLES & CO | |||||||
| PO BOX 682155 | PARK CITY | UT | 84068 | N/A | PC | General & Unrestricted | $11,000 |
| PLATEAU RESTORATION INC | |||||||
| 3170 RIMROCK RD | MOAB | UT | 84532 | N/A | PC | General & Unrestricted | $1,000 |
| POLARIS PROJECT | |||||||
| PO BOX 65323 | WASHINGTON | DC | 20035 | N/A | PC | General & Unrestricted | $14,000 |
| PRESBYTERIANS FOR RENEWAL INC | |||||||
| 8134 NEW LAGRANGE RD | LOUISVILLE | KY | 40222 | N/A | PC | General & Unrestricted | $4,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PKWY | LANSDOWNE | VA | 20176 | N/A | PC | General & Unrestricted | $10,000 |
| PRISON FELLOWSHIP MINISTRIES Angel Tree Program | |||||||
| 44180 RIVERSIDE PKWY | LANSDOWNE | VA | 20176 | N/A | PC | General & Unrestricted | $14,000 |
| PUPPIES BEHIND BARS INC | |||||||
| 263 W 38 ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $10,000 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2121 WARD COURT NW 5TH FL | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2121 WARD COURT NW 5TH FL | WASHINGTON | DC | 20037 | N/A | PC | Boxford Rail Trail Division | $200 |
| RANDOLPH COUNTY COMMUNITY ARTS COUNCIL | |||||||
| PO BOX 3111 | ELKINS | WV | 26241 | N/A | PC | General & Unrestricted | $2,000 |
| REVELS INC | |||||||
| 80 MOUNT AUBURN ST | WATERTOWN | MA | 02472 | N/A | PC | General & Unrestricted | $500 |
| RIPON COLLEGE BOARD OF TRUSTEES | |||||||
| PO BOX 248 | RIPON | WI | 54971 | N/A | PC | General & Unrestricted | $5,000 |
| SALT LAKE CITY BICYCLE COLLECTIVE | |||||||
| PO BOX 2400 | SALT LAKE CTY | UT | 84110 | N/A | PC | General & Unrestricted | $10,000 |
| SALT LAKE CITY BICYCLE COLLECTIVE | |||||||
| PO BOX 2400 | SALT LAKE CTY | UT | 84110 | N/A | PC | Ogden General Operating Division | $5,000 |
| SALT LAKE CITY BICYCLE COLLECTIVE | |||||||
| PO BOX 2400 | SALT LAKE CTY | UT | 84110 | N/A | PC | Salt Lake General Operating Division | $5,000 |
| SALVATION ARMY - GREATER HARTFORD AREA SERVICES | |||||||
| 217 WASHINGTON ST | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $10,000 |
| SALVATION ARMY NATIONAL CORP | |||||||
| 615 SLATERS LN PO BOX 269 | ALEXANDRIA | VA | 22314 | N/A | PC | New England Area Division | $10,000 |
| SAT-7 NORTH AMERICA | |||||||
| 29509 CANVASBACK DRV STE 101 | EASON | MD | 21601 | N/A | PC | General & Unrestricted | $6,000 |
| SAVEKITTY FOUNDATION | |||||||
| PO BOX 260096 | BELLEROSE | NY | 11426 | N/A | PC | General & Unrestricted | $4,000 |
| SILENT SPRING INSTITUTE INC | |||||||
| 29 CRAFTS ST | NEWTON | MA | 02458 | N/A | PC | General & Unrestricted | $3,000 |
| SIM USA INCORPORATED | |||||||
| 14830 CHOATE CIR | CHARLOTTE | NC | 28273 | N/A | PC | Corey and Katie Garrett fund | $4,000 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | School of Health Sciences, Graduate Nursing Division | $20,000 |
| SIMSBURY LAND TRUST INC | |||||||
| PO BOX 634 | SIMSBURY | CT | 06070 | N/A | PC | General & Unrestricted | $25,000 |
| ST JOHN SCHOOL OF THE ARTS INC 108 ESTATE ENIGNED | |||||||
| PO BOX 180 | ST JOHN | VI | 00831 | N/A | PC | General & Unrestricted | $200 |
| STUDENT CONSERVATION ASSOCIATION INC | |||||||
| PO BOX 550 | CHARLESTOWN | NH | 03603 | N/A | PC | General & Unrestricted | $1,000 |
| THE FISTULA FOUNDATION | |||||||
| 1922 THE ALAMEDA STE 302 | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $6,000 |
| THE GREATER BOSTON FOOD BANK INC | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $5,000 |
| THE NATIONAL MILITARY FAMILY ASSOCIATION INC | |||||||
| 3601 EISENHOWER AVE STE 425 | ALEXANDRIA | VA | 22304 | N/A | PC | General & Unrestricted | $4,000 |
| THE NATURE CONSERVANCY - MAINE CHAPTER | |||||||
| 14 MAINE ST STE 401 | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $10,000 |
| THE NATURE CONSERVANCY - MAINE CHAPTER | |||||||
| 14 MAINE ST STE 401 | BRUNSWICK | ME | 04011 | N/A | PC | G3 Program | $37,500 |
| THE SEVEN HILLS SCHOOLS | |||||||
| 5400 RED BANK RD | CINCINNATI | OH | 45227 | N/A | PC | General & Unrestricted | $5,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 WHITNEY AVE 2ND FL | NEW HAVEN | CT | 06510 | N/A | PC | For use in Connecticut | $25,000 |
| THE TRUST FOR PUBLIC LAND - MONTPELIER VERMONT | |||||||
| 3 SHIPMAN PL | MONTPELIER | VT | 05602 | N/A | PC | northeast division for Appalachian Trail/ Long trail protection | $70,000 |
| THE TRUST FOR PUBLIC LAND - MONTPELIER VERMONT | |||||||
| 3 SHIPMAN PL | MONTPELIER | VT | 05602 | N/A | PC | Long Trails state programs | $50,000 |
| THEATERWORKS INC | |||||||
| 233 PEARL ST | HARTFORD | CT | 06103 | N/A | PC | General & Unrestricted | $2,000 |
| TILLETT FOUNDATION INC - ARTS ALIVE | |||||||
| TILLETT GARDENS | ST THOMAS | VI | 00802 | N/A | PC | General & Unrestricted | $500 |
| TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX ST | BEVERLY | MA | 01915 | N/A | PC | General & Unrestricted | $600 |
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INCORPORATE | |||||||
| 9 EDGEWOOD RD ELLIOTT ALUMNI CTR | DURHAM | NH | 03824 | N/A | PC | Kingsbury Hall Atrium Project | $150,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 910 GENESEE ST STE 200 | ROCHESTER | NY | 14611 | N/A | PC | General & Unrestricted | $100 |
| WARM BLANKETS CHILDRENS FOUNDATION | |||||||
| 5105 TOLLVIEW DR STE 155 | ROLLING MEADOWS | IL | 60008 | N/A | PC | General & Unrestricted | $2,500 |
| WASATCH PUBLIC MEDIA | |||||||
| PO BOX 510730 | SALT LAKE CTY | UT | 84151 | N/A | PC | General & Unrestricted | $17,500 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST ST | BOSTON | MA | 02135 | N/A | PC | General & Unrestricted | $3,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,200 |
| ZACHARY AND ELIZABETH M FISHER CENTER FOR ALZHEIME | |||||||
| 110 E 42ND ST 16TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $4,000 |
| ZOOLOGICAL SOCIETY OF CINCINNATI | |||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | N/A | PC | Rhino project | $12,500 |
| ZOOLOGICAL SOCIETY OF CINCINNATI | |||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | N/A | PC | Signature Rhino Project | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,079,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,514 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $436,392 | 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 | $900,912 | 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 | $1,338,818 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,338,818 | 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 (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $126,960 | $225,960 |
| ABBOTT LABS | $103,494 | $179,640 |
| ABBVIE INC | $112,230 | $236,960 |
| ACE LTD | $142,817 | $371,392 |
| AMERN AADV INTL EQ FD INTL | $550,000 | $534,545 |
| APPLE INC | $204,941 | $1,157,859 |
| ARTISAN INTERNATIONAL FUND ADV | $444,150 | $501,927 |
| AT&T, INC | $139,355 | $172,050 |
| BLACKROCK STRAT INC OPP - INS | $360,000 | $350,134 |
| CAMBIAR INTERNATIONAL EQUITY F | $250,706 | $252,549 |
| CHEVRON CORP | $165,563 | $314,860 |
| DODGE & COX INCOME FUND | $450,000 | $441,691 |
| EAGLE SMALL CAP GROWTH I | $180,000 | $235,119 |
| EMERSON ELECTRIC CO | $138,348 | $172,188 |
| EOG RESOURCES INC | $57,332 | $340,641 |
| EXPRESS SCRIPTS HOLDING CO | $74,915 | $212,406 |
| EXXON MOBIL CORP | $225,530 | $420,930 |
| GENERAL ELECTRIC CO | $279,729 | $221,165 |
| GENERAL MILLS INC | $98,074 | $230,640 |
| GOLDMAN SACHS GROUP | $160,889 | $270,345 |
| HARDING LOEVNER INTL EQU | $275,000 | $295,174 |
| HARDING, LOEVNER FUNDS, INC. | $230,000 | $222,128 |
| ISHARES IBOXX $ INVESTMENT GRA | $546,395 | $627,055 |
| ISHARES MSCI EAFE SMALL CAP IN | $192,192 | $194,805 |
| ISHARES NASDAQ BIOTECHNOLOGY | $137,163 | $676,660 |
| ISHARES TR S & P MIDCAP 400 IN | $180,546 | $417,960 |
| JOHNSON & JOHNSON | $251,886 | $513,600 |
| JP MORGAN CHASE | $2,131 | $198,090 |
| MACY'S INC | $78,805 | $90,948 |
| MCDONALD'S CORP | $200,962 | $372,141 |
| MERCK & CO INC | $93,606 | $105,640 |
| MICROSOFT CORP | $244,498 | $377,264 |
| NEXTERA ENERGY, INC | $147,659 | $477,894 |
| NORTHROP GRUMMAN CORP | $76,373 | $420,102 |
| ORACLE CORP | $6,710 | $189,956 |
| PEPSICO INC | $136,041 | $299,760 |
| PROCTER GAMBLE CO | $354,364 | $1,049,720 |
| QUALCOMM INC | $91,730 | $149,955 |
| T ROWE PRICE MID CAP VALUE | $405,456 | $426,704 |
| T. ROWE PRICE ASSOCIATES | $123,668 | $214,470 |
| T. ROWE PRICE SHORT TERM BOND | $1,000,000 | $991,579 |
| TARGET CORPORATION | $81,666 | $181,525 |
| TEMPLETON GLOBAL BD | $309,665 | $277,309 |
| TEVA PHARMECEUTICAL SP ADR | $94,390 | $168,564 |
| UNITED TECHNOLOGIES CORP | $169,457 | $403,494 |
| VANGUARD MSCI EUROPEAN ETF | $265,090 | $254,388 |
| VANGUARD SM-CAP ETF | $75,835 | $110,640 |
| VERIZON COMMUNICATIONS | $114,453 | $184,880 |
| WALT DISNEY HOLDINGS CO | $150,911 | $577,940 |
| WASTE MANAGEMENT INC | $100,680 | $160,110 |
| WALGREENS BOOTS ALLIANCE | $146,998 | $340,620 |
| WFA CORE BOND FD INST | $450,000 | $447,168 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,500 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $69,549 | $69,549 | |
| Bank Charges | $433 | $433 | |
| State or Local Filing Fees | $200 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING SERVICES | $483 | $483 | |
| Investment Management Services | $84,043 | $84,043 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2015 | $12,700 | |
| 990-PF Extension for 2014 | $6,143 | |
| Foreign Tax Paid | $526 | $526 |