WESTWIND FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WESTWIND FOUNDATION (EIN 52-6358830)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-06
- IRS object ID
- 201601589349100255
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-06T11:14:48-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222978848 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEDERSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PASSAIC AVENUE - SUITE 310 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | 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 | 526358830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTWIND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 4349775762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WWM 204 EAST HIGH STREET | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ED MILLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4349775762 | PhoneNum |
| Signature | 2016-05-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E CALLAHAN | PreparerPersonNm |
| PTIN | P01008299 | PTIN |
| Phone | 9737363333 | 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 | $51,923,613 | 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 | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $737,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $737,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$43,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,535,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $694,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $737,736 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,994 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,994 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,357 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $213 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $213 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,278 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $21,914 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,479 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,435 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $67,279 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $16,820 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,459 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $136 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $136 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,040 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,246 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $229,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,073 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,030 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,862,904 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,862,904 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,092,079 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,073 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,929,934 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,397,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $592,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,362,315 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,273,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,273,776 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $37,744,785 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,668,107 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,689,058 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,433 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,278 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,155 | LandEOYAmt |
| Land EOYFMV | $1,155 | LandEOYFMVAmt |
| Other Assets BOY | $96,077 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,095,609 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,959,624 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $59,203,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,038,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,923,613 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,015,783 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,015,783 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $58,187,394 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,022,864 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,203,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,038,647 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,203,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,038,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,203,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,397,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,010 | OtherIncreasesAmt |
| Subtotal | $55,815,405 | SubtotalAmt |
| Other Decreases | $776,758 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,038,647 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY - 5224 | $3,117,155 | $2,996,043 | $121,112 | $121,112 | |
| FIDELITY - 5488 | $111 | $112 | -$1 | -$1 | |
| FOLIO - 46535 | $1,854,998 | $1,985,339 | -$130,341 | -$130,341 | |
| FIDELITY - 5488 | $339,376 | $439,493 | -$100,117 | -$100,117 | |
| FIDELITY - 5224 | $299,970 | $302,719 | -$2,749 | -$2,749 | |
| FOLIO - 46535 | $405,476 | $423,977 | -$18,501 | -$18,501 | |
| CREDIT SUISSE - 0314 | $2,487,578 | $2,445,309 | $42,269 | $42,269 | |
| PENNELL VENTURE PARTNERS MARATHON FUND II, LP - PASSTHROUGH | $14,011 | $14,011 | |||
| CAPITAL GAINS DIVIDENDS | $30,878 | $30,878 | $30,878 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$43,439 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,957,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $52,346,370 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075604 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,621,366 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $52,179,014 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069403 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,778,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $47,694,997 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079224 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,516,713 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,121,664 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070164 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,479,290 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,734,973 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064749 | DistributionYr5Rt |
| Total Distribution | 0.359144 | TotalDistributionRt |
| Average Distribution | 0.071829 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,921,780 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,944,977 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,927 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,950,904 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,929,934 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,853 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,853 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,303 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,903 | TotalPaymentsAndCreditsAmt |
| Overpayment | $50 | OverpaymentAmt |
| Applied To ES Tax | $50 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WESTWINDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4349775762 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WWM 204 EAST HIGH STREET | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD M MILLER | ||||||||
| ROSEMONT FARM | CHARLOTTESVILLE | VA | 22903 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JANET H MILLER | ||||||||
| ROSEMONT FARM | CHARLOTTESVILLE | VA | 22903 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,040,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,189,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,527,851 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,758,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,758,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $836,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,921,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,746,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,746,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,853 | TotalTaxAmt |
| Distributable Before Adj | $2,734,236 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,734,236 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,734,236 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,929,934 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,929,934 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,929,934 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,734,236 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $789,541 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,016,718 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,417,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,019,403 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,328,107 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,571,590 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,929,934 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,734,236 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,195,698 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,767,288 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $789,541 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,977,747 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,016,718 | ExcessFromYear4Amt |
| Excess From Year3 | $1,417,821 | ExcessFromYear3Amt |
| Excess From Year2 | $1,019,403 | ExcessFromYear2Amt |
| Excess From Year1 | $1,328,107 | ExcessFromYear1Amt |
| Excess From Current Year | $1,195,698 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD M MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADVOCATES FOR YOUTH | |||||||
| 2000 M STREET NW SUITE 750 | WASHINGTON | DC | 20036 | NONE | TO FUND OPERATING NEEDS | $300,000 | |
| ALABAMA RIVERS ALLIANCE | |||||||
| 2027 2ND AVENUE NORTH SUITE A | BIRMINGHAM | AL | 35203 | NONE | TO FUND OPERATING NEEDS | $20,000 | |
| AMAZON CONSERVATION ASSOCIATION | |||||||
| 1731 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| AMERICAN CHESTNUT FOUNDATION | |||||||
| 160 ZILLICOA STREET SUITE D | ASHEVILLE | NC | 28801 | NONE | TO FUND OPERATING NEEDS | $2,000 | |
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | TO FUND OPERATING NEEDS | $200 | |
| ANSWER | |||||||
| 41 GORDON ROAD SUITE C | PISCATAWAY | NJ | 08854 | NONE | TO FUND OPERATING NEEDS | $70,000 | |
| APPALACHIAN VOICES | |||||||
| 171 GRAND BOULEVARD | BOONE | NC | 28607 | NONE | TO FUND OPERATING NEEDS | $95,000 | |
| BIG BROTHERS BIG SISTERS | |||||||
| 225 N HIGH STREET 3 | HARRISONBURG | VA | 22802 | NONE | TO FUND OPERATING NEEDS | $2,000 | |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | TO FUND OPERATING NEEDS | $890 | |
| BOYS & GIRLS CLUB OF CHARLOTTESVILLEABLEMARLE | |||||||
| PO BOX 707 | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $68,200 | |
| BUILDING GOODNESS FOUNDATION | |||||||
| PO BOX 4325 | CHARLOTTESVILLE | VA | 22905 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| CARE ELEMENTARY SCHOOL INC | |||||||
| 2025 NW 1ST AVENUE | MIAMI | FL | 33127 | NONE | TO FUND OPERATING NEEDS | $1,500 | |
| CATHOLICS FOR CHOICE | |||||||
| 1436 U ST NW STE 301 | WASHINGTON | DC | 20009 | NONE | TO FUND OPERATING NEEDS | $60,000 | |
| CENTER FOR INTERNATIONAL ENVIRONMENTAL LAW | |||||||
| 1350 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | TO FUND OPERATING NEEDS | $65,000 | 1100 |
| CENTER FOR NONPROFIT EXCELLENCE | |||||||
| PO BOX 5652 | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $2,500 | |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | TO FUND OPERATING NEEDS | $150,000 | |
| CERES | |||||||
| 99 CHAUNCY ST 6TH FLOOR | BOSTON | MA | 02111 | NONE | TO FUND OPERATING NEEDS | $50,000 | |
| CHARLOTTESVILLE AREA COMMUNITY FOUNDATION | |||||||
| PO BOX 1767 | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $2,500 | |
| CHARLOTTESVILLE FREE CLINIC | |||||||
| 1138 ROSE HILL DRIVE SUITE 200 | CHARLOTTESVILLE | VA | 22903 | NONE | TO FUND OPERATING NEEDS | $2,000 | |
| CHESAPEAKE CLIMATE ACTION NETWORK | |||||||
| PO BOX 11138 | TAKOMA PARK | MD | 20912 | NONE | TO FUND OPERATING NEEDS | $85,000 | |
| CITY SCHOOLYARD GARDEN PROGRAM | |||||||
| PO BOX 5282 | CHARLOTTESVILLE | VA | 22905 | NONE | TO FUND OPERATING NEEDS | $500 | |
| CLEAN ENERGY ACTION | |||||||
| PO BOX 1399 | BOULDER | CO | 80306 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| COASTAL MOUNTAINS LAND TRUST | |||||||
| 101 MOUNT BATTIE STREET | CAMDEN | ME | 04843 | NONE | TO FUND OPERATING NEEDS | $3,000 | |
| COMMUNITY FIRST FOUNDATION | |||||||
| 6870 W 52ND AVENUE STE 103 | ARVADA | CO | 80002 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| COMMUNITY INVESTMENT COLLABERATIVE | |||||||
| PO BOX 2976 | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $2,000 | |
| COMMUNITY POWER NETWORK | |||||||
| 1826 LAMONT STREET NW | WASHINGTON | DC | 20010 | NONE | TO FUND OPERATING NEEDS | $15,000 | |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | NONE | TO FUND OPERATING NEEDS | $25,000 | |
| COOK INLET KEEPER | |||||||
| 3734 BEN WALTERS LANE | HOMER | AK | 99603 | NONE | TO FUND OPERATING NEEDS | $35,000 | |
| DKT INTERNATIONAL | |||||||
| 1701 K STREET NW SUITE 900 | WASHINGTON | DC | 20006 | NONE | TO FUND OPERATING NEEDS | $50,000 | |
| EARTHJUSTICE | |||||||
| 426 17TH STREET STE 600 | OAKLAND | CA | 94612 | NONE | TO FUND OPERATING NEEDS | $25,000 | |
| ELK HILL | |||||||
| PO BOX 99 | GOOCHLAND | VA | 23063 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| ENVIRONMENT MAINE | |||||||
| 142 HIGH STREET STE 421 | PORTLAND | ME | 04101 | NONE | TO FUND OPERATING NEEDS | $25,000 | |
| ENVIRONMENTAL INTEGRITY PROJECT | |||||||
| 1 THOMAS CIRCLE SUITE 900 | WASHINGTON | DC | 20005 | NONE | TO FUND OPERATING NEEDS | $10,000 | |
| ETHEL WALKER SCHOOL | |||||||
| 230 BUSHY HILL ROAD | SIMSBURY | CT | 06070 | NONE | TO FUND OPERATING NEEDS | $500 | |
| FEMINIST MAJORITY FOUNDATION | |||||||
| 1600 WILSON BLVD SUITE 801 | ARLINGTON | VA | 22209 | NONE | TO FUND OPERATING NEEDS | $40,000 | |
| FOCUSED ULTRASOUND FOUNDATION | |||||||
| 1230 CEDARS COURT | CHARLOTTELVILLE | VA | 22903 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| FORESTETHICS | |||||||
| 1 HAIGHT STREET | SAN FRANCISCO | CA | 94102 | NONE | TO FUND OPERATING NEEDS | $90,000 | |
| FUNDERS NETWORK ON POPULATION REPRODUCTIVE HEALTH AND RIGHTS | |||||||
| PO BOX 750 | ROCKVILLE | MD | 20848 | NONE | TO FUND OPERATING NEEDS | $17,275 | |
| GASP | |||||||
| 732 MONTGOMERY HWY 405 | BIRMINGHAM | AL | 35216 | NONE | TO FUND OPERATING NEEDS | $25,000 | |
| GLOBAL DOCTORS FOR CHOICE | |||||||
| 55 WEST 39TH STREET 10TH FLOOR | NEW YORK | NY | 10018 | NONE | TO FUND OPERATING NEEDS | $20,000 | |
| GLOBAL GREENGRANTS FUND | |||||||
| 2840 WILDERNESS PLACE SUITE A | BOULDER | CO | 80301 | NONE | TO FUND OPERATING NEEDS | $50,000 | |
| GREEN VALE SCHOOL | |||||||
| 250 VALENTINES LANE | GLEN HEAD | NY | 11545 | NONE | TO FUND OPERATING NEEDS | $500 | |
| GREENPEACE FUND INC | |||||||
| 702 H STREET NW STE 300 | WASHINGTON | DC | 20001 | NONE | TO FUND OPERATING NEEDS | $25,000 | |
| GRIST MAGAZINEINC | |||||||
| 710 SECOND AVENUE SUITE 860 | SEATTLE | WA | 98104 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| GROUNDSWELL FUND | |||||||
| 436 14TH STREET SUITE 729 | OAKLAND | CA | 94612 | NONE | TO FUND OPERATING NEEDS | $30,000 | |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 7305 | CHARLOTTESVILLE | VA | 22906 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| HOUSATONIC RIVER WALK | |||||||
| PO BOX 1018 | GREAT BARRINGTON | MA | 01230 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| HURRICANE ISLAND FOUNDATION | |||||||
| COMMERCIAL STREET | ROCKLAND | ME | 04841 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| HURRICANE ISLAND OUTWARD BOUND SCHOOL | |||||||
| 75 MECHANIC STREET | ROCKLAND | ME | 04841 | NONE | TO FUND OPERATING NEEDS | $20,000 | |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATIONWESTERN HEMISPHER REGION | |||||||
| 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 10038 | NONE | TO FUND OPERATING NEEDS | $175,000 | |
| IPAS | |||||||
| PO BOX 5027 | CHAPEL HILL | NC | 27514 | NONE | TO FUND OPERATING NEEDS | $75,000 | |
| JACKSON LABORATORY | |||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | NONE | TO FUND OPERATING NEEDS | $500 | |
| KONBIT SANTE CAP HAITIEN HEALTH PARTNERSHIP | |||||||
| 126 WILLIAM STREET | PORTLAND | ME | 04103 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| LAND TRUST ALLIANCE INC | |||||||
| 1660 L STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | NONE | TO FUND OPERATING NEEDS | $35,000 | |
| LEHIGH UNIVERSITY | |||||||
| 641 TAYLOR STREET | BETHLEHEM | PA | 18015 | NONE | TO FUND OPERATING NEEDS | $17,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE INC | |||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | TO FUND OPERATING NEEDS | $10,000 | |
| LOCAL FOOD HUB | |||||||
| PO BOX 4647 | CHARLOTTESVILLE | VA | 22905 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND | TOPSHAM | ME | 04086 | NONE | TO FUND OPERATING NEEDS | $20,000 | |
| MAINE ISLAND TRAIL ASSOCIATION | |||||||
| 58 FORE STREET BLDG 30 3RD FLOOR | PORTLAND | ME | 04101 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | TO FUND OPERATING NEEDS | $20,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | TO FUND OPERATING NEEDS | $6,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10021 | NONE | TO FUND OPERATING NEEDS | $3,000 | |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10021 | NONE | TO FUND OPERATING NEEDS | $1,200 | |
| MOTHERS OUT FRONT | |||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | NONE | TO FUND OPERATING NEEDS | $15,000 | |
| MS CARE CENTER AT NYU | |||||||
| HOSPITAL FOR JOINT DISEASES 301 | NEW YORK | NY | 10003 | NONE | TO FUND OPERATING NEEDS | $5,000 | EAST 17TH STREET SUITE 544 |
| MSI-US | |||||||
| PO BOX 35528 | WASHINGTON | DC | 20033 | NONE | TO FUND OPERATING NEEDS | $275,000 | |
| NARAL PRO-CHOICE VIRGINIA FOUNDATION | |||||||
| PO BOX 1204 | ALEXANDRIA | VA | 22313 | NONE | TO FUND OPERATING NEEDS | $15,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 101-A FIRST AVENUE | WALTHAM | MA | 02451 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| NATIONAL URBAN SQUASH AND EDUCATION ASSOCIATION | |||||||
| 795 COLUMBUS AVENUE | ROXBURY CROSSING | MA | 02120 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11 FLOOR | NEW YORK | NY | 10011 | NONE | TO FUND OPERATING NEEDS | $50,000 | |
| NEW VENTURE FUND - FOSSIL FUELS REDUCTION PROJECT | |||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | TO FUND OPERATING NEEDS | $160,000 | 300 |
| OCEAN ONSERVANCY | |||||||
| 1300 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | TO FUND OPERATING NEEDS | $200,000 | |
| PARAMOUNT THEATER | |||||||
| PO BOX 2309 | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $2,500 | |
| PBS FOUNDATION | |||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| PHYSICIANS FOR REPRODUCTIVE CHOICE AND HEALTH | |||||||
| 55 WEST 39TH STREET 10TH FLOOR | NEW YORK | NY | 10018 | NONE | TO FUND OPERATING NEEDS | $40,000 | |
| PIEDMONT CASA | |||||||
| PO BOX 603 | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $2,000 | |
| PINE MANOR COLLEGE | |||||||
| 400 HEATH STREET | CHESTNUT HILL | MA | 02467 | NONE | TO FUND OPERATING NEEDS | $500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | NONE | TO FUND OPERATING NEEDS | $65,000 | |
| PLANNED PARENTHOOD HEALTH SYSTEMS INC | |||||||
| 2964 NYDRAULIC ROAD | CHARLOTTESVILLE | VA | 22901 | NONE | TO FUND OPERATING NEEDS | $45,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | TO FUND OPERATING NEEDS | $15,000 | |
| PORTLAND MUSEUM OF ART | |||||||
| 7 CONGRESS SQ | PORTLAND | ME | 04101 | NONE | TO FUND OPERATING NEEDS | $8,000 | |
| POUND RIDGE LAND CONSERVANCY | |||||||
| 130 OLD STONEHILL ROAD | POUND RIDGE | NY | 10576 | NONE | TO FUND OPERATING NEEDS | $8,000 | |
| PROUTS NECK ASSOCIATION | |||||||
| 499 BLACK POINT ROAD | SCARBOROUGH | ME | 04074 | NONE | TO FUND OPERATING NEEDS | $900 | |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH STREET 10TH FLOOR | OAKLAND | CA | 94607 | NONE | TO FUND OPERATING NEEDS | $140,000 | |
| RACHEL'S NETWORK | |||||||
| 1200 18TH STREET NW SUITE 910 | WASHINGTON | DC | 20036 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA | |||||||
| 914 EMMET ST N | CHARLOTTESVILLE | VA | 22903 | NONE | TO FUND OPERATING NEEDS | $7,000 | |
| RENSSELAER ALUMNI ASSOCIATION | |||||||
| 110 8TH ST | TROY | NY | 12180 | NONE | TO FUND OPERATING NEEDS | $500 | |
| REPORDUCTIVE HEALTH TECHNOLOGIES PROJECT | |||||||
| 1020 19TH STREET NW SUITE 875 | WASHINGTON | DC | 20036 | NONE | TO FUND OPERATING NEEDS | $40,000 | |
| RH REALITY CHECK | |||||||
| 10125 COLESVILLE ROAD 176 | SILVER SPRING | MD | 20901 | NONE | TO FUND OPERATING NEEDS | $30,000 | |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER ROAD | BRONX | NY | 10474 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| RON BROWN SCHOLAR FUND | |||||||
| 1160 PEPSI PL STE 206 | CHARLOTTESVILLE | VA | 22901 | NONE | TO FUND OPERATING NEEDS | $500 | |
| ROQUE BLUFFS COMMUNITY CENTER | |||||||
| 74 SEAWALL POINT | ROQUE BLUFFS | ME | 04654 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| SCARBOROUGH LAND CONSERVATION TRUST | |||||||
| PO BOX 1237 | SCARBOROUGH | ME | 04070 | NONE | TO FUND OPERATING NEEDS | $12,500 | |
| SENIOR CENTER INCORPORATED | |||||||
| 1180 PEPSI PLACE | CHARLOTTESVILLE | VA | 22901 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| SEXUALITY INFORMATION AND EDUCATION COUNCIL OF THE UNITED STATES | |||||||
| 90 JOHN STREET SUITE 402 | NEW YORK | NY | 10038 | NONE | TO FUND OPERATING NEEDS | $60,000 | |
| SHENANDOAH NATIONAL PARK TRUST | |||||||
| 414 E MARKET STREET STE D | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| SKY TRUTH | |||||||
| PO BOX 3283 | SHEPERDSTOWN | WV | 25443 | NONE | TO FUND OPERATING NEEDS | $25,000 | |
| SMALL DISCERTIONARY GRANTS | |||||||
| VARIOUS LOCATIONS - 232 EAST HIGH | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $7,464 | STREET |
| SOUTH CAROLINA COSTAL CONSERVATION LEAGUE INC | |||||||
| PO BOX 1765 | CHARLESTON | SC | 29402 | NONE | TO FUND OPERATING NEEDS | $35,000 | |
| SOUTHERN ALLIANCE FOR CLEAN ENERGY | |||||||
| PO BOX 1842 | KNOXVILLE | TN | 37901 | NONE | TO FUND OPERATING NEEDS | $100,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN STREET SUITE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $200,000 | |
| SPECIAL OLYMPICS MAINE | |||||||
| 125 JOHN ROBERTS ROAD SUITE 19 | SOUTH PORTLAND | ME | 04106 | NONE | TO FUND OPERATING NEEDS | $4,000 | |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 13 FEDERAL STREET | BRUNSWICK | MA | 04011 | NONE | TO FUND OPERATING NEEDS | $675 | |
| STREETSQUASH | |||||||
| 40W 116TH STREET | NEW YORK | NY | 10026 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| SUSAN L CURTIS CHARITABLE FOUNDATION | |||||||
| PO BOX 821 | PORTLAND | ME | 04104 | NONE | TO FUND OPERATING NEEDS | $1,500 | |
| TABOR ACADEMY | |||||||
| ALUMNI HOUSE | MARION | MA | 02738 | NONE | TO FUND OPERATING NEEDS | $5,100 | |
| TANZANIAN CHILDREN'S FUND | |||||||
| PO BOX 382006 | CAMBRIDGE | MA | 02238 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| TENNESSEE CLEAN WATER NETWORK | |||||||
| PO BOX 1521 | KNOXVILLE | TN | 37901 | NONE | TO FUND OPERATING NEEDS | $25,000 | |
| TEXAS A&M UNIVERSITY | |||||||
| 505 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| THE COMPASS PROJECT | |||||||
| 170 ANDERSON STREET | PORTLAND | ME | 04103 | NONE | TO FUND OPERATING NEEDS | $2,000 | |
| THE HEALTH WAGON | |||||||
| 163 NUMBER TEN STREET | CLINCHCO | VA | 24226 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| THE HILL SCHOOL | |||||||
| 717 EAST HIGH STREET | POTTSTOWN | PA | 19464 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| THE MUNICIPAL BAND OF CHARLOTTESVILLE INC | |||||||
| 1119 5TH STREET SW SUITE B | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| THE SIERRA CLUB FOUNDATION | |||||||
| 85 SECOND STREET SW | SAN FRANCISCO | CA | 94105 | NONE | TO FUND OPERATING NEEDS | $20,000 | |
| THE WOMEN'S INITIATIVE | |||||||
| 1101 E HIGH STREET | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $2,000 | |
| THOMAS JEFFERSON FOUNDATION | |||||||
| PO BOX 217 | CHARLOTTESVILLE | VA | 22902 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| TRUDEAU INSTITUTE | |||||||
| 154 ALGONQUIN AVENUE | SARANAC LAKE | NY | 12983 | NONE | TO FUND OPERATING NEEDS | $4,000 | |
| TRUSTEES FOR ALASKA | |||||||
| 1026 W 4TH AVENUE SUITE 201 | ANCHORAGE | AK | 99501 | NONE | TO FUND OPERATING NEEDS | $40,000 | |
| TUFTS UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 80 GEORGE STREET | MEDFORD | MA | 02155 | NONE | TO FUND OPERATING NEEDS | $50,000 | |
| UN FOUNDATION | |||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | NONE | TO FUND OPERATING NEEDS | $50,000 | 300 |
| UNIVERSITY OF RICHMOND | |||||||
| OFFICE OF ADVANCEMENT MARYLAND HALL | RICHMOND | VA | 23173 | NONE | TO FUND OPERATING NEEDS | $5,000 | CAMPUS DRIVE |
| UVA HEALTH FOUNDATION | |||||||
| PO BOX 800773 | CHARLOTTESVILLE | VA | 22908 | NONE | TO FUND OPERATING NEEDS | $8,000 | |
| UVA MILLER CENTER OF PUBLIC AFFAIRS | |||||||
| PO BOX 400406 | CHARLOTTESVILLE | VA | 22904 | NONE | TO FUND OPERATING NEEDS | $1,000 | |
| VALLEY CHILDREN'S ADVOCACY CENTER | |||||||
| 1234 E MIDDLEBROOK AVE | STAUNTON | VA | 24401 | NONE | TO FUND OPERATING NEEDS | $500 | |
| VINCENT CLUB | |||||||
| 71 BRIMMER STREET | BOSTON | MA | 02108 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| VIRGINIA CONSERVATION NETWORK | |||||||
| 422 EAST FRANKLIN STREET STE 303 | RICHMOND | VA | 23219 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| VIRGINIA ORGANIZING | |||||||
| 703 CONCORD AVENUE | CHARLOTTESVILLE | VA | 22903 | NONE | TO FUND OPERATING NEEDS | $47,000 | |
| WETLANDS WATCH | |||||||
| PO BOX 9335 | NORFOLK | VA | 23505 | NONE | TO FUND OPERATING NEEDS | $25,000 | |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | TO FUND OPERATING NEEDS | $2,000 | |
| WILLIAMSTOWN THEATRE FESTIVAL | |||||||
| PO BOX 517 | WILLIAMSTOWN | MA | 01267 | NONE | TO FUND OPERATING NEEDS | $8,000 | |
| WVTF PUBLIC RADIO | |||||||
| 3520 KINGSBURY LANE | ROANOKE | VA | 24014 | NONE | TO FUND OPERATING NEEDS | $5,000 | |
| YOUTH TECH HEALTH | |||||||
| 409 13TH STREET | OAKLAND | CA | 94612 | NONE | TO FUND OPERATING NEEDS | $70,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,862,904 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $77 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $737,659 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $30,878 | ExclusionAmt |
| Related Or Exempt Function Incm | -$74,317 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $768,614 | ExclusionAmt |
| Related Or Exempt Function Incm | -$74,317 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $694,297 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | CAPITAL GAINS/LOSSES GENERATED BY THE FOUNDATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,850 | Amt |
| Net Investment Income | $6,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| APPLE MACBOOK AIR | 2015-10-30 | $1,276 | 200DB | 5.000000000000 | $670 | $0 |
| APPLE MACBOOK AIR | 2015-12-09 | $1,157 | 200DB | 5.000000000000 | $608 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VIRGINIA NATIONAL BANK | $84,000 | $202,020 |
| GOLDMAN SACHS ACCT. 4SKR | $7,599,856 | $5,600,446 |
| FIDELITY ACCT. 5224 | $35,363,640 | $34,871,842 |
| FIDELITY ACCT. 5488 | $6,616,676 | $6,027,048 |
| CREDIT SUISSE ACCT. 0314 | $0 | $0 |
| FOLIO ACCT. 46535 | $1,003,935 | $987,702 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| APPLE MACBOOK AIR | $1,276 | $670 | $606 |
| APPLE MACBOOK AIR | $1,157 | $608 | $549 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,994 | LegalFeesAmt |
| Net Investment Income | $10,994 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PENNELL VENTURE PARTNERS | $9,692 | $9,663 | $9,663 |
| TALL OAKS | $41,954 | $41,076 | $41,076 |
| PENNELL VENTURE MARATHON II | $44,431 | $44,870 | $44,870 |
| FOLGER HILL PARTNERS (CAYMAN) LTD | $3,000,000 | $2,864,015 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $776,758 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS & ENTERTAINMENT | $12,789 | $0 | $0 |
| BANK CHARGES | $1,740 | $1,740 | $0 |
| BUSINESS GIFTS | $316 | $316 | $0 |
| LOCAL PARKING | $3,005 | $0 | $0 |
| OFFICE SUPPLIES | $2,469 | $2,469 | $0 |
| POSTAGE | $355 | $355 | $0 |
| SUBSCRIPTIONS | $5,043 | $5,043 | $0 |
| UTILITIES | $9,023 | $9,023 | $0 |
| PROFESSIONAL SOCIETY DUES | $4,850 | $4,850 | $0 |
| PROGRAM EXPENSES | $8,747 | $8,747 | $0 |
| DATA MANAGEMENT | $29,494 | $29,494 | $0 |
| COMPUTER SOFTWARE | $116 | $116 | $0 |
| INVESTMENT FEES | $3,093 | $3,093 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $10,010 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $14,160 | $14,160 | $0 |
| TALL OAKS CAPITAL, LLC - INVESTMENT FEES | $2,197 | $2,197 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $23,114 | Amt |
| Net Investment Income | $23,114 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |