VAN SLOUN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VAN SLOUN FOUNDATION (EIN 04-6691809)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-28
- IRS object ID
- 202513019349100111
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T10:06:49-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 384332472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACON ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 WAREHAM RD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046691809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN SLOUN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BALDWIN BROTHERS LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANS | BusinessNameControlTxt |
| Phone | 5087480800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 576 | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH VAN SLOUN | PersonNm |
| Person Title | EXECUTIVE DIREC | PersonTitleTxt |
| Phone | 5087480800 | PhoneNum |
| Signature | 2025-10-22 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L MCARDLE JR CPA | PreparerPersonNm |
| PTIN | P00146401 | PTIN |
| Phone | 5087481611 | PhoneNum |
| Preparation | 2025-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,361,226 | 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 | $9,239,570 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,739 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,739 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,739 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $491,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $491,560 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $491,560 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $100,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $100,000 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $100,000 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $82,681 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $132,833 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,768,527 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $756,295 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,965,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,349,594 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $593,299 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,975 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $101,211 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $101,211 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $101,211 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $28,980 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,480 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $7,480 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $17,319 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $17,319 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $17,319 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,634 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,370 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,045 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,045 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $218,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $132,030 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,211,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,211,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,429,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $132,030 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,251,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,536,213 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,217,564 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $461,269 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $2,606,680 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,077,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,077,333 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $71 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,269 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $14,149,941 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,445,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,445,893 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,185,868 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $808,796 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $394,391 | LandBOYAmt |
| Land EOY | $377,072 | LandEOYAmt |
| Land EOYFMV | $4,838,000 | LandEOYFMVAmt |
| Total Assets BOY | $17,151,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,902,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,361,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,151,083 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,902,569 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,151,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,902,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,151,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,902,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,151,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,536,213 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,215,273 | OtherIncreasesAmt |
| Subtotal | $28,902,569 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,902,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM REPORTED CHARLES SCHWAB | D | 2022-01-01 | 2024-01-01 | $1,577,918 | $791,274 | $786,644 | $786,644 |
| SHORT TERM REPORTED CHARLES SCHWAB | P | 2024-01-01 | 2024-01-02 | $155,962 | $185,652 | -$29,690 | -$29,690 |
| 500 SHS ALTRIA GROUP | P | 2019-02-24 | 2024-06-27 | $22,734 | $25,721 | -$2,987 | -$2,987 |
| 240 SHS WEYERHAEUSER | P | 2019-02-24 | 2024-06-27 | $6,755 | $6,461 | $294 | $294 |
| ISHARES GOLD TRUST | P | 2019-02-24 | 2024-06-27 | $2,198 | $2,198 | ||
| 35 SHS SANDOZ | P | 2019-02-24 | 2024-06-27 | $1,279 | $926 | $353 | $353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $756,295 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$29,690 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,924 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,924 | SubtotalAmt |
| Tax Based On Investment Income | $16,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,981 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $33,981 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,057 | OverpaymentAmt |
| Applied To ES Tax | $17,057 | 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 | MA | 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 | JOSEPH VAN SLOUN | IndividualWithBooksNm |
| Phone | 5087480800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3527 JIDANA LANE | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55345 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH VAN SLOUN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3527 JIDANA LANE | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55345 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $40,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $22,254,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,089,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,838,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,182,504 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $29,182,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $437,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,744,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,437,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,437,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,924 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,924 | TotalTaxAmt |
| Distributable Before Adj | $1,420,314 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,420,314 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,420,314 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,251,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,251,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,420,314 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $88,604 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,109 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,713 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,251,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,251,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $93,713 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $93,713 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $75,101 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH VAN SLOUN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3527 JIDANA LANE | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55345 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9529386088 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUESTING FUNDS WITH INTENDED USE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MASSACHUSETTS AMHERST | ||||||||
| 300 MASSACHUSETTS AVE | AMHERST | MA | 01003 | NONE | PC | UNRESTRICTED | $1,000 | |
| PAUL SMITH'S COLLEGE | ||||||||
| 777 NY-30 | PAUL SMITHS | NY | 12970 | NONE | PC | UNRESTRICTED | $2,000 | |
| UNIVERSITY OF MINNESOTA TWIN CITIES | ||||||||
| 271 19TH AVE S | MINNEAPOLIS | MN | 55455 | NONE | PC | UNRESTRICTED | $1,000 | |
| UNIVERSITY OF KENTUCKY | ||||||||
| 344 S MARTIN LUTHER KING | LEXINGTON | KY | 40506 | NONE | PC | UNRESTRICTED | $1,000 | |
| FAXON ANIMAL CARE & ADOPTION CENTER | ||||||||
| 474 DURFEE ST | FALL RIVER | MA | 02720 | NONE | PC | UNRESTRICTED | $10,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | UNRESTRICTED | $5,000 | |
| FAXON ANIMAL CARE & ADOPTION CENTER | ||||||||
| 474 DURFEE ST | FALL RIVER | MA | 02720 | NONE | PC | UNRESTRICTED | $10,000 | |
| DANA HALL SCHOOL | ||||||||
| 45 DANA RD | WELLESLEY | MA | 02482 | NONE | PC | UNRESTRICTED | $1,750 | |
| BOWDOIN COLLEGE | ||||||||
| 255 MAINE ST | BRUNSWICK | ME | 04011 | NONE | PC | UNRESTRICTED | $2,500 | |
| COMMUNITY NURSE HOME CARE | ||||||||
| 62 CENTER ST | FAIRHAVEN | MA | 02719 | NONE | PC | UNRESTRICTED | $250 | |
| TABOR ACADEMY | ||||||||
| 226 FRONT STREET | MARION | MA | 02738 | NONE | PC | UNRESTRICTED | $500 | |
| UNIVERSITY OF VERMONT | ||||||||
| 149 UNIVERSITY PLACE | BURLINGTON | VT | 05405 | NONE | PC | UNRESTRICTED | $1,000 | |
| SOUTH COAST HARVEST FESTIVAL | ||||||||
| 200 PINE HILL RD | WESTPORT | MA | 02790 | NONE | PC | UNRESTRICTED | $5,000 | |
| ALLEN'S NECK FRIENDS MEETING | ||||||||
| 739 HORSENECK RD | DARTMOUTH | MA | 02748 | NONE | PC | UNRESTRICTED | $10,000 | |
| FAXON ANIMAL CARE & ADOPTION CENTER | ||||||||
| 474 DURFEE ST | FALL RIVER | MA | 02720 | NONE | PC | UNRESTRICTED | $10,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | UNRESTRICTED | $12,000 | |
| MINNESOTA LANDSCAPE ARBORETUM | ||||||||
| 3675 ARBORETUM DR | CHASKA | MN | 55318 | NONE | PC | UNRESTRICTED | $3,000 | |
| MINNESOTA STATE HORTICUTLURAL | ||||||||
| 1935 COUNTY ROAD B2 W125 | ROSEVILLE | MN | 55113 | NONE | PC | UNRESTRICTED | $2,000 | |
| BLITHEWOLD INC | ||||||||
| 101 FERRY RD | BRISTOL | RI | 02809 | UNRESTRICTED | $20,000 | |||
| MINNESOTA LANDSCAPE ARBORETUM | ||||||||
| 3675 ARBORETUM DR | CHASKA | MN | 55318 | NONE | PC | UNRESTRICTED | $40,000 | |
| MONTANA STATE UNIV ALUMNI FOUN | ||||||||
| 1501 S 11TH AVE | BOZEMAN | MT | 59715 | NONE | PC | UNRESTRICTED | $5,000 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | NONE | PC | UNRESTRICTED | $10,000 | |
| GREAT RIVER GREENING | ||||||||
| 251 STARKEY ST 200 | ST PAUL | MN | 55107 | NONE | PC | UNRESTRICTED | $10,000 | |
| MARIE SELBY BOTANICAL GARDENS | ||||||||
| 1534 MOUND STREET | SARASOTA | FL | 34236 | NONE | PC | UNRESTRICTED | $10,000 | |
| LLOYD CENTER FOR THE ENVIORNMENT | ||||||||
| 430 POTOMSKA RD | SOUTH DARTMOUTH | MA | 02748 | NONE | PC | UNRESTRICTED | $8,000 | |
| DUCKS UNLIMTED INC | ||||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PC | UNRESTRICTED | $15,000 | |
| MASS AUDUBON | ||||||||
| 208 S GREAT ROAD | LINCOLN | MA | 01773 | NONE | PC | UNRESTRICTED | $20,000 | |
| WESTPORT RIVER WATERSHED ALLIANCE | ||||||||
| 493 OLD COUNTY RD | WESTPORT | MA | 02790 | UNRESTRICTED | $7,000 | |||
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | UNRESTRICTED | $24,000 | |
| CLINIC FOR THE REHABILITATION | ||||||||
| 251 STARKEY ST 2200 | ST PAUL | MN | 55107 | NONE | PC | UNRESTRICTED | $10,000 | |
| AUDUBON MINNESOTA | ||||||||
| 2355 HIGHWAY 36 WEST 400 | ROSEVILLE | MN | 55113 | NONE | PC | UNRESTRICTED | $17,500 | |
| NATIONAL EAGLE CENTER | ||||||||
| 50 PEMBROKE AVE | WABASHA | MN | 55981 | NONE | PC | UNRESTRICTED | $10,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | UNRESTRICTED | $10,000 | |
| COMMONWEALTH OF MASSACHUESETTS | ||||||||
| 836 S RODNEY FRENCH BLVD | NEW BEDFORD | MA | 02744 | NONE | SHARK AWARENESS | $15,000 | C/O DIVISION OF MARINE FISHERIES | |
| NATIONAL MARINE LIFE CENTER | ||||||||
| 120 MAIN ST | BUZZARDS BAY | MA | 02532 | NONE | PC | UNRESTRICTED | $15,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | UNRESTRICTED | $21,000 | |
| ALICE LLOYD COLLEGE | ||||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PC | UNRESTRICTED | $55,000 | |
| BEREA COLLEGE | ||||||||
| 101 CHESTNUT ST | BEREA | KY | 40403 | NONE | PC | UNRESTRICTED | $20,000 | |
| FRIENDS ACADEMY | ||||||||
| 1088 TUCKER RD | NORTH DARTMOUTH | MA | 02747 | NONE | PC | UNRESTRICTED | $10,000 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 N BEACON ST | WATERTOWN | MA | 02472 | NONE | PC | UNRESTRICTED | $19,700 | |
| NEW BEDFORD STAR KIDS | ||||||||
| 1213 PURCHASE ST 208 | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $20,000 | |
| NAVITY PREPATORY SCHOOL | ||||||||
| 1515 LINDEN ST | WILMINGTON | DE | 19805 | NONE | PC | UNRESTRICTED | $25,000 | |
| OUR SISTERS' SCHOOL | ||||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $25,000 | |
| EVKIDS | ||||||||
| 218 ADAMS ST | BOSTON | MA | 02122 | NONE | PC | UNRESTRICTED | $5,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | UNRESTRICTED | $20,000 | |
| SOUTHCOAST COMMUNITY FOUNDATION | ||||||||
| 350 UNION ST | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $50,000 | |
| COGGESHALL FARM MUSEUM | ||||||||
| 1 COLT DR | BRISTOL | RI | 02809 | NONE | PC | UNRESTRICTED | $5,000 | |
| FALL RIVER HISTORICAL SOCIETY | ||||||||
| 451 ROCK ST | FALL RIVER | MA | 02720 | NONE | PC | UNRESTRICTED | $15,000 | |
| THE SAN MIGUEL SCHOOL | ||||||||
| 525 BRANCH AVE | PROVIDENCE | RI | 02904 | NONE | PC | UNRESTRICTED | $10,000 | |
| AMERICAN INDIAN MOVEMENT | ||||||||
| 1113 E FRANKLIN AVE 103 | MINNEAPOLIS | MN | 55404 | NONE | PC | UNRESTRICTED | $10,000 | |
| FAMILY SERVICE OF RHODE ISLAND | ||||||||
| 134 THURBERS AVE 102 | PROVIDENCE | RI | 02905 | NONE | PC | UNRESTRICTED | $8,000 | |
| FRED HUTCHINSON CANCER RESEARCH | ||||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | NONE | PC | UNRESTRICTED | $60,000 | |
| FRONTIER NURSING UNIVERSITY | ||||||||
| 2050 LEXINGTON RD | VERSAILLES | KY | 40383 | NONE | PC | UNRESTRICTED | $10,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | UNRESTRICTED | $30,000 | |
| MEETING STREET | ||||||||
| 1000 EDY STREET 4739 | PROVIDENCE | RI | 02905 | NONE | PC | UNRESTRICTED | $10,000 | |
| BRIGHAM & WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | NONE | PC | UNRESTRICTED | $12,000 | |
| EASTERSEALS SOUTHWEST FLORIDA | ||||||||
| 350 BRADEN AVE | SARASOTA | FL | 34243 | NONE | PC | UNRESTRICTED | $20,000 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PC | UNRESTRICTED | $10,000 | |
| CAMP SUNSHINE | ||||||||
| 35 ACADIA RD | CASCO | ME | 04015 | NONE | PC | UNRESTRICTED | $10,000 | |
| THE FAMILY PANTRY- DAMIEN'S PLACE | ||||||||
| 242 MARION RD | WAREHAM | MA | 02571 | NONE | PC | UNRESTRICTED | $20,000 | |
| OPEN ARMS OF MINNESOTA | ||||||||
| 2500 BLOOMINGTON AVE | MINNEAPOLIS | MN | 55404 | NONE | PC | UNRESTRICTED | $5,000 | |
| ICA FOOD SHELF | ||||||||
| 11588 K-TEL DR | MINNETONKA | MN | 55343 | NONE | PC | UNRESTRICTED | $5,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $5,000 | |
| FEED MY STARVING CHILDREN | ||||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | NONE | PC | UNRESTRICTED | $5,000 | |
| SHELTERBOX USA | ||||||||
| PO BOX 5055 | SANTA BARBARA | CA | 93150 | NONE | PC | UNRESTRICTED | $5,000 | |
| ANIMAL RESCUE LEAGUE OF FALL RIVER | ||||||||
| 474 DURFEE ST | FALL RIVER | MA | 02720 | NONE | PC | UNRESTRICTED | $20,000 | |
| FAIRHAVEN ANIMAL SHELTER | ||||||||
| 200 BRIDGE ST | FAIRHAVEN | MA | 02719 | NONE | PC | UNRESTRICTED | $5,000 | |
| FAIRHAVEN POLICE K9 ACCOUNT | ||||||||
| 1 BRYANT LN | FAIRHAVEN | MA | 02719 | NONE | PC | UNRESTRICTED | $5,000 | |
| DOGS INC | ||||||||
| 4210 77TH ST E | PALMETTO | FL | 34221 | NONE | PC | UNRESTRICTED | $10,000 | |
| AMERICA'S VETDOGS | ||||||||
| 371 MIDDLE COUNTY RD | SMITHTOWN | NY | 11787 | NONE | PC | UNRESTRICTED | $24,000 | |
| CUMMINGS SCHOOL OF VETERINARY | ||||||||
| 200 WESTBORO RD | NORTH GRAFTON | MA | 01536 | NONE | PC | UNRESTRICTED | $10,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 SE OAK ST 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | UNRESTRICTED | $56,800 | |
| TRUSTEES UNIVERSITY OF PENNSYLVANIA | ||||||||
| PO BOX A85541 | PHILADELPHIA | PA | 19178 | NONE | PC | UNRESTRICTED | $175,000 | |
| NEW ENGLAND AQUARIUM | ||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | NONE | PC | UNRESTRICTED | $5,000 | |
| AMERICAN FRIENDS OF THE UNIVERSITY | ||||||||
| 500 FIFTH AVE 32ND FLOOR | NEW YORK | NY | 10110 | NONE | PC | UNRESTRICTED | $15,000 | |
| TABOR ACADEMY | ||||||||
| 226 FRONT ST | MARION | MA | 02738 | NONE | PC | UNRESTRICTED | $5,000 | |
| FAIRHAVEN ANIMAL SHELTER | ||||||||
| 200 BRIDGE ST | FAIRHAVEN | MA | 02719 | NONE | PC | UNRESTRICTED | $5,000 | |
| CAN DO CANINES | ||||||||
| 9440 SCIENCE CENTER DR | NEW HOPE | MN | 55428 | NONE | PC | UNRESTRICTED | $3,000 | |
| MIGIZI | ||||||||
| 1845 E LAKE ST | MINNEAPOLIS | MN | 55407 | NONE | PC | UNRESTRICTED | $2,000 | |
| BABY RHINO RESCUE | ||||||||
| 1744 DEERHILL TRAIL | TOPANGA | CA | 90290 | NONE | PC | UNRESTRICTED | $2,000 | |
| MIGIZI | ||||||||
| 1845 E LAKE ST | MINNEAPOLIS | MN | 55407 | NONE | PC | UNRESTRICTED | $2,000 | |
| NATIONAL PARKS OF LAKE SUPERIOR | ||||||||
| 420 SUMMIT AVE | ST PAUL | MN | 55102 | NONE | PC | UNRESTRICTED | $1,000 | |
| BENTLEY UNIVERSITY | ||||||||
| 175 FOREST ST | WALTHAM | MA | 02452 | NONE | PC | UNRESTRICTED | $1,000 | |
| CARE RING | ||||||||
| 601 E 5TH ST SUITE 140 | CHARLOTTE | NC | 28202 | NONE | PC | UNRESTRICTED | $1,000 | |
| NAMI NEW HAMPSHIRE | ||||||||
| 85 N STATE ST | CONCORD | NH | 03301 | NONE | PC | UNRESTRICTED | $1,000 | |
| PREVENT CHILD ABUSE NORTH CAROLINA | ||||||||
| 3000 AERIAL CENTER PKWY | MORRISVILLE | NC | 27560 | NONE | PC | UNRESTRICTED | $1,000 | |
| TABOR ACADEMY | ||||||||
| 226 FRONT ST | MARION | MA | 02738 | 1000 | PC | UNRESTRICTED | $1,000 | |
| FAXON ANIMAL CARE & ADOPTION CENTER | ||||||||
| 474 DURFEE ST | FALL RIVER | MA | 02720 | NONE | PC | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,211,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,739 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $491,560 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $82,681 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,833 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $708,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $708,813 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| NEIL VAN SLOUN REVOCABLE TRUST | |||||||
| 1 | 3527 JIDANA LANE | MINNETONKA | MN | 55345 | $4,295,259 | Yes (X) | Yes (X) |
| SYLVIA VAN SLOUN REVOCABLE TRUST | |||||||
| 2 | 3527 JINANA LANE | MINNETONKA | MN | 55345 | $4,944,311 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED STOCK | $3,758,055 | 2024-06-24 |
| 2 | PUBLICLY TRADED SECURITIES | $4,088,565 | 2024-06-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $4,975 | Amt |
| Net Investment Income | $4,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,975 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (22 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDING NURSERY | 1988-12-15 | $6,600 | $6,600 | 200DB | 10.0000 | |||
| BUILDING 60X80 | 1992-01-01 | $80,000 | $78,634 | S/L | 31.5000 | $1,366 | $1,366 | $1,366 |
| BUILDING DARTMOOR FARM | 2001-01-01 | $180,000 | $150,277 | S/L | 27.5000 | $6,545 | $6,545 | $6,545 |
| GREENHOUSE PARADISE DRIVE | 2001-09-20 | $209,157 | $169,543 | S/L | 27.5000 | $7,606 | $7,606 | $7,606 |
| DUCT WORK | 1989-04-15 | $2,300 | $2,300 | S/L | 31.5000 | |||
| ELECTRICAL | 1989-04-15 | $5,913 | $5,913 | S/L | 31.5000 | |||
| HEATER | 1989-04-15 | $725 | $725 | S/L | 31.5000 | |||
| SEPTIC SYSTEM | 1989-04-15 | $6,867 | $6,867 | S/L | 31.5000 | |||
| FLOORING | 1989-04-15 | $1,695 | $1,695 | S/L | 31.5000 | |||
| DUCT WORK | 1989-03-15 | $360 | $350 | S/L | 31.5000 | |||
| LIGHTING | 1989-04-01 | $2,584 | $2,584 | 200DB | 5.0000 | |||
| CABINETS | 1989-04-01 | $1,352 | $1,352 | S/L | 31.5000 | |||
| LAND DRIFT ROAD | 1992-01-01 | $30,000 | ||||||
| LAND DARTMOOR | 2001-01-01 | $240,000 | ||||||
| LAND PARADISE DRIVE | 2001-09-20 | $35,000 | ||||||
| MORTON BUILDING | 1989-04-15 | $16,800 | $16,800 | S/L | 31.5000 | |||
| MORTON BUILDING | 1991-12-16 | $11,600 | $11,423 | S/L | 31.5000 | |||
| MORTON BUILDING | 1992-10-21 | $38,220 | $37,856 | S/L | 31.5000 | $364 | $364 | $364 |
| MORTON BUILDING 36X24 | 1994-04-04 | $23,250 | $17,083 | S/L | 39.0000 | $596 | $596 | $596 |
| MORTON BUILDING | 1998-03-01 | $32,845 | $20,875 | S/L | 39.0000 | $842 | $842 | $842 |
| MORTON BUILDING 150X60 | 2002-04-12 | $169,600 | $169,600 | 150DB | 20.0000 | |||
| MORTON BUILDING DARTMOOR | 2003-02-10 | $91,000 | $91,000 | 200DB | 5.0000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS SECURITIES BALDWIN WEALTH | StockNm |
| EOY Book Value | $27,445,893 | EOYBookValueAmt |
| EOYFMV | $27,445,893 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| $880,868 | $808,796 | $72,072 | |
| $305,000 | $305,000 | $4,838,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| TECHNOLOGY | $10,700 | ||
| INSURANCE | $1,625 | ||
| ADR FEES | $1,045 | $1,045 | $1,045 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $3,215,273 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $101,211 | Amt |
| Net Investment Income | $101,211 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $101,211 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $7,480 | $7,480 | $7,480 | |
| COMMONWEALTH OF MA | $500 | $500 | ||
| UNITED STATES TREASURY | $21,000 |