FOWLER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FOWLER FAMILY CHARITABLE FOUNDATION INC (EIN 36-4516382)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-21
- IRS object ID
- 201531119349100703
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-21T15:43:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364516382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fowler Family Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FOWL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard L Fowler Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-04-07 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $595,029 | 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 | $81,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,847 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,319 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $106,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,211 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,161 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,211 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,878 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,063 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $438,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $472,373 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $567,966 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $447,336 | TotalAssetsBOYAmt |
| Total Assets EOY | $499,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $595,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $447,336 | RetainedEarningBOYAmt |
| Retained Earning EOY | $499,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $447,336 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $499,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $447,336 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $499,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $447,336 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,100 | ExcessRevenueOverExpensesAmt |
| Subtotal | $499,436 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $499,436 | 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 | $30,319 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,319 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,319 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,319 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $333,816 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089196 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $178,630 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099507 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,345 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $148,308 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.130438 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,499 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $124,201 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.156996 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,377 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $103,144 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.178168 | DistributionYr5Rt |
| Total Distribution | 0.654305 | TotalDistributionRt |
| Average Distribution | 0.130861 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $527,294 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,002 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $412 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,414 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $824 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $824 | SubtotalAmt |
| Tax Based On Investment Income | $824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $24 | 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 | DE | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Brian Scott Fowler | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Jason Brooks Fowler | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Patricia H Fowler | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Richard C Fowler Jr | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Richard Charles Fowler III | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| 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 | $516,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $535,324 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $535,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $527,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $824 | TotalTaxAmt |
| Distributable Before Adj | $25,541 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,541 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,275 | 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 | $53,275 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $53,275 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,541 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $13,716 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,689 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,511 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,845 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,951 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,275 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,541 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,734 | RemainingDistriFromCorpusAmt |
| Total Corpus | $90,685 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,716 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $76,969 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,689 | ExcessFromYear4Amt |
| Excess From Year3 | $12,511 | ExcessFromYear3Amt |
| Excess From Year2 | $9,190 | ExcessFromYear2Amt |
| Excess From Year1 | $13,845 | ExcessFromYear1Amt |
| Excess From Current Year | $27,734 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA H FOWLER | ContributingManagerNm |
| Contributing Manager | RICHARD C FOWLER JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLLETON RIVER FERAL CAT FUND | |||||||
| 3 LAUREL HILL COURT | BLUFFTON | SC | 29910 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC | |||||||
| PO BOX 23019 | HILTON HEAD ISLAND | SC | 29925 | N/A | PC | CFL-CRP OSC Fund | $250 |
| DORSET THEATRE FESTIVAL | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | Capital Campaign | $25,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 2747 | BLUFFTON | SC | 29910 | N/A | PC | General & Unrestricted | $1,000 |
| SOFT BONES INC THE US HYPOPHOSPHATASIA FOUNDATION | |||||||
| 121 HAWKINS PL ste 267 | BOOTON | NJ | 07005 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | 2014 Music Program | $5,000 |
| SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION INC | |||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | SO I | General & Unrestricted | $5,000 |
| THE ARC OF ESSEX COUNTY INC | |||||||
| 123 NAYLON AVE | LIVINGSTON | NJ | 07039 | N/A | PC | Strong & Achieving Campaign | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,250 | 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 | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,847 | 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 | $14,644 | 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 | $25,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,536 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Fowler Jr Richard C | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 26 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $81,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $6,957 | $13,146 |
| AT&T, INC | $4,432 | $5,374 |
| BAXTER INTERNATIONAL INC. | $3,918 | $5,497 |
| BERKSHIRE HATHAWAY INC. CL B | $4,580 | $12,613 |
| CELGENE CORP | $46,248 | $50,672 |
| COCA-COLA CO | $9,895 | $12,666 |
| CONOCOPHILLIPS | $6,133 | $6,906 |
| DODGE & COX INCOME FUND | $19,338 | $20,585 |
| DREXEL HAMILTON CENTRE AMERICA | $20,089 | $27,141 |
| HARBOR CAPITAL APPRECIATION FD | $10,431 | $21,351 |
| HOME DEPOT INC. | $9,442 | $15,746 |
| INGERSOL-RAND PLC | $5,613 | $9,509 |
| INTEL CORP | $6,697 | $10,887 |
| ISHARES TR S & P MIDCAP 400 | $28,215 | $32,580 |
| ISHARES TRUST MSCI EAFE INDEX | $18,286 | $18,252 |
| MICROSOFT CORPORATION | $5,588 | $8,361 |
| PIMCO FDS PAC INVT MGMT SER TO | $21,680 | $21,425 |
| SPDR BARCLAYS CAPITAL HYB ETF | $22,239 | $21,236 |
| SPDR S&P 500 GROWTH | $48,213 | $60,040 |
| SPDR S&P 500 VALUE | $53,204 | $61,945 |
| SPDR S&P 600 SMALL CAP VAL | $27,278 | $29,079 |
| V F CORP | $7,816 | $16,478 |
| VANGUARD ST BOND ETF | $55,001 | $54,765 |
| VANGUARD TOTAL BOND MARKET ETF | $31,080 | $31,712 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $3,000 | $3,000 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $800 |
| 990-PF Excise Tax for 2013 | $361 |