THE MICHAEL V AND PATRICIA G PRENTI SS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE MICHAEL V AND PATRICIA G PRENTI SS FOUNDATION (EIN 75-2255757)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-25
- IRS object ID
- 201531769349100513
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-25T08:46:32-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752257801 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robison & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 Douglas Ave Suite 709 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 752255757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Prentiss Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PREN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7046 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752097046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael V Prentiss | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2149990660 | PhoneNum |
| Signature | 2015-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C A Robison Jr | PreparerPersonNm |
| PTIN | P00535848 | PTIN |
| Phone | 2145531031 | PhoneNum |
| Preparation | 2015-06-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $754,035 | 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 |
| Dividends Rev And Expnss | $13,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,363 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,363 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,412 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$12,790 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$12,790 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$12,790 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $31,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,985 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $573 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $338 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $573 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $337,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $238,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $238,242 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $504,709 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $506,623 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $515,793 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $841,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $744,865 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $754,035 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $841,792 | RetainedEarningBOYAmt |
| Retained Earning EOY | $744,865 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $841,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $744,865 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $841,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $744,865 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $841,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,927 | ExcessRevenueOverExpensesAmt |
| Subtotal | $744,865 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $744,865 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 684 shrs Kinder Morgan Energy Ptrs | P | 2007-11-26 | 2014-11-26 | $69,673 | $38,261 | $31,412 | $31,412 |
| Kinder Morgan Inc | P | 2014-12-03 | 2014-12-03 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,412 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $866,196 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064766 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,575 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $865,387 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073464 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $876,531 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064573 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $877,311 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037729 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,089 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $767,257 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08353 | DistributionYr5Rt |
| Total Distribution | 0.324062 | TotalDistributionRt |
| Average Distribution | 0.064812 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $815,764 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $320 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,191 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $127,374 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $320 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $320 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $320 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $419 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $919 | TotalPaymentsAndCreditsAmt |
| Overpayment | $599 | OverpaymentAmt |
| Applied To ES Tax | $599 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 |
| Individual With Books | Michael V Prentiss | IndividualWithBooksNm |
| Phone | 2149990660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7046 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752097046 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael V Prentiss | ||||||||
| PO Box 7046 | Dallas | TX | 752097046 | President | 0.00 | $0 | $0 | $0 |
| Dennis DuBois | ||||||||
| PO Box 7046 | Dallas | TX | 752097046 | Vice President | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Prentiss Foundations principal charitable activity is providing support for various charitable civic and educational organizations | Description1Txt |
| Expenses1 | $127,374 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $529,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $299,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $828,187 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $828,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $815,764 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $320 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $320 | TotalTaxAmt |
| Distributable Before Adj | $40,468 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,468 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,468 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,374 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $127,374 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $320 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $127,054 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,468 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $26,348 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $13,289 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,720 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,047 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,374 | QualifyingDistributionsAmt |
| Applied To Current Year | $40,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,906 | RemainingDistriFromCorpusAmt |
| Total Corpus | $160,310 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,348 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $133,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,289 | ExcessFromYear3Amt |
| Excess From Year2 | $20,720 | ExcessFromYear2Amt |
| Excess From Year1 | $13,047 | ExcessFromYear1Amt |
| Excess From Current Year | $86,906 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Michael V Prentiss | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Dignitas International USA | ||||||
| 8333 Douglas Ave Suite 1350 | Dallas | TX | 75225 | None | Charitable | $5,000 |
| Washington State Univ Foundation | ||||||
| PO Box 641925 | Pullman | WA | 991641925 | None | Charitable | $2,500 |
| Center for Plant Conservation | ||||||
| PO Box 299 | Saint Louis | MO | 631660299 | None | Charitable | $5,000 |
| Seattle Arts | ||||||
| 205 S Findlay St | Seattle | WA | 98108 | None | Charitable | $2,500 |
| Virginia Discovery Museum | ||||||
| PO Box 1128 | Charlottesville | VA | 22902 | None | Charitable | $20,000 |
| Friends of the San Juans | ||||||
| PO Box 1344 | Friday Harbor | WA | 98250 | None | Charitable | $900 |
| Save the Children | ||||||
| 54 Wilton Road | Westport | CT | 06880 | None | Charitable | $274 |
| Piedmont Environmental Council | ||||||
| PO Box 460 | Warrenton | VA | 20188 | None | Charitable | $5,000 |
| Look3 | ||||||
| PO Box 1541 | Charlottesville | VA | 22902 | None | Charitable | $5,000 |
| St Marks Fund | ||||||
| 10600 Preston Road | Dallas | TX | 752304047 | None | Charitable | $3,000 |
| Baylor Healthcare System Foundation | ||||||
| 3600 Gaston Ave Suite 100 | Dallas | TX | 75246 | None | Charitable | $10,000 |
| Thomas Jefferson Foundation Inc | ||||||
| PO Box 316 | Charlottesville | VA | 22902 | None | Charitable | $5,000 |
| Cape Cod Healthcare Foundation | ||||||
| PO Box 370 | Hyannis | MA | 02601 | None | Charitable | $30,000 |
| NAMI Cape Cod The Islands | ||||||
| 5 Mark Ln | Hyannis | MA | 02601 | None | Charitable | $2,500 |
| MD Anderson Cancer Center | ||||||
| PO Box 301439 | Houston | TX | 772301439 | None | Charitable | $100 |
| WETA | ||||||
| PO Box 96100 | Washington | DC | 20090 | None | Charitable | $100 |
| Crozet Volunteer Fire Department | ||||||
| PO Box 696 | Crozet | VA | 22932 | None | Charitable | $500 |
| Joslin Diabetes Center | ||||||
| One Joslin Place | Boston | MA | 02215 | None | Charitable | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,374 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fee | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity Advisors Floating Rate Mut | $388,000 | $377,418 |
| Atlas Pipeline L P Unit LP Partners | $7,662 | $27,260 |
| CIFC Corp Com | $37,355 | $4,135 |
| Enlink Midstream Ream Partners LP | $11,303 | $43,515 |
| Kinder Morgan Energy Partners LP | $0 | $0 |
| Kinder Morgan Inc | $62,303 | $63,465 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $338 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Atlas Pipeline Ptrs K-1 | $899 | $899 | $899 |
| Enlink Midstream Ptrs K-1 | $46 | $46 | $46 |
| Kinder Morgan K-1 | -$57,538 | -$57,538 | -$57,538 |
| Capital Gain Distribution | $862 | $862 | $862 |
| Ordinary Gain on KM sale | $42,941 | $42,941 | $42,941 |