WINSLOW FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WINSLOW FOUNDATION (EIN 22-2778703)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-04
- IRS object ID
- 201422169349100317
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-04T13:02:43-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231423089 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRINKER BIDDLE & REATH LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 COLLEGE ROAD EAST | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222778703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINSLOW FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINS | BusinessNameControlTxt |
| Phone | 6094669600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 627 | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085420627 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES H WAMPOLD III | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 6097166592 | PhoneNum |
| Signature | 2014-08-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES H WAMPOLD III | PreparerPersonNm |
| PTIN | P00846125 | PTIN |
| Phone | 6097166500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,159,302 | 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 | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $166,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,346 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,034,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,221,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,034,631 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162,601 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $162,601 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,363,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,363,601 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,232 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $117,732 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,221 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $190,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,484 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $248 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,129 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,717 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,717 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,965 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,965 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $83,494 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,456 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,038 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $497,345 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $250,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180,581 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,268,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,268,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,765,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $250,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,448,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $598,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,112,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,060 | CashBOYAmt |
| Cash EOY | $196,604 | CashEOYAmt |
| Cash EOYFMV | $196,604 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,801 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,801 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,464,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,023,468 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,912,573 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,914,118 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,875,934 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,015,885 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $439 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $439 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,556,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,130,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,159,302 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $784 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $60,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $36,250 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $60,784 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,250 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,495,740 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,093,996 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,495,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,093,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,556,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,130,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,495,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $598,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,093,996 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,093,996 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,440,336 | $8,137,426 | $1,302,910 | $1,302,910 |
| LOEB ARBITRAGE FUND, STCG | P | $152,191 | $152,191 | $152,191 | |
| LOEB ARBITRAGE FUND, LTCG | P | $10,829 | $10,829 | $10,829 | |
| LOEB ARBITRAGE FUND, SEC. 1296 | P | $29,709 | -$29,709 | -$29,709 | |
| GEN. IM GLOBAL EQ., STCG | P | $59,217 | $59,217 | $59,217 | |
| GEN. IM GLOBAL EQ., LTCG | P | $408,300 | $408,300 | $408,300 | |
| GEN. IM GLOBAL EQ., SEC. 988 | P | $19,734 | -$19,734 | -$19,734 | |
| EDGBASTON ASIAN EQUITY | P | $10,142 | $10,142 | $10,142 | |
| CAPITAL GAINS DIVIDENDS | P | $140,485 | $140,485 | $140,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,034,631 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,355,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,656,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047303 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,526,372 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,777,442 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053041 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,402,923 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,948,310 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050197 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,405,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,796,155 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054484 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,179,371 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,933,482 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039400 | DistributionYr5Rt |
| Total Distribution | 0.244425 | TotalDistributionRt |
| Average Distribution | 0.048885 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,771,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,504,284 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,129 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,525,413 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,448,581 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,477 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $45,477 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $160 | EsPenaltyAmt |
| Overpayment | $3,059 | OverpaymentAmt |
| Applied To ES Tax | $3,059 | 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 | NJ | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SAMUEL W LAMBERT III | IndividualWithBooksNm |
| Phone | 6094669600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 RAILROAD PLACE | AddressLine1 |
| City | HOPEWELL | City |
| State | NJ | State |
| ZIP Code | 085251818 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | VI | ForeignCountryCd |
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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SAMUEL W LAMBERT III | ||||||||
| 115 NORTH ROAD | PRINCETON | NJ | 08540 | TREASURER/TRUSTEE | 3.00 | $29,000 | $2,926 | $1,444 |
| WREN W WIRTH | ||||||||
| 32 CHAUTAUQUA PARK | BOULDER | CO | 80302 | PRESIDENT/TRUSTEE | 20.00 | $35,800 | $2,883 | $3,534 |
| BETTY ANN OTTINGER | ||||||||
| 2040 S ST NW | WASHINGTON | DC | 20009 | SECRETARY | 35.00 | $56,599 | $4,474 | $0 |
| CHRISTOPHER W WIRTH | ||||||||
| 953 11TH STREET | BOULDER | CO | 80302 | VICE-PRESIDENT/TRUSTEE | 3.00 | $0 | $0 | $0 |
| KELSEY WIRTH | ||||||||
| 22 FRANCIS AVENUE | CAMBRIDGE | MA | 02138 | VICE-PRESIDENT/TRUSTEE | 3.00 | $0 | $0 | $1,904 |
| ELLEN B MARSHALL | ||||||||
| 7750 SPRING DRIVE | BOULDER | CO | 80303 | SECRETARY | 3.00 | $10,833 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTICELLO ASSOCIATES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 17TH ST STE 2600 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT COUNSEL | ServiceTypeTxt |
| Compensation | $93,750 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $31,183,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,240,494 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,240,494 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $468,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,771,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,538,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,538,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,258 | TotalTaxAmt |
| Distributable Before Adj | $1,496,336 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,496,336 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,496,336 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,448,581 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,448,581 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,448,581 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,496,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $65,959 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,719 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,576 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $203,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,448,581 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,448,581 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $47,755 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,755 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,499 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $155,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,204 | ExcessFromYear4Amt |
| Excess From Year3 | $37,719 | ExcessFromYear3Amt |
| Excess From Year2 | $99,576 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||||||
| 20 JAY ST STE 1010 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL PURPOSES. | $50,000 | |||||
| AMERICAN SOCIETY FOR ENVIRONMENTAL HISTORY | ||||||||||||
| 1900 COMMERCE STREET | TACOMA | WA | 98402 | N/A | PC | GENERAL PURPOSES. | $2,000 | |||||
| APPALACHIAN VOICES | ||||||||||||
| 191 HOWARD ST | BOONE | NC | 28607 | N/A | PC | GENERAL PURPOSES. | $40,000 | |||||
| CATSKILL MOUNTAINKEEPER | ||||||||||||
| 47B MAIN STREET PO BOX 1000 | LIVINGSTON MANOR | NY | 12758 | N/A | PC | GENERAL PURPOSES. | $1,000 | |||||
| CENTRE FOR INTL GOVERNANCE INNOVATION | ||||||||||||
| N/A | PC | GENERAL PURPOSES. | $30,000 | 57 ERB ST W | WATERLOO | ONTARIO | CA | N2L 6C2 | ||||
| CIVIL SOCIETY INSTITUTE | ||||||||||||
| 1 BRIDGE ST SUITE 200 | NEWTON | MA | 02458 | N/A | PC | GENERAL PURPOSES. | $50,000 | |||||
| COLORADO CHAUTAUQUA ASSOCIATION | ||||||||||||
| 900 BASELINE ROAD | BOULDER | CO | 80302 | N/A | PC | GENERAL PURPOSES. | $1,500 | |||||
| CRESTED BUTTE LAND TRUST | ||||||||||||
| 308 3RD STREET | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL PURPOSES. | $1,000 | |||||
| EL PUENTE DE WILLIAMSBURG INC | ||||||||||||
| 211 SOUTH 4TH STREET | BROOKLYN | NY | 11211 | N/A | PC | GENERAL PURPOSES. | $101,000 | |||||
| ENDOCRINE DISRUPTION EXCHANGE | ||||||||||||
| PO BOX 1407 | PAONIA | CO | 81428 | N/A | PC | GENERAL PURPOSES. | $70,000 | |||||
| ENVIRONMENTAL WORKING GROUP | ||||||||||||
| 1436 U ST NW STE 100 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL PURPOSES. | $50,000 | |||||
| GLOBAL FOOTPRINT NETWORK | ||||||||||||
| 312 CLAY STREET SUITE 300 | OAKLAND | CA | 94607 | N/A | PC | GENERAL PURPOSES. | $50,000 | |||||
| GOVERNMENT ACCOUNTABILITY PROJECT | ||||||||||||
| 1612 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL PURPOSES. | $45,000 | |||||
| GRIST MAGAZINE INC | ||||||||||||
| 710 SECOND AVENUE SUITE 860 | SEATTLE | WA | 98104 | N/A | PC | GENERAL PURPOSES. | $40,000 | |||||
| HIGH COUNTRY CITIZENS ALLIANCE | ||||||||||||
| 724 ELK AVENUE | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL PURPOSES. | $1,000 | |||||
| MARINE CONSERVATION NETWORK | ||||||||||||
| 1415 WESTERN AVE SUITE 505 | SEATTLE | WA | 98101 | N/A | PC | GENERAL PURPOSES. | $75,000 | |||||
| NARAL PRO CHOICE AMERICA FOUNDATION | ||||||||||||
| 1156 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL PURPOSES. | $20,000 | |||||
| NEW JERSEY CONSERVATION FOUNDATION | ||||||||||||
| 170 LONGVIEW ROAD | FAR HILLS | NJ | 07931 | N/A | PC | GENERAL PURPOSES. | $2,500 | |||||
| OHIO CITIZEN ACTION EDUCATION FUND | ||||||||||||
| 85 EAST GAY STREET | COLUMBUS | OH | 43215 | N/A | PC | GENERAL PURPOSES. | $30,000 | |||||
| OPEN SPACE INSTITUTE | ||||||||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | N/A | PC | GENERAL PURPOSES. | $110,000 | |||||
| PINELANDS PRESERVATION ALLIANCE | ||||||||||||
| 17 PEMBERTON ROAD | SOUTHAMPTON | NJ | 08088 | N/A | PC | GENERAL PURPOSES. | $2,500 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||||||
| 1111 FRANKLIN ST12TH FLOOR | OAKLAND | CA | 94607 | N/A | PC | GENERAL PURPOSES. | $26,000 | |||||
| STANFORD UNIVERSITY | ||||||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | N/A | PC | GENERAL PURPOSES. | $100,000 | |||||
| SUSTAINABLE MARKETS FOUNDATION | ||||||||||||
| 45 W 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL PURPOSES. | $100,000 | |||||
| INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALYSIS | ||||||||||||
| 3430 ROCKY RIVER DRIVE | CLEVELAND | OH | 44111 | N/A | PC | GENERAL PURPOSES. | $30,000 | |||||
| TIDES CENTER | ||||||||||||
| 55 EXCHANGE PLACE STE 402 | NEW YORK | NY | 10004 | N/A | PC | GENERAL PURPOSES. | $52,500 | |||||
| VIRGINIA ORGANIZING PROJECT | ||||||||||||
| 703 CONCORD AVENUE | CHARLOTTESVILLE | VA | 22903 | N/A | PC | GENERAL PURPOSES. | $125,000 | |||||
| WESTERN RESOURCE ADVOCATES | ||||||||||||
| 2260 BASELINE ROAD SUITE 200 | BOULDER | CO | 80302 | N/A | PC | GENERAL PURPOSES. | $57,000 | |||||
| WILDLANDS RESTORATION VOLUNTEERS | ||||||||||||
| 3012 STERLING CIRCLE SUITE 201 | BOULDER | CO | 80301 | N/A | PC | GENERAL PURPOSES. | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,268,000 | 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 | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,346 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,601 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,034,631 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,363,601 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,363,601 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,023,468 | EOYBookValueAmt |
| EOYFMV | $11,912,573 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | AT COST | $16,161,816 | $21,015,885 |
| UNREALIZED GAINS (LOSSES) | AT COST | $714,118 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,221 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WITHHOLDING TAXES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $439 | EOYBookValueAmt |
| EOYFMV | $439 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,237 | $0 | $5,237 |
| SECRETARIAL SERVICES | $20,364 | $0 | $20,364 |
| TELEPHONE | $1,982 | $0 | $1,982 |
| OFFICE EXPENSES | $10,252 | $0 | $10,252 |
| POSTAGE AND DELIVERY | $203 | $0 | $203 |
| BANK SERVICE CHARGES | $3,683 | $3,683 | $0 |
| ADR FEES | $37 | $37 | $0 |
| INVESTMENT INTEREST | $41,736 | $41,736 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LOEB ARBITRAGE FUND | $71,814 | $71,814 | $71,814 |
| GENERATION IM GLOBAL EQUITY FUND | $81,617 | $81,617 | $81,617 |
| CLASS ACTION PROCEEDS | $148 | $148 | $148 |
| EDGBASDTON ASIAN EQUITY TRUST | $9,022 | $9,022 | $9,022 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS OUTSTANDING | Desc |
| BOY Book Value | $60,000 | BOYBookValueAmt |
| EOY Book Value | $36,250 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSEL FEES | CategoryTxt |
| Amt | $190,484 | Amt |
| Net Investment Income | $190,484 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,129 | $0 | $12,129 |
| FEDERAL EXCISE TAXES | $48,855 | $0 | $0 |
| FOREIGN TAXES | $248 | $248 | $0 |