THE PATTON CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE PATTON CHARITABLE FOUNDATION (EIN 65-6346631)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-22
- IRS object ID
- 202600819349100200
- Schema version
- 2025v4.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-22T03:49:45-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Larry P King CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7452 Oakmark Rd | AddressLine1Txt |
| City | Harmony | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656346631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATTON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATT | BusinessNameControlTxt |
| Phone | 9142321485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 GOMEZ ROAD | AddressLine1Txt |
| City | HOBE SOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Patton | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Larry P King CPA | PreparerPersonNm |
| PTIN | P00568929 | PTIN |
| Phone | 4077374076 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $708,901 | 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 | $18 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $304,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,560 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,194 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,685 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,685 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $374 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $374 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $176,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,135 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,231 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,528 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $70,533 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $53,334 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $53,374 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $357,637 | CorporateStockBOYAmt |
| Corporate Stock EOY | $253,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $563,196 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $65,952 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $87,602 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $83,140 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,852 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,662 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $505,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $403,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $708,901 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $505,215 | CapitalStockBOYAmt |
| Capital Stock EOY | $403,200 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $505,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $403,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $505,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $403,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $505,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,015 | ExcessRevenueOverExpensesAmt |
| Subtotal | $403,200 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $403,200 | 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 |
|---|---|---|---|---|---|---|---|
| FIDELITY FORM 1099-B LT | P | 2019-02-13 | 2025-03-03 | $186,272 | $144,728 | $41,544 | $41,544 |
| FIDELITY FORM 1099-B ST | P | 2024-08-06 | 2025-03-25 | $118,075 | $108,059 | $10,016 | $10,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,560 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,016 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $989 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $989 | SubtotalAmt |
| Tax Based On Investment Income | $989 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $984 | OverpaymentAmt |
| Applied To ES Tax | $984 | 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 | FL | 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 | https://www.guidestar.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCS Financial Services LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172046400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 Boylston St Ste 1010 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| Mary Ann B Casey | ||||||
| 66 Gomez Road | Hobe Sound | FL | 33455 | Trustee | 0.00 | $0 |
| Edward B Patton | ||||||
| 2429 Bissonnet St Unit 455 | Houston | TX | 77005 | Trustee | 0.00 | $0 |
| Pamela W Patton | ||||||
| 8 East 96th St Apt 15B | New York | NY | 10128 | Trustee | 0.00 | $0 |
| Richard R Patton | ||||||
| 28 Old Concord Road | Lincoln | MA | 01773 | Trustee | 0.00 | $0 |
| Jennifer Patton | ||||||
| 73 Round Hill Rd | Great Barrington | MA | 01230 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $721,383 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $728,768 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $728,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,932 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $717,836 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $989 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $989 | TotalTaxAmt |
| Distributable Before Adj | $34,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $173,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,903 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $133,038 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $92,350 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,150 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,163 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,450 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $526,151 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,150 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $138,247 | RemainingDistriFromCorpusAmt |
| Total Corpus | $664,398 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $133,038 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $531,360 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,350 | ExcessFromYear4Amt |
| Excess From Year3 | $93,150 | ExcessFromYear3Amt |
| Excess From Year2 | $111,163 | ExcessFromYear2Amt |
| Excess From Year1 | $96,450 | ExcessFromYear1Amt |
| Excess From Current Year | $138,247 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHRIST MEMORIAL CHAPEL | ||||||
| 52 SOUTH BEACH RD | HOBE SOUND | FL | 33455 | PC | RELIGIOUS | $11,000 |
| JUPITER ISLAND HISTORICAL SOCIETY | ||||||
| PO BOX 938 | HOBE SOUND | FL | 33475 | PC | COMMUNITY | $150 |
| GROTON SCHOOL | ||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | PC | EDUCATION | $1,500 |
| NASHOBA BROOKS SCHOOL | ||||||
| 200 STRAWBERRY HILL RD | CONCORD | MA | 01742 | PC | EDUCATION | $500 |
| THE WILY NETWORK | ||||||
| 189 WELLS AVE | NEWTON | MA | 02459 | PC | EDUCATION | $8,000 |
| DEERFIELD ACADEMY | ||||||
| 7 BOYDEN LN | DEERFIELD | MA | 01342 | PC | EDUCATION | $500 |
| PRINCETON UNIVERSITY | ||||||
| 20 WASHINGTON RD | PRINCETON | NJ | 08544 | PC | EDUCATION | $1,000 |
| NORTHWESTERN UNIVERSITY | ||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | PC | EDUCATION | $1,000 |
| CONCORD ACADEMY | ||||||
| 166 MAIN ST | CONCORD | MA | 01742 | PC | EDUCATION | $500 |
| THE CONSERVATION FUND | ||||||
| 1655 N FORT MYER DR | ARLINGTON | VA | 22209 | PC | CONSERVATION | $1,250 |
| BROWN UNIVERSITY | ||||||
| 73 WATERMAN ST | PROVIDENCE | RI | 02912 | PC | EDUCATION | $500 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 3101 WALNUT ST | PHILADELPHIA | PA | 19104 | PC | EDUCATION | $5,000 |
| MADDIE MAE FUND | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PC | HEALTH | $500 |
| BROWN SPORTS FOUNDATION | ||||||
| 131 145 SOUTH ST | PROVIDENCE | RI | 02903 | PC | SPORTS | $500 |
| UNITARIAN CHURCH OF ALL SOULS | ||||||
| 1157 LEXINGTON AVE | NEW YORK | NY | 10075 | PC | RELIGIOUS | $27,500 |
| NATIONAL DANCE INSTITUTE | ||||||
| 217 W 147th ST | NEW YORK | NY | 10039 | PC | ARTS | $500 |
| ST BERNARDS SCHOOL | ||||||
| 4 E 98th ST | NEW YORK | NY | 10029 | PC | EDUCATION | $500 |
| SEMPER FI AND AMERICAS FUND | ||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | PC | WELFARE | $1,000 |
| SHANTIDEVA CENTER | ||||||
| PO BOX 828 | NEW YORK | NY | 10108 | PC | SPIRITUAL | $1,000 |
| COLBY COLLEGE | ||||||
| 4000 MAYFLOWER HILL DR | WATERVILLE | ME | 04901 | PC | EDUCATION | $1,000 |
| BEAVER ANGELS | ||||||
| 733 THIRD AVE 16th FL | NEW YORK | NY | 10017 | PC | WELFARE | $1,000 |
| THE TRINITY SCHOOL | ||||||
| 139 W 91st ST | NEW YORK | NY | 10024 | PC | EDUCATION | $500 |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS | ||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | PC | WELFARE | $1,000 |
| HOBE SOUND COMMUNITY CHEST | ||||||
| 11450 SE DIXIE HWY | HOBE SOUND | FL | 33455 | PC | WELFARE | $5,000 |
| JUPITER ISLAND MEDICAL CENTER | ||||||
| 100 ESTRADA SQ | HOBE SOUND | FL | 33455 | PC | HEALTH | $11,000 |
| CURE PSP | ||||||
| 30 E PADONIA RD 201 | TIMONIUM | MD | 21093 | PC | HEALTH | $10,000 |
| GUARDIANS OF MARTIN COUNTY | ||||||
| PO BOX 1489 | HOBE SOUND | FL | 33475 | PC | CONSERVATION | $1,000 |
| GENERATIONS UNITED | ||||||
| 1331 H ST NW | WASHINGTON | DC | 20005 | PC | WELFARE | $1,000 |
| WESTMINSTER SCHOOL | ||||||
| 995 HOPMEADOW ST | SIMSBURY | CT | 06070 | PC | EDUCATION | $500 |
| TREASURE COAST HOSPICE | ||||||
| 9065 SE BRIDGE RD | HOBE SOUND | FL | 33455 | PC | HEALTH | $500 |
| VASSAR COLLEGE | ||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | PC | EDUCATION | $1,500 |
| SOUTH FLORIDA PBS | ||||||
| PO BOX 610002 | MIAMI | FL | 33261 | PC | JOURNALISM | $250 |
| MISS PORTERS SCHOOL | ||||||
| 60 MAIN ST | FARMINGTON | CT | 06032 | PC | EDUCATION | $25,000 |
| TRUDEAU INSTITUTE | ||||||
| 154 ALGONQUIN AVE | SARANAC LAKE | NY | 12983 | PC | HEALTH | $1,000 |
| BANNER LAKE CLUB | ||||||
| 12212 SE LANTANA AVE | HOBE SOUND | FL | 33475 | PC | WELFARE | $1,000 |
| TOWN OF JUPITER ISLAND | ||||||
| 2 BRIDGE RD | HOBE SOUND | FL | 33455 | GOV | WELFARE | $1,000 |
| APOLLO SCHOOL FOUNDATION | ||||||
| 9141 SE APOLLO ST | HOBE SOUND | FL | 33455 | PC | ARTS | $250 |
| THE CHILDRENS INSTITUTE | ||||||
| 1405 SHADY AVE | PITTSBURGH | PA | 15217 | PC | WELFARE | $5,000 |
| LOAVES AND FISHES | ||||||
| 9307 SE OLYMPUS ST | HOBE SOUND | FL | 33455 | PC | WELFARE | $500 |
| CRISTO REY NY HIGH SCHOOL | ||||||
| 112 E 106th ST | NEW YORK | NY | 10029 | PC | EDUCATION | $1,000 |
| PEACE ON THE STREET | ||||||
| 451 E 117th ST | NEW YORK | NY | 10035 | PC | ARTS | $1,000 |
| 1000 FRIENDS OF FLORIDA | ||||||
| 308 N MONROE ST | TALLAHASSEE | FL | 32301 | PC | CONSERVATION | $500 |
| THE FOOTE SCHOOL | ||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | PC | EDUCATION | $250 |
| JACOBS PILLOW | ||||||
| 358 GEORGE CARTER RD | BECKET | MA | 01223 | PC | ARTS | $5,000 |
| FLORIDA ATLANTIC UNIVERSITY | ||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | PC | EDUCATION | $1,000 |
| NEUROENDOCRINE TUMOR RESEARCH FOUNDATION | ||||||
| 100 HANCOCK ST THIRD FLOOR | QUINCY | MA | 02171 | PC | HEALTH | $1,000 |
| FENN SCHOOL | ||||||
| 516 MONUMENT ST | CONCORD | MA | 01742 | PC | EDUCATION | $500 |
| GRAHAM WINDHAM | ||||||
| 940 GARRISON AVE | BRONX | NY | 10474 | PC | WELFARE | $1,000 |
| NEW YORK UNIVERSITY | ||||||
| 70 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | PC | EDUCATION | $15,000 |
| AUXILIARY OF EMERSON HEALTH | ||||||
| 133 OLD ROAD TO NINE ACRE | CORNER CONCORD | MA | 01742 | PC | HEALTH | $2,500 |
| WASHINGTON UNIVERSITY | ||||||
| 1 BROOKINGS DRIVE | ST LOUIS | MO | 63130 | PC | EDUCATION | $1,000 |
| UNIVERSITY OF CALIFORNIA | ||||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | PC | EDUCATION | $500 |
| OCCIDENTAL COLLEGE | ||||||
| 1600 CAMPUS ROAD | LOS ANGELES | CA | 90041 | PC | EDUCATION | $1,000 |
| WISDOM BRIDGES | ||||||
| 420 E 55TH ST APT 8E | NEW YORK | NY | 10022 | PC | WELFARE | $5,000 |
| BERKSHIRE INTERNATIONAL FILM FESTIVAL | ||||||
| PO BOX 237 | GREAT BARRINGTON | MA | 01230 | PC | ARTS | $1,000 |
| HURRICANE ISLAND OUTWARD BOUND SCHOOL | ||||||
| 21 ELM ST | CAMDEN | ME | 04843 | PC | WELFARE | $1,000 |
| MALTZ THEATRE | ||||||
| 1001 E INDIANTOWN ROAD | JUPITER | FL | 33477 | PC | ARTS | $1,000 |
| J FIELD FOUNDATION | ||||||
| PO BOX 5 | WHITE STONE | VA | 22578 | PC | HEALTH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,616 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,194 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND | $34,453 | $31,955 |
| GUGGENHEIM LTD DURATION | $19,544 | $19,220 |
| GUGGENHEIM TOTAL RETURN BOND | $33,605 | $31,965 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDGEWOOD GROWTH FUND | ||
| HARTFORD INTL VALUE FUND | $16,169 | $32,372 |
| WCM FOCUSED INTL GROWTH FUND | $11,524 | $30,970 |
| VICTORY SYCAMORE EST VALUE | $21,350 | $26,705 |
| SPDR S&P GROWTH ETF | $36,467 | $65,483 |
| SPDR SER TR S&P METALS MNG | $1,410 | $2,617 |
| VANGUARD DEV MKTS INDEX | $49,643 | $91,134 |
| VANGUARD WORLD ENERGY | $3,972 | $4,207 |
| VANGUARD INTL EQUITY INDEX | $11,340 | $18,128 |
| VANGUARD REAL ESTATE ETF | $3,246 | $3,163 |
| VANGUARD INDEX FDS VALUE | $17,901 | $38,653 |
| VANGUARD INDEX FDS TOTAL STK | $80,123 | $249,764 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $53,334 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $53,374 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESCO ACTIVELY MNGD FD OPTIMUM | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,590 | BookValueAmt |
| EOYFMV | $2,662 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT | CategoryTxt |
| Amt | $2,685 | Amt |
| Net Investment Income | $2,685 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $374 | Amt |
| Net Investment Income | $374 | NetInvestmentIncomeAmt |