DOBSON FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DOBSON FOUNDATION INC (EIN 13-6168259)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-26
- IRS object ID
- 202640859349100804
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-26T09:48:53-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113089496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth A TotiloCPA Group NYC PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 Suffolk Ave | AddressLine1Txt |
| City | West Yarmouth | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02673 | 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 | 136168259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOBSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SARAH JEFFORDS ESQ | InCareOfNm |
| Business Name Control | DOBS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 NORTH SCHOOL LANE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH JEFFORDS ESQ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9177478371 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH TOTILO CPA | PreparerPersonNm |
| PTIN | P01221820 | PTIN |
| Phone | 9176588168 | PhoneNum |
| Preparation | 2026-03-26 | PreparationDt |
| 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 | $4,982,914 | 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 | $156,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,816 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $92,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,816 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,978 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $249,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,186 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,978 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $42,853 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,853 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $367 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,078 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,008 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,070 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,228 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,228 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,958 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,978 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,685 | CashBOYAmt |
| Cash EOY | $73,113 | CashEOYAmt |
| Cash EOYFMV | $73,113 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,789,892 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,854,183 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,854,183 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,624,994 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,594,369 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,594,369 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $62,520 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,461,249 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,461,249 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,529,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,982,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,982,914 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,529,091 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,982,914 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,529,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,982,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,529,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,982,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,529,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,505,685 | OtherIncreasesAmt |
| Subtotal | $4,982,914 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,982,914 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JP MORGAN ACCOUNTS-NET GAIN | P | 2025-01-03 | 2025-12-31 | $3,978 | $3,978 | $3,978 |
| JP MORGAN ACCOUNTS-NET GAIN | P | 2024-12-01 | 2025-12-25 | $88,838 | $88,838 | $88,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,816 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,978 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,779 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,779 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,779 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,002 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,002 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,223 | OverpaymentAmt |
| Applied To ES Tax | $1,223 | 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 | NY | 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 | KENNETH TOTILO | IndividualWithBooksNm |
| Phone | 9177478371 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 NORTH SCHOOL LANE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| SARAH JEFFORDS ESQ | ||||||||
| 55 NORTH SCHOOL LANE | LANCASTER | PA | 17603 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| KENNETH TOTILO | ||||||||
| 55 NORTH SCHOOL LANE | LANCASTER | PA | 17603 | TREASURER | 5.00 | $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 |
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 | $4,193,604 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,256,003 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,256,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,192,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,779 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,779 | TotalTaxAmt |
| Distributable Before Adj | $206,829 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $206,829 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $206,829 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,070 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,070 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,829 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $3,978 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,070 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,070 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $47,582 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $47,582 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $153,177 | UndistributedIncomeCYAmt |
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/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATIONAL AUDUBON SOCIETY | ||||||
| 225 VARICK ST | New York | NY | 10014 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| BOYS AND GIRLS CLUB OF LANCASTER | ||||||
| 116 SOUTH WATER STREET | Lancaster | PA | 17603 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| COASTAL RIVERS CONSERVATION TRUST | ||||||
| PO BOX 333 | Damariscotta | ME | 04543 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| EARTHJUSTICE | ||||||
| 48 WALL STREET 15TH FL | New York | NY | 10005 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| BIRDNOTE | ||||||
| 230 N President Ave | Lancaster | PA | 17603 | PC | TO ACCOMPLISH 501C3 PURPOSE | $500 |
| PLANNED PARENTHOOD OF NYC | ||||||
| NATIONAL AUDUBON SOCIETY INC | New York | NY | 10014 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| COASTAL MAINE BOTANICAL GARDENS INC | ||||||
| 26 BLEEKER ST | New York | NY | 10012 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| CORNELL LAB OF ORINTHOLOGY | ||||||
| PO BOX 50703 | Santa Barbara | CA | 93150 | PC | TO ACCOMPLISH 501C3 PURPOSE | $20,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 234 | Boothbay | ME | 04537 | PC | TO ACCOMPLISH 501C3 PURPOSE | $22,700 |
| CHESAPEAKE BAY FOUNDATION | ||||||
| NEW HAVEN | New Haven | CT | 06520 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,500 |
| LANCASTER CONSERVANCY | ||||||
| 151 WEST ST SUITE 101 | Annapolis | MD | 21401 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| ST LUKES SCHOOL | ||||||
| 71 W 23rd St | New York | NY | 10010 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| FRIENDS OF HOG ISLAND | ||||||
| 1237 Whittemore Rd | Middlebury | CT | 06762 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| LANCASTER FARMLAND TRUST | ||||||
| 200 Massachusetts Ave NW | Washington | DC | 20001 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| THE PEREGRINE FUND | ||||||
| PO BOX 242 | Bremen | ME | 04551 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| LANCASTER COUNTY HISTORICAL SOCIETY | ||||||
| 230 NORTH PRESIDENT AVENUE | Lancaster | PA | 17603 | PC | TO ACCOMPLISH 501C3 PURPOSE | $15,350 |
| NATIONAL MUSEUM OF RACING | ||||||
| 191 UNION AVE | Saratoga Springs | NY | 12866 | PC | TO ACCOMPLISH 501C3 PURPOSE | $35,000 |
| SEABIRD INSTITUTE | ||||||
| 311 MAIN STREET | Rockland | ME | 04841 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| AMAZON CONSERVATION ASSOCIATION | ||||||
| 1025 CONNECTICUT AVE NW SUITE 415 | Washington | DC | 20036 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET 18TH FL | New York | NY | 10004 | PC | TO ACCOMPLISH 501C3 PURPOSE | $20,000 |
| AMERICAN SCHOOL OF CLASSICAL STUDIE | ||||||
| 321 WALL ST | Princeton | NJ | 085401515 | PC | TO ACCOMPLISH 501C3 PURPOSE | $2,000 |
| ENVIORNMENTAL ADVOCATES OF NY | ||||||
| 353 HAMILTON ST | Albany | NY | 12210 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| FRIENDS OF LOPEZ ISLAND POOL | ||||||
| 70 POOL LA | Lopez Island | WA | 98261 | PC | TO ACCOMPLISH 501C3 PURPOSE | $5,000 |
| FREIENDS OF SUSQUEHANA RIVER ART | ||||||
| 202 SOUTH WILSON LA | York | PA | 17406 | PC | TO ACCOMPLISH 501C3 PURPOSE | $10,000 |
| GLADYS PORTER ZOO | ||||||
| 500 E RINGGOLD ST | Brownsville | TX | 78520 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| LANCASTER EMS | ||||||
| 715 FAIRVIEW AVE | Lancaster | PA | 17603 | PC | TO ACCOMPLISH 501C3 PURPOSE | $200 |
| NATIONAL MARATIME HISTORICAL SOCIET | ||||||
| 1000 N DIVISION ST STE 4 | Peekskill | NY | 10566 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY EAST STE 400 | Fairfield | CT | 06825 | PC | TO ACCOMPLISH 501C3 PURPOSE | $500 |
| WE CONSERVA PA | ||||||
| 610 N 3RD ST 301 | Harrisburg | PA | 17101 | PC | TO ACCOMPLISH 501C3 PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,816 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $249,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,186 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN INVESTMENTS | BondNm |
| EOY Book Value | $1,594,369 | EOYBookValueAmt |
| EOYFMV | $1,594,369 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN INVESTMENTS | StockNm |
| EOY Book Value | $1,854,183 | EOYBookValueAmt |
| EOYFMV | $1,854,183 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN INVEST'S-ALTERNATIVE LPs | $1,393,004 | $1,393,004 |
| JP MORGAN INVESTMENTS-OTHER | $68,245 | $68,245 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS LOSSES | Desc |
| Amt | $1,505,685 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $42,853 | Amt |
| Net Investment Income | $42,853 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHLDINGS ON DIV | $367 | $367 | $0 | $0 |
| FEDERAL EXCISE | $3,500 | $0 | $0 | $0 |
| STATE EXCISE | $500 | $0 | $0 | $0 |