VAUGHAN W BROWN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- VAUGHAN W BROWN FAMILY FOUNDATION (EIN 47-3361069)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-03
- IRS object ID
- 202600939349101105
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T09:50:29-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 473361069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vaughan W Brown Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | VAUG | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Frank Brown | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $1,175,010 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,784 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,784 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,773 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $321,678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,744 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,301 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,651 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,301 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $77,252 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,442 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,442 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $796,184 | CorporateStockBOYAmt |
| Corporate Stock EOY | $710,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $990,568 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $873,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $894,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,175,010 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $873,436 | RetainedEarningBOYAmt |
| Retained Earning EOY | $894,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $873,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $894,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $873,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $894,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $873,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,050 | ExcessRevenueOverExpensesAmt |
| Subtotal | $894,486 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $894,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $321,678 | GrossSalesPriceAmt |
| Cost Or Other Basis | $278,934 | CostOrOtherBasisAmt |
| Gain Or Loss | $42,744 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42,744 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,744 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $949 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $949 | SubtotalAmt |
| Tax Based On Investment Income | $949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $788 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $788 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $161 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Natalie Brown | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Frank D Brown III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Treas | 1.0 | $0 | $0 | $0 |
| Susannah Kavanaugh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $967,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,119,472 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,119,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,102,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,134 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,134 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $949 | TotalTaxAmt |
| Distributable Before Adj | $54,185 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,185 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,185 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $46,151 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,185 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $4,801 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $7,298 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,099 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,151 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,151 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,034 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,034 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,065 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,065 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,065 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL SHELTER OF WOOD RIVER VALLEY | |||||||
| PO BOX 1496 | HAILEY | ID | 83333 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA HISTORICAL SOCIETY INC | |||||||
| 130 W PACES FERRY RD NW | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA INTERNATIONAL SCHOOL INC | |||||||
| 2890 N FULTON DR NE | ATLANTA | GA | 30305 | N/A | PC | General & Unrestricted | $1,000 |
| ATLANTA SPEECH SCHOOL INC | |||||||
| 3160 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $1,500 |
| BIG LIFE FOUNDATION USA | |||||||
| 1715 N HERON DR | RIDGEFIELD | WA | 98642 | N/A | PC | General & Unrestricted | $1,000 |
| BLAINE COUNTY RECREATION DISTRICT | |||||||
| 1050 FOX ACRES RD | HAILEY | ID | 83333 | N/A | GOV | maintenance and operation fund for Galena Lodge and its trail system | $2,000 |
| CARDIGAN MOUNTAIN SCHOOL | |||||||
| 62 ALUMNI DR | CANAAN | NH | 03741 | N/A | PC | English Scholarship Fund | $1,000 |
| COTTONWOOD DAY SCHOOL | |||||||
| 10180 COTTONWOOD RD | BOZEMAN | MT | 59718 | N/A | PC | General & Unrestricted | $3,000 |
| DEC MY ROOM INC | |||||||
| 720 N POST OAK RD STE 275 | HOUSTON | TX | 77024 | N/A | PC | General & Unrestricted | $500 |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | |||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 94303 | N/A | PC | operation fund for the photography and art departments | $7,000 |
| GEORGIA CONSERVANCY INC | |||||||
| 565 NORTHSIDE DR SW APT B101 | ATLANTA | GA | 30310 | N/A | PC | General & Unrestricted | $1,500 |
| HAVEN | |||||||
| 132 POND ROW | BOZEMAN | MT | 59718 | N/A | PC | General & Unrestricted | $1,500 |
| HEROES AND HORSES INC | |||||||
| 50 ADOBETOWN RD | VIRGINIA CITY | MT | 59755 | N/A | PC | General & Unrestricted | $500 |
| JORGE PASTORE FOUNDATION | |||||||
| PO BOX 340211 | LAKEWAY | TX | 78734 | N/A | PC | General & Unrestricted | $2,500 |
| LILYS LEGACY SENIOR DOG SANCTUARY | |||||||
| PO BOX 751002 | PETALUMA | CA | 94975 | N/A | PC | General & Unrestricted | $1,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,500 |
| MONTANA RAPTOR CONSERVATION CENTER | |||||||
| PO BOX 4061 | BOZEMAN | MT | 59772 | N/A | PC | General & Unrestricted | $500 |
| NORTHWEST PRESBYTERIAN CHURCH | |||||||
| 4300 NORTHSIDE DR | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $2,000 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | N/A | PC | General & Unrestricted | $2,000 |
| THE NEMOURS FOUNDATION | |||||||
| 1600 ROCKLAND RD | WILMINGTON | DE | 19803 | N/A | PC | Pet Therapy Program | $1,500 |
| THRIVE INC | |||||||
| 407 S FERGUSON AVE | BOZEMAN | MT | 59718 | N/A | PC | General & Unrestricted | $1,000 |
| WARRIORS & QUIET WATERS FOUNDATION | |||||||
| 351 EVERGREEN DR STE A | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $1,000 |
| WILD LOVE PRESERVE | |||||||
| 8202 NE STATE HWY 104 | KINGSTON | WA | 98346 | N/A | PC | General & Unrestricted | $1,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | |||||||
| 266 WOODS HOLE RD MS 40 | WOODS HOLE | MA | 02543 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,784 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,301 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $35,102 | $42,832 |
| AIR PRODS & CHEM INC | $31,061 | $30,383 |
| ASTERA LABS, INC | $7,263 | $24,954 |
| CME GROUP, INC | $22,500 | $27,308 |
| DANAHER CORP | $30,970 | $27,013 |
| FIDELITY OVERSEAS FUND | $62,259 | $108,072 |
| ISHARES BARCLAYS 3-7 YEAR TREA | $107,778 | $106,221 |
| ISHARES BARCLAYS MBS BOND FUND | $14,808 | $12,855 |
| ISHARES IBOXX $ INVESTMENT GRA | $28,132 | $26,446 |
| ISHARES MSCI GRW IDX | $20,007 | $22,784 |
| ISHARES RUSSELL MIDCAP G IN FD | $26,787 | $41,082 |
| ISHARES RUSSELL MIDCAP VALUE | $23,512 | $47,957 |
| ISHARES SILVER TRUST | $17,920 | $51,536 |
| ISHARES TR DJ SEL DIVIDEND INX | $44,851 | $52,222 |
| ISHARES TRUST RUSSELL 1000 GRO | $7,513 | $35,498 |
| ISHARES TRUST RUSSELL 2000 VAL | $14,895 | $28,088 |
| ISHARES TRUST RUSSELL MIDCAP I | $21,679 | $48,135 |
| MEDTRONIC PLC | $35,059 | $36,503 |
| MERCK & CO INC | $19,995 | $22,631 |
| NEWMONT GOLDCORP CORPORATION | $12,688 | $69,894 |
| PIMCO 1 TO 5 YEAR US TIPS INDE | $30,004 | $30,855 |
| SYNOPSYS, INC | $42,249 | $32,880 |
| VANGUARD FTSE EMERGING MARKETS | $30,747 | $30,374 |
| XYLEM INC | $22,265 | $34,045 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,626 | $8,626 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $700 |
| 990-PF Extension for 2024 | $400 |