BALGLEY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BALGLEY FAMILY CHARITABLE FOUNDATION (EIN 83-1150552)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-10
IRS object ID
202601919349100915
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-10T12:44:33-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113670147PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOANE & DOANE PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BLVD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831150552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BALGLEY FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBALGBusinessNameControlTxt
Phone5616560200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BOULEVARD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREBECCA G DOANEPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5616560200PhoneNum
Signature2026-07-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDELL C DOANEPreparerPersonNm
PTINP01446855PTIN
Phone5616560200PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,870,814FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18,997InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,997InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$305,084DividendsRevAndExpnssAmt
Dividends Net Invst Incm$305,084DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$369,267NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$803,369GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$45,186TotalRevAndExpnssAmt
Total Net Invst Incm$324,081TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$67,609LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$13,522LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,845AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,940TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,553OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$97,947TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,522TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$311,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$311,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$408,947TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$324,522TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$454,133ExcessRevenueOverExpensesAmt
Net Investment Income$324,081NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$688,531SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,629SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,629SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,333,959CorporateStockBOYAmt
Corporate Stock EOY$3,501,541CorporateStockEOYAmt
Corporate Stock EOYFMV$8,279,883CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,430,298CorporateBondsBOYAmt
Corporate Bonds EOY$2,477,462CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,477,462CorporateBondsEOYFMVAmt
Other Investments BOY$42,800OtherInvestmentsBOYAmt
Other Investments EOY$20,823OtherInvestmentsEOYAmt
Other Investments EOYFMV$71,840OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,495,588TotalAssetsBOYAmt
Total Assets EOY$6,041,455TotalAssetsEOYAmt
Total Assets EOYFMV$10,870,814TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,495,588RetainedEarningBOYAmt
Retained Earning EOY$6,041,455RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,495,588TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,041,455TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,495,588TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,041,455TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,495,588TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$454,133ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,041,455SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,041,455TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BAIRD LT GAIN LOSS$802,190$1,172,636-$370,446-$370,446
PLAINS ALL K1$44$44$44P
CAPITAL GAINS DIVIDENDS$1,135$1,135$1,135P
FieldValueIRS element (for citing)
Capital Gain Net Income-$369,267CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,505InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,505SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,505TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,178EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,127ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,305TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,800OverpaymentAmt
Applied To ES Tax$4,800AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1REBECCA G DOANEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5616560200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BOULEVARD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REBECCA G DOANE
2979 PGA BOULEVARD SUITE 201PALM BEACH GARDENSFL33410TRUSTEE1.00$0$0$0
MEREDITH A BALGLEY
PO BOX 9293ASHEVILLENC288150293TRUSTEE1.00$0$0$0
JOEL F BALGLEY
P O BOX 530623ST PETERSBURGFL337470623TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,233,271AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$707,211AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,940,482TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,940,482AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$149,107CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,791,375NetVlNoncharitableAssetsAmt
Minimum Investment Return$489,569MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$489,569MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,505TaxBasedOnInvestmentIncomeAmt
Total Tax$4,505TotalTaxAmt
Distributable Before Adj$485,064DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$485,064DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$485,064DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$324,522ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$324,522QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$485,064DistributableAsAdjustedAmt
Undistributed Income PY$314,206UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$324,522QualifyingDistributionsAmt
Applied To Year1$314,206AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,316AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$474,748UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonREBECCA G DOANERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BOULEVARD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5616560200RecipientPhoneNum
Recipient Email AddressRGDOANE@DOANELAW.COMRecipientEmailAddressTxt
Form And Info And MaterialsNO REQUIRED FORMAT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAM'S FORGE
750 E EAST STREETSIMI VALLEYCA93065NONENCFORGING COMMUNITY CONNECTIONS THROUGH BLACKSMITHING, METAL ARTS, AND CRAFTS.$2,000
ALI FORNEY CENTER
307 W 38TH ST FL 2NEW YORKNY10018NONENCSUPPORTS HOMELESS LGBTQ$1,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLNEW YORKNY10004NONENCFIGHTS FOR CIVIL LIBERTIES$10,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
199 WATER STREET 11TH FLOORNEW YORKNY10038NONENCSAVE LIVES, BRING HOPE TO THOSE AFFECTED BY SUICIDE.$1,000
AMERICAN FRIENDS OF COMBATANTS FOR PEACE
1801 WEST OLYMPIC BLVDPASADENACA91199NONENCWORKING TO END THE ISRAELI-PALESTINIAN CONFLICT THROUGH NON-VIOLENT MEANS TO PROMOTE PEACE.$3,000
AMERICAN YOUTH HOSTELS
8401 COLESVILLE ROAD SUITE 600SILVER SPRINGMD20910NONENCOPERATES YOUTH HOSTELS AND RUNS PROGRAMS$2,500
ASHEVILLE SYMPHONY SOCIETY INC
27 COLLEGE PLACE SUITE 100ASHEVILENC28801NONENCGENERAL FUND DONATION$3,000
BLACK HAWK COLLEGE FOUNDATION
6600 34TH AVENUEMOLINEIL612655870NONENCHIGHER EDUCATION$1,000
BLUEFIELD STATE COLLGE
219 ROCK STREETBLUEFILDWV24701NONENCPROMOTES GENERAL WELFARE OF STATE COLLEGE$1,000
BOYS TOWN
14100 CRAWFORD STREETBOYS TOWNNE68010NONENCHELPING CHILDREN$1,500
BRIDGING CULTURES WITH MUSIC
1540 AQUARIUS WAYBOWLING GREENKY421040213NONENCPROVIDE MUSIC EDUCATION FOR UNDERSERVED POPULATONS$2,000
CEDARS
6601 PIONEERS BLVD STE 2LINCOLNNE68506NONENCHELP CHILDREN ACHIEVE YOUTH SAFETY$1,000
CENTER FOR CONSCIOUS LIVING AND DYING
PO BOX 348SWANNANOANC28778NONENCDIRECT CARE, EDUCATION AND RESOURCES FOR LIFE'S FINAL STAGES$20,000
CENTER FOR MOVEMENT EDUCATION
PO BOX 2001SEBASTOPOLCA95473NONENCEDUCATE PEOPLE IN THE ROLE OF MOVEMENT IN HUMAN DEVELOPMENT$8,000
CENTRAL CONNECTICUT STATE UNIVERSITY
1615 STANLEY STREETNEW BRITAINCT06050NONENCPUBLIC UNIVERSITY$1,000
CLEAN ENERGY LEADERSHIP INSTITUTE
1212 BROADWAY FLOOR 16OAKLANDCA946121805NONENCPROMOTE TRANSITION TO CLEAN ENERGY ECONOMY$6,000
COMMUNITY HEALTH
2611 WEST CHICAGO AVENUECHICAGOIL60622NONENCSERVICE TO PEOPLE WITHOUT ESSENTIAL HEALTH CARE.$1,000
CONNECTIKIDS INC
814 ASYLUM AVENUEHARTFORDCT061052805NONENCENHANCE AND ENRICH EDUCATIONAL EXPERIENCES OF WEST MIDDLE SCHOOL STUDENTS$2,000
COVENANT HOUSE
733 BREAKERS AVENUEFORT LAUDERDALEFL33304NONENCPROVIDE SHELTER, FOOD, IMMEDIATE CRISIS CARE, AND OTHER SERVICES TO HOMELESS AND RUNAWAY YOUTH$10,000
CROWDEN MUSIC CENTER
1475 ROSE STBERKELEYCA94702NONENCPRIVATE NON PROFIT EDUCATION$2,000
CULTURES IN HARMONY
6496 NORTH TUXEDO STREETINDIANAPOLISIN46220NONENCADVANCE AND PROMOTE INTERNATIONAL AND CULTURAL UNDERSTANDING THROUGH MUSIC AND INTERACTION$2,000
DATMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755NONENCPRIVATE RESEARCH UNIVERSITY$1,000
DAYENU
475 RIVERSIDE DR STE 860NEW YORKNY10115NONENCSUPPORT CLIMATE CRISIS SOLUTIONS A JEWISH CALL TO CLIMATE ACTION$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR STEETNEW YORKNY10006NONENCHUMANITARIAN MEDICAL PROJECTS$2,000
EARTHJUSTICE
PO BOX 96346WASHINGTONDC200777953NONENCENVIRONMENT CONSERVATION$3,000
ECKERD COLLEGE
4200 54TH AVENUE SOUTHST PETERSBURGFL33711NONENCHIGHER EDUCATION$500
ECOFORESTORS
PO BOX 16007ASHEVILENC28816NONENCPROFESSIONAL FERESTRY ORGANIZATION$5,000
EL SISTEMA USA
PO BOX 945DURHAMNC27702NONENCSUPPORTING PROGRAMS TO EFFECT SOCIAL CHANGE THROUGH MUSIC FOR CHILDREN$3,000
FLORIDA SHERIFFS YOUTH RANCHES
PO BOX 2000BOYS RANCHFL32064NONENCWORKS TO PREVENT DELINQUENCY AND DEVELOP STRONG, LAWFUL, RESILIENT, AND PRODUCTIVE CITIZENS.$500
FORMAN SCHOOL OF INTERNATIONAL ADVANCEMENT
12 NORFOLK RD PO BOX 80LITCHFIELDCT067590080NONENCPRIVATE COLLEGE PREPRATORY SCHOOL FOR HIGH SCHOOL AND POST-GRADUATE STUDENT WITH DIAGNOSED LEARNING DIFFERENCES$500
GREENWAVE
PO BOX 550NEW HAVENCT06513NONENCSUPPORT REGENEARATIVE OCEAN FARMING$7,000
HARRIET BEECHER STOWE CENTER
77 FOREST AVENUEHARTFORDCT061054401NONENCPRESERVES STOWE'S HOUSE AND PROMOTES HER LIFE WORK$2,000
HARTFORD GAY AND LESBIAN HEALTH COLLECTIVE
PO BOX 2094HARTFORDCT06145NONENCSUPPORTS DIVERSE SEXUAL ORIENTATIONS, GENDER IDENTITIES AND GENDER EXPRESSIONS$1,500
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY101681289NONENCASSISTS REFUGEES AND DISPLACED PEOPLE$1,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847NONENCASSIST REFUGEES AND DISPLACED PEOPLE RESPONSIVE TO INTERNATIONAL HUMANITARIAN CRISES$5,000
JEWISH FEDERATION OF THE QUAD CITIES
2215 EAST KIMBERLY ROADDAVENPORTIA52807NONENCPRESERVE, PROTECT, ENRICH AND ENHANCE JEWISH LIFE$1,000
JEWISH TAPESTRY PROJECT INC
PO BOX 10624RALEIGHNC27605NONENCWORKS WITH SOCIALLY AND ECONOMICALLY VULNERABLE COMMUNITIES IN THE FORMER SOVIET UNION AND EASTERN EUROPE.$3,000
KISS THE GROUND
PO BOX 515381 PMB 63508LOS ANGELESCA90051NONENCREGENERATIVE FARMING$6,000
MATTHEW SHEPARD FOUNDATION
800 18TH STDENVERCO80202NONENCSUPPORT THE DIGNITY AND EQUALITY OF ALL PEOPLE$500
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONENCACADEMIC MEDICAL CENTER FOCUSED ON INTEGRATED PATIENT CARE, EDUCATION, RESEARCH$2,000
METROPOLITAN MINISTRIES
2002 NORTH FLORIDA AVENUETAMPAFL33602NONENCHELPS HOMELESS AND AT RISK IN HILLSBOOUGH, PINELLAS, POLK AND PASCO COUNTIES FLORIDA$1,000
NOAH WEBSTER HOUSE
227 SOUTH MAIN STREETWEST HARTFORDCT06107NONENCNATIONAL HISTORIC LANDMARK & MUSEUM$500
NPR
PO BOX 791490BALTIMOREMD212791490NONENCAMERICAN PUBLIC BROADCASTING ORGANIZATION$7,000
PBS NORTH CAROLINA
PO BOX 14900RESEARCH TRIANGLE PARKNC277094900NONENCAMERICAN PUBLIC BROADCASTING ORGANIZATION$5,000
PLAN INTERNATIONAL
PO BOX 9747PROVIDENCERI029409420NONENCBRINGING FOOD, EDUCTION, AND SAFETY TO GIRLS WORLDWIDE.$4,000
PLAY ON PHILLY
PO BOX 8662PHILADELPHIAPA19101NONENCMUSIC EDUCATION$2,000
POINT FOUNDATION
PO BOX 60108LOS ANGLESCA90060NONENCSCHOLARSHIP FUND THAT PROVIDES FINANCIAL AID FOR LGBTQ+ COLLEGE BOUND STUDENTS$1,000
PROJECT DRAWDOWN
428 MINNESOTA STREET STE 500ST PAULMN55101NONENCCLIMATE SOLUTIONS$4,000
RANCHO CIELO
PO BOX 6948SALINASCA93912NONENCEDUCATION AND VOCATIONAL TRAINING.$1,000
ROAD SCHOLAR
PO BOX 56033BOSTONMA022056033NONENCEDUCATIONAL TRAVEL PROGRAMS FOR OLDER ADULTS.$1,000
SMITH COLLEGE
STODDARD ANNEX 23 ELM STREETNORTHHAMPTONMA01063NONENCPRIVATE COLLEGE$1,000
SOIL HELATH ACADEMY
25554 COUNTY ROAD 136SAINT CLOUDMN563017721NONENCTEACH/ASSIST FARMERS, RANCHERS IN APPLYING REGENERATE AGRICULTURE PRINCIPLES$5,000
SOLUTIONS PROJECT INC
4096 PIEDMONT AVENUE NO 728OAKLANDCA946115221NONENCSUPPORT CLIMATE CHANGE$4,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104NONENCCATALYST FOR RACIAL JUSTICE$5,000
ST JUDES CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONENCRESEARCH PEDIATIRC CATASTROPHIC DISEASES$1,000
ST PETERSBURG FREE CLINIC
863 3RD AVENUE NORTHST PETERSBURGFL33701NONENCPROVIDES HEALTH CARE, FOOD, RECOVERY HOUSING, AND EDUCATION FOR THE COMMUNITY.$3,000
ST PETERSBURG COLLEGE FOUNDATION INC
P O BOX 13489ST PETERSBURGFL337333489NONENCHIGHER EDUCATION$1,500
STANDUP FOR KIDS
200 NELSON FERRY ROAD SUITE BDECATURGA30030NONENCYOUTH DEVELOPMENT AND SHELTER$500
THE LAND INSTITUTE
2440 EAST WATER WELL ROADSALINAKS67401NONENCDEVELOP NATURAL SYSTEMS OF AGRICULTURE REDUCE OR ELIMINATE NEGATIVE IMPACTS OF INDUSTRIAL AGRICULTURE$4,000
THE MARK TWAIN HOUSE & MUSEUM
351 FARMINGTON AVENUEHARTFORDCT061054401NONENCNATIONAL HISTORIC LANDMARK & MUSEUM$500
THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION
PO BOX 104142PASADENACA911894142NONENCPRESERVE AND PROTECT NATURAL OCEAN ENVIRONMENT$6,000
THE SHRINERS HOSPITAL FOR CHILDREN
2900 NORTH ROCKY POINT DRIVETAMPAFL33607NONENCPROVIDE PEDIATRIC SPECIALTY CARE WITHOUT FINANCIAL OBLIGATION TO PATIENTS OR THEIR FAMILIES$2,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NONENCPROVIDE CRISIS INTERVENTION AND SUICIDE PREVENTION$1,000
UNIERSITY OF SAINT JOSEPH
1678 ASYLUM AVENUEWEST HARTFORDCT06117NONENCPRIVATE ROMAN CATHOLIC UNIVERSITY$1,000
UNIVERSITY OF CHARLSESTON
2300 MACCORKLE AVE SECHARLESTONWV25304NONENCPRIVATE UNIVERSITY$40,000
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVEWEST HARTFORDCT06117NONENCPRIVATE UNIVERSITY STUDENT ASSISTANCE$50,000
USA FOR UNHCR
1310 L STREET NW STE 450WASHINGTONDC20005NONENCASSIST REFUGEES$4,000
WADSWORTH ATHENEUM MUSEUM OF ART
600 MAIN STREETHARTFORDCT06103NONENCART MUSEUM$500
WORLD CENTRAL KITCHEN
PO BOX 96538WASHINGTONDC200906538NONENCDISASTER RESPONSE RESTORING FOOD SYSTEMS$20,000
WORLD FOOD PROGRAM USA
PO BOX 96316WASHINGTONDC200906316NONENCHUMANITARIAN ORGANIZATION DELIVERING FOOD$3,000
XAVIER UNIVERSITY OF LOUISIANA
1 DREXEL DRIVE BOX 66NEW ORLEANSLA70125NONENCPRIVATE HISTORICALLY BLACK ROMAN CATHOLIC UNIVERSITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$311,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,997ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$305,084ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$369,267ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$45,186ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$45,186TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX AND ACCOUNTINGCategoryTxt
Amt$8,845Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts

FieldValueIRS element (for citing)
Medium ExplanationNONEMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTAXABLE BONDSBondNm
EOY Book Value$2,477,462EOYBookValueAmt
EOYFMV$2,477,462EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED STOCKSStockNm
EOY Book Value$3,501,541EOYBookValueAmt
EOYFMV$8,279,883EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED PARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$20,823BookValueAmt
EOYFMV$71,840EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$67,609LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,522DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
K1 PLAINS ALL AMERICA - MISC EXPENSE ITEMS$54$0$0
K1 PLAINS ALL AMERICA - ORDINARY LOSSES$15,499$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD ON DIVIDENDS$404$0$0
FOREIGN TAXES - PLAINS K-1$556$0$0
FEDERAL EXCISE TAX$4,980$0$0

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