WILLINPHILA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLINPHILA FOUNDATION (EIN 13-3933663)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-03-26
- IRS object ID
- 202430869349100513
- Schema version
- 2022v5.0
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-26T14:15:13-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133933663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLINPHILA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2122074707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 EAST 86TH STREET 15A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100281060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA MUSSER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122074707 | PhoneNum |
| Signature | 2024-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | MUSSER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL WEIRETER | PreparerPersonNm |
| PTIN | P00140887 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2024-03-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $577,289 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,266 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,301 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,865 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,618 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $154,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $156,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $555,202 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $469 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $469 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $160,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $178,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $577,289 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $160,028 | RetainedEarningBOYAmt |
| Retained Earning EOY | $178,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $160,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $178,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $160,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $178,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $160,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $178,464 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $178,464 | 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 | $116,778 | GrossSalesPriceAmt |
| Cost Or Other Basis | $62,512 | CostOrOtherBasisAmt |
| Gain Or Loss | $54,266 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $54,266 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,266 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $892 | OverpaymentAmt |
| Applied To ES Tax | $892 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA S MUSSER | IndividualWithBooksNm |
| Phone | 2122074707 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 EAST 86TH STREET APT 15A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100281060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM L MUSSER JR | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDA S MUSSER | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PHILIP ADRIAN MUSSER | ||||||||
| 1315 22ND STREET NW | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LILA RUTH MUSSER | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $525,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $469 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $545,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $545,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $536,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,847 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,847 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $808 | TotalTaxAmt |
| Distributable Before Adj | $26,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,039 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,689 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,893 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,818 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,081 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,344 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $216,825 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,039 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,211 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $252,036 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $17,689 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $234,347 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,893 | ExcessFromYear4Amt |
| Excess From Year3 | $26,818 | ExcessFromYear3Amt |
| Excess From Year2 | $37,081 | ExcessFromYear2Amt |
| Excess From Year1 | $111,344 | ExcessFromYear1Amt |
| Excess From Current Year | $35,211 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM L MUSSER JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $12,500 | |
| AUGUSTA FOOD SHARE | ||||||||
| PO BOX 289 | AUGUSTA | ME | 59410 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| AUGUSTA PUBLIC SCHOOL | ||||||||
| 410 BROADWAY STREET | AUGUSTA | ME | 59410 | NONE | GOV | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| BENEFIS TETON MEDICAL CENTER | ||||||||
| 915 4TH STREET NW | CHOTEAU | MT | 59422 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $3,300 | |
| C M RUSSELL MUSEUM | ||||||||
| 400 13TH STREET N | GREAT FALLS | MT | 59401 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $150 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| CHAMBER MUSIC SOCIETY LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA 10TH FLOOR | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |
| CHANCES FOR CHILDREN | ||||||||
| 20701 NORTH SCOTTSDALE ROAD SUITE | SCOTTSDALE | AZ | 85255 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,750 | 107-423 |
| COALITION OF THE HOMELESS | ||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| CURE ALZHEIMER'S FUND | ||||||||
| 34 WASHINGTON STREET 310 | WELLESLEY HILLS | MA | 02481 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| FISHERS ISLAND COMMUNITY CENTER | ||||||||
| 66 HOUND LANE 464 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $450 | |
| FISHERS ISLAND CONSERVANCY | ||||||||
| PO BOX 553 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $600 | |
| FISHERS ISLAND FIRE DEPARTMENT | ||||||||
| 250 ATHOL CRESCENT AVENUE | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| FISHERS ISLAND LIBRARY | ||||||||
| PO BOX 366 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| FISHERS ISLAND UNION CHAPEL | ||||||||
| 821 CRESCENT AVENUE PO BOX 192 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| FRESH AIR FUND | ||||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| HEALTH ADVOCATES FOR OLDER PEOPLE | ||||||||
| 420 LEXINGTON AVENUE SUITE 300 | NEW YORK | NY | 10170 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| HENRY L FERGUSON MUSEUM | ||||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| HOLY APOSTLES CHURCH | ||||||||
| 296 9TH AVENUE | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 | |
| ISLAND HEALTH PROJECT | ||||||||
| PO BOX 344 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 | |
| KENYON COLLEGE | ||||||||
| 209 CHASE AVENUE | GAMBIER | OH | 43022 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,500 | |
| LAKESIDE SCHOOL | ||||||||
| 14050 1ST AVENUE NE | SEATTLE | WA | 98125 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| LET'S WIN PANCREATIC CANCER | ||||||||
| 422 EAST 72ND STREET SUITE 9F | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,200 | |
| LINNAEAN SOCIETY | ||||||||
| PO BOX 801 | NEW YORK | NY | 10024 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $100 | |
| MADISON AVENUE PRESBYTERIAN CHURCH | ||||||||
| 921 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $220 | |
| MONTANA LAND RELIANCE FOUNDATION | ||||||||
| PO BOX 355 | HELENA | MT | 59624 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| MONTANA PBS | ||||||||
| PO BOX 173340 | BOZEMAN | MT | 59717 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $400 | |
| MONTANA PUBLIC RADIO | ||||||||
| 701 SOUTH 6TH STREET E | MISSOULA | MT | 59812 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 | |
| NEW YORK INSTITUTE FOR SPECIAL EDUCATION | ||||||||
| 999 PELHAM PARKWAY NORTH | BRONX | NY | 10469 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $730 | |
| OPUS FOUNDATION | ||||||||
| 60 RIVERGLEN DRIVE | THIELLS | NY | 10984 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $300 | |
| PHILLIPS ACADEMY | ||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| ROCKY MOUNTAIN FRONT WEED ROUNDTABLE | ||||||||
| PO BOX 663 | CHOTEAU | MT | 59422 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 | |
| SAINT BERNARDS SCHOOL | ||||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 | |
| SHADOWS OF PAST | ||||||||
| 9711 MANZANITA AVENUE | BEN LOMOND | CA | 95005 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 | |
| SILVER HILL HOSPITAL | ||||||||
| 208 VALLEY ROAD | NEW CANAAN | CT | 06840 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| THE BATTERY | ||||||||
| 90 BROAD STREET 15TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| THIRTEEN (WNET) | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 23 GEARY STREET SUITE 1000 | SAN FRANCISCO | CA | 94108 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 | |
| WILD MONTANA | ||||||||
| 80 SOUTH WARREN STREET | HELENA | MT | 59601 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $4,250 | |
| YOUNG CONCERT ARTISTS | ||||||||
| 1776 BROADWAY SUITE 1500 | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,033 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,266 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,301 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,301 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA S MUSSER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 EAST 86TH STREET APT 15A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 ALPHABET INC CL A | $6,018 | $53,012 |
| 500 ANALOG DEVICES INC COM | $17,490 | $91,690 |
| 300 APPLE INC | $4,649 | $56,985 |
| 200 ARISTA NETWORKS INC | $28,350 | $43,942 |
| 1000 AXSOME THERAPEUTICS INC | $56,644 | $67,450 |
| 1500 DIGITAL TURBINE INC | $4,986 | $6,975 |
| 1500 IZEA WORLDWIDE INC | $10,211 | $3,600 |
| 1200 LIVEPERSON INC DEL COM | $10,690 | $3,408 |
| 600 MICROSOFT CORP | $15,660 | $227,346 |
| 1600 PAN AMERN SILVER CORP | $1,679 | $794 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| EOY Book Value | $469 | EOYBookValueAmt |
| EOYFMV | $469 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $150 | $150 | $0 |
| OTHER EXPENSES | $64 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $56 | $56 | $0 |
| FEDERAL EXCISE TAX | $3,345 | $0 | $0 |
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