WESTPORT FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTPORT FUND (EIN 44-6007971)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-16
- IRS object ID
- 202421379349100332
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-16T10:56:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042206126 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPHAEL AND RAPHAEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 THORNDIKE STREET SUITE 5001 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 446007971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 2022554142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 LENORE LANE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL HARMON | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 2022554142 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GAIL | PersonFirstNm |
| Person Last | HARMON | 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 | GARRY T NICHOL | PreparerPersonNm |
| PTIN | P00697789 | PTIN |
| Phone | 6172101200 | PhoneNum |
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 | 2023 | 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 | $7,958,433 | 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 | $266,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $543,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $238,013 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $266,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,235 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,413 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,118 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,059 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,059 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $234 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $234 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,193 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $372,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $372,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,720 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $384,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$168,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $249,646 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,269 | CashBOYAmt |
| Cash EOY | $25,667 | CashEOYAmt |
| Cash EOYFMV | $25,667 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $309,387 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $270,367 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $270,367 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,729,095 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,602,480 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,660,853 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,016 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,546 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,546 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,068,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,900,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,958,433 | 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 | $5,068,767 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,900,060 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,068,767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,900,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,068,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,900,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,068,767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$168,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,900,060 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,900,060 | 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 | $543,701 | GrossSalesPriceAmt |
| Cost Or Other Basis | $582,141 | CostOrOtherBasisAmt |
| Gain Or Loss | -$38,440 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$38,440 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,440 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,470 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,470 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,470 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,016 | 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 | $5,016 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $1,539 | OverpaymentAmt |
| Applied To ES Tax | $1,539 | 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 | MO | 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 | GAIL HARMON | IndividualWithBooksNm |
| Phone | 2022554142 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 LENORE LANE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20008 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| GAIL MCGREEVY HARMON | ||||||||
| 4225 LENORE LANE NW | WASHINGTON | DC | 20008 | DIRECTOR/PRESIDENT | 1.00 | $1,500 | $0 | $0 |
| DOUG GREEN | ||||||||
| 15275 DEL GADO DRIVE | SHERMAN OAKS | CA | 91403 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EVE H BOULD | ||||||||
| 667 CHESTNUT STREET | WABAN | MA | 02468 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COLIN MCNAY | ||||||||
| 36 CODMAN ROAD | BROOKLINE | MA | 02445 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAM MCGREEVY | ||||||||
| 15 PIN HOOK LANE | PITTSFORD | NY | 14534 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| STUART GREEN | ||||||||
| 1445 CORDILLERA WAY | EDWARDS | CO | 81632 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| KATE MCNAY-KOCH | ||||||||
| PO BOX 473 | PERU | VT | 05152 | DIRECTOR | 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 |
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 | $7,360,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $426,806 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,787,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,787,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,815 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,670,879 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $383,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $383,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,470 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,470 | TotalTaxAmt |
| Distributable Before Adj | $380,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $390,074 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $390,074 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $384,943 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $384,943 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $390,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,253 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,486 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,975 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,905 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,619 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $384,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $384,943 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,131 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,131 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,488 | 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 | $20,122 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,486 | ExcessFromYear4Amt |
| Excess From Year3 | $9,975 | ExcessFromYear3Amt |
| Excess From Year1 | $3,905 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (149 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| ANACOSTIA WATERSHED SOCIETY | ||||||||
| 4302 BALTIMORE AVENUE | BLADENSBURG | MD | 20710 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| ANIMAL CANCER FOUNDATION | ||||||||
| 1051 PORT WASHINGTON BLVD 1548 | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $10,000 | |
| BARTH SYNDROME FOUNDATION | ||||||||
| PO BOX 419264 | BOSTON | MA | 022419264 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| BELOVED YOUTH MOVING FORWARD | ||||||||
| 6423 GADWALL CT | CARLSBAD | CA | 92011 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| BIVONA CHILD ADVOCACY CENTER | ||||||||
| 1 MT HOPE AVENUE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| BONTON FARMS | ||||||||
| 2612 VALENTINE ST | DALLAS | TX | 75215 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 90 PARK AVENUE 16TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 W 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| BRYN MAWR COLLEGE | ||||||||
| 101 N MERION AVENUE | BRYN MAWR | PA | 19010 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| BUFF CLUB CU FOUNDATION | ||||||||
| UC BOULDER 369 | BOULDER | CO | 80309 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| CAMP ONAWAY TRUST | ||||||||
| 26 SUMMIT GROVE AVENUE SUITE 130 | BRYN MAWR | PA | 19010 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $4,000 | |
| CANCER SUPPORT COMMUNITY ROCHESTER | ||||||||
| 255 ALEXANDER STREET | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| CENTER FOR FOOD SAFETY | ||||||||
| 660 PENNSYLVANIA AVENUE SE SUITE | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | 302 |
| CENTER FOR YOUTH SERVICES | ||||||||
| 905 MONROE AVENUE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| CENTER ON BUDGET AND POLICY PRIORITIES | ||||||||
| 1275 FIRST STREET NE SUITE 1200 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| COALITION FOR BUZZARDS BAY | ||||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $21,250 | |
| COMMUNITY PARTNERS OF DALLAS | ||||||||
| 7950 ELMBROOK DRIVE | DALLAS | TX | 75247 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| COMMUNITY ROWING | ||||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| CORNELL UNIVERSITY | ||||||||
| PO BOX 25842 | LEHIGH VALLEY | PA | 18003 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 | |
| COUNCIL ON AGING IN UNION COUNTY | ||||||||
| 1401 SKYWAY DRIVE | MONROE | NC | 28110 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| DARTMOUTH ALUMNI FUND | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| DARTMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| DAVIDSON COLLEGE | ||||||||
| BOX 7174 | DAVIDSON | NC | 28035 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| DEXTER SOUTHFIELD SCHOOL | ||||||||
| 20 NEWTON STREET | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $6,750 | |
| DUKE UNIVERSITY | ||||||||
| BOX 90581 | DURHAM | NC | 277080581 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 | |
| ELITE NORDIC FUND | ||||||||
| 7 WORLD CUP CIRCLE | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $12,000 | |
| EMPORIA STATE UNIVERSITY | ||||||||
| 1500 HIGHLAND STREET | EMPORIA | KS | 66801 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| EPISCOPAL CHURCH OF THE TRANSFIGURATION | ||||||||
| PO BOX 1000 | VAIL | CO | 81658 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| EQUALITY NOW | ||||||||
| PO BOX 7160 | NEW YORK | NY | 10008 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| FEEDING AMERICA | ||||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| FLOWER CITY HABITAT FOR HUMANITY | ||||||||
| 755 CULVER ROAD | ROCHESTER | NY | 14609 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| FOOD AND WATER WATCH | ||||||||
| 1616 P STREET NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| FOODLINK | ||||||||
| 1999 MT READ BOULEVARD | ROCHESTER | NY | 14615 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 | |
| GEORGE EASTMAN HOUSE | ||||||||
| 900 EAST AVENUE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| GEORGETOWN DAY SCHOOL | ||||||||
| 4200 DAVENPORT STREET | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| GEVA THEATRE CENTER | ||||||||
| 75 WOODBURY BOULEVARD | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| GIORD LAW CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 | |
| GIRLS ON THE RUN OF MONTGOMERY COUNTY | ||||||||
| 11821 PARKLAWN DRIVE SUITE 125 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| GRACE COTTAGE FOUNDATION | ||||||||
| PO BOX 1 | TOWNSHEND | VT | 05353 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| GREAT PLAINS SPCA | ||||||||
| 5428 ANTIOCH DRIVE | MERRIAM | KS | 66202 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| GREATER WA EDUCATIONAL TELECOM ASSOC | ||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| HABITAT FOR HUMANITY FOR RI SOUTH COUNTY | ||||||||
| PO BOX 68 | SHANNOCK | RI | 02875 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| HABITAT FOR HUMANITY OF DALLAS | ||||||||
| 2800 NORTH HAMPTON ROAD | DALLAS | TX | 75212 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| HARVARD UNIVERSITY | ||||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| HIGHLAND PARK PRESBYTERIAN CHURCH FDN | ||||||||
| 3821 UNIVERSITY BOULEVARD | DALLAS | TX | 75205 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| HINDS' FEET FARM | ||||||||
| 14625 BLACK FARMS ROAD | HUNTERSVILLE | NC | 28078 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| HISTORIC SOTTERLEY | ||||||||
| PO BOX 67 44300 SOTTERLEY LANE | HOLLYWOOD | MD | 20636 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| HISTORIC ST MARYS CITY FOUNDATION | ||||||||
| PO BOX 24 | ST MARYS CITY | MD | 20686 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,634 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| 4 MOWGLIS DRIVE | HEBRON | NH | 03241 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $4,000 | |
| HUMANE FARMING ASSOCIATION | ||||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $4,000 | |
| HUMANE SOCIETY OF GREATER KANSAS CITY | ||||||||
| 5445 PARALLEL PARKWAY | KANSAS CITY | KS | 66104 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 | |
| KANSAS ST FDN JOHN P NOONAN SCHOLARSHIP | ||||||||
| 2323 ANDERSON AVENUE | MANHATTAN | KS | 66502 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| KANSAS UNIVERSITY SCHOOL OF BUSINESS | ||||||||
| 203 SUMMERFIELD HALL | LAWRENCE | KS | 66045 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| KC PET PROJECT | ||||||||
| 7077 ELMWOOD AVENUE | KANSAS CITY | MO | 64132 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| KEMPER MUSEUM | ||||||||
| 4420 WARWICK BOULEVARD | KANSAS CITY | MO | 64111 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| LAHASH | ||||||||
| 1315 SOUTHEAST 20TH AVENUE | PORTLAND | OR | 97217 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| LEVINE MUSIC | ||||||||
| 2801 UPTON ST NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| LIFESPAN CANCER INSTITUTE | ||||||||
| PO BOX H | PROVIDENCE | RI | 02901 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| LOLLYPOP FARM HUMANE SOC GTR ROCHESTER | ||||||||
| 99 VICTOR ROAD | FAIRPORT | NY | 14450 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| LONDONDERRY VOLUNTEER RESCUE SQUAD | ||||||||
| PO BOX 911 | LONDONDERRY | VT | 05148 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| MALALA FUND | ||||||||
| PO BOX 70280 | PHILADELPHIA | PA | 191760280 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| MEMORIAL ART GALLERY | ||||||||
| 300 EAST RIVER ROAD | ROCHESTER | NY | 14623 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 | |
| MICHAEL J FOX FDN FOR PARKINSONS RESEARCH | ||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| MILTON ACADEMY | ||||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| MOUNTAIN VALLEY MEDICAL CLINIC | ||||||||
| 38 VT ROUTE 11 | LONDONDERRY | VT | 05148 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| NAMI | ||||||||
| PO BOX 49104 | BALTIMORE | MD | 21297 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| NATIONAL COALITION AGAINST CENSORSHIP | ||||||||
| 275 7TH AVENUE ROOM 1504 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 30 E 33RD STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| NATIONAL NORDIC FOUNDATION | ||||||||
| PO BOX 818 | WOODSTOCK | VT | 05091 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,500 | |
| NEIGHBORHOOD COUNSELING CENTER | ||||||||
| 5535 BALBOA BOULEVARD SUITE 221 | ENCINO | CA | 91316 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 | |
| NENSA | ||||||||
| 49 PINELAND DRIVE SUITE 301A | NEW GLOUCESTER | ME | 04260 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| OPEN DOOR MISSION | ||||||||
| 156 NORTH PLYMOUTH AVENUE | ROCHESTER | NY | 14608 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| OVARIAN CANCER RESEARCH ALLIANCE | ||||||||
| 14 PENNSYLVANIA PLAZA SUITE 2210 | NEW YORK | NY | 10122 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 217059942 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| PATAGONIA YOUTH ENRICHMENT CENTER | ||||||||
| PO BOX 843 | PATAGONIA | AZ | 85624 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 | |
| PEMBROKE HILL SCHOOL | ||||||||
| 400 W 51ST STREET | KANSAS CITY | MO | 64112 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| PERU CONGREGATIONAL CHURCH | ||||||||
| PO BOX 212 | PERU | VT | 05152 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| PLANNED PARENTHOOD - NORTHERN NEW ENGLAND | ||||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| PLANNED PARENTHOOD - SOUTHERN NEW ENGLAND | ||||||||
| 345 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| PLANNED PARENTHOOD CENTRAL AND WESTERN NY | ||||||||
| 114 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $8,000 | |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $750 | |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | ||||||||
| 7155 EAST 38TH AVENUE | DENVER | CO | 80207 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 | |
| PLUTA CANCER CENTER FOUNDATION | ||||||||
| 125 RED CREEK DRIVE | ROCHESTER | NY | 14623 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| POPULATION SERVICES INTERNATIONAL | ||||||||
| 1120 19TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $18,000 | |
| RAINFOREST TRUST | ||||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| ROCHESTER FRINGE FESTIVAL | ||||||||
| PO BOX 10508 | ROCHESTER | NY | 146100508 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| ROCHESTER PHILHARMONIC ORCHESTRA | ||||||||
| 255 EAST AVENUE | ROCHESTER | NY | 14604 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 | |
| ROCK CREEK CONSERVANCY | ||||||||
| 7200 WISCONSIN AVENUE SUITE 500 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| SAINT LUKE'S FOUNDATION | ||||||||
| 901 E 104TH ST 100S | KANSAS CITY | MO | 64131 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| SALVATION ARMY | ||||||||
| PO BOX 2183 | EDWARDS | CO | 81632 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| SAVE THE BAY - NARRAGANSETT BAY | ||||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| SCHOOL YEAR ABROAD | ||||||||
| 120 WATER ST SUITE 310 | NORTH ANDOVER | MA | 01845 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $6,000 | |
| SMALL CHAMPIONS OF COLORADO | ||||||||
| PO BOX 4691 | VAIL | CO | 81658 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| SOUTH KINGSTOWN LAND TRUST | ||||||||
| 17 MATUNUCK BEACH ROAD | WAKEFIELD | RI | 02879 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| SOUTH PIEDMONT COMMUNITY COLLEGE | ||||||||
| PO BOX 126 | POLKTON | NC | 28135 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| PO BOX 223927 | DALLAS | TX | 752229972 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,500 | |
| ST MARK'S SCHOOL OF SOUTHBOROUGH | ||||||||
| 25 MARLBORO RD PO BOX 9105 | SOUTHBOROUGH | MA | 017729105 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $4,000 | |
| ST MARK'S SCHOOL OF TX - ST MARK'S FUND | ||||||||
| 10600 PRESTON ROAD | DALLAS | TX | 75230 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $10,000 | |
| ST MARY'S COLLEGE OF MARYLAND FOUNDATION | ||||||||
| 18952 EAST FISHER ROAD | ST MARYS CITY | MD | 20686 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $10,000 | |
| ST MARY'S EPISCOPAL CHURCH | ||||||||
| 258 CONCORD STREET | NEWTON LOWER FALLS | MA | 02462 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| STRATTON MOUNTAIN SCHOOL | ||||||||
| 7 WORLD CUP CIRCLE | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| STUDENTS SHOULDER-TO-SHOULDER | ||||||||
| 3000 BOOTH FALLS ROAD | VAIL | CO | 81658 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| STUDIO THEATRE | ||||||||
| 1501 14TH STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| THE BRIGID ALLIANCE | ||||||||
| PO BOX 58 PLANETARIUM STATION | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,866 | |
| THE CARTER CENTER | ||||||||
| 1 COPENHILL AVENUE | ATLANTA | GA | 30307 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 | |
| THE HOCKADAY SCHOOL | ||||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $3,000 | |
| THE JONNYCAKE CENTER FOR HOPE | ||||||||
| 22 KERSEY ROAD | PEACE DALE | RI | 02879 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| THE NELSON-ATKINS MUSEUM OF ART | ||||||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 | |
| THE PARK SCHOOL | ||||||||
| 171 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $25,500 | |
| THE POSSE FOUNDATION | ||||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| THE PUBLIC'S RADIO | ||||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $750 | |
| THE SHAKESPEARE THEATRE | ||||||||
| 516 8TH STREET SE | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| THE STRONG | ||||||||
| ONE MANHATTAN SQUARE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| THE TREVOR PROJECT | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| UCLA FDN FRIENDS OF THE SEMEL INSTITUTE | ||||||||
| 760 WESTWOOD PLAZA ROOM 57-440 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| UNION COUNTY LIBRARY FOUNDATION | ||||||||
| 316 E WINDSOR STREET | MONROE | NC | 28112 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| UNIVERSITY OF THE PACIFIC | ||||||||
| 3601 PACIFIC AVENUE | STOCKTON | CA | 95211 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| VAIL HEALTH FOUNDATION | ||||||||
| PO BOX 1529 | VAIL | CO | 81658 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $15,000 | |
| VAIL MOUNTAIN SCHOOL | ||||||||
| 3000 BOOTH FALLS ROAD | VAIL | CO | 81657 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,250 | |
| VAIL VALLEY FOUNDATION | ||||||||
| PO BOX 6550 | AVON | CO | 81620 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| VAIL VETERANS PROGRAM | ||||||||
| PO BOX 6473 | VAIL | CO | 81658 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| VASSAR COLLEGE | ||||||||
| 161 COLLEGE AVENUE BOX 725 | POUGHKEEPSIE | NY | 12603 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| VERMONT PUBLIC RADIO | ||||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| WAMU 885 FM AMERICAN UNIVERSITY | ||||||||
| PO BOX 98101 | WASHINGTON | DC | 200908101 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| WAREHAM FREE LIBRARY | ||||||||
| 59 MARION ROAD | WAREHAM | MA | 02571 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| WATERORG | ||||||||
| 117 WEST 20TH STREET SUITE 203 | KANSAS CITY | MO | 64108 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| WEST RIVER SPORTS ASSOCIATION | ||||||||
| PO BOX 685 | LONDONDERRY | VT | 05148 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| WFAE 907 FM | ||||||||
| 8801 JM KEYNES DRIVE SUITE 91 | CHARLOTTE | NC | 28262 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| WGBH | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| WIKIMEDIA FOUNDATION | ||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $500 | |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE | ||||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| WILLOW DOMESTIC VIOLENCE CENTER | ||||||||
| PO BOX 39601 | ROCHESTER | NY | 14604 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| WILMOT CANCER INSTITUTE | ||||||||
| 300 E RIVER ROAD PO BOX 278996 | ROCHESTER | NY | 14627 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $1,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,500 | |
| WRITERS AND BOOKS | ||||||||
| 740 UNIVERSITY AVENUE | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $5,000 | |
| WTVI | ||||||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | NONE | PUBLIC CHARITY | CHARITABLE PURPOSES | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $372,750 | 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 | $266,453 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$38,440 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $238,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,013 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,000 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $216,128 | $982,598 |
| FIDELITY LOW-PRICED STOCK FUND | $265,450 | $528,493 |
| FIDELITY SELECT GOLD PORTFOLIO | $443,635 | $478,864 |
| PRIMECAP ODYSSEY AGGRESSIVE GROWTH | $371,796 | $470,824 |
| VANGUARD EQUITY INCOME FUND | $140,176 | $188,351 |
| SPDR GOLD TRUST | $368,053 | $863,516 |
| VANGUARD DIVIDEND APPRECIATION ETF | $296,559 | $937,200 |
| VANGUARD FTSE EMERGING MARKETS ETF | $346,953 | $398,670 |
| WISDOMTREE JAPAN HEDGED EQUITY | $88,996 | $149,830 |
| VANGUARD INDUSTRIALS ETF | $337,554 | $569,371 |
| ISHARES INC MSCI JAPAN ETF | $91,452 | $106,408 |
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $338,742 | $495,304 |
| VANGUARD SMALL-CAP VALUE INDEX FUND | $329,656 | $502,476 |
| LORD ABBETT FLOATING RATE FUND | $275,000 | $265,225 |
| VANGUARD VALUE INDEX FUND | $236,804 | $250,861 |
| WISDOMTREE FLOATING RATE TREASURY FUND | $252,881 | $251,954 |
| WISDOMTREE INDIA EARNINGS FUND | $202,645 | $220,908 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL EXCISE TAXES | Desc |
| BOY Book Value | $1,016 | BOYBookValueAmt |
| EOY Book Value | $1,546 | EOYBookValueAmt |
| EOYFMV | $1,546 | 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 | $170 | $0 | $170 |
| OTHER | $64 | $0 | $64 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Revenue And Expenses Per Books | $10,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,235 | Amt |
| Net Investment Income | $9,235 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX FROM INVESTMENTS | $4,413 | $4,413 | $0 |
| FEDERAL EXCISE TAXES | $3,470 | $0 | $0 |