THE GILBANE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE GILBANE FAMILY FOUNDATION (EIN 05-6006170)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-09-18
- IRS object ID
- 202402629349100610
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-18T11:42:44-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | 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 | 056006170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILBANE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILB | BusinessNameControlTxt |
| Phone | 4014565569 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 JACKSON WALKWAY | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNE RADVANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4014565569 | PhoneNum |
| Signature | 2024-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDY ROSS | PreparerPersonNm |
| PTIN | P01399337 | PTIN |
| Phone | 4012742001 | PhoneNum |
| Preparation | 2024-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,408,759 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $156,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,186 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $303,645 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,776,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $303,645 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $459,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $459,831 | 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 |
| Other Prof Fees Rev And Expnss | $50,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,665 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,093 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,093 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,739 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,739 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $453,497 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $402,832 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $409,166 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,082 | CashBOYAmt |
| Cash EOY | $4,650 | CashEOYAmt |
| Cash EOYFMV | $4,650 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,164,351 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $716,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $716,849 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,901,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,472,032 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,182,171 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,643,804 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,460,595 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,377,689 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $45,893 | OtherAssetsBOYAmt |
| Other Assets EOY | $114,819 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $127,400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,762,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,768,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,408,759 | 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 | $5,762,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,768,945 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,762,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,768,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,762,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,768,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,762,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,334 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,768,945 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,768,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAP GAIN DISTRIBUTION | P | $10,400 | $10,400 | ||
| US TRUST | P | $14,466 | $14,466 | $1,294,520 | $1,280,054 |
| US TRUST | P | $278,779 | $278,779 | $2,481,492 | $2,202,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $303,645 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,687 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,687 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,270 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,270 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,583 | OverpaymentAmt |
| Applied To ES Tax | $8,583 | 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 | RI | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEANNE RADVANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4014565800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 JACKSON WALKWAY | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JEANNE RADVANY | ||||||||
| 7 JACKSON WALKWAY | PROVIDENCE | RI | 02903 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN BERKERY | ||||||||
| 7 JACKSON WALKWAY | PROVIDENCE | RI | 02903 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELEANOR GILBANE | ||||||||
| 7 JACKSON WALKWAY | PROVIDENCE | RI | 02903 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MADELEINE DURKIN | ||||||||
| 7 JACKSON WALKWAY | PROVIDENCE | RI | 02903 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHLOE SMITH | ||||||||
| 7 JACKSON WALKWAY | PROVIDENCE | RI | 02903 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAUL J CHOQUETTE III | ||||||||
| 7 JACKSON WALKWAY | PROVIDENCE | RI | 02903 | 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 |
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 | $6,329,923 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,336,238 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,336,238 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,241,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,687 | TotalTaxAmt |
| Distributable Before Adj | $306,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,800 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $313,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $313,173 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $402,832 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $402,832 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $84,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,266 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $124,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $402,832 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $313,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,659 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $213,807 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $213,807 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,425 | ExcessFromYear4Amt |
| Excess From Year2 | $84,457 | ExcessFromYear2Amt |
| Excess From Year1 | $32,266 | ExcessFromYear1Amt |
| Excess From Current Year | $89,659 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACE MENTOR PROGRAM OF RHODE ISLAND INC | ||||||||
| PO BOX 5722 | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $150 | |
| ADIRONDACK COUNCIL | ||||||||
| PO BOX D- 2 | ELIZABETHTOWN | NY | 12932 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $150 | |
| ALTA COMMUNITY ENRICHMENT | ||||||||
| PO BOX 8142 | ALTA | UT | 84092 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $350 | |
| AMERICAN BRAIN TUMOR ASSOCIATION | ||||||||
| 8550 W BRYN MAWR AVE SUITE 550 | CHICAGO | IL | 60631 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $50 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 1120 | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $1,000 | |
| AMERICAN MEDICAL SOCIETY FOR SPORTS | ||||||||
| 4000 W 114TH STREET SUITE 100 | LEAKWOOD | KS | 66211 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $100 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37295 | WASHINGTON | DC | 20013 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $4,200 | |
| ARCHBISHOP STEPINAC HIGH SCHOOL | ||||||||
| 950 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $1,500 | |
| BARRINGTON HIGH SCHOOL BOYS HOCKEY | ||||||||
| 200 MIDDLE HIGHWAY PO BOX 358 | BARRINGTON | RI | 02806 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $250 | |
| BOULDER VALLEY WOMEN'S HEALTH CENTER | ||||||||
| 2855 VALMONT ROAD | BOULDER | CO | 80301 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $500 | |
| BREAST CANCER PREVENTION PARTNERS | ||||||||
| 1388 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94109 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $2,903 | |
| BRIGHAM & WOMEN'S HOSPITAL | ||||||||
| 116 HUNTINGTON AVE 3RD FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $100 | |
| BUTLER HOSPITAL FOUNDATION | ||||||||
| 345 BLACKSTONE BLVD | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $5,935 | |
| CANTERBURY SCHOOL | ||||||||
| 101 ASPETUCK AVENUE | NEW MILFORD | CT | 06776 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $4,000 | |
| CEDAR LANE UNITARIAN CHURCH | ||||||||
| 9601 CEDAR LANE | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $100 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $100 | |
| CHILDRENS FRIEND | ||||||||
| 153 SUMMER STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $100 | |
| COMMUNITY HEALTH CENTER OF CAPE COD | ||||||||
| 107 COMMERCIAL STREET | MASPEE | MA | 02649 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $275 | |
| CONVENT OF THE SACRED HEART | ||||||||
| 1 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $4,089 | |
| CROOKED TREE ARTS CENTER | ||||||||
| 461 E MITCHELL STREET | PETOSKEY | MI | 49770 | NONE | PUBLIC CHARITY | ARTS SUPPORT | $250 | |
| CROSSROADS RI | ||||||||
| 160 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $150 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $2,000 | |
| DARTMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $1,650 | |
| DE LA SALLE COLLEGIATE HIGH SCHOOL | ||||||||
| 14600 COMMON ROAD | WARRANT | MI | 48088 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $7,000 | |
| DEERFIELD ACADEMY | ||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $250 | |
| DONBOSCO CRISTOREAY HIGH SCHOOL | ||||||||
| 1010 LARCH AVENUE | TAKOMA PARK | MD | 20912 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $1,000 | |
| DOWNTOWN BOXING GYM | ||||||||
| 6445 E VERNOR HWY | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $13,350 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $2,000 | |
| EDESIA | ||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTOWN | RI | 02852 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $250 | |
| EMERGENCY FAMILY ASSISTANCE ASSOCIATION | ||||||||
| 1575 YARMOUTH AVE | BOULDER | CO | 80304 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $750 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $1,500 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $2,500 | |
| FRANCIS OUIMET SCHOLARSHIP FUND | ||||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $300 | |
| FRIENDS OF ALTA | ||||||||
| PO BOX 8126 | ALTA | UT | 84092 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $250 | |
| FRIENDS OF HIDDEN PEAK | ||||||||
| PO BOX 920031 | SNOWBIRD | UT | 84092 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $200 | |
| GORDON SCHOOL | ||||||||
| 45 MAXFIELD AVE | EAST PROVIDENCE | RI | 02914 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $1,000 | |
| GOULD FARM-HHC | ||||||||
| PO BOX 157 | MONTEREY | MA | 01245 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $400 | |
| GRAND FOUNDATION | ||||||||
| PO BOX 1342 | WINTER PARK | CO | 80482 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $100 | |
| GROTON SCHOOL | ||||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $250 | |
| HARVARD UNIVERSITY | ||||||||
| 125 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $125 | |
| HASBRO CHILDREN'S HOSPITAL | ||||||||
| 139 POINT STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $250 | |
| HENRIK LUNDQUIST FOUNDATION | ||||||||
| 733 STATE ROUTE 35 NORTH SUITE A | OCEAN | NJ | 07712 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $103 | |
| HIGH FIVES FOUNDATION | ||||||||
| 10775 PIONEER TRAIL SUITE 108 | TRUCKEE | CA | 96161 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $100 | |
| HIGH MOUNTAIN INSTITUTE | ||||||||
| 531 COUNTY ROAD 5A | LEADVILLE | CO | 80461 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $150 | |
| HIGH SPIRIT COMMUNITY FARM | ||||||||
| 1770 MASSACHUSETTS AVE SUITE 101 | CAMBRIDGE | MA | 02140 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $200 | |
| HUNTSMAN CANCER FOUNDATION | ||||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $100 | |
| INTERCAMBIO UNITING COMMUNITIES | ||||||||
| 4735 WALNUT STREET SUITE B | BOULDER | CO | 80301 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $500 | |
| JDRF (JUVENILE DIABETES RESEARCH FOUNDATION) | ||||||||
| 215 W PERSHING ROAD SUITE 300 | KANSAS CITY | MO | 64108 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $840 | |
| JONNYCAKE CENTER FOR HOPE | ||||||||
| 22 KERSEY ROAD | PEACEDALE | RI | 02879 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $500 | |
| LISTEN COMMUNITY SERVICES | ||||||||
| 60 HANOVER STREET | LEBANON | NH | 03766 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $1,000 | |
| LITTLE TRAVERSE CONSERVANCY | ||||||||
| 3264 POWELL ROAD | HARBOR SPRINGS | MI | 49740 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $1,500 | |
| LOVE FOR LINLEY INC | ||||||||
| 23 HERITAGE DRIVE | NORTH EASTON | MA | 02356 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $100 | |
| MANHATTAN COLLEGE | ||||||||
| 4513 MANHATTAN COLLEGE PARKWAY | RIVERDALE | NY | 10471 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $4,100 | |
| MASS INSIGHT EDUCATION & RESEARCH | ||||||||
| 6 LIBERTY SQUARE SUITE 6050 | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $250 | |
| MCAULEY MINISTRIES | ||||||||
| 622 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $1,000 | |
| MCLAREN NORTHERN MICHIGAN FOUNDATION | ||||||||
| 360 CONNABLE AVENUE | PETOSKEY | MI | 49770 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $1,000 | |
| MEALS ON WHEELS RI | ||||||||
| 70 BATH STREET | PROVIDENCE | RI | 02908 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $500 | |
| MICHAEL H FLANAGAN FOUNDATION | ||||||||
| PO BOX 708 | BARRINGTON | RI | 02806 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $150 | |
| MOAB MUSIC FESTIVAL | ||||||||
| 58 EAST 300 SOUTH | MOAB | UT | 84532 | NONE | PUBLIC CHARITY | ARTS SUPPORT | $250 | |
| NATIONAL CHILD RESEARCH CENTER | ||||||||
| 3209 HIGHLAND PLACE NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $1,250 | |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $250 | |
| NATIONAL PANCREAS FOUNDATION | ||||||||
| 3 BETHESDA METRO CENTER SUITE 700 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $400 | |
| NEXT GENERATION CHOICES FOUNDATIONLESS CANCER | ||||||||
| 98 ALEXANDRIA PIKE SUITE 22 | WARRENTON | VA | 20186 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $100 | |
| PALISADES CHARTER HIGH SCHOOL | ||||||||
| 15777 BOWDOIN STREET | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $2,000 | |
| PANDA'S HELPING PAWS | ||||||||
| 41 PRISCILLA DRIVE | BARRINGTON | RI | 02806 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $200 | |
| PATRICK GRAHAM CHARITABLE FOUNDATION | ||||||||
| 58 MARINA GARDENS DRIVE | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $350 | |
| PELHAM ART CENTER INC | ||||||||
| 451 ESPLANDE | PELHAM | NY | 10803 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $1,000 | |
| PETOSKEY-HARBOR SPRINGS AREA COMMUNITY FOUNDATION | ||||||||
| 616 PETOSKEY STREET SUITE 203 | PETOSKEY | MI | 49770 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $700 | |
| PHILIP J ROCK CENTER & SCHOOL FOUNDATION | ||||||||
| 333 WEST WACKER DRIVE 19TH FLOOR | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $250 | |
| PRESERVATION FOUNDATION OF PALM BEACH | ||||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $1,000 | |
| RACQUET UP DETROIT | ||||||||
| 6530 W OUTER DRIVE | DETROIT | MI | 48235 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $1,000 | |
| REFOCUS INC | ||||||||
| 45 GREELEY STREET | PROVIDENCE | RI | 02904 | NONE | PUBLIC CHARITY | RESEARCH SUPPORT | $4,000 | |
| RHODE ISLAND FOUNDATION | ||||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $270,000 | |
| RHODE ISLAND TREE COUNCIL | ||||||||
| PO BOX 6144 | PROVIDENCE | RI | 02940 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $125 | |
| RI ZOOLOGICAL SOCIETY | ||||||||
| 1000 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $125 | |
| ROWLAND HALL | ||||||||
| 720 GUARDSMAN WAY | SALT LAKE CITY | UT | 84108 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| SALT LAKE ACTING COMPANY | ||||||||
| 168 WEST 500 NORTH | SALT LAKE CITY | UT | 84103 | NONE | PUBLIC CHARITY | ARTS SUPPORT | $250 | |
| SAN MIGUEL SCHOOL | ||||||||
| 525 BRANCH AVE | PROVIDENCE | RI | 02904 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $4,000 | |
| SAVE THE BAY | ||||||||
| 100 SAVE THE BAY DR | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $350 | |
| SAVE THE COLORADO | ||||||||
| PO BOX 1066 | FORT COLLINS | CO | 80522 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $250 | |
| SIDWELL FRIENDS SCHOOL | ||||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $250 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $2,500 | |
| SPECIAL OLYMPICS MASSACHUSETTS | ||||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $500 | |
| SPECIAL OLYMPICS NEW HAMPSHIRE | ||||||||
| PO BOX 3598 | CONCORD | NH | 03302 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $374 | |
| ST LAWRENCE UNIVERSITY | ||||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $250 | |
| ST SEBASTIAN SCHOOL | ||||||||
| 1191 GREENDALE AVE | NEEDHAM | MA | 02192 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $16,000 | |
| STUDENT CONSERVATION ASSOCIATION | ||||||||
| 689 RIVER ROAD | CHARLESTOWN | NH | 03603 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $250 | |
| SWIM ACROSS AMERICA | ||||||||
| 8508 PARK ROAD 389 | CHARLOTTE | NC | 28210 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $100 | |
| TEACH FOR AMERICA | ||||||||
| 166 VALLEY STREET BLDG 6M SUITE 105 | PROVIDENCE | RI | 02909 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $1,000 | |
| TEAM RUBICON | ||||||||
| 5230 PACIFIC CONCOURSE DRIVE SUITE | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $4,000 | 200 |
| THE BUCKLEY SCHOOL | ||||||||
| 113 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $1,000 | |
| THE EQUITY INSTITUTE | ||||||||
| 225 DYER STREET FLOOR 2 | PROVIDENCE | RI | 02908 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $1,000 | |
| THE GOW SCHOOL | ||||||||
| 2491 EMERY ROAD | SOUTH WALES | NY | 14139 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $100 | |
| THE OCEAN FOUNDATION | ||||||||
| 1320 19TH ST NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $270 | |
| UNIVERSITY LIGGETT SCHOOL | ||||||||
| 1045 COOK ROAD | GROSSE POINT WOODS | MI | 48236 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $100 | |
| UNIVERSITY OF HAWAII FOUNDATION | ||||||||
| PO BOX 11270 | HONOLULU | HI | 96828 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $400 | |
| US LACROSSE FOUNDATION | ||||||||
| 2 LOVETON CIRCLE | SPARKS | MD | 21152 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $4,000 | |
| UTAH OPEN LANDS | ||||||||
| 1488 S MAIN STREET | SALT LAKE CITY | UT | 84115 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $200 | |
| WATER 1ST INTERNATIONAL | ||||||||
| 1904 3RD AVENUE SUITE 1012 | SEATTLE | WA | 98101 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $1,000 | |
| WOMEN'S RESOURCE CENTER OF NORTHERN MICHIGAN | ||||||||
| 423 PORTER STREET | PETOSKEY | MI | 49770 | NONE | PUBLIC CHARITY | SOCIAL SUPPORT | $175 | |
| XAVERIAN BROTHERS HIGH SCHOOL | ||||||||
| 800 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $3,700 | |
| YONKERS PARTNERS EDUCATION | ||||||||
| 92 MAIN STREET SUITE 101 | YONKERS | NY | 10701 | NONE | PUBLIC CHARITY | EDUCATION SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,739 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $303,645 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $459,831 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $459,831 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,460,595 | EOYBookValueAmt |
| EOYFMV | $1,377,689 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $3,472,032 | EOYBookValueAmt |
| EOYFMV | $4,182,171 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $45,893 | BOYBookValueAmt |
| EOY Book Value | $114,819 | EOYBookValueAmt |
| EOYFMV | $127,400 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $150 | $0 | $150 |
| DUES AND MEMBERSHIP | $630 | $0 | $630 |
| OFFICE EXPENSES | $313 | $0 | $313 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $50,665 | Amt |
| Net Investment Income | $50,665 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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