WILCOX FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILCOX FAMILY FOUNDATION (EIN 22-6474493)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-01-21
- IRS object ID
- 202510219349100501
- Schema version
- 2023v6.0
- 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 Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-21T08:01:11-06:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226474493 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILCOX FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 6145376963 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL ST 37TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON SHIELDS | PersonNm |
| Person Title | MANAGING DIRECT | PersonTitleTxt |
| Phone | 6145376963 | PhoneNum |
| Signature | 2025-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY KOWALCZYK | PreparerPersonNm |
| PTIN | P01387686 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-01-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,110,270 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,346 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $65,881 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $61,696 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $67,316 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,131 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,908 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,931 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,977 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $188 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,362 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,165 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,637 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,474 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,469 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,582,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,488,053 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,107,801 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,585,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,490,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,110,270 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,585,300 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,490,522 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,585,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,490,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,585,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,490,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,585,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,490,596 | SubtotalAmt |
| Other Decreases | $74 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,490,522 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $704 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $704 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $704 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,696 | OverpaymentAmt |
| Applied To ES Tax | $1,696 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | CIBC NATIONAL TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6145376963 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL ST 37TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| G GEER WILCOX | ||||||
| 1985 WEMBLEY WAY | EAST LANSING | MI | 48821 | CO-TRUSTEE AS REQ'D | 0 | $0 |
| CHRISTINA W MCINTYRE | ||||||
| 57 NEWPORT STREET | JAMESTOWN | RI | 02835 | CO-TRUSTEE, AS REQ'D | 0 | $0 |
| PETER B WILCOX | ||||||
| 20 BEACON HILL ROAD | NEWPORT | RI | 02840 | CO-TRUSTEE, AS REQ'D | 0 | $0 |
| CIBC NATIONAL TRUST COMPANY | ||||||
| 100 FEDERAL ST 37TH FLOOR | BOSTON | MA | 02110 | CO-TRUSTEE AS REQ'D | 1 | $15,908 |
| CHRISTINA W MCINTYRE | ||||||
| 57 NEWPORT STREET | JAMESTOWN | RI | 02835 | CO-TRUSTEE | 0 | $0 |
| KYRSTEN WILCOX | ||||||
| 726 CLARK STREET | LANSING | MI | 48906 | CO-TRUSTEE | 0 | $0 |
| MS KATHERINE WILCOX-LEIGH | ||||||
| 200 EAST MIDDLE STREET | WILLIAMSTON | MI | 48895 | CO-TRUSTEE | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,948,846 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,971,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,971,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,926,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $704 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $704 | TotalTaxAmt |
| Distributable Before Adj | $145,643 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $145,643 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $145,643 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,165 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $145,165 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,643 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $128,033 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,165 | QualifyingDistributionsAmt |
| Applied To Year1 | $128,033 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $128,511 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| RE-MEMBER | ||||||||
| PO BOX 5054 | PINE RIDGE | SD | 57770 | NONE | PC | CHARITABLE | $2,000 | |
| ONE LOVE GLOBAL INC | ||||||||
| PO BOX 81157 | LANSING | MI | 48908 | NONE | PC | CHARITABLE | $2,000 | |
| AUDUBON SOCIETY OF RHODE ISLAND | ||||||||
| 12 SANDERSON ROAD | SMITHFIELD | RI | 02917 | NONE | SO | NATURAL RESOURCE | $500 | |
| POTTER LEAGUE | ||||||||
| PO BOX 412 | Newport | RI | 02840 | NONE | SO | ANIMAL PROTECTION & WELFARE | $500 | ATTN MS CHRISTIE SMITH |
| EDGEWOOD UNITED CHURCH | ||||||||
| 469 NORTH HAGADORN | EAST LANSING | MI | 48823 | NONE | SO | RELIGIOUS ORGANIZATION | $7,000 | C/O MR CHUCK GOWAN |
| NATIONAL FEDERATION OF THE BLIND | ||||||||
| 1417 CORBETT ST | LANSING | MI | 48910 | NONE | SO | ASSISTANCE FOR THOSE WITH | $15,000 | OF MICHIGAN C/O MARK EAGLE TREASURER |
| WRNI | ||||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | SO | PUBLIC MEDIA & RADIO | $3,000 | (RHODE ISLAND PUBLIC RADIO) |
| STAR KIDS SCHOLARSHIP PROGRAM | ||||||||
| PO BOX 6214 | MIDDLETOWN | RI | 02842 | NONE | SO | EDUCATIONAL OPPORTUNITIES | $28,000 | C/O MS KATHY STARK EXEC DIRECTOR |
| Plan International USA | ||||||||
| 155 PLAN WAY | Warwick | RI | 028869928 | NONE | PC | GENERAL | $3,500 | |
| Teen Challenge of Rhode Island | ||||||||
| 572 ELMWOOD AVE | Providence | RI | 02907 | NONE | PC | GENERAL | $1,000 | |
| Give Directly Inc | ||||||||
| PO BOX 3221 | New York | NY | 10008 | NONE | PC | GENERAL | $500 | |
| Eat REAL Certified Inc | ||||||||
| 548 MARKET ST | San Francisco | CA | 94104 | NONE | PC | GENERAL | $500 | |
| RI Community Food Bank | ||||||||
| P O BOX 817 | Providence | RI | 029010817 | NONE | PC | GENERAL | $1,000 | |
| Doctors Without Borders | ||||||||
| P O BOX 5022 | Hagerstown | MD | 217419804 | NONE | PC | GENERAL | $4,000 | |
| Aquidneck Community Table | ||||||||
| PO BOX 1481 | Newport | RI | 02840 | NONE | PC | GENERAL | $1,000 | |
| Hopital Albert Schweitzer | ||||||||
| 2840 LIBERTY AVE | Pittsburgh | PA | 15232 | NONE | PC | GENERAL | $5,500 | |
| Friends of The Dominican Republic | ||||||||
| 2 - 2ND STREET APT 3604 | Jersey City | NJ | 07302 | NONE | PC | GENERAL | $2,000 | |
| Island Moving Company | ||||||||
| 3 CHARLES STREET | Newport | RI | 02840 | NONE | PC | GENERAL | $2,000 | |
| Moses Brown School Development | ||||||||
| 250 LLOYD AVE | Providence | RI | 02906 | NONE | PC | GENERAL | $3,000 | |
| Greater Lansing Food Bank | ||||||||
| PO BOX 16224 | Lansing | MI | 48901 | NONE | PC | GENERAL | $2,000 | |
| Cerf-Craft Emergency Relief Fund | ||||||||
| 535 STONE CUTTERS WAY STE 202 | Montpelier | VT | 05602 | NONE | PC | GENERAL | $2,000 | |
| Salus Center | ||||||||
| 408 S WASHINGTON SQUARE | Lansing | MI | 48933 | NONE | PC | GENERAL | $3,000 | |
| Farm & Wilderness Conservation Inc | ||||||||
| 401 FARM AND WILDERNESS RD | Plymouth | VT | 05056 | NONE | PC | GENERAL | $1,000 | |
| Newport String Project | ||||||||
| 16 WARNER ST | Newport | RI | 02840 | NONE | PC | GENERAL | $4,000 | |
| Salvation Army | ||||||||
| 51 MEMORIAL BLVD | Newport | RI | 02840 | NONE | PC | GENERAL | $3,000 | |
| Crossroads RI | ||||||||
| 160 BROAD ST | Providence | RI | 029034028 | NONE | PC | GENERAL | $1,000 | |
| Hospice of Lansing | ||||||||
| 3186 PINE TREE ROAD SUITE 1 | Lansing | MI | 48911 | NONE | PC | GENERAL | $2,000 | |
| Planned Parenthood of Southern | ||||||||
| 345 WHITNEY AVE | New Haven | CT | 06511 | NONE | PC | GENERAL | $3,000 | |
| Newport Performing Arts Center | ||||||||
| PO BOX 234 | Newport | RI | 02840 | NONE | PC | GENERAL | $4,000 | |
| Community Housing Resource Board | ||||||||
| PO BOX 3833 | Newport | RI | 02840 | NONE | PC | GENERAL | $3,000 | |
| Meta Peace Team | ||||||||
| 201 W MILLER ROAD | Lansing | MI | 48911 | NONE | PC | GENERAL | $2,000 | |
| Capital Area Humane Society | ||||||||
| 7095 W GRAND RIVER | Lansing | MI | 48906 | NONE | PC | GENERAL | $1,000 | |
| trans lifeline | ||||||||
| 548 MARKET ST PMB 15337 | San Francisco | CA | 941045401 | NONE | PC | GENERAL | $3,000 | |
| Women's Resource Center | ||||||||
| PO BOX 3204 | Newport | RI | 02840 | NONE | PC | GENERAL | $2,000 | |
| Martin Luther King Center | ||||||||
| 20 DR MARCUS F WHEATLAND BLVD | Newport | RI | 02840 | NONE | PC | GENERAL | $11,000 | |
| Newport Mental Health | ||||||||
| 127 JOHNNY CAKE HILL ROAD | Middletown | RI | 02842 | NONE | PC | GENERAL | $2,000 | |
| Turning Around Ministries Inc | ||||||||
| PO BOX 3151 | Newport | RI | 02840 | NONE | PC | GENERAL | $4,000 | |
| St Michaels Country Day School | ||||||||
| 180 RHODE ISLAND AVE | Newport | RI | 02840 | NONE | PC | GENERAL | $3,000 | |
| Environmental Working Group | ||||||||
| 1250 I STREET NW SUITE 1000 | Washington | DC | 20005 | NONE | PC | GENERAL | $1,000 | |
| World Central Kitchen | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | Washington | DC | 20001 | NONE | PC | GENERAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| FEDERAL TAX REFUND | 900099 | 14 | $1,654 |
| HEROY PARTNERS | 900099 | 14 | $64,227 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,316 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $188 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | S86575693 HEROY PARTNERS PARTN | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,488,053 | BookValueAmt |
| EOYFMV | $3,107,801 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTRA PERIOD ADJUSTMENT | $73 |
| ROUNDING | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| HEROY PARTNERS LLC | $64,227 | $61,696 |
| FEDERAL TAX REFUND | $1,654 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,962 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,400 | $0 | $0 |
Comments