CORBIN A AND DORICE S MCNEILL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CORBIN A AND DORICE S MCNEILL FOUNDATION (EIN 36-4475641)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349101998
- Schema version
- 2023v5.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T12:36:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364475641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORBIN A & DORICE S McNEILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DORICE S MCNEILL | InCareOfNm |
| Business Name Control | CORB | BusinessNameControlTxt |
| Phone | 3077339278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DORICE McNEILL 525 NW RIDGE RD | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CORBIN MCNEILL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3077339278 | PhoneNum |
| Signature | 2024-11-12 | 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 | Gabriel Wascher | PreparerPersonNm |
| PTIN | P02146491 | PTIN |
| Phone | 3123573950 | PhoneNum |
| Preparation | 2024-11-12 | 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 | $2,336,253 | 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 | $4,055 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $37,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $315,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,004 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,270 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,270 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,576 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,576 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $406 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $406 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $527 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $527 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,824 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,755 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,755 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $222,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$189,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,180 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,522 | CashBOYAmt |
| Cash EOY | $97,721 | CashEOYAmt |
| Cash EOYFMV | $97,721 | CashEOYFMVAmt |
| Acct Rcvbl | $250 | AcctRcvblAmt |
| Acct Rcvbl EOY | $250 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $250 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,397,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,157,713 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,267,582 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $478,111 | OtherAssetsBOYAmt |
| Other Assets EOY | $478,111 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $970,700 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,930,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,733,795 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,336,253 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,055 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,055 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,926,776 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,733,788 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,926,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,733,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,930,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,733,795 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,926,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$189,656 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,737,120 | SubtotalAmt |
| Other Decreases | $3,332 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,733,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB #8661 | $151,172 | $153,202 | -$1,968 | -$2,030 | |
| BROADSTONE NET LEASE INC | $162,278 | $170,222 | -$7,944 | -$7,944 | |
| CAPITAL GAIN DIVIDENDS | $1,776 | P | |||
| CAPITAL GAIN DIVIDENDS | $1,776 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,136 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $364 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $364 | SubtotalAmt |
| Tax Based On Investment Income | $364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,031 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $11,031 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,667 | OverpaymentAmt |
| Applied To ES Tax | $10,667 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORICE S MCNEILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3077339278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 NW RIDGE RD | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CORBIN A MCNEILL JR | |||||||||||||
| 525 NW RIDGE ROAD | Jackson | WY | 83001 | VICE-PRESIDENT | 1.0 | $0 | $0 | $0 | |||||
| DORICE S MCNEILL | |||||||||||||
| 525 NW RIDGE ROAD | Jackson | WY | 83001 | PRESIDENT | 1.0 | $0 | $0 | $0 | |||||
| MICHELE POIRIER-MCNEILL | |||||||||||||
| 5708 Palantine Avenue | North Seattle | WA | 98103 | DIRECTOR | 1.0 | $0 | $0 | $0 | |||||
| CORBIN MCNEILL IV | |||||||||||||
| 318 Marshall Vale Ln | Kennett Square | PA | 19348 | DIRECTOR | 1.0 | $0 | $0 | $0 | |||||
| KEVIN MCNEILL | |||||||||||||
| 914 Kirby Drive | Westchester | PA | 19380 | DIRECTOR | 1.0 | $0 | $0 | $0 | |||||
| ALICIA MCNEILL | |||||||||||||
| DIRECTOR | 1.0 | $0 | $0 | $0 | 10 NGAROMA ROAD | EPSOM | AUCKLAND | NZ | 1023 | ||||
| TIMOTHY MCNEILL | |||||||||||||
| 76 Vantine Road | Kerhonkson | NY | 12446 | DIRECTOR | 1.0 | $0 | $0 | $0 | |||||
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,233,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,340,280 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,340,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,305,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $364 | TotalTaxAmt |
| Distributable Before Adj | $114,895 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,895 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,895 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,755 | 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 | $211,755 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $808,079 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $912,866 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $450,089 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $659,545 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $366,148 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,196,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $114,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,860 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,293,587 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $808,079 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,485,508 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $912,866 | ExcessFromYear4Amt |
| Excess From Year3 | $450,089 | ExcessFromYear3Amt |
| Excess From Year2 | $659,545 | ExcessFromYear2Amt |
| Excess From Year1 | $366,148 | ExcessFromYear1Amt |
| Excess From Current Year | $96,860 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF JACKSON HOLE | |||||||||||||
| 245 East Simpson Avenue | Jackson | WY | 83001 | None | PC | Support for Local Philanthropy | $25,000 | ||||||
| THE BRIDGE TO LIFE | |||||||||||||
| 147-32 Stanford Avenue 2nd Floor | Flushing | NY | 11355 | None | PC | Support for Medical Assistance and Advancement | $5,000 | ||||||
| CAN DO MULTIPLE SCLEROSIS | |||||||||||||
| PO Box 5860 | Avon | CO | 81620 | None | PC | Support to Deliver Health and Wellness Education Programs to Help Families Living with Multiple Sclerosis | $20,005 | ||||||
| Foothills Food Bank | |||||||||||||
| PO Box 715 | Carefree | AZ | 85377 | None | PC | Support for Food Banks | $6,000 | ||||||
| Living and Giving in Christ DIOCESE OF CHEYENNE | |||||||||||||
| PO BOX 1468 | CHEYENNE | WY | 820031468 | None | PC | Support for Church to Carry out Its Religious Mission | $20,000 | ||||||
| Diocese of Phoenix | |||||||||||||
| 400 E Monroe St | Phoenix | AZ | 85004 | None | PC | Support for Church to Carry out Its Religious Mission | $10,000 | ||||||
| St Peter's College Foundation Trust | |||||||||||||
| NONE | NC | Support for Education | $10,000 | Mountain Road | Epsom | Auckland | NZ | 1023 | |||||
| Foothills Caring Corps | |||||||||||||
| PO Box 831 | Carefree | AZ | 85377 | None | PC | Support for Local Philanthropy | $5,250 | ||||||
| Northwest Harvest | |||||||||||||
| PO Box 12272 | Seattle | WA | 98102 | none | PC | Support for Food Banks | $5,000 | ||||||
| Deerfoot Lodge | |||||||||||||
| PO Box 228 | Speculator | NY | 12164 | None | PC | Support for Local Philanthropy | $10,000 | 134 Deerfoot Lodge Drive | |||||
| US NAVAL INSTITUTE FOUNDATION | |||||||||||||
| 291 WOOD ROAD | ANNAPOLIS | MD | 21402 | NONE | PC | Support for naval history and education | $20,000 | ||||||
| OUR LADY OF THE MOUNTAINS CHURCH | |||||||||||||
| 201 S Jackson St | Jackson | WY | 83001 | NONE | PC | Support for the Academy to carry out its mission Mission | $18,000 | ||||||
| OUR LADY OF JOY | |||||||||||||
| 3041 Ironwood Rd | CAREFREE | AZ | 85377 | NONE | PC | Support for Church to Carry out Its Religious Mission | $23,000 | The Boulders | |||||
| GREEN BERET FOUNDATION | |||||||||||||
| 14351 BLANCO RD | SAN ANTONIO | TX | 78216 | NONE | PC | Support for providing relief to impacted military families | $2,000 | ||||||
| THE SOCIETY OF ST VINCENT DE PAUL | |||||||||||||
| PO BOX 13600 | PHOENIX | AZ | 85002 | NONE | PC | Support for Church to Carry out Its Religious Mission | $10,000 | ||||||
| D&H Canal Historical Society | |||||||||||||
| PO Box 23 | High Falls | NY | 12440 | NONE | PC | Support for History and Education | $5,000 | ||||||
| Academy of Notre Dame | |||||||||||||
| 560 Sproul Rd | Villanova | PA | 19085 | NONE | NC | Support for Education | $10,000 | ||||||
| St Joseph's Children's Home | |||||||||||||
| 1419 Main St | Torrington | WY | 82240 | NONE | NC | Support for caregiving | $1,000 | ||||||
| Naval Submarine League | |||||||||||||
| 405 North Henry St | Alexandria | VI | 22314 | NONE | NC | Support for national defense | $1,000 | ||||||
| US Naval Academy Alumni Association and Foundation | |||||||||||||
| 301 King George St | Annapolis | MD | 21402 | NONE | NC | Support for Education | $2,500 | ||||||
| Tailhook Educational Foundation | |||||||||||||
| 9696 Businesspark Ave | San Diego | CA | 921311643 | NONE | NC | Support for Education | $3,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,755 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,004 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,868 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,868 | TotalIncomeProducingActyAmt |
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 PREP FEES | CategoryTxt |
| Amt | $6,270 | Amt |
| Net Investment Income | $6,270 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Peter's College Foundation Trust | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MOUNTAIN ROAD | AddressLine1Txt |
| City | EPSOM | CityNm |
| Province Or State | AUKLAND | ProvinceOrStateNm |
| Country | NZ | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-11-27 | GrantDt |
| Grant | $10,000 | GrantAmt |
| Purpose Of Grant | SUPPORT FOR EDUCATION | PurposeOfGrantTxt |
| Expended By Grantee | $10,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/27/2023 | DatesOfReportsByGranteeTxt |
| Verification | 2023-11-27 | VerificationDt |
| Results Of Verification | The organization provided a completed expenditure responsibility statement on November 27, 2023 detailing the 2023 usage of the donation to be made on November 27, 2023. The organization indicated that the entire $10,000 would be used in 2023. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB 8661 | $1,157,713 | $1,267,582 |
| BROADSTONE NET LEASE | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GREENHOUSE OVERSEAS FUND | $50,330 | $50,330 | $247,583 |
| RADCLIFFE ULTRA SHORT DURATION | $302,781 | $302,781 | $432,492 |
| RADCLIFFE INTERNATIONAL SPAC | $125,000 | $125,000 | $290,625 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,332 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REF PARTNERS | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK AND MGMT FEES | CategoryTxt |
| Amt | $3,576 | Amt |
| Net Investment Income | $3,576 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $527 | Amt |
| Net Investment Income | $527 | NetInvestmentIncomeAmt |
Comments