WILLINPHILA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLINPHILA FOUNDATION (EIN 13-3933663)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-03-10
- IRS object ID
- 202310699349100716
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-10T17:31:31-06:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133933663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLINPHILA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2122074707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 EAST 86TH STREET 15A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100281060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM L MUSSER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122074707 | PhoneNum |
| Signature | 2023-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | MUSSER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL WEIRETER | PreparerPersonNm |
| PTIN | P00140887 | PTIN |
| Phone | 2123721000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $525,697 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,038 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $154,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,038 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $119,848 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,848 | 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 |
| Accounting Fees Rev And Expnss | $3,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,134 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,646 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,466 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $246 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,746 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,145 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,145 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,318 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,163 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,955 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $977 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $174,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $154,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $519,742 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $185,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,028 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $525,697 | 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 | $185,321 | RetainedEarningBOYAmt |
| Retained Earning EOY | $160,028 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $185,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $185,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,028 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $185,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,500 | OtherIncreasesAmt |
| Subtotal | $160,028 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $160,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $154,323 | GrossSalesPriceAmt |
| Cost Or Other Basis | $40,285 | CostOrOtherBasisAmt |
| Gain Or Loss | $114,038 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $114,038 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,038 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,645 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,645 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,645 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $64 | EsPenaltyAmt |
| Tax Due | $1,709 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA S MUSSER | IndividualWithBooksNm |
| Phone | 2122074707 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 EAST 86TH STREET APT 15A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100281060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM L MUSSER JR | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDA S MUSSER | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PHILIP ADRIAN MUSSER | ||||||||
| 1315 22ND STREET NW | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LILA RUTH MUSSER | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $636,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $643,497 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $643,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $633,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,692 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,692 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,645 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,645 | TotalTaxAmt |
| Distributable Before Adj | $30,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,547 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,547 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,891 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $143,891 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,547 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,229 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,689 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,893 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,818 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,081 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $143,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,547 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,344 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $223,054 | 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 | $6,229 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $216,825 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,689 | ExcessFromYear4Amt |
| Excess From Year3 | $23,893 | ExcessFromYear3Amt |
| Excess From Year2 | $26,818 | ExcessFromYear2Amt |
| Excess From Year1 | $37,081 | ExcessFromYear1Amt |
| Excess From Current Year | $111,344 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM L MUSSER JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RIVERS | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $7,500 | |
| AUGUSTA FIRE DEPARTMENT | ||||||||
| PO BOX 77 | AUGUSTA | MT | 59410 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| AUGUSTA FOOD SHARE | ||||||||
| PO BOX 289 | AUGUSTA | MT | 59410 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| AUGUSTA PUBLIC SCHOOL | ||||||||
| 18 GOVERNMENT CENTER LANE | VERONA | VA | 24482 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| BATTERY CONSERVANCY | ||||||||
| ONE WHITEHALL STREET 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| BREARLEY SCHOOL | ||||||||
| 610 E 83RD ST | NEW YORK | NY | 10028 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 | |
| CARE - COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| CARES FOUNDATION | ||||||||
| 1500 21ST ST | SACRAMENTO | CA | 95811 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $700 | |
| CENTER COMPREHENSIVE HEALTH PRACTICE | ||||||||
| 1900 SECOND AVENUE 12TH FLOOR | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| CENTER FOR COLLOBORATIVE CLASSROOM | ||||||||
| 1001 MARINA VILLAGE PARKWAY SUITE | ALAMEDA | CA | 94501 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $62,500 | 110 |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| CHAMBER MUSIC SOCIETY LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA 10TH FLOOR | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| CHANCES FOR CHILDREN | ||||||||
| 20343 N HAYDEN RD STE 105 | SCOTTSDALE | AZ | 85255 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| CITY HARVEST | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $225 | |
| CM RUSSELL MUSEUM | ||||||||
| 400 13TH ST N | GREAT FALLS | MT | 59401 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $75 | |
| COALITION OF THE HOMELESS | ||||||||
| 1300 S FOURTH STREET 250 | LOUISVILLE | KY | 40208 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| ECO HEALTH ALLIANCE | ||||||||
| 520 EIGHTH AVENUE SUITE 1200 | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| FISHERS LSLAND FIRE DEPT | ||||||||
| 250 ATHOL CRESCENT AVENUE | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| FISHERS LSLAND LIBRARY | ||||||||
| PO BOX 366 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| FISHERS LSLAND UNION CHAPEL | ||||||||
| 821 CRESCENT AVENUE PO BOX 192 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| FISHERSLS CONSERVANCY | ||||||||
| PO BOX 553 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| FRESHAIRFUND | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,150 | |
| FRICKMUSEUM | ||||||||
| 7227 REYNOLDS STREET | PITTSBURGH | PA | 15208 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $130 | |
| HEALTH ADVOCATES | ||||||||
| 155 EAST 44TH STREET 6TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| HL FERGUSON MUSEUM | ||||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| KENYON COLLEGE | ||||||||
| 209 CHASE AVENUE | GAMBIER | OH | 43022 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| L&M MEMORIAL HOSPITAL | ||||||||
| 365 MONTAUK AVENUE | NEW LONDON | CT | 06320 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| LETS WIN PANCREATIC CANCER | ||||||||
| 422 E 72ND STREET SUITE 9D | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| LIGHTHOUSE WORKS | ||||||||
| 2500 KUNZE AVENUE | ORLANDO | FL | 32806 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| LINNAEAN SOCIETY | ||||||||
| PO BOX 4121 | NEW YORK | NY | 10136 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 | |
| LSLAND COMMUNITY CENTER | ||||||||
| PO BOX 464 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 | |
| LSLAND HEALTH PROJECT | ||||||||
| PO BOX 344 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| MADISON AVENUE PRESBYTERIAN CHURCH | ||||||||
| 921 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 | |
| MET OPERA FUND | ||||||||
| 30 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| METROPOLITAN MUSEUM | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $110 | |
| MONTANA LAND RELIANCE | ||||||||
| PO BOX 355 | HELENA | MT | 59624 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 | |
| MONTANA PBS | ||||||||
| PO BOX 173340 | BOZEMAN | MT | 59717 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $150 | |
| MONTANA PUBLIC RADIO | ||||||||
| 629 S 6TH E | MISSOULA | MT | 59812 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| MUSEUM MODERN ART | ||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $110 | |
| NATIONAL HOME GROWN PARK | ||||||||
| PO BOX 1106 | SHARON | CT | 06069 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| NY BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $130 | |
| NY PHILHARMONIC | ||||||||
| DAVID GEFFEN HALL 10 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $100 | PLAZA |
| NY PUBLIC RADIO | ||||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $365 | |
| NYC BALLET | ||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| NYTIMES NEEDIEST CASES | ||||||||
| 620 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $7,000 | |
| PHILLIPS ACADEMY | ||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| ROCK MOUNTAIN WEED ROUNDTABLE | ||||||||
| PO BOX 663 | CHOTEAU | MT | 59422 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $150 | |
| SPRING LSLAND TRUST | ||||||||
| 40 MOBLEY OAKS LN | OKATIE | SC | 29909 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| SUSAN WICKLUND FUND | ||||||||
| PO BOX 11757 | BOZEMAN | MN | 59719 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 | |
| THIRTEEN | ||||||||
| PO BOX 1313 | NEW YORK | NY | 10101 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| TRACS | ||||||||
| 955 N STREET | FRESNO | CA | 93721 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY ST SUITE 900 | SAN FRANCISCO | CA | 94104 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 | |
| WALSH PARK | ||||||||
| PO BOX 684 | FISHERS ISLAND | NY | 06390 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 | |
| WILD MONTANA | ||||||||
| 80 SOUTH WARREN | HELENA | MT | 59601 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $150 | |
| YOUNG CONCERT ARTISTS | ||||||||
| 1776 BROADWAY STE 1500 | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,145 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $119,848 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,848 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,780 | Amt |
| Net Investment Income | $1,134 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,646 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 ALPHABET INC CL A | $6,018 | $40,396 |
| 500 ANALOG DEVICES INC | $17,490 | $85,955 |
| 700 APPLE INC | $10,848 | $103,621 |
| 500 AXSOME THERAPEUTICS INC | $20,177 | $36,145 |
| 1500 DIGITAL TURBINE INC | $4,986 | $27,390 |
| 6000 IZEA WORLDWIDE INC | $10,211 | $3,966 |
| 1200 LIVEPERSON INC DEL COM | $10,690 | $14,088 |
| 600 MICROSOFT CORP | $15,660 | $153,084 |
| 1600 PAN AMERN SILVER CORP | $1,679 | $912 |
| 1500 SPROTT INC REG SHS | $55,955 | $53,745 |
| 75 SYNAPTOGENIX INC | $359 | $440 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $100 | $0 | $100 |
| BANK CHARGES | $150 | $150 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR CHECK NOT CASHED | Desc |
| Amt | $2,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $246 | $246 | $0 |
| FEDERAL EXCISE TAX | $2,220 | $0 | $0 |
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