ANTHONY FORD CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY FORD CHARITABLE FOUNDATION (EIN 83-1765204)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-11
- IRS object ID
- 202341019349102864
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-11T10:29:31-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831765204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony Ford Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | anthony thompson | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | anthony | PersonFirstNm |
| Person Last | thompson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $11,490,241 | 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 |
| Interest On Sav Rev And Expnss | $1,280 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,280 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $145,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,118,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $324,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $324,966 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $155 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $36,677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $36,677 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $314,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $314,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $364,018 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $324,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,194 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,451 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,794,543 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,725,234 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,401,790 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,852,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,813,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,490,241 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,852,737 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,813,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,852,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,813,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,852,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,813,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,852,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,052 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,813,685 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,813,685 | 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 | $2,118,566 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,940,603 | CostOrOtherBasisAmt |
| Gain Or Loss | $177,963 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $177,963 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,963 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,515 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,515 | SubtotalAmt |
| Tax Based On Investment Income | $4,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,215 | TaxDueAmt |
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 | DE | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony V Thompson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $12,114,059 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,196,282 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,196,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,944 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,013,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $600,667 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $600,667 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,515 | TotalTaxAmt |
| Distributable Before Adj | $596,152 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $596,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $596,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,877 | 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 | $350,877 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $596,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $345,945 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $350,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $345,945 | AppliedToYear1Amt |
| Applied To Current Year | $4,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $591,220 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anthony V Thompson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN LIVER FOUNDATION | |||||||
| 39 BROADWAY 27TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,000 |
| BROADWAY MALL ASSOCIATION INC | |||||||
| 2095 BROADWAY STE 403 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $500 |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR MARINE EDUCATION & RECREATION AT OYSTER | |||||||
| 1 W END AVE | OYSTER BAY | NY | 11771 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY HEALTH PROJECT INC | |||||||
| 356 W 18TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $12,500 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | Grant to The Anthony Ford Donor Advised Fund | $75,000 |
| FRENCH INSTITUTE-ALLIANCE FRANCAISE | |||||||
| 22 E 60TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $25,000 |
| LESBIAN AND GAY COMMUNITY SERVICES CENTER INC | |||||||
| 208 W 13TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $10,000 |
| LESBIAN AND GAY COMMUNITY SERVICES CENTER INC | |||||||
| 208 W 13TH ST | NEW YORK | NY | 10011 | N/A | PC | CYCLE for the CAUSE ride in September 2022 | $2,000 |
| LESLIE LOHMAN MUSEUM OF GAY AND LESBIAN ART | |||||||
| 26 WOOSTER ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $24,000 |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | |||||||
| 415 CROSSWAYS PARK DR STE D | WOODBURY | NY | 11797 | N/A | PC | General & Unrestricted | $10,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE PROJEC | |||||||
| 116 NASSAU ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 |
| NEW YORK POPS INC | |||||||
| 39 BROADWAY RM 1150 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $48,700 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $10,000 |
| ORPHEUS CHAMBER ORCHESTRA INC | |||||||
| 490 RIVERSIDE DRIVE 11TH FL | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $38,500 |
| RIVERSIDE PARK CONSERVANCY INC | |||||||
| 475 RIVERSIDE DR STE 455 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $500 |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRA | |||||||
| 305 7TH AVE 12TH FL | NEW YORK | NY | 10001 | N/A | PC | The Anthony Ford Donor Advised Fund | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | Families of Ukraine | $5,000 |
| WORLD MONUMENTS FUND INC | |||||||
| ROCKEFELLER CTR 600 5TH AVE 25TH FL | NEW YORK | NY | 10020 | N/A | PC | General & Unrestricted | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $314,200 | 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 | $1,280 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,723 | 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 | $177,963 | 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 | $324,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $324,966 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB SUSTAINABLE THEMATIC CREDIT | $2,597,878 | $2,078,478 |
| ABBOTT LABS | $87,519 | $85,856 |
| ADOBE SYSTEMS, INC | $70,073 | $46,105 |
| ALLIANCEBERN INTL GROWTH ADV | $1,731,185 | $1,861,931 |
| ALLIANCEBERNSTEIN GLOBAL CORE | $2,261,616 | $2,382,525 |
| ALLIANT CORP | $62,472 | $59,185 |
| ALPHABET INC CL C | $118,497 | $151,994 |
| AMAZON COM | $180,024 | $112,308 |
| AMERICAN WATER WORKS COMPANY I | $36,463 | $35,819 |
| APPLE INC | $212,367 | $234,654 |
| ARES MANAGEMENT CORPORATION | $40,678 | $41,680 |
| ASML HOLDING NV NY REG SHS | $48,576 | $48,630 |
| BERNSTEIN SHORT DURATION PLUS | $21,052 | $19,784 |
| BROADCOM INC | $101,620 | $130,836 |
| CBRE GROUP | $62,960 | $68,648 |
| CENTENE CORP | $55,915 | $52,814 |
| CHARLES SCHWAB CORP | $61,441 | $70,771 |
| CIENA CORP | $14,056 | $13,663 |
| COMCAST CORP | $96,292 | $66,548 |
| COSTCO WHOLESALE CORPORATION | $50,489 | $64,367 |
| CUBESMART | $54,058 | $54,016 |
| ELEVANCE HEALTH INC | $56,357 | $81,049 |
| ETSY INC | $31,216 | $19,524 |
| FORD MOTOR COMPANY | $46,828 | $34,599 |
| GEN DIGITAL ORD SHS | $70,643 | $55,954 |
| GOLDMAN SACHS GROUP | $82,879 | $77,261 |
| GRAINGER W W INC | $51,503 | $60,631 |
| IDEXX CORP | $25,285 | $29,781 |
| IQVIA HOLDINGS INC | $69,632 | $59,213 |
| ISHARES BARCLAYS 1-3 YEAR TREA | $1,050,136 | $997,092 |
| ISHARESLEHMAN 7-10YR | $462,855 | $393,081 |
| JP MORGAN CHASE | $89,014 | $93,468 |
| KEYSIGHT TECHNOLOGIES INC | $57,224 | $55,940 |
| KNIGHT SWIFT TRANSPORTATION HO | $18,497 | $22,746 |
| LOWES COMPANIES INC | $43,442 | $59,174 |
| MASTERCARD INC | $145,625 | $136,658 |
| MERCK & CO INC | $80,162 | $114,057 |
| MICROSOFT CORP | $227,405 | $308,169 |
| MORGAN STANLEY | $82,126 | $68,526 |
| MOTOROLA SOLUTIONS INC | $46,401 | $55,150 |
| NESTLE S.A | $49,027 | $49,135 |
| NIKE INC-CL B | $32,265 | $40,485 |
| NORFOLK SOUTHERN CORP | $80,783 | $87,233 |
| NVIDIA CORP | $31,198 | $22,506 |
| OTIS WORLDWIDE CORP | $63,425 | $70,087 |
| PFIZER INC | $66,463 | $57,338 |
| PROGRESSIVE CORP OHIO | $58,372 | $67,838 |
| PULTE GROUP INC | $53,583 | $43,800 |
| QUALCOMM INC | $31,758 | $26,715 |
| SBA COMMUNICATIONS CORP | $42,557 | $37,281 |
| SENSATA TECHNOLOGIES HOLDINGS | $36,642 | $28,912 |
| SVB FINANCIAL GROUP | $68,745 | $24,395 |
| TAPESTRY INC | $47,924 | $52,817 |
| TARGET CORPORATION | $39,528 | $32,193 |
| THERMO FISHER SCIENTIFIC INC | $21,041 | $21,477 |
| UNITEDHEALTH GROUP INC | $51,864 | $68,923 |
| VEEVA SYSTEMS INC | $10,278 | $10,328 |
| VERTEX PHARMCTLS INC | $39,542 | $56,023 |
| WAL-MART STORES INC | $113,915 | $122,648 |
| WILLIS TOWERS WATSON | $44,348 | $53,074 |
| ZEBRA TECHNOLOGIES CORP | $39,515 | $25,897 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $36,652 | $36,652 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $2,300 | |
| 990-PF Excise Tax for 2021 | $10,686 | |
| Foreign Tax Paid | $155 | $155 |