BALGLEY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BALGLEY FAMILY CHARITABLE FOUNDATION (EIN 83-1150552)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349101507
- 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
- Explan Of Legis Political Actvts
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T09:34:08-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113670147 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOANE & DOANE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2979 PGA BLVD SUITE 201 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | 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 | 831150552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALGLEY FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALG | BusinessNameControlTxt |
| Phone | 5616560200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2979 PGA BOULEVARD SUITE 201 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA G DOANE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5616560200 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBECCA | PersonFirstNm |
| Person Last | DOANE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDELL C DOANE | PreparerPersonNm |
| PTIN | P01446855 | PTIN |
| Phone | 5616560200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $7,842,823 | 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 | $1,670 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,670 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $277,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$41,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,954,908 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $949 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $949 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $238,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,392 | 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 |
| Legal Fees Rev And Expnss | $30,241 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $52 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,904 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $505,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $542,357 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $505,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$303,607 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $279,392 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $761,380 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,878 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,301,467 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,568,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,412,526 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,181,631 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,328,172 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,326,229 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $56,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,860 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,190 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,300,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,996,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,842,823 | 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 | $7,300,532 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,996,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,300,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,996,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,300,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,996,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,300,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$303,607 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,996,925 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,996,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| PLAINS ALL AMERICA K-1 LT GAINS | P | 2020-01-02 | 2022-12-31 | $93 | -$93 | -$93 | |
| PLAINS ALL AMERICA K-1 IRC1231 GAIN | P | 2020-01-02 | 2022-12-31 | $10 | $10 | $10 | |
| BAIARD INVESTMENTS PER SUMMARY | P | 2020-01-02 | 2022-12-31 | $1,996,406 | -$41,508 | -$41,508 | $1,954,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$41,591 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,884 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,884 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,884 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | 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 | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $684 | 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 | FL | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA G DOANE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5616560200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2979 PGA BOULEVARD SUITE 201 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| REBECCA G DOANE | ||||||||
| 2979 PGA BOULEVARD SUITE 201 | PALM BEACH GARDENS | FL | 33410 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MEREDITH A BALGLEY | ||||||||
| 232 BULL CREEK ROAD | ASHEVILLE | NC | 288058702 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOEL F BALGLEY | ||||||||
| P O BOX 530623 | ST PETERSBURG | FL | 337470623 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,998,373 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,317,168 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,317,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,192,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $409,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $409,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,884 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,884 | TotalTaxAmt |
| Distributable Before Adj | $405,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $405,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $405,737 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $505,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $505,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $405,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $507,994 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $505,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $505,000 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $2,994 | Taxable2Amt |
| Undistributed Income CY | $405,737 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REBECCA G DOANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2979 PGA BOULEVARD SUITE 201 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616560200 | RecipientPhoneNum |
| Recipient Email Address | RGDOANE@DOANELAW.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO REQUIRED FORMAT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | NONE | 501(C)(3) | ACCELERATE TRANSITON OF RENEWABLE ENERGY | $3,000 | |
| ALI FORNEY CENTER | ||||||||
| 224 WEST 34TH ST 15TH FL | NEW YORK | NY | 10001 | NONE` | 501(C)(3) | SUPPORTS HOMELESS LGBTQ | $7,000 | |
| AMERICAN YOUTH HOSTELS | ||||||||
| 8401 COLESVILLE ROAD SUITE 600 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) | OPERATES YOUTH HOSTELS AND RUNS PROGRAMS | $4,000 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 311 WEST 43RD STREET 7TH FLOOR | NEW YORK | NY | 10036 | NONE | 501(C)(3) | HUMAN RIGHTS | $5,000 | |
| BLACK HAWK COLLEGE FUND | ||||||||
| 6600 34TH AVENUE | MOLINE | IL | 612655870 | NONE | 501(C)(3) | HIGHER EDUCATION | $2,500 | |
| BLUEFIELD STATE COLLGE | ||||||||
| 219 ROCK STREET | BLUEFILD | WV | 24701 | NONE | 501(C)(3) | PROMOTES GENERAL WELFARE OF STATE COLLEGE | $3,000 | |
| BOUNTIFUL CITIES | ||||||||
| PO BOX 9898 | ASHEVILLE | NC | 28802 | NONE | 501(C)(3) | TEACHING SUSTAINABLE AGRICULTURE | $2,500 | |
| BOUNTY & SOUL | ||||||||
| 999 OLD US HIGHWAY 70 | BLACK MOUNTAIN | NC | 28711 | NONE | 501(C)(3) | CONNECTING PEOPLE TO FOOD, EDUCATION | $2,500 | |
| BRIDGING CULTURES WITH MUSIC | ||||||||
| 1540 AQUARIUS WAY | BOWLING GREEN | KY | 421040213 | NONE | 501(C)(3) | PROVIDE MUSIC EDUCATION FOR UNDERSERVED POPULATONS | $5,000 | |
| CEDARS | ||||||||
| 6601 PIONEERS BLVD STE 2 | LINCOLN | NE | 68506 | NONE | 501(C)(3) | HELP CHILDREN ACHIEVE YOUTH SAFETY | $5,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER ST 22ND FL | NEW YORK | NY | 10038 | NONE | 501(C)(3) | LEGAL DEFENSE PROTECTION FOR REPORDUCTIVE RIGHTS | $5,000 | |
| CENTER FOR CONSCIOUS LIVING AND DYING | ||||||||
| PO BOX 348 | SWANNANOA | NC | 28778 | NONE | 501(C)(3) | DIRECT CARE, EDUCATION AND RESOURCES FOR LIFE'S FINAL STAGES | $25,000 | |
| CENTER FOR MOVEMENT EDUCATION | ||||||||
| PO BOX 2001 | SEBASTOPOL | CA | 95473 | NONE | 501(C)(3) | EDUCATE PEOPLE IN THE ROLE OF MOVEMENT IN HUMAN DEVELOPMENT | $10,000 | |
| CENTRAL CONNECTICUT STATE UNIVERSITY | ||||||||
| 1615 STANLEY STREET | NEW BRITAIN | CT | 06050 | NONE | 501(C)(3) | PUBLIC UNIVERSITY | $2,000 | |
| CHAMBERFEST CLEVELAND | ||||||||
| 20620 JOHN CARROLL BOULEVARD SUITE | CLEVELAND | OH | 44118 | NONE | 501(C)(3) | CREATE MUSICAL EXPERIENCES FOR AUDIENCES TO NURTURE AND ENRICH APPRECIATION OF CLASSICAL MUSIC | $2,000 | 217 |
| CLEAN ENERGY LEADERSHIP INSTITUTE | ||||||||
| 1212 BROADWAY FLOOR 16 | OAKLAND | CA | 946121805 | NONE | 501(C)(3) | PROMOTE TRANSITION TO CLEAN ENERGY ECONOMY | $6,500 | |
| CLIMATE FOUNDATION | ||||||||
| 3 LITTLE HARBOR ROAD | WOODS HOLE | MA | 025431012 | NONE | 501(C)(3) | EDUCATE AND RESEARCH GLOBAL FOOD SECURITY AND CARBON BALANCE IN SOILS AND SEAS, | $7,000 | |
| CONNECTIKIDS INC | ||||||||
| 814 ASYLUM AVENUE | HARTFORD | CT | 061052805 | NONE | 501(C)(3) | ENHANCE AND ENRICH EDUCATIONAL EXPERIENCES OF WEST MIDDLE SCHOOL STUDENTS | $1,000 | |
| COVENANT HOUSE | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | PROVIDE SHELTER, FOOD, IMMEDIATE CRISIS CARE, AND OTHER SERVICES TO HOMELESS AND RUNAWAY YOUTH | $3,000 | |
| CROWDEN MUSIC CENTER | ||||||||
| 1475 ROSE ST | BERKELEY | CA | 94702 | NONE | 501(C)(3) | PRIVATE NON PROFIT EDUCATION | $2,000 | |
| CULTURES IN HARMONY | ||||||||
| 6496 NORTH TUXEDO STREET | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | ADVANCE AND PROMOTE INTERNATIONAL AND CULTURAL UNDERSTANDING THROUGH MUSIC AND INTERACTION | $3,000 | |
| DATMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE | HARTFORD | CT | 06103 | NONE | 501(C)(3) | PRIVATE RESEARCH UNIVERSITY | $1,500 | |
| DAYENU | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1800 | NEW YORK | NY | 10015 | NONE | 501(C)(3) | SUPPORT CLIMATE CRISIS SOLUTIONS A JEWISH CALL TO CLIMATE ACTION | $6,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STEET | NEW YORK | NY | 10006 | NONE | 501(C)(3) | HUMANITARIAN MEDICAL PROJECTS | $7,000 | |
| ECOFORESTORS | ||||||||
| PO BOX 16007 | ASHEVILE | NC | 28816 | NONE | 501(C)(3) | PROFESSIONAL FERESTRY ORGANIZATION | $1,500 | |
| FORMAN SCHOOL | ||||||||
| 12 NORFOLK RD PO BOX 80 | LITCHFIELD | CT | 067590080 | NONE | 501(C)(3) | PRIVATE COLLEGE PREPRATORY SCHOOL FOR HIGH SCHOOL AND POST-GRADUATE STUDENT WITH DIAGNOSED LEARNING DIFFERENCES | $51,500 | |
| GREENWAVE | ||||||||
| PO BOX 550 | NEW HAVEN | CT | 06513 | NONE | 501(C)(3) | SUPPORT REGENEARATIVE OCEAN FARMING | $10,000 | |
| HARRIET BEECHER STOWE CENTER | ||||||||
| 77 FOREST AVENUE | HARTFORD | CT | 061054401 | NONE | 501(C)(3) | PRESERVES STOWE'S HOUSE AND PROMOTES HER LIFE WORK | $500 | |
| HARTFORD GAY AND LESBIAN HEALTH COLLECTIVE | ||||||||
| 1841 BROAD STREET | HARTFORD | CT | 06114 | NONE | 501(C)(3) | SUPPORTS DIVERSE SEXUAL ORIENTATIONS, GENDER IDENTITIES AND GENDER EXPRESSIONS | $3,500 | |
| HELPMATE INC | ||||||||
| 35 WOODFIN STREET | ASHVILLE | NC | 28801 | NONE | 501(C)(3) | DOMESTIC VIOLENCE ADVOCACY ORGANIZATION | $2,500 | |
| HIAS | ||||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | JEWISH FAMILY SERVICE TO RESETTLE REFUGEES | $3,000 | |
| HOMEWARD BOUND | ||||||||
| P O BOX 1166 | ASHEVILLE | NC | 28802 | NONE | 501(C)(3) | PREVENT AND END HOMELESSNESS IN COMMUNITY | $2,500 | |
| INDIANA UNIVERSITY | ||||||||
| 1331 EAST TENTH STREET | BLOOMINGTON | IN | 47408 | NONE | 501(C)(3) | PROVIDE FULL COST OF ATTENDANCE FOR EIGHT SEMESTERS OF UNDERGRADUATE STUDY AT INDIANA UNIVERSITY BLOOMINGTON | $3,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | 501(C)(3) | ASSISTS REFUGEES AND DISPLACED PEOPLE | $1,500 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | NONE | 501(C)(3) | ASSIST REFUGEES AND DISPLACED PEOPLE RESPONSIVE TO INTERNATIONAL HUMANITARIAN CRISES | $9,000 | |
| JEWISH FEDERATION OF THE QUAD CITIES | ||||||||
| 2215 EAST KIMBERLY ROAD | DAVENPORT | IA | 52807 | NONE | 501(C)(3) | PRESERVE, PROTECT, ENRICH AND ENHANCE JEWISH LIFE | $2,000 | |
| KISS THE GROUND | ||||||||
| 2236 SOUTH BARRINGTON AVE A | LOS ANGELES | CA | 90064 | NONE | 501(C)(3) | REGENERATIVE FARMING | $8,000 | |
| MALALA FUND | ||||||||
| POO BOX 53347 | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | CHAMPIONS THE RIGHT TO 12 YEARS FREE, SAFE, QUALITY EDUCATION FOR GIRLS AROUND THE WORLD | $6,000 | |
| MATTHEW SHEPARD FOUNDATION | ||||||||
| 800 18TH ST | DENVER | CO | 80202 | NONE | 501(C)(3) | SUPPORT THE DIGNITY AND EQUALITY OF ALL PEOPLE | $4,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | 501(C)(3) | ACADEMIC MEDICAL CENTER FOCUSED ON INTEGRATED PATIENT CARE, EDUCATION, RESEARCH | $2,000 | |
| MEDICAL BENEVOLANCE FOUNDATION | ||||||||
| 9555 PIONEERS BLVD STE 2 | LOS ANGELES | CA | 90060 | NONE | 501(C)(3) | FAITH BASED MEDICAL MINISTRY | $2,500 | |
| METROPOLITAN MINISTRIES | ||||||||
| 2002 NORTH FLORIDA AVENUE | PALM HARBOR | FL | 34683 | NONE | 501(C)(3) | HELPS HOMELESS AND AT RISK IN HILLSBOOUGH, PINELLAS, POLK AND PASCO COUNTIES FLORIDA | $5,000 | |
| NOAH WEBSTER HOUSE | ||||||||
| 227 SOUTH MAIN STREET | WEST HARTFORD | CT | 06107 | NONE | 501(C)(3) | NATIONAL HISTORIC LANDMARK & MUSEUM | $500 | |
| NOVA UKARAINE | ||||||||
| 963 MEARS CT | STANFORD | CT | 94305 | NONE | 501(C)(3) | HUMANITARIAN AID FOR UKRAINE | $5,000 | |
| OCEAN VISIONS | ||||||||
| 1019-B EDWARDS FERRY RD 1024 | LEESBURG | VA | 20176 | NONE | 501(C)(3) | AMELIORATE AND REVERSE DANGEROUS THREATS TO OCEANS | $3,000 | |
| PHOENIX SOCIETY FOR BURN SURVIVORS | ||||||||
| 525 OTTAWA AVENUE NW | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | SUPPORTS ANYONE IMPACTED BY A BURN INJURY | $5,000 | |
| PISGAH LEGAL SERVICES | ||||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | NONE | 501(C)(3) | FREE LEGAL AID SERVICE | $2,500 | |
| PLAY ON PHILLY | ||||||||
| PO BOX 8662 | PHILADELPHIA | PA | 19101 | NONE | 501(C)(3) | MUSIC EDUCATION | $3,000 | |
| POINT FOUNDATION | ||||||||
| PO BOX 60108 | LOS ANGLES | CA | 90060 | NONE | 501(C)(3) | SCHOLARSHIP FUND THAT PROVIDES FINANCIAL AIDFOR LGBTQ+ COLLEGE BOUND STUDENTS | $10,000 | |
| PROJECT DRAWDOWN | ||||||||
| PO BOX 983009 | WOBURN | MA | 01813 | NONE | 501(C)(3) | CLIMATE SOLUTIONS | $6,000 | |
| RAZOM | ||||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | NONE | 501(C)(3) | HUMAN RIGHTS ORG TO SUPPORT THE PEOPLE OF UKRAINE | $17,500 | |
| REDEMPTORIST APOSTOLIC WORKS | ||||||||
| 1653 219TH PLACE SE | SAMMAMISH | WA | 98075 | NONE | 501(C)(3) | SUPPORTS CHILDREN'S MINISTRIES IN VARIOUS COUNTRIES | $2,500 | |
| RIVERLINK INC | ||||||||
| 170 LYNMAN ST | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) | ENVIRONMENTAL ISSUES FRENCH BROAD RIVER | $2,500 | |
| SIMON WEISENTHAL CENTER | ||||||||
| 1399 SOUTH ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | JEWISH GLOBAL HUMAN RIGHTS AND HATE RESEARCH ORGANIZATION | $500 | |
| SMITH COLLEGE | ||||||||
| STODDARD ANNEX 23 ELM STREET | NORTHHAMPTON | MA | 01063 | NONE | 501(C)(3) | PRIVATE COLLEGE | $1,500 | |
| SOIL HELATH ACADEMY | ||||||||
| 1908 SPRING DR NW | FORT PAYNE | AL | 35968 | NONE | 501(C)(3) | TEACH/ASSIST FARMERS, RANCHERS IN APPLYING REGENERATE AGRICULTURE PRINCIPLES | $7,000 | |
| SOLUTIONS PROJECT INC | ||||||||
| 4096 PIEDMONT AVENUE NO 728 | OAKLAND | CA | 946115221 | NONE | 501(C)(3) | SUPPORT CLIMATE CHANGE | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | CATALYST FOR RACIAL JUSTICE | $3,000 | |
| SPREAD THE VOTE | ||||||||
| 8601 LINCOLN BOULEVARD SUITE | LOS ANGELES | CA | 90045 | NONE | 501(C)(3) | HELPS PEOPLE IN US OBTAIN GOVERNMENT ISSUED HELPS PEOPLE IN US OBTAIN GOVERNMENT ISSUED | $3,000 | 180/569 |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | RESEARCH PEDIATIRC CATASTROPHIC DISEASES | $1,000 | |
| ST PETERSBURG COLLEGE FOUNDATION INC | ||||||||
| P O BOX 13489 | ST PETERSBURG | FL | 337333489 | NONE | 501(C)(3) | HIGHER EDUCATION | $53,000 | |
| STANDUP FOR KIDS | ||||||||
| 200 NELSON FERRY ROAD SUITE B | DECATUR | GA | 30030 | NONE | 501(C)(3) | YOUTH DEVELOPMENT AND SHELTER | $500 | |
| STREET SYMPHONY | ||||||||
| P O BOX 86027 | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) | MAKE MUSIC A CATALYST FOR HUMAN CONNECTION | $2,000 | |
| SUNRISE MOVEMENT EDUCATION FUND | ||||||||
| 50 F SREET NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | STOP CLIMATE CHANGE AND CREATE JOBS | $2,500 | |
| THE LAND INSTITUTE | ||||||||
| 2440 EAST WATER WELL ROAD | SALINA | KS | 67401 | NONE | 501(C)(3) | DEVELOP NATURAL SYSTEMS OF AGRICULTURE REDUCE OR ELIMINATE NEGATIVE IMPACTS OF INDUSTRIAL AGRICULTURE | $7,500 | |
| THE MARK TWAIN HOUSE & MUSEUM | ||||||||
| 351 FARMINGTON AVENUE | HARTFORD | CT | 061054401 | NONE | 501(C)(3) | NATIONAL HISTORIC LANDMARK & MUSEUM | $500 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | NONE | 501(C)(3) | ENVIRONMENT CONSERVATION | $5,000 | |
| THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION | ||||||||
| DEPT LA 24875 | PASADENA | CA | 911854875 | NONE | 501(C)(3) | PRESERVE AND PROTECT NATURAL OCEAN ENVIRONMENT | $7,000 | |
| THE PITTSBURGH FOUNDATION | ||||||||
| FIVE PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | NONE | 501(C)(3) | PROMOTES RESPONSIBLE PHILANTHROPY AND CONNECTS DONORS TO THE CRITICAL NEEDS OF THE COMMUNIITY | $2,000 | |
| THE TREVOR PROJECT | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | 501(C)(3) | PROVIDE CRISIS INTERVENTION AND SUICIDE PREVENTION | $3,000 | |
| UNIERSITY OF SAINT JOSEPH | ||||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | NONE | 501(C)(3) | PRIVATE ROMAN CATHOLIC UNIVERSITY | $2,000 | |
| UNITED HELP UKRAINE | ||||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20883 | NONE | 501(C)(3) | HUMANITARIAN AID TO UKRAINE | $5,000 | |
| UNIVERSITY OF CHARLSESTON | ||||||||
| 2300 MACCORKLE AVE SE | CHARLESTON | WV | 25304 | NONE | 501(C)(3) | PRIVATE UNIVERSITY | $33,500 | |
| UNIVERSITY OF HARTFORD | ||||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | NONE | 501(C)(3) | PRIVATE UNIVERSITY STUDENT ASSISTANCE | $27,000 | |
| USA FOR UNHCR | ||||||||
| 1310 L STREET NW STE 450 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | ASSIST REFUGEES | $2,000 | |
| VERNER CENTER FOR EARLY LEARNING | ||||||||
| 2586 RICEVILLE ROAD | ASHEVILLE | NC | 28805 | NONE | 501(C)(3) | PROVIDES AFFORDABLE EARLY CARE AND EDUCATION | $2,500 | |
| WADSWORTH ATHENEUM MUSEUM OF ART | ||||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | NONE | 501(C)(3) | ART MUSEUM | $500 | |
| WE GIVE A SHARE | ||||||||
| PO BOX 2032 | ASHEVILLE | NC | 28802 | NONE | 501(C)(3) | COLLABORATION WITH LOCAL FARMS AND CHEFS TO FEE THE COMMUNITY | $7,500 | |
| WOMEN FOR WOMEN | ||||||||
| PO BOX 9224 | CENTRAL ISLIP | NY | 117229224 | NONE | 501(C)(3) | AFGHANISTAN AID | $5,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | DISASTER RESPONSE RESTORING FOOD SYSTEMS | $15,000 | |
| WORLD FOOD PROGRAM USA | ||||||||
| 1725 EYE STREET NW SUITE 510 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | HUMANITARIAN ORGANIZATION DELIVERING FOOD | $4,000 | |
| XAVIER UNIVERSITY OF LOUISIANA | ||||||||
| 1 DREXEL DRIVE BOX 66 | NEW ORLEANS | LA | 70125 | NONE | 501(C)(3) | PRIVATE HISTORICALLY BLACK ROMAN CATHOLIC UNIVERSITY | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $505,000 | 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 | $1,670 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277,722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$41,591 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $949 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $279,392 | ExclusionAmt |
| Related Or Exempt Function Incm | -$40,642 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,750 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | PUBLICLY TRADED K1 LOSS | RelationshipStatementTxt |
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 |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | NONE | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TAXABLE BONDS | BondNm |
| EOY Book Value | $1,328,172 | EOYBookValueAmt |
| EOYFMV | $1,326,229 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $5,568,015 | EOYBookValueAmt |
| EOYFMV | $6,412,526 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $54,860 | BookValueAmt |
| EOYFMV | $58,190 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,241 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K1 PLAINS ALL AMERICA - MISC EXPENSE ITEMS | $148 | $0 | $0 |
| K1 LAZARD - PORTFOLIO EXPENSES | $12 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $52 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $1,568 | $0 | $0 |
| FOREIGN TAXES - PLAINS K-1 | $239 | $0 | $0 |
| FEDERAL EXCIISE TAX | $5,097 | $0 | $0 |
Comments