NAUTILUS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NAUTILUS FOUNDATION INC (EIN 23-7010100)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202331359349101618
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T09:12:44-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814474059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLY & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | 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 | 237010100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAUTILUS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAUT | BusinessNameControlTxt |
| Phone | 5617030757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 SEMINOLE AVENUE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOPE P ANNAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5617030757 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOPE | PersonFirstNm |
| Person Last | ANNAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD A SACCO | PreparerPersonNm |
| PTIN | P00287140 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
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 | $2,318,106 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $37,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,056 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,276 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $147,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,332 | 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 |
| Taxes Rev And Expnss | $1,276 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,277 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,553 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,803 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,905 | CashBOYAmt |
| Cash EOY | $267,423 | CashEOYAmt |
| Cash EOYFMV | $267,423 | CashEOYFMVAmt |
| US Government Obligations BOY | $4,898 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,966 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,966 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $796,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $700,933 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,045,717 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $13,870 | OtherAssetsBOYAmt |
| Other Assets EOY | $920 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $945,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $974,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,318,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $945,776 | CapitalStockBOYAmt |
| Capital Stock EOY | $974,242 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $945,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $974,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $945,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $974,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $945,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,937 | OtherIncreasesAmt |
| Subtotal | $974,242 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $974,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMPHENOL CORP CLASS A COM | P | 2009-07-07 | 2022-01-21 | $8,577 | $870 | $7,707 | $7,707 |
| BOOKING HOLDINGS INCCOM | P | 2015-04-17 | 2022-01-21 | $9,536 | $4,796 | $4,740 | $4,740 |
| BOOKING HOLDINGS INCCOM | P | 2015-04-20 | 2022-01-21 | $4,768 | $2,400 | $2,368 | $2,368 |
| BOOKING HOLDINGS INCCOM | P | 2015-04-21 | 2022-01-21 | $4,768 | $2,407 | $2,361 | $2,361 |
| BOOKING HOLDINGS INCCOM | P | 2015-04-27 | 2022-01-21 | $9,536 | $4,972 | $4,564 | $4,564 |
| BOOKING HOLDINGS INCCOM | P | 2015-08-17 | 2022-01-21 | $7,152 | $3,906 | $3,246 | $3,246 |
| BOOKING HOLDINGS INCCOM | P | 2016-01-25 | 2022-01-21 | $2,384 | $1,120 | $1,264 | $1,264 |
| ECOLAB INC | P | 2013-04-24 | 2022-01-21 | $4,324 | $1,840 | $2,484 | $2,484 |
| ECOLAB INC | P | 2013-06-06 | 2022-01-21 | $13,759 | $5,850 | $7,909 | $7,909 |
| ECOLAB INC | P | 2013-12-09 | 2022-01-21 | $12,383 | $6,642 | $5,741 | $5,741 |
| IQVIA HLDGS INC COM | P | 2014-06-26 | 2022-01-21 | $15,032 | $3,238 | $11,794 | $11,794 |
| IQVIA HLDGS INC COM | P | 2014-06-30 | 2022-01-21 | $4,364 | $954 | $3,410 | $3,410 |
| MASTERCARD INCORPORATED | P | 2008-06-10 | 2022-01-21 | $14,526 | $1,169 | $13,357 | $13,357 |
| MICROSOFT CORP | P | 2019-05-22 | 2022-01-21 | $32,272 | $13,638 | $18,634 | $18,634 |
| SCHWAB CHARLES CORP COM | P | 2005-05-09 | 2022-01-21 | $8,068 | $964 | $7,104 | $7,104 |
| SCHWAB CHARLES CORP COM | P | 2005-05-09 | 2022-01-21 | $8,964 | $1,071 | $7,893 | $7,893 |
| ULTA BEAUTY INC COM | P | 2018-11-21 | 2022-01-21 | $41,906 | $36,206 | $5,700 | $5,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,276 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,048 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,048 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | 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 | $920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,128 | 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 | DE | 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 | E HEWLETT KENT | IndividualWithBooksNm |
| Phone | 3024684380 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 SEMINOLE AVENUE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 |
|---|---|---|---|---|---|---|---|---|
| E HEWLETT KENT | ||||||||
| 246 SEMINOLE AVENUE | PALM BEACH | FL | 33480 | TRUSTEE, PRESIDENT & TREASURER | 0.00 | $0 | $0 | $0 |
| ALLISON K BOURKE | ||||||||
| 12 BAYBERRY ROAD | GREENWICH | CT | 06831 | TRUSTEE & VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| SAMANTHA A KENT | ||||||||
| 23 GROVE ROAD | BEDFORD | NY | 10506 | SECRETARY | 0.00 | $0 | $0 | $0 |
| FREDERICK A BOURKE | ||||||||
| 12 BAYBERRY ROAD | GREENWICH | CT | 06831 | SECRETARY | 0.00 | $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 | $2,047,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,304,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,304,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,269,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,048 | TotalTaxAmt |
| Distributable Before Adj | $111,443 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,443 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,443 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $119,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,341 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,341 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,909 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,534 | 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 | E HEWLETT KENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 246 SEMINOLE AVENUE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5167030757 | RecipientPhoneNum |
| Form And Info And Materials | STATEMENT ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | STATEMENT ATTACHED | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|---|
| ACADIA WILDLIFE FOUNDATION | ||||||||
| 49 BLACK DOG ROAD | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| ACHIEVEMENT CENTER FOR CHILDREN AND ADULTS | ||||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $250 | |
| AMERICAN ACADEMY IN ROME | ||||||||
| 7 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 600 PENNSYLVANIA AVE SE 450 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| BATES COLLEGE | ||||||||
| 2 ANDREWS RD | LEWISTON | ME | 04240 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| BATH & TENNIS HISTORIC BUILDING | ||||||||
| 1170 SOUTH OCEAN BOULEVARD | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| BEDFORD HISTORICAL SOCIETY | ||||||||
| 30 S PARK ST | BEDFORD | OH | 44146 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| BOWNE HOUSE HISTORICAL SOCIETY | ||||||||
| 225 E KING STREET | CHAMBERSBURG | PA | 17201 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 | |
| BUCKMINSTER FULLER INSTITUTE | ||||||||
| 181 N 11TH STREET | BROOKLYN | NY | 11211 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 | |
| CHURCH OF BETHESDA BY THE SEA | ||||||||
| 141 S COUNTY RD | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 | |
| COLLEGE OF THE ATLANTIC | ||||||||
| 105 EDEN STREET | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $5,000 | |
| DUKE UNIVERSITY | ||||||||
| 116 ALLEN BUILDING BOX 90024 | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,250 | |
| ELAM UNITED METHODIST CHURCH | ||||||||
| 1073 SMITHBRIDGE ROAD | GLEN MILLS | PA | 19342 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| FAMILY CENTER OF GREENWICH | ||||||||
| 111 WILBUR PECK COURT | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 | |
| FIRST SERVE USA | ||||||||
| PO BOX 1353 | WEST PALM BEACH | FL | 33402 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| FRIENDS OF ACADIA | ||||||||
| 43 COTTAGE STREET | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $3,500 | |
| FRIENDS OF ROCK HALL | ||||||||
| ROCK HALL | ROCK HALL | MD | 21661 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 | |
| GREAT HARBOR MARITIME MUSEUM | ||||||||
| 124 MAIN STREET | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| GREENWICH COUNTRY DAY SCHOOL | ||||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $750 | |
| GULF STREAM SCHOOL | ||||||||
| 3600 GULF STREAM ROAD | GULF STREAM | FL | 33483 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| HILL SCHOOL | ||||||||
| 860 BEECH STREEAT | POTTSTOWN | PA | 19464 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,500 | |
| HOPITAL ALBERT SCHWEITZER HAS | ||||||||
| PO BOX 110091 | PITTSBURGH | PA | 15232 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| INDEPENDENCE SEAPORT MUSEUM | ||||||||
| 211 S CHRISTOPHER COLUMBUS | PHILADELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 | BOULEVARD |
| KENT SCHOOL | ||||||||
| 1 MACEDONIA ROAD | KENT | CT | 06757 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $8,000 | |
| LAND AND GARDEN PRESERVE | ||||||||
| 92 COOKSEY DRIVE | SEAL HARBOR | ME | 04675 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $7,000 | |
| MAINE COAST HERITAGE TRUST | ||||||||
| 1 BOWDOIN MILL ISLAND 201 | TOPSHAM | ME | 04086 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $7,000 | |
| MAINE GRANITE INDUSTRY HISTORY MUSEUM | ||||||||
| 62 BEECH HILL CROSS ROAD | MT DESERT | ME | 04660 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| MAINE SEACOAST MISSION | ||||||||
| 6 OLD FIREHOUSE LANE | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $10,000 | |
| MDI 365 | ||||||||
| 149 MAIN STREET | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 | |
| MDI BIOLOGICAL LABORATORY | ||||||||
| 159 OLD BAR HARBOR ROAD | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $5,000 | |
| MOUNT DESERT ISLAND HISTORIAL SOCIETY | ||||||||
| 373 SOUND DRIVE | MT DESERT | ME | 04660 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 | |
| MOUNT DESERT ISLAND NURSING ASSOCIATION | ||||||||
| 12 SUMMIT RD | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 | |
| MOUNTS BOTANICAL GARDEN OF PALM BEACH | ||||||||
| 531 N MILITARY TRAIL | WEST PALM BEACH | FL | 33415 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| NATIONAL CAPITAL RADIO AND TELEVISION | ||||||||
| 2608 MITCHELLVILLE ROAD | BOWIE | MD | 20716 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 | |
| NEW YORK BOTANICAL GARDENS | ||||||||
| 2900 SOUTHERN BOULEVARD | BRONX | NY | 10458 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $3,500 | |
| NORTHEAST HARBOR LIBRARY | ||||||||
| 1 JOY ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| NORTHEAST HARBOR LIBRARY SCHOLARSHIP FUND | ||||||||
| 1 JOY ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,500 | |
| NORTHEAST HARBOR NEIGHBORHOOD HOUSE | ||||||||
| 1 KIMBALL ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| NORTHEAST HARBOR SAILING SCHOOL | ||||||||
| 48 S SHORE ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $5,000 | |
| NORTHEAST HARBOR VILLAGE IMPROVEMENT | ||||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| OCEANA | ||||||||
| 1025 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 | 200 |
| PALM BEACH DAY ACADEMY | ||||||||
| 241 SEAVIEW AVENUE | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| PALM BEACH POLICE AND FIRE FOUNDATION | ||||||||
| 139 N COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| PARISH OF ST MARY AND ST JUDE | ||||||||
| 5 KIMBALL ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 | |
| PASADENA HUMANE SOCIETY & SPCA | ||||||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | ||||||||
| 3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 | |
| PUTNAM INDIAN FIELD SCHOOL | ||||||||
| 101 INDIAN FIELD ROAD | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 | |
| REHABILITATION CENTER FOR CHILDREN | ||||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $500 | |
| ROCK END ART BARN | ||||||||
| 23 COTTAGE STREET | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,750 | |
| ROYAL POINCIANA CHAPEL | ||||||||
| 60 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $250 | |
| SALISBURY SCHOOL | ||||||||
| 251 CANAAN ROAD | SALISBURY | CT | 06068 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| SEAL COVE AUTO MUSEUM | ||||||||
| 1414 TREMONT ROAD | SEAL COVE | ME | 04674 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,500 | |
| SOCIETY OF THE FOUR ARTS | ||||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,500 | |
| ST DAVIDS CHURCH | ||||||||
| 465 FOREST HILL BOULEVARD | WELLINGTON | FL | 33414 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $5,000 | |
| THE GARDEN CONSERVATORY | ||||||||
| 130 BIBLE STREET | COS COB | CT | 06807 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $5,000 | |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $1,000 | |
| WILLOWIND THERAPEUTIC RIDING CENTER | ||||||||
| 1140 ME-3 | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | TO FURTHER THE PURPOSE OF THE DONEE ORGANIZATION | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,276 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,332 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXCHANGE TRADED FUNDS | $399,839 | $803,254 |
| CORPORATION STOCK | $301,094 | $1,242,463 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,966 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,966 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID TAX | $287 | $920 | $0 |
| PENDING SALE | $13,583 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $4,510 | $0 | $0 |
| ADMINISTRATIVE EXPENSE | $1,767 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADDITION | Desc |
| Amt | $7,937 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CT CORPORATION FEES | $356 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $920 | $0 | $0 |