MCINTOSH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MCINTOSH FOUNDATION (EIN 13-6096459)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202521299349100047
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T09:20:44-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651083521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyfield & Thomas LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 Butler Street | AddressLine1Txt |
| City | West Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136096459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McIntosh Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCIN | BusinessNameControlTxt |
| Phone | 2023388055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 Connecticut Avenue NW 450 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Winsome McIntosh | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2023388055 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Y Haynes CPA | PreparerPersonNm |
| PTIN | P01366363 | PTIN |
| Phone | 5616896000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,149,229 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $495,416 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $495,416 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $522,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $522,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,021,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,282,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,021,554 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,984 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,984 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,042,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,042,656 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $501,428 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $300,856 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,572 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $94,738 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $56,843 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $37,895 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,559 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,335 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,224 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,132 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,132 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,801 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,801 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $162,039 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,148 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $14,710 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,445 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,445 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $49,051 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $29,430 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,620 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,335 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,267 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,067 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,365 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,419 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $946 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,902 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,980 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,923 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $999,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $669,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $310,957 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,359,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,359,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,359,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $669,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,670,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$316,751 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,372,961 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $121,008 | CashBOYAmt |
| Cash EOY | $125,746 | CashEOYAmt |
| Cash EOYFMV | $125,746 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,444,734 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,975,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,975,018 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,644,911 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,644,911 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,644,911 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,644,911 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $26,600,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,002,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,002,929 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,049,882 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,335,069 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,335,069 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $594,207 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $593,472 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $735 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $735 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $735 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $25,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,936 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,278 | LandBOYAmt |
| Land EOY | $5,833 | LandEOYAmt |
| Land EOYFMV | $5,833 | LandEOYFMVAmt |
| Other Assets BOY | $83,682 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,988 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,988 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,955,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,149,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,149,229 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,683 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,529 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $13,247 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,837 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,930 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,366 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $41,934,494 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $44,143,863 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,934,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,143,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,955,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,149,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,934,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$316,751 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,526,151 | OtherIncreasesAmt |
| Subtotal | $44,143,894 | SubtotalAmt |
| Other Decreases | $31 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,143,863 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| US Trust (#8283) | $2,479,672 | $2,465,627 | $14,045 | $14,045 | |
| US Trust (#8283) | $10,583,674 | $9,795,088 | $788,586 | $788,586 | |
| Capital Gains Dividends | $218,923 | $218,923 | $218,923 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,021,554 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,247 | 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 | $26,247 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,163 | OverpaymentAmt |
| Applied To ES Tax | $7,163 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Renee Gopal | IndividualWithBooksNm |
| Phone | 2023388055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 Connecticut Avenue NW Suite | AddressLine1Txt |
| Address Line2 | 450 | AddressLine2Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Winsome McIntosh | |||||||||
| 1120 Connecticut Avenue NW Suite | 450 | Washington | DC | 20036 | President | 40.00 | $294,244 | $11,770 | $0 |
| Hunter McIntosh | |||||||||
| 1120 Connecticut Avenue NW Suite | 450 | Washington | DC | 20036 | Vice President, Director | 4.00 | $20,000 | $0 | $0 |
| Colin McIntosh | |||||||||
| 1120 Connecticut Avenue NW Suite | 450 | Washington | DC | 20036 | Vice President, Director | 40.00 | $187,184 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Renee Gopal | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 Connecticut Avenue NW Suite | AddressLine1Txt |
| Address Line2 | 450 | AddressLine2Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Assistant | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $94,738 | CompensationAmt |
| Employee Benefits | $3,789 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $37,484,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,329,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,814,553 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,814,553 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $597,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,217,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,960,867 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,960,867 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,084 | TotalTaxAmt |
| Distributable Before Adj | $1,941,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,941,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,941,783 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,670,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,670,627 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,941,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,007,377 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $180,658 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,188,035 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,670,627 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,670,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $271,156 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $271,156 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $916,879 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $916,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $736,221 | ExcessFromYear3Amt |
| Excess From Year2 | $180,658 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alliance for Justice | ||||||||||||
| Eleven Dupont Circle NW Suite 500 | Washington | DC | 20036 | None | PC | Environmental | $10,000 | |||||
| ClientEarth | ||||||||||||
| None | PC | Environmental | $50,000 | 34 Drayton Park | London | UK | N5 1PB | |||||
| EarthJustice | ||||||||||||
| 50 California St Suite 500 | SanFrancisco | CA | 94111 | None | PC | Environmental | $50,000 | |||||
| Evangelicals for Democracy | ||||||||||||
| PO Box 941 | Fredericksburg | VA | 22401 | None | PC | Education | $25,000 | |||||
| Rachel's Network | ||||||||||||
| 1250 24th St NW Suite 610 | Washington | DC | 200371124 | None | PC | Philanthropy | $10,000 | |||||
| The Boat Company | ||||||||||||
| 320 Town Plaza 130 | Ponte Vedra | FL | 32081 | Related Organizations | PC | Environmental | $750,000 | |||||
| LCV Education Fund | ||||||||||||
| 740 15th Street NW 700 | Washington | DC | 20005 | None | PC | Public Affairs | $25,000 | |||||
| Open Space Institute | ||||||||||||
| 1370 Broadway 5th Floor | New York | NY | 10018 | None | PC | Environmental | $4,670 | |||||
| Pan Am Museum Foundation | ||||||||||||
| 1 Davis Avenue | Garden City | NJ | 11530 | None | PC | Historical Preservation | $25,000 | |||||
| Outpost Agriculture Inc | ||||||||||||
| 16835 NW Pauly Road | Portland | OR | 97231 | Related Organizations | PC | Environmental | $250,000 | |||||
| SportMatrix Corp | ||||||||||||
| 3990 US Highway 1 | Vero Beach | FL | 32960 | Related Organizations | PC | Education | $115,000 | |||||
| Real Federacion Espanola de Beisbol Y Sofbol | ||||||||||||
| None | PC | Education | $20,000 | C Coslada 10 4 Izda | SP | CP 28028 | Madrid | |||||
| St George's Garden Club | ||||||||||||
| POBox 1442 | Brooklandville | MD | 21022 | None | PC | Environmental | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,359,670 | 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 | $495,416 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $522,702 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,984 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $218,923 | ExclusionAmt |
| Related Or Exempt Function Incm | $802,631 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,240,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $802,631 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,042,656 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (10 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11 | The McIntosh Foundation uses an entrepreneurial approach to phil- |
| 11 | anthropy in an effort to seek systemic change to environmental chal- |
| 11 | lenges in this country and abroad. Hence, we are known for our strate- |
| 11 | gic support for public interest law, our willingness to take risk, |
| 11 | and our capacity building approach to grant-making. Because we are a |
| 11 | small family foundation, we tend to focus our efforts, think stra- |
| 11 | tegically, and invest in long-term approaches that seek appropriate |
| 11 | solutions for the betterment of mankind and nature. It is our con- |
| 11 | clusion that we are best served by following a policy of reviewing |
| 11 | proposals and grant requests by invitation only. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $15,801 | Amt |
| Net Investment Income | $15,801 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (43 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Transportation Equipment | 1980-12-01 | $199,239 | $199,239 | SL | 10.000000000000 | $0 | $0 | $0 |
| Furniture and Equipment | 1992-12-01 | $25,557 | $25,557 | SL | 5.000000000000 | $0 | $0 | $0 |
| Leasehold Improvements | 1993-12-01 | $31,604 | $31,604 | SL | 5.000000000000 | $0 | $0 | $0 |
| Office Furniture | 2007-12-31 | $78,606 | $78,606 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2012-01-01 | $86,368 | $86,368 | SL | 5.000000000000 | $0 | $0 | $0 |
| Copier | 2007-01-01 | $15,777 | $15,777 | SL | 5.000000000000 | $0 | $0 | $0 |
| Facsimile Machine | 2007-01-01 | $10,620 | $10,620 | SL | 5.000000000000 | $0 | $0 | $0 |
| Generator | 2007-01-01 | $4,399 | $4,399 | SL | 5.000000000000 | $0 | $0 | $0 |
| Machinery and Tools | 2007-01-01 | $43,810 | $43,810 | SL | 5.000000000000 | $0 | $0 | $0 |
| Mobile Phone | 2007-01-01 | $7,539 | $7,539 | SL | 5.000000000000 | $0 | $0 | $0 |
| Postage Machine | 2007-01-01 | $2,014 | $2,014 | SL | 5.000000000000 | $0 | $0 | $0 |
| Scale | 2007-01-01 | $599 | $599 | SL | 5.000000000000 | $0 | $0 | $0 |
| Telephone System | 2007-01-01 | $24,516 | $24,516 | SL | 5.000000000000 | $0 | $0 | $0 |
| Typewriter | 2007-01-01 | $1,271 | $1,271 | SL | 5.000000000000 | $0 | $0 | $0 |
| Transportation Equipment | 2010-02-15 | $1,349 | $788 | SL | 7.000000000000 | $0 | $0 | $0 |
| Telephone System | 2010-11-15 | $6,429 | $6,429 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2008-02-15 | $2,048 | $2,048 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2008-05-15 | $2,736 | $2,736 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2009-03-15 | $1,681 | $1,681 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2009-03-15 | $2,118 | $1,944 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2009-12-15 | $550 | $550 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2010-02-15 | $1,321 | $1,321 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2010-03-15 | $1,966 | $1,966 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2011-02-15 | $1,565 | $1,565 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2011-06-15 | $1,231 | $1,231 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2011-12-15 | $3,475 | $3,475 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2012-07-15 | $876 | $876 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2012-10-15 | $14,970 | $14,970 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2012-10-15 | $876 | $876 | SL | 5.000000000000 | $0 | $0 | $0 |
| computers | 2013-01-15 | $985 | $985 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2013-03-15 | $1,192 | $1,192 | SL | 5.000000000000 | $0 | $0 | $0 |
| Apple Computer | 2014-11-15 | $1,501 | $1,501 | SL | 5.000000000000 | $0 | $0 | $0 |
| Dell Computer | 2015-03-15 | $4,069 | $4,069 | SL | 5.000000000000 | $0 | $0 | $0 |
| Dell Computer | 2015-05-15 | $1,632 | $1,632 | SL | 5.000000000000 | $0 | $0 | $0 |
| Cannon/Fax Copier | 2015-09-15 | $2,115 | $2,115 | SL | 5.000000000000 | $0 | $0 | $0 |
| Apple Computer | 2015-09-15 | $2,650 | $2,650 | SL | 5.000000000000 | $0 | $0 | $0 |
| Copier | 2016-07-15 | $2,216 | $2,216 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computers | 2017-04-01 | $2,737 | $2,737 | SL | 5.000000000000 | $0 | $0 | $0 |
| Computer Server | 2019-10-01 | $14,185 | $12,057 | SL | 5.000000000000 | $2,128 | $2,128 | $0 |
| Computer | 2020-10-01 | $2,705 | $1,758 | SL | 5.000000000000 | $541 | $541 | $0 |
| Copier | 2022-09-26 | $4,982 | $1,245 | SL | 5.000000000000 | $996 | $996 | $0 |
| 14" MacBook Pro | 2023-04-28 | $2,119 | $283 | SL | 5.000000000000 | $424 | $424 | $0 |
| iMac Winsome Office Desktop | 2023-08-02 | $1,778 | $148 | SL | 5.000000000000 | $356 | $356 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $7,335,069 | EOYBookValueAmt |
| EOYFMV | $7,335,069 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $31,002,929 | EOYBookValueAmt |
| EOYFMV | $31,002,929 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Transportation Equipment | $199,239 | $199,239 | $0 | $0 |
| Furniture and Equipment | $25,557 | $25,557 | $0 | $0 |
| Leasehold Improvements | $31,604 | $31,604 | $0 | $0 |
| Office Furniture | $78,606 | $78,606 | $0 | $0 |
| Computers | $86,368 | $86,368 | $0 | $0 |
| Copier | $15,777 | $15,777 | $0 | $0 |
| Facsimile Machine | $10,620 | $10,620 | $0 | $0 |
| Generator | $4,399 | $4,399 | $0 | $0 |
| Machinery and Tools | $43,810 | $43,810 | $0 | $0 |
| Mobile Phone | $7,539 | $7,539 | $0 | $0 |
| Postage Machine | $2,014 | $2,014 | $0 | $0 |
| Scale | $599 | $599 | $0 | $0 |
| Telephone System | $24,516 | $24,516 | $0 | $0 |
| Typewriter | $1,271 | $1,271 | $0 | $0 |
| Transportation Equipment | $1,349 | $788 | $561 | $561 |
| Telephone System | $6,429 | $6,429 | $0 | $0 |
| Computers | $2,048 | $2,048 | $0 | $0 |
| Computers | $2,736 | $2,736 | $0 | $0 |
| Computers | $1,681 | $1,681 | $0 | $0 |
| Computers | $2,118 | $1,944 | $174 | $174 |
| Computers | $550 | $550 | $0 | $0 |
| Computers | $1,321 | $1,321 | $0 | $0 |
| Computers | $1,966 | $1,966 | $0 | $0 |
| Computers | $1,565 | $1,565 | $0 | $0 |
| Computers | $1,231 | $1,231 | $0 | $0 |
| Computers | $3,475 | $3,475 | $0 | $0 |
| Computers | $876 | $876 | $0 | $0 |
| Computers | $14,970 | $14,970 | $0 | $0 |
| Computers | $876 | $876 | $0 | $0 |
| computers | $985 | $985 | $0 | $0 |
| Computers | $1,192 | $1,192 | $0 | $0 |
| Apple Computer | $1,501 | $1,501 | $0 | $0 |
| Dell Computer | $4,069 | $4,069 | $0 | $0 |
| Dell Computer | $1,632 | $1,632 | $0 | $0 |
| Cannon/Fax Copier | $2,115 | $2,115 | $0 | $0 |
| Apple Computer | $2,650 | $2,650 | $0 | $0 |
| Copier | $2,216 | $2,216 | $0 | $0 |
| Computers | $2,737 | $2,737 | $0 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Computer Server | $14,185 | $14,185 | $0 | $0 |
| Computer | $2,705 | $2,299 | $406 | $406 |
| Copier | $4,982 | $2,241 | $2,741 | $2,741 |
| 14" MacBook Pro | $2,119 | $707 | $1,412 | $1,412 |
| iMac Winsome Office Desktop | $1,778 | $504 | $1,274 | $1,274 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $6,132 | LegalFeesAmt |
| Net Investment Income | $6,132 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Rent Deposit | $4,260 | $4,260 | $4,260 |
| Interest & Dividends Receivable | $67,675 | $47,822 | $47,822 |
| Prepaid Federal taxes | $11,747 | ||
| Due from ADP | $6,906 | $6,906 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Penalties | Desc |
| Amt | $31 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Office Expense | $18,885 | $11,331 | $0 | $7,554 |
| Computer Services | $16,049 | $9,630 | $0 | $6,420 |
| Insurance | $6,937 | $4,162 | $0 | $2,775 |
| Investment Expenses | $11,563 | $11,563 | $0 | $0 |
| Meals and Entertainment | $1,468 | $294 | $0 | $1,174 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc. Income | Desc |
| Revenue And Expenses Per Books | $2,984 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,984 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized (Gains) and Losses | Desc |
| Amt | $2,526,151 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Amended payroll liability | $13,247 | $0 |
| Federal Tax Payable | $0 | $3,837 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Boat Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | Related 501(c)(3) | InsiderRelationshipTxt |
| Loan Original | $9,882,032 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2012-01 | NoteDt |
| Loan Maturity | 2023-01 | LoanMaturityDt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | Assets | SecurityProvidedBorrowerTxt |
| Loan Purpose | Program Related Investment | LoanPurposeTxt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Management Fee | $156,740 | $156,740 | $0 | $0 |
| Other Professional Fees | $5,299 | $5,299 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Taxes | $19,084 | $0 | $0 | $0 |
| Foreign Tax Withheld/Paid | $21,084 | $21,084 | $0 | $0 |
| Payroll taxes | $36,774 | $22,064 | $0 | $14,710 |
Comments