BETA

ISLAND FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ISLAND FOUNDATION (EIN 84-0715001)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-09
IRS object ID
202332829349100533
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-09T15:20:13-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN840865725PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHADWICK STEINKIRCHNER DAVIS & CO P CBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12499 HWY 6 50AddressLine1Txt
CityGRAND JUNCTIONCityNm
State AbbreviationCOStateAbbreviationCd
ZIP815051106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN840715001EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISLAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlISLABusinessNameControlTxt
Phone6508513009PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13333 S BANNOCK STREET STE 1060AddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWALTER SEDGWICKPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6508513009PhoneNum
Signature2023-09-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWALTERPersonFirstNm
Person LastSEDGWICKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWAYNE A KEELERPreparerPersonNm
PTINP01262607PTIN
Phone9702453000PhoneNum
Preparation2023-09-28PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,263,156FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$50InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$50InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,441DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,441DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,441DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$28,247NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$221,909GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,247CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$33,738TotalRevAndExpnssAmt
Total Net Invst Incm$33,738TotalNetInvstIncmAmt
Total Adj Net Incm$5,491TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,000LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,650AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss$2,107InterestRevAndExpnssAmt
Interest Net Invst Incm$2,107InterestNetInvstIncmAmt
Taxes Rev And Expnss$2,042TaxesRevAndExpnssAmt
Taxes Adj Net Incm$2,042TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$31,123DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$31,123DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$76,058TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$38,029TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$38,029TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$82,309OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,823OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$17,780OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$59,706OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$198,289TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,580TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$88,974TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$97,735TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,072ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,072ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$245,361TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,580TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$88,974TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$144,807TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$211,623ExcessRevenueOverExpensesAmt
Net Investment Income$22,158NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,541CashBOYAmt
Cash EOY$40,515CashEOYAmt
Cash EOYFMV$40,515CashEOYFMVAmt
Corporate Stock BOY$1,110,963CorporateStockBOYAmt
Corporate Stock EOY$1,014,423CorporateStockEOYAmt
Corporate Stock EOYFMV$1,138,497CorporateStockEOYFMVAmt
Other Investments BOY$25,335OtherInvestmentsBOYAmt
Other Investments EOY$25,335OtherInvestmentsEOYAmt
Other Investments EOYFMV$25,335OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$166,298LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$107,490LandBldgEquipAccumDeprecAmt
Land BOY$63,831LandBOYAmt
Land EOY$58,808LandEOYAmt
Land EOYFMV$58,809LandEOYFMVAmt
Total Assets BOY$1,206,670TotalAssetsBOYAmt
Total Assets EOY$1,139,081TotalAssetsEOYAmt
Total Assets EOYFMV$1,263,156TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,989AccountsPayableBOYAmt
Accounts Payable EOY$35,644AccountsPayableEOYAmt
Other Liabilities BOY$53,601OtherLiabilitiesBOYAmt
Other Liabilities EOY$161,900OtherLiabilitiesEOYAmt
Total Liabilities BOY$57,590TotalLiabilitiesBOYAmt
Total Liabilities EOY$197,544TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,149,080NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$941,539NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,149,080TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$941,539TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,206,670TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,139,083TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,149,080TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$211,623ExcessRevenueOverExpensesAmt
Other Increases$4,082OtherIncreasesAmt
Subtotal$941,539SubtotalAmt
Tot Net Ast Or Fund Balances EOY$941,539TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERKSHIRE HATHAWAYP2020-04-272022-01-04$89,991$56,334$33,657$33,657
RESMED INCP2020-11-272022-03-02$8,990$7,531$1,459$1,459
ABIOMED INCP2022-02-252022-12-22$2,660$2,165$495$495
STERICYCLE INCP2020-11-272022-11-09$7,650$11,301-$3,651-$3,651
EVERBRIDGE INCP2022-02-252022-12-15$2,310$3,648-$1,338-$1,338
STRATASYS LTDP2020-11-272022-12-15$4,800$7,057-$2,257-$2,257
STRATASYS LTDP2022-02-252022-12-15$740$1,524-$784-$784
TETRA TECH INCP2020-11-272022-03-02$8,947$6,812$2,135$2,135
VARONIS SYSTEMS INCP2022-02-252022-12-15$899$1,543-$644-$644
TPI COMPOSITES INCP2020-11-272022-11-09$3,143$13,459-$10,316-$10,316
VOCERA COMMUNICATIONS INCP2021-09-022022-02-24$3,883$2,410$1,473$1,473
TRIMBLE INCP2020-11-272022-11-09$1,346$1,495-$149-$149
AAON INCP2020-11-272022-12-15$2,269$1,903$366$366
UTZ BRANDS INCP2021-04-292022-11-09$3,307$5,190-$1,883-$1,883
ABIOMED INCP2020-11-272022-12-28$19,728$13,864$5,864$5,864
VARONIS SYSTEMS INCP2020-11-272022-12-15$4,045$7,881-$3,836-$3,836
BADGER METER INCP2020-11-272022-11-09$2,735$2,047$688$688
VOCERA COMMUNICATIONS INCP2020-11-272022-02-24$32,810$13,868$18,942$18,942
BRP GROU INCP2021-03-302022-09-01$1,248$1,130$118$118
EVERBRIDGE INCP2020-11-272022-12-15$3,340$14,357-$11,017-$11,017
FACTSET RESEARCH SYSTEMSP2020-11-272022-11-09$2,955$2,265$690$690
INSULET CORPP2020-11-272022-03-02$8,909$8,232$677$677
INTEGER HOLDGS CORPP2020-11-272022-10-07$2,954$4,200-$1,246-$1,246
MISTRAS GROUP INCP2020-11-242022-11-09$2,250$3,446-$1,196-$1,196
FieldValueIRS element (for citing)
Capital Gain Net Income$28,247CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$798NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$308InvestmentIncomeExciseTaxAmt
Subtotal$308SubtotalAmt
Tax Based On Investment Income$308TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Overpayment$692OverpaymentAmt
Applied To ES Tax$692AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWALTER SEDGWICKIndividualWithBooksNm
Phone6508513009PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 OLD LA HONDA ROADAddressLine1Txt
CityWOODSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WALTER SEDGWICK
20 OLD LA HONDA ROADWOODSIDECA94062OFFICER000.00$0$0$0
WADE SEDGWICK
PO BOX 620068WOODSIDECA940620068OFFICER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1USE FOUNDATION RESOURCES TO ENCOURAGE THE USE OF TECHNOLOGICAL EQUIPMENT, SUCH AS DRONES AND LIVE CAMERA TRAPS TO ENHANCE OUR ABILITY TO DO WILDLIFE CONSERVATION IN CONJUNCTION WITH THE WILDLIFE CONSERVATION SOCIETY.Description1Txt
Expenses1$196,185Expenses1Amt
Description2ENCOURAGE, ENABLE AND CATALYZE EDUCATION, INCLUDING RESEARCH, SCHOLARSHIP AND PUBLICATION OF HARVARD ART MUSEUM WITH REGARDS TO ASIAN ARTDescription2Txt
Expenses2$2,105Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$987,394AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,259AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$84,144FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,091,797TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,091,797AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,377CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,075,420NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,771MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$144,807ExpensesAndContributionsAmt
Qualifying Distributions$144,807QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$144,807QualifyingDistributionsAmt
Remaining Distri From Corpus$144,807RemainingDistriFromCorpusAmt
Total Corpus$144,807TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1976-09-17PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$144,807CurrentYearAmt
Year1$272,188Year1Amt
Year2$528,071Year2Amt
Year3$578,604Year3Amt
Total$1,523,670TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$144,807CurrentYearAmt
Year1$272,188Year1Amt
Year2$528,071Year2Amt
Year3$578,604Year3Amt
Total$1,523,670TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$35,847CurrentYearAmt
Year1$40,293Year1Amt
Year2$57,884Year2Amt
Year3$47,533Year3Amt
Total$181,557TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWALTER SEDGWICKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MONGABAY
PO BOX 291MENLO PARKCA94026GENERAL FUND$10,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460GENERAL FUND$28,282
HARVARD UNIVERSITY
30 DUNSTER STREETCAMBRIDGEMA02138GENERAL FUND$250
PACIFIC FOREST TRUST
1001-A OREILLY AVENUESAN FRANCISCOCA94129GENERAL FUND$5,000
WIKIMEDIA FOUNDATION
1 MONTGOMERY STREETSAN FRANCISCOCA94104GENERAL FUND$250
WILDLIFE PROTECTION SOLUTIONS
2501 WELTON STREETDENVERCO80205GENERAL FUND$1,490
TROUT UNLIMITED
1777 N KENT STREETARLINGTONVA22201GENERAL FUND$800
LAKE VIEW CEMETERY
12316 EUCLID AVECLEVELANDOH44106GENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,072TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,441ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,247RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,491ExclusionAmt
Related Or Exempt Function Incm$28,247RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,738TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (25 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
8THE USE OF EQUIPMENT FOR WILDLIFE CONSERVATION
81
81
81
81
81
81
81
81
81
81
81
81
81
81
81
81
81
81
81
81
81
81
81
81

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$3,650Amt
Net Investment Income$3,650NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (21 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FURNITURE & EQUIPMENT2000-12-31$14,554$14,554200DB7.0000
EQUIPMENT (COLO)2000-12-31$4,616$4,616200DB7.0000
FISH FINDER2015-02-16$3,410$3,258200DB7.0000$152$152
PHANTOM 4 DRONE2017-02-22$3,329$3,233200DB5.0000$96$96
DRONE - PARROTT2019-02-07$33,630$23,945200DB5.0000$3,874$3,874
DRONE SOFTWARE2019-05-12$4,990$4,620200DB3.0000$370$370
COMPUTER2019-04-01$2,814$2,003200DB5.0000$325$325
2 BAT DETECTORS2020-02-19$6,000$3,120200DB5.0000$1,152$1,152
2 LONG DISTANCE DRONES2020-08-28$19,000$9,880200DB5.0000$3,648$3,648
DRONE EQUIPMENT2021-05-17$13,640$3,410200DB5.0000$4,092$4,092
DRONE EQUIPMENT2021-09-16$2,505$376200DB5.0000$851$851
DRONE EQUIPMENT2021-10-18$6,718$336200DB5.0000$2,553$2,553
DRONE EQUIPMENT2021-11-11$7,013$351200DB5.0000$2,665$2,665
DRONE EQUIPMENT2021-12-23$7,320$366200DB5.0000$2,782$2,782
CAMERA2021-03-11$3,500$1,225200DB5.0000$910$910
DRONE EQUIPMENT2021-07-14$7,158$1,074200DB5.0000$2,433$2,433
DRONE EQUIPMENT2022-03-17$7,710200DB5.0000$1,542$1,542
DRONE EQUIPMENT2022-04-04$6,644200DB5.0000$1,329$1,329
DRONE EQUIPMENT2022-07-27$3,120200DB5.0000$624$624
APPLE COMPUTER2022-08-13$2,491200DB5.0000$498$498
DRONE EQUIPMENT2022-08-22$6,136200DB5.0000$1,227$1,227

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB ACCOUNT$540,302$678,605
ROCKEFELLER CAPITAL INVESTMENT$474,121$459,892

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN ARTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$25,335BookValueAmt
EOYFMV$25,335EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFURNITURE & EQUIPMENTCategoryOrItemTxt
Cost Or Other Basis$166,298CostOrOtherBasisAmt
Accumulated Depreciation$107,490AccumulatedDepreciationAmt
Book Value$58,808BookValueAmt
EOYFMV$58,809EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,000LegalFeesAmt
Net Investment Income$1,000NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK FEES$184$184
DRONE ACCESSORIES & SUPPLIES$22,010$22,010
EDUCATION$20,100$20,100
INVESTMENT FEES$4,823$4,823
OFFICE EXPENSE$35,192$17,596$17,596

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINVESTMENT ADJUSTMENTDesc
Amt$4,082Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN DEBTDesc
BOY Book Value$53,601BOYBookValueAmt
EOY Book Value$161,900EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$2,042Amt
Adjusted Net Income$2,042AdjustedNetIncomeAmt

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