CHICHESTER DUPONT FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHICHESTER DUPONT FOUNDATION INC (EIN 51-6011641)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349102864
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:00:04-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472789588 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY F FIELDS ESQ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5720 KENNETT PIKE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | 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 | 516011641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICHESTER DUPONT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIC | BusinessNameControlTxt |
| Phone | 3026585244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5720 KENNETT PIKE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY F FIELDS SECRETARY | PersonNm |
| Person Title | CORP. SECRETARY | PersonTitleTxt |
| Phone | 3026585244 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY | PersonFirstNm |
| Person Last | FIELDS SECRETARY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | GREGORY F FIELDS ESQ | PreparerPersonNm |
| PTIN | P01464085 | PTIN |
| Phone | 3026585244 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,350,130 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $405,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $405,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,238,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $337,813 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,450 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,450 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $765,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $765,958 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $201,720 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $100,860 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,288 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,644 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $300,509 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $14,888 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $26,337 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,169 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,324 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,291 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $634,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $132,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,002,980 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,002,980 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,637,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,135,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,871,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $765,958 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $165,234 | CashBOYAmt |
| Cash EOY | $213,445 | CashEOYAmt |
| Cash EOYFMV | $213,445 | CashEOYFMVAmt |
| Acct Rcvbl | $523,935 | AcctRcvblAmt |
| Acct Rcvbl BOY | $136,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $523,935 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $523,935 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $53,146,243 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,612,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,612,750 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,447,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,350,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,350,130 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $53,447,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,350,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,447,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,350,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,447,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,350,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,447,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,871,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,575,852 | SubtotalAmt |
| Other Decreases | $8,225,722 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,350,130 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | PropertyPropertyDesc |
|---|---|---|---|---|
| P | $7,238,903 | $234,609 | $234,609 | |
| P | $103,174 | $103,174 | ||
| P | $30 | $30 | $30 | Capital Gains Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $337,813 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,647 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,647 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,647 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $100,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $153 | EsPenaltyAmt |
| Overpayment | $89,200 | OverpaymentAmt |
| Applied To ES Tax | $89,200 | 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 | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | chichesterdupont.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY F FIELDS CORPORATE SEC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026585244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5720 KENNETT PIKE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER T DUPONT | ||||||||
| P O BOX 727 | KETCHUM | ID | 83340 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHARINE GAHAGAN | ||||||||
| 601 SMITHS BRIDGE ROAD | WILMINGTON | DE | 19807 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAROLINE PRICKETT | ||||||||
| P O BOX 403 | CHESAPEAKE CITY | MD | 21915 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LYNNE L DORSEY | ||||||||
| 67200 SAGE RANCH ROAD | BEND | OR | 97701 | TREASURER | 0.00 | $0 | $0 | $0 |
| ALLAIRE HUMMEL | ||||||||
| PO BOX 642 | CHESAPEAKE CITY | MD | 21915 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| ALEXIS GAHAGAN | ||||||||
| 2040 COKER AVENUE | CHARLESTON | SC | 29492 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| KATHY C GAHAGAN | ||||||||
| 84 HIGHLAND ROAD | GLEN COVE | NY | 11542 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY MILLS ABEL-SMITH | ||||||||
| BOX 1420 | MIDDLEBURG | VA | 22118 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SOPHIE M DERRICKSON | ||||||||
| 76 OLD WEST LAKE DRIVE | MONTAUK | NY | 119545299 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GREGORY F FIELDS | ||||||||
| 5720 KENNETT PIKE | WILMINGTON | DE | 19807 | CORPORATE SECRETARY | 30.00 | $0 | $0 | $0 |
| WILLIAM PRICKETT | ||||||||
| 205 MAPLE STREET | DANVERS | MA | 01923 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELISE GAHAGAN | ||||||||
| 2040 COKER AVENUE | CHARLESTON | SC | 29492 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EMILIE D CRIST | ||||||||
| P O BOX 2118 | KETCHUM | ID | 83340 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HOLLEY DUPONT | ||||||||
| P O BOX 727 | KETCHUM | ID | 83340 | TRUSTEE | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DEBORAH HEALY | ||||||||
| 5720 KENNETT PIKE | WILMINGTON | DE | 19807 | ASSOCIATE | 30.00 | $100,860 | $0 | $0 |
| GREGORY F FIELDS | ||||||||
| 5720 KENNETT PIKE | WILMINGTON | DE | 19807 | MANAGER | 30.00 | $100,860 | $0 | $0 |
| 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 | $47,333,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,540,189 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,540,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $713,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,827,086 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,341,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,341,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,647 | TotalTaxAmt |
| Distributable Before Adj | $2,330,707 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,330,707 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,330,707 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,135,944 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,135,944 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,330,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,571,180 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $714,758 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $291,676 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,577,614 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,135,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,135,944 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $194,763 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $194,763 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,382,851 | 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 | $1,376,417 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,006,434 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $714,758 | ExcessFromYear4Amt |
| Excess From Year3 | $291,676 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GREGORY F FIELDS SECRETARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5720 KENNETT PIKE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026585244 | RecipientPhoneNum |
| Recipient Email Address | gfields@eltoninc.com | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE @ chichesterdupont.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE @ chichesterdupont.org | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S BEACH HOUSE | |||||||
| 100 W10TH STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT OPERATION OF THE CHILDREN'S BEACH HOUSE | $625,000 |
| CHRISTINA CULTURAL ARTS CENTER | |||||||
| 705 NORTH MARKET STREET | WILMINGTON | DE | 19801 | NONE | PC | TEACHING URBAN IMPROV IN AREA SCHOOLS | $5,000 |
| DELAWARE INSTITUTE FOR THE ARTS IN EDUCATION | |||||||
| 1200 N FRENCH STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT EIGHT DELAWARE WOLF TRAP TEACHER RESIDENCIES FOR EARLY CHILDHOOD INSTRUCTION | $20,000 |
| EDGE FOR TOMORROW | |||||||
| 503 DUNCAN ROAD | WILMINGTON | DE | 19809 | NONE | PC | SUPPORT STEM LEGO BASED ROBOTICS AND PHOTOGRAPHY PROGRAMS | $10,000 |
| FIRST STATE BALLET THEATRE | |||||||
| 818 NORTH MARKET STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT DANCEWORKS OUTREACH PROGRAM FOR CHILDREN IN THE CITY OF WILMINGON | $10,000 |
| FIRST STATE SQUASH | |||||||
| 501 WEST 11TH STREET | WILMINGTON | DE | 19801 | NONE | PC | CONSTRUCTION OF NEW BUILDING AT 524 SOUTH WALNUT STREET, WILMINGTON DELAWARE | $25,000 |
| GIRLS ON THE RUN DELAWARE | |||||||
| 615 WEST 18TH STREET | WILMINGTON | DE | 19802 | NONE | PC | SUPPORT SCHOLARSHIP PROGRAMSKYLINE FOREST PROTECTION CONSERVATION PROJECT | $15,000 |
| HARRY K FOUNDATION | |||||||
| 313 SOUTH BOARDWALK | REHOBOTH BEACH | DE | 19971 | NONE | PC | SUPPORT DESERT OASIS FEEDING PROGRAM FOR NEEDY CHILDREN OF SUSSEX COUNTY | $25,000 |
| LATIN AMERICAN COMMUNITY CENTER | |||||||
| 403 N VAN BUREN STREET | WILMINGTON | DE | 19805 | NONE | PC | FINANCIAL SUPPORT FOR PRESCHOOL AND SCHOOL AGE PROGRAMS | $20,000 |
| MUSIC SCHOOL OF DELAWARE | |||||||
| 4101 WASHINGTON STREET | WILMINGTON | DE | 19802 | NONE | PC | FINANCIAL ASSISTANCE TO UNDERSERVED WILMINGTON YOUTH FOR MUSIC INSTRUCTION | $30,000 |
| NATIVITY PREP | |||||||
| 1515 LINDEN STREET | WILMINGTON | DE | 19805 | NONE | PC | SUPPORT EXPANDED EDUCATION PROGRAM | $20,000 |
| OPERA DELAWARE | |||||||
| 4 SOUTH POPLAR STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT ARTISTS IN RESIDENCE PROGRAM | $10,000 |
| READING ASSIST | |||||||
| 100 W10TH STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT ONE ON ONE TUTORING SERVICES FOR THOSE IN NEED | $30,000 |
| SERVIAM GIRLS ACADEMY | |||||||
| 14 HALCYON DRIVE | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT EXPANSION OF GRADUATE PROGRAM | $20,000 |
| SHOES THAT FIT | |||||||
| 4 WEST PERIWINKLE LANE | NEWARK | DE | 19711 | NONE | PC | PURCHASE NEW SCHOOL UNIFORMS FOR 340 STUDENTS IN NEED | $7,480 |
| SUMMIT CENTRE FOR THERAPEUTIC RIDING | |||||||
| 2143 CHOPTANK ROAD | MIDDLETOWN | DE | 19709 | NONE | PC | FUNDS TO SUPPORT REROOFING PROJECT OF THE RIDING FACILITY | $25,000 |
| THE GRAND | |||||||
| 818 NORTH MARKET STREET | WILMINGTON | DE | 19801 | NONE | PC | PURCHASE LISTENING DEVICES AND ASL INTERPRETERS | $20,000 |
| WEST END NEIGHBORHOOD HOUSE | |||||||
| 701 NORTH LINCOLN STREET | WILMINGTON | DE | 19805 | NONE | PC | SUPPORT URBAN AGRICULTURE PROGRAM AND ABOVE EXPECTATIONS TRACK TEAM | $25,000 |
| ARC OF DELAWARE | |||||||
| 2 S AUGUSTINE STREET | WILMINGTON | DE | 19804 | NONE | PC | SUPPORT OUTREACH PROGRAM FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES | $25,000 |
| BRANDYWINE VALLEY SPCA | |||||||
| 1212 PHOENIXVILLE PIKE | WEST CHESTER | PA | 19830 | NONE | PC | FUNDS TO PROVIDE DOG AND CAT FOOD FOR PEOPLE PARTICIPATING IN MEAL ON WHEELS PROGRAM | $10,000 |
| BRINGING HOPE HOME | |||||||
| 641 SWEDESFORD ROAD | MALVERN | PA | 19355 | NONE | PC | FUNDING TO PROVIDE SUPPORT TO FAMILIES FACING THE EMOTIONAL ASPECTS OF CANCER | $20,000 |
| CATHOLIC CHARITIES--BAYARD HOUSE | |||||||
| 2601 WEST 4TH STREET | WILMINGTON | DE | 19805 | NONE | PC | FUNDING TO EXPAND DIAPER AND BABY TO NEEDY FAMILIES | $15,000 |
| CENTRAL DELAWARE HABITAT FOR HUMANITY | |||||||
| 2311 SOUTH DUPONT HIGHWAY | DOVER | DE | 19901 | NONE | PC | FUNDING TO SUPPORT HOME REPAIR PROGRAM FOR LOW-INCOME HOMEOWNERS | $25,000 |
| CENTRAL OREGON LANDWATCH | |||||||
| 2843 NW LOLO DRIVE | BEND | OR | 97703 | NONE | PC | SUPPORT OF LAND CONSERVATION PROGRAM | $20,000 |
| CULTURAL RESTORATION PROJECT | |||||||
| P O BOX 1926 | WILMINGTON | DE | 19899 | NONE | PC | SUPPORT OF ENRICHMENT PROGRAM FEATURING EDUCATION AND ART | $25,000 |
| DELAWARE ADOLESCENT PROGRAM | |||||||
| 1148 PULASKI HIGHWAY | BEAR | DE | 19701 | NONE | PC | SUPPORT OF CURRICULUM PROVIDING ACCESS TO COMPUTERS AND HIGH-SPEED INTERNET | $20,000 |
| DELAWARE BREAST CANCER COALITION | |||||||
| 100 W10TH STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT OF SETUP TO REPLACE OBSOLETE COMPUTER PLATFORMS | $24,000 |
| DELAWARE CHILDREN'S MUSEUM | |||||||
| 550 JUSTISON STREET | WILMINGTON | DE | 19801 | NONE | PC | FUNDING OF THE PURCHASE OF NEW INTERACTIVE WATER TABLE EXHIBIT | $25,000 |
| DELAWARE COLLEGE SCHOLARS | |||||||
| PO BOX 392 | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT A TEST PREP CURRICULUM | $35,000 |
| DELAWARE NATURE SOCIETY | |||||||
| PO BOX 700 | HOCKESSIN | DE | 19707 | NONE | PC | SUPPORT ENVIRONMENTAL PROGRAM FOCUSED ON INNER CITY YOUTH OF WILMINGTON DELAWARE | $20,000 |
| DELAWARE TECH AND COMMUNITY COLLEGE | |||||||
| PO BOX 897 | DOVER | DE | 19903 | NONE | PC | FUNDING TO SUPPORT THE TRAINING OF 16 CERTIFIED NURSING STUDENTS | $35,000 |
| DELAWARE THEATRE COMPANY | |||||||
| 200 WATER STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT THEATRE PROGRAMS IN SCHOOL PROGRAMS | $30,000 |
| DELAWARE ZOOLOGICAL SOCIETY | |||||||
| 1001 NORTH PARK DRIVE | WILMINGTON | DE | 19802 | NONE | PC | FUNDING TO SUPPORT PHASE 3 OF THE "ZOO REIMAGINED CAMPAIGN" | $20,000 |
| DELAWARE COMMUNITY WELLNET | |||||||
| PO BOX 422 | LEWES | DE | 19958 | NONE | PC | SUPPORT SCHOOL NUTRITION AGRI-CULTURE PROGRAM IN SUSSEX COUNTY | $25,000 |
| DOWN SYNDROME ASSOCIATION | |||||||
| PO BOX 747 | MIDDLETOWN | DE | 19709 | NONE | PC | SUPPORT OF AN OUTREACH PROGRAM TO SERVE INDIVIDUAL WITH DOWN SYNDROME AND THEIR FAMILIES | $30,000 |
| EVERETT THEATRE | |||||||
| 47 WEST MAIN STREET | MIDDLETOWN | DE | 19709 | NONE | PC | SUPPORT THE PURCHASE OF 12 PLAYS AND MUSICALS FOR THE 2023 SEASON | $30,000 |
| FOUR YOUTH | |||||||
| 1900 SUPERFINE LANE | WILMINGTON | DE | 19802 | NONE | PC | SUPPORT DEVELOPMENT OF URBAN SENSE GARDEN PROJECT FOR INNER-CITY FAMILIES | $30,000 |
| FRIENDSHIP HOUSE | |||||||
| PO BOX 1517 | WILMINGTON | DE | 19899 | NONE | PC | SUPPORT DEVELOPMENT OF A TRANSITIONAL HOUSING PROGRAM OF WOMEN EXITING INCARCERATION | $25,000 |
| HIGH HOPES | |||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | NONE | PC | FUNDING TO SUPPORT RENOVATION OF FIVE HORSE RUNIN SHEDS | $30,000 |
| LEADERSHIP DELAWARE | |||||||
| 112 SOUTH FRENCH STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT OF DEVELOPMENT PROGRAM TO DEVELOP COMMUNITY LEADERS | $50,000 |
| LIMEN RECOVERY AND WELLNESS | |||||||
| PO BOX 1306 | WILMINGTON | DE | 19899 | NONE | PC | FUNDING TO SUPPORT OUTREACH PROGRAM FOR THE LOCAL ADDICTION RECOVERY COMMUNITY | $15,000 |
| MENTAL HEALTH ASSOCIATION | |||||||
| 100 W10TH STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT YOUTH SUICIDE PREVENTION PROGRAM | $45,000 |
| MULTIPLYING GOOD | |||||||
| 100 W10TH STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT 'STUDENTS IN ACTION PROGRAM' TO EMPOWER YOUTH LEADERS | $5,000 |
| NAMI DELAWARE | |||||||
| 2400 WEST 4TH STREET | WILMINGTON | DE | 19805 | NONE | PC | FUNDING CAPITAL IMPROVEMENTS TO THE WILMINGTON HEADQUARTERS | $30,000 |
| NEIGHBOR GOOD PARTNERS | |||||||
| 363 SAULSBURY ROAD | DOVER | DE | 19904 | NONE | PC | FUNDING OF RENTAL ASSISTANCE PROGRAM | $30,000 |
| OPHELIA'S PLACE | |||||||
| 1577 PEARL STREET | EUGENE | OR | 97401 | NONE | PC | FUNDING OF DEVELOPMENTAL PROGRAM FOCUSED ON ADOLESCENT GIRLS | $20,000 |
| PENNSYLVANIA SOCIETY FOR BIOMEDICAL RESEARCH | |||||||
| PO BOX 1163 | CAMP HILL | PA | 17001 | NONE | PC | FUNDING TO SUPPORT STEM PROGRAMS IN MIDDLE SCHOOL CLASSROOMS | $25,000 |
| PIEDMONT ENVIRONMENTAL COUNCIL | |||||||
| PO BOX 460 | WARRENTON | VA | 20188 | NONE | PC | FUNDING OF EDUCATION PROGRAMS AT THE COMMUNITY FARM AT ROUNDABOUT MEADOWS | $20,000 |
| PRESBYTERIAN CHURCH OF THE COVENANT | |||||||
| 503 DUNCAN ROAD | WILMINGTON | DE | 19809 | NONE | PC | SUPPORT OF SUMMER ARTS CAMP | $20,000 |
| PROJECT NEW START | |||||||
| 4601 CONCORD PIKE | WILMINGTON | DE | 19803 | NONE | PC | SUPPORT FOR PROGRAMS AIMED AT REDUCING RECIDIVISM | $30,000 |
| RONALD MCDONALD HOUSE OF DELAWARE | |||||||
| 1901 ROCKLAND ROAD | WILMINGTON | DE | 19803 | NONE | PC | FUNDING TO SUPPORT THE HOUSE MEALS PROGRAM FOR VISITORS WITH SICK CHILDREN | $36,500 |
| ST MICHAEL'S SCHOOL AND NURSERY | |||||||
| 700 NORTH WALNUT STREET | WILMINGTON | DE | 19801 | NONE | PC | FUNDING TO SUPPORT EXTERIOR BUILDING IMPROVEMENTS | $25,000 |
| SUNDAY BREAKFAST MISSION | |||||||
| 110 NORTH POPLAR STREET | WILMINGTON | DE | 19899 | NONE | PC | FUNDING EARMARKED TO THE 'MISSION NEXT LEVEL CAPITAL CAMPAIGN' | $40,000 |
| TEACH FOR AMERICA | |||||||
| 1200 N FRENCH STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT OF PROGRAM DESIGNED TO ENHANCE STEM TEACHING ABILITIES OF K-12 EDUCATORS | $15,000 |
| TECH IMPACT | |||||||
| 100 W10TH STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT OF PLACEMENT PROGRAM FOR INDIVIDUALS PARTICIPATING IN ITWORKS TRAINGING | $25,000 |
| TEEN SHARP | |||||||
| 1200 N FRENCH STREET | WILMINGTON | DE | 19801 | NONE | PC | SUPPORT OF PROGRAM TO ASSIST STUDENT IN THEIR SECONDARY EDUCATION AND INTO THEIR PROFESSIONAL CAREERS | $50,000 |
| URBAN PROMISE | |||||||
| 2401 THATCHER STREET | WILMINGTON | DE | 19802 | NONE | PC | FUNDING OF REVOVATIONS TO THE 3RD FLOOR OF THE ACADEMY HIGH SCHOOL | $35,000 |
| ZOE MINISTRIES | |||||||
| PO BOX 26 | GREENWOOD | DE | 19950 | NONE | PC | FUNDING OF VICTIM SUPPORT SERVICES AND PREVENTING HUMAN TRAFFICKING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,002,980 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $405,695 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,450 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $337,813 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $765,958 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $765,958 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | EACH ITEM OF INCOME DEVOTED SOLELY TO THE FUNDS AVAILABLE FOR GRANT MAKING. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $13,288 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,644 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $42,612,750 | BookValueAmt |
| EOYFMV | $42,612,750 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $7,481,964 |
| BASIS ADJUSTMENT AND EXCISE TAXES NOT DEDUCTED | $743,758 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $7,970 | $0 | $3,985 |
| BANK SERVICE CHARGES | $81 | $0 | $41 |
| PAYROLL TAXES | $15,432 | $0 | $7,716 |
| PAYROLL SERVICE | $1,097 | $0 | $549 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BESSEMER--PARTNERSHIPS | $6,867 | $6,867 | $6,867 |
| NEW PROVIDENCE--PARTNERSHIPS | $15,583 | $15,583 | $15,583 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $300,509 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WITHHOLDING | $5,119 | $0 | $0 |
| FRANCHISE | $25 | $0 | $0 |
| FOREIGN | $42,813 | $0 | $0 |
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