THE MEEKER ROM FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MEEKER ROM FAMILY FOUNDATION (EIN 81-4627328)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-22
- IRS object ID
- 202200819349100705
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-22T09:14:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814627328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Meeker Rom Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MEEK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | dan grausz | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | dan | PersonFirstNm |
| Person Last | grausz | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,540,461 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $446,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,420,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $544,851 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $572,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $670,895 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $68,926 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,926 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $563 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $266,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $266,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $363,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $208,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $601,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $638,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,773 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,773 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,195,385 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,922,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,420,688 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,833,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,042,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,540,461 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,833,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,042,263 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,833,510 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,042,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,833,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,042,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,833,510 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $208,753 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,042,263 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,042,263 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,420,410 | GrossSalesPriceAmt |
| Cost Or Other Basis | $875,559 | CostOrOtherBasisAmt |
| Gain Or Loss | $544,851 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $544,851 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $544,851 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,359 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,359 | SubtotalAmt |
| Tax Based On Investment Income | $8,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,514 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,514 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,845 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Dan Grausz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Clare Hodgson Meeker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| Holly Meeker Rom | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| William N Rom | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 AVE OF THE AMERICAS 15-18TH F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100196031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $68,932 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,010,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,196,094 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,196,094 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,088,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $354,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $354,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,359 | TotalTaxAmt |
| Distributable Before Adj | $346,049 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $346,049 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $346,049 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $290,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $346,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $285,697 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $290,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $285,697 | AppliedToYear1Amt |
| Applied To Current Year | $4,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $341,096 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF AMERICAN POETS INCORPORATED | |||||||
| 75 MAIDEN LN RM 901 | NEW YORK | NY | 10038 | N/A | PC | Poem-A-Day, daily publishing series | $3,000 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | College of Arts and Sciences, Graduate MFA program in painting | $1,800 |
| ANDERSON RANCH ARTS FOUNDATION | |||||||
| PO BOX 5598 | SNOWMASS VLG | CO | 81615 | N/A | PC | General & Unrestricted | $5,000 |
| ARTISTS STRIVING TO END POVERTY INC | |||||||
| 165 W 46TH ST STE 1310 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 |
| CALIFORNIA POETS IN THE SCHOOL | |||||||
| PO BOX 1328 | SANTA ROSA | CA | 95402 | N/A | PC | General & Unrestricted | $2,000 |
| CATHARINE LORILLARD WOLFE ART CLUB INC | |||||||
| 802 BROADWAY | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $10,000 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 EAST 60TH ST 8TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | Essential Central Park Fund | $2,000 |
| CLIMATE GENERATION A WILL STEGER LEGACY | |||||||
| 2801 21ST AVE S STE 110 | MINNEAPOLIS | MN | 55407 | N/A | PC | General & Unrestricted | $10,000 |
| CONSERVATION LANDS FOUNDATION | |||||||
| 835 E 2ND AVE STE 314 | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $2,000 |
| CORAL RESTORATION FOUNDATION INC | |||||||
| 89111 OVERSEAS HWY | TAVERNIER | FL | 33070 | N/A | PC | General & Unrestricted | $7,500 |
| CREATIVE DANCE CENTER | |||||||
| 12577 DENSMORE AVE N | SEATTLE | WA | 98133 | N/A | PC | General & Unrestricted | $500 |
| EARTH ISLAND INSTITUTE INC | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | N/A | PC | Plastic pollution coalition fund | $10,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & unrestricted | $5,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $10,000 |
| FORTERRA NW | |||||||
| 901 FIFTH AVE STE 2200 | SEATTLE | WA | 98164 | N/A | PC | General & Unrestricted | $20,000 |
| FOUNTAIN HOUSE INC | |||||||
| 425 W 47TH ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF THE BOUNDARY WATERS WILDERNESS | |||||||
| 2550 UNIVERSITY AVE W STE 180S | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF THE SAN JUAN ISLAND LIBRARY | |||||||
| PO BOX 786 | FRIDAY HARBOR | WA | 98250 | N/A | PC | Building Fund | $10,000 |
| HIGHER PURPOSE CO | |||||||
| 130 DESOTO AVE STE 10 | CLARKSDALE | MS | 38614 | N/A | PC | General & Unrestricted | $2,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH ST NW 7TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $15,000 |
| LEGAL VOICE | |||||||
| 907 PINE ST STE 500 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $5,000 |
| MILLS COLLEGE | |||||||
| 5000 MACARTHUR BLVD | OAKLAND | CA | 94613 | N/A | PC | Class of 1971 Endowed Undergraduate scholarship of Mills College | $6,000 |
| MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY | |||||||
| 1919 UNIVERSITY AVE W STE 515 | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $10,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | General & Unrestricted | $2,500 |
| NORTHWEST HARVEST E M M | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | N/A | PC | General & Unrestricted | $5,000 |
| ONEGOAL | |||||||
| 55 EXCHANGE PL STE 503 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $2,000 |
| PAGE AHEAD CHILDRENS LITERACY PRGM | |||||||
| 1130 NW 85TH ST | SEATTLE | WA | 98117 | N/A | PC | General & Unrestricted | $1,000 |
| PIZZA KLATCH | |||||||
| 312 4TH AVE E | OLYMPIA | WA | 98501 | N/A | PC | General & Unrestricted | $1,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE Harvard | |||||||
| OFC OF FINANCIAL SERVICES | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $1,000 |
| RICHARD HUGO HOUSE | |||||||
| 1634 11TH AVE | SEATTLE | WA | 98122 | N/A | PC | General & Unrestricted | $2,000 |
| RYE ART CENTER INC | |||||||
| 51 MILTON RD | RYE | NY | 10580 | N/A | PC | General & Unrestricted | $2,000 |
| SALMAGUNDI CLUB | |||||||
| 47 5TH AVE | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $2,000 |
| SAN JUAN COMMUNITY HOME TRUST | |||||||
| PO BOX 2603 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $5,000 |
| SAN JUAN PRESERVATION TRUST | |||||||
| 468 ARGYLE AVE STE B | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $20,000 |
| SEATTLE ARTS AND LECTURES INC | |||||||
| 340 E 15TH AVE 301 | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $10,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $5,000 |
| STANLEY ANN DUNHAM SCHOLARSHIP FUND | |||||||
| 7683 SE 27TH ST 102 | MERCER ISLAND | WA | 98040 | N/A | PC | General & Unrestricted | $5,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 1000 NORTH THIRD ST | ASPEN | CO | 81611 | N/A | PC | Fellows of the Aspen Institute | $3,500 |
| THE CARL SCHURZ PARK CONSERVANCY INC | |||||||
| 1483 YORK AVE NO 20523 | NEW YORK | NY | 10075 | N/A | PC | General & Unrestricted | $15,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | Modern Circle, contemporary art at the Metropolitan museum of Art | $15,000 |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 595 COMMONWEALTH AVE W ENTRANCE | BOSTON | MA | 02215 | N/A | PC | College of Fine Arts School of Music Scholarship Fund | $15,000 |
| UNICEF USA IMPACT FUND FOR CHILDREN INC | |||||||
| 125 MAIDEN LANE 10TH FL | NEW YORK | NY | 10038 | N/A | SO I | General & Unrestricted | $1,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | Harry Jacob MD and John Kersey MD Scholarship Fund | $1,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | General & Unrestricted | $5,000 |
| WILDERNESS SOCIETY | |||||||
| 1801 PENNSYLVANIA AVE NW STE 200 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 655 NEW YORK AVE NW 6TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $266,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,016 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $446,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $572,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $572,297 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $23,690 | $75,863 |
| AMERICAN ELECTRIC POWER INC | $35,240 | $36,389 |
| APPLE INC | $60,161 | $257,299 |
| BERKSHIRE HATHAWAY INC DEL CL | $493,529 | $901,323 |
| BERKSHIRE HATHAWAY INC. CLASS | $343,003 | $623,415 |
| BLACKROCK INC | $11,940 | $26,551 |
| BLACKROCK STRAT INC OPP PORTFO | $437,863 | $444,116 |
| CHUBB LIMITED | $28,448 | $38,855 |
| CISCO SYSTEMS INC | $47,752 | $67,806 |
| CITIGROUP GLOBAL MARKETS L/O T | $210,000 | $209,370 |
| COLUMBIA FDS SRS TR I STRATEGI | $153,251 | $149,401 |
| COMCAST CORP | $38,173 | $51,538 |
| DIAGEO PLC ADS | $33,297 | $58,337 |
| DOUBLELINE LOW DURATION BOND F | $295,939 | $295,685 |
| FINANCIAL SELECT SECTOR SPDR F | $278,012 | $442,827 |
| HOME DEPOT INC | $32,821 | $90,472 |
| INTEL CORP | $60,978 | $71,997 |
| INVESCO QQQ TRUST | $196,702 | $585,237 |
| ISHARES HIGH DIVIDEND EQUITY F | $429,528 | $508,081 |
| ISHARES MORNINGSTAR MID CAP ET | $475,649 | $810,099 |
| JOHNSON & JOHNSON | $52,013 | $65,691 |
| JP MORGAN CHASE | $32,237 | $47,188 |
| LINDE PLC COM | $29,251 | $53,350 |
| LOCKHEED MARTIN CORP | $42,062 | $50,824 |
| LORD ABBETT INVESTMENT TRUST S | $443,650 | $444,714 |
| MARSH AND MCLENNAN COMPANIES I | $32,977 | $71,614 |
| MCDONALD'S CORP | $28,195 | $56,563 |
| MEDTRONIC PLC | $39,470 | $48,001 |
| MICROSOFT CORP | $51,052 | $197,084 |
| NEXTERA ENERGY, INC | $17,028 | $33,703 |
| NOVARTIS AG ADR | $37,431 | $43,210 |
| PHILLIPS 66 | $21,495 | $21,666 |
| PIMCO REAL RETURN FUND CL P | $153,027 | $153,762 |
| PROCTER GAMBLE CO | $46,187 | $67,886 |
| RAYTHEON TECHNOLOGIES CORP | $20,318 | $26,679 |
| REPUBLIC SVCS INC | $16,153 | $32,352 |
| ROCKWELL AUTOMATION INC | $16,347 | $37,327 |
| TEXAS INSTRUMENTS INC | $18,562 | $33,736 |
| THE COCA-COLA CO | $45,913 | $57,315 |
| TRUIST FINANCIAL CORPORATION | $18,819 | $21,781 |
| UNION PACIFIC | $26,877 | $52,401 |
| UNITED PARCEL SERVICE | $24,087 | $31,722 |
| V F CORP | $23,363 | $27,458 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $23,825 | $23,825 | |
| Bank Charges | $5 | $5 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT SERVICES | CategoryTxt |
| Amt | $68,926 | Amt |
| Net Investment Income | $68,926 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $3,400 | |
| Foreign Tax Paid | $563 | $563 |