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SPOFFORD FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SPOFFORD FOUNDATION (EIN 47-2593771)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-07
IRS object ID
202211589349100316
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-06-07T12:40:21-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472593771EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Spofford Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlSPOFBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES N SPOFFORDPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLES NPersonFirstNm
Person LastSPOFFORDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,476,734FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$32InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$32InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,523DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,523DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$92,552NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$194,466GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$92,552CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$156,107TotalRevAndExpnssAmt
Total Net Invst Incm$156,107TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$22,396OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,396OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$8,607TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$11,735OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$11,735OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,738TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,396TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,735TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$98,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$140,738TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,396TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$109,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,369ExcessRevenueOverExpensesAmt
Net Investment Income$133,711NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$51,912SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$55,252SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$55,252SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,272,052CorporateStockBOYAmt
Corporate Stock EOY$1,284,081CorporateStockEOYAmt
Corporate Stock EOYFMV$2,421,482CorporateStockEOYFMVAmt
Total Assets BOY$1,323,964TotalAssetsBOYAmt
Total Assets EOY$1,339,333TotalAssetsEOYAmt
Total Assets EOYFMV$2,476,734TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,323,964RetainedEarningBOYAmt
Retained Earning EOY$1,339,333RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,323,964TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,339,333TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,323,964TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,339,333TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,323,964TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,369ExcessRevenueOverExpensesAmt
Subtotal$1,339,333SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,339,333TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$194,466GrossSalesPriceAmt
Cost Or Other Basis$101,914CostOrOtherBasisAmt
Gain Or Loss$92,552GainOrLossAmt
Gains Minus Excess Or Losses$92,552GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$92,552CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,859InvestmentIncomeExciseTaxAmt
Subtotal$1,859SubtotalAmt
Tax Based On Investment Income$1,859TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$2,141OverpaymentAmt
Applied To ES Tax$2,141AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Holly Bell
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir2.0$0$0$0
Alexandra Johnston
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP2.0$0$0$0
Jennifer Sanger
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Charles Spofford
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Treas2.0$0$0$0
Nick Spofford
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres3.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,272,315AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,026AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,331,341TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,331,341AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,970CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,296,371NetVlNoncharitableAssetsAmt
Minimum Investment Return$114,819MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$114,819MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,859TaxBasedOnInvestmentIncomeAmt
Total Tax$1,859TotalTaxAmt
Distributable Before Adj$112,960DistributableBeforeAdjAmt
Distributable Before Ded$112,960DistributableBeforeDedAmt
Distributable As Adjusted$112,960DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,735ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$109,735QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,960DistributableAsAdjustedAmt
Undistributed Income PY$83,799UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Qualifying Distributions$109,735QualifyingDistributionsAmt
Applied To Year1$83,799AppliedToYear1Amt
Applied To Current Year$25,936AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$87,024UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNick SpoffordContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSEMBLY HOUSE 150 INC
150 EDWARD STBUFFALONY14201N/APCGeneral & Unrestricted$12,000
BOYS AND GIRLS CLUB OF THE SANDHILLS INC
PO BOX 1761SOUTHERN PINESNC28388N/APCGeneral & Unrestricted$16,500
BUCKLEY SCHOOL IN THE CITY OF NEW YORK
113 E 73RD STNEW YORKNY10021N/APC1948 Annual Fund$3,900
CONCORD-CARLISLE COMMUNITY CHEST INC
19 MAIN ST SUITE 2CONCORDMA01742N/APCGeneral & Unrestricted$5,000
FISHERS ISLAND COMMUNITY CENTER INC
PO BOX 464FISHER ISLANDNY06390N/APCGeneral & Unrestricted$5,000
FISHERS ISLAND CONSERVANCY INC
PO BOX 553FISHERS ISLANDNY06390N/APCGeneral & Unrestricted$2,000
FISHERS ISLAND RECREATIONAL PATH FOUNDATION
PO BOX 619FISHERS ISLENY06390N/APCGeneral & Unrestricted$10,000
FRIENDS OF FISHERS ISLAND THEATER
PO BOX 464FISHERS ISLENY06390N/APCto purchase a projector$7,500
HENRY L FERGUSON MUSEUM
PO BOX 554FISHERS ISLANDNY06390N/APCto purchase a Osprey Camera$6,000
ICE HOCKEY IN HARLEM INC
153 E 110TH ST PO BOX 1071NEW YORKNY10029N/APCCharitable Event$5,000
ISLAND HEALTH PROJECT INC
PO BOX 344FISHERS ISLENY06390N/APCGeneral & Unrestricted$2,100
OPEN TABLE INC
PO BOX 42CONCORDMA01742N/APCGeneral & Unrestricted$2,500
ST JOHNS CHURCH
PO BOX 505FISHERS ISLENY06390N/APCGeneral & Unrestricted$3,000
ST MATTHEW'S CHURCH
PO BOX 293BEDFORDNY10506N/APCGeneral & Unrestricted$3,000
STEPHEN S JOHNSON MEMORIAL FUND
236 DEARBORN RDGREENLANDNH03840N/APCGeneral & Unrestricted$2,500
WALSH PARK BENEVOLENT CORPORATION
PO BOX 684FISHERS ISLENY06390N/APCGeneral & Unrestricted$10,000
YALE UNIVERSITY ALUMNI FUND
PO BOX 1890NEW HAVENCT06508N/APCGeneral & Unrestricted$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,523ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$92,552ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$156,107ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$156,107TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$53,213$70,370
ABBVIE INC$45,865$67,700
APPLE INC$22,830$35,514
BRISTOL-MYERS SQUIBB CO$37,433$62,350
BROWN FORMAN CORP CL B$11,253$78,325
CISCO SYSTEMS INC$66,429$126,740
CORCEPT THERAPEUTICS INC$7,405$9,900
CVS CAREMARK CORP$75,173$103,160
ELI LILLY & CO$31,160$207,165
GETTY RLTY HLDG CO$49,997$80,225
GILEAD SCIENCES INC$32,625$36,305
GLAXOSMITHKLINE PLC$82,896$88,200
HEXCEL CP DELAWARE$4,817$25,900
INTEL CORP$60,860$77,250
MARKET VECTORS ETF TRJR GOLD M$133,195$125,790
MEDTRONIC PLC$53,340$51,725
MERCK & CO INC$68,256$114,960
MICROSOFT CORP$19,879$252,239
OMEROS CORP$34,067$19,290
ONEOK INC$40,773$88,140
ORACLE CORP$48,230$87,210
PEPSICO INC$32,822$86,855
PFIZER INC$64,281$177,150
PHILLIPS 66$63,445$57,968
REPUBLIC SVCS INC$13,995$69,725
UNILEVER PLC AMER$34,075$53,790
USD CYRUSONE INC$25,687$44,860
VALERO ENERGY CORP$57,701$60,088
WASTE MANAGEMENT INC$12,379$62,588

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$11,680$11,680
Postage/Delivery Service$30$30
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$22,396Amt
Net Investment Income$22,396NetInvestmentIncomeAmt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationThe Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1).ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2021$4,000
990-PF Excise Tax for 2020$4,607

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