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THE BLACK DOG PRIVATE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE BLACK DOG PRIVATE FOUNDATION INC (EIN 20-1266221)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-07
IRS object ID
202211889349101301
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)
Return2022-07-07T11:25:03-05:00ReturnTs
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)
EIN201266221EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Black Dog Private Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBLACBusinessNameControlTxt
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)
PersonDAVID L MAHONEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-06-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVID LPersonFirstNm
Person LastMAHONEYPersonLastNm
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$3,884,347FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,641,165ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$185InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$185InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,620DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,620DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,462NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,657,044GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,576,034CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,678,508TotalRevAndExpnssAmt
Total Net Invst Incm$1,614,839TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,236OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,236OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$1InterestRevAndExpnssAmt
Interest Net Invst Incm$1InterestNetInvstIncmAmt
Taxes Rev And Expnss$14,510TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$28,893OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$28,893OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$46,640TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,237TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$28,893TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$133,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$133,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$180,140TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,237TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$162,393TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,498,368ExcessRevenueOverExpensesAmt
Net Investment Income$1,611,602NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,113,326SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,583,035SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,583,035SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,085,249CorporateStockBOYAmt
Corporate Stock EOY$1,113,908CorporateStockEOYAmt
Corporate Stock EOYFMV$1,301,312CorporateStockEOYFMVAmt
Total Assets BOY$2,198,575TotalAssetsBOYAmt
Total Assets EOY$3,696,943TotalAssetsEOYAmt
Total Assets EOYFMV$3,884,347TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,198,575RetainedEarningBOYAmt
Retained Earning EOY$3,696,943RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,198,575TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,696,943TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,198,575TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,696,943TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,198,575TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,498,368ExcessRevenueOverExpensesAmt
Subtotal$3,696,943SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,696,943TotNetAstOrFundBalancesEOYAmt

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$1,657,044GrossSalesPriceAmt
Cost Or Other Basis$81,010CostOrOtherBasisAmt
Gain Or Loss$1,576,034GainOrLossAmt
Gains Minus Excess Or Losses$1,576,034GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,576,034CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,401InvestmentIncomeExciseTaxAmt
Subtotal$22,401SubtotalAmt
Tax Based On Investment Income$22,401TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,402EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,999ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$22,401TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Winnifred Ellis
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
David L Mahoney
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$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$1,287,626AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,914,822AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,202,448TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,202,448AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,037CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,154,411NetVlNoncharitableAssetsAmt
Minimum Investment Return$157,721MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$157,721MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,401TaxBasedOnInvestmentIncomeAmt
Total Tax$22,401TotalTaxAmt
Distributable Before Adj$135,320DistributableBeforeAdjAmt
Distributable Before Ded$135,320DistributableBeforeDedAmt
Distributable As Adjusted$135,320DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$162,393ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$162,393QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135,320DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$418,480ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$465,024ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$307,721ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$161,191ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$272,755ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,625,171TotalExcessDistributionCyovAmt
Qualifying Distributions$162,393QualifyingDistributionsAmt
Applied To Current Year$135,320AppliedToCurrentYearAmt
Remaining Distri From Corpus$27,073RemainingDistriFromCorpusAmt
Total Corpus$1,652,244TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$418,480ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,233,764ExcessDistriCyovToNextYrAmt
Excess From Year4$465,024ExcessFromYear4Amt
Excess From Year3$307,721ExcessFromYear3Amt
Excess From Year2$161,191ExcessFromYear2Amt
Excess From Year1$272,755ExcessFromYear1Amt
Excess From Current Year$27,073ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDavid L MahoneyContributingManagerNm
Contributing ManagerWinnifred EllisContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10000 DEGREES
1401 LOS GAMOS DR STE 205SAN RAFAELCA94903N/APCMeritus Scholarship Fund$4,000
AMERICAN CONSERVATORY THEATRE FOUNDATION
415 GEARY STSAN FRANCISCOCA94102N/APCGeneral & Unrestricted$3,500
BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STSAN FRANCISCOCA94102N/APCGeneral & Unrestricted$5,000
COMMUNITY FOUNDATION OF THE NAPA VALLEY
3299 CLAREMONT WAY STE 4NAPACA94558N/APCDavid Martin Leadership Fund$5,000
DASRA
ONE RIVERWAY STE 1900HOUSTONTX77056N/APCCOVID 19 India emergency response Fund$1,000
FRIENDS OF SAN FRANCISCO ANIMAL CARE AND CONTROL
1200 15TH STSAN FRANCISCOCA94103N/APCIn support of the new animal shelter campaign to name a dog Co-Housing Room$5,000
GOLDEN GATE NATIONAL PARKS CONSERVANCY
BLDG 201 FORT MASONSAN FRANCISCOCA94123N/APCGeneral & Unrestricted$2,500
HARVARD BUSINESS SCHOOL
PO BOX 412275BOSTONMA02241N/APCHBS Fund- Financial Aid$5,000
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCCampaign 21$50,000
MEALS ON WHEELS OF SAN FRANCISCO INC
1375 FAIRFAX AVESAN FRANCISCOCA94124N/APCGeneral & Unrestricted$5,000
METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER PLZNEW YORKNY10023N/APCGeneral & Unrestricted$1,000
NARAL PRO-CHOICE AMERICA FOUNDATION
335 S VAN NESS AVESAN FRANCISCOCA94111N/APCGeneral & Unrestricted$5,000
OUTWARD BOUND CALIFORNIA
9450 SW GEMINI DRBEAVERTONOR97008N/APCGeneral & Unrestricted$25,000
RADIUS BOOKS INC
227 E PALACE AVE STE WSANTA FENM87501N/APCAmerican Geography - Project Support Fund$5,000
THE PHILANTHROPY WORKSHOP INC
110 E 25TH STNEW YORKNY10010N/APCGeneral & Unrestricted$10,000
TRUSTEES OF MOUNT HOLYOKE COLLEGE
50 COLLEGE STSOUTH HADLEYMA01075N/APCMount Holyoke College Art Museum$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$133,500TotalGrantOrContriPdDurYrAmt

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$185ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,620ExclusionAmt
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-$1,462ExclusionAmt
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$37,343ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,343TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMahoney DavidContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1121 Jordan AveAddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,641,165TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1FRESHPET INC FRPT, 3470 sh.$578,4142021-04-06
1FRESHPET INC FRPT, 4270 sh.$710,6352021-06-15
1FRESHPET INC FRPT, 2400 sh.$352,1162021-09-20

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ASPIRIANT DEFENSIVE ALLOCATION$237,283$249,220
ASPIRIANT RISK MANAGED GLOBAL$248,751$341,926
DFA EMERGING MARKETS CORE EQ P$29,412$37,500
DFA EMERGING MARKETS VALUE POR$45,700$60,378
DFA INTERNATIONAL CORE EQUITY$78,472$101,290
DFA INTERNATIONAL SMALL CAP VA$40,000$45,585
DOUBLELINE TOTAL RETURN BOND$59,543$57,944
ISHARES CORE US VALUE$32,995$47,178
METROPOLITAN WEST RETURN BOND$151,231$152,319
VANGAURD HIGH-YIELD CORPORATE$44,406$45,476
VANGUARD DIVIDEND GROWTH FD$11,000$14,023
VANGUARD SMALL-CAP VALUE ETF$19,675$30,047
VANGUARD TOTAL BOND MARKET IND$115,440$118,426

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$16,368$16,368
State or Local Filing Fees$25$25
FOUNDATION DUES & MEMBERSHIPS$12,500$12,500

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$3,236Amt
Net Investment Income$3,236NetInvestmentIncomeAmt

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$13,400
990-PF Extension for 2020$1,110

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