BALGLEY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BALGLEY FAMILY CHARITABLE FOUNDATION (EIN 83-1150552)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-19
IRS object ID
202231399349100603
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)
Return2022-05-19T07:57:10-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113670147PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOANE & DOANE PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BLVD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831150552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BALGLEY FAMILY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBALGBusinessNameControlTxt
Phone5616560200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BOULEVARD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREBECCA G DOANEPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5616560200PhoneNum
Signature2022-05-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstREBECCAPersonFirstNm
Person LastDOANEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDELL C DOANEPreparerPersonNm
PTINP01446855PTIN
Phone5616560200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$8,481,199FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$450InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$450InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$178,840DividendsRevAndExpnssAmt
Dividends Net Invst Incm$178,840DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,876NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$858,510GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,876CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$215,166TotalRevAndExpnssAmt
Total Net Invst Incm$215,166TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$17,833LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,984TaxesRevAndExpnssAmt
Taxes Net Invst Incm$984TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$576OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$576OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,399TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,566TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500,117ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500,117ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$521,516TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,566TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$500,117TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$306,350ExcessRevenueOverExpensesAmt
Net Investment Income$213,600NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$2,348,720SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$761,380SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$761,380SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,357,992CorporateStockBOYAmt
Corporate Stock EOY$4,301,467CorporateStockEOYAmt
Corporate Stock EOYFMV$5,471,911CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,900,169CorporateBondsBOYAmt
Corporate Bonds EOY$2,181,631CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,185,598CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$56,054OtherInvestmentsEOYAmt
Other Investments EOYFMV$62,310OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,606,882TotalAssetsBOYAmt
Total Assets EOY$7,300,532TotalAssetsEOYAmt
Total Assets EOYFMV$8,481,199TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,606,882RetainedEarningBOYAmt
Retained Earning EOY$7,300,532RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,606,882TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,300,532TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,606,882TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,300,532TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,606,882TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$306,350ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,300,532SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,300,532TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BAIRD INVESTMENTS SUMMARY2020-04-152021-11-15$858,506$822,634$35,872$35,872
CAPITAL GAINS DIVIDENDS$4$4$4P
FieldValueIRS element (for citing)
Capital Gain Net Income$35,876CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,969InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,969SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,969TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,072EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,897ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,969TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1REBECCA G DOANEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5616560200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BOULEVARD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REBECCA G DOANE
2979 PGA BOULEVARD SUITE 201PALM BEACH GARDENSFL33410TRUSTEE1.00$0$0$0
MEREDITH A BALGLEY
232 BULL CREEK ROADASHEVILLENC288058702TRUSTEE1.00$0$0$0
JOEL F BALGLEY
P O BOX 530623ST PETERSBURGFL337470623TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,802,177AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,631,453AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,433,630TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,433,630AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$156,504CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,277,126NetVlNoncharitableAssetsAmt
Minimum Investment Return$513,856MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$513,856MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,969TaxBasedOnInvestmentIncomeAmt
Total Tax$2,969TotalTaxAmt
Distributable Before Adj$510,887DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$510,887DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$510,887DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$500,117ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$500,117QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$510,887DistributableAsAdjustedAmt
Undistributed Income PY$497,224UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$500,117QualifyingDistributionsAmt
Applied To Year1$497,224AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,893AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$507,994UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonREBECCA G DOANERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BOULEVARD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5616560200RecipientPhoneNum
Recipient Email AddressRGDOANE@DOANELAW.COMRecipientEmailAddressTxt
Form And Info And MaterialsNO REQUIRED FORMAT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350ORG
PO BOX 843004BOSTONMA022843004501(C)(3)ACCELERATE TRANSITON OF RENEWABLE ENERGY$6,000
AFGHANISTAN NATIONAL INSTITUTE OF MUSIC
200 WEST 57TH STREET SUITE 403NEW YORKNY100193269501(C)(3)AFGANISTAN AID$1,000
ALSO YOUTH
1470 BOULEVARD OF THE ARTSSARASOTAFL34236501(C)(3)PROMOTE HEALTH, SAFETY, PERSONAL GROWTH OF GAY, LESBIAN, BISEXUAL, TRANSGENDER, INTERSEX AND$3,000
AMERICAN YOUTH HOSTELS
8401 COLESVILLE ROAD SUITE 600SILVER SPRINGMD20910501(C)(3)OPERATES YOUTH HOSTELS AND RUNS PROGRAMS$3,000
AMNESTY INTERNATIONAL USA
311 WEST 43RD STREET 7TH FLOORNEW YORKNY10036501(C)(3)HUMAN RIGHTS$5,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158501(C)(3)STOP DEFAMATION OF THE JEWISH PEOPLE AND SECURE JUSTICE/FAIR TREATMENT FOR ALL$3,000
ASHEVILLE HOUSING DEVELOPMENT INC
165 SOUTH FRENCH BROAD AVENUEASHVILLEAS28802501(C)(3)MEEAL PROGRAMS$5,000
BLACK HAWK COLLEGE FUND
6600 34TH AVENUEMOLINEIL612655870501(C)(3)HIGHER EDUCATION$2,000
BLUEFILD STATE COLLGE
219 ROCK STREETBLUEFILDWV24701PROMOTES GENERAL WELFARE OF STATE COLLEGE$1,500
BOUNTY & SOUL
999 OLD US HIGHWAY 70BLACK MOUNTAINNC28711501(C)(3)CONNECTING PEOPLE TO FOOD, EDUCATION$2,500
BRIDGING CULTURES WITH MUSIC
1540 AQUARIUS WAYBOWLING GREENKY421040213501(C)(3)PROVIDE MUSIC EDUCATION FOR UNDERSERVED POPULATONS$5,000
CATHOLIC CHARITIES
50 ORANGE STREETASHVILLENC28801501(C)(3)CHRISTIAN MINISTRY$25,000
CENTRAL CONNECTICUT STATE UNIVERSITY
1615 STANLEY STREETNEW BRITAINCT06050501(C)(3)PUBLIC UNIVERSITY$2,500
CHAMBERFEST CLEVELAND
20620 JOHN CARROLL BOULEVARD SUITECLEVELANDOH44118501(C)(3)CREATE MUSICAL EXPERIENCES FOR AUDIENCES TO NURTURE AND ENRICH APPRECIATION OF CLASSICAL MUSIC$2,000217
CITIZENS CLIMATE EDUCATION
1330 ORANGE AVE 309CORONADOCA92118501(C)(3)RESOURCES TO ADVOCATE FOR IMPACTFUL CLIMATE SOLUTIONS$6,500
CLEAN ENERGY LEADERSHIP INSTITUTE
1212 BROADWAY FLOOR 16OAKLANDCA946121805501(C)(3)PROMOTE TRANSITION TO CLEAN ENERGY ECONOMY$6,000
CLIMATE FOUNDATION
3 LITTLE HARBOR ROADWOODS HOLEMA025431012501(C)(3)EDUCATE AND RESEARCH GLOBAL FOOD SECURITY AND CARBON BALANCE IN SOILS AND SEAS,$6,000
CONNECTIKIDS INC
814 ASYLUM AVENUEHARTFORDCT061052805501(C)(3)ENHANCE AND ENRICH EDUCATIONAL EXPERIENCES OF WEST MIDDLE SCHOOL STUDENTS$2,000
COVENANT HOUSE
461 EIGHTH AVENUENEW YORKNY10001501(C)(3)PROVIDE SHELTER, FOOD, IMMEDIATE CRISIS CARE, AND OTHER SERVICES TO HOMELESS AND RUNAWAY YOUTH$2,000
CULTURES IN HARMONY
6496 NORTH TUXEDO STREETINDIANAPOLISIN46220501(C)(3)ADVANCE AND PROMOTE INTERNATIONAL AND CULTURAL UNDERSTANDING THROUGH MUSIC AND INTERACTION$3,000
DATMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHARTFORDCT06103501(C)(3)PRIVATE RESEARCH UNIVERSITY$1,000
DAYENU
475 RIVERSIDE DRIVE SUITE 1800NEW YORKNY10015SUPPORT CLIMATE CRISIS SOLUTIONS A JEWISH CALL TO CLIMATE ACTION$6,335
DOCTORS WITHOUT BORDERS
40 RECTOR STEETNEW YORKNY10006501(C)(3)HUMANITARIAN MEDICAL PROJECTS$4,000
DOCTORS WITHOUT BORDERS
40 RECTOR STEETNEW YORKNY10006501(C)(3)HUMANTARIAN PROJECTS$1,000
DOGWOOD ALLIANCE
PO BOX 7645ASHEVILLENC28802501(C)(3)PROTECT DIVERSE COMMUNITIES AND FORESTS OF SOUTHERN US FROM DEFORESTATION$2,500
EARTH GUARDIANS
3980 BROADWAY 103-229BOULDERCO80304501(C)(3)PROTECT BIODIVERSITY THROUGH INNOVATIVE TECHNOLOGY$5,000
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111501(C)(3)ENVIRONMENT CONSERVATION$4,000
ECKERD COLLEGE
4200 54TH AVENUE SOUTHST PETERSBURGFL33711501(C)(3)HIGHER EDUCATION$1,000
EL SISTEMA USA
PO BOX 945DURHAMNC27702501(C)(3)SUPPORTING PROGRAMS TO EFFECT SOCIAL CHANGE THROUGH MUSIC FOR CHILDREN$1,000
FORMAN SCHOOL
12 NORFOLK RD PO BOX 80LITCHFIELDCT067590080501(C)(3)PRIVATE COLLEGE PREPRATORY SCHOOL FOR HIGH SCHOOL AND POST-GRADUATE STUDENT WITH DIAGNOSED LEARNING DIFFERENCES$75,000
FRIENDSHIP BRIDGE
405 URBAN STREET SUITE 140LAKEWOODCO80228501(C)(3)EMPOWER IMPOVERISHED WOMEN$3,000
GLOBAL WATER CHALLENGE
2900 SOUTH QUINCY STREET SUITE 375ARLINGTONVA222062279501(C)(3)ACCELERATE UNIVERSAL ACCESS TO CLEAN WATER,$6,000
HARTFORD GAY AND LESBIAN HEALTH COLLECTIVE
1841 BROAD STREETHARTFORDCT06114501(C)(3)SUPPORTS DIVERSE SEXUAL ORIENTATIONS, GENDER IDENTITIES AND GENDER EXPRESSIONS$2,500
HELPMATE INC
35 WOODFIN STREETASHVILLENC28801501(C)(3)DOMESTIC VIOLENCE ADVOCACY ORGANIZATION$2,500
HOMEWARD BOUND
P O BOX 1166ASHEVILLENC28802501(C)(3)PREVENT AND END HOMELESSNESS IN COMMUNITY$2,500
HOPE FOR HAITI
1021 5TH AVENUE NORTHNAPLESFL34102501(C)(3)HAITI AID$2,000
HUMANITY & INCLUSION
8757 GEORGIA AVENUE SUITE 420SILVER SPRINGMD20910501(C)(3)HAITI AID$2,000
INDIANA UNIVERSITY JACOBS SCHOOL OF MUSIC
1201 EAST THIRD STREETBLOOMINGTONIN47405501(C)(3)MUSIC CONSERVATORY$5,000
INDIANA UNIVERSITY
1331 EAST TENTH STREETBLOOMINGTONIN47408501(C)(3)PROVIDE FULL COST OF ATTENDANCE FOR EIGHT SEMESTERS OF UNDERGRADUATE STUDY AT INDIANA UNIVERSITY BLOOMINGTON$4,000
INTERNATIONAL REFUGEE ASSISTANCE PROJECT
PO BOX 21917NEW YORKNY100871917501(C)(3)AFGHANISTAN AID$5,000
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY101681289501(C)(3)ASSISTS REFUGEES AND DISPLACED PEOPLE$1,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847501(C)(3)ASSIST REFUGEES AND DISPLACED PEOPLE RESPONSIVE TO INTERNATIONAL HUMANITARIAN CRISES$10,000
JEWISH FEDERATION OF THE QUAD CITIES
2215 EAST KIMBERLY ROADDAVENPORTIA52807501(C)(3)PRESERVE, PROTECT, ENRICH AND ENHANCE JEWISH LIFE$1,500
JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD
33 BLOOMFIELD AVEWEST HARTFORDCT06117501(C)(3)COLLECTS, PRESERVES AND SHARES THE HISTORY OF THE JEWISH COMMUNITY OF THE REGION$500
MALALA FUND
POO BOX 53347WASHINGTONDC20009501(C)(3)CHAMPIONS THE RIGHT TO 12 YEARS FREE, SAFE, QUALITY EDUCATION FOR GIRLS AROUND THE WORLD$6,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905501(C)(3)ACADEMIC MEDICAL CENTER FOCUSED ON INTEGRATED PATIENT CARE, EDUCATION, RESEARCH$1,000
METROPOLITAN MINISTRIES
2002 NORTH FLORIDA AVENUEPALM HARBORFL34683501(C)(3)HELPS HOMELESS AND AT RISK IN HILLSBOOUGH, PINELLAS, POLK AND PASCO COUNTIES FLORIDA$2,000
MR HOLLAND'S OPUS FOUNDATION
4370 TUJUNGA AVENUE SUITE 110STUDIO CITYCA91604501(C)(3)DONATE HIGH-QUALITY MUSICAL INSTRUMENTS TO UNDER-FUNDED MUSIC PROGRAMS$2,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942501(C)(3)HAITI AID$2,000
PHOENIX SOCIETY FOR BURN SURVIVORS
525 OTTAWA AVENUE NWGRAND RAPIDSMI49503501(C)(3)SUPPORTS ANYONE IMPACTED BY A BURN INJURY$5,335
PLAY ON PHILLY
PO BOX 8662PHILADELPHIAPA19101501(C)(3)MUSIC EDUCATION$3,000
RAINFOREST ALLIANCE INC
125 BROAD STREET 9TH FLOORNEW YORKNY100042400501(C)(3)ENVIRONMENT CONSERVATION$4,000
REDEMPTORIST APOSTOLIC WORKS
1653 219TH PLACE SESAMMAMISHWA98075501(C)(3)SUPPORTS CHILDREN'S MINISTRIES IN VARIOUS COUNTRIES$1,000
SIMON WEISENTHAL CENTER
1399 SOUTH ROXBURY DRLOS ANGELESCA90035501(C)(3)JEWISH GLOBAL HUMAN RIGHTS AND HATE RESEARCH ORGANIZATION$500
SMITH COLLEGE
STODDARD ANNEX 23 ELM STREETNORTHHAMPTONMA01063501(C)(3)PRIVATE COLLEGE$1,000
SOIL HELATH ACADEMY
1908 SPRING DR NWFORT PAYNEAL35968501(C)(3)TEACH/ASSIST FARMERS, RANCHERS IN APPLYING REGENERATE AGRICULTURE PRINCIPLES$7,000
SOLUTIONS PROJECT INC
4096 PIEDMONT AVENUE NO 728OAKLANDCA946115221501(C)(3)SUPPORT CLIMATE CHANGE$7,500
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104501(C)(3)CATALYST FOR RACIAL JUSTICE$3,000
SPREAD THE VOTE
8601 LINCOLN BOULEVARD SUITELOS ANGELESCA90045501(C)(3)HELPS PEOPLE IN US OBTAIN GOVERNMENT ISSUED HELPS PEOPLE IN US OBTAIN GOVERNMENT ISSUED$3,000180/569
ST JUDES CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105501(C)(3)RESEARCH PEDIATIRC CATASTROPHIC DISEASES$1,000
ST BONIFACE HAITI FOUNDATION
40 GLEN AVENUENEWTONMA02459501(C)(3)HAITI AID$2,000
ST PETERSBURG COLLEGE FOUNDATION INC
P O BOX 13489ST PETERSBURGFL337333489501(C)(3)HIGHER EDUCATION$2,500
STANDUP FOR KIDS
200 NELSON FERRY ROAD SUITE BDECATURGA30030501(C)(3)YOUTH DEVELOPMENT AND SHELTER$1,612
STREET SYMPHONY
P O BOX 86027LOS ANGELESCA90026501(C)(3)MAKE MUSIC A CATALYST FOR HUMAN CONNECTION$1,335
SUNRISE MOVEMENT EDUCATION FUND
50 F SREET NW SUITE 700WASHINGTONDC20001501(C)(3)STOP CLIMATE CHANGE AND CREATE JOBS$5,000
THE ASHEVILLE SYMPHONY SOCIETY INC
27 COLLEGE PLACE SUITE 100ASHVILLENC288012784501(C)(3)PERFORMS AND PROMOTES SYMPHONIC MUSIC$2,500
THE LAND INSTITUTE
2440 EAST WATER WELL ROADSALINAKS67401501(C)(3)DEVELOP NATURAL SYSTEMS OF AGRICULTURE REDUCE OR ELIMINATE NEGATIVE IMPACTS OF INDUSTRIAL AGRICULTURE$7,000
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DR SUITE 100ARLINGTONVA22203501(C)(3)ENVIRONMENT CONSERVATION$5,000
THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION
DEPT LA 24875PASADENACA911854875501(C)(3)PRESERVE AND PROTECT NATURAL OCEAN ENVIRONMENT$7,500
THE PITTSBURGH FOUNDATION
FIVE PPG PLACE SUITE 250PITTSBURGHPA15222501(C)(3)PROMOTES RESPONSIBLE PHILANTHROPY AND CONNECTS DONORS TO THE CRITICAL NEEDS OF THE COMMUNIITY$2,000
THE SENTENCING PROJECT
PO BOX 358111PITTSBURGHPA152515111501(C)(3)WORK FOR FAIR AND EFFECTIVE CRIMINAL JUSTICE SYSTEM$3,000
THE SHRINERS HOSPITAL FOR CHILDREN
2900 NORTH ROCKY POINT DRIVETAMPAFL33607501(C)(3)PROVIDE PEDIATRIC SPECIALTY CARE WITHOUT FINANCIAL OBLIGATION TO PATIENTS OR THEIR FAMILIES$1,500
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069501(C)(3)PROVIDE CRISIS INTERVENTION AND SUICIDE PREVENTION$3,000
UNIERSITY OF SAINT JOSEPH
1678 ASYLUM AVENUEWEST HARTFORDCT06117501(C)(3)PRIVATE ROMAN CATHOLIC UNIVERSITY$2,500
UNIVERSITY OF CHARLSESTON
2300 MACCORKLE AVE SECHARLESTONWV25304501(C)(3)PRIVATE UNIVERSITY$52,000
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVEWEST HARTFORDCT06117501(C)(3)PRIVATE UNIVERSITY STUDENT ASSISTANCE$79,000
VERNER CENTER FOR EARLY LEARNING
2586 RICEVILLE ROADASHEVILLENC28805501(C)(3)PROVIDES AFFORDABLE EARLY CARE AND EDUCATION$2,500
WOMEN FOR AFGHAN WOMEN
158-24 73RD AVENUE 2ND FLOORFRESH MEADOWSNY11366501(C)(3)AFGHANISTAN AID$5,000
WOMEN FOR WOMEN
PO BOX 9224CENTRAL ISLIPNY117229224501(C)(3)8757 GEORGIA AVENUE, SUITE 420$10,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6TH FLOORWASHINGTONDC20001501(C)(3)DISASTER RESPONSE RESTORING FOOD SYSTEMS$10,000
WORLD FOOD PROGRAM USA
1725 EYE STREET NW SUITE 510WASHINGTONDC20006501(C)(3)HUMANITARIAN ORGANIZATION DELIVERING FOOD$4,000
XAVIER UNIVERSITY OF LOUISIANA
1 DREXEL DRIVE BOX 66NEW ORLEANSLA70125501(C)(3)PRIVATE HISTORICALLY BLACK ROMAN CATHOLIC UNIVERSITY$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500,117TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$450ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$178,840ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt
Related Or Exempt Function Incm$35,872RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$179,294ExclusionAmt
Related Or Exempt Function Incm$35,872RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$215,166TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number7LineNumberTxt
Relationship StatementPUBLICLY TRADED K1 LOSSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts

FieldValueIRS element (for citing)
Medium ExplanationNONEMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTAXABLE BONDSBondNm
EOY Book Value$2,181,631EOYBookValueAmt
EOYFMV$2,185,598EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED STOCKSStockNm
EOY Book Value$4,301,467EOYBookValueAmt
EOYFMV$5,471,911EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED PARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$56,054BookValueAmt
EOYFMV$62,310EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$17,833LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISC EXPENSES$12$12$0
K1 LOSS PLAINS ALL AMERICA$564$564$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEECategoryTxt
Amt$6Amt
Net Investment Income$6NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD ON DIVIDENDS$984$984$0
FEDERAL EXCIISE TAX$2,000$0$0

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