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WILLINPHILA FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WILLINPHILA FOUNDATION (EIN 13-3933663)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-04-06
IRS object ID
202240969349101574
Schema version
2020v4.2
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)
Return2022-04-06T21:35:32-05:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133933663EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILLINPHILA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone2122074707PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 EAST 86TH STREET NO 15AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100281060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM L MUSSERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2122074707PhoneNum
Signature2022-04-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastMUSSERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNEIL TERENSPreparerPersonNm
PTINP00957632PTIN
Phone2123721000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$850,464FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,058DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,058DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$97,230NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$199,842GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$97,230CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$102,290TotalRevAndExpnssAmt
Total Net Invst Incm$102,290TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,730AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$432TaxesRevAndExpnssAmt
Taxes Net Invst Incm$236TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,412TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$386TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,235ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,235ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,647TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$386TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,335TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,643ExcessRevenueOverExpensesAmt
Net Investment Income$101,904NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$10,163SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,163SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$977AcctRcvblAmt
Acct Rcvbl EOY$977AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$977AcctRcvblEOYFMVAmt
Corporate Stock BOY$167,620CorporateStockBOYAmt
Corporate Stock EOY$174,181CorporateStockEOYAmt
Corporate Stock EOYFMV$839,324CorporateStockEOYFMVAmt
Total Assets BOY$167,620TotalAssetsBOYAmt
Total Assets EOY$185,321TotalAssetsEOYAmt
Total Assets EOYFMV$850,464TotalAssetsEOYFMVAmt
Other Liabilities BOY$149OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$149TotalLiabilitiesBOYAmt
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$167,471RetainedEarningBOYAmt
Retained Earning EOY$185,321RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$167,471TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$185,321TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$167,620TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$185,321TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$167,471TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,643ExcessRevenueOverExpensesAmt
Other Increases$207OtherIncreasesAmt
Subtotal$185,321SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$185,321TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$37,942$53,009-$15,067-$15,067
PUBLICLY TRADED SECURITIES$161,900$49,603$112,297$112,297
FieldValueIRS element (for citing)
Capital Gain Net Income$97,230CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,416InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,416SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,416TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4EsPenaltyAmt
Tax Due$1,420TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksLINDA S MUSSERIndividualWithBooksNm
Phone2122074707PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line149 EAST 86TH STREET APT 15AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100281060ZIPCd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM L MUSSER JR
49 EAST 86TH STREET APT 15ANEW YORKNY10028TRUSTEE1.00$0$0$0
LINDA S MUSSER
49 EAST 86TH STREET APT 15ANEW YORKNY10028TRUSTEE1.00$0$0$0
PHILIP ADRIAN MUSSER
1315 22ND STREET NWNEW YORKNY10028TRUSTEE1.00$0$0$0
LILA RUTH MUSSER
49 EAST 86TH STREET APT 15ANEW YORKNY10028TRUSTEE1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$821,905AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,176AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$846,081TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$846,081AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,691CashDeemedCharitableAmt
Net Vl Noncharitable Assets$833,390NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,670MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,670MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,416TaxBasedOnInvestmentIncomeAmt
Total Tax$1,416TotalTaxAmt
Distributable Before Adj$40,254DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,254DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,254DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,335ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$77,335QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$77,335AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,254DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$6,229ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,689ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$23,893ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,818ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$74,629TotalExcessDistributionCyovAmt
Qualifying Distributions$77,335QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,254AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,081RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$111,710TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$111,710ExcessDistriCyovToNextYrAmt
Excess From Year4$6,229ExcessFromYear4Amt
Excess From Year3$17,689ExcessFromYear3Amt
Excess From Year2$23,893ExcessFromYear2Amt
Excess From Year1$26,818ExcessFromYear1Amt
Excess From Current Year$37,081ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM L MUSSER JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
122 E 66TH ST FOUNDATION
122 E 66TH STNEW YORKNY10065NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
AMERICAN MUSEUM OF NATIONAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10004NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$965
AMERICAN RIVERS
1101 14TH STREET NW SUITE 1400WASHINGTONDC20005NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$6,000
ASPCA GUARDIANS
520 EIGHTH AVENUE 7TH FLOORNEW YORKNY10018NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$100
AUGUSTA FIRE DEPT
PO BOX 77AUGUSTAMT59410NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
AUGUSTA PUBLIC SCHOOL
18 GOVERNMENT CENTER LANEVERONAVA24482NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$3,000
BREARLY SCHOOL
610 E 83RD STNEW YORKNY10028NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,500
CARES FOUND
1500 21ST STSACRAMENTOCA95811NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
CENTRAL PARK CONSERVANCY
14 E 60TH STREET 8TH FLOORNEW YORKNY10022NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$250
CHAMBER MUSIC SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZA 10TH FLOORNEW YORKNY10023NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$3,500
CITY HARVEST
6 EAST 32ND STREET 5TH FLOORNEW YORKNY10016NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,450
CM RUSSELL MUSEUM
400 13TH STREET NGREAT FALLSMT59401NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$3,060
COALITION FOR THE HOMELESS
1300 S FOURTH STREET 250LOUISVILLEKY40208NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
COLLABORATE CLASSROOM
1001 MARINA VILLAGE PARKWAY SUITEALAMEDACA94501NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$13,000110
DR FRICK COLLECTION
1 E 70TH STREETNEW YORKNY10021NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$200
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTH 17TH FLOORNEW YORKNY10010NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$350
ENVIRONMENTAL VOTER PROJECT
PO BOX 962002BOSTONMA02196NONENCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$4,000
FIL NATIONAL
663 13TH STREET NO 200OAKLANDCA94612NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,000
FISHER ISLAND UNION CHAPEL
821 CRESCENT AVENUE PO BOX 192FISHERS ISLANDNY06390NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$200
FISHERS ISLAND COMMUNITY CENTER
66 HOUND LANE PO BOX 464FISHERS ISLANDNY06390NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$150
FISHERS ISLAND CONSERVANCY
PO BOX 464FISHERS ISLANDNY06390NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,500
FISHERS ISLAND FIRE DEPT
250 ATHOL CRESCENT AVENUEFISHERS ISLANDNY06390NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
FISHERS ISLAND LIBRARY
PO BOX 366FISHERS ISLANDNY06390NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$250
FRESH AIR FUND
633 THIRD AVENUENEW YORKNY10017NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,150
FRICK COLLECTION
1 E 70TH STREETNEW YORKNY10021NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$250
FRIENDS OF AUGUSTA LIBRARY
823 TELFAIR STAUGUSTAGA30901NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$180
HABITAT FOR HUMANITY
322 W LAMAR STREETAMERICUSGA31709NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$200
HEALTH ADVOCATES FOR SENIORS
155 EAST 44TH STREET 6TH FLOORNEW YORKNY10017NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$300
HL FERGUSON MUSEUM
PO BOX 554FISHERS ISLANDNY06390NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
HOCKADAY MUSEUM OF ART
302 SECOND AVE EASTKALISPELLMT59901NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
HOLY APOSTLES SOUP KITCHEN
296 NINTH AVENUENEW YORKNY10001NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$400
HOMEGROWN NATIONAL PARK
PO BOX 1106SHARONTCT06069NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
ISLAND HEALTH PROJECT
PO BOX 344FISHERS ISLANDNY06390NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,000
ISLAND PEOPLES PROJECT
PO BOX 523FISHERS ISLANDNY06390NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$100
KENYON COLLEGE
209 CHASE AVENUEGAMBIEROH43022NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,000
LETS WIN
422 E 72ND STREET SUITE 9DNEW YORKNY10021NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,500
LINNEAN SOCIETY OF NY
PO BOX 4121NEW YORKNY10136NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$100
MADISON AVE PRESBYTERIAN CHURCH
921 MADISON AVENUENEW YORKNY10021NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$150
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$610
MONTANA LAND RELIANCE
PO BOX 355HELENAMT59624NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$5,000
MONTANA PBS
PO BOX 173340BOZEMANMT59717NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$100
MONTANA PUBLIC RADIO
629 S 6TH EMISSOULAMT59812NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$800
NY BOTANICAL GARDEN
2900 SOUTHERN BOULEVARDBRONXNY10458NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$430
NY INST FOR SPECIAL EDUCATION
999 PELHAM PKWY NBRONXNY10469NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$3,000
PEGASUS FUND
PO BOX 2477TEHACHAPICA93581NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$250
PHILLIPS ACADEMY
180 MAIN STREETANDOVERMA01810NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
RAILS TO TRAILS
2121 WARD COURT NW 5TH FLOORWASHINGTONDC20037NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$75
ROCKY MOUNTAIN WEED ROUNDTABLE
PO BOX 663CHOTEAUMT59422NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$150
SANCTUARY FOR FAMILIES
PO BOX 1406 WALL STREET STATIONNEW YORKNY10268NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$250
SOC FOR RELIEF OF WOMEN & CHILDREN
CO AKM - 200 W 41ST ST STE 1801NEW YORKNY10036NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$300
ST BERNARDS SCHOOL
120 FRENCH RDROCHESTERNY14618NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$2,000
THE BATTERY CONSERVANCY
ONE WHITEHALL STREET 17TH FLOORNEW YORKNY10004NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,500
THIRTEEN
PO BOX 1313NEW YORKNY10101NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$750
TRUST FOR PUBLIC LAND
101 MONTGOMERY ST SUITE 900SAN FRANCISCOCA94104NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$5,000
VISITING NURSE SOCIETY
3300 HENRY AVE STE 500PHILADELPHIAPA19129NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
WALSH PARK FOUNDATION
PO BOX 684FISHERS ISLANDNY06390NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$1,000
WILD MONTANA
80 SOUTH WARRENHELENAMT59601NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$250
WORLD WOLDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$100
WQXR
160 VARICK STREET FLOOR 9NEW YORKNY10013NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$365
YOUNG CONCERT ARTISTS
1776 BROADWAY STE 1500NEW YORKNY10019NONEPCUNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,235TotalGrantOrContriPdDurYrAmt
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$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,058ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$97,230ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$102,290ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,290TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRSM US LLPCategoryTxt
Amt$2,730Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
30 ALPHABET INC. CL A$9,028$85,138
630 ANALOG DEVICES INC$22,038$113,557
1,200 APPLE INC$18,596$198,360
1,500 DIGITAL TURBINE INC$4,986$79,590
6,000 IZEA WORLDWIDE INC$10,211$9,780
1,200 LIVEPERSONINC DEL COM$10,690$46,392
700 MICROSOFT CORP$18,270$231,413
1,908 PAN AMERN SILVER CORP$24,048$9,070
1,500 SPROTT INC REG SHS$55,955$65,325
75 SYNAPTOGENIX INC$359$699

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT OF LAW$100$0$100
BANK CHARGES$150$150$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescSECURITIES COST BASIS ADJUSTMENTDesc
Amt$207Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescBANK OVERDRAFTDesc
BOY Book Value$149BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$236$236$0
FEDERAL EXCISE TAX$196$0$0

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