ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION (EIN 13-3566723)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202241369349103709
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T11:58:15-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Third Avenue 3rd Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133566723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT & BETHANY MILLARD CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O Graypoint LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BDO USA LLP | InCareOfNm |
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 2125761400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | attn joe mitchell 4 tower place | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MILLARD | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2125761400 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | MILLARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary Duboff | PreparerPersonNm |
| PTIN | P00481803 | PTIN |
| Phone | 2125761400 | PhoneNum |
| Preparation | 2022-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,383,618 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,908,947 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $364,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $364,695 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $3,273,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $364,739 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,960 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,480 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,730 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,233,199 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,233,199 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,273,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,241,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,000,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $358,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $365,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $206,580 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $206,580 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,061,982 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $312,036 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $312,036 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,288,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,197,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,863,980 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $153,376 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $153,376 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,022 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,868,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,869,090 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,383,618 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,868,813 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,869,090 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,868,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,869,090 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,868,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,869,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,868,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,000,277 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,869,090 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,869,090 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,980 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,980 | SubtotalAmt |
| Tax Based On Investment Income | $4,980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,688 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $16,688 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,708 | OverpaymentAmt |
| Applied To ES Tax | $11,708 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125761400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 third avenue 3rd fl | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT B MILLARD | |||||||||
| 4 TOWER PLACE | C/O GRAYPOINT | ALBANY | NY | 12203 | OFFICER | 10.0 | $0 | $0 | $0 |
| BETHANY MILLARD | |||||||||
| 4 TOWER PLACE | C/O GRAYPOINT | ALBANY | NY | 12203 | OFFICER | 25.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,737,682 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $847,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,585,159 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,585,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $398,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,186,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,309,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,309,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,980 | TotalTaxAmt |
| Distributable Before Adj | $1,304,339 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,304,339 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,304,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,241,929 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,241,929 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,304,339 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,549,055 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,636,927 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,914,456 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,826 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,203,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,241,929 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,241,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $62,410 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $62,410 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,140,854 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,486,645 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,654,209 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,636,927 | ExcessFromYear4Amt |
| Excess From Year2 | $2,914,456 | ExcessFromYear2Amt |
| Excess From Year1 | $102,826 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT B MILLARD | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Academy Arts & S | ||||||
| 136 IRVING ST | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE CONTRIBUTION | $15,000 |
| Central Park Conservancy | ||||||
| 14 E 60th St | New York | NY | 10022 | NONE | CHARITABLE CONTRIBUTION | $25,000 |
| Compassion & Choices | ||||||
| 244 5th Avenue Apt 2010 | New York | NY | 10001 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| Council on Foreign Relation | ||||||
| 58 East 68th Street | NEW YORK | NY | 10065 | NONE | CHARITABLE CONTRIBUTION | $25,750 |
| Delta Phi Epsilon | ||||||
| 251 S Camac Street | Philadelphia | PA | 19107 | NONE | CHARITABLE CONTRIBUTION | $274 |
| Fountain House | ||||||
| 425 West 47th Street | NEW YORK | NY | 10036 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| The Frick Collection | ||||||
| 1 E 70th Street | NEW YORK | NY | 10021 | NONE | CHARITABLE CONTRIBUTION | $300 |
| Friends of MVY Radio Inc | ||||||
| 121 Carrolls Way | Vineyard Haven | MA | 02568 | NONE | CHARITABLE CONTRIBUTION | $5,000 |
| American Association for the Advancement of Sci | ||||||
| 1200 New York Ave NW | Washington | DC | 20005 | NONE | CHARITABLE CONTRIBUTION | $100,000 |
| American Museum of Natural History | ||||||
| 79th Street | New York | NY | 10024 | NONE | CHARITABLE CONTRIBUTION | $105,000 |
| Brazil Foundation | ||||||
| 216 East 45th Street 1204 | New York | NY | 10017 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| Carnegie Hill Neighborhood | ||||||
| 170 East 91st Street | New York | NY | 10128 | NONE | CHARITABLE CONTRIBUTION | $1,500 |
| Dolphins Challenge Cancer | ||||||
| 347 Don Shula Drive | Miami Garden | FL | 33056 | NONE | CHARITABLE CONTRIBUTION | $500 |
| Florida International University Foundation | ||||||
| 11200 SW 8th Street | Miami | FL | 33199 | NONE | CHARITABLE CONTRIBUTION | $350,000 |
| Fox Island environmental education center | ||||||
| 1 Fox Island | Great Fox Island | VA | 98333 | NONE | CHARITABLE CONTRIBUTION | $500 |
| Friends of WLRN | ||||||
| PO Box 01-9731 | Miami | FL | 33101 | NONE | CHARITABLE CONTRIBUTION | $1,500 |
| From the Top Inc | ||||||
| 295 Huntington Ave Suite 201 | Boston | MA | 02115 | NONE | CHARITABLE CONTRIBUTION | $5,000 |
| Gallop NYC | ||||||
| 540 President Street 3rd Floor | Brooklyn | NY | 11215 | NONE | CHARITABLE CONTRIBUTION | $5,000 |
| Grand Central Atelier | ||||||
| 46-06 11th Street | Long Island | NY | 11101 | NONE | CHARTIRABLE CONTRIBUTION | $25,000 |
| Green Schools Alliance | ||||||
| 590 Madison Ave 20th Floor | New York | NY | 10022 | NONE | CHARITABLE CONTRIBUTION | $5,000 |
| Kaufman Center | ||||||
| 129 West 67th Street | New York | NY | 10023 | NONE | CHARITABLE CONTRIBUTION | $273,500 |
| Marthas Vineyard Film Society Inc | ||||||
| PO Box 4423 | Vineyard Haven | MA | 02568 | NONE | CHARITABLE CONTRIBUTION | $5,000 |
| Marthas Vineyard Preservation Trust | ||||||
| 99 Main Street | Edgartown | MA | 02539 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| Metropolitan Museum of Art | ||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| Metropolitan Opera House | ||||||
| 30 Lincoln Center Plaza | New York | NY | 10023 | NONE | CHARITABLE CONTRIBUTION | $5,500 |
| Montgomery Botanical Center | ||||||
| 1010 Forest Avenue | Montgomery | AL | 36106 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| National Park Foundation | ||||||
| 1500 K Street Suite 700 | Washington | DC | 20005 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| National Tropical Botanical Garden | ||||||
| 4013 Douglas Road | Coconut Grove | FL | 33133 | NONE | CHARITABLE CONTRIBUTION | $55,000 |
| Neue Galerie | ||||||
| 1048 5th Avenue | New York | NY | 10014 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| New Visions for Public Schools | ||||||
| 320 W 13th Street 6 | NEW YORK | NY | 10014 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| New York Public Radio | ||||||
| 160 Varick Street | New York | NY | 10013 | NONE | CHARITABLE CONTRIBUTION | $125,000 |
| New York Stem Cell Foundation | ||||||
| 619 W 54th Street | NEW YORK | NY | 10019 | NONE | CHARITABLE CONTRIBUTION | $5,150 |
| NY Botanical Garden | ||||||
| 2900 Southern Boulevard | New York | NY | 10458 | NONE | CHARITABLE CONTRIBUTION | $25,000 |
| Supplies for Success | ||||||
| 596 Crescent Boulevard | Glen Elyn | IL | 60137 | NONE | CHARITABLE CONTRIBUTION | $500 |
| The New 42nd Street | ||||||
| 229 W 42nd Street | New York | NY | 10036 | NONE | CHARITABLE CONTRIBUTION | $10,225 |
| The Trustees | ||||||
| 200 High Street | Boston | MA | 02110 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| Vinalhaven Historical Society | ||||||
| 410 W 59th Street | Vinalhaven | ME | 04863 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| Vinalhaven Land Trust | ||||||
| 12 Skoog Park Road | Vinalhaven | ME | 04863 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| Vladimir & Haewon Feltsman Piano Foundation | ||||||
| 18 Hawk Hill Road | New Paltz | NY | 12561 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,233,199 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $364,695 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $364,739 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $364,739 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Robert Millard | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/P GRAYPOINT 4 TOWER PLACE | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,908,947 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 10 | ContributorNum |
| Noncash Property | 16,033 Shares of Analog Devices, Inc. | NoncashPropertyDesc |
| Fair Market Value | $2,908,947 | FairMarketValueAmt |
| Received | 2021-12-13 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11 SHS WEATHERFORD INTL | $24,707 | $305 |
| 82,608 SHS L3 HARRIS TECHNOLOG | $251,311 | $17,615,330 |
| 26,033 SHS ANALOG DEVICES INC | $3,328,847 | $4,575,820 |
| 2,000 shs amazon.com inc | $581,163 | $6,668,680 |
| 359 SHS TIDEWATER INC. | $4,011,070 | $3,845 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $312,036 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $312,036 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 132 WARRANTS WEATHERFORD INTER | AT COST | $153,376 | $66 |
| 3,541 TIDEWATER WARRANTS | AT COST | $956 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $2,250 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $25,000 | Amt |
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