GUFFEY FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GUFFEY FAMILY FOUNDATION (EIN 46-4345106)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349107302
- Schema version
- 2021v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T20:00:30-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | 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 | 464345106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUFFEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LGFO | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE GUFFEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2022-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2022-10-06 | 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 | $15,882,826 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,733 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $227,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $891,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,300,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $891,558 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Net Invst Incm | $394,116 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,135,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,513,229 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,745 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,447 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,298 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,231 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,131 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Net Invst Incm | $121,406 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,798 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $732,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $732,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $804,976 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $757,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $330,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,356,245 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $5,463 | CashEOYAmt |
| Cash EOYFMV | $5,463 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $295,982 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,087 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,000,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,000,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $312,180 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,891,779 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,840,269 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,201,096 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,188,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,210,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,882,826 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,188,011 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,210,069 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,188,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,210,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,188,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,210,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,188,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $330,229 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,807 | OtherIncreasesAmt |
| Subtotal | $15,560,047 | SubtotalAmt |
| Other Decreases | $349,978 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,210,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (186 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5879.16 ARBITRAGE FUND/THE | 2020-07-28 | 2021-02-26 | $78,487 | $79,721 | -$1,234 | -$1,234 | |
| 2419.36 ARBITRAGE FUND/THE | 2019-12-20 | 2021-06-09 | $33,000 | $32,250 | $750 | $750 | |
| 5182.79 ARBITRAGE FUND/THE | 2020-07-28 | 2021-09-23 | $69,449 | $70,279 | -$830 | -$830 | |
| 3836.41 ARBITRAGE FUND/THE | 2021-03-31 | 2021-09-23 | $51,408 | $51,485 | -$77 | -$77 | |
| 2108.22 CALAMOS MARKET NEUTRAL INCOME FUND | 2020-06-16 | 2021-06-09 | $30,000 | $28,187 | $1,813 | $1,813 | |
| 7102.27 CALAMOS MARKET NEUTRAL INCOME FUND | 2021-03-31 | 2021-09-23 | $101,847 | $100,000 | $1,847 | $1,847 | |
| 2295.66 CALAMOS MARKET NEUTRAL INCOME FUND | 2021-02-26 | 2021-09-23 | $32,920 | $32,116 | $804 | $804 | |
| 744.65 DELAWARE SMALL CAP CORE FUND | 2020-06-16 | 2021-06-09 | $24,000 | $15,794 | $8,206 | $8,206 | |
| 539.46 DELAWARE SMALL CAP CORE FUND | 2020-12-21 | 2021-09-23 | $17,376 | $14,506 | $2,870 | $2,870 | |
| 445.47 DELAWARE SMALL CAP CORE FUND | 2020-06-16 | 2021-09-23 | $14,348 | $9,448 | $4,900 | $4,900 | |
| 291.42 DELAWARE SMALL CAP CORE FUND | 2021-02-26 | 2021-09-23 | $9,386 | $8,740 | $646 | $646 | |
| 182.22 DELAWARE SMALL CAP CORE FUND | 2021-03-02 | 2021-09-23 | $5,869 | $5,509 | $360 | $360 | |
| 838.14 EATON VANCE ATL CAPITAL | 2020-12-21 | 2021-02-26 | $25,965 | $25,253 | $712 | $712 | |
| 213.36 EATON VANCE ATL CAPITAL | 2020-06-16 | 2021-02-26 | $6,610 | $5,620 | $990 | $990 | |
| 1059.64 EATON VANCE ATL CAPITAL | 2019-03-15 | 2021-06-09 | $35,000 | $24,351 | $10,649 | $10,649 | |
| 462.58 EATON VANCE ATL CAPITAL | 2021-03-02 | 2021-09-23 | $16,070 | $14,539 | $1,531 | $1,531 | |
| 109.71 EATON VANCE ATL CAPITAL | 2020-06-16 | 2021-09-23 | $3,811 | $2,890 | $921 | $921 | |
| 2514.26 EATON VANCE ATL CAPITAL | 2019-03-15 | 2021-09-23 | $87,345 | $57,778 | $29,567 | $29,567 | |
| 579.51 POLEN GROWTH FUND | 2020-12-21 | 2021-02-26 | $26,669 | $26,310 | $359 | $359 | |
| 435.31 POLEN GROWTH FUND | 2019-03-15 | 2021-02-26 | $20,033 | $12,641 | $7,392 | $7,392 | |
| 702.81 POLEN GROWTH FUND | 2019-03-15 | 2021-06-09 | $35,000 | $20,410 | $14,590 | $14,590 | |
| 2893.08 POLEN GROWTH FUND | 2019-03-15 | 2021-09-23 | $164,066 | $84,015 | $80,051 | $80,051 | |
| 227.59 POLEN GROWTH FUND | 2021-03-02 | 2021-09-23 | $12,907 | $10,608 | $2,299 | $2,299 | |
| 709.44 GATEWAY FUND | 2020-12-21 | 2021-02-26 | $26,299 | $25,972 | $327 | $327 | |
| 3379.84 GATEWAY FUND | 2020-07-28 | 2021-02-26 | $125,291 | $115,489 | $9,802 | $9,802 | |
| 872.24 GATEWAY FUND | 2015-10-09 | 2021-06-09 | $34,000 | $25,757 | $8,243 | $8,243 | |
| 2642.01 GATEWAY FUND | 2021-03-31 | 2021-09-23 | $105,258 | $100,000 | $5,258 | $5,258 | |
| 1009.98 GATEWAY FUND | 2020-07-28 | 2021-09-23 | $40,238 | $34,511 | $5,727 | $5,727 | |
| 317.28 GATEWAY FUND | 2018-12-20 | 2021-09-23 | $12,640 | $10,565 | $2,075 | $2,075 | |
| 5000. INVESCO FINANCIAL PREFERRED ETF | 2020-04-30 | 2021-03-31 | $94,250 | $90,050 | $4,200 | $4,200 | |
| 1535. INVESCO FINANCIAL PREFERRED ETF | 2020-12-21 | 2021-09-23 | $29,364 | $29,510 | -$146 | -$146 | |
| 1186. INVESCO FINANCIAL PREFERRED ETF | 2021-03-02 | 2021-09-23 | $22,688 | $21,961 | $727 | $727 | |
| 11904.76 LORD ABBETT BOND-DEBENTURE FUND INC | 2020-06-16 | 2021-03-31 | $100,000 | $92,738 | $7,262 | $7,262 | |
| 4823.53 LORD ABBETT BOND-DEBENTURE FUND INC | 2020-06-16 | 2021-06-09 | $41,000 | $37,575 | $3,425 | $3,425 | |
| 339.18 MFS INTERNATIONAL VALUE FUND | 2020-12-11 | 2021-02-26 | $17,759 | $17,963 | -$204 | -$204 | |
| 99. MFS INTERNATIONAL VALUE FUND | 2017-12-19 | 2021-06-09 | $5,691 | $5,691 | $5,691 | ||
| 4.17 MFS INTERNATIONAL VALUE FUND | 2020-12-11 | 2021-06-09 | $240 | $221 | $19 | $19 | |
| 176.06 MFS INTERNATIONAL VALUE FUND | 2020-12-11 | 2021-06-09 | $10,120 | $9,324 | $796 | $796 | |
| 106.47 MFS INTERNATIONAL VALUE FUND | 2020-04-24 | 2021-06-09 | $6,120 | $6,120 | $6,120 | ||
| .35 MFS INTERNATIONAL VALUE FUND | 2017-12-19 | 2021-06-09 | $20 | $20 | $20 | ||
| 222.86 MFS INTERNATIONAL VALUE FUND | 2012-12-19 | 2021-06-09 | $12,810 | $6,298 | $6,512 | $6,512 | |
| 855.21 MFS INTERNATIONAL VALUE FUND | 2012-12-19 | 2021-09-23 | $50,988 | $24,168 | $26,820 | $26,820 | |
| 382.72 MFS INTERNATIONAL VALUE FUND | 2020-04-30 | 2021-09-23 | $22,817 | $16,939 | $5,878 | $5,878 | |
| 421.18 MFS INTERNATIONAL VALUE FUND | 2021-03-02 | 2021-09-23 | $25,110 | $22,390 | $2,720 | $2,720 | |
| 484.44 MFS INTERNATIONAL VALUE FUND | 2020-12-21 | 2021-09-23 | $28,883 | $25,855 | $3,028 | $3,028 | |
| 10193.68 MAINSTAY SHORT DURATION | 2020-06-09 | 2021-03-31 | $100,000 | $96,319 | $3,681 | $3,681 | |
| 4238.14 MAINSTAY SHORT DURATION | 2020-06-09 | 2021-06-09 | $42,000 | $40,043 | $1,957 | $1,957 | |
| 893.22 NEUBERGER BERMAN EMERG | 2020-06-16 | 2021-06-09 | $22,000 | $16,310 | $5,690 | $5,690 | |
| 249.93 RIVERNORTH DOUBLE LINE | 2020-07-31 | 2021-04-01 | $2,602 | $2,540 | $62 | $62 | |
| 4083.05 RIVERNORTH DOUBLE LINE | 2016-12-29 | 2021-04-01 | $42,505 | $42,573 | -$68 | -$68 | |
| 1. RIVERNORTH DOUBLE LINE | 2016-11-30 | 2021-04-01 | $10 | $10 | |||
| 258.03 RIVERNORTH DOUBLE LINE | 2020-10-30 | 2021-04-01 | $2,686 | $2,624 | $62 | $62 | |
| 247.93 RIVERNORTH DOUBLE LINE | 2020-08-31 | 2021-04-01 | $2,581 | $2,533 | $48 | $48 | |
| 1. RIVERNORTH DOUBLE LINE | 2016-03-31 | 2021-04-01 | $10 | $10 | |||
| 720. RIVERNORTH DOUBLE LINE | 2016-11-30 | 2021-04-01 | $7,495 | $7,471 | $24 | $24 | |
| 623. RIVERNORTH DOUBLE LINE | 2016-11-29 | 2021-04-01 | $6,485 | $6,477 | $8 | $8 | |
| 57. RIVERNORTH DOUBLE LINE | 2016-11-23 | 2021-04-01 | $593 | $594 | -$1 | -$1 | |
| .64 RIVERNORTH DOUBLE LINE | 2016-03-24 | 2021-04-01 | $7 | $7 | |||
| 246.5 RIVERNORTH DOUBLE LINE | 2016-03-24 | 2021-04-01 | $2,566 | $2,514 | $52 | $52 | |
| 1267. RIVERNORTH DOUBLE LINE | 2016-11-23 | 2021-04-01 | $13,189 | $13,198 | -$9 | -$9 | |
| 1. RIVERNORTH DOUBLE LINE | 2016-06-30 | 2021-04-01 | $10 | $10 | |||
| 301.43 RIVERNORTH DOUBLE LINE | 2020-09-30 | 2021-04-01 | $3,138 | $3,075 | $63 | $63 | |
| 1. RIVERNORTH DOUBLE LINE | 2016-11-23 | 2021-04-01 | $10 | $10 | |||
| 270.5 RIVERNORTH DOUBLE LINE | 2020-11-30 | 2021-04-01 | $2,816 | $2,808 | $8 | $8 | |
| 367.99 RIVERNORTH DOUBLE LINE | 2021-01-29 | 2021-04-01 | $3,831 | $3,864 | -$33 | -$33 | |
| 186.28 RIVERNORTH DOUBLE LINE | 2021-02-26 | 2021-04-01 | $1,939 | $1,943 | -$4 | -$4 | |
| 484.52 RIVERNORTH DOUBLE LINE | 2021-03-31 | 2021-04-01 | $5,044 | $5,044 | |||
| 238.33 RIVERNORTH DOUBLE LINE | 2020-12-21 | 2021-04-01 | $2,481 | $2,488 | -$7 | -$7 | |
| 264.44 RIVERNORTH DOUBLE LINE | 2021-05-28 | 2021-06-09 | $2,792 | $2,779 | $13 | $13 | |
| 240.16 RIVERNORTH DOUBLE LINE | 2021-04-30 | 2021-06-09 | $2,536 | $2,512 | $24 | $24 | |
| 484.52 RIVERNORTH DOUBLE LINE | 2021-04-01 | 2021-06-09 | $5,117 | $5,117 | $5,117 | ||
| 2988.16 RIVERNORTH DOUBLE LINE | 2016-12-29 | 2021-06-09 | $31,555 | $31,157 | $398 | $398 | |
| 114. VANGUARD DIVIDEND APPRECIATION ETF | 2020-12-21 | 2021-02-26 | $15,911 | $15,834 | $77 | $77 | |
| 949. VANGUARD DIVIDEND APPRECIATION ETF | 2016-12-29 | 2021-09-23 | $149,125 | $81,121 | $68,004 | $68,004 | |
| 98. VANGUARD DIVIDEND APPRECIATION ETF | 2020-12-21 | 2021-09-23 | $15,400 | $13,611 | $1,789 | $1,789 | |
| 120. VANGUARD DIVIDEND APPRECIATION ETF | 2021-03-02 | 2021-09-23 | $18,857 | $16,984 | $1,873 | $1,873 | |
| 456. VANGUARD FTSE DEVELOPED MARKETS ETF | 2020-12-21 | 2021-02-26 | $21,945 | $21,097 | $848 | $848 | |
| 245. VANGUARD FTSE DEVELOPED MARKETS ETF | 2016-12-29 | 2021-02-26 | $11,791 | $8,930 | $2,861 | $2,861 | |
| 221. VANGUARD FTSE DEVELOPED MARKETS ETF | 2021-03-02 | 2021-09-23 | $11,556 | $10,812 | $744 | $744 | |
| 1787. VANGUARD FTSE DEVELOPED MARKETS ETF | 2016-12-29 | 2021-09-23 | $93,442 | $65,134 | $28,308 | $28,308 | |
| 78. VANGUARD INFORMATION TECHNOLOGY ETF | 2020-04-30 | 2021-02-26 | $27,922 | $18,866 | $9,056 | $9,056 | |
| 32. VANGUARD INFORMATION TECHNOLOGY ETF | 2020-06-16 | 2021-02-26 | $11,455 | $8,737 | $2,718 | $2,718 | |
| 52. VANGUARD INFORMATION TECHNOLOGY ETF | 2020-12-21 | 2021-02-26 | $18,614 | $18,148 | $466 | $466 | |
| 28. VANGUARD INFORMATION TECHNOLOGY ETF | 2021-03-02 | 2021-09-23 | $11,739 | $10,164 | $1,575 | $1,575 | |
| 269. VANGUARD INFORMATION TECHNOLOGY ETF | 2020-04-30 | 2021-09-23 | $112,775 | $65,063 | $47,712 | $47,712 | |
| 306. VANGUARD TOTAL STOCK MARKET ETF | 2019-03-15 | 2021-02-26 | $61,403 | $44,289 | $17,114 | $17,114 | |
| 226. VANGUARD TOTAL STOCK MARKET ETF | 2020-12-21 | 2021-02-26 | $45,350 | $43,519 | $1,831 | $1,831 | |
| 246. VANGUARD TOTAL STOCK MARKET ETF | 2018-01-02 | 2021-09-23 | $56,196 | $33,938 | $22,258 | $22,258 | |
| 106. VANGUARD TOTAL STOCK MARKET ETF | 2021-03-02 | 2021-09-23 | $24,215 | $21,609 | $2,606 | $2,606 | |
| 299. VANGUARD TOTAL STOCK MARKET ETF | 2019-03-15 | 2021-09-23 | $68,303 | $43,276 | $25,027 | $25,027 | |
| 543. VANGUARD TOTAL STOCK MARKET ETF | 2016-12-29 | 2021-09-23 | $124,042 | $62,813 | $61,229 | $61,229 | |
| . ARCADIA BMC INVESTORS | 2018-10-22 | 2021-12-31 | $258,454 | $55,551 | $202,903 | $202,903 | |
| 1. TELAMON CAPITAL FUND LP | 2017-03-24 | 2021-12-31 | $20,653 | $20,653 | |||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P | |||||
| CAPITAL GAIN DIVIDENDS | $102,058 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $891,558 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,852 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,995 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $26,255 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $31,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $55 | EsPenaltyAmt |
| Overpayment | $12,343 | OverpaymentAmt |
| Applied To ES Tax | $9,426 | AppliedToESTaxAmt |
| Refund | $2,917 | RefundAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LAWRENCE HALL GUFFEY | ||||||
| 62 BEACH STREET PHA | NEW YORK | NY | 10013 | DIRECTOR/PRESIDENT | 0 | $0 |
| LUCY MACKILLIGIN GUFFEY | ||||||
| 62 BEACH STREET PHA | NEW YORK | NY | 10013 | DIRECTOR/PRESIDENT | 0 | $0 |
| HAMISH BURT | ||||||
| 860 WASHINGTON ST 6TH FL | NEW YORK | NY | 10014 | DIRECTOR | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,199,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $379,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,578,748 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,578,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,330,067 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $816,503 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $816,503 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,852 | TotalTaxAmt |
| Distributable Before Adj | $797,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $797,651 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $797,651 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $757,298 | 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 | $757,298 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $797,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $374,458 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $757,298 | QualifyingDistributionsAmt |
| Applied To Year1 | $374,458 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $382,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $414,811 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWERENCE HALL GUFFEY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDRENS' MUSEUM OF THE EAST END | |||||||
| PO BOX 316 | BRIDGEHAMPTON | NY | 119320316 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| NEW YORK - PRESBYTERIAN FUND INC | |||||||
| 525 E 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | UNRESTRICTED GENERAL | $70,000 |
| PARIS REVIEW FOUNDATION INC | |||||||
| 62 WHITE STREET 4TH FLOOR | NEW YORK | NY | 100015537 | N/A | PC | UNRESTRICTED GENERAL | $189,000 |
| LUNG CANCER RESEARCH FDN | |||||||
| 155 E 55TH STREET SUITE 6H | NEW YORK | NY | 10022 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| METANOIA | |||||||
| 2005 REYNOLDS AVENUE | NORTH CHARLESTON | SC | 29405 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| INTERNATIONAL AFRICAN AMERICAN MUSEUM | |||||||
| 10 WHARFSIDE STREET | CHARLESTON | SC | 294011596 | N/A | PC | UNRESTRICTED GENERAL | $250,000 |
| MARDY FISH CHILDREN'S FOUNDATION INC | |||||||
| PO BOX 648158 | VERO BEACH | FL | 329648158 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| THE GO PROJECT INC | |||||||
| 50 COOPER SQUARE | NEW YORK | NY | 10003 | N/A | PC | UNRESTRICTED GENERAL | $15,000 |
| NAVY SEAL FOUNDATION INC | |||||||
| PO BOX 5965 | VIRGINIA BEACH | VA | 234710965 | N/A | PC | UNRESTRICTED GENERAL | $50,000 |
| PORTER-GAUD FOUNDATION | |||||||
| 300 ALBEMARLE ROAD | CHARLESTON | SC | 294077524 | N/A | PC | UNRESTRICTED GENERAL | $30,000 |
| GOOD FRIENDS OF THE LOWCOUNTRY | |||||||
| 164 MARKET STREET | CHARLESTON | SC | 294016948 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| ASHLEY HALL FOUNDATION | |||||||
| 172 RUTLEDGE AVENUE | CHARLESTON | SC | 294035821 | N/A | PC | UNRESTRICTED GENERAL | $20,000 |
| CLEVELAND CLINIC - INDIAN RIVER HOSP FDN | |||||||
| 1000 36TH STREET | VERO BEACH | FL | 32960 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| PRINCES' TRUST AMERICA | |||||||
| 45 W 27TH STREET FLOOR 11 | NEW YORK | NY | 10001 | N/A | PC | UNRESTRICTED GENERAL | $50,000 |
| HORIZONS NEW YORK CITY | |||||||
| 326 STATE STREET | BROOKLYN | NY | 112015884 | N/A | PC | UNRESTRICTED GENERAL | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $732,500 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,914 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $891,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $1,119,472 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,119,472 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | L H GUFFY 2015 CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1501 | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,733 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| R3331D106 NET1 INTL HLDG AS | ||
| R0028G103 ICE GROUP AS | $3,000,250 | $312,180 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 921908844 VANGUARD DIVIDEND AP | AT COST | $354,758 | $762,055 |
| 76881N202 RIVERNORTH DOUBLE LI | AT COST | $876,577 | $912,606 |
| 367829884 GATEWAY FUND | AT COST | $494,131 | $612,943 |
| 922908769 VANGUARD TOTAL STOCK | AT COST | $485,508 | $1,053,403 |
| 55273E822 MFS INTERNATIONAL VA | AT COST | $324,602 | $605,792 |
| 921943858 VANGUARD FTSE DEVELO | AT COST | $343,802 | $488,848 |
| 6AQH70000 DIAMETER ONSHORE FUN | AT COST | $2,500,000 | $3,851,809 |
| 6AQK70000 TELAMON CAPITAL FUND | AT COST | $500,000 | $4,532 |
| 6AQO40000 ARCADIA BMC INVESTOR | |||
| 360873657 POLEN GROWTH FUND | AT COST | $309,233 | $580,557 |
| 277902458 EATON VANCE ATL CAPI | AT COST | $398,381 | $576,422 |
| 03875R205 ARBITRAGE FUND/THE | AT COST | $593,370 | $591,433 |
| 46137V621 INVESCO FINANCIAL PR | AT COST | $772,997 | $805,063 |
| 544004609 LORD ABBETT BOND-DEB | AT COST | $849,350 | $879,930 |
| 128119880 CALAMOS MARKET NEUTR | AT COST | $565,129 | $603,925 |
| 641224415 NEUBERGER BERMAN EME | AT COST | $327,617 | $382,697 |
| 92204A702 VANGUARD INFORMATION | AT COST | $230,018 | $435,720 |
| 56064B738 MAINSTAY SHORT DURAT | AT COST | $869,776 | $890,895 |
| 24610B859 DELAWARE SMALL CAP C | AT COST | $265,636 | $391,879 |
| 6ASA40000 OTHER ASSET | AT COST | $779,384 | $770,587 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST ADJUSTMENT | $969 |
| PARTNERSHIP SALES ADJUSTMENT | $349,009 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PARTNERSHIP/S-CORP | Desc |
| Net Investment Income | $121,406 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PARTNERSHIP/S-CORP | Desc |
| Net Investment Income | $394,116 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Amt | $41,807 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $55,745 | Amt |
| Net Investment Income | $33,447 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,298 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | L H GUFFY 2015 CLAT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1501 | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,708 | $1,708 | $0 |
| EXCISE TAX - PRIOR YEAR | $9,000 | $0 | $0 |
| EXCISE TAX ESTIMATES | $3,100 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $97 | $97 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $326 | $326 | $0 |
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