PATOCS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PATOCS FOUNDATION (EIN 52-2067644)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202233149349101203
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T07:04:42-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1775 Tysons Boulevard | AddressLine1Txt |
| City | Tysons | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | 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 | 522067644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The PATOCS Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % M SCOT KAUFMAN | InCareOfNm |
| Business Name Control | PATO | BusinessNameControlTxt |
| Phone | 3025308947 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2158 | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341462158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MSCOT KAUFMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3025308947 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MSCOT | PersonFirstNm |
| Person Last | KAUFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Arjun Mahajan | PreparerPersonNm |
| PTIN | P01699464 | PTIN |
| Phone | 7037471000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $7,993,238 | 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 | $40,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $297,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $297,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $194,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $546,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,381 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $532,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $493,817 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,090 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,090 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,045 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $545,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $545,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $556,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $548,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $485,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $335,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,270 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,060,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,515,074 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,576,914 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $482,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $232,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $316,054 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,877,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,847,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,993,238 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $250,009 | GrantsPayableBOYAmt |
| Grants Payable EOY | $86,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $250,009 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $86,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,627,983 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,761,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,627,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,761,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,877,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,847,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,627,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $157,671 | OtherIncreasesAmt |
| Subtotal | $5,761,503 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,761,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (ST) | P | $100,000 | $101,577 | -$1,577 | |
| HEDGE FUND SELECT: RIDGE LTD | P | $177,897 | $250,000 | -$72,103 | -$72,103 |
| CAPITAL GAIN DIVIDENDS | P | $268,484 | |||
| CAPITAL GAIN DIVIDENDS | P | $268,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,381 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,751 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,751 | SubtotalAmt |
| Tax Based On Investment Income | $6,751 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,049 | OverpaymentAmt |
| Applied To ES Tax | $3,049 | 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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M SCOT KAUFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3025308947 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 2158 | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341462158 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA D KAUFMAN | ||||||||
| PO Box 2158 | Marco Island | FL | 341462158 | VP & SECY | 0 | $0 | $0 | $0 |
| M Scot Kaufman | ||||||||
| PO Box 2158 | Marco Island | FL | 341462158 | President | 0 | $0 | $0 | $0 |
| Scot P Kaufman | ||||||||
| 309 North Heron Gull Court | Ocean City | MD | 21842 | Executive Director | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
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 | $7,279,946 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $465,328 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,847,796 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,847,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,730,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $386,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $386,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,751 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,751 | TotalTaxAmt |
| Distributable Before Adj | $379,753 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $379,753 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $379,753 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $548,257 | 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 | $548,257 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $379,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,824 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $548,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,824 | AppliedToYear1Amt |
| Applied To Current Year | $379,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,680 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,680 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $129,680 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $129,680 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | M SCOT KAUFMAN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| THE HIGHLANDS SCHOOL | ||||||||
| 54-0699812 | 597 BROADVIEW AVENUE | WARRENTON | VA | 20186 | NONE | PC | Support academic programs to develop skills for students. | $1,000 |
| UPPER CHESAPEAKE HEALTH SYSTEM FOUNDATION | ||||||||
| 52-1398513 | 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | NONE | SO III FI | Support programs for the expansion and improvement of healthcare services to support the upper Chesapeake region | $175,000 |
| MARCO ISLAND CENTER FOR THE ARTS | ||||||||
| 56-2369512 | 1010 WINTERBERRY DRIVE | MARCO ISLAND | FL | 34145 | NONE | PC | Promote literary, visual, and performing arts on Marco Island. | $11,000 |
| ARTIS - NAPLES | ||||||||
| 59-2322926 | 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PC | Provide support to presentation of visual and performing arts within the Naples community | $2,500 |
| WORCESTER PREP SCHOOL | ||||||||
| 52-0903685 | 508 S Main St Berlin MD | Berlin | MD | 21811 | NONE | PC | Provide support to institution providing elementary and secondary education to students | $31,367 |
| NCH CENTER FOR PHILANTHROPY | ||||||||
| 59-2314655 | 350 7th Street North | Naples | FL | 34102 | PC | Support services to provide high quality and comprehensive care through a premier healthcare system | $50,000 | |
| OUR DAILY BREAD FOOD PANTRY | ||||||||
| 47-5471193 | PO Box 875 | Wiggins | MS | 39577 | PC | Help emergency food needs of people of Stone County. | $125,000 | |
| ISLAND COUNTRY CLUB CHARITABLE FOUNDATION | ||||||||
| 59-3618210 | 500 Nassau Rd | Marco Island | FL | 34145 | PC | Provide support for charities in and around Marco Island | $300 | |
| THE JOY OF GIVING INC | ||||||||
| 59-3683777 | 317 Nassau Ct | Marco Island | FL | 34145 | PC | Provide Christmas gifts in the form of clothing and toys for underprivileged children. | $10,000 | |
| FOOD BANK OF DELAWARE | ||||||||
| 51-0258984 | 222 LAKE DRIVE | NEWARK | DE | 19702 | PC | Provide support for emergency food needs of people in Delaware | $14,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 36-2971864 | 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | Provide support for emergency food needs of people in Chicago | $55,000 | |
| Friends of Rookery Bay Inc | ||||||||
| 65-0094703 | 300 Tower Road | Naples | FL | 34113 | NONE | PC | Support needed environmental education, research and stewardship of the 110,000-acre Rookery Bay Reserve | $2,500 |
| RAYMOND A WOOD FOUNDATION INC | ||||||||
| 81-4548646 | 12417 Ocean Gateway Suite B11 10 | Ocean City | MD | 21842 | NONE | PC | Empower hypothalamic-pituitary brain tumor survivors for improved quality of life by providing access to education, technology, and evolving treatments. | $10,000 |
| UNITED CHURCH OF MARCO ISLAND | ||||||||
| 320 NORTH BARFIELD DRIVE | MARCO ISLAND | FL | 34145 | NONE | PC | Provide support to the mission of the church | $57,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $545,167 | 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 | $297,436 | 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 | $194,805 | 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 | $492,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $492,241 | 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 | M Scot Kaufman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2158 | AddressLine1Txt |
| City | MARCO ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341462158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EY TAX PREP FEES | CategoryTxt |
| Amt | $6,180 | Amt |
| Net Investment Income | $3,090 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,090 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS INVESTMENT GRADE CREDIT FD | $1,244,168 | $1,356,081 |
| GS HIGH YIELD INSTL MUTUAL FD | $268,281 | $272,382 |
| GS ENHANCED DIVIDEND GLOBAL EQ | $4,002,625 | $5,948,451 |
| GS HIGH YEILD FLOATING RATE FD |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS HEDGE FUND SELECT RIDGE LTD | $0 | $0 |
| GS HEDGE FUND SELECT TUDOR BVI | $232,159 | $316,054 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUE UP FOR PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $157,671 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $5,045 | $5,045 |
| ESTIMATED TAX PAYMENT | ||
| INTEREST AND PENALTIES |