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FORREST C AND FRANCES H LATTNER FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FORREST C AND FRANCES H LATTNER FOUNDATION INC (EIN 20-3106502)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202243189349104444
Schema version
2021v4.2
Note
A later return for the same period supersedes this one.
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T14:24:29-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383635706PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 UNIVERSITY BLVD STE 215AddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33458ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203106502EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORREST C & FRANCES HBusinessNameLine1Txt
Business Name Line2LATTNER FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFORRBusinessNameControlTxt
Phone5612669494PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14416 SPEAR STAddressLine1Txt
CitySHELBURNECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05482ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID HOLLENBECKPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5612669494PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastHOLLENBECKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN A DYTRYCH CPAPreparerPersonNm
PTINP00294232PTIN
Phone5616941040PhoneNum
Preparation2022-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$74,460,604FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$151,022InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$151,022InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$398,373DividendsRevAndExpnssAmt
Dividends Net Invst Incm$398,373DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,375,816NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$31,106,244GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,375,816CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$53,535OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$53,535OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,978,746TotalRevAndExpnssAmt
Total Net Invst Incm$1,978,746TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$414,668CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$82,933CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$331,735CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$121,825OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$30,456OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$91,369OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,468LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,617LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,851LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$30,123AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,531AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$22,592AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$27,043TaxesRevAndExpnssAmt
Taxes Net Invst Incm$16,423TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$7,020TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$8,639DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$16,397OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$4,099OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$12,298OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$176,672OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$44,165OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$132,505OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$801,835TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$187,224TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$602,370TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,413,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,413,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,214,835TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$187,224TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,015,370TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,236,089ExcessRevenueOverExpensesAmt
Net Investment Income$1,791,522NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,779,942SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,004,930SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,004,930SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$20,991AcctRcvblBOYAmt
Prepaid Expenses BOY$46,641PrepaidExpensesBOYAmt
Other Investments BOY$37,105,061OtherInvestmentsBOYAmt
Other Investments EOY$33,720,255OtherInvestmentsEOYAmt
Other Investments EOYFMV$51,358,416OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$159,792LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$63,034LandBldgEquipAccumDeprecAmt
Land BOY$105,397LandBOYAmt
Land EOY$96,758LandEOYAmt
Land EOYFMV$96,758LandEOYFMVAmt
Other Assets BOY$500OtherAssetsBOYAmt
Other Assets EOY$500OtherAssetsEOYAmt
Other Assets EOYFMV$500OtherAssetsEOYFMVAmt
Total Assets BOY$58,058,532TotalAssetsBOYAmt
Total Assets EOY$56,822,443TotalAssetsEOYAmt
Total Assets EOYFMV$74,460,604TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$58,058,532RetainedEarningBOYAmt
Retained Earning EOY$56,822,443RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$58,058,532TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,822,443TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$58,058,532TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,822,443TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$58,058,532TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,236,089ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$56,822,443SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$56,822,443TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB #9163P$643,967$504,810$139,157$139,157
SCHWAB #4720P$6,081,000$6,081,000$0$0
SCHWAB #4720P$12,983,851$12,531,960$451,891$451,891
SCHWAB #4720P$4,412,939$4,038,659$374,280$374,280
NORTHERN TRUST #8643P$3,542,245$3,544,106-$1,861-$1,861
US BANK #1215P$3,028,942$3,011,029$17,913$17,913
DAVIDSON KEMPNER INSTIT PTNRS LPP$104,492$104,492$104,492
PARK ST CAP NAT RES FD IIIP$42-$42-$42
PARK ST CAP PRIV EQ FD VIIIP$275-$275-$275
DAVIDSON KEMPNER INSTIT PTNRS LPP$70,267$70,267$70,267
MREP IV-A LPP$2,008$2,008$2,008
MREP V LPP$2,661$2,661$2,661
MREP VI LPP$8,180$8,180$8,180
PARK ST CAP NAT RES FD IIIP$13,140-$13,140-$13,140
PARK ST CAP PRIV EQ FD VIIP$5,407-$5,407-$5,407
PARK ST CAP PRIV EQ FD VIIIP$130,974$130,974$130,974
PBF LOGISTICSP$69$69$69
CAPITAL GAINS DIVIDENDSP$94,649$94,649$94,649
FieldValueIRS element (for citing)
Capital Gain Net Income$1,375,816CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,902InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,902SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,902TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$21,302TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID W HOLLENBECKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5612669494PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14416 SPEAR STAddressLine1Txt
CitySHELBURNECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05482ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DREW H HOLLENBECK
74 AIRPORT RD UNIT 108WESTERLYRI02891TRUSTEE10.00$126,899$0$0
DAVID W HOLLENBECK
4416 SPEAR STREETSHELBURNEVT05482CHAIRMAN10.00$149,362$0$0
DOUGLAS W HOLLENBECK
29 TIMOTHY DRIVEWESTERLYRI02891TRUSTEE10.00$138,407$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonSUE MANNPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11375 GATEWAY BLVD STE 55AddressLine1Txt
CityBOYNTON BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33426ZIPCd
FieldValueIRS element (for citing)
TitleFUND MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$110,786CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$56,471,442AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,039,031AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$86,510,473TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$86,510,473AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,297,657CashDeemedCharitableAmt
Net Vl Noncharitable Assets$85,212,816NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,260,641MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,260,641MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,902TaxBasedOnInvestmentIncomeAmt
Income Tax$693IncomeTaxAmt
Total Tax$25,595TotalTaxAmt
Distributable Before Adj$4,235,046DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,235,046DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,235,046DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,015,370ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,015,370QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,235,046DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$403,829ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$310,839ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$714,668TotalExcessDistributionCyovAmt
Qualifying Distributions$3,015,370QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,015,370AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$714,668ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$714,668ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$505,008UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFORREST C FRANCIS H LATTNER FOUNDATRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14416 SPEAR STAddressLine1Txt
CitySHELBURNECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05482ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5612669494RecipientPhoneNum
Recipient Email AddressDWHOLLENBECK@MAC.COMRecipientEmailAddressTxt
Form And Info And Materials1. THE CERTIFICATION, APPLICATION, PROJECT DESCRIPTION & BUDGET PAGES. 2. A COPY OF THE ORGANIZATION'S MOST RECENT SECTION 501(C)(3) IRS RULING. 3. A COPY OF THE ORGANIZATION'S MOST RECENT FINANCIAL STATEMENTS OR TAX RETURN. 4. A LIST OF THE ORGANIZATION'S OFFICERS AND DIRECTORS.FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 30, DECEMBER 31SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION AWARDS CHARITABLE DISTRIBUTIONS ONLY TO ORGANIZATIONS WHICH SATISFY THE REQUIREMENTS OF SECTION 170(B)(1)(A), 170 (C), 2055(A), AND 2522(A) OF THE INTERNAL REVENUE CODE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR NATURAL HEALTH
1011 E JEFFERSON ST STE 204CHARLOTTESVILLEVA22902501(C)(3)HEALTH FREEDOM PROJECTS$30,000
AYERS FOUNDATION
6 HAVERSHAM RDWESTERLYRI02891501(C)(3)GENERAL OPERATING SUPPORT$15,000
BEYOND PESTICIDES ORGANIC EYE
701 E STREET SE STE 200WASHINGTONDC20003501(C)(3)ORGANIC EYE PROJECTS$40,000
BIOFIELD TUNING INSTITUTE
1 MAIN ST 307BURLINGTONVT05401501(C)(3)PART 2 STUDY ON ANXIETY$25,000
BIONUTRIENT FODD ASSOCIATION
411 SHELDON RDBARREMA01005501(C)(3)CONTINUE DEVELOPMENT OF REAL FOOD CAMPAIGN$50,000
CANCER101
222 BROADWAY 19TH FLNEW YORKNY10038501(C)(3)GENERAL SUPPORT$25,000
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710TUCSONAZ85702501(C)(3)GENERAL SUPPORT$1,300
CHORUS OF WESTERLY
119 HIGH STWESTERLYRI02891501(C)(3)GENERAL SUPPORT$2,500
THE COMFORT CLUB
2240 ENCINITAS BLVD STE D110ENCINITISCA92024501(C)(3)GENERAL OPERATING SUPPORT$30,000
COMMITTEE ON TEMPORARY SHELTER
PO BOX 1616BURLINGTONVT05402501(C)(3)FAMILY SHELTER & CHILDREN'S PROGRAM$5,000
COMMON ROOTS
PO BOX 9335S BURLINGTONVT05407501(C)(3)PROGRAM SUPPORT$40,000
THE COMPASS SCHOOL
537 OLD NORTH RDKINGSTONRI02881501(C)(3)COMPASS SCHOOL FARM$30,000
CONSERVATION LAW FOUNDATION
62 SUMMER STBOSTONMA02110501(C)(3)RHODE ISLAND ENVIRONMENTAL ADVOCACY$25,000
CORNUCOPIA INSTITUTE
PO BOX 826CORNUCOPIAWI54827501(C)(3)GENERAL OPERATING EXPENSES$40,000
WILLIAM T DWYER HIGH SCHOOL
13601 N MILITARY TRLPALM BEACH GARDENSFL33418501(C)(3)LOVE CLUB/MEET ME AT THE RED CARPET EVENT$7,500
EAST BEACH ASSOCIATION
PO BOX 1055WESTERLYRI02891501(C)(3)GENERAL SUPPORT$1,300
ENVIRONMENT & HUMAN HEALTH
1191 RIDGE RDN HAVENCT06473501(C)(3)BROCHURE ON DANGERS OF ROUNDUP$60,000
ENVIRONMENT RHODE ISLAND RESEARCH & POL
11 S ANGELL ST 160PROVIDENCERI29606501(C)(3)GENERAL SUPPORT$1,300
ENVIRONMENT DEFENSE FUND
257 PARK AVE SNEW YORKNY10010501(C)(3)GENERAL SUPPORT$1,300
ENVIRONMENTAL WORRKING GROUP
1250 I ST NW STE 1000WASHINGTONDC20005501(C)(3)GENERAL SUPPORT$1,300
EPIDEMIC ANSWERS
360 BLOOMFIELD AVE STE 301WINDSORCT06095501(C)(3)HEALING TOGETHER: AN ONLINE LEARNING$50,000
EPWORTH CHILDREN & FAMILY SERVICES
110 N ELM AVEWEBSTER GROVESMO63119501(C)(3)FOSTER CARE CASE MANAGEMENT$10,000
FAMILIES FIRST IN SOUTHERN VERMONT
18 AUSTINE DRBURLINGTONVT05301501(C)(3)WILD HOPES FARM$1,600
FELLOWSHIP OF THE WHEEL
PO BOX 1566WILLISTONVT05495501(C)(3)GENERAL SUPPORT$3,000
FOOD & WATER WATCH
1616 P ST NWWASHINGTONDC20036501(C)(3)GENERAL SUPPORT$5,000
GIRLS ON THE RUN RHODE ISLAND
PO BOX 72787PROVIDENCERI02907501(C)(3)GENERAL SUPPORT$1,300
GOOD KARMA PET RESCUE
PO BOX 480273FT LAUDERDALEFL33348501(C)(3)FOR PAW BVI$10,000
GREEN AMERICA
1612 K ST NW STE 600WASHINGTONDC20006501(C)(3)CLIMATE VICTORY GARDENS CAMPAIGN$15,000
GREEN MOUNTAIN VALLEY SCHOOL
271 MOULTON RDWAITSFIELDVT05673501(C)(3)ANNUAL FUND$10,000
HABITAT FOR HUMANITY VAIL VALLEY
PO BOX 4149AVONCO81620501(C)(3)DOWN PAYMENT FOR NEW RESTORE$25,000
INTERVALE CENTER
180 INTERVALE RDBURLINGTONVT05401501(C)(3)GENERAL OPERATING SUPPORT$40,000
ISLAND PRESSCENTER FOR RES ECONOMICS
2000 M ST NW STE 650WASHINGTONDC20036501(C)(3)GENERAL SUPPORT$100,000
JONNYCAKE CENTER OF WESTERLY
23 INDUSTRIAL DRWESTERLYRI02891501(C)(3)EMERGENCY, FINANCIAL AID, EDUCATION$45,000
KING STREET CENTER
PO BOX 1615BURLINGTONVT05402501(C)(3)GENERAL SUPPORT$5,000
LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
740 15TH ST NW STE 700WASHINGTONDC20005501(C)(3)GENERAL SUPPORT$1,300
LITTLE BELLAS
PO BOX 1083JERICHOVT05465501(C)(3)PROVIDE HEALTHY, FRESH SNACKS$20,000
LUND
76 GLEN RDBURLINGTONVT05401501(C)(3)GENERAL SUPPORT$5,000
MAD RIVER PATH ASSOCIATION
PO BOX 683WAITSFIELDVT05673501(C)(3)GENERAL SUPPORT$1,000
MAD RIVER VALLEY INTERFAITH COUNCIL
PO BOX 342WAITSFIELDVT05673501(C)(3)MAD RIVER VALLEY COMMUNITY PANTRY$1,000
MARLBORO ALLIANCE
PO BOX 165MARLBOROVT05344501(C)(3)GENERAL SUPPORT$1,300
MIDDLEBRIDGE SCHOOL
333 OCEAN RDNARRAGANSETTRI02882501(C)(3)LOCALLY SOURCED ORGANIC FOOD, EDUCATION$30,000
NATIONAL WILDLIFE FEDERATION
PO BOX 1583MERRIFIELDVA22116501(C)(3)GENERAL SUPPORT$1,300
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH STNEW YORKNY10011501(C)(3)GENERAL SUPPORT$1,300
THE NATURE CONSERVANCY IN RHODE ISLAND
159 WATERMAN STPROVIDENCERI02906501(C)(3)BUILD COASTAL RESILIENCE IN RHODE ISLAND$100,000
NORTHEAST ORGANIC FARMING ASSN (NOFA)
PO BOX 697RICHMONDVT05477501(C)(3)PROGRAM WORK$50,000
OCEAN COMMUNITY YMCA
95 HIGH STWESTERLYRI02891501(C)(3)CONSTRUCTION OF NEW SHELTER CAMP WATCHA$35,000
OCEAN CONSERVANCY
1300 19TH ST NW 8TH FLWASHINGTONDC20036501(C)(3)TRASH FREE SEAS OCEAN CLIMATE PROGRAMS$170,000
OCEANA
1025 CONNECTICUT AVE NWWASHINGTONDC20036501(C)(3)GENERAL SUPPORT$1,300
OIL CHANGE INTERNATIONAL
714 G ST SE STE 202WASHINGTONDC20003501(C)(3)GENERAL SUPPORT$1,300
ORGANIC CONSUMERS ASSOCIATION
6771 S SILVER HILL DRFINLANDMN55603501(C)(3)GENERAL SUPPORT$15,000
ORGANIC FARMING RESEARCH FOUNDATION
PO BOX 440SANTA CRUZCA95061501(C)(3)GENERAL OPERATING SUPPORT$15,000
PCI MEDIA SUPPORT
26 BROADWAY STE 934NEW YORKNY10004501(C)(3)FEET ON THE GROUND RADIO SERIES$15,000
POWER OF EXCELLANCE
6868 ARIZONA AVELOS ANGELESCA90045501(C)(3)GENERAL SUPPORT$10,000
PROCTOR ACADEMY
PO BOX 500ANDOVERNH03216501(C)(3)PROCTOR CAMPAIGN$10,000
PROJECT BIOME
237 A ST PMB 51154SAN DIEGOCA92101501(C)(3)FARMER'S FOOTPRINT$4,000
REAL ORGANIC PROJECT
82 WILSON RDE THETFORDVT05043501(C)(3)GENERAL SUPPORT AND FUNDRAISING$330,000
RECOVERY YOGA
PO BOX 88NEW LONDONCT06320501(C)(3)GENERAL SUPPORT$5,000
RHODE ISLAND COMMUNITY FOOD BANK
200 NIANTIC AVEPROVIDENCERI02907501(C)(3)FEED LOW-INCOME INDIVIDUALS AND FAMILIES$10,000
SALT MARSH OPERA COMPANY
PO BOX 227STONINGTONCT06378501(C)(3)PERFORMANCE OF LA CENERENTOLA$5,000
SAVE THE BAY
100 SAVE THE BAY DRPROVIDENCERI02905501(C)(3)ADVOCACY, RESTORATION AND ENGAGEMENT$95,000
SAVE THE WHALES COALITION
848 ALMAR AVE STE C163SANTA CRUZCA95060501(C)(3)GENERAL SUPPORT$1,300
SCULPTURE SCHOOL
PO BOX 893WAITSFIELDVT05673501(C)(3)GENERAL SUPPORT$2,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1300OAKLANDCA94612501(C)(3)CLEAN TRANSPORTATION FOR ALL CAMPAIGN$20,000
SOIL CARBON COALITION
501 SOUTH STENTERPRISEOR97828501(C)(3)LAUNCH CATCHMENT CAREGIVERS COOPERATIVE$50,000
SPECIAL OLYMPICS RHODE ISLAND
370 GEORGE WASHINGTON HWYSMITHFIELDRI02917501(C)(3)GENERAL SUPPORT$5,000
STAND UP FOR ANIMALS
33 HARRY HIRSCH LN STE BWESTERLYRI02891501(C)(3)GENERAL SUPPORT$1,300
STARTING HEARTS
PO BOX 2981AVONCO81620501(C)(3)PROGRAM SUPPORT$38,000
STEADMAN PHILLIPPON RESEARCH INSTITUTE
181 W MEADOW DR STE 1000VAILCO81657501(C)(3)SKIING INJURY PREVENTION RESEARCH PROGRAM$60,000
SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673501(C)(3)PLASTIC POLLUTION INITIATIVE$130,000
TRINITY YARD SCHOOL
PO BOX 391BRISTOLVT05472501(C)(3)SPONSOR BRIDGE PROGRAM STUDENTS INTO TRAINING$25,000
TWICE BLESSED
45 VT RTE 100 NW DOVERVT05356501(C)(3)GENERAL SUPPORT$2,600
UNIVERSITY OF VERMONT MEDICAL CENTER
111 COLCHESTER AVEBURLINGTONVT05401501(C)(3)VERMONT HEALTHY FOODD IN HEALTHCARE$30,000
VERMOND ADAPTIVE SKI & SPORTS
PO BOX 139KILLINGTONVT05751501(C)(3)GENERAL SUPPORT$1,300
VERMONT COMMUNITY GARDEN NETWORK
ONE MILL ST STE 200BURLINGTONVT05401501(C)(3)20000$20,000
VERMONT GRASS FARMERS ASSOCIATION
327 US RTE 302BARREVT05061501(C)(3)PROGRAM DEVELOPMENT$35,000
VERMONT LAND TRUST
8 BAILEY AVEMONTPELIERVT05602501(C)(3)SUPPORT PURCHASE OF 600 ACRES$100,000
VERMONT MOUNTAIN BIKE ASSOCIATION
PO BOX 2055S BURLINGTONVT05407501(C)(3)MAD RIVER RIDERS CHAPTER$4,000
A VOICE FOR CHOICE
530 SHOWERS DRMOUNTAIN VIEWCA94040501(C)(3)GENERAL SUPPORT$5,000
WATCH HILL LIGHTHOUSE KEEPERS ASSN
PO BOX 1511WESTERLYRI02891501(C)(3)GENERAL SUPPORT$5,000
THE WESTERLY LAND TRUST
PO BOX 601WESTERLYRI02891501(C)(3)DREDGE & RESTORE THE POND AT WAHANEE$30,000
WESTON A PRICE FOUNDATION
4200 WISCONSIN AVE NWWASHINGTONDC20016501(C)(3)HEALTH FREEDON DEFENSE FUND ORGANIZATION$80,000
THE WOLF CONSERVATION CENTER
PO BOX 421S SALEMNY10590501(C)(3)GENERAL SUPPORT$1,300
THE WOOD-PAWCATUCK WATERSHED ASSN
203 ARCADIA ROADHOPE VALLEYRI02832501(C)(3)POTTER HILL DAM REMOVAL PROJECT$65,000
WOODMERE ART MUSEUM
9201 GERMANTOWN AVEPHILADELPHIAPA19118501(C)(3)EDUCATION PROGRAMMING FOR CLASSROOM GROUPS$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,413,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$151,022ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$398,373ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,535ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,375,816ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,978,746ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,978,746TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$30,123Amt
Net Investment Income$7,531NetInvestmentIncomeAmt
Disbursements Charitable Prps$22,592DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (16 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
FURNITURE2006-01-01$6,793$6,793200DB7.000000000000$0$0
OFFICE EQUIPMENT2006-01-01$2,676$2,676200DB5.000000000000$0$0
DESK & RETURN2007-02-22$1,721$1,721200DB7.000000000000$0$0
LCD PROJECTOR2007-05-04$779$779200DB7.000000000000$0$0
TRAVEL PROJECTOR & STAND2007-04-30$490$490200DB7.000000000000$0$0
POSTERS FOR OFFICE2008-05-08$150$150200DB7.000000000000$0$0
FAX MACHINE2008-10-08$180$180200DB5.000000000000$0$0
TELEPHONE2008-11-07$102$102200DB7.000000000000$0$0
PRINTER2008-11-07$224$224200DB5.000000000000$0$0
COMPUTER2014-06-10$675$675200DB5.000000000000$0$0
DESKTOP COMPUTER/ACCESSORIES2015-05-27$710$710200DB5.000000000000$0$0
GRANTS ONLINE SYSTEM2015-12-31$15,000$2,085SL36.000000000000$417$0
DATA & PHONE CABLING2016-12-16$2,090$1,988200DB5.000000000000$102$0
GRANTS ONLINE SYSTEM2017-12-31$8,900$1,113SL24.000000000000$371$0
COMPUTER DAVID2017-10-16$3,067$3,067200DB5.000000000000$0$0
OFFICE BUILDOUT2016-12-15$116,235$31,642SL15.000000000000$7,749$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierACTIVITY FOR 2021IdentifierTxt
Form And Line Reference2021 TAX RETURNFormAndLineReferenceDesc
Medium ExplanationTHE RETURN IS BEING FILED WITH THE BEST INFORMATION AVAILABLE. IF ADDITIONAL INFORMATION BECOMES AVAILABLE, AN AMENDED RETURN WILL BE FILED.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$33,720,255BookValueAmt
EOYFMV$51,358,416EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (16 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE$6,793$6,793$0
OFFICE EQUIPMENT$2,676$2,676$0
DESK & RETURN$1,721$1,721$0
LCD PROJECTOR$779$779$0
TRAVEL PROJECTOR & STAND$490$490$0
POSTERS FOR OFFICE$150$150$0
FAX MACHINE$180$180$0
TELEPHONE$102$102$0
PRINTER$224$224$0
COMPUTER$675$675$0
DESKTOP COMPUTER/ACCESSORIES$710$710$0
GRANTS ONLINE SYSTEM$15,000$2,502$12,498
DATA & PHONE CABLING$2,090$2,090$0
GRANTS ONLINE SYSTEM$8,900$1,484$7,416
COMPUTER DAVID$3,067$3,067$0
OFFICE BUILDOUT$116,235$39,391$76,844

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,468LegalFeesAmt
Net Investment Income$1,617NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,851DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITDesc
BOY Book Value$500BOYBookValueAmt
EOY Book Value$500EOYBookValueAmt
EOYFMV$500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES SCHWAB #0186$6,243$1,561$4,682
INVESTMENT FEES SCHWAB #4720$87,493$21,873$65,620
INSURANCE$3,974$993$2,981
OFFICE EXPENSE$5,244$1,310$3,932
COMPUTER SUPPLIES & SOFTWARE$10,498$2,624$7,874
MEMBERSHIP FEES$780$195$585
UTILITIES$912$228$684
LICENSES$161$40$121
PAYROLL PROCESSING FEES$2,474$618$1,856
BANK FEE$25$6$19
INVESTMENT FEES US BANK #1215$8,561$2,140$6,421
INVESTMENT FEES$12,577$3,145$9,432
DAVIDSON KEMPNER INSTIT PTNRS LP- OTHER DEDUCTIONS$26,573$6,643$19,930
MREP IV-A LP-OTHER DEDUCTIONS$2,393$598$1,795
MREP V LP-OTHER DEDUCTIONS$1,449$362$1,087
MREP VI LP-OTHER DEDUCTIONS$1,081$270$811
PARK ST CAP NAT RES FD III - OTHER DEDUCTIONS$1,886$472$1,414
PARK ST CAP PRIV EQ FD VII - OTHER DEDUCTIONS$1,616$404$1,212
PARK ST CAP PRIV EQ FD VIII - OTHER DEDUCTIONS$2,732$683$2,049

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
CENDANT CORP$5,209$5,209
US BANK #1215 RECEIVED 11,540 SH MEDIAFOREUROPE FREE RECEIPT$15,085$15,085
DAVIDSON KEMPNER INSTIT PRTNRS$13,095$13,095
MREP IV-A-$1,102-$1,102
MREP V-$1,954-$1,954
MREP VI-$340-$340
PARK STR CAP PE VII$10$10
PARK STR CAP PE VIII$3,681$3,681
PARK STR CAP NAT RES III$3,673$3,673
PBF LOGISTICS$8,165$8,165
WESTLAKE CHEM PARTNERS$8,013$8,013

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$3,600$0$0
PAYROLL TAXES$9,360$2,340$7,020
TAXES FOREIGN$14,083$14,083$0

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