KEITH V KIERNAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KEITH V KIERNAN FOUNDATION (EIN 26-0856008)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202101329349101500
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T08:42:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260856008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keith V Kiernan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KEIT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY OWSLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | OWSLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $19,907,032 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $177 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $177 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $820,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $820,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $364,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,618,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $444,595 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,185,599 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,265,525 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $145,208 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $145,208 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,262 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,262 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $160,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $160,833 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,100 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $191 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16,923 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $336,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $173,393 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $730,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $730,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,066,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $903,393 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $119,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,104,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,089 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,522 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,522 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,854,303 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,956,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,846,695 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,815 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $191 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $3,624 | LandEOYAmt |
| Land EOYFMV | $3,815 | LandEOYFMVAmt |
| Total Assets BOY | $17,897,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,016,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,907,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $17,897,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,016,474 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,897,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,016,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,897,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,016,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,897,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $119,082 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,016,474 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,016,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,618,700 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,174,105 | CostOrOtherBasisAmt |
| Gain Or Loss | $444,595 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $444,595 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $444,595 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,355 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,355 | SubtotalAmt |
| Tax Based On Investment Income | $15,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,397 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,397 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $76 | EsPenaltyAmt |
| Tax Due | $7,034 | TaxDueAmt |
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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy Marie Owsley | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $145,208 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | plechymarcianopayne montville fin grp | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 main road suite 204 | AddressLine1Txt |
| City | MONTVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $160,833 | CompensationAmt |
| 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 | $17,370,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,501,988 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,501,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,239,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $861,973 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $861,973 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,355 | TotalTaxAmt |
| Distributable Before Adj | $846,618 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $846,618 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $846,618 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $903,393 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,815 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $907,208 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $907,208 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $846,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $861,551 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $907,208 | QualifyingDistributionsAmt |
| Applied To Year1 | $861,551 | AppliedToYear1Amt |
| Applied To Current Year | $45,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $800,961 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCION INTERNATIONAL | |||||||
| 10 FAWCETT ST STE 204 | CAMBRIDGE | MA | 02138 | N/A | PC | COVID-19 Relief Support | $10,000 |
| ACCION INTERNATIONAL | |||||||
| 10 FAWCETT ST STE 204 | CAMBRIDGE | MA | 02138 | N/A | PC | SOCREMO Microfinance in Mozambique | $75,000 |
| BERGEN FAMILY CENTER INC | |||||||
| 44 ARMORY ST | ENGLEWOOD | NJ | 07631 | N/A | PC | COVID-19 Relief Support | $10,000 |
| BERGEN FAMILY CENTER INC | |||||||
| 44 ARMORY ST | ENGLEWOOD | NJ | 07631 | N/A | PC | Family Mental Health Intervention program | $50,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | Bangladesh Emergency Support for Families | $75,000 |
| GRAMEEN FOUNDATION USA | |||||||
| 1101 15TH ST NW 3RD FL | WASHINGTON | DC | 20005 | N/A | PC | Financial Inclusion Efforts in West Nile region | $60,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | N/A | PC | COVID-19 Relief for The Terwilliger Center for Innovation | $75,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | COVID-19 Relief Support | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | Early Childhood Development Programs in Lebanon | $75,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | Aweil State Hospital in South Sudan | $75,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | COVID-19 Relief Support | $10,000 |
| MID-SHORE COMMUNITY FOUNDATION INC | |||||||
| 102 E DOVER ST | EASTON | MD | 21601 | N/A | PC | COVID-19 Relief Support | $5,000 |
| OPPORTUNITY INTERNATIONAL INC | |||||||
| 550 W VAN BUREN STE 200 | CHICAGO | IL | 60607 | N/A | PC | COVID-19 Relief for Edu-Finance (digital services) | $65,000 |
| OPPORTUNITY INTERNATIONAL INC | |||||||
| 550 W VAN BUREN STE 200 | CHICAGO | IL | 60607 | N/A | PC | COVID-19 Relief Support | $5,000 |
| UNITED NATIONS FOUNDATION INC | |||||||
| 1750 PENNSYLVANIA AVE NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | Girl Up's New Leadership Programs in Africa | $20,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | N/A | PC | Keith V. Kiernan Scholarship fund | $35,000 |
| WATER ORG INC | |||||||
| 117 W 20TH ST STE 203 | KANSAS CITY | MO | 64108 | N/A | PC | Water Credit Program in Peru | $50,000 |
| WINDWARD FUND | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $730,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $820,753 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $364,669 | 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 | $1,185,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,185,599 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER - MACBOOK | PropertyDesc |
| Acquired | 2020-09-28 | AcquiredDt |
| Cost Or Other Basis | $3,815 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $191 | CurrentYearExpenseAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENTURY MID CAP VALUE | $684,583 | $720,873 |
| AMERICAN CENTURY SMALL CAP VAL | $491,484 | $534,346 |
| CLEARBRIDGE LARGE CAP GROWTH I | $1,098,881 | $1,729,478 |
| EATON VANCE TX-MGD GLO DIV EQ | $198,190 | $215,216 |
| FIDELITY ADVISOR NEW INSIGHTS | $989,971 | $1,270,062 |
| FIDELITY CONTRA FUND | $432,545 | $690,758 |
| FRANKLIN SMALL-CAP GROWTH FUND | $512,359 | $625,524 |
| FRANKLIN TEMPLETON LIMITED DUR | $1,926,483 | $1,567,243 |
| JOHN HANCOCK III V I | $1,188,602 | $1,282,018 |
| LIBERTY ALL-STAR EQUITY FUND | $1,804,035 | $1,987,200 |
| M F S INTRMDT INC TR | $1,248,854 | $1,196,073 |
| MFS INTERNATIONAL DIVERSIFICAT | $920,369 | $954,177 |
| MFS INTERNATIONAL NEW DISCOVER | $266,217 | $344,112 |
| OAKMARK INTERNATIONAL ADVISOR | $1,005 | $1,044 |
| PRINCIPAL EQUITY INCOME FD CL | $1,352,587 | $1,514,068 |
| PRINCIPAL FDS, INC. MIDCAP FD | $461,824 | $720,923 |
| ROYCE VALUE TRUST, INC | $1,176,221 | $1,365,347 |
| T. ROWE PRICE INTERNATIONAL DI | $274,260 | $451,559 |
| T. ROWE PRICE NEW HORIZONS FD | $503,431 | $802,986 |
| VOYA GLOBAL EQ DIV & PREM OPPT | $2,424,427 | $1,873,688 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER - MACBOOK | CategoryOrItemTxt |
| Cost Or Other Basis | $3,815 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $191 | AccumulatedDepreciationAmt |
| Book Value | $3,624 | BookValueAmt |
| EOYFMV | $3,815 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $15,000 | $15,000 |
| Payroll Processing Fees | $1,851 | $1,851 |
| Postage/Delivery Service | $47 | $47 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $160,833 | Amt |
| Net Investment Income | $160,833 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2020 | CategoryTxt |
| Amt | $2,100 | Amt |
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