ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT P & PATRICIA J BAUMAN FAMILY FOUNDATION INC (EIN 31-1535223)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202101379349100060
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T06:15:55-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113147050 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN GOLODNY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 39TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 311535223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAUMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT P BAUMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAUM | BusinessNameControlTxt |
| Phone | 7722250403 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 SE HARBOR CIRCLE | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BAUMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7722250403 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | BAUMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN GOLODNY | PreparerPersonNm |
| PTIN | P00059037 | PTIN |
| Phone | 2124181226 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $25,216,060 | 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 | $3,650 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,650 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,650 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,725 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,725 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,344,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,972,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,344,851 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,354,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,354,226 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,375 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,428 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,942 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,553 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $320,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,440,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,120,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,354,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,375 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $537,214 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,014,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,014,614 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,353,609 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,780,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,201,446 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,890,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,795,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,216,060 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,890,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,795,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,890,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,795,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,890,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,067 | OtherIncreasesAmt |
| Subtotal | $7,810,737 | SubtotalAmt |
| Other Decreases | $15,528 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,795,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO #7500 | P | 2019-06-14 | 2020-04-23 | $3,136 | $2,882 | $254 | $254 |
| WELLS FARGO #7500 | P | 1950-01-01 | 2020-12-02 | $1,550,800 | $624,310 | $926,490 | $926,490 |
| CAPITAL GAINS DIVIDENDS | P | $418,107 | $418,107 | $418,107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,344,851 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $254 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,956 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,956 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,868 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT P BAUMAN | IndividualWithBooksNm |
| Phone | 7722250403 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 SE HARBOR CIRCLE | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT BAUMAN | ||||||||
| 6720 SE HARBOR CIRCLE | STUART | FL | 34996 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JOHN BAUMAN | ||||||||
| 22 FOXBORO POINT | ESSEX | CT | 06426 | DIRECTOR | 8.00 | $120,000 | $0 | $0 |
| ELIZABETH H BAUMAN | ||||||||
| 6 DOLLOFF FARM ROAD | EXETER | NH | 03833 | DIRECTOR | 8.00 | $120,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EXETER HOSPITAL INC5 ALUMNI DRIVEEXETER, NH 03883 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | MAINE MEDICAL CENTER22 BRAMHALL STREETPORTLAND, ME 04102 | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | AUBURN UNIVERSITY317 S COLLEGE STREETAUBURN, AL 36849 | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | MAYO CLINIC200 1ST ST. SWROCHESTER, MN 55905-0001 | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,151,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,541,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,692,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,692,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $340,394 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,352,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,117,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,117,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,824 | TotalTaxAmt |
| Distributable Before Adj | $1,098,803 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,098,803 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,098,803 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,120,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,120,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,120,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,098,803 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,608 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,979 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,252 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,879 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $239,718 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,120,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,098,803 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,197 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $260,915 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $11,608 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $249,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,979 | ExcessFromYear4Amt |
| Excess From Year3 | $34,252 | ExcessFromYear3Amt |
| Excess From Year2 | $111,879 | ExcessFromYear2Amt |
| Excess From Current Year | $21,197 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT BAUMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT P BAUMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 SE HARBOR CIRCLE | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7722254118 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDEPENDENCE MUSEUM-EXETER | |||||||
| 1 GOVERNORS LANE | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $3,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 158 BROOKLAWN AVENUE | BRIDGEPORT | CT | 06604 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 |
| ARTS IN REACH | |||||||
| PO BOX 236 | PORTSMOUTH | NH | 03802 | NONE | EXEMPT | CHARITABLE - EDUCATION SERVICES | $5,000 |
| AUBURN UNIVERSITY | |||||||
| 317 S COLLEGE STREET | AUBURN | AL | 36849 | NONE | EXEMPT | CHARITABLE - EDUCATION SERVICES (1ST OF 2 YEAR) | $50,000 |
| CHARCOT MARIE TOOTH ASSOCIATION | |||||||
| 2700 CHESTNUT STREET | CHESTER | PA | 19013 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 |
| CHILDREN'S MUSUEM OF THE TREASURE COAST | |||||||
| 1706 NE INDIAN RIVER DRIVE | JENSEN BEACH | FL | 34957 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $10,000 |
| COASTAL MAINE BOTANICAL GARDEN | |||||||
| PO BOX 234 | BOOTHBAY | ME | 04537 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $50,000 |
| COMMUNITY MUSIC SCHOOL | |||||||
| PO BOX 387 | CENTERBOOK | CT | 06409 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $3,000 |
| COMMUNITY MUSIC SCHOOL | |||||||
| PO BOX 387 | CENTERBOOK | CT | 06409 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $15,000 |
| CONNECTICUT RIVER FOUNDATION AT STEAMBOAT DOCK INC | |||||||
| 67 MAIN STREET | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $15,000 |
| CONNORS CLIMB FOUNDATION | |||||||
| PO BOX 283 | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 |
| CSGA CO THE FIRST TEE CT | |||||||
| 35 COLD SPRING ROAD 212 | ROCKY HILL | CT | 06067 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES (3RD OF 4 YEAR) | $25,000 |
| DISABLED SPORTS USA (MOVE UNITES WARFIGHTERS) | |||||||
| 451 HUNGERFORD DRIVE SUITE 608 | ROCKVILLE | MD | 20850 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,500 |
| EARICLES | |||||||
| 1505 MANZANITA LANE | MANHATTAN BEACH | CA | 90266 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $10,000 |
| EASTER SEALS FLORIDA INC | |||||||
| 213 S CONGRESS AVENUE | WEST PALM BEACH | FL | 34994 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 |
| EASTER SEALS NEW HAMPSHIRE INC | |||||||
| 555 AUBURN STREET | MANCHESTER | NH | 03103 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $10,000 |
| ENVIRONMENTAL STUDIES COUNCIL INC | |||||||
| 2900 NE INDIAN RIVER DRIVE | JENSEN BEACH | FL | 34957 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $5,000 |
| ESSEX LIBRARY | |||||||
| 33 WEST AVENUE | ESSEX | CT | 06426 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $1,000 |
| EXETER HOSPITAL INC | |||||||
| 5 ALUMNI DRIVE | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES (2ND OF 3 YEAR PLEDGE) | $100,000 |
| EXETER HOSPITAL INC | |||||||
| 5 ALUMNI DRIVE | EXETER | NH | 03883 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES (FOR BEYOND THE RAINBOW FUND 2020) | $10,000 |
| FAIRFIELD UNIVERSITY | |||||||
| NORTH BENSON RD | FAIRFIELD | CT | 06824 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $5,000 |
| FLAMINGO GARDENS INC | |||||||
| 3750 S FLAMINGO RD | DAVIE | FL | 33330 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $15,000 |
| FLORIDA OCEANOGRAPHIC SOCIETY | |||||||
| 890 NE OCEAN BLVD | STUART | FL | 34996 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES (5TH OF 5 YEAR PLEDGE) | $25,000 |
| FRIENDS OF KAREN INC | |||||||
| PO BOX 190 | PURDYS | NY | 10578 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $25,000 |
| FRIENDS OF THE LYRIC INC | |||||||
| 59 SW FLAGLER | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $10,000 |
| FRIENDS OF THE MARTIN COUNTY | |||||||
| 2351 SE MONTEREY ROAD | STUART | FL | 349963331 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $8,000 |
| FRIENDS OF THE MOUNTS BOTANICAL GARDEN INC | |||||||
| 531 N MILITARY TRAIL | WEST PALM BEACH | FL | 33415 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $50,000 |
| GLOBAL LYME ALLIANCE INC | |||||||
| 222 RAILROAD AVENUE SUITE 2B | GREENWICH | CT | 06830 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICE (4TH & 5TH OF 5 YEARS) | $10,000 |
| GRACE PRESBYTERIAN CHURCH | |||||||
| 1875 NW BRITT ROAD | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - RELIGIOUS | $5,000 |
| GRAHAMTASTIC CONNECTION | |||||||
| 21 BRADEEN STREET | SPRINGVALE | ME | 040831922 | NONE | EXEMPT | CHARITABLE - EDUCATION SERVICES | $3,000 |
| GRANITE UNITED WAY | |||||||
| 22 CONCORD STREET FLOOR 2 | MANCHESTER | NH | 03101 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 |
| GREATER SEACOAST COMMUNITY HEALTH | |||||||
| 333 BORTHWICK AVENUE | PORTSMOUTH | NH | 03801 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $15,000 |
| GREEN FARMS ACADEMY INC | |||||||
| 35 BEACHSIDE AVENUE | GREEN FARMS | CT | 06838 | NONE | EXEMPT | CHARITABLE - EDUCATION SERVICES | $7,000 |
| HEROPUPS | |||||||
| 20 PORTSMOUTH AVE 127 | STRATHAM | NH | 03885 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,000 |
| HIGH HOPES THERAPEUTIC RIDING | |||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $10,000 |
| HOSPICE OF SOUTHERN MAINE | |||||||
| 180 US ROUTE 1 | SCARBOROUGH | ME | 04074 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES (3RD OF 4 YEAR) | $25,000 |
| HOSPICE OF THE TREASURE COAST INC | |||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 |
| IVORYTON PLAYHOUSE FOUNDATION INC | |||||||
| PO BOX 458 | IVORYTON | CT | 06442 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES (1ST & 2ND OF 5 YEAR) | $20,000 |
| IVORYTON PLAYHOUSE FOUNDATION INC | |||||||
| PO BOX 458 | IVORYTON | CT | 06442 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $3,000 |
| IVORYTON PLAYHOUSE FOUNDATION INC | |||||||
| PO BOX 458 | IVORYTON | CT | 06442 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $10,000 |
| KBIA | |||||||
| 262 BEACH AVE | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $20,000 |
| KBIA | |||||||
| 262 BEACH AVE | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $14,000 |
| KEY COLLECTIVE | |||||||
| PO BOX 149 | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - CULTURAL SERVICES | $10,000 |
| LIGHTHOUSE CHARITABLE FOUNDATION INC | |||||||
| 28 SWATHMORE ROAD | WELLSLEY | MA | 02482 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICE | $2,500 |
| LOVE HAS NO COLOR | |||||||
| 521 WALPOLE STREET | NORWOOD | MA | 02062 | NONE | EXEMPT | CHARITABLE - EDUCATION SERVICES | $3,000 |
| MAINE MEDICAL CENTER | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $10,000 |
| MAINE MEDICAL CENTER | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES (4TH OF 5 YEAR) | $100,000 |
| MAINE RIVERS - MKRA | |||||||
| PO BOX 782 | YARMOUTH | ME | 04096 | NONE | EXEMPT | CHARITABLE - ENVIRONMENTAL SERVICES | $5,500 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| PO BOX 235 | SACO | ME | 04072 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $500 |
| MARTIN MEMORIAL FOUNDATION INC | |||||||
| PO BOX 9010 | STUART | FL | 34995 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES (4TH OF 4 YEAR) | $25,000 |
| MASSACHUSETTS EYE AND EAR INFIRMARY | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES (4TH OF 5 YEAR) | $5,000 |
| MASSACHUSETTS EYE AND EAR INFIRMARY - REZA | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 |
| MAYO CLINIC | |||||||
| 200 1ST ST SW | ROCHESTER | MN | 559050001 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $100,000 |
| METROPOLITAN GOLF ASSOCIATION FOUNDATION | |||||||
| 49 KNOLLWOOD ROAD | ELMSFORD | NY | 10523 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,000 |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT ST | MIDDLETOWN | CT | 06457 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES (1ST OF 5 YEAR) | $20,000 |
| MY PLACE TEEN CENTER INC | |||||||
| 755 MAIN ST | WESTBROOK | ME | 04092 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $2,000 |
| NEW HEIGHTS ADVENTURES FOR TEENS | |||||||
| 100 CAMPUS DRIVE | PORTSMOUTH | NH | 03801 | NONE | EXEMPT | CHARITABLE- COMMUNITY SERVICE | $5,000 |
| PALLIATIVE CARE FOR UGANDA | |||||||
| 128 EAST AVE | NORWALK | CT | 06851 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $10,000 |
| PROCTOR ACADEMY | |||||||
| PO BOX 500 | ANDOVER | NH | 03216 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $15,000 |
| RICHIE MCFARLAND CHILDRENS CENTER | |||||||
| 11 SANDY POINT ROAD | STRATHAM | NH | 03885 | NONE | EXEMPT | CHARITABLE - COMMUNTY SERVICES | $20,000 |
| ROCKINGHAM NUTRITION MEALS ON WHEELS | |||||||
| 106 NORTH ROAD | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 |
| ROCKINGHAM VNA & HOSPICE | |||||||
| 137 EPPING ROAD | EXETER | NH | 03833 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICE | $5,000 |
| SAFESPACE INC | |||||||
| 632 SE MONTEREY ROAD | STUART | FL | 34994 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $1,000 |
| SAILFISH POINT FOUNDATION | |||||||
| 2201 SE SAILFISH POINT BLVD | STUART | FL | 34996 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 |
| SEACOAST MENTAL HEALTH CENTER INC | |||||||
| 1145 SAGAMORE AVE | PORTSMOUTH | NH | 03801 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $15,000 |
| SENIOR CENTER AT LOWER VILLAGE | |||||||
| 175 PORT RD | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 |
| SOCIETY OF CRITICAL CARE MEDICINE | |||||||
| 500 MIDWAY DRIVE | MT PROSPECT | IL | 60056 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $1,500 |
| SOUTHERN DISTRICT YMCA - CAMP LINCOLN INC | |||||||
| PO BOX 729 | KINGSTON | NH | 03848 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICE | $15,000 |
| THE BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH ST STE 609 | NEW YORK | NY | 10036 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $2,000 |
| THE DEMPSEY CENTER | |||||||
| PO BOX 277 | AUBURN | ME | 04212 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $2,500 |
| THE ELLIE FUND | |||||||
| 200 RESERVOIR STREET STE 300 | NEEDHAM HEIGHTS | MA | 024943146 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $1,000 |
| TOMMY MCNAMARA CHARITABLE FOUNDATION | |||||||
| 234 CAUSEWAY ST 1107 | BOSTON | MA | 02114 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $12,000 |
| TUESDAY'S CHILDREN | |||||||
| 390 PLANDOME ROAD | MANHASSETT | NY | 10030 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 |
| UNITED WAY OF MARTIN COUNTY INC | |||||||
| PO BOX 362 | STUART | FL | 34995 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $10,000 |
| UNITED WAY OF YORK COUNTY | |||||||
| PO BOX 727 | KENNEBUNK | ME | 04043 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $10,000 |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 2390 ALUMNI DR U3206 | STORRS MANSFIELD | CT | 06269 | NONE | EXEMPT | CHARITABLE - EDUCATION SERVICES | $5,000 |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 2390 ALUMNI DR U3206 | STORRS MANSFIELD | CT | 06269 | NONE | EXEMPT | CHARITABLE - EDUCATION SERVICES | $5,000 |
| VICTORIA'S VICTORY FOUNDATION | |||||||
| 20 PORTSMOUTH AVE 98 | STRATHAM | NH | 03885 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $5,000 |
| WOODY FOUNDATION INC | |||||||
| 12500 VIRTUDES STREET | CORAL GABLES | FL | 33156 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES | $10,000 |
| YALE-NEW HAVEN HOSPITAL | |||||||
| 1 PARK STREET | NEW HAVEN | CT | 06510 | NONE | EXEMPT | CHARITABLE - HEALTH SERVICES (4TH OF 5 YEARS) | $20,000 |
| ZEBRA CROSSINGS | |||||||
| PO BOX 411 | DOVER | NH | 03821 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $5,000 |
| WOMANADE OF GREATER SQUAMSCOTT | |||||||
| PO BOX 653 | STRATHAM | NH | 03885 | NONE | EXEMPT | CHARITABLE - COMMUNITY SERVICES | $7,000 |
| LIBRARY FOUNDATION OF MARTIN COUNTY | |||||||
| 2351 SE MONTEREY ROAD | STUART | FL | 349963331 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES | $8,000 |
| LIBRARY FOUNDATION OF MARTIN COUNTY | |||||||
| 2351 SE MONTEREY ROAD | STUART | FL | 349963331 | NONE | EXEMPT | CHARITABLE - EDUCATIONAL SERVICES (2020 REVERSAL) | -$8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,120,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,650 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,725 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,344,851 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,354,226 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,354,226 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STEVEN GOLODNY CPA PC - TAX PREP | CategoryTxt |
| Amt | $6,428 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $6,780,595 | EOYBookValueAmt |
| EOYFMV | $24,201,446 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES - 2019 BALANCE DUE | $5,572 |
| FEDERAL TAXES - 2020 ESTIMATED TAX | $9,956 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES & EXPENSES | Desc |
| Revenue And Expenses Per Books | $456 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/(LOSSES) INCLUDED IN ENDING BALANCE SHEET | Desc |
| Amt | $6,067 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WELLS FARGO #7500 - INVESTMENT MGMT FEES PAID | $69,320 | $0 | $0 | $0 |
| STATUTORY REPRESENATION | $370 | $0 | $0 | $0 |
| WELLS FARGO #7500 - ADVISORY FEES PAID | $252 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $3,553 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments