SCOTT AND NANCY ATHERTON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT AND NANCY ATHERTON FOUNDATION (EIN 46-3293989)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-28
- IRS object ID
- 202102719349101200
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-28T09:50:37-05:00 | 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 | 463293989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scott and Nancy Atherton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SCOT | 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 | NANCY ATHERTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | ATHERTON | 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 |
| PTIN | P01345770 | PTIN |
| 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 | $878,133 | 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 | $99,399 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,723 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,616 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $126,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,780 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,598 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,598 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,613 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,613 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,167 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,769 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,769 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $671,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $746,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $865,364 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $695,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $759,305 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $878,133 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $695,730 | RetainedEarningBOYAmt |
| Retained Earning EOY | $759,305 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $695,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $759,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $695,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $759,305 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $695,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,575 | ExcessRevenueOverExpensesAmt |
| Subtotal | $759,305 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $759,305 | 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 | $126,419 | GrossSalesPriceAmt |
| Cost Or Other Basis | $137,155 | CostOrOtherBasisAmt |
| Gain Or Loss | -$10,736 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$10,736 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,736 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $155 | SubtotalAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $254 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $254 | TotalPaymentsAndCreditsAmt |
| Overpayment | $99 | OverpaymentAmt |
| Applied To ES Tax | $99 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Austin Atherton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Nancy Atherton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Paige Atherton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Reid Atherton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Scott Atherton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| 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 | $686,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $700,655 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $700,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,510 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $690,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155 | TotalTaxAmt |
| Distributable Before Adj | $34,352 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,352 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,352 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $35,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,375 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,698 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $35,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,698 | AppliedToYear1Amt |
| Applied To Current Year | $677 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $33,675 | 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 | Nancy Atherton | ContributingManagerNm |
| Contributing Manager | Scott Atherton | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH | |||||||
| 34 WASHINGTON ST STE 310 | WELLESLEY HILLS | MA | 02481 | N/A | PC | Research and Development | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 8500 MENAUL BLVD NE STE A500 | ALBUQUERQUE | NM | 87112 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2700 SW FREEWAY | HOUSTON | TX | 77098 | N/A | PC | General & Unrestricted | $1,000 |
| AMIGOS FOR CHRIST | |||||||
| 75 MADDOX RD STE 107 | BUFORD | GA | 30518 | N/A | PC | General & Unrestricted | $500 |
| APPALACHIAN STATE UNIVERSITY FOUNDATION INC | |||||||
| ASU BOX 32014 | BOONE | NC | 28608 | N/A | PC | The Bexley Svana Moffatt Celebratory Scholarship Fund | $250 |
| ATLANTIC CENTER FOR THE ARTS INC | |||||||
| 1414 ART CENTER AVE | NEW SMYRNA | FL | 32168 | N/A | PC | General & Unrestricted | $300 |
| AUSTIN HATCHER FOUNDATION FOR PEDIATRIC CANCER | |||||||
| 232 E 11TH ST STE 100 | CHATTANOOGA | TN | 37402 | N/A | PC | The Five for Ten Campaign | $5,000 |
| BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | N/A | PC | Medical Research | $500 |
| CECF WISH FOUNDATION INC | |||||||
| 723 EASTLAWN DR | CELEBRATION | FL | 34747 | N/A | PC | General & Unrestricted | $500 |
| CENTER FOR THE HOMELESS INC | |||||||
| 813 S MICHIGAN ST | SOUTH BEND | IN | 46601 | N/A | PC | General & Unrestricted | $500 |
| CHILDRENS MIRACLE NETWORK | |||||||
| 205 W 700 S | SALT LAKE CTY | UT | 84101 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY COMMUNICATIONS INC | |||||||
| 11510 E COLONIAL DR | ORLANDO | FL | 32817 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY HEALTH NETWORK FOUNDATION INC | |||||||
| 7330 SHADELAND STA STE 100 | INDIANAPOLIS | IN | 46256 | N/A | SO II | Center of Hope Community East | $500 |
| CUDAS UNHOOKED INC | |||||||
| 2411 GLENMORE CT | NEW SMYRNA | FL | 32168 | N/A | PC | General & Unrestricted | $500 |
| KIDNEY CANCER ASSOCIATION | |||||||
| 9450 SW GEMINI DR 38269 | BEAVERTON | OR | 97008 | N/A | PC | Research for a cure | $500 |
| MARINE DISCOVERY CENTER INC | |||||||
| 520 BARRACUDA BLVD | NEW SMYRNA | FL | 32169 | N/A | PC | General & Unrestricted | $500 |
| MAYO CLINIC | |||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | N/A | PC | General & Unrestricted | $500 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $500 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $500 |
| MOTORSPORTS CHARITIES INC - NASCAR FOUNDATION | |||||||
| ONE DAYTONA BLVD 7TH FL | DAYTONA BEACH | FL | 32114 | N/A | PC | General & Unrestricted | $500 |
| MOTORSPORTS MUSEUM & HALL OF FAME OF AMERICA FOUND | |||||||
| 1801 W INTERNATIONAL SPEEDWAY BLVD | DAYTONA BEACH | FL | 32114 | N/A | PC | General & Unrestricted | $3,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| OPERATION ENDURING FREEDOM FAMILY FUND | |||||||
| PO BOX 837 | RIDGECREST | CA | 93556 | N/A | PC | General & Unrestricted | $500 |
| ORLANDO CENTER FOR JUSTICE | |||||||
| 1300 N SEMORAN BLVD STE 120 | ORLANDO | FL | 32807 | N/A | PC | General & Unrestricted | $500 |
| OUR LADY STAR OF THE SEA CATHOLIC CHURCH | |||||||
| 4000 S ATLANTIC AVE | NEW SMYRNA BEACH | FL | 32169 | N/A | PC | Human Services Ministry | $1,500 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | General & Unrestricted | $500 |
| SALTY MINISTRIES INC | |||||||
| 221 VINING CT | ORMOND BEACH | FL | 32176 | N/A | PC | General & Unrestricted | $500 |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC | |||||||
| 411 MERCY DR | ORLANDO | FL | 32805 | N/A | PC | General & Unrestricted | $1,500 |
| SOUTHEAST VOLUSIA HUMANE SOCIETY | |||||||
| 1200 S GLENCOE RD | NEW SMYRNA | FL | 32168 | N/A | PC | General & Unrestricted | $500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $500 |
| THE HUB ON CANAL INC | |||||||
| 132 CANAL ST | NEW SMYRNA | FL | 32168 | N/A | PC | General & Unrestricted | $300 |
| THE SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $500 |
| THE WILD ANIMAL SANCTUARY A COLORADO NON-PROFIT CO | |||||||
| 1946 COUNTY RD 53 | KEENESBURG | CO | 80643 | N/A | PC | General & Unrestricted | $500 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,850 | 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 | $57 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,723 | 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 | -$11,616 | 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 | $6,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,164 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Living Trust of Scott Atherton | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 N Peninsula Ave | AddressLine1Txt |
| City | New Smyrna Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $99,399 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 420 sh. | NoncashPropertyDesc |
| Fair Market Value | $99,399 | FairMarketValueAmt |
| Received | 2020-12-21 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND FUND CLAS | $98,426 | $107,370 |
| DFA INTERNATIONAL CORE EQUITY | $167,607 | $170,559 |
| HOTCHKIS & WILEY HIGH YLD-I | $22,923 | $22,874 |
| INVESCO OPPENHEIMER DEVELOPING | $52,451 | $84,123 |
| INVESCO OPPENHEIMER STEELPATH | $26,818 | $29,766 |
| ISHARES CORE US REIT ETF | $31,025 | $32,193 |
| ISHARES RUSSELL 2000 GROWTH IN | $23,360 | $36,698 |
| ISHARES TRUST RUSSELL 1000 GRO | $99,399 | $101,279 |
| ISHARES TRUST RUSSELL 2000 VAL | $35,645 | $43,609 |
| PIMCO EMERGING LOCAL BOND FUND | $7,315 | $7,157 |
| VANGUARD GLOBAL EX-US REAL EST | $21,074 | $22,050 |
| VANGUARD GROWTH ETF | $63,664 | $101,336 |
| VANGUARD VALUE ETF | $96,829 | $106,350 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,500 | $7,500 | |
| Bank Charges | $15 | $15 | |
| 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 | $6,598 | Amt |
| Net Investment Income | $6,598 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Living Trust of Scott Atherton | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1516 N Peninsula Ave | AddressLine1Txt |
| City | New Smyrna Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32169 | ZIPCd |
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