HATHAWAY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HATHAWAY FAMILY FOUNDATION (EIN 22-3696161)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-15
- IRS object ID
- 202102889349100420
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-15T10:32:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221624206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALESARDI QUACKENBUSH SWIFT & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH DEAN STREET - SUITE 5 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | 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 | 223696161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HATHAWAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HATH | BusinessNameControlTxt |
| Phone | 8456779229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 889 TOWER HILL ROAD | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HATHAWAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8456779229 | PhoneNum |
| Signature | 2021-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HATHAWAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID O'BRIEN | PreparerPersonNm |
| PTIN | P00430397 | PTIN |
| Phone | 2015674100 | PhoneNum |
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 | $10,836,893 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,769 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,769 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,121,884 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,224 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $370,814 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $370,814 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $701 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $701 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $701 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $701 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $416,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $370,113 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $237,279 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $191,933 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $191,933 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,966,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,865,285 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,644,960 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,203,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,057,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,836,893 | 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 | $7,203,591 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,057,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,203,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,057,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,203,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,057,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,203,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,156,904 | SubtotalAmt |
| Other Decreases | $99,686 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,057,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN, SACHS & CO. | P | $68,488 | $71,305 | -$2,817 | -$2,817 |
| GOLDMAN, SACHS & CO. | P | $872,316 | $807,730 | $64,586 | $64,586 |
| GOLDMAN, SACHS & CO. | P | $35,837 | $35,625 | $212 | $212 |
| CAPITAL GAINS DIVIDENDS | P | $145,243 | $145,243 | $145,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,224 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $42 | EsPenaltyAmt |
| Overpayment | $6,313 | OverpaymentAmt |
| Applied To ES Tax | $6,313 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 8456779229 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 889 TOWER HILL ROAD | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY HATHAWAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 889 TOWER HILL ROAD | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
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 | $8,800,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $768,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,569,118 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,569,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,425,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $471,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $471,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,145 | TotalTaxAmt |
| Distributable Before Adj | $466,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $466,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $466,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $416,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $416,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $416,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $466,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,998 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $416,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,998 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $388,802 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $77,332 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AIKEN LAND TRUST | ||||||
| PO BOX 3096 | AIKEN | SC | 29802 | CHARITABLE | $2,500 | |
| AIKEN RESCUE | ||||||
| 631 KERSHAW STREET | AIKEN | SC | 29801 | CHARITABLE | $1,000 | |
| AMERICAN HORSE TRIALS FOUNDATION | ||||||
| 7913 COLONIAL LN | CLINTON | MD | 20735 | CHARITABLE | $29,150 | |
| ANIMAL KIND | ||||||
| 721 WARREN STREET | HUDSON | NY | 12534 | CHARITABLE | $500 | |
| ASPCA | ||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | CHARITABLE | $2,000 | |
| ASPEN COUNTRY DAY | ||||||
| 85 COUNTRY DAY WAY | ASPEN | CO | 81611 | CHARITABLE | $5,000 | |
| AUDOBON SHARON | ||||||
| 325 CONRWALL BRIDGE ROAD | SHARON | CT | 06069 | CHARITABLE | $500 | |
| BALLET COLLECTIVE | ||||||
| 720 FORT WASHINGTON AVENUE | NEW YORK | NY | 10040 | CHARITABLE | $10,000 | |
| BARD COLLEGE | ||||||
| 30 CAMPUS ROAD | ANNANDALE | NY | 12504 | CHARITABLE | $500 | |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION | ||||||
| 800 NORTH MAIN STREET | SHEFFIELD | MA | 01257 | CHARITABLE | $5,000 | |
| CARY INSTITUTE | ||||||
| 2801 SHARON TURNPIKE | MILLBROOK | NY | 12545 | CHARITABLE | $5,000 | |
| CLEARWATER | ||||||
| 724 WOLCOTT AVENUE | BEACON | NY | 12508 | CHARITABLE | $1,000 | |
| COLUMBIA GREENE HUMANE SOCIETY | ||||||
| 111 HUMANE SOCIETY ROAD | HUDSON | NY | 12534 | CHARITABLE | $500 | |
| COMMUNITY FOUNDATION OF NY | ||||||
| 80 WASHINGTON ST SUITE 201 | POUGHKEEPSIE | NY | 12601 | CHARITABLE | $500 | |
| CORNELL UNIVERSITY | ||||||
| 130 E SENECA ST SUITE 400 | ITHICA | NY | 14850 | CHARITABLE | $1,000 | |
| DEFENDERS OF WILDLIFE | ||||||
| 1130 17TH STREET | WASHINGTON | DC | 20036 | CHARITABLE | $500 | |
| DREAM CATCHER | ||||||
| 5401 S HYDE PARK BLVD APT 302 | CHICAGO | IL | 60615 | CHARITABLE | $500 | |
| DUTCHESS COUNTY SPCA | ||||||
| 636 VIOLET AVENUE | HYDE PARK | NY | 12538 | CHARITABLE | $1,000 | |
| DUTCHESS DAY SCHOOL | ||||||
| 415 ROUTE 343 | MILLBROOK | NY | 12545 | CHARITABLE | $20,000 | |
| EQUINE ADVOCATES | ||||||
| PO BOX 354 | CHATHAM | NY | 120370035 | CHARITABLECHARITABLECHARITABLE | $500 | |
| EQUINE LAND CONSERVATION | ||||||
| 4037 IRON WORKS PARKWAY SUITE 120 | LEXINGTON | KY | 40511 | CHARITABLE | $500 | |
| EQUINE RESCUE OF AIKEN | ||||||
| PO BOX 295 | WALDEN | NY | 12586 | CHARITABLE | $1,150 | |
| FAIR HILL | ||||||
| PO BOX 1324 | ELKTON | MD | 21922 | CHARITABLE | $20,000 | |
| FRIENDS OF THE ANIMAL SHELTER | ||||||
| THE DEBS CENTER 3 DAG HAMMARSKJOLD | NEW YORK | NY | 10017 | CHARITABLE | $1,000 | PLAZA 8TH FLOOR |
| FRIENDS OF WETHERSFIELD LIBRARY | ||||||
| 515 SILAS DEANE HIGHWAY | WETHERSFIELD | CT | 06109 | CHARITABLE | $10,000 | |
| FRONT RANGE | ||||||
| PO BOX 458 | OCALA | FL | 34478 | CHARITABLE | $500 | |
| GENTLE GIANTS RESCUE | ||||||
| 9 CANNONBALL ROAD | POMPTON LAKES | NJ | 07442 | CHARITABLE | $500 | |
| GRACE SMITH HOUSE | ||||||
| 1 BROOKSIDE AVENUE | POUGHKEEPSIE | NY | 12601 | CHARITABLE | $1,000 | |
| GREAT OAK THERAPEUTIC RIDING CENTER | ||||||
| PO BOX 1288 | AIKEN | SC | 29802 | CHARITABLE | $2,000 | |
| HARTLAND YOUTH SCHOLARS | ||||||
| 133 ALLEN PLACE | HARTFORD | CT | 06106 | CHARITABLE | $5,000 | |
| HITCHCOCK WOODS FOUNDATION | ||||||
| PO BOX 1702 | AIKEN | SC | 29802 | CHARITABLE | $25,000 | |
| HOOVED HUMANE SOCIETY | ||||||
| 10804 MCCONNELL ROAD | WOODSTOCK | IL | 60098 | CHARITABLE | $500 | |
| HUDSONIA | ||||||
| PO BOX 5000 | ANNADALE | NY | 125045000 | CHARITABLE | $1,000 | |
| JOYE IN AIKEN | ||||||
| PO BOX 5538 | AIKEN | SC | 29804 | CHARITABLE | $1,000 | |
| KIPP FOUNDATION | ||||||
| 250 EAST 156TH STREET | BRONX | NY | 10451 | CHARITABLE | $1,000 | |
| LAND TRUST ALLIANCE | ||||||
| 1660 L ST NW SUITE 1100 | WASHINGTON | DC | 20036 | CHARITABLE | $500 | |
| LUCKY ORPHANS HORSE RESCUE | ||||||
| PO BOX 334 | DOVER PLAINS | NY | 12522 | CHARITABLE | $1,000 | |
| MAPLEBROOK SCHOOL | ||||||
| 5142 ROUTE 22 | AMENIA | NY | 12501 | CHARITABLE | $1,000 | |
| MECEC | ||||||
| 30 MAPLE AVENUE | MILLBROOK | NY | 12545 | CHARITABLE | $1,000 | |
| MEMORIAL SLOAN-KETTERING | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | CHARITABLE | $1,000 | |
| MILLBROOK FIRE | ||||||
| 20 FRONT STREET | MILLBROOK | NY | 12545 | CHARITABLE | $2,000 | |
| MILLBROOK LIBRARY | ||||||
| 3 FRIENDLY LANE | MILLBROOK | NY | 12545 | CHARITABLE | $500 | |
| MILLBROOK SCHOOL | ||||||
| 131 MILLBROOK SCHOOL RD | MILLBROOK | NY | 12545 | CHARITABLE | $5,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | CHARITABLE | $1,000 | |
| NED | ||||||
| 800 NORTH MAIN STREET | SHEFFIELD | MA | 01257 | CHARITABLE | $15,000 | |
| NORTH EAST COMMUNITY CENTER | ||||||
| 11 N EAST ST | HOLYOKE | MA | 01040 | CHARITABLE | $1,000 | |
| OCEAN CONSERVANCY | ||||||
| 1300 19TH STREET | WASHINGTON | DC | 20036 | CHARITABLE | $500 | |
| ONE STORY | ||||||
| 232 3RD STREET | BROOKLYN | NY | 11215 | CHARITABLE | $500 | |
| PANTHERA | ||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | CHARITABLE | $5,000 | |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | CHARITABLE | $2,000 | |
| PLANNED PARENTHOOD MID HUDSON | ||||||
| 178 CHURCH STREET | POUGHKEEPSIE | NY | 12601 | CHARITABLE | $3,000 | |
| SHARON PLAYHOUSE | ||||||
| 49 AMENIA ROAD | SHARON | CT | 06069 | CHARITABLE | $1,000 | |
| SMITH COLLEGE | ||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | CHARITABLE | $100,000 | |
| SPCA ALBRECHT CENTER | ||||||
| 199 WILLOW RUN ROAD | AIKEN | SC | 29801 | CHARITABLE | $1,000 | |
| THOROUGHBRED RETIREMENT FOUNDATION | ||||||
| PO BOX 834 | SARATOGA SPRINGS | NY | 12866 | CHARITABLE | $2,000 | |
| TRUST FOR PUBLIC LAND | ||||||
| 666 BROADWAY | NEW YORK | NY | 10012 | CHARITABLE | $500 | |
| UNIVERSITY OF VERMONT | ||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | CHARITABLE | $1,000 | |
| USEA | ||||||
| 525 OLD WATERFORD RD NW | LEESBURG | VA | 20176 | CHARITABLE | $1,000 | |
| USET FOUNDATION | ||||||
| 1040 POTTERSVILLE ROAD | GLADSTONE | NJ | 07934 | CHARITABLE | $30,000 | |
| WCSU | ||||||
| 181 WHITE STREET | DANBURY | CT | 06810 | CHARITABLE | $1,000 | |
| WETERSFIELD FOUNDATION | ||||||
| 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | CHARITABLE | $15,000 | |
| WORLD CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | CHARITABLE | $10,000 | |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH STREET | WASHINGTON | DC | 20090 | CHARITABLE | $1,000 | |
| A LEG TO STAND ON | ||||||
| 401 PARK AVENUE | NEW YORK | NY | 10016 | CHARITABLE | $500 | |
| CHILDRENS PLACE | ||||||
| 500 PLAZA DRIVE | SECAUCUS | NJ | 07094 | CHARITABLE | $10,000 | |
| DC VOL FIRE | ||||||
| 3373 NY-82 | VERBANK | NY | 12585 | CHARITABLE | $500 | |
| DLC | ||||||
| 4289 NY-82 | MILLBROOK | NY | 12545 | CHARITABLE | $28,500 | |
| FOODBANK HUDSON VALLEY | ||||||
| 195 HUDSON STREET | CORNWALL ON HUDSON | NY | 12520 | CHARITABLE | $5,000 | |
| INNISFREE | ||||||
| 362 TYRREL ROAD | MILLBROOK | NY | 12545 | CHARITABLE | $500 | |
| MHT | ||||||
| 699 WASHINGTON ROAD | WEST POINT | NY | 10996 | CHARITABLE | $2,000 | |
| NARATIVE MAG | ||||||
| 889 TOWER HILL ROAD | MILLBROOK | NY | 12545 | CHARITABLE | $500 | |
| NATIONAL TRUST HISTORICAL PRESERV | ||||||
| 199 ELM STREET | NEW CANAAN | CT | 06840 | CHARITABLE | $500 | |
| NATURE CONSSERV | ||||||
| 652 NY-299 | HIGHLAND | NY | 12528 | CHARITABLE | $500 | |
| NED COVID | ||||||
| 889 TOWER HILL ROAD | MILLBROOK | NY | 12545 | CHARITABLE | $5,000 | |
| NORTHEAST COMMUNITY CENTER | ||||||
| 51 S CENTER STREET | MILLERTON | NY | 12546 | CHARITABLE | $1,000 | |
| RAGOM | ||||||
| 5800 BAKER ROAD | MINNETONKA | MN | 55345 | CHARITABLE | $1,000 | |
| SPCA AIKEN | ||||||
| 333 WIRE ROAD | AIKEN | SC | 29801 | CHARITABLE | $500 | |
| STISSING | ||||||
| 2950 CHURCH STREET | PINE PLAINS | NY | 12567 | CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $416,800 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,769 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $207,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $370,814 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $370,814 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME |
| 7 | INVESTMENT INCOME |
| 8 | INVESTMENT INCOME |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,865,285 | BookValueAmt |
| EOYFMV | $10,644,960 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NET CURRENT/PRIOR YEAR OUTSTANDING ACTIVITY | $48,406 |
| ADJUSTMENT TO ALT INVESTMENT BASIS | $51,280 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $671 | $671 | $0 |
| TRANSACTION FEES | $30 | $30 | $0 |