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SPLIT ROCK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SPLIT ROCK CHARITABLE FOUNDATION INC (EIN 46-1362612)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202103159349101305
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

FieldValueIRS element (for citing)
Return2021-11-11T08:43:46-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650086858PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Alley Maass Rogers & Lindsay PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1340 Royal Poinciana Way Ste 321AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461362612EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Split Rock Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSPLIBusinessNameControlTxt
Phone5616591770PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1co Christine Bialczak PO Box 43AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMary Louise PoissionPersonNm
Person TitlePresidentPersonTitleTxt
Phone5616591770PhoneNum
Signature2021-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMaryPersonFirstNm
Person LastLouise PoissionPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine BialczakPreparerPersonNm
PTINP01368899PTIN
Phone5616591770PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,493,586FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$23,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$43InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$43InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$250,808DividendsRevAndExpnssAmt
Dividends Net Invst Incm$250,808DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$147,398NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,613,099GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$147,398CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$421,249TotalRevAndExpnssAmt
Total Net Invst Incm$398,249TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$11,091LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$11,091LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$46,662OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$46,662OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,711TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$569OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$569OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$71,033TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$58,322TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$603,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$603,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$674,983TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$58,322TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$603,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$253,734ExcessRevenueOverExpensesAmt
Net Investment Income$339,927NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$185,347CashBOYAmt
Cash EOY$68,342CashEOYAmt
Cash EOYFMV$68,342CashEOYFMVAmt
Sav And Temp Cash Invst BOY$123,134SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$504,670SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$504,670SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,127,772CorporateStockBOYAmt
Corporate Stock EOY$5,596,422CorporateStockEOYAmt
Corporate Stock EOYFMV$6,907,684CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,246,355CorporateBondsBOYAmt
Corporate Bonds EOY$2,690,404CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,805,384CorporateBondsEOYFMVAmt
Other Investments BOY$646,905OtherInvestmentsBOYAmt
Other Investments EOY$204,191OtherInvestmentsEOYAmt
Other Investments EOYFMV$207,506OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,329,513TotalAssetsBOYAmt
Total Assets EOY$9,064,029TotalAssetsEOYAmt
Total Assets EOYFMV$10,493,586TotalAssetsEOYFMVAmt
Grants Payable BOY$72,250GrantsPayableBOYAmt
Grants Payable EOY$60,500GrantsPayableEOYAmt
Total Liabilities BOY$72,250TotalLiabilitiesBOYAmt
Total Liabilities EOY$60,500TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,257,263NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,003,529NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,257,263TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,003,529TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,329,513TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,064,029TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,257,263TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$253,734ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,003,529SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,003,529TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$7,613,099GrossSalesPriceAmt
Cost Or Other Basis$7,465,701CostOrOtherBasisAmt
Gain Or Loss$147,398GainOrLossAmt
Gains Minus Excess Or Losses$147,398GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$147,398CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,725InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,725SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,725TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,775OverpaymentAmt
Applied To ES Tax$2,775AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksChristine Bialczak EsqIndividualWithBooksNm
Phone5616591770PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1340 Royal Poinciana Way Ste 321AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334804048ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Mary Louise Poission
PO Box 431Palm BeachFL33480President1.00$0$0$0
Michele Kukla
PO Box 431Palm BeachFL33480Vice President0.50$0$0$0
Susan Poission-Dollar
PO Box 431Palm BeachFL33480Vice President0.50$0$0$0
Jacqueline P Love
PO Box 431Palm BeachFL33480Vice President0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Grants to various qualified charitable organizations attached.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,159,094AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$388,020AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$98,766FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,645,880TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,645,880AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$144,688CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,501,192NetVlNoncharitableAssetsAmt
Minimum Investment Return$475,060MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$475,060MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,725TaxBasedOnInvestmentIncomeAmt
Total Tax$4,725TotalTaxAmt
Distributable Before Adj$470,335DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$470,335DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$470,335DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$603,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$603,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$603,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$470,335DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$132,478ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$132,478TotalExcessDistributionCyovAmt
Qualifying Distributions$603,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$470,335AppliedToCurrentYearAmt
Remaining Distri From Corpus$133,615RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$266,093TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$266,093ExcessDistriCyovToNextYrAmt
Excess From Year1$132,478ExcessFromYear1Amt
Excess From Current Year$133,615ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMary Louise PoissionContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AHOPE for Children
PO Box 1987AlexandriaVA22313NonePCGeneral Purposes$7,500
All Faiths Food Bank
8171 Blaikie CourtSarasotaFL34240NonePCGeneral Purposes$1,000
Andrew Red Harris Foundation
18230 River Oaks DriveJupiterFL33458NonePCGeneral Purposes$2,500
Barton Public Library
100 Church StreetBartonVT05822NonePCGeneral Purposes$20,000
Big Sky Youth Empowerment
225 East Mendenhall StreetBozemanMT59715NonePCGeneral Purposes$5,000
Bozeman Area Community Foundation
1627 W Main St Box 404 No 221ABozemanMT59715NonePCGeneral Purposes$60,000
Bozeman Public Library Foundation
626 East Main StreetBozemanMT59715NonePCGeneral Purposes$3,000
Bozeman School Foundation
404 West Main StreetBozemanMT59771NonePCGeneral Purposes$5,000
Bridgercare
1288 N 14th Avenue 201BozemanMT59715NonePCGeneral Purposes$5,000
Busch Wildlife Sanctuary
2500 Jupiter Park DriveJupiterFL33458NonePCGeneral Purposes$3,500
California Community Foundation
221 S Figueroa Street 400Los AngelesCA90012NonePCGeneral Purposes$250
Capital Roots
594 River StreetTroyNY12180NonePCGeneral Purposes$22,500
Capital Region Sponsor-a-Scholar
1218 Central AvenueAlbanyNY12205NonePCGeneral Purposes$5,000
Center for Creative Education
425 24th StreetWest Palm BeachFL33407NonePCGeneral Purposes$50,000
Crosscut Mountain Sports Center
16621 Bridger Canyon RoadBozemanMT59715NonePCGeneral Purposes$20,000
Dare 2 Care Palm Beach
1033 Silver Beach Road Bay 68Riviera BeachFL33403NonePCGeneral Purposes$1,000
DePorres Place Adult Literacy Center
1016 N Dixie HighwayWest Palm BeachFL33401NonePCGeneral Purposes$20,000
El Sol Jupiter Neighborhood Resource Center
106 Military TrailJupiterFL33458NonePCGeneral Purposes$2,500
Emerson Center for the Arts & Culture
111 S Grand AvenueBozemanMT59715NonePCGeneral Purposes$3,000
Empower Ethiopia
2 E Kenmar RoadMenandsNY12204NonePCGeneral Purposes$5,000
Family Promise
71 Summit AvenueSummitNJ07901NonePCGeneral Purposes$3,000
Haven
615 S 16th AvenueBozemanMT59715NonePCGeneral Purposes$15,000
Holy Cross Catholic Preschool
930 Southern BoulevardWest Palm BeachFL33405NonePCGeneral Purposes$10,000
Homeless Coalition of Palm Beach County
810 Datura StreetWest Palm BeachFL33401NonePCGeneral Purposes$5,000
Hope Rural School
15929 SW 150th StreetIndiantownFL34956NonePCGeneral Purposes$10,000
Human Resource Development Council (HRDC)
32 S Tracy AvenueBozemanMT59715NonePCGeneral Purposes$9,000
Ironwood Foundation
2501 E Scenic DrivePaysonAZ85541NonePCGeneral Purposes$10,000
Joseph's House & Shelter
74 Ferry StreetTroyNY12180NonePCGeneral Purposes$17,500
La Clinica Del Pueblo
2831 15th Street NWWashingtonDC20009NonePCGeneral Purposes$10,000
Loggerhead Marine Life Center
14200 US-1JupiterFL33408NonePCGeneral Purposes$25,000
Los Angeles Regional Food Bank
1734 E 41st StreetLos AngelesCA90058NonePCGeneral Purposes$500
Lourdes Foundation
1710 Industrial Drive NWRochesterMN55901NonePCGeneral Purposes$2,500
Masks for Heroes
2324 Boylan RoadBozemanMT59715NonePCGeneral Purposes$5,000
National Outdoor Leadership School (NOLS)
284 Lincoln StreetLanderWY82520NonePCGeneral Purposes$3,000
Regional Food Bank of Northeastern New York
965 Albany Shaker RoadLanthamNY12110NonePCGeneral Purposes$7,500
Pan-Mass Challenge Trust
77 4th AvenueNeedhamMA02494NonePCGeneral Purposes$2,500
Pearl Mae Foundation
775 W Indiantown RoadJupiterFL33458NonePCGeneral Purposes$2,500
Polar Bears International
810 N Wallace Ste EBozemanMT59715NonePCGeneral Purposes$2,000
Quantum House
987 45th StreetWest Palm BeachFL33407NonePCGeneral Purposes$20,000
Rensselear Plateau Alliance
17 Old Rte 66Arverill ParkNY12018NonePCGeneral Purposes$25,000
Roots Ethiopia
PO Box 620343MiddletonWI53562NonePCGeneral Purposes$10,000
Shodair Children's Hospital - Montana's Children's Home and Hospital
2755 Colonial DriveHelenaMT59601NonePCGeneral Purposes$5,000
Sister's Place Inc
111 Brownsville RoadPittsburghPA15210NonePCGeneral Purposes$10,000
Speak Up for Kids of Palm Beach County Inc
205 S Dixie Highway Suite 41100West Palm BeachFL33401NonePCGeneral Purposes$1,500
Streams of Dreams Inc
6717 Church StreetDouglasGA30134NonePCGeneral Purposes$2,500
St Ann Place
2107 N Dixie HighwayWest Palm BeachFL33407NonePCGeneral Purposes$30,000
SW Montana Covid-19 Response Fund Greater Gallatin United Way
945 Technology Blvd Suite 101FBozemanMT59718NonePCGeneral Purposes$10,000
Troy Area United Ministries
392 2nd StreetTroyNY12180NonePCGeneral Purposes$10,000
The Connecting Point
PO Box 9183West Palm BeachFL33419NonePCGeneral Purposes$450
The Lord's Place
2808 N Australian AvenueWest Palm BeachFL33407NonePCGeneral Purposes$60,000
The Westmore Association
PO Box 143OrleansVT05860NonePCGeneral Purposes$10,000
UCLA Health Sciences Development UCLA Health System
10889 Wilshire Blvd Suite 1200Los AngelesCA90024NonePCGeneral Purposes$250
Unity House of Troy Inc
2431 6th AvenueTroyNY12180NonePCGeneral Purposes$17,500
WEEMA International
2 Garden StreetCambridgeMA02138NonePCGeneral Purposes$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$603,950TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$250,808ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$147,398ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$398,249ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$398,249TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPeter RussellContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1252 W Broadway Apt 4AddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021271958ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$2,690,404EOYBookValueAmt
EOYFMV$2,805,384EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$5,596,422EOYBookValueAmt
EOYFMV$6,907,684EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$204,191BookValueAmt
EOYFMV$207,506EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryAlley Maass Rogers & Lindsay, P.A.CategoryTxt
Legal Fees$11,091LegalFeesAmt
Net Investment Income$11,091NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees (checking and brokerage)$110$110$0
Florida Secretary of State$61$61$0
Postage$18$18$0
Miscellaneous Bookkeeping Expenses$380$380$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management FeesCategoryTxt
Amt$46,662Amt
Net Investment Income$46,662NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Income Taxes Paid$5,211$0$0
Estimated Taxes Paid$7,500$0$0

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