SBW FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SBW FOUNDATION (EIN 20-0703467)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-17
IRS object ID
202111689349100221
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)
Return2021-06-17T11:54:28-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSKOWITZ & ASSOCIATES CPA's PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1660 WHITE PLAINS RDAddressLine1Txt
CityTARRYTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10591ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200703467EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SBW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSBWFBusinessNameControlTxt
Phone8603460902PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CHRISTINA WASCH-190 COLEMAN RDAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06457ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINA B WASCHPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8603460902PhoneNum
Signature2021-06-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTINAPersonFirstNm
Person LastWASCHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN MOSKOWITZ CPAPreparerPersonNm
PTINP00166473PTIN
Phone9143666714PhoneNum
Preparation2021-06-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$1,019,652FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,632DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,632DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,485NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$98,270GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,485CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss-$2,958OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$2,958OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,164TotalRevAndExpnssAmt
Total Net Invst Incm$10,164TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,970AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,970AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$2,471OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,471OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,036TaxesRevAndExpnssAmt
Taxes Net Invst Incm$57TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$262OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$262OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,739TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,760TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$58,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$58,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,939TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,760TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,775ExcessRevenueOverExpensesAmt
Net Investment Income$3,404NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,243CashBOYAmt
Cash EOY$63,274CashEOYAmt
Cash EOYFMV$63,274CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$433,311CorporateStockBOYAmt
Corporate Stock EOY$349,670CorporateStockEOYAmt
Corporate Stock EOYFMV$956,378CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$450,554TotalAssetsBOYAmt
Total Assets EOY$412,944TotalAssetsEOYAmt
Total Assets EOYFMV$1,019,652TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$450,554RetainedEarningBOYAmt
Retained Earning EOY$412,944RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$450,554TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$412,944TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$450,554TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$412,944TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$450,554TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,775ExcessRevenueOverExpensesAmt
Other Increases$18,165OtherIncreasesAmt
Subtotal$412,944SubtotalAmt
Tot Net Ast Or Fund Balances EOY$412,944TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyOPPENHEIMER SECURITIES TRANSACTIONSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-01-01AcquiredDt
Sold2020-07-01SoldDt
Gross Sales Price$98,270GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$93,785CostOrOtherBasisAmt
Gain Or Loss$4,485GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$4,485GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,485CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$47SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Original Return Overpayment-$1,500OriginalReturnOverpaymentAmt
Overpayment$1,453OverpaymentAmt
Applied To ES Tax$1,453AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHRISTINA WASCHIndividualWithBooksNm
Phone8603461570PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 COLEMAN ROADAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065475065ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM K WASCH
150 COLEMAN ROADMIDDLETOWNCT06457TRUSTEE1.00$0$0$0
CHRISTINA WASCH
190 COLEMAN ROADMIDDLETOWNCT06457TRUSTEE1.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$891,525AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,658AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$957,183TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$957,183AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,358CashDeemedCharitableAmt
Net Vl Noncharitable Assets$942,825NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,141MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,141MinimumInvestmentReturnAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Total Tax$47TotalTaxAmt
Distributable Before Adj$47,094DistributableBeforeAdjAmt
Distributable Before Ded$47,094DistributableBeforeDedAmt
Distributable As Adjusted$47,094DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,200ExpensesAndContributionsAmt
Qualifying Distributions$58,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$58,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,094DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$213,597ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$306,955ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$62,822ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,609ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$639,983TotalExcessDistributionCyovAmt
Qualifying Distributions$58,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$58,200RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$47,094ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$47,094ExcessDistributionCyovAppCYAmt
Total Corpus$651,089TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$651,089ExcessDistriCyovToNextYrAmt
Excess From Year4$166,503ExcessFromYear4Amt
Excess From Year3$306,955ExcessFromYear3Amt
Excess From Year2$62,822ExcessFromYear2Amt
Excess From Year1$56,609ExcessFromYear1Amt
Excess From Current Year$58,200ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM WASCHContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRISTINA WASCHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1190 COLEMAN ROADAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP064575065ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8603460902RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTBLUE CHARITIES INC
366 SUMMER STREETSOMERVILLEMA02144EXEMPTTO FURTHER THENEW GEORGIA PROJECT$350
ARCHITECTS FOUNDATION
1735 NEW YORK AVENUE NWWASHINGTONDC20006EXEMPTARCHITECTS FOR BLACK LIVELIHOOD FUNDRAISING$1,000
CHURCH OF THE HOLY TRINITY
381 MAIN STREETMIDDLETOWNCT06457EXEMPTFURTHER PURPOSE OF RELIGIOUS INSTITUTION$18,000
CENTRAL CONNECTICUT ROWING INC
JOHN K SMITH BOATHOUSE HARBOR DRIVEMIDDLETOWNCT06457EXEMPTTO PROMOTE ROWINGIN THE COMMUNITY$4,000
CONCORDIA COLLEGE
171 WHITE PLAINS ROADBRONXVILLENY10708EXEMPTTO SUPPORT ACADEMICPROGRAMS$1,000
COMMUNITY SHARES OF WISCONSIN
612 W MAIN STREET SUITE 200MADISONWI53703EXEMPTTO SUPPORT SOCIAL ANDENVIRONMENTAL JUSTICE$350
CT PUBLIC BROADCASTING NETWORK
1049 ASYLUM AVENUEHARTFORDCT06105EXEMPTFURTHER PURPOSE OF PUBLIC BROADCASTING$500
CT RIVER CONSERVANCY
15 BANK ROWGREENFIELDMA01301EXEMPTTO PRESERVE THECT RIVER AND ITS TRIBUTARIES$3,000
MIDDLESEX MEMORIAL HOSPITAL
28 CRESCENT STREETMIDDLETOWNCT06457EXEMPTFURTHER PURPOSE OF MEDICINE$2,500
NASSAU NURSERY SCHOOL
33 MERCER STREETPRINCETONNJ08540EXEMPTTO SUPPORT PRESCHOOLPROGRAMS$2,500
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE STE 400SEATTLEWA98104EXEMPTTO SUPPORT THE RIGHTS OF IMMIGRANTS$2,500
UNITED WAY OF MIDDLESEX COUNTY
100 RIVERVIEW CENTERMIDDLETOWNCT06457EXEMPTFURTHER PURPOSE OF COMMUNITY SERVICE$500
HAMPSHIRE COLLEGE
893 WEST STAMHERSTMA01002EXEMPTTO SUPPORT EDUCATIONALPROGRAMS$3,500
JONAH CENTER
PO BOX 854MIDDLETOWNCT06457EXEMPTFURTHER PURPOSE OF RESTORING & PRESERVING ECOLOGY$700
MIDDLESEX LAND TRUST
27 WASHINGTON STREETMIDDLETOWNCT06457EXEMPTFURTHER PURPOSE OF RESTORING & PRESERVING ECOLOGY$300
MIDDLESEX COMMUNITY FOUNDATION
211 SOUTH MAIN STREETMIDDLETOWNCT06457EXEMPTFURTHER PURPOSE OF ENRICHING COMMUNITY$1,000
ST VINCENT DE PAUL
637 MAIN STREEYMIDDLETOWNCT06457EXEMPTTO HELP FUNDCHARITABLE PROGRAMS$3,500
IOBY
540 PRESIDENT ST FL3BROOKLYNNY11215EXEMPTTO SUPPORT THE REPLACEOUR TREES PROJECT$150
TEXAS ORGANIZING PROJECT ED FUND
2404 CAROLINE STREETHOUSTONTX78207EXEMPTTO FUND YEAR ROUNDCOMMUNITY ORGANIZING$350
TRANSITIONAL RESOURCES
2970 SW AVALON WAYSEATTLEWA98126EXEMPTTO SUPPORT MENTALHEALTH PROGRAMS$1,000
UNIVERSITY OF PUGET SOUND
1500 N WARNER STREETTACOMAWA98416EXEMPTTO SUPPORTEDUCATIONAL PROGRAMS$1,000
WHITE CENTER FOOD BANK
10829 8TH AVE SWSEATTLEWA98146EXEMPTTO SUPPORT HUNGERRELIEF PROGRAMS$1,000
NORTHWEST HARVEST
PO BOX 12272SEATTLEWA98102EXEMPTTO FUND FOODDELIVERY SERVICES$1,000
HOMEFRONT
1880 PRINCETON AVELAWRENCEVILLENJ08648EXEMPTTO SUPPORT THE HEALINGAND MEMORIAL GARDEN$2,500
SOUL FIRE FARM
1972 NY HWY 2PETERSBURGNY12138EXEMPTTO FOSTER AFRO-INDIGENOUSCOMMUNITY FARMS$2,500
SOCIAL JUSTICE FUND NW
1904 3RD AVE SUITE 806SEATTLEWA98101EXEMPTTO SUPPORT COMMUNITY BASED PROGRAMS$1,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104EXEMPTTO FUND CIVIL RIGHTS AND PUBLIC INTEREST LITIGATION$1,000
TRENTON AREA SOUP KITCHEN
72 1/2 ESCHER ST PO BOX 872TRENTONNJ08605EXEMPTTO FUND SOUP KITCHENAND EMERGENCY MEAL PROGRAM$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$58,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,632ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$343ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,485ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFROM PASS THRU ENTITYDesc
Exclusion14ExclusionCd
Exclusion-$3,301ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,164ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,164TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMOSKOWITZ & ASSOCIATES CPAS TAX & ACCOUNTINGCategoryTxt
Amt$3,970Amt
Net Investment Income$3,970NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetOPPENHEIMER SECURITIES TRANSACTIONSAssetDesc
How AcquiredPurchasedHowAcquiredTxt
Sold2020-07SoldDt
Gross Sales Price$98,270GrossSalesPriceAmt
Basis$93,785BasisAmt
Total Net$4,485TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPORTFOLIO INVESTMENTSStockNm
EOY Book Value$349,670EOYBookValueAmt
EOYFMV$956,378EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$105$105
POSTAGE$157$157

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER LOSS FROM PASS THRU ENTITY-$3,301-$3,301
ROYALTIES, NET$343$343

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/(LOSS)Desc
Amt$18,165Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOPPENHEIMER INV ADVISORY FEESCategoryTxt
Amt$2,471Amt
Net Investment Income$2,471NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$979
FOREIGN TAXES$57$57

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