BALGLEY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BALGLEY FAMILY CHARITABLE FOUNDATION (EIN 83-1150552)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-24
IRS object ID
202111759349100326
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)
Return2021-06-24T15:41:48-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113670147PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOANE & DOANE PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BLVD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831150552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BALGLEY FAMILY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBALGBusinessNameControlTxt
Phone5616560200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BOULEVARD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREBECCA G DOANEPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5616560200PhoneNum
Signature2021-06-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstREBECCAPersonFirstNm
Person LastDOANEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDELL C DOANEPreparerPersonNm
PTINP01446855PTIN
Phone5616560200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,040,316FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,016InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,016InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$65,655DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,655DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,803NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,911,579GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$58,868TotalRevAndExpnssAmt
Total Net Invst Incm$66,671TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$348TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$348TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,348TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,520ExcessRevenueOverExpensesAmt
Net Investment Income$66,671NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,598,362SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,348,720SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,348,720SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$2,357,992CorporateStockEOYAmt
Corporate Stock EOYFMV$2,791,426CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$2,900,169CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,900,169CorporateBondsEOYFMVAmt
Total Assets BOY$7,598,362TotalAssetsBOYAmt
Total Assets EOY$7,606,882TotalAssetsEOYAmt
Total Assets EOYFMV$8,040,316TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,598,362RetainedEarningBOYAmt
Retained Earning EOY$7,606,882RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,598,362TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,606,882TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,598,362TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,606,882TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,598,362TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,520ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,606,882SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,606,882TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
20 AMAZON.COM2020-08-172020-12-17$64,341$62,251$2,090$2,090
500 CITI GROUP INC2020-07-092020-11-11$16,350$9,357$6,993$6,993
400 CHEVRON CORP2020-03-052020-03-19$20,810$35,873-$15,063-$15,063
500 EXXON MOBIL2020-02-242020-03-19$16,762$28,868-$12,106-$12,106
200 PROCTOR & GAMBLE CO2020-03-062020-12-18$27,712$23,852$3,860$3,860
250 3M CO2020-03-032020-12-17$43,800$37,378$6,422$6,422
.237 VIATRIS INC2020-03-052020-11-20$4$3$1$1
GOLDMAN SACHS SQ GOVT FST2020-01-172020-12-17$4,721,800$4,721,800$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,803CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$927InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$927SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$927TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Overpayment$1,072OverpaymentAmt
Applied To ES Tax$1,072AppliedToESTaxAmt
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 AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1REBECCA G DOANEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5616560200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BOULEVARD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REBECCA G DOANE
2979 PGA BOULEVARD SUITE 201PALM BEACH GARDENSFL33410TRUSTEE1.00$0$0$0
MEREDITH A BALGLEY
232 BULL CREEK ROADASHEVILLENC288058702TRUSTEE1.00$0$0$0
JOEL F BALGLEY
P O BOX 530623ST PETERSBURGFL337470623TRUSTEE1.00$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

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$9,385,140AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$796,423AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,181,563TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,181,563AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$152,723CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,028,840NetVlNoncharitableAssetsAmt
Minimum Investment Return$501,442MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$501,442MinimumInvestmentReturnAmt
Tax Based On Investment Income$927TaxBasedOnInvestmentIncomeAmt
Total Tax$927TotalTaxAmt
Distributable Before Adj$500,515DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$500,515DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$500,515DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$500,515DistributableAsAdjustedAmt
Undistributed Income PY$46,709UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Applied To Year1$46,709AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,291AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$497,224UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonREBECCA G DOANERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12979 PGA BOULEVARD SUITE 201AddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5616560200RecipientPhoneNum
Recipient Email AddressRGDOANE@DOANELAW.COMRecipientEmailAddressTxt
Form And Info And MaterialsNO REQUIRED FORMAT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847501(C)(3)ASSIST REFUGEES AND DISPLACED PEOPLE RESPONSIVE TO INTERNATIONAL HUMANITARIAN CRISES$3,000
WORLD CENTRAL KITCHEN
655 NEW YORK AVE NW 6TH FLOORWASHINGTONDC20001501(C)(3)DISASTER RESPONSE RESTORING FOOD SYSTEMS$2,500
DOGWOOD ALLIANCE
PO BOX 7645ASHEVILLENC28802501(C)(3)PROTECT DIVERSE COMMUNITIES AND FORESTS OF SOUTHERN US FROM DEFORESTATION$2,000
ASHEVILLE HOUSING DEVELOPMENT INC
165 SOUTH FRENCH BROAD AVEASHEVILLENC28802501(C)(3)PROVIDE HEALTHY MEALS TO NEEDY PEOPLE IN THE COMMUNITY, SUPPORT LOCAL FAMILY FARMS GROWING FRESH PRODUCE$2,000
MALALA FUND
POO BOX 53347WASHINGTONDC20009501(C)(3)CHAMPIONS THE RIGHT TO 12 YEARS FREE, SAFE, QUALITY EDUCATION FOR GIRLS AROUND THE WORLD$2,000
THE LAND INSTITUTE
2440 EAST WATER WELL ROADSALINAKS67401501(C)(3)DEVELOP NATURAL SYSTEMS OF AGRICULTURE REDUCE OR ELIMINATE NEGATIVE IMPACTS OF INDUSTRIAL AGRICULTURE$1,700
350ORG
PO BOX 843004BOSTONMA022843004501(C)(3)ACCELERATE TRANSITON OF RENEWABLE ENERGY$1,700
THE NATURE CONSERVANCY
4245 NORTH FAIRFAX DR SUITE 100ARLINGTONVA22203501(C)(3)ENVIRONMENT CONSERVATION$1,500
FRIENDSHIP BRIDGE
405 URBAN STREET SUITE 140LAKEWOODCO80228501(C)(3)EMPOWER IMPOVERISHED WOMEN$1,500
SUNRISE MOVEMENT EDUCATION FUND
50 F SREET NW SUITE 700WASHINGTONDC20001501(C)(3)STOP CLIMATE CHANGE AND CREATE JOBS$1,200
EARTH GUARDIANS
3980 BROADWAY 103-229BOULDERCO80304501(C)(3)PROTECT BIODIVERSITY THROUGH INNOVATIVE TECHNOLOGY$1,200
CITIZENS CLIMATE EDUCATION
1330 ORANGE AVE 309CORONADOCA92118501(C)(3)RESOURCES TO ADVOCATE FOR IMPACTFUL CLIMATE SOLUTIONS$1,200
DAYENU
475 RIVERSIDE DRIVE SUITE 1800NEW YORKNY10015SUPPORT CLIMATE CRISIS SOLUTIONS A JEWISH CALL TO CLIMATE ACTION$1,200
SOIL HELATH ACADEMY
1908 SPRING DR NWFORT PAYNEAL35968501(C)(3)TEACH/ASSIST FARMERS, RANCHERS IN APPLYING REGENERATE AGRICULTURE PRINCIPLES$1,200
CHARITABLE ALLIES
9100 PURDUE ROAD 114INDIANAPLOLISIN46268501(C)(3)RELIEF FUND ARTISTS AFFECTED BY COVID 19$600
THE PITTSBURGH FOUNDATION
FIVE PPG PLACE SUITE 250PITTSBURGHPA15222501(C)(3)PROMOTES RESPONSIBLE PHILANTHROPY AND CONNECTS DONORS TO THE CRITICAL NEEDS OF THE COMMUNIITY$500
UNIVERSITY OF CHARLSESTON
2300 MACCORKLE AVE SECHARLESTONWV25304501(C)(3)PRIVATE UNIVERSITY$2,500
FORMAN SCHOOL
12 NORFOLK RD PO BOX 80LITCHFIELDCT067590080501(C)(3)PRIVATE COLLEGE PREPRATORY SCHOOL FOR HIGH SCHOOL AND POST-GRADUATE STUDENT WITH DIAGNOSED LEARNING DIFFERENCES$400
UNIVERSITY OF HARTFORD
200 BLOOMFIELD AVEWEST HARTFORDCT06117501(C)(3)PRIVATE UNIVERSITY STUDENT ASSISTANCE$3,200
SIMON WEISENTHAL CENTER
1399 SOUTH ROXBURY DRLOS ANGELESCA90035501(C)(3)JEWISH GLOBAL HUMAN RIGHTS AND HATE RESEARCH ORGANIZATION$600
GULFPORT MULTIPORPOSE SENIOR CENTER
5501 27TH AVENUE SGULFPORTFL33707501(C)(3)RAISES AND DISTRIBUTES FUNDS THAT ENHANCE AND SUPPORT HEALTH, EDUCATIONAL AND SOCIAL RECREATION PROGRAMS$500
DOCTORS WITHOUT BORDERS
40 RECTOR STEETNEW YORKNY10006501(C)(3)HUMANITARIAN MEDICAL PROJECTS$1,000
JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD
33 BLOOMFIELD AVEWEST HARTFORDCT06117501(C)(3)COLLECTS, PRESERVES AND SHARES THE HISTORY OF THE JEWISH COMMUNITY OF THE REGION$500
AMERICAN YOUTH HOSTELS
8401 COLESVILLE ROAD SUITE 600SILVER SPRINGMD20910501(C)(3)OPERATES YOUTH HOSTELS AND RUNS PROGRAMS$600
FATHER RAY'S SPONSOR A CHILD FOUNDATION
456 THANINGTON CLOSEPALM HARBORFL34683501(C)(3)ASSISTS NEEDY CHILDREN PRIMARILY IN THE US AND THAILAND$500
METROPOLITAN MINISTRIES
2002 NORTH FLORIDA AVENUEPALM HARBORFL34683501(C)(3)HELPS HOMELESS AND AT RISK IN HILLSBOOUGH, PINELLAS, POLK AND PASCO COUNTIES FLORIDA$700
ST JUDES CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105501(C)(3)RESEARCH PEDIATIRC CATASTROPHIC DISEASES$1,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905501(C)(3)ACADEMIC MEDICAL CENTER FOCUSED ON INTEGRATED PATIENT CARE, EDUCATION, RESEARCH$1,000
SMITH COLLEGE
STODDARD ANNEX 23 ELM STREETNORTHHAMPTONMA01063501(C)(3)PRIVATE COLLEGE$1,000
BARBER-SCOTIA COLLEGE
145 CABARRUS AVENUE WESTCONCORDNC28025501(C)(3)HISTORICALLY BLACK COLLEGE AFFILIATED WITH PRESBYTERIAN CHURCH$1,000
XAVIER UNIVERSITY OF LOUISIANA
1 DREXEL DRIVE BOX 66NEW ORLEANSLA70125501(C)(3)PRIVATE HISTORICALLY BLACK ROMAN CATHOLIC UNIVERSITY$500
UNIERSITY OF SAINT JOSEPH
1678 ASYLUM AVENUEWEST HARTFORDCT06117501(C)(3)PRIVATE ROMAN CATHOLIC UNIVERSITY$2,000
CENTRAL CONNECTICUT STATE UNIVERSITY
1615 STANLEY STREETNEW BRITAINCT06050501(C)(3)PUBLIC UNIVERSITY$2,500
DATMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHARTFORDCT06103501(C)(3)PRIVATE RESEARCH UNIVERSITY$2,000
WADSWORTH ATHENEUM MUSEUM OF ART
600 MAIN STREETHARTFORDCT06103501(C)(3)ART MUSEUM$500
THE MARK TWAIN HOUSE & MUSEUM
351 FARMINGTON AVENUEHARTFORDCT061054401501(C)(3)NATIONAL HISTORIC LANDMARK & MUSEUM$500
NOAH WEBSTER HOUSE
227 SOUTH MAIN STREETWEST HARTFORDCT06107501(C)(3)NATIONAL HISTORIC LANDMARK & MUSEUM$500
HARRIET BEECHER STOWE CENTER
77 FOREST AVENUEHARTFORDCT061054401501(C)(3)PRESERVES STOWE'S HOUSE AND PROMOTES HER LIFE WORK$500
BLUEFILD STATE COLLGE
219 ROCK STREETBLUEFILDWV24701PROMOTES GENERAL WELFARE OF STATE COLLEGE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt
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$1,016ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,655ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,803ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$58,868ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,868TotalIncomeProducingActyAmt

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

Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts

FieldValueIRS element (for citing)
Medium ExplanationNONEMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTAXABLE BONDSBondNm
EOY Book Value$2,900,169EOYBookValueAmt
EOYFMV$2,900,169EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED STOCKSStockNm
EOY Book Value$2,357,992EOYBookValueAmt
EOYFMV$2,791,426EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELD ON DIVIDENDSCategoryTxt
Amt$348Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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