OAKLAWN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OAKLAWN FOUNDATION (EIN 13-6127896)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-27
- IRS object ID
- 202112399349100211
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-27T10:54:53-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061467807 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD M DEDON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 MYANO LN STE 34 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069024532 | 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 | 136127896 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OAKLAWN FOUNDATIONINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKL | BusinessNameControlTxt |
| Phone | 2036373784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO WILLIAM S KIES III POB 272 | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S KIES III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2036373784 | PhoneNum |
| Signature | 2021-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | KIES III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD M DEDON | PreparerPersonNm |
| PTIN | P00009668 | PTIN |
| Phone | 2033591188 | PhoneNum |
| Preparation | 2021-08-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $22,856,944 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $345,406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,406 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,924,991 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,445,690 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,924,991 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,270,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,270,416 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,508 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,567 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $105,692 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $413 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,718 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $162 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $32 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,446 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $145 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,301 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,215 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $820,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $820,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,040,587 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $887,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,229,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,262,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,844 | CashBOYAmt |
| Cash EOY | $50,033 | CashEOYAmt |
| Cash EOYFMV | $50,033 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $981,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $865,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $865,489 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,544,534 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,492,551 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,493,559 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,878,005 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,159,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,966,437 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,417,792 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,505,293 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,481,378 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,957 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $210 | LandBOYAmt |
| Land EOY | $48 | LandEOYAmt |
| Land EOYFMV | $48 | LandEOYFMVAmt |
| Total Assets BOY | $12,842,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,072,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,856,944 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,842,008 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,072,607 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,842,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,072,607 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,842,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,072,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,842,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,229,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $770 | OtherIncreasesAmt |
| Subtotal | $14,072,607 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,072,607 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DETAILS AVAILABLE UPON REQUEST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,445,690 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,520,699 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,924,991 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,924,991 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,924,991 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,455 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,455 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,455 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $545 | OverpaymentAmt |
| Applied To ES Tax | $545 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | 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 | ELIZABETH K RAFTERY THE OAKLAWN F | IndividualWithBooksNm |
| Phone | 2032498035 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7065 | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN K GRIMM | ||||||||
| 80 FIELD POINT ROAD PO BOX 2220 | GREENWICH | CT | 06836 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM S KIES III | ||||||||
| 15 GRANT AVENUE | OLD GREENWICH | CT | 06870 | PRESIDENT/DIRECTOR | 25.00 | $30,000 | $0 | $0 |
| AUDREY S PAIGHT | ||||||||
| 2991 EAGLE ESTATES CIRCLE WEST | CLEARWATER | FL | 34681 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BETSY K RAFTERY | ||||||||
| 34 WICKS END LANE | WILTON | CT | 06897 | TREASURER/DIRECTOR | 25.00 | $24,000 | $0 | $0 |
| JOSEPH PAIGHT | ||||||||
| 1105 FLORES DE AVILA | TAMPA | FL | 33613 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM S KIES IV | ||||||||
| 19 MEADOW DRIVE | COS COB | CT | 06807 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JONATHAN M WELLS | ||||||||
| 90 RIVER ROAD | COS COB | CT | 06807 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILLESPIE ROBINSON & GRIMM INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FIELD POINT ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $93,452 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT ACTIVITIES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,361,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $941,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $129 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,303,042 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,303,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $304,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,998,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $999,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $999,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,455 | TotalTaxAmt |
| Distributable Before Adj | $968,470 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $968,470 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $968,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $887,215 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $887,215 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $887,215 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $968,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $308,899 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $887,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $308,899 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $578,316 | 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 | $390,154 | 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) |
|---|---|---|
| Contributing Manager | WILLIAM S KIES III | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM S KIES III PRESIDENTOAKLAWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 272 | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2036373784 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE DATA AS TO THE PURPOSE AND PROPOSED USE OF THE GRANT; PERTINENT FINANCIAL DATA SHOULD BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT SUBMISSIONS NEED TO BE SUBMITTED BY FEBRUARY 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTEE MUST BE AN EXEMPT ORGANIZATION UNDER SECTION 501(C) OF THE INTERNAL REVENUE CODE. NO OTHER SPECIAL FACTORS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 99 INDIAN FIELD ROAD | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITIES | CORONAVIRUS OUTBREAK BLOOD SCALES/BIOMEDICAL SVCES | $20,000 |
| ASCUTNEY OUTDOORS | |||||||
| PO BOX 101 | BROWNSWVILLE | VT | 05037 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $3,500 |
| BETSY'S PARK | |||||||
| PO BOX 688 | HOLDERNESS | NH | 03248 | NONE | PUBLIC CHARITIES | 2020 PLEDGE YEAR 1 OF 5 | $10,000 |
| BOYS & GIRLS CLUB GREENWICH | |||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITIES | GENERAL OPERATING SUPPORT AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $25,000 |
| BRUNSWICK SCHOOL | |||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITIES | SCHOLARSHIP FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $5,000 |
| CENTER FOR EDUCATIONAL INNOVATION | |||||||
| 28 WEST 44TH STREET STE 801 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITIES | PROJECT "BOOST" | $25,000 |
| CHOATE-ROSEMARY HALL | |||||||
| 333 CHRISTIAN STREET | WALLINGFORD | CT | 06492 | NONE | PUBLIC CHARITIES | SCHOLARSHIP FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $27,000 |
| CLEARWATER COMMUNITY SAILING CENTER | |||||||
| 1001 GULF BLVD | CLEARWATER | FL | 33767 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $5,000 |
| COLBY COLLEGE | |||||||
| 4000 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | PUBLIC CHARITIES | 2019 PLEDGE YEAR 2 OF 5 AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $37,500 |
| DARDEN SCHOOL FOUNDATION | |||||||
| UNIV OF VA PO BOX 400807 | CHARLOTTESVILLE | VA | 229073015 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $3,000 |
| DOMUS KIDS INC | |||||||
| 83 LOCKWOOD AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITIES | DOMUS KNIGHTS 2020 GRANT | $25,000 |
| FRIENDS OF AMBLER FARM | |||||||
| PO BOX 7442 | WILTON | CT | 06897 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $500 |
| FRIENDS OF THE NORWALK RIVER VALLEY TRAIL | |||||||
| PO BOX 174 | GEORGETOWN | CT | 06829 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $2,500 |
| GREENWICH ACADEMY | |||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITIES | MULTI YEAR GRANT TO SCHOLARSHIP FUND YEAR 3 OF 4 | $20,000 |
| GREENWICH ALLIANCE FOR EDUCATION | |||||||
| 49 MAPLE AVE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $1,000 |
| GREENWICH COMMUNITY GARDENS | |||||||
| PO BOX 4743 | GREENWICH | CT | 06831 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $1,000 |
| GREENWICH FAMILY CENTERS | |||||||
| 40 ARCH STREET POB 7550 | GREENWICH | CT | 06836 | NONE | PUBLIC CHARITIES | GREENWICH HEAD START; THANKSGIVING MEALS | $29,000 |
| GREENWICH LAND TRUST | |||||||
| 370 ROUND HILL ROAD | GREENWICH | CT | 06831 | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $1,000 | |
| HILSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PUBLIC CHARITIES | MULTI YEAR GRANT TO SCHOLARSHIP FUND YEAR 2 OF 4 | $25,000 |
| INNER CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE 14TH FL | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITIES | HIGH SCHOOL AWARD PROGRAM AND SCHOLARSHIP; MULTI YEAR GRANTS 1 OF 5 YEARS | $30,000 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | NONE | PUBLIC CHARITIES | 2020 PLEDGE KIC EDUCATION SVCES AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $40,000 |
| LAUREL HOUSE | |||||||
| 1616 WASHINGTON BLVD | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITIES | 2020 GRANT SUPPORTIVE HOUSING PROGRAM | $20,000 |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITIES | EDUCATION REFORM INITIATIVE | $20,000 |
| MANLIUS PEBBLE HILL SCHOOL | |||||||
| 5300 JAMESVILLE ROAD | SYRACUSE | NY | 13224 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $3,500 |
| MORNING STAR CATHOLIC SCHOOL | |||||||
| 210 E LINEBAUGH AVENUE | TAMPA | FL | 33612 | NONE | PUBLIC CHARITIES | MULTI YEAR GRANT YEAR 3 OF 3 TUITION ASSISTANCE | $10,000 |
| MOUNT DORA CHRISTIAN ACADEMY & CHILDREN'S HOME | |||||||
| 301 WEST 13TH AVENUE | MOUNT DORA | FL | 32757 | NONE | PUBLIC CHARITIES | SCHOLARSHIP FUND,BIOMEDICAL SCIENCE AND ENGINEERING INSTITUTES AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $40,000 |
| NATIONAL MS SOCIETY | |||||||
| 659 TOWER AVENUE FIRST FLOOR | HARTFORD | CT | 06112 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $1,500 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $7,500 |
| PATHWAYS INC | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 06830 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $500 |
| PUTNAM INDIAN FIELD SCHOOL | |||||||
| 101 INDIAN FIELD ROAD | COS COB | CT | 06807 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $500 |
| SCSU FOUNDATION INC | |||||||
| 501 CRESCENT STREET | NEW HAVEN | CT | 065151355 | NONE | PUBLIC CHARITIES | 2020 GRANT AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $50,000 |
| SOUNDWATERS | |||||||
| COVE ISLAND PARK 1281 COVE ROAD | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITIES | 2020 GRANT DISTANCE LEARNING AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $27,000 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | NONE | PUBLIC CHARITIES | YEAR 3 OF 5 TO SCHOLARSHIP FUND AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $32,500 |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 200 RIVERSIDE AVE | RIVERSIDE | CT | 06878 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $2,000 |
| STAMFORD MUSEUM AND NATURE CENTER | |||||||
| 39 SCOFIELDTOWN ROAD | STAMFORD | CT | 06903 | NONE | PUBLIC CHARITIES | PLEDGE FOR EDUCATION PROGRAMS AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $27,000 |
| STARK MOUNTAIN FOUNDATION | |||||||
| PO BOX 1221 | WAITSFIELD | VT | 05673 | NONE | PUBLIC CHARITIES | MULTI YEAR GRANT PRESERVE OUR PARADISE CAMPAIGN YEAR 3 OF 5 | $3,000 |
| SUMMER ON THE HILL | |||||||
| 4662 TIBBET AVENUE | BRONX | NY | 10471 | NONE | PUBLIC CHARITIES | 2020 GRANT EDUCATION PROGRAMS | $25,000 |
| THE HILL SCHOOL | |||||||
| 717 EAST HIGH STREET | POTTSTOWN | PA | 19464 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION AND TUTTLE MUSIC SCHOLARSHIP AND ASPIRE FACULTY ENRICHMENT | $44,000 |
| U OF VT & STATE AGRICULTURE FOUNDATION | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $7,500 |
| UNC WILMINGTON | |||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035990 | NONE | PUBLIC CHARITIES | MULTI YEAR PLEDGE SCHOLARSHIP AND GPAC YEAR 1 OF 5 | $40,000 |
| UNIVERSITY OF THE CUMBERLANDS | |||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | NONE | PUBLIC CHARITIES | MULTI YEAR PLEDGE SCHOLARSHIP FUND YEAR 1 OF 5; PRESIDENT'S DISCRETIONARY FUND 2020 GRANT | $50,000 |
| UVM FOUNDATION | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITIES | YEAR 2 OF 2 OAKLAWN FOUNDATION SCHOLARSHIPS | $10,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19805 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $1,500 |
| WATERSIDE SCHOOL | |||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITIES | 2020 PLEDGE YEAR 2 OF 3 FOR OAKLAWN FOUNDATION SCHOLARSHIPS AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $32,000 |
| WEST WINDSOR HISTORICAL SOCIETY | |||||||
| PO BOX 12 | BROWNSVILLE | VT | 05037 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $1,000 |
| WILTON LIBRARY ASSOCIATION | |||||||
| 137 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | NONE | PUBLIC CHARITIES | DIRECTOR'S GRANT TO 501C ORGANIZATION | $1,000 |
| WOODCOCK NATURE CENTER | |||||||
| 56 DEER RUN ROAD | WILTON | CT | 06897 | NONE | PUBLIC CHARITIES | SUMMER CAMP SCHOLARSHIPS AND DIRECTOR'S GRANT TO 501C ORGANIZATION | $7,000 |
| WORKPLACE INC | |||||||
| 350 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITIES | SCHOLARSHIP FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $820,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| BETSY'S PARK | |||||||
| PO BOX 688 | HOLDERNESS | NH | 03248 | PUBLIC CHARITIES | MULTI YEAR GRANT: $10,000 FOR 2021-2024 | $40,000 | |
| COLBY COLLEGE | |||||||
| 4000 MAYFLOWER HILL | WATERVILLE | ME | 04901 | PUBLIC CHARITIES | MULTI YEAR GRANT: $30,000 FOR 2021-2023 | $90,000 | NONE |
| GREENWICH ACADEMY | |||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | PUBLIC CHARITIES | MULTI YEAR GRANT: $20,000 FOR 2021 | $20,000 | NONE |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | PUBLIC CHARITIES | MULTI YEAR GRANT: $25,000 FOR 2021-2022 | $50,000 | NONE |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE 14TH FL | NEW YORK | NY | 10022 | PUBLIC CHARITIES | MULTI YEAR GRANT: $30,000 FOR 2021-2024 | $120,000 | NONE |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | PUBLIC CHARITIES | MULTI YEAR GRANT: $30,000 FOR 2021-2022 | $60,000 | NONE |
| STARK MOUNTAIN FOUNDATION | |||||||
| PO BOX 1221 | WAITSFIELD | VT | 05673 | PUBLIC CHARITIES | MULTI YEAR GRANTS: $3,000 FOR 2021-2022 | $6,000 | |
| UNC WILMINGTON | |||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035990 | PUBLIC CHARITIES | MULTI YEAR GRANTS: $40,000 FOR 2021-2024 | $160,000 | |
| UNIVERSITY OF THE CUMBERLANDS | |||||||
| 6191 COLLEGE STATION DRIVE | WILLIAMSBURG | KY | 40769 | PUBLIC CHARITIES | MULTI YEAR SCHOLARSHIP GRANT: $25,000 FOR 2021-2024 | $100,000 | |
| WATERSIDE SCHOOL | |||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | PUBLIC CHARITIES | MULTI YEAR GRANT: $25,000 FOR 2021 | $25,000 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $671,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,406 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,924,991 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,270,416 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,270,416 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDWARD M. DEDON,CPA (ACCTG & TAX PREP) | CategoryTxt |
| Amt | $15,075 | Amt |
| Net Investment Income | $1,508 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,567 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER/FAX MACHINE | 1992-06-15 | $3,385 | $3,385 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 1992-06-15 | $5,148 | $5,148 | SL | 7.000000000000 | $0 | $0 |
| COPIER | 1994-06-15 | $1,100 | $1,100 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 1996-08-15 | $2,403 | $2,403 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE | 1996-12-01 | $353 | $353 | SL | 7.000000000000 | $0 | $0 |
| PRINTER | 1998-03-08 | $236 | $236 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2000-01-15 | $1,605 | $1,605 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2004-12-08 | $779 | $779 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE | 2004-04-15 | $1,646 | $1,646 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER & PRINTER | 2010-10-06 | $1,443 | $1,443 | SL | 5.000000000000 | $0 | $0 |
| DELL LAPTOP MODEL 7537 | 2015-10-26 | $744 | $615 | SL | 5.000000000000 | $129 | $0 |
| PRINTER/COPIER | 2017-02-07 | $163 | $82 | SL | 5.000000000000 | $33 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REPLACING PAPER FILED RETURN WITH E-FILED RETURN. | IdentifierTxt |
| Form And Line Reference | 990 PF PART IV LINE 1A | FormAndLineReferenceDesc |
| Medium Explanation | AN ATTEMPT WAS MADE TO E-FILE THE RETURN BY THE ORIGINAL DUE DATE BUT THE SOFTWARE DID NOT ALLOW THE INCLUSION OF ANY PDF ATTACHEMENTS FOR THE DETAILED SCHEDULES OF INVESTMENTS OR SALES OF SECURITIES SO A PAPER RETURN WAS FILED BY THE DUE DATE TO INCLUDE THESE SCHEDULES. SUBSEQUENTLY THE PAPER FILING WAS RETURNED BY THE IRS REQUESTING THAT THE RETURN BE E-FILED WITHIN 10 DAYS OF THE DATE OF THE LETTER WHICH WAS JULY 26, 2021. UNFORTUNATELY THE PRESIDENT WHO RECEIVES ALL THE FOUNDATION'S MAIL IN A POST OFFICE BOX WAS AWAY AND HAD THE MAIL HELD UNTIL HIS RTURN WHICH WAS JUST RECENTLY.REVISIONS HAVE BEEN MADE TO THE RETURN TO ENABLE IT TO BE E-FILED. THE DETAIL SCHEDULES FOR THE SALES OF SECURITIES AND INVESTMENTS ARE NOT INCLUDED IN E-FILING BUT ARE AVAILABLE UPON REQUEST.IT IS REQUESTED THAT ANY PENALTIES BE ABATED AS A BONA FIDE ATTEMPT WAS MADE TO ORIGINALLY E-FILE THE RETURN BUT DUE TO THE INABILITY TO ATTACH THE SCHEDULES ELECTRONICALLY A PAPER RETURN WAS FILED INSTEAD. A TIMELY REPONSE TO THE IRS NOTICE TO E-FILE THE RETURN WAS NOT ACCOMPLISHED SINCE THE NOTICE WAS NOT AVAILABLE UNTIL AFTER THE 10 DAY WINDOW. THANK YOU FOR YOUR CONSIDERATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS & BOND ETF | BondNm |
| EOY Book Value | $2,505,293 | EOYBookValueAmt |
| EOYFMV | $2,481,378 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK & EQUITY ETF | StockNm |
| EOY Book Value | $7,159,196 | EOYBookValueAmt |
| EOYFMV | $15,966,437 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,492,551 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,493,559 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER/FAX MACHINE | $3,385 | $3,385 | $0 | $0 |
| FURNITURE & FIXTURES | $5,148 | $5,148 | $0 | $0 |
| COPIER | $1,100 | $1,100 | $0 | $0 |
| COMPUTER | $2,403 | $2,403 | $0 | $0 |
| FURNITURE | $353 | $353 | $0 | $0 |
| PRINTER | $236 | $236 | $0 | $0 |
| COMPUTER | $1,605 | $1,605 | $0 | $0 |
| COMPUTER | $779 | $779 | $0 | $0 |
| FURNITURE | $1,646 | $1,646 | $0 | $0 |
| COMPUTER & PRINTER | $1,443 | $1,443 | $0 | $0 |
| DELL LAPTOP MODEL 7537 | $744 | $744 | $0 | $0 |
| PRINTER/COPIER | $163 | $115 | $48 | $48 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE MAINTENANCE & EXPENSES | $646 | $65 | $581 |
| FILING FEES | $800 | $80 | $720 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $770 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GILLESPIE,ROBINSON & GRIMM, INC. (INVESTMENT MANAGEMENT FEES) | $93,452 | $0 | $0 |
| BANK OF NEW YORK (CUSTODY FEES) | $12,240 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,131 | $413 | $3,718 |
| FEDERAL EXCISE PAID | $40,049 | $0 | $0 |
Comments