FURP.ORG / PUBLIC DATA EXPLORER

SAND DOLLAR W FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SAND DOLLAR W FOUNDATION (EIN 26-0239404)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-13
IRS object ID
202121339349101337
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)
Return2021-05-13T11:38:24-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362469413PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TOPEL FORMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 N MICHIGAN AVE SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260239404EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAND DOLLAR W FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O JEREMY WINTERSTEENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone3126420006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line158 THIRD STREETAddressLine1Txt
CityNEWPORTCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02840ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEREMY WINTERSTEENPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3126420006PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEREMYPersonFirstNm
Person LastWINTERSTEENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN HUEFFNERPreparerPersonNm
PTINP01087725PTIN
Phone3126420006PhoneNum

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$692,496FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$747,619ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,461NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$655,375GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$399,045CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$777,094TotalRevAndExpnssAmt
Total Net Invst Incm$399,059TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$306OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$69OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$237OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$306TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$69TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$237TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$98,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,806TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$69TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$98,737TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$678,288ExcessRevenueOverExpensesAmt
Net Investment Income$398,990NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,208SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$692,496SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$692,496SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$14,208TotalAssetsBOYAmt
Total Assets EOY$692,496TotalAssetsEOYAmt
Total Assets EOYFMV$692,496TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$14,208CapitalStockBOYAmt
Capital Stock EOY$692,496CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,208TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$692,496TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,208TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$692,496TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,208TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$678,288ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$692,496SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$692,496TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCHWAB #1884 - DETAILS AVAILABLE UPON REQUESTPropertyDesc
Acquired2001-01-01AcquiredDt
Sold2020-10-21SoldDt
Gross Sales Price$655,375GrossSalesPriceAmt
Cost Or Other Basis$256,330CostOrOtherBasisAmt
Gain Or Loss$399,045GainOrLossAmt
Gains Minus Excess Or Losses$399,045GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$399,045CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,546InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,546SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,546TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$69EsPenaltyAmt
Tax Due$5,615TaxDueAmt

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
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 BooksJEREMY WINTERSTEENIndividualWithBooksNm
Phone3126420006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121 HARRISON AVENUEAddressLine1Txt
CityNEWPORTCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02840ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEREMY WINTERSTEEN
21 HARRISON AVENUENEWPORTRI02840OFFICER, SECRETARY, DIRECTOR1.00$0$0$0
LAURENCE WINTERSTEEN
57 UPLAND ROADBROOKLINEMA02445TREASURER, DIRECTOR1.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$180,656AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$180,656TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$180,656AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,710CashDeemedCharitableAmt
Net Vl Noncharitable Assets$177,946NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,897MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,897MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,546TaxBasedOnInvestmentIncomeAmt
Total Tax$5,546TotalTaxAmt
Distributable Before Adj$3,351DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,351DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,351DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$98,737ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$98,737QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$98,737AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,351DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$111,766ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$126,942ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$119,929ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$70,703ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$70,900ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$500,240TotalExcessDistributionCyovAmt
Qualifying Distributions$98,737QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,351AppliedToCurrentYearAmt
Remaining Distri From Corpus$95,386RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$595,626TotalCorpusAmt
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$111,766ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$483,860ExcessDistriCyovToNextYrAmt
Excess From Year4$126,942ExcessFromYear4Amt
Excess From Year3$119,929ExcessFromYear3Amt
Excess From Year2$70,703ExcessFromYear2Amt
Excess From Year1$70,900ExcessFromYear1Amt
Excess From Current Year$95,386ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AQUIDNECK LAND TRUST
790 AQUIDNECK AVEMIDDLETOWNRI02842NONEPCUNRESTRICTED$100
COMMUNITY SERVINGS
179 AMORY STJAMAICA PLAINMA02130NONEPCUNRESTRICTED$7,500
FOOD FOR FREE
11 INMAN STREETCAMBRIDGEMA02139NONEPCUNRESTRICTED$300
KEY WEST LITERARY SEMINAR
717 LOVE LNKEY WESTFL33040NONEPCUNRESTRICTED$1,500
MAINE FARMLAND TRUST
97 MAINE STBELFASTME04915NONEPCUNRESTRICTED$1,000
MAINE ISLAND TRAIL ASSOCIATION
58 FORE STPORTLANDME04101NONEPCUNRESTRICTED$5,000
MAINE WOODLAND OWNERS
8 MULLIKEN CTAUGUSTAME04330NONEPCUNRESTRICTED$2,000
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STBOSTONMA02114NONEPCUNRESTRICTED$3,500
MILLBROOK SCHOOL
131 MILLBROOK SCHOOL RDMILLBROOKNY12545NONEPCUNRESTRICTED$2,500
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREETAUGUSTAME04330NONEPCUNRESTRICTED$2,000
PNA COMMUNITY GRANT PROGRAM
6532 PHINNEY AVE NSEATTLEWA98103NONEPCUNRESTRICTED$1,500
PROUT NECK ASSOCIATION
499 BLACK POINT ROADSCARBOROUGHME04074NONEPCUNRESTRICTED$200
RHODE ISLAND LAND TRUST COUNCIL
RI LAND TRUST COUNCILPO BOXRI02874NONEPCUNRESTRICTED$2,500
SCARBOROUGH LAND TRUST
7 OAK HILL TERRACE 2ND FLOORSCARBOROUGHME04074NONEPCUNRESTRICTED$50,150
SKIDMORE COLLEGE
815 N BROADWAYSARATOGA SPRINGSNY12866NONEPCUNRESTRICTED$750
SOUTHERN MAINE CONSERVATION COLLABORATIVE
217 COMMERCIAL STREET SUITE 302PORTLANDME04101NONEPCUNRESTRICTED$2,000
ST BERNARD'S SCHOOL
4 E 98TH STNEW YORKNY10029NONEPCUNRESTRICTED$250
ST JAMES CHURCH
24 WEBSTER PLBROOKLINEMA02445NONEPCUNRESTRICTED$50
STEPPING STONE FOUNDATION
1 APPLETON STREETBOSTONMA02116NONEPCUNRESTRICTED$500
THE FOOD PROJECT
424 S PULASKI STBALTIMOREMD21223NONEPCUNRESTRICTED$200
US COURT TENNIS PRESERVATION FOUNDATION (PDP)
PO BOX 194JAMESTOWNRI02635NONEPCUNRESTRICTED$5,000
US COURT TENNIS PRESERVATION FOUNDATION (WASHINGTON)
PO BOX 194JAMESTOWNRI02635NONEPCUNRESTRICTED$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,500TotalGrantOrContriPdDurYrAmt
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$14ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,461ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$29,475ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,475TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ESTATE OF MARGO WINTERSTEEN
121 HARRISON AVENUENEWPORTRI02840$121,705Yes (X)
ESTATE OF MARGO WINTERSTEEN
221 HARRISON AVENUENEWPORTRI02840$625,914Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
24,480 SHS OF APPLE INC$511,5492020-10-06
239 SHS OF ALPHABET CLASS C$57,2392020-10-06
239 SHS OF ALPHABET CLASS A$57,1262020-10-06

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$69$69$0$0
FILING FEE$237$0$0$237