BETA

PALMER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PALMER FOUNDATION (EIN 36-3700897)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-28
IRS object ID
202121489349100602
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)
Return2021-05-28T09:03:57-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521224986PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKS & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 SWEETBAY DRIVEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21804ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363700897EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PALMER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPALMBusinessNameControlTxt
Phone2025951020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3412AddressLine1Txt
CityOAKTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN E LISCHICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2025951020PhoneNum
Signature2021-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARENPersonFirstNm
Person LastLISCHICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL M O'CONNELL II CPAPFS CVAPreparerPersonNm
PTINP00213188PTIN
Phone4105465600PhoneNum

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$21,517,376FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$410,295ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$390,688DividendsRevAndExpnssAmt
Dividends Net Invst Incm$390,688DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$677,267NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,632,489GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$677,267CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$50,000IncmModificationsAdjNetIncmAmt
Total Rev And Expnss$1,478,250TotalRevAndExpnssAmt
Total Net Invst Incm$1,067,955TotalNetInvstIncmAmt
Total Adj Net Incm$50,000TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,550AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$211,945OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$98,442OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$113,503OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,045TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,045TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,688TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,688TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,721OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,721OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$238,449TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$101,487TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$136,962TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$788,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$788,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,026,549TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$101,487TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$925,062TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$451,701ExcessRevenueOverExpensesAmt
Net Investment Income$966,468NetInvestmentIncomeAmt
Adjusted Net Income$50,000AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$184,061SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$164,522SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$164,522SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,215,101CorporateStockBOYAmt
Corporate Stock EOY$7,783,600CorporateStockEOYAmt
Corporate Stock EOYFMV$11,193,104CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,086,093CorporateBondsBOYAmt
Corporate Bonds EOY$4,239,636CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,333,713CorporateBondsEOYFMVAmt
Other Investments BOY$3,635,904OtherInvestmentsBOYAmt
Other Investments EOY$4,435,102OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,826,037OtherInvestmentsEOYFMVAmt
Total Assets BOY$16,121,159TotalAssetsBOYAmt
Total Assets EOY$16,622,860TotalAssetsEOYAmt
Total Assets EOYFMV$21,517,376TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$16,121,159NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$16,622,860NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$16,121,159TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,622,860TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,121,159TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,622,860TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,121,159TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$451,701ExcessRevenueOverExpensesAmt
Other Increases$50,000OtherIncreasesAmt
Subtotal$16,622,860SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,622,860TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BMO WEALTH MANAGEMENT SHORT TERMP$4,023,572$3,961,411$62,161$62,161
BMO WEALTH MANAGEMENT LONG TERMP$7,453,051$6,993,811$459,240$459,240
CAPITAL GAINS DIVIDENDSP$155,866$155,866$155,866
FieldValueIRS element (for citing)
Capital Gain Net Income$677,267CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,434InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,434SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,434TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,979EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,979TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,545OverpaymentAmt
Applied To ES Tax$1,545AppliedToESTaxAmt
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 StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateILOrgReportOrRegisterStateCd
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 AddressTHEPALMERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksHOPLIN JACKSON CHARITABLE ADVISORSIndividualWithBooksNm
Phone7209894125PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 FILLMORE STREET SUITE 500AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80206ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY P ENROTH
PO BOX 3412OAKTONVA22124CHAIRMAN5.00$0$0$0
GRANT LISCHICK
PO BOX 3412OAKTONVA22124DIRECTOR5.00$500$0$0
JAY L OWEN
PO BOX 3412OAKTONVA22124SECRETARY5.00$0$0$0
KAREN E LISCHICK
PO BOX 3412OAKTONVA22124PRESIDENT5.00$0$0$0
SUSAN L ENROTH
PO BOX 3412OAKTONVA22124VICE PRESIDENT5.00$1,000$0$0
PETER LISCHICK
PO BOX 3412OAKTONVA22124TREASURER5.00$500$0$0
LISA ENROTH
PO BOX 3412OAKTONVA22124DIRECTOR5.00$0$0$0
MEGAN ENROTH
PO BOX 3412OAKTONVA22124DIRECTOR5.00$500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARABELLA ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 CONNECTICUT AVE NW 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSULTING SERVICESServiceTypeTxt
Compensation$113,503CompensationAmt
FieldValueIRS element (for citing)
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$20,153,432AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$174,292AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,327,724TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,327,724AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$304,916CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,022,808NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,001,140MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,001,140MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,434TaxBasedOnInvestmentIncomeAmt
Total Tax$13,434TotalTaxAmt
Distributable Before Adj$987,706DistributableBeforeAdjAmt
Recoveries Qualfied Distri$50,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,037,706DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,037,706DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$925,062ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$925,062QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$925,062AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,037,706DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$19,350ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$19,350TotalExcessDistributionCyovAmt
Qualifying Distributions$925,062QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$925,062AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$19,350ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$19,350ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$93,294UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY P ENROTHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALDEA
1732 1ST AVENUENEW YORKNY26867N/APCGENERAL$25,000
ALTRUSA INTERNATIONAL FOUNDATION OF DOOR COUNTY WI INC
PO BOX 523STURGEON BAYWI54235N/APCGENERAL$1,500
ARTISTYEAR
580 E MASSACHUSETTS AVENUESOUTHERN PINESNC28387N/APCGENERAL$50,000
CARTHAGE COLLEGE
2001 ALFORD PARK DRIVEKENOSHAWI53140N/APCGENERAL$25,000
COMUNITY FOUNDATION OF THE VIRGIN ISLANDS
PO BOX 4760 ROAD TOWNROAD TOWNVI00801N/APCGENERAL$52,000
DAILY TABLE
420 WASHINGTON STDORCHESTERMA02124N/APCGENERAL$9,750
DOOR COUNTY COMMUNITY FOUNDATION INC
PO BOX 802STURGEON BAYWI54235N/APCGENERAL$1,500
DUKE-FUQUA SCHOOL OF BUSINESS
100 FUQUA DRIVEDURHAMNC27708N/APCGENERAL$6,000
FABRETTO CHILDREN'S FOUNDATION
1563 SHERMAN AVEEVANSTONIL60201N/APCGENERAL$38,000
FAMILY SUPPORT CENTER OF SOUTH SOUND
3545 7TH AVE SWOLYMPIAWA98501N/APCGENERAL$13,000
GEORGETOWN UNIVERSITY - MCDONOUGH SCHOOL OF BUSINESS
3700 O ST NWWASHINGTONDC20057N/APCGENERAL$32,000
HACIENDA COMMUNITY DEVELOPMENT CORPORATION
6700 NE KILLINGSWORTH STPORTLANDOR97218N/APCGENERAL$8,500
HOFFMAN INSTITUTE FOUNDATION
1299 FOURTH ST SUITE 600SAN RAFAELCA94901N/APCGENERAL$20,000
KEMPER CENTER
6501 3RD AVENUEKENOSHAWI53143N/APCGENERAL$30,000
MILE HIGH CANINE RESCUE
2700 GRACE WAY RDMEADCO80542N/APCGENERAL$3,000
NATIONAL MARINE SANCTUARY FOUNDATION
8601 GEORGIA AVE SUITE 510SILVER SPRINGMD20910N/APCGENERAL$50,000
NATIONAL WILDLIFE FEDERATION
20 RIDGELY AVE SUITE 203ANNAPOLISMD21403N/APCGENERAL$50,000
PARTNER FOR SURGERY
1450 EMERSON AVENUE APT 107MCLEANVA22101N/APCGENERAL$35,000
PENINSULA SCHOOL OF ART
PO BOX 304FISH CREEKWI54212N/APCGENERAL$80,200
PLAYERS AGAINST HATE
8285 ELKO DRIVEELLICOTT CITYMD21043N/APCGENERAL$9,750
SOUTHERN ENVIRONMENTAL LAW CENTER
201 WEST MAIN STREET SUITE 14CHARLOTTESVILLEVA22902N/APCGENERAL$50,000
SOVEREIGN ORDER OF ST JOHN OF JERUSALEM KNIGHTS HOSPITALLER
PO BOX 764PALM BEACHFL33480N/APCGENERAL$55,000
SOWERS OF SEEDS
2544 CARRIAGE DRIVEMILLIKENCO80543N/APCGENERAL$500
TEAM RUBICON
6171 W CENTURY BLVD SUITE 310LOS ANGELESCA90045N/APCGENERAL$5,000
THE MIRACLE FOUNDATION
1506 WEST 6TH STAUSTINTX78703N/APCGENERAL$12,000
UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION
211 EMMET STREET SOUTH PO BOXCHARLOTTESVILLEVA22904N/APCGENERAL$5,000400331
WEYMOUTH CENTER
PO BOX 457 555 E CONNECTICUT AVESOUTHERN PINESNC28387N/APCGENERAL$37,400
WRITE ON THE DOOR COUNTY
PO BOX 457 4177 JUDDVILLE RDFISH CREEKWI54212N/APCGENERAL$75,000
YEAR UP PUGET SOUND
2607 2ND AVESEATTLEWA98121N/APCGENERAL$8,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$788,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$390,688ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$677,267ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,067,955ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,067,955TotalIncomeProducingActyAmt

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
MARY P ENROTH
11380 BURNING TREE ROADPINEHURSTNC28374$404,995Yes (X)Yes (X)
LISA AND CHARLLY ENROTH
2338 MCGREGOR LANEJOHNSTOWNCO80534$5,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2,225 SHARES OF CATERPILLAR COMMON STOCKNoncashPropertyDesc
Fair Market Value$404,995FairMarketValueAmt
Received2020-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,550Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,550DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBMO CORPORATE BONDSBondNm
EOY Book Value$4,239,636EOYBookValueAmt
EOYFMV$4,333,713EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBMO STOCKSStockNm
EOY Book Value$7,783,600EOYBookValueAmt
EOYFMV$11,193,104EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBMO OTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,435,102BookValueAmt
EOYFMV$5,826,037EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES & POSTAGE$440$0$440
DIRECTORS INSURANCE$1,508$0$1,508
MEMBERSHIP FEES$1,080$0$1,080
FILING AND REGISTRATION FEES$977$0$977
SOFTWARE LICENSE FEES$3,312$0$3,312
BANK CHARGES$404$0$404

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR RETURNED GRANT (REPAID OUT)Desc
Amt$50,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK INVESTMENT MANAGEMENT$98,442$98,442$0
EXECUTIVE MANAGEMENT & CONSULTING FEES$113,503$0$113,503

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$3,045Amt
Net Investment Income$3,045NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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