ANTHONY FORD CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY FORD CHARITABLE FOUNDATION (EIN 83-1765204)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-28
- IRS object ID
- 202132719349101203
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-28T09:50:38-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 831765204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony Ford Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY V THOMPSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTHONY V | PersonFirstNm |
| Person Last | THOMPSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $13,239,588 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,649 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,649 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $178,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,535,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,694 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $277,498 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,498 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $33,052 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $33,052 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,052 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,352 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $277,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,502,105 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,118 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $382,722 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $382,300 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,176,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,397,565 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,826,170 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,678,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,811,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,239,588 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,678,959 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,811,405 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,678,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,811,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,678,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,811,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,678,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,446 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,811,405 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,811,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,535,662 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,440,968 | CostOrOtherBasisAmt |
| Gain Or Loss | $94,694 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $94,694 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,694 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,857 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,857 | SubtotalAmt |
| Tax Based On Investment Income | $3,857 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,453 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $410 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,863 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6 | OverpaymentAmt |
| Applied To ES Tax | $6 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony V Thompson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,576,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,930,168 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,930,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,751,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $587,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $587,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,857 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,857 | TotalTaxAmt |
| Distributable Before Adj | $583,704 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $583,704 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $583,704 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,352 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $142,352 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $142,352 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $583,704 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $501,842 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $501,842 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,352 | QualifyingDistributionsAmt |
| Applied To Current Year | $142,352 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $441,352 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $441,352 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,490 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $60,490 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $60,490 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anthony V Thompson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASCAP FOUNDATION | |||||||
| 250 W 57TH ST | NEW YORK | NY | 10107 | N/A | PC | General & Unrestricted | $500 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | General & Unrestricted | $3,000 |
| COMMUNITY HEALTH PROJECT INC | |||||||
| 356 W 18TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $500 |
| FUND FOR THE CITY OF NEW YORK INC | |||||||
| 121 AVE OF THE AMERICAS 6TH FLO | NEW YORK | NY | 10013 | N/A | PC | NYC LGBT Historic Sites Project (Ken Lustbader) | $500 |
| LESLIE LOHMAN MUSEUM OF GAY AND LESBIAN ART | |||||||
| 26 WOOSTER ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $5,000 |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | |||||||
| 415 CROSSWAYS PARK DR STE D | WOODBURY | NY | 11797 | N/A | PC | General & Unrestricted | $20,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK COMMON PANTRY | |||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $500 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $500 |
| ORPHEUS CHAMBER ORCHESTRA INC | |||||||
| 490 RIVERSIDE DR 11TH FL | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $55,500 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | N/A | PC | ROAR Restaurant Relieve Fund | $800 |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRA | |||||||
| 305 7TH AVE 12TH FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 |
| THE ANDREW K DWYER FOUNDATION | |||||||
| 108 BASSETT CREEK TRL | HOBE SOUND | FL | 33455 | N/A | PC | General & Unrestricted | $500 |
| THE ARMORY FOUNDATION | |||||||
| 216 FORT WASHINGTON AVE | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $500 |
| WORLD MONUMENTS FUND INC | |||||||
| 350 5TH AVE STE 2412 | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,649 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $277,498 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $277,498 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $34,828 | $34,958 |
| ABBOTT LABS | $30,947 | $39,526 |
| ADYEN N.V. | $35,187 | $48,998 |
| ALLIANCEBERN GLOBAL BOND ADV | $1,678,320 | $1,749,191 |
| ALLIANCEBERN INTL GROWTH ADV | $1,655,151 | $2,456,496 |
| ALLIANCEBERNSTEIN GLOBAL CORE | $2,060,346 | $2,569,633 |
| ALPHABET INC CL C | $109,198 | $164,677 |
| AMAZON COM | $109,107 | $175,874 |
| AMERICAN WATER WORKS COMPANY I | $33,697 | $48,190 |
| ANTHEM INC | $36,759 | $41,742 |
| APPLE INC | $91,305 | $203,148 |
| ASML HOLDING NV NY REG SHS | $52,502 | $92,667 |
| BANK OF AMERICA CORP | $43,919 | $49,254 |
| BERNSTEIN INTERMEDIATE DURATIO | $1,650,723 | $1,751,318 |
| BERNSTEIN SHORT DURATION PLUS | $389,072 | $386,147 |
| BOOKING HOLDINGS INC | $16,885 | $20,045 |
| BROADCOM INC | $43,741 | $54,293 |
| BURLINGTON STORES, INC | $24,775 | $33,740 |
| C H ROBINSON WORLDWIDE INC | $28,666 | $34,075 |
| CBRE GROUP | $34,234 | $45,347 |
| CIENA CORP | $32,131 | $31,657 |
| CIGNA CORPORATION | $24,623 | $28,104 |
| CITIGROUP INC | $67,763 | $78,308 |
| COMCAST CORP | $54,898 | $66,443 |
| COSTCO WHOLESALE CORPORATION | $26,130 | $32,780 |
| CUBESMART | $39,992 | $40,971 |
| DOLLAR GENERAL CORP | $20,735 | $36,803 |
| EATON CORP PLC | $25,872 | $41,088 |
| ELECTRONIC ARTS | $17,966 | $24,412 |
| ELI LILLY & CO | $14,146 | $21,105 |
| F5 NETWORKS, INC | $35,271 | $35,364 |
| FACEBOOK INC | $65,384 | $98,338 |
| GOLDMAN SACHS GROUP | $48,147 | $62,763 |
| HOME DEPOT INC | $70,502 | $87,920 |
| HUBBELL INCORPORATED | $35,923 | $35,278 |
| INTERCONTINENTAL EXCHANGE, INC | $30,941 | $40,813 |
| JP MORGAN CHASE | $71,238 | $86,408 |
| KANSAS CITY SOUTHERN | $40,451 | $54,911 |
| KNIGHT SWIFT TRANSPORTATION HO | $39,653 | $38,349 |
| LKQ CORPORATION | $36,443 | $35,381 |
| LOWES COMPANIES INC | $51,514 | $57,463 |
| MASTERCARD INC | $20,118 | $33,909 |
| MERCK & CO INC | $56,095 | $57,505 |
| MICROSOFT CORP | $146,487 | $263,123 |
| MID-AMERICA APT COMMUNITIES IN | $20,989 | $24,831 |
| MSCI INC | $33,746 | $39,295 |
| NEXTERA ENERGY, INC | $24,381 | $42,895 |
| NIKE INC-CL B | $32,265 | $48,949 |
| NORFOLK SOUTHERN CORP | $30,934 | $38,968 |
| ORACLE CORP | $22,870 | $28,658 |
| PAYPAL HOLDINGS, INC | $65,044 | $113,587 |
| PEPSICO INC | $39,901 | $51,015 |
| PFIZER INC | $40,407 | $37,951 |
| PROCTER GAMBLE CO | $44,949 | $63,448 |
| PROGRESSIVE CORP OHIO | $25,552 | $36,882 |
| QUALCOMM INC | $13,011 | $22,242 |
| RELX PLC | $73,366 | $73,931 |
| RENAISSANCERE HOLDINGS LTD | $35,528 | $30,677 |
| REPUBLIC SVCS INC | $78,559 | $86,381 |
| S&P GLOBAL INC COM | $33,965 | $43,064 |
| STERIS PLC | $24,959 | $27,673 |
| TARGET CORPORATION | $32,398 | $38,130 |
| THE COCA-COLA CO | $59,530 | $60,872 |
| TJX COMPANIES INC | $31,087 | $41,315 |
| UNITEDHEALTH GROUP INC | $60,511 | $81,007 |
| VERIZON COMMUNICATIONS | $79,413 | $81,193 |
| VERTEX PHARMCTLS INC | $21,744 | $27,888 |
| VISA INC | $32,774 | $47,027 |
| WAL-MART STORES INC | $38,884 | $55,209 |
| WASTE MANAGEMENT INC | $80,509 | $82,197 |
| WESTERN DIGITAL CORP | $22,531 | $22,101 |
| XYLEM INC | $47,611 | $55,679 |
| ZOETIS INC | $18,362 | $34,590 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $382,722 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $382,300 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $33,027 | $33,027 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2020 | CategoryTxt |
| Amt | $2,700 | Amt |