MARCIA BRADY TUCKER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARCIA BRADY TUCKER FOUNDATION INC (EIN 13-6161561)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-01
- IRS object ID
- 202143059349100734
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-01T12:05:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853507350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AWD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 BAY STREET BLDG A | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | 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 | 136161561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA BRADY TUCKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 4103102986 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1149 | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA RANDELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3035140097 | PhoneNum |
| Signature | 2021-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | RANDELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COREY DUNCAN | PreparerPersonNm |
| PTIN | P00115973 | PTIN |
| Phone | 4108224008 | PhoneNum |
| Preparation | 2021-10-18 | PreparationDt |
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 | $12,548,054 | 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 | $85 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $208,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,077 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,614 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,093,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,614 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $364,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $364,840 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,786 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,757 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $63,029 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,562 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,913 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,649 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,097 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,585 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $61 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,400 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,224 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,445 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,779 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,438 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,695 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,904 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,904 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $664,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $538,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,338 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $213,167 | CashBOYAmt |
| Cash EOY | $143,011 | CashEOYAmt |
| Cash EOYFMV | $143,011 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $203,094 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $242,558 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $242,558 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,443,627 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,249,880 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,274,884 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,922,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,587,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,674,739 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,794,950 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,067,600 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,179,079 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,477 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,277 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,277 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $61 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $41,680 | OtherAssetsBOYAmt |
| Other Assets EOY | $33,783 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $33,783 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,636,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,324,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,548,054 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $17,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,759 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,759 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,631,317 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,306,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,631,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,306,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,636,076 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,324,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,631,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,783 | OtherIncreasesAmt |
| Subtotal | $9,359,778 | SubtotalAmt |
| Other Decreases | $53,180 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,306,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS TRADED SECURITIES | P | $1,925,244 | $2,108,878 | -$183,634 | -$183,634 |
| UBS TRADED SECURITIES | P | $3,163,599 | $2,816,338 | $347,261 | $347,261 |
| SCUDDER K-1 | P | $11,516 | -$11,516 | -$11,516 | |
| PAX INVESTMENTS CAP GAIN DISTRIBUTION | P | $4,503 | $4,503 | $4,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,614 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,327 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,327 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,449 | 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 | $12,449 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,122 | OverpaymentAmt |
| Applied To ES Tax | $9,122 | 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 | MD | 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 | MBTF.ORG | WebsiteAddressTxt |
| Individual With Books | TRACY L ROYSTON | IndividualWithBooksNm |
| Phone | 4103102986 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21447 SKELETON CREEK ROAD | AddressLine1Txt |
| City | PRESTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21655 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (14 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACY L ROYSTON | ||||||||||||
| 21447 SKELETON CREEK ROAD | PRESTON | MD | 21655 | ADMINISTRATOR | 20.00 | $78,786 | $3,509 | $0 | ||||
| DAVID M RANDELL JR | ||||||||||||
| 5 LAFAYETTE DRIVE | PORT CHESTER | NY | 10573 | TREASURER | 0.00 | $0 | $0 | $0 | ||||
| BARBARA B RANDELL | ||||||||||||
| 314 WASHINGTON STREET | DENVER | CO | 80203 | PRESIDENT | 0.00 | $0 | $0 | $0 | ||||
| ELIZABETH STOEHR | ||||||||||||
| 2948 VAN DYKE DRIVE | CINCINNATI | OH | 45208 | SECRETARY | 0.00 | $0 | $0 | $0 | ||||
| MARCIA BOOGAARD | ||||||||||||
| 4 PERSIMMON COURT | BETHESDA | MD | 20817 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| NAOMI GERWIN | ||||||||||||
| 3450 OBSERVATORY PLACE | CINCINNATI | OH | 45208 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| NICK SANDERS | ||||||||||||
| 5495 HUTCHINSON ROAD | SEBASTOPOL | CA | 95472 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| GAY TUCKER | ||||||||||||
| 172 FALMOUTH STREET APT 001 | PORTLAND | ME | 04102 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| EMILY BERNSTEIN | ||||||||||||
| 2021 EVERGREEN AVENUE | BOULDER | CO | 80304 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| CARLOS ALVARADO | ||||||||||||
| 3127 DOUGLAS CIRCLE | LAKE OSWEGO | OR | 97035 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| ELISA CHUTE | ||||||||||||
| 7760 BLOOMFIELD ROAD | EASTON | MD | 21601 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | ||||
| HELEN GRAY | ||||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | 88 DRAKEFIELD ROAD | LONDON | UK | |||||
| TIFFANY ALVARADO MCKENNA | ||||||||||||
| 9 LINCOLN FARMS ROAD | FALMOUTH | ME | 04105 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| PETER TUCKER | ||||||||||||
| 3120 MASSACHUSETTS AVENUE SE APT | WASHINGTON | DC | 20019 | DIRECTOR | 0.00 | $0 | $0 | $0 | 105 | |||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY L ROYSTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21447 SKELETON CREEK ROAD | AddressLine1Txt |
| City | PRESTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,786 | CompensationAmt |
| Employee Benefits | $3,509 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 OVERLOOK CENTER STE 100 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085405270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $91,097 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,242,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,386,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,386,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,216,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $560,801 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $560,801 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,327 | TotalTaxAmt |
| Distributable Before Adj | $557,474 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $557,474 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $557,474 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $538,599 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $538,599 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $538,599 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $557,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $78,522 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $538,599 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $538,599 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,875 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,875 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,647 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,647 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $59,647 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS OPPORTUNITY | ||||||||
| 1871 FOLSOM STREET SUITE 110 | BOULDER | CO | 80302 | NONE | N/A | EDUCATION | $20,000 | |
| AL OTRO LADO | ||||||||
| 511 E SAN YSIDRO BLVD 333 | SAN YSIDRO | CA | 92173 | NONE | N/A | ARTS | $1,000 | |
| AMERICAN ACADEMY IN ROME | ||||||||
| 7 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | N/A | ARTS | $2,733 | |
| AMERICAN FOREIGN SERVICE ASSN | ||||||||
| PO BOX 98026 | WASHINGTON | DC | 20077 | NONE | N/A | HUMANITARIAN | $250 | |
| AMERICAN FRIENDS OF JORDAN RIVER VILLAGE | ||||||||
| 244 MADISON AVENUE SUITE 482 | NEW YORK | NY | 10016 | NONE | N/A | HUMANITARIAN | $1,000 | |
| AMURTEL INC | ||||||||
| PO BOX 232 | WARREN | VT | 05674 | NONE | N/A | HUMANITARIAN | $20,000 | |
| ANIMAL MEDICAL CENTER | ||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | N/A | HUMANITARIAN | $2,000 | |
| AVATAR MEHER BABA CENTER OF SOUTHERN CALIFORNIA | ||||||||
| 1214 SOUTH VAN NESS AVENUE | LOS ANGELES | CA | 90019 | NONE | N/A | RELIGION | $1,000 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | N/A | EDUCATION | $1,000 | |
| BARRINGTON STAGE COMPANY | ||||||||
| 122 NORTH STREET | PITTSFIELD | MA | 01201 | NONE | N/A | ARTS | $750 | |
| BERKSHIRE BOTANICAL GARDEN | ||||||||
| PO BOX 826 | STOCKBRIDGE | MA | 01262 | NONE | N/A | ARTS | $4,500 | |
| BEYOND NUCLEAR INC | ||||||||
| 6930 CARROLL AVE 400 | TAKOMA PARK | MD | 20912 | NONE | N/A | HUMANITARIAN | $800 | |
| BISHOP JOHN T WALKER SCHOOL FOR BOYS | ||||||||
| 1801 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | N/A | EDUCATION | $500 | |
| BLUE MAN DOG | ||||||||
| 2416 W VICTORY BOULEVARD SUITE 272 | BURBANK | CA | 91506 | NONE | N/A | HUMANITARIAN | $400 | |
| BOULDER BALLET | ||||||||
| 2590 WALNUT STREET SUITE 10 | BOULDER | CO | 80302 | NONE | N/A | ARTS | $1,000 | |
| BOULDER JCC | ||||||||
| 6007 OREG AVENUE | BOULDER | CO | 80303 | NONE | N/A | EDUCATION | $21,000 | |
| BROWN ANNUAL FUND | ||||||||
| 1 PROSPECT STREET | PROVIDENCE | RI | 02912 | NONE | N/A | EDUCATION | $500 | |
| CAL-WOOD EDUCATION CENTER | ||||||||
| PO BOX 347 | JAMESTOWN | CO | 80455 | NONE | N/A | EDUCATION | $400 | |
| CALVERT VAUX PRESERVATION ALLIANCE | ||||||||
| PO BOX 213 | STAATSBURG | NY | 12580 | NONE | N/A | CONSERVATION | $10,000 | |
| CAMERON AND HAYDEN LORD FOUNDATION | ||||||||
| 110 RIVERSIDE DRIVE 12C | NEW YORK | NY | 10024 | NONE | N/A | EDUCATION | $250 | |
| CHILDRENS INN AT NIH | ||||||||
| 7 WEST DRIVE | BETHESDA | MD | 20814 | NONE | N/A | MEDICAL | $250 | |
| CHRIST TRINITY CHURCH | ||||||||
| PO BOX 127 | SHEFFIELD | MA | 01257 | NONE | N/A | RELIGION | $1,000 | |
| CHURCH OF ST LUKE IN THE FIELDS | ||||||||
| 487 HUDSON STREET | NEW YORK | NY | 10014 | NONE | N/A | RELIGION | $2,000 | |
| CINCINNATI PUBLIC RADIO | ||||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | N/A | ARTS | $1,000 | |
| CITY GATE | ||||||||
| 3920 ALTON PLACE NW | WASHINGTON | DC | 20016 | NONE | N/A | ARTS | $800 | |
| COLORADO JUDICIAL INSTITUTE | ||||||||
| PO BOX 118 | BROOMFIELD | CO | 80038 | NONE | N/A | EDUCATION | $14,000 | |
| DEMOCRATISM INC | ||||||||
| 300 CENTRAL PARK WEST APT 11H | NEW YORK | NY | 10024 | NONE | N/A | HUMANITARIAN | $7,000 | |
| DENVER KIDS INC | ||||||||
| 1617 S ACOMA STREET 2ND FLOOR | DENVER | CO | 80223 | NONE | N/A | HUMANITARIAN | $400 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | N/A | MEDICAL | $2,900 | |
| EAGLEBROOK SCHOOL | ||||||||
| PO BOX 7 | DEERFIELD | MA | 01342 | NONE | N/A | EDUCATION | $400 | |
| ELDER SERVICES OF BERKSHIRE COUNTY | ||||||||
| 877 SOUTH STREET SUITE 4E | PITTSFIELD | MA | 01201 | NONE | N/A | HUNANITARIAN | $600 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| PO BOX 98051 | WASHINGTON | DC | 20077 | NONE | N/A | CONSERVATION | $400 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | N/A | HUMANITARIAN | $412 | |
| FALMOUTH ELEMENTARY SCHOOL | ||||||||
| 58 WOODVILLE ROAD | FALMOUTH | ME | 04105 | NONE | N/A | EDUCATION | $4,000 | |
| FALMOUTH SPECIAL EDUCATION DEPARTMENT | ||||||||
| 58 WOODVILLE ROAD | FALMOUTH | ME | 04105 | NONE | N/A | EDUCATION | $19,953 | |
| FEEDING AMERICA | ||||||||
| 35 EAST WACKER DRIVE SUITE 200 | CHICAGO | IL | 60601 | NONE | N/A | HUMANITARIAN | $22,200 | |
| FOCI | ||||||||
| 1045 OLD ACADEMY ROAD | FAIRFIELD | CT | 06824 | NONE | N/A | EDUCATION | $750 | |
| FREESTORE FOODBANK | ||||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | NONE | N/A | HUMANITARIAN | $4,000 | |
| FRIENDS OF TANGLEWOOD | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | N/A | ARTS | $300 | |
| GREENPEACE | ||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | NONE | N/A | HUMANITARIAN | $1,320 | |
| GREENWOOD | ||||||||
| 80 ACADEMY STREET | SOUTH BERWICK | ME | 03908 | NONE | N/A | ARTS | $1,600 | |
| HAVERFORD COLLEGE | ||||||||
| 370 LANCASTER AVENUE | HAVERFORD | PA | 19041 | NONE | N/A | EDUCATION | $750 | |
| HEALTHCARE FOUNDATION | ||||||||
| PO BOX 1025 | HERALDSBURG | CA | 95448 | NONE | N/A | MEDICAL | $3,000 | |
| HEIFER INTERNTIONAL FOUNDATION | ||||||||
| PO BOX 737 | LITTLE ROCK | AR | 72203 | NONE | N/A | SCIENCE | $600 | |
| HOBART & WILLIAM SMITH COLLEGES | ||||||||
| 300 PULTENEY STREET | GENEVA | NY | 14456 | NONE | N/A | EDUCATION | $5,000 | |
| HONOR THE EARTH | ||||||||
| PO BOX 63 | CALLAWAY | MN | 56521 | NONE | N/A | HUMANITARIAN | $400 | |
| HOUSATONIC VALLEY ASSN | ||||||||
| PO BOX 251 | SOUTH LEE | MA | 01260 | NONE | N/A | CONSERVATION | $750 | |
| HOUSE OF HOPE REFUGE OF LOVE INC | ||||||||
| 1716 ELLIS STREET | BRUNSWICK | GA | 31520 | NONE | N/A | HUMANITARIAN | $20,000 | |
| INTERFAITH WORKS | ||||||||
| 114 W MONTGOMERY AVENUE | ROCKVILLE | MD | 20850 | NONE | N/A | RELIGION | $1,250 | |
| INTERNATIONAL INST FOR HUMANE ED | ||||||||
| PO BOX 260 | SURRY | ME | 04684 | NONE | N/A | EDUCATION | $800 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEE | MN | 56007 | NONE | N/A | HUMANITARIAN | $1,000 | |
| JOYCE THEATER FOUNDATION | ||||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | NONE | N/A | ARTS | $4,000 | |
| JUNIOR ACHIEVEMENT OF MAINE INC | ||||||||
| 565 CONGRESS STREET SUITE 306 | PORTLAND | ME | 04101 | NONE | N/A | EDUCATION | $4,000 | |
| LA CANADA FLINTRIDGE TRAILS COUNCIL | ||||||||
| PO BOX 852 | LACANADA | CA | 91012 | NONE | N/A | CONSERVATION | $400 | |
| LA REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | N/A | HUMANITARIAN | $1,000 | |
| LITTLE GUILD OF ST FRANCIS | ||||||||
| 285 SHARON GOSHEN TURNPIKE | WEST CORNWALL | CT | 06796 | NONE | N/A | RELIGION | $400 | |
| MADEIRA SCHOOL | ||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | NONE | N/A | EDUCATION | $1,000 | |
| MEHER FUND INC | ||||||||
| 420 DALRYMPLE ROAD | ATLANTA | GA | 30329 | NONE | N/A | EDUCATION | $16,000 | |
| MEHER SPIRITUAL CENTER INC | ||||||||
| 10200 N KINGS HIGHWAY | MYRTLE BEACH | SC | 29572 | NONE | N/A | CONSERVATION | $1,000 | |
| METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | N/A | ARTS | $22,733 | |
| MILES OF HOPE BREAST CANCER FOUNDATION | ||||||||
| PO BOX 405 | LAGRANGEVILLE | NY | 12540 | NONE | N/A | MEDICAL | $20,000 | |
| NAACP | ||||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | N/A | HUMANITARIAN | $1,200 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | N/A | CONSERVATION | $400 | |
| NATURE CONSERVANCY OHIO CHAPTER | ||||||||
| 6375 RIVERSIDE DRIVE SUITE 100 | DUBLIN | OH | 43017 | NONE | N/A | EDUCATION | $600 | |
| NEW YORK FESTIVAL OF SONG | ||||||||
| 320 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | NONE | N/A | ARTS | $800 | |
| NRDC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | N/A | MEDICAL | $600 | |
| NY PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLAZA DAVID | NEW YORK | NY | 10023 | NONE | N/A | ARTS | $22,733 | GEFFEN HALL |
| ONE FAIR WAGE | ||||||||
| 45 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | N/A | HUMANITARIAN | $1,000 | |
| OUTER CAPE HEALTH SERVICES INC | ||||||||
| 3130 ROUTE 6 | WELLFLEET | MA | 02667 | NONE | N/A | MEDICAL | $250 | |
| PARTICIPATORY POLITICS FOUNDATION | ||||||||
| 1500 DEKALB AVENUE 1R | BROOKLYN | NY | 11237 | NONE | N/A | POLITICAL ENGAGEMENT | $4,800 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FL | NEW YORK | NY | 10038 | NONE | N/A | MEDICAL | $400 | |
| POETS HOUSE | ||||||||
| 10 RIVER TERRACE | NEW YORK | NY | 10282 | NONE | N/A | ARTS | $20,000 | |
| POSITIVE IMAGES | ||||||||
| 200 MONTGOMERY DRIVE SUITE C | SANTA ROSA | CA | 65404 | NONE | N/A | HUMANITARIAN | $400 | |
| PROTESTANT EPISCOPAL CATHERDRAL FOUNDATION | ||||||||
| MOUNT ST ALBAN | WASHINGTON | DC | 20016 | NONE | N/A | RELIGION | $1,000 | |
| PUPPIES BEHIND BARS | ||||||||
| 263 W 38TH STREET | NEW YORK | NY | 10018 | NONE | N/A | HUMANITARIAN | $400 | |
| RAICES | ||||||||
| 1305 N FLORES | SAN ANTONIO | TX | 78212 | NONE | N/A | HUMANITARIAN | $1,000 | |
| RESURRECTION SCHOOL FOUNDATION INC | ||||||||
| 910 BOSTON POST ROAD | RYE | NY | 10580 | NONE | N/A | EDUCATION | $20,000 | |
| RISE UP ALTERNATIVE RADIO | ||||||||
| PO BOX 551 | BOULDER | CO | 80306 | NONE | N/A | PUBLIC RADIO | $800 | |
| SACRED HEART | ||||||||
| 1177 KING STREET | GREENWICH | CT | 06831 | NONE | N/A | EDUCATION | $800 | |
| SHEFFIELD HISTORICAL SOCIETY | ||||||||
| PO BOX 747 | SHEFFIELD | MA | 01257 | NONE | N/A | EDUCATION | $300 | |
| SMALL PAWS RESCUE INC | ||||||||
| 3316 S 72ND AVENUE | TULSA | OK | 74107 | NONE | N/A | HUMANE | $400 | |
| SOCIAL VENTURES PARTNERS BOULDER | ||||||||
| 3701 ARAPAHOE AVENUE C117 | BOULDER | CO | 80303 | NONE | N/A | HUMANITARIAN | $800 | |
| SOPHIE'S NEIGHBORHOOD | ||||||||
| 3215 5TH STREET | BOULDER | CO | 80304 | NONE | N/A | MEDICAL | $400 | |
| ST ALBANS CHURCH | ||||||||
| 3001 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | N/A | RELIGION | $4,500 | |
| ST ANDREWS EPISCOPAL SCHOOL | ||||||||
| 8804 POSTOAK ROAD | POTOMAC | MD | 20854 | NONE | N/A | EDUCATION | $250 | |
| ST PAULS SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | NONE | N/A | EDUCATION | $500 | |
| SUFFIELD ACADEMY | ||||||||
| 185 NORTH MAIN STREET | SUFFIELD | CT | 06078 | NONE | N/A | EDUCATION | $2,000 | |
| THE ACTOR'S FUND | ||||||||
| 729 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | N/A | ARTS | $1,000 | |
| THE BARKER FOUNDATION | ||||||||
| 7979 OLD GEORGETOWN ROAD | BETHESDA | MD | 20814 | NONE | N/A | EDUCATION | $250 | |
| THE COUNTRY SCHOOL | ||||||||
| 716 GOLDSBOROUGH STREET | EASTON | MD | 21601 | NONE | N/A | EDUCATION | $15,000 | |
| THE KKIS PROJECT | ||||||||
| 11436 ELIOT COURT | WESTMINSTER | CO | 80234 | NONE | N/A | EDUCATION | $800 | |
| THE MOUNT | ||||||||
| PO BOX 974 | LENOX | MA | 01240 | NONE | N/A | EDUCATION | $23,000 | |
| TOOTHILL CREATIVE ARTS GROUP | ||||||||
| 108 N BALDWIN AVENUE | SIERRA MADRE | CA | 91024 | NONE | N/A | ARTS | $800 | |
| TREGARON CONSERVANCY | ||||||||
| PO BOX 11351 | WASHINGTON | DC | 20008 | NONE | N/A | EDUCATION | $250 | |
| UNION STATION HOMELESS SERVICES | ||||||||
| 825 E ORANGE GROVE BOULEVARD | PASADENA | CA | 91104 | NONE | N/A | HUMANITARIAN | $1,000 | |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | N/A | EDUCATION | $1,250 | |
| WAMC | ||||||||
| 318 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | N/A | PUBLIC RADIO | $500 | |
| WAMU 885 FM | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | NONE | N/A | PUBLIC RADIO | $900 | |
| WETA | ||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | N/A | PUBLIC RADIO | $750 | |
| WGUC | ||||||||
| PO BOX 932903 | CINCINNATI | OH | 44193 | NONE | N/A | PUBLIC RADIO | $4,500 | |
| WIKIMEDIA FOUNDATION | ||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | NONE | N/A | EDUCATION | $400 | |
| WNYC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | N/A | PUBLIC RADIO | $720 | |
| WOODFORD FAMILY SERVICES | ||||||||
| PO BOX 1768 | PORTLAND | ME | 04104 | NONE | N/A | HUMANITARIAN | $20,800 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | NONE | N/A | HUMANITARIAN | $1,600 | |
| WORLD WILDLIFE FEDERATION | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | N/A | CONSERVATION | $600 | |
| WVXU | ||||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | N/A | PUBLIC RADIO | $4,500 | |
| YALE UNIVERSITY ALUMNI FUND | ||||||||
| PO BOX 803 | NEW HAVEN | CT | 06503 | NONE | N/A | EDUCATION | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,904 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,077 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $64 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,614 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $364,840 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $364,840 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $9,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2004-01-01 | $5,413 | $5,413 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2015-03-11 | $1,864 | $1,803 | SL | 5.000000000000 | $61 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,067,600 | EOYBookValueAmt |
| EOYFMV | $2,179,079 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $5,587,266 | EOYBookValueAmt |
| EOYFMV | $8,674,739 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,249,880 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,274,884 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE EQUIPMENT | $5,413 | $5,413 | $0 |
| COMPUTER | $1,864 | $1,864 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST - RECEIVABLE | $23,231 | $18,661 | $18,661 |
| SECURITY DEPOSIT | $6,000 | $6,000 | $6,000 |
| EXCESS TAX RECEIVABLE | $12,449 | $9,122 | $9,122 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST 2019 | $23,231 |
| EXCISE TAXES RECEIVABLE 2019 | $12,449 |
| GRANTS PAYABLE 2020 | $17,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $765 | $0 | $765 |
| INSURANCE | $2,851 | $0 | $2,851 |
| OFFICE | $3,248 | $0 | $3,248 |
| POSTAGE | $1,064 | $0 | $1,064 |
| SUPPLIES | $990 | $0 | $990 |
| TELEPHONE | $537 | $0 | $537 |
| UTILITIES | $422 | $0 | $422 |
| OTHER TAX | $261 | $0 | $261 |
| BANK FEES | $105 | $105 | $0 |
| WEBSITE | $1,763 | $0 | $1,763 |
| MAINTENANCE | $762 | $0 | $762 |
| NYS TAX | $775 | $0 | $775 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $64 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST 2020 | $18,661 |
| EXCISE TAXES RECEIVABLE 2020 | $9,122 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL RELATED WITHHELD | Desc |
| BOY Book Value | $4,759 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $91,097 | Amt |
| Net Investment Income | $91,097 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES FOREIGN ON INCOME | CategoryTxt |
| Amt | $5,585 | Amt |
| Net Investment Income | $5,585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |