ANTHONY FORD CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY FORD CHARITABLE FOUNDATION (EIN 83-1765204)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-14
- IRS object ID
- 202011359349101246
- Schema version
- 2019v5.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-14T15:55:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 THOMPSON | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $11,816,497 | 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 | $1,382,528 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55,049 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,049 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,065,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,026 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,727,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,664 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,435 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $27,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $27,055 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,055 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,032,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,032,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,064,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,060,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $662,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $344,664 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,016,242 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,502,105 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,502,105 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $9,176,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,314,392 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,016,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,678,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,816,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,016,242 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,678,959 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,016,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,678,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,016,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,678,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,016,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $662,717 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,678,959 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,678,959 | 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 | $1,065,070 | GrossSalesPriceAmt |
| Cost Or Other Basis | $926,044 | CostOrOtherBasisAmt |
| Gain Or Loss | $139,026 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $139,026 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,026 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $989,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.005559 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.005559 | TotalDistributionRt |
| Average Distribution | 0.005559 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,011,457 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,213 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,447 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,660 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,060,040 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,447 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,447 | SubtotalAmt |
| Tax Based On Investment Income | $3,447 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $753 | OverpaymentAmt |
| Applied To ES Tax | $753 | 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 | 1.0 | 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 | $8,687,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,491,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,179,144 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,179,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,011,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $550,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $550,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,447 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,447 | TotalTaxAmt |
| Distributable Before Adj | $547,126 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $547,126 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $547,126 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,060,040 | 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 | $1,060,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,447 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,056,593 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $547,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,072 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $1,060,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,072 | AppliedToYear1Amt |
| Applied To Current Year | $547,126 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $501,842 | RemainingDistriFromCorpusAmt |
| Total Corpus | $501,842 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $501,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $501,842 | ExcessFromCurrentYearAmt |
| 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 (20 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 | $1,500 |
| BIRCH WATHEN LENOX SCHOOL | |||||||
| 210 E 77TH ST | NEW YORK | NY | 10075 | N/A | PC | General & Unrestricted | $110 |
| BONE MARROW AND CANCER FOUNDATION INC | |||||||
| 515 MADISON AVE STE 1130 | NEW YORK | NY | 10022 | N/A | PC | FUNDS FOR 5 children in need to ATTEND the Radio City Spectacular Event in December 2019 | $1,250 |
| BROADWAY MALL ASSOCIATION INC | |||||||
| 2095 BROADWAY STE 403 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $100 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | General & Unrestricted | $3,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | General Studies Scholarship FUND | $2,500 |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | Society of Regents FUNDS | $500 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 E 60TH ST 8TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $100 |
| COMMUNITY HEALTH PROJECT INC | |||||||
| 356 W 18TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $250 |
| EAST WOODS SCHOOL INC | |||||||
| 31 YELLOW COTE RD | OYSTER BAY | NY | 11771 | N/A | PC | General & Unrestricted | $50 |
| FRENCH AMERICAN FOUNDATION FOR THE DEVEL OF RELATI | |||||||
| 28 W 44TH ST STE 902 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,500 |
| JOYCE THEATER FOUNDATION INC | |||||||
| 175 8TH AVE | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,000 |
| LESBIAN AND GAY COMMUNITY SERVICES CENTER INC | |||||||
| 208 W 13TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $625 |
| LESLIE LOHMAN MUSEUM OF GAY AND LESBIAN ART | |||||||
| 26 WOOSTER ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,500 |
| MIDDLESEX SCHOOL | |||||||
| PO BOX 9122 | CONCORD | MA | 01742 | N/A | PC | General & Unrestricted | $50 |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $500 |
| RIVERSIDE PARK CONSERVANCY INC | |||||||
| 475 RIVERSIDE DR STE 455 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $250 |
| SEA EDUCATION ASSOCIATION INC | |||||||
| 171 WOODS HOLE RD | FALMOUTH | MA | 02540 | N/A | PC | General & Unrestricted | $1,000,000 |
| THE ANDREW K DWYER FOUNDATION | |||||||
| 108 BASSETT CREEK TRL | HOBE SOUND | FL | 33455 | N/A | PC | General & Unrestricted | $200 |
| WORLD MONUMENTS FUND INC | |||||||
| 350 5TH AVE STE 2412 | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $17,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,032,985 | 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 | $55,049 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,589 | 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 | $139,026 | 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 | $344,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $344,664 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Ocorian Trustees | ContributorPersonNm |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 NEW STREET | AddressLine1Txt |
| City | St Helier | CityNm |
| Country | JE | CountryCd |
| Foreign Postal | JE2 3TE | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,381,528 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (94 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $30,947 | $31,356 |
| ALLEGION PLC | $23,689 | $28,769 |
| ALLIANCEBERN GLOBAL BOND ADV | $1,441,011 | $1,475,602 |
| ALLIANCEBERN INTL GROWTH ADV | $1,574,731 | $1,845,660 |
| ALLIANCEBERNSTEIN GLOBAL CORE | $1,936,866 | $2,197,772 |
| ALLSTATE CORP | $24,705 | $26,088 |
| ALPHABET INC CL C | $93,222 | $113,647 |
| AMAZON COM | $55,685 | $59,131 |
| AMERICAN WATER WORKS COMPANY I | $35,499 | $46,192 |
| AMGEN INC | $23,261 | $30,375 |
| ANTHEM INC | $38,507 | $42,284 |
| APPLE INC | $76,593 | $134,198 |
| ASTRAZENECA | $27,778 | $37,495 |
| AT&T, INC | $34,067 | $34,469 |
| AUTOZONE INC | $16,281 | $21,444 |
| BANK OF AMERICA CORP | $52,004 | $66,038 |
| BERKSHIRE HATHAWAY INC. CLASS | $25,089 | $28,313 |
| BERNSTEIN INTERMEDIATE DURATIO | $1,421,159 | $1,481,531 |
| BOOKING HOLDINGS INC | $26,962 | $30,806 |
| BORG WARNER INC | $22,174 | $21,777 |
| BOSTON SCIENTIFIC | $19,312 | $21,344 |
| BROADCOM INC | $20,862 | $23,702 |
| BURLINGTON STORES, INC | $18,906 | $21,891 |
| C H ROBINSON WORLDWIDE INC | $23,893 | $24,242 |
| CBRE GROUP | $22,918 | $30,890 |
| CDW CORP | $19,130 | $23,569 |
| CIGNA CORPORATION | $22,268 | $23,925 |
| CISCO SYSTEMS INC | $36,483 | $36,593 |
| CITIGROUP INC | $49,429 | $61,276 |
| CITRIX SYSTEMS INC | $22,635 | $27,281 |
| COMCAST CORP | $38,131 | $46,139 |
| CONOCOPHILLIPS | $44,784 | $43,830 |
| COSTCO WHOLESALE CORPORATION | $20,302 | $20,280 |
| CUBESMART | $39,992 | $38,374 |
| DOLLAR GENERAL CORP | $20,735 | $27,297 |
| EATON CORP PLC | $25,872 | $32,394 |
| EDWARDS LIFESCIENCES | $20,121 | $27,995 |
| ELECTRONIC ARTS | $22,087 | $22,470 |
| ELI LILLY & CO | $24,443 | $27,995 |
| EXPEDIA INC | $21,168 | $18,059 |
| FIDELITY NATIONAL INFORMATION | $17,650 | $22,811 |
| GOLDMAN SACHS GROUP | $20,528 | $24,143 |
| HEXCEL CP DELAWARE | $22,970 | $24,192 |
| HOME DEPOT INC | $48,829 | $55,469 |
| IDEX CP | $23,943 | $29,584 |
| INTEL CORP | $19,786 | $26,035 |
| INTERCONTINENTAL EXCHANGE, INC | $15,157 | $18,325 |
| INTERNATIONAL BUSINESS MACHINE | $27,739 | $27,076 |
| INTUITIVE SURGICAL | $20,094 | $23,646 |
| JP MORGAN CHASE | $42,430 | $56,039 |
| KANSAS CITY SOUTHERN | $17,104 | $21,749 |
| LEAR CORP | $20,374 | $20,443 |
| MASTERCARD INC | $25,210 | $36,129 |
| MERCK & CO INC | $29,257 | $34,379 |
| MICROSOFT CORP | $125,275 | $176,308 |
| MID-AMERICA APT COMMUNITIES IN | $29,226 | $36,393 |
| MORGAN STANLEY | $29,029 | $30,519 |
| NEXTERA ENERGY, INC | $24,381 | $33,660 |
| NIKE INC-CL B | $21,644 | $27,455 |
| NORFOLK SOUTHERN CORP | $26,325 | $29,314 |
| ORACLE CORP | $26,785 | $27,709 |
| PARK HOTELS & RESORTS INC | $42,378 | $38,857 |
| PAYPAL HOLDINGS, INC | $26,549 | $30,828 |
| PEPSICO INC | $43,276 | $51,251 |
| PFIZER INC | $42,626 | $40,395 |
| PNC FINANCIAL GROUP INC | $25,265 | $32,724 |
| PROCTER GAMBLE CO | $41,944 | $53,707 |
| PROGRESSIVE CORP OHIO | $22,604 | $25,481 |
| QUALCOMM INC | $16,842 | $16,675 |
| REGENCY CENTERS CORP | $21,027 | $21,198 |
| REINSURANCE GROUP AMER INC | $34,195 | $38,645 |
| REPUBLIC SVCS INC | $23,035 | $26,710 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $44,662 | $42,039 |
| S&P GLOBAL INC COM | $21,257 | $30,309 |
| SALESFORCE.COM | $19,114 | $19,192 |
| SHERWIN-WILLIAMS CO | $19,582 | $28,010 |
| STARBUCKS CORP COM | $30,796 | $32,530 |
| SYNCHRONY FINANCIAL | $28,435 | $35,326 |
| TARGET CORPORATION | $15,327 | $18,078 |
| TEXAS INSTRUMENTS INC | $45,932 | $55,293 |
| THE COCA-COLA CO | $38,967 | $39,963 |
| TJX COMPANIES INC | $31,087 | $36,941 |
| UNITEDHEALTH GROUP INC | $63,438 | $71,437 |
| US BANCORP | $23,245 | $27,273 |
| US FOODS HOLDING CORPORATION | $20,922 | $25,302 |
| VALERO ENERGY CORP | $21,625 | $25,098 |
| VERIZON COMMUNICATIONS | $42,574 | $47,032 |
| VERTEX PHARMCTLS INC | $26,246 | $31,310 |
| VISA INC | $56,920 | $73,845 |
| WAL-MART STORES INC | $38,884 | $45,516 |
| WALT DISNEY HOLDINGS CO | $40,340 | $46,715 |
| WESTERN DIGITAL CORP | $22,531 | $25,325 |
| XYLEM INC | $19,430 | $19,855 |
| ZOETIS INC | $18,362 | $27,661 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $27,010 | $27,010 |
| Postage/Delivery Service | $20 | $20 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $4,200 |
| 990-PF Excise Tax for 2018 | $235 |