CALKINS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CALKINS FOUNDATION (EIN 46-1493389)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-21
- IRS object ID
- 202011429349100621
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T15:33:24-05:00 | 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 | 461493389 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Calkins Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CALK | 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 | JOSEPH M CALKINS | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-05-07 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201425000022 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,477,359 | 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 | $818 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $818 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,927 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,927 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,923 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $921,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,582 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,327 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $280 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $280 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $14,429 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,429 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,635 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,635 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,915 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,790 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $98,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,040 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,040 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,013,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,017,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,442,319 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,112,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,052,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,477,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,112,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,052,736 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,112,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,052,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,112,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,052,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,112,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,463 | ExcessRevenueOverExpensesAmt |
| Other Increases | $300 | OtherIncreasesAmt |
| Subtotal | $2,052,736 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,052,736 | 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 | $921,969 | GrossSalesPriceAmt |
| Cost Or Other Basis | $847,387 | CostOrOtherBasisAmt |
| Gain Or Loss | $74,582 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $74,582 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,582 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,766 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,395,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055413 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $198,431 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,330,179 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085157 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $140,788 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,084,099 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067553 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $193,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,082,806 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09312 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $124,944 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,080,053 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060068 | DistributionYr5Rt |
| Total Distribution | 0.361311 | TotalDistributionRt |
| Average Distribution | 0.072262 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,367,530 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $171,082 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,128 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $172,210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,315 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,256 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,256 | SubtotalAmt |
| Tax Based On Investment Income | $2,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $556 | TaxDueAmt |
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 | VA | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Joseph M Calkins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Sec, Dir | 1.0 | $0 | $0 | $0 |
| Kara A Calkins | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas, VP | 1.0 | $0 | $0 | $0 |
| 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 | $2,333,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,403,584 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,403,584 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,054 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,367,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,256 | TotalTaxAmt |
| Distributable Before Adj | $116,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $300 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,421 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $116,421 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,315 | 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 | $168,315 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $168,315 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,421 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $22,063 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $90,790 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,239 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $86,110 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,648 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $252,850 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,315 | QualifyingDistributionsAmt |
| Applied To Current Year | $116,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $51,894 | RemainingDistriFromCorpusAmt |
| Total Corpus | $304,744 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,063 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $282,681 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,790 | ExcessFromYear4Amt |
| Excess From Year3 | $38,239 | ExcessFromYear3Amt |
| Excess From Year2 | $86,110 | ExcessFromYear2Amt |
| Excess From Year1 | $15,648 | ExcessFromYear1Amt |
| Excess From Current Year | $51,894 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | N/A | PC | General & Unrestricted | $7,500 |
| CAMARADERIE FOUNDATION INC | |||||||
| 2488 E MICHIGAN ST | ORLANDO | FL | 32806 | N/A | PC | General & Unrestricted | $2,500 |
| CAMPUS CRUSADE FOR CHRIST INC - FAMILY LIFE | |||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | N/A | PC | General & Unrestricted | $2,400 |
| CARE NET RESOURCE PREGNANCY | |||||||
| 11747 JEFFERSON AVE STE 2D | NEWPORT NEWS | VA | 23606 | N/A | PC | General & Unrestricted | $2,500 |
| CHRISTIAN SOLIDARITY INTERNATIONAL INC | |||||||
| 870 HAMPSHIRE RD STE T | WESTLAKE VLG | CA | 91361 | N/A | PC | General & Unrestricted | $1,000 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | N/A | PC | General & Unrestricted | $2,500 |
| GOSPEL MISSIONARY UNION - AVANT MINISTRIES | |||||||
| 10000 N OAK TRFWY | KANSAS CITY | MO | 64155 | N/A | PC | General & Unrestricted | $500 |
| GROVE CHRISTIAN OUTREACH CENTER | |||||||
| 8800 POCAHONTAS TRL | WILLIAMSBURG | VA | 23185 | N/A | PC | General & Unrestricted | $1,000 |
| LIFEPOINTE CHRISTIAN CHURCH | |||||||
| PO BOX 400 | TOANO | VA | 23168 | N/A | PC | General & Unrestricted | $24,000 |
| LIFEPOINTE CHRISTIAN CHURCH | |||||||
| PO BOX 400 | TOANO | VA | 23168 | N/A | PC | building fund | $30,000 |
| MARRIAGE TODAY | |||||||
| PO BOX 59888 | DALLAS | TX | 75229 | N/A | PC | General & Unrestricted | $10,000 |
| NEW LIFE MINISTRIES | |||||||
| PO BOX 1029 | LAKE FOREST | CA | 92609 | N/A | PC | General & Unrestricted | $1,000 |
| OLIVET MEDICAL MINISTRY INC - LACKEY CLINIC | |||||||
| 1620 OLD WILLIAMSBURG RD | YORKTOWN | VA | 23690 | N/A | PC | General & Unrestricted | $5,000 |
| OYSTER POINT ROTARY FOUNDATION | |||||||
| 725 CITY CENTER BLVD STE 200 | NEWPORT NEWS | VA | 23606 | N/A | PC | Bikes for Tikes | $5,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PKWY | LANSDOWNE | VA | 20176 | N/A | PC | General & Unrestricted | $1,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $5,000 |
| SEND INTERNATIONAL OF THE UNITED STATES INC | |||||||
| PO BOX 513 | FARMINGTON | MI | 48332 | N/A | PC | General & Unrestricted | $18,000 |
| SEND INTERNATIONAL OF THE UNITED STATES INC | |||||||
| PO BOX 513 | FARMINGTON | MI | 48332 | N/A | PC | The Jackson Project | $11,000 |
| THE CIRCE INSTITUTE INC | |||||||
| 4190 BROWNWOOD LN NW | CONCORD | NC | 28027 | N/A | PC | General & Unrestricted | $10,000 |
| THE RADIANCE FOUNDATION INCORPORATED | |||||||
| PO BOX 1332 | PURCELLVILLE | VA | 20134 | N/A | PC | General & Unrestricted | $2,500 |
| WILLIAMSBURG CHRISTIAN RETREAT ASSOCIATION | |||||||
| 9275 BARNES RD | TOANO | VA | 23168 | N/A | PC | oak wood lodge FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,400 | 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 | $818 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,927 | 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 | $71,923 | 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 | $124,668 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,668 | 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 (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $9,843 | $40,524 |
| AQR LARGE CAP DEFENSIVE STYLE | $127,684 | $153,841 |
| ARK INNOVATION ETF | $87,485 | $101,902 |
| BROADCOM INC | $24,326 | $34,762 |
| CHUBB LIMITED | $25,708 | $36,891 |
| COMCAST CORP | $20,546 | $28,556 |
| CONSTELLATION BRANDS INC | $30,987 | $33,965 |
| CVS CAREMARK CORP | $29,359 | $39,894 |
| DODGE & COX INCOME FUND | $128,077 | $132,099 |
| FIRST TR VALUE LN DV | $98,328 | $123,763 |
| FIRST TRUST FINANCIAL ALPHADEX | $16,100 | $17,331 |
| FMI INTERNATIONAL FUND | $129,684 | $147,222 |
| FRANCO NEV CORP | $39,292 | $63,220 |
| GRANDEUR PEAK GLOBAL STALWARTS | $111,621 | $150,086 |
| INVESCO QQQ TRUST | $75,467 | $155,417 |
| ISHARES MSCI USA QUALITY | $145,516 | $160,526 |
| JP MORGAN CHASE | $18,025 | $45,305 |
| JP MORGAN ULTRA SHORT INCOME E | $141,794 | $142,011 |
| MICROSOFT CORP | $9,421 | $33,748 |
| PERFORMANCE TRUST TOTAL RETURN | $127,977 | $129,869 |
| SIMON PPTY GROUP INC | $31,478 | $30,090 |
| VANGUARD FINANCIALS INDEX FUND | $16,309 | $17,430 |
| VANGUARD GLBL FUND MINIMUM VOL | $76,592 | $100,531 |
| VANGUARD GNMA FUND ADMIRAL SHS | $141,312 | $140,997 |
| VANGUARD HEALTHCARE INDEX FND | $44,689 | $52,964 |
| VANGUARD SHORT-TERM FEDERAL FD | $142,291 | $142,685 |
| VANGUARD ULTRA ST BND ADMR | $118,072 | $118,794 |
| WALT DISNEY HOLDINGS CO | $31,749 | $44,691 |
| WHEATON PRECIOUS METALS CORP | $17,964 | $23,205 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $280 | LegalFeesAmt |
| Disbursements Charitable Prps | $280 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $15,635 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $15,635 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $300 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $14,429 | Amt |
| Net Investment Income | $14,429 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $1,700 | |
| 990-PF Excise Tax for 2018 | $579 | |
| Foreign Tax Paid | $108 | $108 |
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