MARCIA BRADY TUCKER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARCIA BRADY TUCKER FOUNDATION INC (EIN 13-6161561)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-09
- IRS object ID
- 202012839349100321
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- 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 | 2020-10-09T13:50:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264777527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TGM GROUP LLC | 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 | 2019-01-01 | 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 | 2020-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COREY N DUNCAN | PreparerPersonNm |
| PTIN | P00115973 | PTIN |
| Phone | 4108224008 | PhoneNum |
| Preparation | 2020-09-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.227.89.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-22 | IPDt |
| IP Tm | 11:02:46 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 21AC8DECB29F97DCA4B764D0B9ADEAE437211E8C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21AC8DECB29F97DCA4B764D0B9ADEAE437211E8C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,751,652 | 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 | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $246,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,868 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $344,655 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,461,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $344,655 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,763 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,763 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $595,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $595,375 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,545 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,509 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,036 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,438 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,888 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,550 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,790 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $94,827 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $94,827 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,555 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,720 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $373 | 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 | $89,135 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $17,827 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $71,308 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,079 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $135 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,944 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $337,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,066 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $163,028 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $516,623 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $516,623 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $853,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,066 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $679,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$258,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $447,309 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,141 | CashBOYAmt |
| Cash EOY | $213,167 | CashEOYAmt |
| Cash EOYFMV | $213,167 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $217,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $203,094 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,094 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,186,662 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,443,627 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,492,679 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,197,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,922,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,959,828 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,172,875 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,794,950 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,838,879 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,376 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,477 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,264 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,277 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,216 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $434 | LandBOYAmt |
| Land EOY | $61 | LandEOYAmt |
| Land EOYFMV | $61 | LandEOYFMVAmt |
| Other Assets BOY | $26,288 | OtherAssetsBOYAmt |
| Other Assets EOY | $41,680 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $41,680 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,879,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,636,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,751,652 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,377 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,759 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,377 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,759 | 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 | $9,866,361 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,631,317 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,866,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,631,317 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,879,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,636,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,866,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$258,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,515 | OtherIncreasesAmt |
| Subtotal | $9,652,326 | SubtotalAmt |
| Other Decreases | $21,009 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,631,317 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| UBS TRADED SECURITIES | $1,680,986 | $1,705,749 | -$24,763 | -$24,763 |
| UBS TRADED SECURITIES | $2,742,733 | $2,410,922 | $331,811 | $331,811 |
| SCUDDER K-1 | $498 | $498 | $498 | |
| UBS INVESTMENTS CAP GAIN DISTRIBUTION | $21,609 | $21,609 | $21,609 | |
| PAX INVESTMENTS CAP GAIN DISTRIBUTION | $15,500 | $15,500 | $15,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $344,655 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $482,451 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,300,657 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042692 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $534,793 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,591,911 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050491 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $479,117 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,912,589 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048334 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $492,401 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,502,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046885 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $534,823 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,622,485 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050348 | DistributionYr5Rt |
| Total Distribution | 0.238750 | TotalDistributionRt |
| Average Distribution | 0.047750 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,246,194 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $537,006 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,473 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $541,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $679,651 | 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 | $4,473 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,473 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $78 | EsPenaltyAmt |
| Overpayment | $12,449 | OverpaymentAmt |
| Applied To ES Tax | $12,449 | 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 | $77,545 | $3,480 | $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 | ||||
| ANNE COYLE | ||||||||||||
| 101 SIMONTON WAY | ST SIMONS ISLAND | GA | 31522 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| NIK LESCH | ||||||||||||
| 1155 JAY STREET APT B | BOULDER | CO | 80302 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| LUTHER TUCKER | ||||||||||||
| 7700 BLOOMFIELD ROAD | EASTON | MD | 21601 | DIRECTOR | 0.00 | $0 | $0 | $0 | ||||
| NICK TUCKER | ||||||||||||
| 5120 EARL DRIVE | LACANADA | CA | 91011 | 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 | $77,545 | CompensationAmt |
| Employee Benefits | $3,480 | 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 | $94,827 | 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 | $11,299,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,417,456 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,417,456 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,246,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $562,310 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $562,310 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,473 | TotalTaxAmt |
| Distributable Before Adj | $557,837 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $557,837 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $557,837 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $679,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $679,651 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,473 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $675,178 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $557,837 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,292 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $679,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,292 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $557,837 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,522 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $78,522 | 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 | $78,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $78,522 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (140 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AL OTRO LADO | ||||||||
| 511 E SAN YSIDRO BLVD 333 | SAN YSIDRO | CA | 92173 | NONE | N/A | ARTS | $2,000 | |
| ALZHEIMERS ASSN | ||||||||
| 644 LIN STREET | CINCINNATI | OH | 45203 | NONE | N/A | MEDICAL | $1,000 | |
| AMERICAN FOREIGN SERVICE ASSN | ||||||||
| PO BOX 98026 | WASHINGTON | DC | 20077 | NONE | N/A | HUMANITARIAN | $250 | |
| ANIMAL MEDICAL CENTER | ||||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | N/A | HUMANITARIAN | $21,622 | |
| ASPCA | ||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | N/A | HUMANITARIAN | $400 | |
| AURICLE COMMUNICATIONS | ||||||||
| PO BOX 2011 | JERSEY CITY | NJ | 07303 | NONE | N/A | ARTS | $1,622 | |
| AVATAR MEHER BABA CENTER OF SOUTHERN CALIFORNIA | ||||||||
| 1214 SOUTH VAN NESS AVENUE | LOS ANGELES | CA | 90019 | NONE | N/A | RELIGION | $1,622 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | N/A | EDUCATION | $500 | |
| BARRINGTON STAGE CO | ||||||||
| 122 NORTH STREET | PITTSFIELD | MA | 01201 | NONE | N/A | ARTS | $300 | |
| BERKSHIRE BACH SOCIETY | ||||||||
| PO BOX 1002 | GREAT BARRINGTON | MA | 01230 | NONE | N/A | ARTS | $50 | |
| BERKSHIRE BOTANICAL GARDEN | ||||||||
| PO BOX 826 | STOCKBRIDGE | MA | 01262 | NONE | N/A | ARTS | $24,000 | |
| BERKSHIRE THEATER GROUP | ||||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | NONE | N/A | ARTS | $150 | |
| BEYOND NUCLEAR INC | ||||||||
| 6930 CARROLL AVE 400 | TAKOMA PARK | MD | 20912 | NONE | N/A | HUMANITARIAN | $1,800 | |
| BIG GREEN | ||||||||
| 3216 TEJON STREET 100 | DENVER | CO | 80211 | NONE | N/A | CONSERVATION | $20,000 | |
| BISHOP JOHN T WALKER SCHOOL FOR BOYS | ||||||||
| 1801 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | N/A | EDUCATION | $750 | |
| BOULDER JCC | ||||||||
| 6007 OREG AVENUE | BOULDER | CO | 80303 | NONE | N/A | EDUCATION | $2,000 | |
| BRONX LACROSSE | ||||||||
| 1 MANHATTANVILLE ROAD SUITE 102 | PURCHASE | NY | 10577 | NONE | N/A | ATHLETICS | $1,622 | |
| CAMERON AND HAYDEN LORD FOUNDATION | ||||||||
| 110 RIVERSIDE DRIVE 12C | NEW YORK | NY | 10024 | NONE | N/A | EDUCATION | $250 | |
| CENTER FOR INQUIRY | ||||||||
| PO BOX 741 | AMHERST | NY | 14226 | NONE | N/A | RELIGION | $1,622 | |
| CET | ||||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | N/A | EDUCATION | $600 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | NONE | N/A | HUMANITARIAN | $2,072 | |
| CHARTER FOUNDATION | ||||||||
| PO BOX 1260 | SEBASTOPOL | CA | 95473 | NONE | N/A | EDUCATION | $9,000 | |
| CHAUTAUQUA FOUNDATION | ||||||||
| BOX 28 1 AMES AVENUE | CHAUTAUQUA | NY | 14722 | NONE | N/A | ARTS | $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 | $2,400 | |
| CHURCH OF ST LUKE IN THE FIELDS | ||||||||
| 487 HUDSON STREET | NEW YORK | NY | 10014 | NONE | N/A | RELIGION | $2,000 | |
| CINCINNATI ART MUSEUM | ||||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | N/A | ARTS | $1,500 | |
| CINCINNATI NATURE CENTER | ||||||||
| 4949 TEALTOWN ROAD | MILFORD | OH | 41450 | NONE | N/A | ARTS | $600 | |
| CINCINNATI OBSERVATORY CENTER | ||||||||
| 3489 OBSERVATORY PLACE | CINCINNATI | OH | 45208 | NONE | N/A | ARTS | $1,000 | |
| CINCINNATI PUBLIC RADIO | ||||||||
| 1301 WESTERN AVENUE | CINCINNATI | OH | 45203 | NONE | N/A | ARTS | $800 | |
| 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 | $22,000 | |
| COMMUNITY RADIO FOR NORTHERN COLORADO | ||||||||
| 7409 S ALTON COURT | CENTENNIAL | CO | 80112 | NONE | N/A | PUBLIC RADIO | $100 | |
| CONTEMPORARY DANCE THEATRE | ||||||||
| 1805 LARCH AVENUE | CINCINNATI | OH | 45224 | NONE | N/A | ARTS | $1,200 | |
| CULTURAL LANDSCAPE FOUNDATION | ||||||||
| 1711 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20089 | NONE | N/A | HUMANITARIAN | $300 | |
| DAILY ACTS ORGANIZATION | ||||||||
| PO BOX 293 | PETALUMA | CA | 94953 | NONE | N/A | HUMANITARIAN | $1,622 | |
| DEMOCRATISM INC | ||||||||
| 300 CENTRAL PARK WEST APT 11H | NEW YORK | NY | 10024 | NONE | N/A | HUMANITARIAN | $7,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | N/A | MEDICAL | $5,226 | |
| 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 | $500 | |
| ELECTRONIC FRONTIER FOUNDATION | ||||||||
| 815 EDDY STREET | SAN FRANCSICO | CA | 94109 | NONE | N/A | HUMANITARIAN | $1,622 | |
| ELON UNIVERSITY | ||||||||
| 2615 CAMPUS BOX | ELON | NC | 27244 | NONE | N/A | EDUCATION | $20,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| PO BOX 98051 | WASHINGTON | DC | 20077 | NONE | N/A | CONSERVATION | $400 | |
| EPISCOPAL RELIEF & DEVELOPMENT | ||||||||
| 815 SECOND AVENUE | NEW YORK | NY | 10017 | NONE | N/A | HUMANITARIAN | $1,250 | |
| FALMOUTH EDUCATION FOUNDATION | ||||||||
| PO BOX 6043 | FALMOUTH | ME | 04105 | NONE | N/A | EDUCATION | $10,000 | |
| FALMOUTH ELEMENTARY SCHOOL | ||||||||
| 58 WOODVILLE ROAD | FALMOUTH | ME | 04105 | NONE | N/A | EDUCATION | $3,222 | |
| FOCI | ||||||||
| 1045 OLD ACADEMY ROAD | FAIRFIELD | CT | 06824 | NONE | N/A | EDUCATION | $750 | |
| FREESTORE FOODBANK | ||||||||
| 1141 CENTRAL PARKWAY | CINTI | OH | 45202 | NONE | N/A | HUMANITARIAN | $1,500 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 525 EAST 80TH STREET SUITE 11 A | NEW YORK | NY | 10075 | NONE | N/A | EDUCATION | $20,000 | |
| GREAT PARKS FOREVER | ||||||||
| 10245 WINTON ROAD | CINCINNATI | OH | 45231 | NONE | N/A | CONSERVATION | $1,000 | |
| GREEN TREE MINISTRIES | ||||||||
| 20 SCHOOL STREET SUITE B | WESTBROOK | MA | 04092 | NONE | N/A | RELIGION | $400 | |
| GREEN TURTLE CAY FOUNDATION | ||||||||
| 26736 US-27 SUITE 202 | LEESBURG | FL | 34748 | NONE | N/A | CONSERVATION | $400 | |
| GREENAGERS | ||||||||
| PO BOX 157 | SOUTH EGREMONT | MA | 01258 | NONE | N/A | CONSERVATION | $20,000 | |
| GREENWOOD | ||||||||
| 80 ACADEMY STREET | SOUTH BERWICK | ME | 03908 | NONE | N/A | ARTS | $7,400 | |
| HARLEM LACROSSE | ||||||||
| 8 WEST 126TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | NONE | N/A | ATHLETICS | $1,622 | |
| HAVERFORD COLLEGE | ||||||||
| 370 LANCASTER AVENUE | HAVERFORD | PA | 19041 | NONE | N/A | EDUCATION | $750 | |
| HEIFER INTERNTIONAL FOUNDATION | ||||||||
| PO BOX 737 | LITTLE ROCK | AR | 72203 | NONE | N/A | SCIENCE | $2,826 | |
| HILLSIDE TRUST | ||||||||
| 710 TUSCULUM AVENUE | CINCINNATI | OH | 45226 | NONE | N/A | EDUCATION | $250 | |
| HOUR CHILDREN | ||||||||
| 36-11 12TH STREET | LONG ISLAND CITY | NY | 11106 | NONE | N/A | HUMANITARIAN | $1,200 | |
| HOUSATONIC VALLEY ASSN | ||||||||
| PO BOX 251 | SOUTH LEE | MA | 01260 | NONE | N/A | CONSERVATION | $500 | |
| HUMANITY NOW | ||||||||
| 2009 MONTROSE LANE | WILIMINGTON | NC | 28405 | NONE | N/A | HUMANITARIAN | $1,622 | |
| HYDROCEPHALUS FOUNDATION | ||||||||
| 4340 EW HWY SUITE 905 | BETHESDA | MD | 20814 | NONE | N/A | MEDICAL | $1,622 | |
| INFORMATION TECHNOLOGY DISASTER RESOURCE CNTR | ||||||||
| PO BOX 79146 | FORT WORTH | TX | 76179 | NONE | N/A | HUMANITARIAN | $1,622 | |
| 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 | $600 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEE | MN | 56007 | NONE | N/A | HUMANITARIAN | $3,000 | |
| JOY OUTDOOR EDUCATION CENTER | ||||||||
| PO BOX 417 | CLARKSVILLE | OH | 45113 | NONE | N/A | EDUCATION | $1,000 | |
| JUNIOR ACHIEVEMENT OF MAINE INC | ||||||||
| 565 CONGRESS STREET SUITE 306 | PORTLAND | ME | 04101 | NONE | N/A | EDUCATION | $8,000 | |
| JUST WORLD INTERNATIONAL | ||||||||
| 11294 W FOREST HILLS BLVD SUITE | WELLINGTON | FL | 33414 | NONE | N/A | EDUCATION | $620 | 10A-396 |
| LA LECHE LEAGUE INTERNATIONAL | ||||||||
| 110 HORIZON DRIVE SUITE 210 | RALEIGH | NC | 27615 | NONE | N/A | MEDICAL | $1,622 | |
| LANTA ANIMAL WELFARE | ||||||||
| 43460 RIDGE PARK DRIVE 240 | TEMECULA | CA | 92590 | NONE | N/A | HUMANITARIAN | $1,622 | |
| LITTLE GUILD OF ST FRANCIS | ||||||||
| 285 SHARON GOSHEN TURNPIKE | WEST CORNWALL | CT | 06796 | NONE | N/A | RELIGION | $400 | |
| LITTLE MIAMI INC | ||||||||
| 6040 PRICE ROAD | MILFORD | OH | 45150 | NONE | N/A | HUMANITARIAN | $250 | |
| LOS ANGELES MISSION | ||||||||
| 303 E 5TH STREET | LOS ANGELES | CA | 90032 | NONE | N/A | HUMANITARIAN | $1,000 | |
| MADEIRA SCHOOL | ||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | NONE | N/A | EDUCATION | $1,000 | |
| MAKING IT HAPPEN | ||||||||
| PO BOX 4372 | SUNLAND | CA | 91041 | NONE | N/A | MEDICAL | $9,900 | |
| MEHER FUND INC | ||||||||
| 420 DALRYMPLE ROAD | ATLANTA | GA | 30329 | NONE | N/A | EDUCATION | $16,000 | |
| METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | N/A | ARTS | $3,422 | |
| MILES OF HOPE BREAST CANCER FOUNDATION | ||||||||
| PO BOX 405 | LAGRANGEVILLE | NY | 12540 | NONE | N/A | MEDICAL | $1,622 | |
| MUSIC FORWARD | ||||||||
| 1275 PROSPECT AVENUE | BROOKLYN | NY | 11213 | NONE | N/A | ARTS | $400 | |
| NATIONAL PARKS CONSERVANCY ASSOCIATION | ||||||||
| PO BOX 97202 | WASHINGTON | DC | 20077 | NONE | N/A | CONSERVATION | $300 | |
| NATURE CONSERVANCY OHIO CHAPTER | ||||||||
| 6375 RIVERSIDE DRIVE SUITE 100 | DUBLIN | OH | 43017 | NONE | N/A | EDUCATION | $1,500 | |
| NETWORK FOR PUBLIC EDUCATION | ||||||||
| PO BOX 227 | NEW YORK | NY | 10156 | NONE | N/A | EDUCATION | $1,400 | |
| NEW YORK PUBLIC RADIO | ||||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | N/A | ARTS | $720 | |
| NRDC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | N/A | MEDICAL | $400 | |
| OLD TRINITY EPISCOPAL CHURCH | ||||||||
| 125 E MARKET STREET | TIFFIN | OH | 44883 | NONE | N/A | RELIGION | $1,622 | |
| OPERA COLORADO | ||||||||
| 4121 S NAVAJO STREET SUITE 100 | ENGLEWOOD | CO | 80110 | NONE | N/A | ARTS | $1,622 | |
| OUTER CAPE HEALTH SERVICES INC | ||||||||
| 3130 ROUTE 6 | WELLFLEET | MA | 02667 | NONE | N/A | MEDICAL | $500 | |
| PART OF THE SOLUTION | ||||||||
| 2759 WEBSTER AVENUE | BRONX | NY | 10458 | NONE | N/A | HUMANITARIAN | $1,622 | |
| PARTICIPATORY POLITICS FOUNDATION | ||||||||
| 1500 DEKALB AVENUE 1R | BROOKLYN | NY | 11237 | NONE | N/A | POLITICAL ENGAGEMENT | $3,622 | |
| PEAK TO PEAK HEALTHY COMMUNITIES | ||||||||
| PO BOX 668 | NEDERLAND | CO | 80466 | NONE | N/A | HUMANITARIAN | $1,622 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FL | NEW YORK | NY | 10038 | NONE | N/A | MEDICAL | $3,322 | |
| PROSPECT HOUSE | ||||||||
| PO BOX 5117 | CINCINNATI | OH | 45205 | NONE | N/A | HUMANITARIAN | $1,000 | |
| PROTESTANT EPISCOPAL CATHERDRAL FND | ||||||||
| MOUNT ST AUBIN | 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 | |
| RAINFOREST ALLIANCE | ||||||||
| 125 BROAD STREET 9TH FLR | NEW YORK | NY | 10004 | NONE | N/A | CONSERVATION | $450 | |
| REDWOOD EMPIRE FOOD BANK | ||||||||
| 3990 BRICKWAY BLVD | SANTA ROSA | CA | 95403 | NONE | N/A | HUMANITARIAN | $1,000 | |
| RETIRED RACEHORSE PROJECT | ||||||||
| 2976 SOLOMONS ISLAND ROAD | EDGEWATER | MD | 21037 | NONE | N/A | HUMANITARIAN | $2,022 | |
| SANCTUARY TASK FORCE EPISCOPAL DIOC LA | ||||||||
| 840 ECHO PARK | LOS ANGELES | CA | 90026 | NONE | N/A | HUMANITARIAN | $15,000 | |
| SANTA ROSA JUNIOR COLLEGE FOUND | ||||||||
| 1501 MENDOCINO AVENUE | SANTA ROSA | CA | 95401 | NONE | N/A | EDUCATION | $3,244 | |
| SCHOOL OF AMERICAN BALLET | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | N/A | ARTS | $1,200 | |
| SHEFFIELD HISTORICAL SOCIETY | ||||||||
| PO BOX 747 | SHEFFIELD | MA | 01257 | NONE | N/A | EDUCATION | $200 | |
| SKIDMORE COLLEGE | ||||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | N/A | EDUCATION | $600 | |
| SLOW MONEY INSTITUTE | ||||||||
| 2440 JUNCTION PLACE SUITE 100 | BOULDER | CO | 80301 | NONE | N/A | HUMANITARIAN | $1,622 | |
| SMALL PAWS RESCUE INC | ||||||||
| 3316 S 72ND AVENUE | TULSA | OK | 74107 | NONE | N/A | HUMANE | $400 | |
| SONOMA COUNTY FIRE DISTRICT | ||||||||
| 8200 OLD REDWOOD HWY | WINDSOR | CA | 95492 | NONE | N/A | HUMANITARIAN | $1,622 | |
| SPECIAL OLYMPICS COLORADO | ||||||||
| 12450 ARAPAHOE RD ST C | CENTENNIAL | CO | 80112 | NONE | N/A | ATHLETICS | $20,000 | |
| ST ALBANS CHURCH | ||||||||
| 3001 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | N/A | RELIGION | $4,750 | |
| ST ANDREWS EPISCOPAL SCHOOL | ||||||||
| 8804 POSTOAK ROAD | POTOMAC | MD | 20854 | NONE | N/A | EDUCATION | $250 | |
| ST LAWRENCE UNIVERSITY | ||||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | NONE | N/A | EDUCATION | $21,622 | |
| ST PAULS SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | NONE | N/A | EDUCATION | $500 | |
| STRAUS HISTORICAL SOCIETY INC | ||||||||
| PO BOX 416 | SMITHTOWN | NY | 11787 | NONE | N/A | EDUCATION | $400 | |
| SYLVIA RIVERA LAW PROJECT | ||||||||
| 147 W 24TH STREET 5TH FLOOR | NEW YORK | NY | 10011 | NONE | N/A | HUMANITARIAN | $1,622 | |
| 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 | $24,844 | |
| THE FLORENCE PROJECT | ||||||||
| PO BOX 86299 | TUSCAN | AZ | 85754 | NONE | N/A | HUMANITARIAN | $3,000 | |
| THE KKIS PROJECT | ||||||||
| 11436 ELIOT COURT | WESTMINSTER | CO | 80234 | NONE | N/A | EDUCATION | $400 | |
| THE MOUNT | ||||||||
| PO BOX 974 | LENOX | MA | 01240 | NONE | N/A | EDUCATION | $5,622 | |
| THE NEW 42ND STREET INC | ||||||||
| 229 W 42ND STREET | NEW YORK | NY | 10036 | NONE | N/A | ARTS | $400 | |
| THE PEOPLE CONCERN | ||||||||
| 2116 ARLINGTON AVENUE SUITE 100 | LOS ANGELES | CA | 90018 | NONE | N/A | HUMANITARIAN | $20,000 | |
| THE SYLVIA CENTER | ||||||||
| 304 HUDSON STREET | NEW YORK | NY | 10013 | NONE | N/A | EDUCATION | $2,000 | |
| TREGARON CONSERVANCY | ||||||||
| PO BOX 11351 | WASHINGTON | DC | 20008 | NONE | N/A | EDUCATION | $250 | |
| UNIVERSITY OF MARYLAND FOUNDATION | ||||||||
| 3300 METZEROTT ROAD | ADELPHI | MD | 20783 | NONE | N/A | EDUCATION | $15,750 | |
| VASSAR COLLEGE | ||||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | N/A | EDUCATION | $1,500 | |
| VIBRANT EMOTIONAL HEALTH | ||||||||
| 50 BROADWAY FLOOR 19 | NEW YORK | NY | 10004 | NONE | N/A | MEDICAL | $400 | |
| WAMC | ||||||||
| 318 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | N/A | PUBLIC RADIO | $300 | |
| WAMU 885 FM | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | NONE | N/A | PUBLIC RADIO | $500 | |
| WCET | ||||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | N/A | PUBLIC RADIO | $1,000 | |
| 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 | $500 | |
| WICKHAM WORKS INC | ||||||||
| 3 FORESTER AVENUE UNIT 8 | WARWICK | NY | 10990 | NONE | N/A | EDUCATION | $800 | |
| WOMEN FOOD & AG NETWORK | ||||||||
| PO BOX 611 | AMES | IA | 50011 | NONE | N/A | HUMANITARIAN | $600 | |
| WOODFORD FAMILY SERVICES | ||||||||
| PO BOX 1768 | PORTLAND | ME | 04104 | NONE | N/A | HUMANITARIAN | $23,100 | |
| WORKERS OF ST ALBAN'S | ||||||||
| 3001 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | N/A | HUMANITARIAN | $19,933 | |
| WORLD HARVEST CHARITIES | ||||||||
| 3100 VENICE BLVD | LOS ANGELES | CA | 90019 | NONE | N/A | HUMANITARIAN | $1,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | N/A | CONSERVATION | $400 | |
| YALE UNIVERSITY ALUMNI FUND | ||||||||
| PO BOX 803 | NEW HAVEN | CT | 06503 | NONE | N/A | EDUCATION | $500 | |
| YMCA OF SOUTHERN MAINE | ||||||||
| 14 OLD SOUTH FREEPORT ROAD | FREEPORT | ME | 04032 | NONE | N/A | HUMANITARIAN | $400 | |
| YOUNG EISNER SCHOLARS | ||||||||
| PO BOX 3085 | INGLEWOOD | CA | 90304 | NONE | N/A | EDUCATION | $1,622 | |
| YWCA OF CINCINNATI | ||||||||
| 898 WALNUT STREET | CINCINNATI | OH | 45273 | NONE | N/A | HUMANITARIAN | $800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $516,623 | 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 | $89 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $246,868 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $344,655 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $595,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $595,375 | 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 | $13,950 | Amt |
| Net Investment Income | $11,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,790 | 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 | $1,430 | SL | 5.000000000000 | $373 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,794,950 | EOYBookValueAmt |
| EOYFMV | $1,838,879 | 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 | $5,922,020 | EOYBookValueAmt |
| EOYFMV | $7,959,828 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,443,627 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,492,679 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,477 | BookValueAmt |
| EOYFMV | $2,264 | EOYFMVAmt |
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 | $1,803 | $61 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST - RECEIVABLE | $21,009 | $23,231 | $23,231 |
| SECURITY DEPOSIT | $5,279 | $6,000 | $6,000 |
| EXCESS TAX RECEIVABLE | $12,449 | $12,449 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST 2018 | Desc |
| Amt | $21,009 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $4,750 | $0 | $4,750 |
| INSURANCE | $2,850 | $0 | $2,850 |
| OFFICE | $1,609 | $0 | $1,609 |
| POSTAGE | $934 | $0 | $934 |
| SUPPLIES | $1,336 | $0 | $1,336 |
| TELEPHONE | $1,313 | $0 | $1,313 |
| UTILITIES | $714 | $0 | $714 |
| OTHER TAX | $502 | $0 | $502 |
| BANK FEES | $135 | $135 | $0 |
| WEBSITE | $1,534 | $0 | $1,534 |
| MAINTENANCE | $627 | $0 | $627 |
| NYS TAX | $775 | $0 | $775 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $89 | $89 | $89 |
| SCUDDER K-1 | $3,674 | $3,674 | $3,674 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST 2019 | $23,231 |
| EXCISE TAXES PAYABLE 2018 | $8,835 |
| EXCISE TAXES RECEIVABLE 2019 | $12,449 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL RELATED WITHHELD | $4,542 | $4,759 |
| EXCISE TAX PAYABLE | $8,835 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $94,827 | Amt |
| Net Investment Income | $94,827 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES FOREIGN ON INCOME | $6,720 | $6,720 | $0 |
| EXCISE TAXES | $25,835 | $0 | $0 |