THE MEEKER ROM FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MEEKER ROM FAMILY FOUNDATION (EIN 81-4627328)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-28
- IRS object ID
- 202031499349100313
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-28T11:43:17-05:00 | 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 | 814627328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Meeker Rom Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MEEK | 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 | DAN GRAUSZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-04-30 | 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 | 06391520201495000027 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5EBD0F9611F6C2B8155DB0E8CB23DDD2FF5D3B12 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | 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 | $6,351,513 | 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 | $229 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $229 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,551 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,084,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,536 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,810 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $278,126 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,316 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $57,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,406 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,504 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $704 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $21,889 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,885 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,885 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $290,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,202 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,009 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,009 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,100,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,040,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,252,504 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,151,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,139,124 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,351,513 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,151,797 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,139,124 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,151,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,139,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,151,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,139,124 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,151,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,673 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,139,124 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,139,124 | 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 | $1,084,704 | GrossSalesPriceAmt |
| Cost Or Other Basis | $963,168 | CostOrOtherBasisAmt |
| Gain Or Loss | $121,536 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $121,536 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,536 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $197,534 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,731,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $72,572 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,361,372 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.013536 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $4,809,184 | NetVlNoncharitableAssetsYr3Amt |
| 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 | 0.048002 | TotalDistributionRt |
| Average Distribution | 0.016001 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,892,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,280 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,832 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,112 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $231,885 | 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 | $1,832 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,832 | SubtotalAmt |
| Tax Based On Investment Income | $1,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,868 | OverpaymentAmt |
| Applied To ES Tax | $1,868 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Dan Grausz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Clare Hodgson Meeker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| Holly Meeker Rom | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| William N Rom | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
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 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Managemen | ServiceTypeTxt |
| Compensation | $57,406 | CompensationAmt |
| 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 | $5,919,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,981,877 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,981,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,892,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,832 | TotalTaxAmt |
| Distributable Before Adj | $292,775 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,775 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,775 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,885 | 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 | $231,885 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,832 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $230,053 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $210,569 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $231,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $210,569 | AppliedToYear1Amt |
| Applied To Current Year | $21,316 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $271,459 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS STRIVING TO END POVERTY INC | |||||||
| 165 W 46TH ST STE 1310 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 |
| CALIFORNIA POETS IN THE SCHOOL | |||||||
| PO BOX 1328 | SANTA ROSA | CA | 95402 | N/A | PC | General & Unrestricted | $1,000 |
| CLIMATE GENERATION A WILL STEGER LEGACY | |||||||
| 2801 21ST AVE S STE 110 | MINNEAPOLIS | MN | 55407 | N/A | PC | General & Unrestricted | $30,000 |
| CONSERVATION LANDS FOUNDATION | |||||||
| 835 E 2ND AVE STE 314 | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $3,000 |
| CORAL RESTORATION FOUNDATION INC | |||||||
| 89111 OVERSEAS HWY | TAVERNIER | FL | 33070 | N/A | PC | General & Unrestricted | $5,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | General & Unrestricted | $5,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | N/A | PC | Climate Change Program | $10,000 |
| FORTERRA NW | |||||||
| 901 5TH AVE STE 2200 | SEATTLE | WA | 98164 | N/A | PC | to upgrade video conferencing capability | $15,000 |
| FOUNTAIN HOUSE INC | |||||||
| 425 W 47TH ST | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $2,500 |
| FRACTURED ATLAS INC | |||||||
| 248 W 35TH ST 10TH FLR | NEW YORK | NY | 10001 | N/A | PC | Nick and Nicky movie project | $2,000 |
| HOFSTRA UNIVERSITY - SCHOOL OF LAW | |||||||
| 121 HOFSTRA UNIVERSITY RM 029L | HEMPSTEAD | NY | 11549 | N/A | PC | Hofstra Law Scholarship Fund | $5,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 5TH AVE 34TH FL | NEW YORK | NY | 10118 | N/A | PC | General & Unrestricted | $2,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH ST NW 7TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $15,000 |
| MILLS COLLEGE | |||||||
| 5000 MACARTHUR BLVD | OAKLAND | CA | 94613 | N/A | PC | Mills tri-state scholarship fund and Mills community farm | $4,000 |
| MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY | |||||||
| 1919 UNIVERSITY AVE W STE 515 | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | Climate Change Program | $10,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | General & Unrestricted | $2,000 |
| NEW YORK UNIVERSITY | |||||||
| 1 E 78TH ST | NEW YORK | NY | 10075 | N/A | PC | Connoisseurs Circle of the NYU Institute of Fine Art | $7,500 |
| NORTHWEST KIDNEY CENTERS | |||||||
| PO BOX 3035 | SEATTLE | WA | 98114 | N/A | PC | General & Unrestricted | $1,000 |
| OCEAN CLEANUP NORTH PACIFIC FOUNDATION | |||||||
| DEPT LA 24875 | PASADENA | CA | 91185 | N/A | PC | General & Unrestricted | $2,000 |
| PAGE AHEAD CHILDRENS LITERACY PRGM | |||||||
| 1130 NW 85TH ST | SEATTLE | WA | 98117 | N/A | PC | General & Unrestricted | $1,000 |
| PIZZA KLATCH | |||||||
| 312 4TH AVE E | OLYMPIA | WA | 98501 | N/A | PC | General & Unrestricted | $1,000 |
| RYE ART CENTER INC | |||||||
| 51 MILTON RD | RYE | NY | 10580 | N/A | PC | General & Unrestricted | $1,500 |
| SALMAGUNDI CLUB | |||||||
| 47 5TH AVE | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| SAN JUAN COMMUNITY HOME TRUST | |||||||
| PO BOX 2603 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $5,000 |
| SAN JUAN PRESERVATION TRUST | |||||||
| PO BOX 759 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $20,000 |
| SEATTLE AQUARIUM SOCIETY-SEAS | |||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $2,000 |
| SEATTLE ARTS AND LECTURES INC | |||||||
| 340 E 15TH AVE 301 | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $3,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | Climate Change Program | $5,000 |
| STANLEY ANN DUNHAM SCHOLARSHIP FUND | |||||||
| 7683 SE 27TH ST 102 | MERCER ISLAND | WA | 98040 | N/A | PC | General & Unrestricted | $5,000 |
| THE ASPEN INSTITUTE INC | |||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $3,500 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | The Modern Circle Friends Group | $15,000 |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 595 COMMONWEALTH AVE W ENTRANCE | BOSTON | MA | 02215 | N/A | PC | College of Fine Arts scholarship fund | $15,000 |
| WASHINGTON IMMIGRANT DEFENSE NETWORK | |||||||
| 1001 4TH AVE STE 3200 | SEATTLE | WA | 98154 | N/A | PC | General & Unrestricted | $2,500 |
| WASHINGTON STUDIO SCHOOL INC | |||||||
| 2129 S ST NW | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $1,500 |
| WILDERNESS SOCIETY | |||||||
| 1615 M ST NW LBBY 2 | WASHINGTON | DC | 20036 | N/A | PC | Climate Change Program | $1,000 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | |||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,000 | 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 | $229 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,551 | 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 | $121,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $36,810 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $278,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,126 | 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 (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $35,859 | $59,381 |
| AMERICAN ELECTRIC POWER INC | $14,872 | $15,122 |
| APPLE INC | $116,922 | $226,698 |
| BERKSHIRE HATHAWAY INC DEL CL | $740,295 | $1,018,769 |
| BERKSHIRE HATHAWAY INC. CLASS | $194,944 | $268,403 |
| BLACKROCK FUNDS LOW DURATION P | $367,505 | $370,264 |
| BLACKROCK INC | $20,397 | $25,638 |
| BLACKROCK STRAT INC OPP PORTFO | $366,383 | $370,149 |
| CHEVRON CORP | $32,167 | $34,948 |
| CHUBB LIMITED | $25,715 | $28,641 |
| COMCAST CORP | $43,546 | $52,660 |
| CRANE CO | $17,483 | $20,299 |
| DIAGEO PLC ADS | $21,379 | $32,337 |
| DOUBLELINE LOW DURATION BOND F | $200,860 | $201,489 |
| FEDERATED ULTRA SHORT BOND FUN | $366,835 | $368,592 |
| FINANCIAL SELECT SECTOR SPDR F | $269,280 | $336,487 |
| HOME DEPOT INC | $38,108 | $55,469 |
| INTEL CORP | $44,365 | $64,758 |
| INVESCO QQQ TRUST | $276,476 | $442,441 |
| ISHARES HIGH DIVIDEND EQUITY F | $350,922 | $407,187 |
| ISHARES MRGST MIDCOR | $500,597 | $628,469 |
| JOHNSON & JOHNSON | $49,600 | $53,972 |
| JP MORGAN CHASE | $40,112 | $51,578 |
| LINDE PLC COM | $19,394 | $25,335 |
| LOCKHEED MARTIN CORP | $41,220 | $54,903 |
| LORD ABBETT INVESTMENT TRUST S | $370,546 | $369,033 |
| MARSH AND MCLENNAN COMPANIES I | $27,364 | $40,665 |
| MCDONALD'S CORP | $27,234 | $41,103 |
| MEDTRONIC PLC | $47,388 | $63,532 |
| MICROSOFT CORP | $58,260 | $109,917 |
| NEXTERA ENERGY, INC | $29,828 | $45,768 |
| NOVARTIS AG ADR | $27,787 | $37,308 |
| PROCTER GAMBLE CO | $31,740 | $39,219 |
| REPUBLIC SVCS INC | $18,930 | $24,379 |
| ROCKWELL AUTOMATION INC | $18,783 | $24,928 |
| SUNCOR ENERGY INC | $27,332 | $27,978 |
| TEXAS INSTRUMENTS INC | $29,121 | $40,026 |
| THE COCA-COLA CO | $43,530 | $51,143 |
| TRUIST FINANCIAL CORPORATION | $30,080 | $33,398 |
| UNION PACIFIC | $17,629 | $30,011 |
| UNITED TECHNOLOGIES CORP | $26,389 | $34,295 |
| V F CORP | $12,938 | $25,812 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $21,860 | $21,860 | |
| Bank Charges | $4 | $4 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $36,810 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $57,406 | Amt |
| Net Investment Income | $57,406 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $800 | |
| Foreign Tax Paid | $704 | $704 |
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