MICOL SCHEJOLA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICOL SCHEJOLA FOUNDATION (EIN 13-7257959)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-08
- IRS object ID
- 202041909349100134
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-08T13:42:16-05:00 | 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 | 137257959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carlo & Micl Schejola Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SCHE | 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 | LINDA SCHEJOLA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-05-29 | 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 | 06391520201905000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E580382B6EC9A3FAB9C3255FF56957C9676C3F6 | 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 | $8,413,108 | 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 | $2,449 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,449 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,190 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$176,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $769,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$67,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,639 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $25,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,913 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,913 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,254 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,974 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,280 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,011 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,682 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,682 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,608 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $22,608 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,974 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $685,133 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $685,133 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $747,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,974 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $741,616 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$815,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,665 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $394,380 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $462,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $462,561 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $283,192 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $4,908,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,533,246 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,950,547 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $225,682 | CorporateBondsBOYAmt |
| Total Assets BOY | $5,811,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,995,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,413,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,811,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,995,807 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,811,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,995,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,811,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,995,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,811,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$815,586 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,995,807 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,995,807 | 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 | $769,894 | GrossSalesPriceAmt |
| Cost Or Other Basis | $946,518 | CostOrOtherBasisAmt |
| Gain Or Loss | -$176,624 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$176,624 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$176,624 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $722,205 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,359,043 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086398 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $815,078 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,519,758 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095669 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $630,556 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,346,798 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075545 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $949,809 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,885,945 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.106889 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $782,818 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,354,759 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083681 | DistributionYr5Rt |
| Total Distribution | 0.448182 | TotalDistributionRt |
| Average Distribution | 0.089636 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,087,001 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $724,886 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,057 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $725,943 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $741,616 | 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 | $1,057 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,057 | SubtotalAmt |
| Tax Based On Investment Income | $1,057 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,043 | OverpaymentAmt |
| Applied To ES Tax | $1,043 | 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 | NY | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Jeff Akin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Linda Schejola | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Lisa Schejola | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 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 | $7,588,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $621,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,210,153 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,210,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,087,001 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $404,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $404,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,057 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,057 | TotalTaxAmt |
| Distributable Before Adj | $403,293 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $403,293 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $403,293 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $741,616 | 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 | $741,616 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,057 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $740,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,293 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $317,306 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $507,744 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $215,306 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $391,536 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $306,441 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,738,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $741,616 | QualifyingDistributionsAmt |
| Applied To Current Year | $403,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $338,323 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,076,656 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $317,306 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,759,350 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $507,744 | ExcessFromYear4Amt |
| Excess From Year3 | $215,306 | ExcessFromYear3Amt |
| Excess From Year2 | $391,536 | ExcessFromYear2Amt |
| Excess From Year1 | $306,441 | ExcessFromYear1Amt |
| Excess From Current Year | $338,323 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Linda Schejola | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 21ST CENTURY LEADERS INC | |||||||
| 115 NEW ST STE B | DECATUR | GA | 30030 | N/A | PC | General & Unrestricted | $43,333 |
| BOYS & GIRLS CLUB OF GORDON MURRAY AND WHITFIELD C | |||||||
| PO BOX 309 | DALTON | GA | 30722 | N/A | PC | mountain bike program | $1,800 |
| BOYS & GIRLS CLUB OF GORDON MURRAY AND WHITFIELD C | |||||||
| PO BOX 309 | DALTON | GA | 30722 | N/A | PC | mountain bike program | $25,000 |
| BOYS & GIRLS CLUB OF LANIER INC | |||||||
| 1 POSITIVE PL | GAINESVILLE | GA | 30501 | N/A | PC | mountain bike program | $25,000 |
| BOYS & GIRLS CLUB OF SOUTHEAST GEORGIA INC | |||||||
| PO BOX 1193 | BRUNSWICK | GA | 31521 | N/A | PC | Mountain bike program | $25,000 |
| BOYS & GIRLS CLUBS OF THE OCOEE REGION | |||||||
| 385 3RD ST SW | CLEVELAND | TN | 37311 | N/A | PC | mountain bike program | $25,000 |
| CASA VALENTINA INC | |||||||
| 2990 SW 35TH AVE | MIAMI | FL | 33133 | N/A | PC | coaching for staff and board fund | $10,000 |
| FISHER ISLAND PHILANTHROPIC FUND | |||||||
| 3250 SW 3RD AVE | MIAMI | FL | 33129 | N/A | PC | General & Unrestricted | $20,000 |
| HARLAN COUNTY BOYS & GIRLS CLUB INC | |||||||
| 1 POSITIVE PL | HARLAN | KY | 40831 | N/A | PC | Mountain Bike Program | $25,000 |
| HEALTH INFORMATION PROJECT INC | |||||||
| 4601 PONCE DE LEON BLVD STE 300 | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $75,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 5TH AVE 34TH FL | NEW YORK | NY | 10118 | N/A | PC | Miami Committee fund | $40,000 |
| IANS FRIENDS FOUNDATION INC | |||||||
| 855 MARSEILLES DR | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $50,000 |
| KING BAUDOUIN FOUNDATION UNITED STATES INC | |||||||
| 10 ROCKEFELLER PL 16TH FL | NEW YORK | NY | 10020 | N/A | PC | Sumba Hospitality Foundation program | $50,000 |
| MIAMI DADE COLLEGE FOUNDATION INC New World Schoo | |||||||
| 300 NE 2ND AVE | MIAMI | FL | 33132 | N/A | PC | Miami Book Fair - Sponsorship fund for Author Eve Ensler, presenting "The Apology" | $5,000 |
| NEW YORK FOUNDATION FOR THE ARTS INC | |||||||
| 20 JAY ST STE 740 | BROOKLYN | NY | 11201 | N/A | PC | Hudson Project Documentary | $10,000 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | Women and Girls Initiative | $5,000 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | Emergency funds for Haiti | $20,000 |
| SING FOR HOPE INC | |||||||
| 575 8TH AVE STE 1812 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $100,000 |
| THE FOUNTAINHEAD RESIDENCY INC | |||||||
| 5600 N BAYSHORE DR | MIAMI | FL | 33137 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 |
| V-DAY | |||||||
| 4104 24TH ST 4515 | SAN FRANCISCO | CA | 94114 | N/A | PC | OBR Miami Fund | $30,000 |
| V-DAY | |||||||
| 4104 24TH ST 4515 | SAN FRANCISCO | CA | 94114 | N/A | PC | OBR Miami Fund | $10,000 |
| V-DAY | |||||||
| 4104 24TH ST 4515 | SAN FRANCISCO | CA | 94114 | N/A | PC | Tewa Nepal fund | $20,000 |
| V-DAY | |||||||
| 4104 24TH ST 4515 | SAN FRANCISCO | CA | 94114 | N/A | PC | TEWA Nepal fund | $20,000 |
| WOMENS FUND OF MIAMI-DADE INC | |||||||
| 1330 SW 22ND ST STE 208 | MIAMI | FL | 33145 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $685,133 | 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 | $2,449 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,190 | 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 | -$176,624 | 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 | -$67,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$67,985 | 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
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN BARTOLO REGIONAL HOSPITAL VICENZA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VIALE F RODOLFI N 37 | AddressLine1Txt |
| City | VICENZA | CityNm |
| Country | IT | CountryCd |
| Foreign Postal | 36100 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2011-06-28 | GrantDt |
| Grant | $60,000 | GrantAmt |
| Purpose Of Grant | TO HELP FUND PROJECT FOR HEALTH CORPORATION | PurposeOfGrantTxt |
| Expended By Grantee | $60,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 7/23/12, 8/11/13, 9/11/14, 3/25/15, 5/6/16, 5/17/17 | DatesOfReportsByGranteeTxt |
| Results Of Verification | ADDITIONAL DATES OF ANNUAL REPORTS: 6/4/18, 6/25/19 NO VERIFICATION WAS NECESSARY | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | $1,968,784 | $3,735,490 |
| CONSUMER STAPLES SELECT SECTOR | $999,024 | $1,964,976 |
| INVESCO DYNAMIC LARGE CAP VALU | $299,801 | $434,175 |
| ISHARE MSCI UK INDEX | $300,276 | $301,683 |
| ISHARES TR DJ SEL DIVIDEND INX | $299,959 | $435,002 |
| SPDR GOLD SHARES | $65,850 | $142,900 |
| SPDR S&P 500 ETF TRUST | $300,101 | $497,274 |
| SPDR S&P 600 SMALL CAP | $299,451 | $439,047 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $21,798 | $21,798 |
| Payroll Processing Fees | $540 | $540 |
| Postage/Delivery Service | $20 | $20 |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $2,974 | $2,974 | |
| Website Development | $3,280 | $3,280 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $2,100 |
| 990-PF Excise Tax for 2018 | $911 |
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