HATHAWAY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HATHAWAY FAMILY FOUNDATION (EIN 22-3696161)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202043119349100634
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T11:52:00-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221624206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALESARDI QUACKENBUSH SWIFT & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH DEAN STREET - SUITE 5 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | 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 | 223696161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HATHAWAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HATH | BusinessNameControlTxt |
| Phone | 8456779229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 889 TOWER HILL ROAD | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HATHAWAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8456779229 | PhoneNum |
| Signature | 2020-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID O'BRIEN | PreparerPersonNm |
| PTIN | P00430397 | PTIN |
| Phone | 2015674100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.193.195.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-28 | IPDt |
| IP Tm | 10:31:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6014A8AC9613E226179BDB626004E873D4A707F9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6014A8AC9613E226179BDB626004E873D4A707F9 | 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 | $9,173,106 | 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 |
| Dividends Rev And Expnss | $193,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,186,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $197,231 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33,158 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33,158 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $423,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $413,831 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $781 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $781 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,522 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $303,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $303,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $404,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $265,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,279 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,807,177 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,966,312 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,935,827 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,072,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,203,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,173,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $7,072,240 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,203,591 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,072,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,203,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,072,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,203,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,072,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,873 | ExcessRevenueOverExpensesAmt |
| Other Increases | $64,099 | OtherIncreasesAmt |
| Subtotal | $7,247,212 | SubtotalAmt |
| Other Decreases | $43,621 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,203,591 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GS 94129 | P | $407,296 | $436,396 | -$29,100 | -$29,100 |
| GS 94129 | P | $316,110 | $296,358 | $19,752 | $19,752 |
| GS 94129 | P | $10,433 | $10,700 | -$267 | -$267 |
| GS 94129 | P | $382,593 | $245,782 | $136,811 | $136,811 |
| ALTERNATIVE INVESTMENTS | P | $23,064 | $23,064 | $23,064 | |
| CAPITAL GAINS DIVIDENDS | P | $46,971 | $46,971 | $46,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $197,231 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $273,575 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,544,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032016 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $271,380 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,012,344 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033870 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $311,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,424,502 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041969 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $277,154 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,037,579 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039382 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $372,314 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,333,450 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058785 | DistributionYr5Rt |
| Total Distribution | 0.206022 | TotalDistributionRt |
| Average Distribution | 0.041204 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,526,680 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $351,333 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,045 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $355,378 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $303,570 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,598 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,098 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $225 | EsPenaltyAmt |
| Tax Due | $2,218 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 8456779229 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 889 TOWER HILL ROAD | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY HATHAWAY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 889 TOWER HILL ROAD | AddressLine1Txt |
| City | MILLBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $8,405,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,656,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,656,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,526,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $426,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $426,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,091 | TotalTaxAmt |
| Distributable Before Adj | $418,243 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $418,243 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $418,243 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $303,570 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $303,570 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $418,243 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $86,675 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $86,675 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $303,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $303,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $86,675 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $86,675 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $27,998 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AARP | ||||||
| 4701 QUEENS BLVD | SUNNYSIDE | NY | 11104 | CHARITABLE | $200 | |
| ADIRONDACK COUNCIL | ||||||
| 103 HAND AVENUE | ELIZABETHTOWN | NY | 12932 | CHARITABLE | $500 | |
| AHPF | ||||||
| 931 POWDERHOUSE ROAD | AIKEN | SC | 29802 | CHARITABLE | $2,500 | |
| AHTF | ||||||
| 363 NORTH LOOMIS STREET | SOUTHWICK | MA | 01077 | CHARITABLE | $1,000 | |
| AIKEN LAND TRUST | ||||||
| PO BOX 3096 | AIKEN | SC | 29802 | CHARITABLE | $500 | |
| AIKEN RESCUE | ||||||
| 631 KERSHAW STREET | AIKEN | SC | 29801 | CHARITABLE | $500 | |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | AIKEN | SC | 29802 | CHARITABLE | $500 | |
| ALZHEIMER'S DISEASE RESEARCH | ||||||
| 34 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | CHARITABLE | $500 | |
| AMERICAN HORSE TRIALS FOUNDATION | ||||||
| 7913 COLONIAL LN | CLINTON | MD | 20735 | CHARITABLE | $14,770 | |
| ANIMAL KIND | ||||||
| 721 WARREN STREET | HUDSON | NY | 12534 | CHARITABLE | $500 | |
| ASPCA | ||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | CHARITABLE | $1,000 | |
| ASPEN COUNTRY DAY | ||||||
| 85 COUNTRY DAY WAY | ASPEN | CO | 81611 | CHARITABLE | $5,000 | |
| AUDOBON SHARON | ||||||
| 325 CONRWALL BRIDGE ROAD | SHARON | CT | 06069 | CHARITABLE | $500 | |
| BALLET COLLECTIVE | ||||||
| 720 FORT WASHINGTON AVENUE | NEW YORK | NY | 10040 | CHARITABLE | $1,000 | |
| BARD COLLEGE | ||||||
| 30 CAMPUS ROAD | ANNANDALE | NY | 12504 | CHARITABLE | $500 | |
| BERKSHIRE TACONIC COMMUNITY FOUNDATION | ||||||
| 800 NORTH MAIN STREET | SHEFFIELD | MA | 01257 | CHARITABLE | $5,000 | |
| CARY INSTITUTE | ||||||
| 2801 SHARON TURNPIKE | MILLBROOK | NY | 12545 | CHARITABLE | $10,000 | |
| CITY SQUASH | ||||||
| PO BOX 619 FORDHAM STATION | BRONX | NY | 10458 | CHARITABLE | $1,000 | |
| CLEARWATER | ||||||
| 724 WOLCOTT AVENUE | BEACON | NY | 12508 | CHARITABLE | $1,000 | |
| COLUMBIA GREENE HUMANE SOCIETY | ||||||
| 111 HUMANE SOCIETY ROAD | HUDSON | NY | 12534 | CHARITABLE | $500 | |
| COMMUNITY FOUNDATION OF NY | ||||||
| 80 WASHINGTON ST SUITE 201 | POUGHKEEPSIE | NY | 12601 | CHARITABLE | $500 | |
| CORNELL UNIVERSITY | ||||||
| 130 E SENECA ST SUITE 400 | ITHICA | NY | 14850 | CHARITABLE | $1,000 | |
| DEFENDERS OF WILDLIFE | ||||||
| 1130 17TH STREET | WASHINGTON | DC | 20036 | CHARITABLE | $500 | |
| DREAM CATCHER | ||||||
| 5401 S HYDE PARK BLVD APT 302 | CHICAGO | IL | 60615 | CHARITABLE | $500 | |
| DUTCHESS COUNTY SPCA | ||||||
| 636 VIOLET AVENUE | HYDE PARK | NY | 12538 | CHARITABLE | $1,000 | |
| DUTCHESS DAY SCHOOL | ||||||
| 415 ROUTE 343 | MILLBROOK | NY | 12545 | CHARITABLE | $20,000 | |
| ENVIRONMENT DEFENSE | ||||||
| 257 PARK AVENUE | NEW YORK | NY | 10010 | CHARITABLE | $500 | |
| EQUINE ADVOCATES | ||||||
| PO BOX 354 | CHATHAM | NY | 120370035 | CHARITABLECHARITABLECHARITABLE | $250 | |
| EQUINE LAND CONSERVATION | ||||||
| 4037 IRON WORKS PARKWAY SUITE 120 | LEXINGTON | KY | 40511 | CHARITABLE | $1,000 | |
| EQUINE RESCUE OF AIKEN | ||||||
| PO BOX 295 | WALDEN | NY | 12586 | CHARITABLE | $500 | |
| FAIR HILL | ||||||
| PO BOX 1324 | ELKTON | MD | 21922 | CHARITABLE | $20,000 | |
| FRIENDS OF THE ANIMAL SHELTER | ||||||
| THE DEBS CENTER 3 DAG HAMMARSKJOLD | NEW YORK | NY | 10017 | CHARITABLE | $500 | PLAZA 8TH FLOOR |
| FRIENDS OF WETHERSFIELD LIBRARY | ||||||
| 515 SILAS DEANE HIGHWAY | WETHERSFIELD | CT | 06109 | CHARITABLE | $10,000 | |
| FRONT RANGE | ||||||
| PO BOX 458 | OCALA | FL | 34478 | CHARITABLE | $500 | |
| GENTLE GIANTS RESCUE | ||||||
| 9 CANNONBALL ROAD | POMPTON LAKES | NJ | 07442 | CHARITABLE | $500 | |
| GRACE SMITH HOUSE | ||||||
| 1 BROOKSIDE AVENUE | POUGHKEEPSIE | NY | 12601 | CHARITABLE | $500 | |
| GREAT OAK THERAPEUTIC RIDING CENTER | ||||||
| PO BOX 1288 | AIKEN | SC | 29802 | CHARITABLE | $2,500 | |
| HARTLAND YOUTH SCHOLARS | ||||||
| 133 ALLEN PLACE | HARTFORD | CT | 06106 | CHARITABLE | $5,000 | |
| HITCHCOCK WOODS FOUNDATION | ||||||
| PO BOX 1702 | AIKEN | SC | 29802 | CHARITABLE | $25,000 | |
| HOOVED ANIMAL RESCUE | ||||||
| 10804 MCCONNELL ROAD | WOODSTOCK | IL | 60098 | CHARITABLE | $300 | |
| HUDSONIA | ||||||
| PO BOX 5000 | ANNADALE | NY | 125045000 | CHARITABLE | $1,000 | |
| JOYE IN AIKEN | ||||||
| PO BOX 5538 | AIKEN | SC | 29804 | CHARITABLE | $1,000 | |
| KIPP FOUNDATION | ||||||
| 250 EAST 156TH STREET | BRONX | NY | 10451 | CHARITABLE | $1,000 | |
| LAND TRUST ALLIANCE | ||||||
| 1660 L ST NW SUITE 1100 | WASHINGTON | DC | 20036 | CHARITABLE | $500 | |
| LUCKY ORPHANS HORSE RESCUE | ||||||
| PO BOX 334 | DOVER PLAINS | NY | 12522 | CHARITABLE | $1,000 | |
| MAPLEBROOK SCHOOL | ||||||
| 5142 ROUTE 22 | AMENIA | NY | 12501 | CHARITABLE | $1,000 | |
| MECEC | ||||||
| 30 MAPLE AVENUE | MILLBROOK | NY | 12545 | CHARITABLE | $500 | |
| MEMORIAL SLOAN-KETTERING | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | CHARITABLE | $1,000 | |
| MILLBROOK FIRE | ||||||
| 20 FRONT STREET | MILLBROOK | NY | 12545 | CHARITABLE | $1,000 | |
| MILLBROOK LIBRARY | ||||||
| 3 FRIENDLY LANE | MILLBROOK | NY | 12545 | CHARITABLE | $300 | |
| MILLBROOK SCHOOL | ||||||
| 131 MILLBROOK SCHOOL RD | MILLBROOK | NY | 12545 | CHARITABLE | $5,000 | |
| NATIONAL PARK CONSERVATION ASSOCIATION | ||||||
| 256 W 36TH STREET | NEW YORK | NY | 10018 | CHARITABLE | $500 | |
| NATIONAL WILDLIFE FEDERATION | ||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | CHARITABLE | $1,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | CHARITABLE | $500 | |
| NED | ||||||
| 800 NORTH MAIN STREET | SHEFFIELD | MA | 01257 | CHARITABLE | $20,000 | |
| NORTH EAST COMMUNITY CENTER | ||||||
| 11 N EAST ST | HOLYOKE | MA | 01040 | CHARITABLE | $500 | |
| OCEAN CONSERVANCY | ||||||
| 1300 19TH STREET | WASHINGTON | DC | 20036 | CHARITABLE | $500 | |
| OLC | ||||||
| 57 CENTER AVENUE | NORTH TONAWANDA | NY | 14120 | CHARITABLE | $25,000 | |
| ONE STORY | ||||||
| 232 3RD STREET | BROOKLYN | NY | 11215 | CHARITABLE | $1,000 | |
| PANTHERA | ||||||
| 8 WEST 40TH STREET 18TH FLOOR | NEW YORK | NY | 10018 | CHARITABLE | $5,000 | |
| PLANNED PARENTHOOD MID HUDSON | ||||||
| 178 CHURCH STREET | POUGHKEEPSIE | NY | 12601 | CHARITABLE | $7,000 | |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | CHARITABLE | $4,500 | |
| PRESERVATION LEAGUE OF NEW YORK STATE | ||||||
| 44 CENTRAL AVENUE | ALBANY | NY | 122063002 | CHARITABLE | $1,000 | |
| RETURN TO FREEDOM | ||||||
| PO BOX 926 | LOMPOC | CA | 93438 | CHARITABLE | $500 | |
| SCENIC HUDSON | ||||||
| ONE CIVIC CENTER PLAZA | POUGHKEEPSIE | NY | 12601 | CHARITABLE | $500 | |
| SGRR | ||||||
| PO BOX 57139 | OKLAHOMA CITY | OK | 73157 | CHARITABLE | $1,000 | |
| SHARON PLAYHOUSE | ||||||
| 49 AMENIA ROAD | SHARON | CT | 06069 | CHARITABLE | $1,000 | |
| SMITH COLLEGE | ||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | CHARITABLE | $25,000 | |
| SPCA ALBRECHT CENTER | ||||||
| 199 WILLOW RUN ROAD | AIKEN | SC | 29801 | CHARITABLE | $200 | |
| STUDENT CONSERVATION ASSOCIATION | ||||||
| 4601 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | CHARITABLE | $500 | |
| THOROUGHBRED RETIREMENT FOUNDATION | ||||||
| PO BOX 834 | SARATOGA SPRINGS | NY | 12866 | CHARITABLE | $5,000 | |
| TRUST FOR PUBLIC LAND | ||||||
| 666 BROADWAY | NEW YORK | NY | 10012 | CHARITABLE | $250 | |
| ULSTER SPCA | ||||||
| 20 WIEDY ROAD | KINGSTON | NY | 12401 | CHARITABLE | $300 | |
| UNIVERSITY OF VERMONT | ||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | CHARITABLE | $1,000 | |
| USEA | ||||||
| 525 OLD WATERFORD RD NW | LEESBURG | VA | 20176 | CHARITABLE | $1,000 | |
| USET FOUNDATION | ||||||
| 1040 POTTERSVILLE ROAD | GLADSTONE | NJ | 07934 | CHARITABLE | $30,000 | |
| VASSAR BROTHERS HOSPITAL | ||||||
| 45 READE PL | POUGHKEEPSIE | NY | 12601 | CHARITABLE | $1,000 | |
| WCSU | ||||||
| 181 WHITE STREET | DANBURY | CT | 06810 | CHARITABLE | $1,000 | |
| WETERSFIELD FOUNDATION | ||||||
| 257 PUGSLEY HILL ROAD | AMENIA | NY | 12501 | CHARITABLE | $15,000 | |
| WORLD CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | CHARITABLE | $1,000 | |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH STREET | WASHINGTON | DC | 20090 | CHARITABLE | $1,000 | |
| YALE RUGBY | ||||||
| 70 TOWER PARKWAY | NEW HAVEN | CT | 06511 | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $303,570 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,357 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,158 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $197,231 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $423,746 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $423,746 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME |
| 7 | INVESTMENT INCOME |
| 8 | INVESTMENT INCOME |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MARKETABLE SECURITIES | AT COST | $5,928,839 | $7,898,354 |
| ALTERNATIVE INVESTMENT | FMV | $1,037,473 | $1,037,473 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS | Desc |
| Amt | $43,621 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $38 | $38 | $0 |
| PASSTHROUGH DEDUCTIONS | $8,484 | $8,484 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS FINAL | Desc |
| Revenue And Expenses Per Books | $33,158 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33,158 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,158 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING ACTIVITY | Desc |
| Amt | $64,099 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $781 | Amt |
| Net Investment Income | $781 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |