MARCIA BRADY TUCKER FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARCIA BRADY TUCKER FOUNDATION INC (EIN 13-6161561)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201903109349100905
- Schema version
- 2018v3.1
- 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
- Schedule B
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T13:23:52-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | MARCIA B LOUGHRAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7182677174 | PhoneNum |
| Signature | 2019-10-02 | 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 |
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 | 2019-10-02 | IPDt |
| IP Tm | 09:02:54 | 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 | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,365,131 | 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 | $55,614 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $88 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $88 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $223,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $223,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $752,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,886,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $752,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $90 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,031,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $975,931 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,433 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,087 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,346 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,252 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,650 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,602 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,242 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,242 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,753 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,870 | 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 | $2,125 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,125 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $73,298 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $14,660 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $58,638 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,896 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $298,467 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,204 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $145,007 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,444 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,444 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $635,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,204 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $482,451 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $395,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $831,727 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $271,428 | CashBOYAmt |
| Cash EOY | $59,141 | CashEOYAmt |
| Cash EOYFMV | $59,141 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $87,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $217,752 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $217,752 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $737,247 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,186,662 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,188,454 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,630,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,197,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,747,857 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,711,240 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,172,875 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,116,292 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,736 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,376 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,913 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,277 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,843 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $807 | LandBOYAmt |
| Land EOY | $434 | LandEOYAmt |
| Land EOYFMV | $434 | LandEOYFMVAmt |
| Other Assets BOY | $13,767 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,288 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $26,288 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,476,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,879,738 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,365,131 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,386 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,377 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,386 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,377 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $9,471,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,866,361 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,471,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,866,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,476,623 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,879,738 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,471,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $395,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,092 | OtherIncreasesAmt |
| Subtotal | $9,888,963 | SubtotalAmt |
| Other Decreases | $22,602 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,866,361 | 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 | $1,194,371 | $1,202,681 | -$8,310 | -$8,310 |
| UBS TRADED SECURITIES | $3,474,330 | $2,723,517 | $750,813 | $750,813 |
| SCUDDER K-1 | $4,723 | -$4,723 | -$4,723 | |
| NEW ALTERNATIVES | $199,144 | $203,241 | -$4,097 | -$4,097 |
| UBS INVESTMENTS CAP GAIN DISTRIBUTIONS | $18,478 | $18,478 | $18,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $752,161 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $534,793 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,591,911 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050491 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $479,117 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,912,589 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048334 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $492,401 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,502,237 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046885 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $534,823 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,622,485 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050348 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $494,305 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,066,352 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049105 | DistributionYr5Rt |
| Total Distribution | 0.245163 | TotalDistributionRt |
| Average Distribution | 0.049033 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,300,657 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $554,105 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,317 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $562,422 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $482,451 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,635 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,635 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $130 | EsPenaltyAmt |
| Tax Due | $8,965 | 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 | Yes (1) | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| TRACY L ROYSTON | ||||||||
| 21447 SKELETON CREEK ROAD | PRESTON | MD | 21655 | ADMINISTRATOR | 20.00 | $75,433 | $0 | $2,456 |
| DAVID M RANDELL JR | ||||||||
| 5 LAFAYETTE DRIVE | PORT CHESTER | NY | 10573 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARCIA B LOUGHRAN | ||||||||
| 21-68 19TH STREET | ASTORIA | NY | 11105 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BARBARA B RANDELL | ||||||||
| 314 WASHINGTON STREET | DENVER | CO | 80203 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| CAM SANDERS | ||||||||
| 1325 ANGELUS AVENUE | LOS ANGELES | CA | 90026 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| TOINETTE TUCKER | ||||||||
| 137 EAST 66TH STREET | NEW YORK | NY | 10065 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| OLIVIA TUCKER | ||||||||
| 178 N 11TH ST 4C | BROOKLYN | NY | 11211 | SECRETARY | 0.00 | $0 | $0 | $0 |
| NICK SANDERS | ||||||||
| 7420 SHAUN CT | SEBASTOPOL | CA | 95472 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| THOMAS BOOGAARD | ||||||||
| 1980 LAZY Z ROAD | NEDERLAND | CO | 80466 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANNE COYLE | ||||||||
| 101 SIMONTON WAY | ST SIMONS ISLAND | GA | 31522 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NIK LESCH | ||||||||
| 1135 35TH STREET APT 2 | BOULDER | CO | 80303 | 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 |
| NOAH TUCKER | ||||||||
| 5120 EARL DRIVE | LACANADA | CA | 91011 | DIRECTOR | 0.00 | $0 | $0 | $0 |
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 | $75,433 | CompensationAmt |
| Employee Benefits | $2,456 | 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 | $96,242 | 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 | $11,349,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,472,748 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,472,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,300,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $565,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $565,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,635 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,635 | TotalTaxAmt |
| Distributable Before Adj | $548,398 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $548,398 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $548,398 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $482,451 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $482,451 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $482,451 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $548,398 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,932 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $20,723 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,655 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $482,451 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $482,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,655 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,655 | 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 | $43,292 | 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 (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLORADO JUDICIAL INSTITUTE | |||||||
| PO BOX 118 | BROOMFIELD | CO | 80038 | NONE | N/A | EDUCATION | $10,000 |
| BIG GREEN | |||||||
| 1637 PEARL STREET STE 201 | BOULDER | CO | 80302 | NONE | N/A | CONSERVATION | $20,000 |
| FOOTHILL CREATIVE ARTS GROUP | |||||||
| 108 N BALDWIN AVENUE | SIERRA MADRE | CA | 91024 | NONE | N/A | ARTS | $20,000 |
| GREENWOOD | |||||||
| 80 ACADEMY STREET | SOUTH BERWICK | ME | 03908 | NONE | N/A | HUMANITARIAN | $20,000 |
| HOUSE OF HOPE REFUGE OF LOVE INC | |||||||
| 1716 ELLIS STREET | BRUNSWICK | GA | 31520 | NONE | N/A | HUMANITARIAN | $20,000 |
| NY PRESBYTERIAN | |||||||
| 850 THIRD AVE 12TH FL | NEW YORK | NY | 10022 | NONE | N/A | RELIGION | $18,874 |
| POETS HOUSE | |||||||
| 10 RIVER TERRACE | NEW YORK | NY | 10282 | NONE | N/A | ARTS | $20,000 |
| SEBASTOPOL INDEPENDENT SCHOOL | |||||||
| PO BOX 1260 | SEBASTOPOL | CA | 95473 | NONE | N/A | EDUCATION | $20,000 |
| THE COUNTRY SCHOOL | |||||||
| 716 GOLDSBOROUGH STREET | EASTON | MD | 21601 | NONE | N/A | EDUCATION | $20,000 |
| WOODFORD FAMILY SERVICES | |||||||
| PO BOX 1768 | PORTLAND | ME | 04104 | NONE | N/A | HUMANITARIAN | $20,000 |
| MEHER FUND INC | |||||||
| 420 DALRYMPLE ROAD | ATLANTA | GA | 30329 | NONE | N/A | EDUCATION | $8,000 |
| ACLU FOUNDATION OF AZ | |||||||
| 3801 MT VERNON AVE | ALEXANDRIA | VA | 22305 | NONE | N/A | EDUCATION | $1,600 |
| AGLET THEATRE COMPANY | |||||||
| BOX 2 | TACONIC | CT | 06079 | NONE | N/A | ARTS | $200 |
| AL OTRO LADO | |||||||
| 511 E SAN YSIDRO BLVD 333 | SAN YSIDRO | CA | 92173 | NONE | N/A | ARTS | $2,000 |
| ALL HALLOWS GUILD | |||||||
| 3101 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | N/A | ARTS | $1,000 |
| AMERICAN FOREIGN SERVICE ASSN | |||||||
| PO BOX 98026 | WASHINGTON | DC | 20077 | NONE | N/A | HUMANITARIAN | $250 |
| ALZHEIMERS ASSN | |||||||
| 644 LIN STREET | CINCINNATI | OH | 45203 | NONE | N/A | MEDICAL | $1,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | N/A | HUMANITARIAN | $1,000 |
| AMERICANS FOR THE ARTS | |||||||
| 1000 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | N/A | ARTS | $2,400 |
| AURICLE COMMUNICATIONS | |||||||
| PO BOX 2011 | JERSEY CITY | NJ | 07303 | NONE | N/A | ARTS | $800 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | N/A | EDUCATION | $2,000 |
| BARRINGTON STAGE CO | |||||||
| 122 NORTH STREET | PITTSFIELD | MA | 01201 | NONE | N/A | ARTS | $300 |
| BENNINGTON COLLEGE WRITING SEMINARS | |||||||
| 1 COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | N/A | ARTS | $2,000 |
| BERKSHIRE BOTANICAL GARDEN | |||||||
| PO BOX 826 | STOCKBRIDGE | MA | 01262 | NONE | N/A | ARTS | $3,100 |
| BEYOND NUCLEAR INC | |||||||
| 6930 CARROLL AVE 400 | TAKOMA PARK | MD | 20912 | NONE | N/A | HUMANITARIAN | $800 |
| BISHOP JOHN T WALKER SCHOOL FOR BOYS | |||||||
| 1801 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | NONE | N/A | EDUCATION | $750 |
| BROWN ANNUAL FUND | |||||||
| PO BOX 1877 | PROVIDENCE | RI | 02912 | NONE | N/A | EDUCATION | $1,000 |
| CAF AMERICA | |||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | N/A | EDUCATION | $400 |
| CAMERON AND HAYDEN LORD FOUNDATION | |||||||
| 110 RIVERSIDE DRIVE 12C | NEW YORK | NY | 10024 | NONE | N/A | EDUCATION | $250 |
| CHARTER FOUNDATION | |||||||
| PO BOX 1260 | SEBASTOPOL | CA | 95473 | NONE | N/A | EDUCATION | $9,000 |
| CHAUTAUQUA FOUNDATION | |||||||
| BOX 28 1 AMES AVE | 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 | $4,500 |
| 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 | $2,000 |
| CINCINNATI NATURE CENTER | |||||||
| 4949 TEALTOWN ROAD | MILFORD | OH | 41450 | NONE | N/A | ARTS | $200 |
| CINCINNATI OBSERVATORY CENTER | |||||||
| 3489 OBSERVATORY PLACE | CINCINNATI | OH | 45208 | NONE | N/A | ARTS | $1,000 |
| CINCINNATI PUBLIC RADIO | |||||||
| 1301 WESTERN AVE | CINCINNATI | OH | 45203 | NONE | N/A | ARTS | $800 |
| CITY GATE | |||||||
| 3920 ALTON PLACE NW | WASHINGTON | DC | 20016 | NONE | N/A | ARTS | $800 |
| CLASSICAL KUSC | |||||||
| 1149 SOUTH HILL STREET | LOS ANGELES | CA | 90015 | NONE | N/A | ARTS | $800 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 S ALTON COURT | CENTENNIAL | CO | 80112 | NONE | N/A | ARTS | $300 |
| CONTEMPORARY DANCE THEATRE | |||||||
| 1805 LARCH AVENUE | CINCINNATI | OH | 45224 | NONE | N/A | ARTS | $1,200 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | N/A | MEDICAL | $2,500 |
| DOWNTOWN DOG RESCUE | |||||||
| PO BOX 90035 | PASADENA | CA | 91109 | NONE | N/A | HUMANITARIAN | $2,000 |
| EAGLEBROOK SCHOOL | |||||||
| PO BOX 7 | DEERFIELD | MA | 01342 | NONE | N/A | EDUCATION | $400 |
| ELDER SERVICES OF BERKSHIRE COUNTY | |||||||
| 877 SOUTH STREET STE 4E | PITTSFIELD | MA | 01201 | NONE | N/A | HUNANITARIAN | $100 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 98051 | WASHINGTON | DC | 20077 | NONE | N/A | CONSERVATION | $400 |
| EPISCOPAL RELIEF & DEVELOPMENT | |||||||
| 815 SECOND AVE | NEW YORK | NY | 10017 | NONE | N/A | HUMANITARIAN | $1,000 |
| FALMOUTH CORNER PRESCHOOL | |||||||
| 190 MIDDLE ROAD | MFALMOUTH | ME | 04105 | NONE | N/A | EDUCATION | $500 |
| FOCI | |||||||
| 1045 OLD ACADEMY ROAD | FAIRFIELD | CT | 06824 | NONE | N/A | EDUCATION | $750 |
| TOOTHILL CREATIVE ARTS GROUP | |||||||
| 108 N BALDWIN AVENUE | SIERRA MADRE | CA | 91024 | NONE | N/A | ARTS | $800 |
| FREESTORE FOODBANK | |||||||
| 1141 CENTRAL PARKWAY | CINTI | OH | 45202 | NONE | N/A | HUMANITARIAN | $1,000 |
| GREAT PARKS FOREVER | |||||||
| 10245 WINTON ROAD | CINCINNATI | OH | 45231 | NONE | N/A | CONSERVATION | $1,250 |
| GREENWOOD | |||||||
| 80 ACADEMY STREET | SOUTH BERWICK | ME | 03908 | NONE | N/A | ARTS | $3,800 |
| GROTON SCHOOL | |||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | NONE | N/A | EDUCATION | $400 |
| HAVERFORD COLLEGE | |||||||
| 370 LANCASTER AVE | HAVERFORD | PA | 19041 | NONE | N/A | EDUCATION | $750 |
| HEIFER INTERNTIONAL FOUNDATION | |||||||
| PO BOX 737 | LITTLE ROCK | AR | 72203 | NONE | N/A | SCIENCE | $400 |
| HILLSIDE TRUST | |||||||
| 710 TUSCULUM AVENUE | CINCINNATI | OH | 45226 | NONE | N/A | EDUCATION | $250 |
| HOUSATONIC VALLEY ASSN | |||||||
| PO BOX 251 | SOUTH LEE | MA | 01260 | NONE | N/A | CONSERVATION | $750 |
| HUMANITY NOW | |||||||
| 2009 MONTROSE LANE | WILIMINGTON | NC | 28405 | NONE | N/A | HUMANITARIAN | $1,000 |
| INTERFAITH WORKS | |||||||
| 114 W MONTGOMERY AVE | ROCKVILLE | MD | 20850 | NONE | N/A | RELIGION | $1,500 |
| INTERNATIONAL INST FOR HUMANE ED | |||||||
| PO BOX 260 | SURRY | ME | 04684 | NONE | N/A | EDUCATION | $800 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEE | MN | 56007 | NONE | N/A | HUMANITARIAN | $2,000 |
| JOY OUTDOOR EDUCATION CENTER | |||||||
| PO BOX 417 | CLARKSVILLE | OH | 45113 | NONE | N/A | EDUCATION | $1,000 |
| KUNC | |||||||
| 1901 56TH AVE STE 200 | GREELY | CO | 80643 | NONE | N/A | ARTS | $300 |
| LA REGIONAL FOOD BANK | |||||||
| 1734 EAST 41ST ST | LOS ANGELES | CA | 90058 | NONE | N/A | HUMANITARIAN | $1,000 |
| LITTLE GUILD OF ST FRANCIS | |||||||
| 285 SHARON GOSHEN TURNPIKE | WEST CORNWALL | CT | 06796 | NONE | N/A | RELIGION | $800 |
| LITTLE MIAMI INC | |||||||
| 6040 PRICE ROAD | MILFORD | OH | 45150 | NONE | N/A | HUMANITARIAN | $250 |
| LUPUS RESEARCH ALLIANCE | |||||||
| 275 MADISON AVE 10TH FL | NEW YORK | NY | 10016 | NONE | N/A | MEDICAL | $1,000 |
| MADEIRA SCHOOL | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | NONE | N/A | EDUCATION | $1,000 |
| MEDICINS SANS FRONTIERES | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | NONE | N/A | MEDICAL | $400 |
| MEHER FUND INC | |||||||
| 420 DALRYMPLE ROAD | ATLANTA | GA | 30329 | NONE | N/A | EDUCATION | $8,000 |
| NATIONAL CATHEDRAL SCHOOL | |||||||
| 3612 WOODLEY ROAD NW | WASHINGTON | DC | 20016 | NONE | N/A | EDUCATION | $1,000 |
| NATIONAL SAWDUST | |||||||
| 80 NORTH 6TH STREET | BROOKLYN | NY | 11249 | NONE | N/A | EDUCATION | $800 |
| NATURE CONSERVANCY OHIO CHAPTER | |||||||
| 6375 RIVERSIDE DRIVE STE 100 | DUBLIN | OH | 43017 | NONE | N/A | EDUCATION | $1,100 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | N/A | ARTS | $720 |
| NO WESTCHESTER HOSPITAL CENTER | |||||||
| 400 EAST MAIN STREET | MT KISCO | NY | 10549 | NONE | N/A | MEDICAL | $1,000 |
| NRDC | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | N/A | MEDICAL | $400 |
| OUTER CAPE HEALTH SERVICES INC | |||||||
| 3130 RT 6 | WELLFLEET | MA | 02667 | NONE | N/A | MEDICAL | $500 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FL | NEW YORK | NY | 10038 | NONE | N/A | MEDICAL | $400 |
| PLANNED PARENTHOOD SW OHIO | |||||||
| 2314 AUBURN AVENUE | CINCINNATI | OH | 45219 | NONE | N/A | MEDICAL | $2,000 |
| 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 |
| QUEER ART | |||||||
| 176 GRAND STREET STE 601 | NEW YORK | NY | 10013 | NONE | N/A | ARTS | $2,000 |
| SHEFFIELD HISTORICAL SOCIETY | |||||||
| PO BOX 747 | SHEFFIELD | MA | 01257 | NONE | N/A | EDUCATION | $300 |
| SMALL PAWS RESUE INC | |||||||
| 3316 S 72NDW AVENUE | TULSA | OK | 74107 | NONE | N/A | HUMANE | $400 |
| ST ALBANS CHURCH | |||||||
| 3001 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | N/A | RELIGION | $4,500 |
| ST ANDREWS EPISCOPAL SCHOOL | |||||||
| 8804 POSTOAK ROAD | POTOMAC | MD | 20854 | NONE | N/A | EDUCATION | $250 |
| ST PAULS SCHOOL | |||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | NONE | N/A | EDUCATION | $500 |
| TECTONIC THEATRE PROJECT | |||||||
| 529 8TH AVENUE | NEW YORK | NY | 10018 | NONE | N/A | EDUCATION | $400 |
| TENANTS & WORKERS UNITED | |||||||
| 3801 MT VERNON AVE | ALEXANDRIA | VA | 22305 | NONE | N/A | HUMANITARIAN | $800 |
| 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 | $18,000 |
| THE MOUNT | |||||||
| PO BOX 974 | LENOX | MA | 01240 | NONE | N/A | EDUCATION | $2,500 |
| THE SYLVIA CENTER | |||||||
| 304 HUDSON STREET | NEW YORK | NY | 10013 | NONE | N/A | EDUCATION | $400 |
| TREGARON CONSERVANCY | |||||||
| PO BOX 11351 | WASHINGTON | DC | 20008 | NONE | N/A | EDUCATION | $250 |
| TRUSTEES OF UNIV OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET STE 200 | PHILADELPHIA | PA | 19104 | NONE | N/A | EDUCATION | $2,000 |
| ULTIMATE PEACE INC | |||||||
| 78 CRITTENDEN HILL ROAD | SHELBURNE FALLS | MA | 01370 | NONE | N/A | HUMANITARIAN | $1,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE | POUGHKEEPSIE | NY | 12604 | NONE | N/A | EDUCATION | $1,250 |
| WAMC | |||||||
| 318 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | N/A | PUBLIC RADIO | $500 |
| WAMU 885 FM | |||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | NONE | N/A | PUBLIC RADIO | $250 |
| 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 |
| WOMEN FOOD & AG NETWORK | |||||||
| PO BOX 611 | AMES | IA | 50011 | NONE | N/A | HUMANITARIAN | $1,400 |
| WOODFORD FAMILY SERVICES | |||||||
| PO BOX 1768 | PORTLAND | MD | 04104 | NONE | N/A | HUMANITARIAN | $8,500 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | N/A | CONSERVATION | $400 |
| WICKHAM WORKS INC | |||||||
| 3 FORESTER AVENUE UNIT 8 | WARWICK | NY | 10990 | NONE | N/A | EDUCATION | $400 |
| YALE UNIVERSITY ALUMNI FUND | |||||||
| PO BOX 803 | NEW HAVEN | CT | 06503 | NONE | N/A | EDUCATION | $500 |
| YWCA OF CINCINNATI | |||||||
| 898 WALNUT STREET | CINCINNATI | OH | 45273 | NONE | N/A | HUMANITARIAN | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,444 | 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 | $88 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,592 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $90 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $752,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $975,931 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $975,931 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GAY TUCKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 696 | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $55,614 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $9,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | 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 | $1,057 | 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 | $2,172,875 | EOYBookValueAmt |
| EOYFMV | $2,116,292 | 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 | $6,197,210 | EOYBookValueAmt |
| EOYFMV | $6,747,857 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,186,662 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,188,454 | 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 | $19,376 | BookValueAmt |
| EOYFMV | $8,913 | 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 | $1,430 | $434 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST - RECEIVABLE | $13,767 | $21,009 | $21,009 |
| SECURITY DEPOSIT | $0 | $5,279 | $5,279 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST 2017 | $13,767 |
| EXCISE TAXES PAYABLE 2018 | $8,835 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $3,450 | $0 | $3,450 |
| INSURANCE | $2,856 | $0 | $2,856 |
| OFFICE | $2,735 | $0 | $2,735 |
| POSTAGE | $1,140 | $0 | $1,140 |
| SUPPLIES | $704 | $0 | $704 |
| TELEPHONE | $322 | $0 | $322 |
| UTILITIES | $600 | $0 | $600 |
| OTHER TAX | $375 | $0 | $375 |
| BANK FEES | $95 | $95 | $0 |
| WEBSITE | $1,439 | $0 | $1,439 |
| MAINTENANCE | $500 | $0 | $500 |
| NYS TAX | $775 | $0 | $775 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $90 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST 2018 | $21,009 |
| EXCISE TAXES PAYABLE 2017 | $1,083 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL RELATED WITHHELD | $4,303 | $4,542 |
| EXCISE TAX PAYABLE | $1,083 | $8,835 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $96,242 | Amt |
| Net Investment Income | $96,242 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAY TUCKER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 696 | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES FOREIGN ON INCOME | $6,870 | $6,870 | $0 |
| EXCISE TAXES | $8,883 | $0 | $0 |