VAN BEUREN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- VAN BEUREN CHARITABLE FOUNDATION INC (EIN 22-2773769)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201913169349101826
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T15:25:08-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132738625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 6TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 | 222773769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAN BEUREN CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRANDYWINE GROUP ADV (PTS) INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANB | BusinessNameControlTxt |
| Phone | 2123192700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 MADISON AVE 17TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN L GLASCOCK | PersonNm |
| Person Title | TREASURER/VP | PersonTitleTxt |
| Phone | 2123192700 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY ZUKOFF | PreparerPersonNm |
| PTIN | P00116434 | PTIN |
| Phone | 2129970600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.105.226.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 09:14:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8D57F98143A550656623C7BE697310B0F2DF91B9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3F37ACB8FBECCF85795996C345478735D7F9DC71 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $243,358,796 | 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 | $10,967,765 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,932,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,904,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,590,316 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,832,747 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,590,316 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $276,875 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $276,875 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,767,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,771,891 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $316,094 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $316,094 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $121,730 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $121,730 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $176,370 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $176,370 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,452 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,968 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,484 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,511 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $53,511 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,983,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,983,174 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $547,977 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $547,977 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $248,783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,638 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,638 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $46,468 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $46,468 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,345 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,345 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $304,310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,831 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $276,379 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,842,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,597,099 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $971,870 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,342,081 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,342,081 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,184,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,597,099 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,313,951 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,582,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,174,792 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,403,669 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,961,357 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,961,357 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $90,184,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,464,534 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $82,464,534 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,894,443 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,276,555 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,276,555 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $147,784,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $146,297,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $146,297,968 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $150,456 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,798 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $37,890 | LandBOYAmt |
| Land EOY | $36,658 | LandEOYAmt |
| Land EOYFMV | $36,658 | LandEOYFMVAmt |
| Other Assets BOY | $274,323 | OtherAssetsBOYAmt |
| Other Assets EOY | $321,723 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $321,723 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $253,579,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $243,358,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $243,358,796 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $71,342 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $63,973 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $71,342 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $63,973 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $204,991,032 | UnrestrictedBOYAmt |
| Unrestricted EOY | $205,167,926 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $48,517,407 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $38,126,897 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $253,508,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $243,294,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $253,579,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $243,358,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $253,508,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,582,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $268,090,848 | SubtotalAmt |
| Other Decreases | $24,796,025 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $243,294,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| THRU PARTNERSHIPS | P | 2018-01-01 | 2018-06-15 | $1,242,431 | -$1,242,431 | -$1,242,431 | |
| THRU PARTNERSHIPS | P | 2017-01-01 | 2018-06-15 | $5,437,697 | $5,437,697 | $5,437,697 | |
| REALIZED GAINS & LOSSES | P | 2018-01-01 | 2018-06-15 | $372,142 | $372,142 | $372,142 | |
| REALIZED GAINS & LOSSES | P | 2017-01-01 | 2018-06-15 | $4,916,444 | $4,916,444 | $4,916,444 | |
| SEC LIT/WASH SALES/ADJUSTMENTS | P | 2017-01-01 | 2018-06-15 | $106,464 | $106,464 | $106,464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,590,316 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,389,682 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $188,659,081 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060372 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,625,835 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $162,894,860 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046814 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,269,077 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $157,272,930 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046220 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,868,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $151,093,610 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045461 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,975,211 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $129,320,136 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046205 | DistributionYr5Rt |
| Total Distribution | 0.245072 | TotalDistributionRt |
| Average Distribution | 0.049014 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $211,220,723 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,352,773 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $111,748 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,464,521 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,313,951 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $223,496 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $223,496 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $223,496 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $256,619 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $326,619 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $103,123 | OverpaymentAmt |
| Applied To ES Tax | $103,123 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | 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 | BRANDYWINE TRUST COMPANY | IndividualWithBooksNm |
| Phone | 7183176857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7234 LANCASTER PIKE SUITE 300A | AddressLine1Txt |
| City | HOCKESSIN | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ARCHBOLD D VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| ANDREA VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | VICE CHAIRMAN | 0.00 | $0 | $0 | $0 |
| STEPHEN L GLASCOCK | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | TREASURER | 0.00 | $0 | $0 | $0 |
| HOPE HILL VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| BARBARA VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| HELENE B VAN BEUREN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| ROGER KASS | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ELIZABETH R LYNN | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | PRESIDENT & ASSISTANT TREA | 40.00 | $236,594 | $59,255 | $0 |
| KIM L DAME | |||||||||
| C/O VAN BEUREN CHARITABLE FDN 449 | THAMES ST UNIT 112 | NEWPORT | RI | 028403283 | ASSISTANT SECRETARY | 40.00 | $79,500 | $36,386 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH S LINNELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O VAN BEUREN CHARITABLE FDN | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028403283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SENIOR PROGRAM OFFIC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $103,681 | CompensationAmt |
| Employee Benefits | $40,795 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SUSTAINABILITY INITIATIVE - FUND DEVELOPMENT AND SUSTAINABLE PRACTICES- PROVIDING COHORT-BASED ASSESSMENTS, TRAININGS, FUND DEVELOPMENT PLANS AND PEER LEARNING, LEADERSHIP LECTURE SERIES. | Description1Txt |
| Expenses1 | $125,742 | Expenses1Amt |
| Description2 | NEWPORT FOR ALL AGES - COORDINATION, ASSESSMENT AND CONVENING RELATED TO NEWPORT AS AN AGE FRIENDLY CITY | Description2Txt |
| Expenses2 | $19,900 | Expenses2Amt |
| Description3 | FINANCE AS DESTINY - STRENGTHEN FINANCIAL SYSTEMS, PROVIDING ASSESSMENTS AND FINANCIAL WORK PLANS | Description3Txt |
| Expenses3 | $15,000 | Expenses3Amt |
| Description4 | LEADING TO BETTER DESIGN - WORKSHOP/TRAININGS TO STRENGTHEN PLANNING FOR CAPITAL PROJECTS AND DEVELOPMENT OF AN ASSESSMENT TOOL FOR CAPITAL PROJECT READINESS | Description4Txt |
| Expenses4 | $7,425 | Expenses4Amt |
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 | $209,531,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,557,981 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $347,778 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $214,437,282 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $214,437,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,216,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $211,220,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,561,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,561,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $223,496 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $223,496 | TotalTaxAmt |
| Distributable Before Adj | $10,337,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,337,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,337,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,313,951 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,313,951 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,313,951 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,337,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $992,434 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,313,951 | QualifyingDistributionsAmt |
| Applied To Year1 | $992,434 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,321,517 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $4,016,023 | 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) |
|---|---|---|
| Contributing Manager | HOPE HILL VAN BEUREN | ContributingManagerNm |
| Contributing Manager | BARBARA VAN BEUREN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 564 PARK AVENUE PRESERVATION FOUNDATION | |||||||
| 564 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,000 |
| ACADEMY IN MANAYUNK INC | |||||||
| 1200 RIVER ROAD | CONSHOCHOCKEN | PA | 19428 | NONE | PUBLIC CHARITY | ANNUAL FUND | $210,000 |
| ANIMAL BALANCE | |||||||
| PO BOX 55056 | PORTLAND | OR | 97238 | NONE | PUBLIC CHARITY | ANNUAL FUND | $30,000 |
| ALLEN-CHASE FOUNDATION | |||||||
| 271 PINE NOOK ROAD | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| CORNELL UNIVERSITY | |||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | SCHOLARSHIP / SUPPORT DIVISION OF CHILD PSYCHIATRY | $30,000 |
| AQUIDNECK ISLAND PLANNING COMMISSION | |||||||
| 55 JOHN CLARKE ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| AQUIDNECK LAND TRUST | |||||||
| 790 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS & DEVELOPING A BUILD OUT ANALYSIS | $87,500 |
| AQUIDNECK LAND TRUST | |||||||
| 790 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| ATLANTIC THEATRE COMPANY | |||||||
| 336 W 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $50,000 |
| ATLANTIC THEATRE COMPANY | |||||||
| 336 W 20TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | TO SUPPORT THE EXHIBITION FUND | $25,000 |
| BIKE NEWPORT | |||||||
| 62 BROADWAY | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $105,000 |
| BLITHEWOLD | |||||||
| 101 FERRY ROAD | BRISTOL | RI | 02809 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| BOCA GRANDE HEALTH CLINIC | |||||||
| PO BOX 2340 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| BOCA GRANDE WOMANS CLUB | |||||||
| PO BOX 65 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | COLLEGE SCHOLARSHIP FUND | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 14777 | EAST PROVIDENCE | RI | 02914 | NONE | PUBLIC CHARITY | TO SUPPORT SCOUTING PROGRAMS | $3,000 |
| BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY | |||||||
| 95 CHURCH STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | SUMMER LEARNING INITIATIVE | $2,500 |
| BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY | |||||||
| 95 CHURCH STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ACADEMIC PROGRAMSEDUCATION | $35,000 |
| FRIENDS OF LITTLE COMPTON WELLNESS CENTER | |||||||
| PO BOX 171 | LITTLE COMPTON | RI | 02837 | NONE | PUBLIC CHARITY | AGING IN PLACE HEALTHY LIVING SERIES | $22,950 |
| LOOKING UPWARDS | |||||||
| PO BOX 4289 | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | PARENTS PROMOTING CHILDREN'S SOCIAL/EMOTIONAL ABILITIES | $35,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 146 CLIFFORD STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | FLORENCE GRAY CENTER | $40,000 |
| FORT ADAMS TRUST | |||||||
| 90 FORT ADAMS DRIVE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | STRATEGIC PLAN IMPLEMENTATION | $100,000 |
| BRANDYWINE CONSERVANCY | |||||||
| PO BOX 1419 | CHADDS FORD | PA | 19317 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | NONE | PUBLIC CHARITY | ANNUAL FUND | $7,500 |
| BROWN UNIVERSTIY | |||||||
| 164 ANGELL STREET | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | COLLEGE ADVISING EDUCATION-ROGERS HS | $17,216 |
| BRYN MAWR HOSPITAL FOUNDATION | |||||||
| 130 SOUTH BRYN MAWR AVE | BRYN MAWR | PA | 19019 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| C THOMAS CLAGETT JR MEMORIAL CLINIC & REGATTA INC | |||||||
| 231 INDIAN AVENUE | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| FABNEWPORT | |||||||
| 1 YORK STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | NEWPORT EXPERIENCE OUT OF SCHOOL PROGRAM | $34,250 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| EMMANUEL CHURCH | |||||||
| 42 DEARBORN STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | MAINTENANCE AND SYSTEM UPGRADES | $71,500 |
| CHILD AND FAMILY SERVICES OF NEWPORT | |||||||
| 31 JOHN CLARKE ROAD | MIDDLETOWN | NY | 02842 | NONE | PUBLIC CHARITY | HOME BASED SENIOR BEHAVORIAL HEALTH COUNSELING | $75,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| COLUMBIA UNIVERSITY BUSINESS SCHOOL | |||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | ANNUAL FUND | $12,500 |
| COUNCIL ON FOUNDATIONS | |||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| EATING WITH THE ECOSYSTEM | |||||||
| PO BOX 599 | WARREN | RI | 02885 | NONE | PUBLIC CHARITY | SCALES AND TALES: BOAT FOOD SERIES | $8,415 |
| DUTCHESS LAND CONSERVANCY | |||||||
| PO BOX 138 | MILLBROOK | NY | 12545 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| EAST BAY COMMUNITY ACTION PROGRAM | |||||||
| 19 BROADWAY | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | RENOVATIONS TO SUPPORT BEHAVIORAL HEALTH SERVICES | $60,000 |
| EMMA PENDLETON BRADLEY HOSPITAL | |||||||
| 1011 VETERANS MEMORIAL PARKWAY | EAST PROVIDENCE | RI | 02915 | NONE | PUBLIC CHARITY | TRANSPORTING NEWPORT CHILD & ADOLESCENT | $40,000 |
| EAST BAY COMMUNITY ACTION PROGRAM | |||||||
| 19 BROADWAY | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | READING PROGRAMS / PARENT INVOLVMENT | $35,524 |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,000 |
| FRIENDS OF BOCA GRANDE COMMUNITY CENTER | |||||||
| PO BOX 1222 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| GROW SMART RHODE ISLAND | |||||||
| ONE EMPIRE PLAZA | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | IMPROVED PLANNING FOR RENEWAL ENERGY SITING | $20,000 |
| FRIENDS OF UPPER EAST SIDE HISTORIC DISTRICT INC | |||||||
| 20 EAST 69TH STREET 4B | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| FRIENDS SEMINARY | |||||||
| 222 E 16TH ST | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | LIGHT THE FUTURE CAMPAIGN | $125,000 |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES | |||||||
| 1500 SAN REMO AVENUE SUITE 249 | CORAL GABLES | FL | 33146 | NONE | PUBLIC CHARITY | NEW ENGLAND FUNDERS' GROUP | $9,010 |
| GARDEN CONSERVANCY | |||||||
| PO BOX 219 | NEW YORK | NY | 10516 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,000 |
| GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION | |||||||
| PO BOX 446 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| GLADNEY CENTER FOR ADOPTION | |||||||
| 6300 JOHN RYAN DRIVE | FORT WORTH | TX | 76132 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| GRANTMAKERS COUNCIL OF RHODE ISLAND | |||||||
| 50 VALLEY STREET | PROVIDENCE | RI | 02909 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1725 DESALES ST NW STE 404 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,190 |
| GROW SMART RHODE ISLAND | |||||||
| ONE EMPIRE PLAZA | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $50,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC CHARITY | SUPPORT GIFT CATALOG PROGRAMS | $2,500 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WHILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| INTERNATIONAL YACHT RESTORATION SCHOOL | |||||||
| 449 THAMES ST SUITE 111 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | CAMPAIGN FOR THE FUTURE AND THE ANNUAL FUND | $265,000 |
| HI-LO NEIGHBORHOOD ASSOCIATION | |||||||
| 19 CHAPEL STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | WELLNESS CENTER AT DONOVAN MANOR | $38,500 |
| JAMESTOWN ART CENTER | |||||||
| 18 VALLEY STREET | JAMESTOWN | RI | 02835 | NONE | PUBLIC CHARITY | MSW PROGRAMMING FUND | $2,500 |
| JAMES L MAHER CENTER | |||||||
| 906 AQUIDNECK AVE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | HEALTHY LIFESTYLE PROGRAMS | $30,000 |
| LUCY'S HEARTH | |||||||
| 913 WEST MAIN ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $45,000 |
| MARTIN LUTHER KING COMMUNITY CENTER INC | |||||||
| 20 DR MARCUS F WHEATLAND BLVD | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $77,500 |
| MEALS ON WHEELS OF RI INC | |||||||
| 70 BATH STREET | PROVIDENCE | RI | 02908 | NONE | PUBLIC CHARITY | THE HOME DELIVERED PROGRAM IN NEWPORT COUNTY | $12,500 |
| MIDDLETOWN TREE ASSOCIATION | |||||||
| 207 VERNON AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | FOR THE TREE MAINTENANCE PROGRAM AND PLANTING INCENTIVE PROGRAMS | $12,000 |
| MEMORIAL SLOAN KETTERING | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | ANNUAL SUPPORT | $6,750 |
| MYSTIC SEAPORT MUSEUM INC | |||||||
| 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | NONE | PUBLIC CHARITY | EXHIBITION FUND | $150,000 |
| NAVAL WAR COLLEGE FOUNDATION | |||||||
| 686 CUSHING ROAD | NEWPORT | RI | 02841 | NONE | PUBLIC CHARITY | ANNUAL FUND | $46,667 |
| NEW YORK AND PRESBYTERIAN HOSPITAL | |||||||
| 525 E 68TH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| NEW YORK HARBOR FOUNDATION | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | BILLION OYSTER PROJECT | $1,500 |
| NEW YORK LANDMARKS CONSERVANCY | |||||||
| ONE WHITEHALL STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | ANNUAL FUND | $3,000 |
| NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER | |||||||
| 127 JOHNNY CAKE HILL ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | ELECTRONIC HEALTH RECORD & BEHAVORIAL HEALTH ASSESSMENT SOFTWARE | $144,786 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | NONE | PUBLIC CHARITY | SUPPORT AMERICAN PUBLIC MEDIA MARKETPLACE | $2,500 |
| NEWPORT ART MUSEUM AND ART ASSOCIATION | |||||||
| 76 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| NEWPORT COMMUNITY SCHOOL | |||||||
| 55 BROADWAY | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ELO AND AIALC PROGRAMS | $39,591 |
| ROSE ISLAND LIGHTHOUSE FOUNDATION | |||||||
| 1 WASHINGTON STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ORGANIZATIONAL DEVELOPMENT | $6,250 |
| NEWPORT COUNTY DEVELOPMENTAL COUNCIL | |||||||
| 35 VALLEY ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | SUPPORT CONNECT GREATER NEWPORT | $85,000 |
| NEWPORT COUNTY WOMENS RESOURCE CENTER | |||||||
| 114 TOURO ST | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | COUNSELING PROGRAMS | $23,913 |
| NEWPORT FESTIVALS FOUNDATION | |||||||
| 150 EAST 69TH STREET 27K | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | UNRESTRICTED OPERATING SUPPORT | $25,000 |
| NEWPORT FILM INC | |||||||
| 174 BELLEVUE AVE SUITE 314 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ANNUAL FUND | $35,000 |
| NEWPORT HISTORICAL SOCIETY | |||||||
| 82 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| NEWPORT HISTORICAL SOCIETY | |||||||
| 82 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | SUPPORT THE NEWPORT ANTIQUE SHOW | $5,000 |
| NEWPORT FILM INC | |||||||
| 174 BELLEVUE AVE SUITE 314 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | SUMMER BENEFIT / STRATEGIC MARKETING INITIATIVE | $56,000 |
| NEWPORT HOSPITAL FOUNDATION | |||||||
| 11 FRIENDSHIP STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | BEYOND THE BUILDING CAPITAL CAMPAIGN | $50,000 |
| NEWPORT HOSPITAL FOUNDATION | |||||||
| 11 FRIENDSHIP STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | HEALTH FUND A NEED - EXPANSION CARDIOVASCULAR INSTITUTE | $45,000 |
| RIMTA FOUNDATION | |||||||
| 99 POPPASQUASH ROAD | BRISTOL | RI | 02809 | NONE | PUBLIC CHARITY | COMMUNITY PIPLINE FOR MARINE WORKFORCE | $62,060 |
| NEWPORT PARTNERSHIPS FOR FAMILIES | |||||||
| 109 OLD FORT ROAD | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | CHRONIC EARLY ABSENTEEISM AND TRUANCY REDUCTION | $70,594 |
| NEWPORT TREE CONSERVANCY | |||||||
| 29 FRANKLIN STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | HERITAGE TREE CENTER | $75,000 |
| NEWPORT PUBLIC LIBRARY | |||||||
| 300 SPRING STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| NEWPORT PUBLIC SCHOOLS | |||||||
| 109 OLD FORT ROAD | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | NACTC COLLEGE AND CAREER READINESS | $54,850 |
| NEWPORT PUBLIC SCHOOLS | |||||||
| 109 OLD FORT ROAD | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | NEWPORT PROJECT | $33,343 |
| NEWPORT RESTORATION FOUNDATION | |||||||
| 51 TOURO STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| COMPANY OF THE REDWOOD LIBRARY | |||||||
| 50 BELLVUE AVE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| NIGHTINGALE BAMFORD SCHOOL | |||||||
| 20 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| NORMAN BIRD SANCTUARY TRUST | |||||||
| 583 THIRD BEACH ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | DIRECT MAINTENANCE OF SANCTUARY LANDSCAPES | $7,500 |
| TRUSTEES OF PHILLIPS ACADEMY | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | NONE | PUBLIC CHARITY | ADDISON GALLERY | $55,000 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVE | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| OLANA PARTNERSHIP | |||||||
| PO BOX 199 | HUDSON | NY | 12534 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| PA SOCIETY-PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 350 E ERIE AVENUE | PHILADELPHIA | PA | 19134 | NONE | PUBLIC CHARITY | SUPPORT THE BARK AND WINE EVENT | $60,000 |
| PEAK GRANTMAKING INC | |||||||
| 1666 K ST NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | UNRESTRICTED OPERATING SUPPORT | $1,000 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| POMFRET SCHOOL | |||||||
| 398 POMFRET STREET | POMFRET | CT | 06258 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| PRESERVATION SOCIETY OF NEWPORT COUNTY | |||||||
| 424 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | TOWARD CONSTRUCTION CENTER AT THE BREAKERS | $300,000 |
| PRESERVATION SOCIETY OF NEWPORT COUNTY | |||||||
| 424 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| PRESERVATION SOCIETY OF NEWPORT COUNTY | |||||||
| 424 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | 2019 COACHING WEEKEND ACTIVITIES | $10,000 |
| PORTSMOUTH UNITED METHODIST CHURCH | |||||||
| PO BOX 265 | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | IRRIGATION SYSTEM COMMUNITY GARDEN PROJECT | $10,000 |
| PUPPIES BEHIND BARS | |||||||
| 10 EAST 40TH STREET 19TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,000 |
| REACH OUT AND READ RHODE ISLAND | |||||||
| 1 RICHMOND SQ STE 158E | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | SUPPORT THE REACH OUT & READ EARLY LITERACY PROGRAM IN NEWPORT COUNTY | $12,250 |
| RHODE ISLAND COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | FOOD AQUISITION AND FUNDING FOR NEWPORT COUNTY FOOD PANTRIES | $45,000 |
| RHODE ISLAND HOSPITAL | |||||||
| 593 EDDY STREET | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | RENOVATIONS, INPATIENT FLOORS & PEDIACTRIC ICU | $1,000,000 |
| RHODE ISLAND KIDS COUNT | |||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | 3G INITIATIVE IN NEWPORT | $45,000 |
| RHODE ISLAND PUBLIC RADIO | |||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | ANNUAL FUND | $55,000 |
| RHODE ISLAND ARTS FOUNDATION AT NEWPORT | |||||||
| 26 VALLEY ROAD | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | NEWPORT MUSIC FESTIVAL | $30,000 |
| ROBERT POTTER LEAGUE FOR ANIMALS INC | |||||||
| 87 OLIPHANT LANE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | ANNUAL FUND | $57,500 |
| SAIL NEWPORT | |||||||
| 60 FORT ADAMS DRIVE | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | 2018 VOLVO OCEAN RACE STOP OVER | -$140,000 |
| SAIL TO PREVAIL | |||||||
| 86 THAMES STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ADAPTIVE SAILING PROGRAM | $25,000 |
| SAVE THE BAY INC | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | EFFORTS TO PROTECT NARRAGANSETT BAY | $160,000 |
| TOWN OF LITTLE COMPTON | |||||||
| 40 COMMONA | LITTLE COMPTON | RI | 02837 | NONE | PUBLIC CHARITY | RENOVATIONS WILBUR MCMAHON SCHOOL | $50,000 |
| SOUTH COUNTY HOSPITAL HEALTH CARE SYSTEM ENDOWMENT | |||||||
| 100 KENYON AVE | WAKEFILED | RI | 02879 | NONE | PUBLIC CHARITY | 8 SKILLS FOR MENTAL WELLNESS | $71,662 |
| SIGNATURE THEATER COMPANY | |||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| SKOWHEGAN SCHOOL OF PAINTING AND SCULPTURE | |||||||
| 136 WEST 22 STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | 2018 AWARDS BENEFIT | $2,000 |
| ST ANDREWS EPISCOPAL CHURCH | |||||||
| PO BOX 272 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,000 |
| ST BERNARD'S SCHOOL | |||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL | |||||||
| 55 VAUCLUSE AVENUE | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | ANNUAL FUND & PRESERVATION OF THE CHAPEL | $3,000 |
| ST GEORGE'S SCHOOL | |||||||
| PO BOX 1910 | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | OPERATING - GENERAL | $10,000 |
| SAINT CLAIRE HOME | |||||||
| 309 SPRING STREET | NEWPORT | RI | 02840 | NONE | PUBLIC CHARITY | ST REHABILITATION AND CONSULTING SERVICES | $182,600 |
| STAR KIDS SCHOLARSHIP PROGRAM | |||||||
| PO BOX 6214 | MIDDLETOWN | RI | 02842 | NONE | PUBLIC CHARITY | TUITION ASSISTANCE | $23,720 |
| SUNCOAST HUMANE SOCIETY | |||||||
| 6781 SAN CASA DRIVE | ENGLEWOOD | FL | 34224 | NONE | PUBLIC CHARITY | ANNUAL FUND | $2,500 |
| STUDIO INCAMMINATI | |||||||
| 340 N 12TH STREET STE 400 | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| SUNDANCE INSTITUTE | |||||||
| PO BOX 68442 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | CATALYST WOMEN PROGRAM AND THE SUNDANCE CATALYST | $25,000 |
| TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PUBLIC CHARITY | ANNUAL FUND | $20,000 |
| DECK HOUSE SCHOOL | |||||||
| PO BOX 367 | EDGECOMB | MN | 04556 | NONE | PUBLIC CHARITY | ANNUAL FUND | $25,000 |
| THE ISLAND SCHOOL | |||||||
| PO BOX 1090 | BOCA GRANDE | FL | 33921 | NONE | PUBLIC CHARITY | ANNUAL FUND | $10,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH ST STE 700 LINCOLN PLAZA | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | SUPPORT OF RHODE ISLAND LAND TRUST AND LOCAL AGRICULTURE & SEAFOOD ACT MARKETING GRANTS PROGRAM | $108,070 |
| TIVERTON SCHOOL DEPARTMENT | |||||||
| ADMINISTRATION CENTER | TIVERTON | RI | 02878 | NONE | PUBLIC CHARITY | P.E.P. YOUTH OF TIVERTON | $28,120 |
| TOWN OF PORTSMOUTH - SCHOOL DEPARTMENT | |||||||
| 120 EDUCATION LANE | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | AUDITORIUM RENOVATIONS | $225,000 |
| TRUSTEES OF COLUMBIA | |||||||
| 403 AVERY HALL | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | RESEARCH FELLOWSHIP, REAL ESTATE DEVELOPMENT AND SUPPORT BUSINESS FUND | $25,000 |
| TRUSTEES OF COLUMBIA | |||||||
| 403 AVERY HALL | NEW HAVEN | NY | 10027 | NONE | PUBLIC CHARITY | REAL ESTATE DEVELOPMENT FINANCE FUND | $300,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 210 SOUTH 34TH STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | SUPPORT THE PENN DESIGN ANNUAL FUND AND MARILYN JORDAN TAYLOR PRESIDENTIAL PROFESSORSHIP | $179,300 |
| VNS OF NEWPORT & BRISTOL COUNTIES | |||||||
| 1184 EAST MAIN ROAD | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | ANNUAL FUND, SUPPORT THE PALLIATIVE CARE AND MATERNAL HEALTH PROGRAMS AND TO PILOT A COLLABORATIVE PROFESSIONAL DEVELOPMENT PROJECT WITH NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER | $35,000 |
| VNS OF NEWPORT & BRISTOL COUNTIES | |||||||
| 1184 EAST MAIN ROAD | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | OPERATING - GENERAL | $5,000 |
| WESLEYAN UNIVERSITY | |||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06459 | NONE | PUBLIC CHARITY | SUPPORT FILM CENTER ADDITION | $175,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PUBLIC CHARITY | ANNUAL FUND | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,342,081 | 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 | $3,932,385 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,590,316 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,799,576 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,799,576 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| VAN BEUREN CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | C/O BGAPTS 501 MADISON AVE 17FL | NEW YORK | NY | 10022 | $2,820,779 | Yes (X) |
| JAVB 2008 CLAT | ||||||
| 2 | C/O BGAPTS 501 MADISON AVE 17FL | NEW YORK | NY | 10022 | $6,505,494 | Yes (X) |
| VAN BEUREN CLAT A | ||||||
| 3 | C/O BGAPTS 501 MADISON AVE 17FL | NEW YORK | NY | 10022 | $1,641,491 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $53,511 | Amt |
| Net Investment Income | $53,511 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME OBLIGATIONS | BondNm |
| EOY Book Value | $12,276,555 | EOYBookValueAmt |
| EOYFMV | $12,276,555 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $82,464,534 | EOYBookValueAmt |
| EOYFMV | $82,464,534 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN CLAT | AT COST | $38,126,897 | $38,126,897 |
| LIMITED PARTNERSHIPS | AT COST | $108,171,071 | $108,171,071 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $7,452 | LegalFeesAmt |
| Net Investment Income | $4,968 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,484 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INCOME RECEIVABLE | $132,175 | $155,484 | $155,484 |
| SECURITY DEPOSIT/PREPAID EXP | $2,905 | $15,255 | $15,255 |
| PREPAID EXCISE TAX | $139,243 | $36,305 | $36,305 |
| CONSTRUCTION IN PROGRESS - NEW OFFICE | $114,679 | $114,679 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN MARKET VALUE OF SECURITIES | $14,405,515 |
| CHANGE IN BENEFICIAL INTEREST IN CLAT | $10,390,510 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE OPERATING EXPENSE | $72,050 | $0 | $72,050 |
| FILING FEES | $72 | $48 | $24 |
| INSURANCE | $8,349 | $2,783 | $5,566 |
| NON DEDUCTIBLE EXP THRU PARTNERSHIP | $25,100 | $0 | $0 |
| TRAINING | $6,640 | $0 | $6,640 |
| COMMUNITY EVENTS | $1,185 | $0 | $1,185 |
| SPECIAL INITIATIVES | $22,562 | $0 | $22,562 |
| CONSULTING | $168,352 | $0 | $168,352 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORD INCOME (LOSS) THRU PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $276,875 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $276,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $276,875 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING DIFFERENCE | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $1,983,174 | Amt |
| Net Investment Income | $1,983,174 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX/UBTI TAX | CategoryTxt |
| Amt | $248,783 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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