FARVIEW FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FARVIEW FOUNDATION (EIN 31-1633189)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-10-27
- IRS object ID
- 202503009349100130
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Land Etc Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-27T14:27:02-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521946112 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILDEBRAND LIMPARIS & ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 GUILFORD DRIVE SUITE 200 | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311633189 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARVIEW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FARV | BusinessNameControlTxt |
| Phone | 6129731777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRIETT CROSBY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6129731777 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL HILDEBRAND | PreparerPersonNm |
| PTIN | P00295254 | PTIN |
| Phone | 3016209101 | PhoneNum |
| Preparation | 2025-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,368,466 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $36,604 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,604 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$53,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,584,799 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,049 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $484 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,942 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,566 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $258,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$238,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $609,755 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $504,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $504,986 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,370,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,163,821 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,276,128 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $587,352 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $514,675 | LandBOYAmt |
| Land EOY | $587,352 | LandEOYAmt |
| Land EOYFMV | $587,352 | LandEOYFMVAmt |
| Total Assets BOY | $2,494,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,255,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,368,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,750,600 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,750,600 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$256,170 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$495,095 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,494,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,255,505 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,494,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,255,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,494,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$238,925 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,255,505 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,255,505 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| BOSTON TRUST WALDEN SMALL CAP FUND | $188 | $188 | $188 | |
| PARNASSUS CORE EQUITY FUND | $25,932 | $25,932 | $25,932 | |
| BOSTON TRUST WALDEN SMALL CAP FUND | $117 | $117 | $117 | |
| CALVERT HIGH YIELD BOND | $108,536 | -$11,464 | -$11,464 | $120,000 |
| WASTE MANAGEMENT INC | $50,000 | $0 | $0 | $50,000 |
| US TREASURY | $214,136 | $0 | $0 | $214,136 |
| TIAA CREF | $411,361 | -$68,639 | -$68,639 | $480,000 |
| FIRST AM GOVT OB | $774,529 | $0 | $0 | $774,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$53,866 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $680 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $680 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $680 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,820 | OverpaymentAmt |
| Applied To ES Tax | $1,820 | 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 | MD | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123039813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S 6TH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRIETT CROSBY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6515 79TH PLACE | AddressLine1Txt |
| City | CABIN JOHN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,225,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $566,333 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,791,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,791,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,764,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $680 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $680 | TotalTaxAmt |
| Distributable Before Adj | $87,554 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,554 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,554 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $254,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,554 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,400 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,671 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $146,099 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $230,773 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $167,163 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $645,106 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,554 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $166,446 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $811,552 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $42,400 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $769,152 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,671 | ExcessFromYear4Amt |
| Excess From Year3 | $146,099 | ExcessFromYear3Amt |
| Excess From Year2 | $230,773 | ExcessFromYear2Amt |
| Excess From Year1 | $167,163 | ExcessFromYear1Amt |
| Excess From Current Year | $166,446 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMAZON WATCH | |||||||
| 520 3RD STREET | OAKLAND | CA | 94607 | NONE | PC | GENERAL OPERATING | $10,000 |
| AS YOU SOW | |||||||
| 1611 TELEGRAPH AVE | OAKLAND | CA | 94612 | NONE | PC | GENERAL OPERATING | $3,000 |
| CARPE DIEM ARTS | |||||||
| 9207 LONG BRANCH PKWY | SILVER SPRING | MD | 20901 | NONE | PC | GENERAL OPERATING | $5,000 |
| CATOCTIN LAND TRUST | |||||||
| PO BOX 615 | FREDERICK | MD | 21701 | NONE | PC | GENERAL OPERATING | $1,000 |
| CROSBY FUND FOR HAITIN EDUCATION | |||||||
| 19 BINNEY ROAD | OLD LYME | CT | 06371 | NONE | PC | GENERAL OPERATING | $1,000 |
| DEMOCRACY NOW | |||||||
| 207 WEST 25TH STREET 11TH FLOOR | NEW YORK CITY | NY | 10001 | NONE | PC | GENERAL OPERATING | $3,000 |
| EARTH ISLAND INSTITUTE | |||||||
| 2150 ALLSTON WAY | BERKELEY | CA | 94704 | NONE | PC | GENERAL OPERATING | $1,000 |
| ENVIRONMENTAL FILM FESTIVAL | |||||||
| 1224 M STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $3,000 |
| FARM SANCTUARY | |||||||
| 3100 AIKENS ROAD | WATKINS GLEN | NY | 14891 | NONE | PC | GENERAL OPERATING | $1,000 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW 300 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $1,000 |
| FOREVER MARYLAND | |||||||
| PO BOX 4489 | SALISBURY | MD | 21803 | NONE | PC | GENERAL OPERATING | $1,000 |
| FRIENDS COMMITTEE ON NATIONAL LEGISLATION | |||||||
| 245 2ND STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING | $3,000 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $10,000 |
| GIRAFFE HEROES PROJECT | |||||||
| 197 SECOND STREET | LANGLEY | WA | 98260 | NONE | PC | GENERAL OPERATING | $1,000 |
| INSIGHT MEDITATION COMMUNITY OF WASHINGTON | |||||||
| PO BOX 3 | CABIN JOHN | MD | 20818 | NONE | PC | GENERAL OPERATING | $1,000 |
| MARYLAND VOTES FOR ANIMALS | |||||||
| PO BOX 10411 | BALTIMORE | MD | 21209 | NONE | PC | GENERAL OPERATING | $1,000 |
| ORGANIC CONSUMERS ASSOCIATION | |||||||
| 6771 SOUTH SILVER HILL DR | FINLAND | MN | 55603 | NONE | PC | GENERAL OPERATING | $3,000 |
| PACHAMAMA ALLIANCE | |||||||
| PO BOX 29191 | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL OPERATING | $10,000 |
| PITZER SCHOOL | |||||||
| 1050 N MILLS AVE | CLAREMONT | CA | 91711 | NONE | PC | GENERAL OPERATING | $1,000 |
| POPLAR SPRINGS ANIMAL SANCTUARY | |||||||
| 15200 MOUNT NEBO ROAD | POOLESVILLE | MD | 20837 | NONE | PC | GENERAL OPERATING | $1,000 |
| POTOMAC CONSERVANCY | |||||||
| 8403 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL OPERATING | $1,000 |
| POTOMAC RIVERKEEPER | |||||||
| 3070 M STREET NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL OPERATING | $13,000 |
| PROJECT COYOTE | |||||||
| PO BOX 5007 | LARKSPUR | CA | 94977 | NONE | PC | GENERAL OPERATING | $10,000 |
| PROTECT OUR ELECTIONS | |||||||
| 2100 CLAREDON BLVD SUITE 320 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL OPERATING | $30,000 |
| 484 | |||||||
| 1600 20TH ST NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING | $5,000 |
| PUTNEY SCHOOL | |||||||
| 418 HOUGHTON BROOK RD | PUTNEY | VT | 05346 | NONE | PC | GENERAL OPERATING | $1,000 |
| RODALE INSTITUTE | |||||||
| 611 SIEGFRIEDALE ROAD | KUTZTOWN | PA | 195309320 | NONE | PC | GENERAL OPERATING | $1,000 |
| SMART ON PESTICIDES COALITION - MARYLAND PESTICIDE EDUCATION NETWORK | |||||||
| 544 EPPING FOREST ROAD | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL OPERATING | $5,000 |
| SOLAR ELECTRIC LIGHT FUND | |||||||
| 1612 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING | $1,000 |
| THE HUMANE SOCIETY WILDLIFE LAND TRUST | |||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING | $1,000 |
| WILD EARTH GUARDIANS | |||||||
| 312 MONTEZUMA AVE | SANTA FE | NM | 87501 | NONE | PC | GENERAL OPERATING | $10,000 |
| YES MAGAZINE | |||||||
| PO BOX 10818 | BAINBRIDGE ISLAND | WA | 98110 | NONE | PC | GENERAL OPERATING | $1,000 |
| YES YOUTH FOR ENVIRONMENTAL SANITY | |||||||
| 2067 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02140 | NONE | PC | GENERAL OPERATING | $1,000 |
| POTOMAC RIVERKEEPER | |||||||
| 3070 M STREET NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL OPERATING | $1,000 |
| AMERICAN CHESTNUT FOUNDATION | |||||||
| 50 N MERRIMON AVE STE 115 | ASHEVILLE | NC | 28804 | NONE | PC | GENERAL OPERATING | $1,000 |
| CENTER FOR FOOD SAFETY | |||||||
| 110 MARYLAND AVENUE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING | $1,000 |
| THE CHURCH OF THE VIRGIN MOTHER | |||||||
| 17111 OVERHILL RD | DERWOOD | MD | 208551557 | NONE | PC | GENERAL OPERATING | $3,000 |
| EKVN-YEFOLECV | |||||||
| PO BOX 148 | WEOGUFKA | AK | 35183 | NONE | PC | GENERAL OPERATING | $50,000 |
| INSTITUTE OF NOETIC SCIENCES | |||||||
| 7250 REDWOOD BLVD STE 208 | NOVATO | CA | 94945 | NONE | PC | GENERAL OPERATING | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $1,000 |
| PROJECT ON GOVERNMENT OVERSIGHT | |||||||
| 1100 13TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $5,000 |
| ROMERO INSTITUTE - NEW PARADIGM | |||||||
| 210 HIGH STREET SECOND FLOOR | SANTA CRUZ | CA | 95060 | NONE | PC | GENERAL OPERATING | $30,000 |
| SECOND CHANCE WILDLIFE CENTER | |||||||
| 7101 BARCELLONA DR | GAITHERSBURG | MD | 20879 | NONE | PC | GENERAL OPERATING | $10,000 |
| UPAYA ZEN CENTER | |||||||
| 1404 CERRO GORDO RD | SANTA FE | NM | 87501 | NONE | PC | GENERAL OPERATING | $1,000 |
| VOICES FOR PROGRESS | |||||||
| 1701 K ST NW SUITE 500 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,000 | 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 | $36,604 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$53,866 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 01 | $484 |
| FEDERAL TAX REFUND | 01 | $24,565 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,641 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,641 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 704223775 IMPAX GLBL ENVIRONMENTAL MKTS INST - PGINX | AT COST | $182,500 | $212,252 |
| 13161Y301 CALVERT US MID CAP CORE RSPNB IDX I - CMJIX | AT COST | $145,000 | $158,555 |
| 101156602 BOSTON TRUST WALDEN SMALL CAP FUND - BOSOX | AT COST | $92,500 | $97,425 |
| 701769408 PARNASSUS CORE EQUITY FUND - PRILX | AT COST | $505,000 | $564,049 |
| 91282CFG1 US TREASURY NOTE | AT COST | $97,898 | $99,619 |
| 40434LAA3 HP INC SR FLBL NT - HPQ | AT COST | $46,994 | $48,345 |
| 61761J3R8 MORGAN STANLEY MEDIUM TERM NOTE | AT COST | $46,606 | $47,802 |
| 501044DJ7 KROGER CO - KR | AT COST | $47,323 | $48,081 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 4903 BROAD RUN RD | $394,575 | $0 | $394,575 | $394,575 |
| LAND | $120,100 | $0 | $120,100 | $120,100 |
| LAND | $72,677 | $0 | $72,677 | $72,677 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $484 | $484 | $484 |
| FEDERAL TAX REFUND | $24,565 | $24,565 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER EXPENSE (NON-DEDUCTIBLE) | CategoryTxt |
| Amt | $4,566 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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