SAND DOLLAR W FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SAND DOLLAR W FOUNDATION (EIN 26-0239404)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349101637
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:52:07-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362469413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 NORTH MICHIGAN AVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 | 260239404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAND DOLLAR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEREMY WINTERSTEEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HARRISON AVENUE | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEREMY WINTERSTEEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN HUEFFNER | PreparerPersonNm |
| PTIN | P01087725 | PTIN |
| Phone | 3126420006 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.243.146.223 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 23:12:22 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5FA6F266A38D9DC3E2D4D78A3C013B70EC47580D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $87,379 | 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 | $130,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $850 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $850 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $850 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $296 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $296 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $296 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,819 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,819 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $296 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $554 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,379 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $30,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,379 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,379 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $30,644 | CapitalStockBOYAmt |
| Capital Stock EOY | $87,379 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,379 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,735 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $87,379 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,379 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,658 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $54,586 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.247060 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $68,156 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.912524 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,057 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $65,937 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.744954 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,817 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,716 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.876852 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,617 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $147,965 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.794897 | DistributionYr5Rt |
| Total Distribution | 8.576287 | TotalDistributionRt |
| Average Distribution | 1.715257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $62,541 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $107,274 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $107,280 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,819 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | JEREMY WINTERSTEEN | IndividualWithBooksNm |
| Phone | 3126420006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 HARRISON AVENUE | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02840 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARGO WINTERSTEEN | ||||||||
| 243 EAST 48TH STREET | NEW YORK | NY | 10017 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEREMY WINTERSTEEN | ||||||||
| 21 HARRISON AVENUE | NEWPORT | RI | 02840 | VICE PRES, SECRETARY, DIRE | 1.00 | $0 | $0 | $0 |
| LAURENCE WINTERSTEEN | ||||||||
| 57 UPLAND ROAD | BROOKLINE | MA | 02445 | VICE PRES, TREAS, DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $952 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,541 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11 | TotalTaxAmt |
| Distributable Before Adj | $3,116 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,116 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,116 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,819 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,819 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,819 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $110,235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,131 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,766 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $126,942 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $119,929 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $567,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,819 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,116 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,703 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $637,706 | 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 | $110,235 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $527,471 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,131 | ExcessFromYear4Amt |
| Excess From Year3 | $111,766 | ExcessFromYear3Amt |
| Excess From Year2 | $126,942 | ExcessFromYear2Amt |
| Excess From Year1 | $119,929 | ExcessFromYear1Amt |
| Excess From Current Year | $70,703 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGO WINTERSTEEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CHILDREN FOUNDATION | |||||||
| 464 HILLSIDE AVENUE SUITE 300 | NEEDHAM | MA | 02494 | NONE | PC | UNRESTRICTED | $3,500 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CENTRAL PARK WEST 79TH ST | NEW YORK | NY | 10024 | NONE | PC | UNRESTRICTED | $275 |
| BOSTON COLLEGIATE CHARTER SCHOOL | |||||||
| 11 MAYHEW ST | DORCHESTER | MA | 02125 | NONE | PC | UNRESTRICTED | $500 |
| EASTERN TRAIL ALLIANCE | |||||||
| PO BOX 250 | SACO | MA | 04072 | NONE | PC | UNRESTRICTED | $1,000 |
| FESSENDEN SCHOOL | |||||||
| 250 WALTHAM STREET | WEST NEWTON | MA | 02465 | NONE | PC | UNRESTRICTED | $7,500 |
| FILM FORUM | |||||||
| 209 W HOUSTON | NEW YORK | NY | 10014 | NONE | PC | UNRESTRICTED | $2,500 |
| FILM SOCIETY OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA 4 | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED | $200 |
| FOOD FOR FREE | |||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | NONE | PC | UNRESTRICTED | $250 |
| FRIENDS OF DAG HAMMARSKJOLD PLAZA | |||||||
| 224 EAST 47TH STREET ROOM 339 | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $100 |
| MAINE ISLAND TRAIL ASSOCIATION | |||||||
| 58 FORE ST | PORTLAND | ME | 04101 | NONE | PC | UNRESTRICTED | $5,000 |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 6TH FLOOR | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $3,000 |
| MILLBROOK SCHOOL | |||||||
| 131 MILLBROOK SCHOOL RD | MILLBROOK | NY | 12545 | NONE | PC | UNRESTRICTED | $2,500 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED | $360 |
| NATURAL RESOURCES COUNCIL OF MAINE | |||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PC | UNRESTRICTED | $5,000 |
| NONESUCH OAR & PADDLE CLUB | |||||||
| 499 BLACK POINT RD | SCARBOROUGH | MA | 04074 | NONE | PC | UNRESTRICTED | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | UNRESTRICTED | $500 |
| PNA COMMUNITY GRANT PROGRAM | |||||||
| 6532 PHINNEY AVE N | SEATTLE | WA | 98103 | NONE | PC | UNRESTRICTED | $1,000 |
| PROUTS NECK ASSOCIATION | |||||||
| 499 BLACK POINT ROAD | SCARBOROUGH | ME | 04074 | NONE | PC | UNRESTRICTED | $250 |
| PROUTS NECK AUDUBON SOCIETY | |||||||
| 499 BLACK POINT ROAD | SCARBOROUGH | ME | 04074 | NONE | PC | UNRESTRICTED | $1,500 |
| PUBLIC THEATER | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED | $2,500 |
| SCARBOROUGH LAND TRUST | |||||||
| 7 OAK HILL TERRACE 2ND FLOOR | SCARBOROUGH | ME | 04074 | NONE | PC | UNRESTRICTED | $10,300 |
| SOUTHERN MAINE CONSERVATION COLLABORATIVE | |||||||
| 217 COMMERCIAL STREET SUITE 302 | PORTLAND | ME | 04101 | NONE | PC | UNRESTRICTED | $7,500 |
| ST BERNARD'S SCHOOL | |||||||
| 4 E 98TH ST | NEW YORK | NY | 10029 | NONE | PC | UNRESTRICTED | $1,250 |
| STEPS TO SUCCESS | |||||||
| 24 WEBSTER PL | BROOKLINE | MA | 02445 | NONE | PC | UNRESTRICTED | $500 |
| UNITED SOUTH END SETTLEMENTS | |||||||
| 566 COLUMBUS AVENUE | BOSTON | MA | 02118 | NONE | PC | UNRESTRICTED | $250 |
| URBAN IMPROV | |||||||
| 670 CENTRE ST | JAMAICA PLAIN | MA | 02130 | NONE | PC | UNRESTRICTED | $1,000 |
| US COURT TENNIS PRESERVATION FOUNDATION | |||||||
| PO BOX 194 | JAMESTOWN | RI | 02635 | NONE | PC | UNRESTRICTED | $5,000 |
| WE CARE SOLAR | |||||||
| 2150 ALLSTON WAY | BERKELEY | CA | 94704 | NONE | PC | UNRESTRICTED | $250 |
| WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | PC | UNRESTRICTED | $1,000 |
| WORLD PEDIATRIC PROJECT | |||||||
| 7201 GLEN FOREST DR SUITE 304 | RICHMOND | VA | 23226 | NONE | PC | UNRESTRICTED | $8,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,819 | 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 | $850 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $850 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGO WINTERSTEEN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 EAST 48TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $130,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $296 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $296 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |