ISLAND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ISLAND FOUNDATION (EIN 84-0715001)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202503109349101525
- Schema version
- 2024v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T17:36:48-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840865725 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHADWICK STEINKIRCHNER DAVIS & CO P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2499 HWY 6 50 | AddressLine1Txt |
| City | GRAND JUNCTION | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 815051106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840715001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISLA | BusinessNameControlTxt |
| Phone | 6508513009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 S BANNOCK STREET STE 1060 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER SEDGWICK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6508513009 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE A KEELER | PreparerPersonNm |
| PTIN | P01262607 | PTIN |
| Phone | 9702453000 | PhoneNum |
| Preparation | 2025-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $691,768 | 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 | $82 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $82 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,744 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,744 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $498,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,608 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,434 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,826 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,433 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,433 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $16,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,000 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $303 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $303 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $1,000 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $40,790 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $40,790 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $79,712 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $39,856 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $39,856 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,978 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,618 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,790 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $83,264 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,646 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,604 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,604 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $311,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $83,264 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$170,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,128 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,403 | CashBOYAmt |
| Cash EOY | $43,026 | CashEOYAmt |
| Cash EOYFMV | $43,026 | CashEOYFMVAmt |
| Corporate Stock BOY | $661,410 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,737 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $592,417 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $25,335 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,335 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,335 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $205,506 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $174,516 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $37,740 | LandBOYAmt |
| Land EOY | $30,990 | LandEOYAmt |
| Land EOYFMV | $30,990 | LandEOYFMVAmt |
| Total Assets BOY | $770,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $554,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $691,768 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,211 | AccountsPayableBOYAmt |
| Accounts Payable EOY | -$13,093 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $25,211 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$13,093 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $745,677 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $567,183 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $745,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $567,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $770,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $554,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $745,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$170,386 | ExcessRevenueOverExpensesAmt |
| Subtotal | $575,291 | SubtotalAmt |
| Other Decreases | $8,108 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $567,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY | P | 2020-04-27 | 2024-06-28 | $161,978 | $75,112 | $86,866 | $86,866 |
| AAON INC | P | 2020-11-27 | 2024-12-13 | $13,173 | $5,513 | $7,660 | $7,660 |
| IRON MTN INC | P | 2020-11-27 | 2024-12-30 | $15,809 | $4,366 | $11,443 | $11,443 |
| VERRA MOBILITY | P | 2023-12-11 | 2024-12-13 | $502 | $456 | $46 | $46 |
| SALESFORCE | P | 2021-03-18 | 2024-07-02 | $103,049 | $84,261 | $18,788 | $18,788 |
| ATS CORPORATION | P | 2023-08-23 | 2024-09-25 | $8,706 | $10,524 | -$1,818 | -$1,818 |
| LITTLEFUSE INC | P | 2020-11-27 | 2024-12-13 | $4,710 | $4,842 | -$132 | -$132 |
| XPEL INC | P | 2023-03-08 | 2024-05-20 | $3,733 | $7,409 | -$3,676 | -$3,676 |
| AGILSYS INC | P | 2023-12-28 | 2024-09-30 | $1,612 | $1,292 | $320 | $320 |
| BADGER METER INC | P | 2020-11-27 | 2024-10-18 | $5,508 | $2,456 | $3,052 | $3,052 |
| MASIMO CORP | P | 2020-11-27 | 2024-12-13 | $2,734 | $4,785 | -$2,051 | -$2,051 |
| ATKORE INC | P | 2023-12-11 | 2024-08-13 | $7,208 | $10,855 | -$3,647 | -$3,647 |
| BRP GROUP INC | P | 2022-12-15 | 2024-02-05 | $4,003 | $5,479 | -$1,476 | -$1,476 |
| MERIT MEDICAL SYSTEMS | P | 2020-11-27 | 2024-12-13 | $4,462 | $2,511 | $1,951 | $1,951 |
| ATS CORPORATION | P | 2023-12-28 | 2024-09-25 | $2,611 | $3,500 | -$889 | -$889 |
| CARTERS INC | P | 2020-11-27 | 2024-08-13 | $12,570 | $16,564 | -$3,994 | -$3,994 |
| MUELLER INDUSTRIES | P | 2021-06-01 | 2024-12-13 | $16,230 | $5,345 | $10,885 | $10,885 |
| AVIDXCHANGE HOLDINGS | P | 2023-12-28 | 2024-09-25 | $3,124 | $4,452 | -$1,328 | -$1,328 |
| CHEMED CORP | P | 2020-11-27 | 2024-09-03 | $5,752 | $4,761 | $991 | $991 |
| OMNICELL COM | P | 2020-11-27 | 2024-12-13 | $1,275 | $2,982 | -$1,707 | -$1,707 |
| BRP GROUP INC | P | 2023-06-01 | 2024-02-15 | $2,260 | $1,834 | $426 | $426 |
| DONNELLEY FINL SOLUTIONS | P | 2022-10-07 | 2024-12-13 | $4,239 | $2,553 | $1,686 | $1,686 |
| PJT PARTNERS INC | P | 2023-03-08 | 2024-09-03 | $2,011 | $1,299 | $712 | $712 |
| CARTERS INC | P | 2023-09-13 | 2024-08-13 | $436 | $498 | -$62 | -$62 |
| EDWARDS LIFESCIENCES | P | 2020-11-27 | 2024-04-17 | $1,575 | $1,527 | $48 | $48 |
| PROGYNY INC | P | 2023-08-08 | 2024-09-25 | $2,173 | $5,152 | -$2,979 | -$2,979 |
| CBIZ INC | P | 2024-04-15 | 2024-09-25 | $13,683 | $14,755 | -$1,072 | -$1,072 |
| FACTSET RESEARCH SYSTEMS | P | 2020-11-27 | 2024-09-03 | $5,110 | $3,882 | $1,228 | $1,228 |
| PROS HOLDING INC | P | 2020-11-27 | 2024-12-13 | $2,279 | $4,971 | -$2,692 | -$2,692 |
| OLLIES BARGAIN OUTLET | P | 2024-02-05 | 2024-12-13 | $670 | $442 | $228 | $228 |
| FIRSTCASH HOLDINGS | P | 2020-11-27 | 2024-09-03 | $4,573 | $2,659 | $1,914 | $1,914 |
| RESMED INC | P | 2020-11-27 | 2024-12-13 | $3,976 | $4,779 | -$803 | -$803 |
| PAYOR HCM INC | P | 2023-10-03 | 2024-09-25 | $2,073 | $3,404 | -$1,331 | -$1,331 |
| GENTHERM INC | P | 2020-11-27 | 2024-11-12 | $3,623 | $4,453 | -$830 | -$830 |
| SIMPSON MFG INC | P | 2020-11-27 | 2024-09-03 | $4,101 | $2,139 | $1,962 | $1,962 |
| PERFICIENT INC | P | 2023-08-08 | 2024-05-20 | $8,844 | $8,741 | $103 | $103 |
| HERC HLDGS | P | 2021-04-29 | 2024-12-13 | $5,733 | $3,477 | $2,256 | $2,256 |
| SLM CORP | P | 2020-11-27 | 2024-12-13 | $8,170 | $4,372 | $3,798 | $3,798 |
| RADNET INC | P | 2024-03-13 | 2024-12-13 | $4,259 | $2,388 | $1,871 | $1,871 |
| INSULET CORP | P | 2020-11-27 | 2024-12-13 | $1,610 | $1,497 | $113 | $113 |
| STRIDE INC | P | 2023-06-27 | 2024-12-13 | $8,765 | $3,563 | $5,202 | $5,202 |
| SIGNET JEWELERS LIMITED | P | 2024-02-05 | 2024-11-27 | $12,154 | $10,819 | $1,335 | $1,335 |
| INTEGER HLDGS | P | 2020-11-27 | 2024-09-03 | $2,163 | $1,231 | $932 | $932 |
| TETRA TECH INC | P | 2020-11-27 | 2024-12-13 | $10,076 | $5,669 | $4,407 | $4,407 |
| XPEL INC | P | 2023-11-01 | 2024-05-20 | $1,336 | $1,860 | -$524 | -$524 |
| IPG PHOTONICS | P | 2020-11-27 | 2024-12-13 | $856 | $2,236 | -$1,380 | -$1,380 |
| TRIMBLE INC | P | 2020-11-27 | 2024-09-03 | $2,587 | $2,811 | -$224 | -$224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,608 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,570 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,614 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,614 | SubtotalAmt |
| Tax Based On Investment Income | $1,614 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $559 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $559 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $1,077 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WALTER SEDGWICK | IndividualWithBooksNm |
| Phone | 6508513009 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 620068 | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER SEDGWICK | ||||||||
| PO BOX 620068 | WOODSIDE | CA | 94062 | OFFICER | 000.00 | $0 | $0 | $0 |
| WADE SEDGWICK | ||||||||
| PO BOX 620068 | WOODSIDE | CA | 94062 | OFFICER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | USE FOUNDATION RESOURCES TO ENCOURAGE THE USE OF TECHNOLOGICAL EQUIPMENT, SUCH AS DRONES AND LIVE CAMERA TRAPS TO ENHANCE OUR ABILITY TO DO WILDLIFE CONSERVATION IN CONJUNCTION WITH THE WILDLIFE CONSERVATION SOCIETY. | Description1Txt |
| Expenses1 | $153,116 | Expenses1Amt |
| Description2 | ENCOURAGE, ENABLE AND CATALYZE EDUCATION, INCLUDING RESEARCH, SCHOLARSHIP AND PUBLICATION OF HARVARD ART MUSEUM WITH REGARDS TO ASIAN ART | Description2Txt |
| Expenses2 | $9,101 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $420,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,864 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $56,325 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $513,358 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $513,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,700 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $505,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $203,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $203,250 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $203,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $203,250 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1976-09-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $203,250 | CurrentYearAmt |
| Year1 | $237,539 | Year1Amt |
| Year2 | $144,807 | Year2Amt |
| Year3 | $272,188 | Year3Amt |
| Total | $857,784 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $203,250 | CurrentYearAmt |
| Year1 | $237,539 | Year1Amt |
| Year2 | $144,807 | Year2Amt |
| Year3 | $272,188 | Year3Amt |
| Total | $857,784 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,855 | CurrentYearAmt |
| Year1 | $27,619 | Year1Amt |
| Year2 | $35,847 | Year2Amt |
| Year3 | $40,293 | Year3Amt |
| Total | $120,614 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTER SEDGWICK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| WILDLIFE CONSERVATION SOCIETY | |||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | GENERAL FUND | $139,340 |
| HARVARD UNIVERSITY | |||||
| 30 DUNSTER STREET | CAMBRIDGE | MA | 02138 | GENERAL FUND | $250 |
| WIKIMEDIA FOUNDATION | |||||
| 1 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | GENERAL FUND | $250 |
| BROOKS SCHOOL | |||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | GENERAL FUND | $5,144 |
| GRIOT ARTS | |||||
| 278 SUNFLOWER AVE | CLARKSDALE | MS | 38614 | GENERAL FUND | $2,500 |
| PACIFIC FOREST TRUST | |||||
| 1001 O REILLY AVE | SAN FRANCISCO | CA | 94129 | GENERAL FUND | $500 |
| CORNELL LAB ORNITHOLOGY | |||||
| 159 SAPSUCKER WOODS | ITHICA | NY | 14850 | GENERAL FUND | $250 |
| AMNH | |||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | GENERAL FUND | $24 |
| PROPUBLIC | |||||
| 155 AVE OF AMERICAS | NEW YORK | NY | 10013 | GENERAL FUND | $250 |
| THE WILDLIFE SOCIETY | |||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10024 | GENERAL FUND | $96 |
| LAKEVIEW CEMETERY | |||||
| 12316 EUCLID AVE | CLEVELAND | OH | 44106 | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,604 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $137,608 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,826 | ExclusionAmt |
| Related Or Exempt Function Incm | $137,608 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,434 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (48 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | THE USE OF EQUIPMENT FOR WILDLIFE CONSERVATION |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
| 8 | 1 |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & EQUIPMENT | 2000-12-31 | $14,554 | $14,554 | 200DB | 7.0000 | ||
| EQUIPMENT (COLO) | 2000-12-31 | $4,616 | $4,616 | 200DB | 7.0000 | ||
| FISH FINDER | 2015-02-16 | $3,410 | $3,410 | 200DB | 7.0000 | ||
| PHANTOM 4 DRONE | 2017-02-22 | $3,329 | $3,329 | 200DB | 5.0000 | ||
| DRONE - PARROTT | 2019-02-07 | $33,630 | $31,693 | 200DB | 5.0000 | $1,937 | $1,937 |
| DRONE SOFTWARE | 2019-05-12 | $4,990 | $4,990 | 200DB | 3.0000 | ||
| COMPUTER | 2019-04-01 | $2,814 | $2,652 | 200DB | 5.0000 | $162 | $162 |
| 2 BAT DETECTORS | 2020-02-19 | $6,000 | $4,963 | 200DB | 5.0000 | $691 | $691 |
| 2 LONG DISTANCE DRONES | 2020-08-28 | $19,000 | $15,717 | 200DB | 5.0000 | $2,189 | $2,189 |
| DRONE EQUIPMENT | 2021-05-17 | $13,640 | $9,957 | 200DB | 5.0000 | $1,551 | $1,551 |
| DRONE EQUIPMENT | 2021-09-16 | $2,505 | $1,738 | 200DB | 5.0000 | $307 | $307 |
| DRONE EQUIPMENT | 2021-10-18 | $6,718 | $4,420 | 200DB | 5.0000 | $919 | $919 |
| DRONE EQUIPMENT | 2021-11-11 | $7,013 | $4,615 | 200DB | 5.0000 | $959 | $959 |
| DRONE EQUIPMENT | 2021-12-23 | $7,320 | $4,817 | 200DB | 5.0000 | $1,001 | $1,001 |
| CAMERA | 2021-03-11 | $3,500 | $2,681 | 200DB | 5.0000 | $385 | $385 |
| DRONE EQUIPMENT | 2021-07-14 | $7,158 | $4,968 | 200DB | 5.0000 | $876 | $876 |
| DRONE EQUIPMENT | 2022-03-17 | $7,710 | $4,009 | 200DB | 5.0000 | $1,481 | $1,481 |
| DRONE EQUIPMENT | 2022-04-04 | $6,644 | $3,455 | 200DB | 5.0000 | $1,276 | $1,276 |
| DRONE EQUIPMENT | 2022-07-27 | $3,120 | $1,622 | 200DB | 5.0000 | $599 | $599 |
| APPLE COMPUTER | 2022-08-13 | $2,491 | $1,295 | 200DB | 5.0000 | $479 | $479 |
| DRONE EQUIPMENT | 2022-08-22 | $6,136 | $3,191 | 200DB | 5.0000 | $1,178 | $1,178 |
| DRONE EQUIPMENT | 2023-07-13 | $5,168 | $1,034 | 200DB | 5.0000 | $1,653 | $1,653 |
| DRONE EQUIPMENT | 2024-02-07 | $31,993 | 200DB | 5.0000 | $21,755 | $21,755 | |
| DRONE EQUIPMENT | 2024-08-22 | $2,047 | 200DB | 5.0000 | $1,392 | $1,392 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB ACCOUNT | ||
| ROCKEFELLER CAPITAL INVESTMENT | $454,737 | $592,417 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN ART | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $25,335 | BookValueAmt |
| EOYFMV | $25,335 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $205,506 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $174,516 | AccumulatedDepreciationAmt |
| Book Value | $30,990 | BookValueAmt |
| EOYFMV | $30,990 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTERED AGENT FEES | CategoryTxt |
| Legal Fees | $3,433 | LegalFeesAmt |
| Net Investment Income | $3,433 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADJUSTMENT | Desc |
| Amt | $8,108 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK FEES | $159 | $159 | ||
| DE MINIMIS EQUIPMENT | $2,972 | $2,972 | ||
| DRONE ACCESSORIES & SUPPLIES | $6,885 | $6,885 | ||
| EDUCATION | $2,473 | $2,473 | ||
| INVESTMENT FEES | $5,570 | $5,570 | ||
| OFFICE EXPENSE | $2,919 | $1,459 | $1,460 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING EXPENSES | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $16,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,000 | Amt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Comments