ISLAND FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ISLAND FOUNDATION (EIN 84-0715001)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-14
- IRS object ID
- 201911659349100011
- 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 Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-14T10:44:46-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chadwick Steinkirchner Davis & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2499 Highway 6 and 50 | AddressLine1Txt |
| City | Grand Junction | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81505 | 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 | 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 | 3346 SOUTH XANTHIA CT | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER SEDGWICK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6508513009 | PhoneNum |
| Signature | 2019-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wayne A Keeler CPA | PreparerPersonNm |
| PTIN | P01262607 | PTIN |
| Phone | 9702453000 | PhoneNum |
| Preparation | 2019-06-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.82.110.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-14 | IPDt |
| IP Tm | 10:44:09 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 27D265AB0CE57D7ED8922AD6E6192C2AFC9D4B3F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 27D265AB0CE57D7ED8922AD6E6192C2AFC9D4B3F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $866,062 | 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 | $575,756 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,783 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,783 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $10,079 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $586,539 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,862 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,783 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,768 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $508 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,768 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,260 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,750 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $2 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $824 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $824 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $959 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $959 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $18,621 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $18,621 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,621 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,836 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $18,432 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,596 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $41,532 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,477 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,787 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,787 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $41,532 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,264 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $423,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,942 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,431 | CashBOYAmt |
| Cash EOY | $441,197 | CashEOYAmt |
| Cash EOYFMV | $441,197 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $227,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $218,186 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $423,001 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $25,909 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,045 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,823 | LandBOYAmt |
| Land EOY | $1,864 | LandEOYAmt |
| Land EOYFMV | $1,864 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $233,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $661,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $866,062 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,926 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,856 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,926 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,856 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $221,917 | CapitalStockBOYAmt |
| Capital Stock EOY | $655,391 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $221,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $655,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $233,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $661,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $221,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $423,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,078 | OtherIncreasesAmt |
| Subtotal | $655,391 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $655,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 100 SHS ISHARES RUSSELL 2000 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-03-01 | AcquiredDt |
| Sold | 2018-01-18 | SoldDt |
| Gross Sales Price | $19,482 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $9,403 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,079 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $10,079 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,079 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,853 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $476,597 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.322816 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,778 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $511,905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028869 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $562,171 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,793 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $586,747 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062707 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,494 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $535,869 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122220 | DistributionYr5Rt |
| Total Distribution | 0.601895 | TotalDistributionRt |
| Average Distribution | 0.120379 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $647,452 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $77,940 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $159 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $78,099 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $157,264 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $159 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $159 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$600 | OriginalReturnOverpaymentAmt |
| Overpayment | $441 | OverpaymentAmt |
| Applied To ES Tax | $441 | AppliedToESTaxAmt |
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 | 20 OLD LA HONDA RD | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER SEDGWICK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 OLD LA HONDA RD | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/TREAS/DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT THE SERVICE OF FOUNDATION STAFF ON 3 BOARDS THE WILDLIFE CONSERVATION SOCIETY,TURTLE SURVIVAL ALLIANCE, AND BAT CONSERVATION INTERNATIONAL. | Description1Txt |
| Expenses1 | $126,472 | Expenses1Amt |
| Description2 | ENCOURAGE, ENABLE AND CATALYZE EDUCATION, INCLUDING RESEARCH, SCHOLARSHIP AND PUBLICATION OF HARVARD ART MUSEUM ASIAN ART. | Description2Txt |
| Expenses2 | $30,792 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $434,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $657,312 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $657,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $647,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,264 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $157,264 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $159 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $157,105 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $66,461 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,793 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,700 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,778 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $154,758 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $309,490 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,264 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $157,264 | RemainingDistriFromCorpusAmt |
| Total Corpus | $466,754 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,461 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $400,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,793 | ExcessFromYear4Amt |
| Excess From Year3 | $36,700 | ExcessFromYear3Amt |
| Excess From Year2 | $14,778 | ExcessFromYear2Amt |
| Excess From Year1 | $154,758 | ExcessFromYear1Amt |
| Excess From Current Year | $157,264 | ExcessFromCurrentYearAmt |
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 |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $157,264 | CurrentYearAmt |
| Year1 | $154,758 | Year1Amt |
| Year2 | $14,778 | Year2Amt |
| Year3 | $36,700 | Year3Amt |
| Total | $363,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $157,264 | CurrentYearAmt |
| Year1 | $154,758 | Year1Amt |
| Year2 | $14,778 | Year2Amt |
| Year3 | $36,700 | Year3Amt |
| Total | $363,500 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,582 | CurrentYearAmt |
| Year1 | $15,887 | Year1Amt |
| Year2 | $17,063 | Year2Amt |
| Year3 | $18,739 | Year3Amt |
| Total | $73,271 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTER SEDGWICK | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| 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 | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD | ||||||
| 133 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | EXEMPT | GENERAL FUND | $500 |
| TURTLE SURVIVAL ALLIANCE | ||||||
| 1989 COLONIAL PKWY | FORT WORTH | TX | 76110 | EXEMPT | GENERAL FUND | $1,000 |
| ISLAND CONSERVATION | ||||||
| 2100 DELAWARE AVENUE | SANTA CRUZ | CA | 95060 | EXEMPT | GENERAL FUND | $3,500 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||
| 3470 WILSHIRE BLVD SUITE 980 | LOS ANGELES | CA | 90010 | EXEMPT | GENERAL FUND | $1,000 |
| ONE MONTANA | ||||||
| 280 W KAGY BLVD SUITE D233 | BOZEMAN | MT | 59715 | EXEMPT | GENERAL FUND | $1,000 |
| HAWKEN SCHOOL | ||||||
| 12465 COUNTY LINE RD | GATES MILLS | OH | 44040 | EXEMPT | GENERAL FUND | $1,000 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | EXEMPT | GENERAL FUND | $65,000 |
| HARVARD UNIVERSITY | ||||||
| 30 DUNSTER STREET | CAMBRIDGE | MA | 02138 | EXEMPT | GENERAL FUND | $150 |
| PACIFIC FOREST TRUST | ||||||
| 1001 OREILLY AVENUE | SAN FRANCISCO | CA | 94129 | EXEMPT | GENERAL FUND | $6,637 |
| DUKE DRONE AND REMOTE SENSING LAB | ||||||
| 3609 NC 24 | NEWPORT | NC | 28570 | EXEMPT | GENERAL FUND | $21,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| UNIVERSTIY PARK CAMPUS | LOS ANGELES | CA | 90089 | EXEMPT | GENERAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,787 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,783 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,079 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,862 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WALTER C SEDGWICK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 620068 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $575,756 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS WORKS OF ART | NoncashPropertyDesc |
| Fair Market Value | $575,756 | FairMarketValueAmt |
| Received | 2018-03-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CSD & CO PREPARATION OF TAX RETURNS | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,750 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCOUNT | StockNm |
| EOY Book Value | $218,186 | EOYBookValueAmt |
| EOYFMV | $423,001 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $25,909 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $24,045 | AccumulatedDepreciationAmt |
| Book Value | $1,864 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JOHN J. OCONNOR JR PC LEGAL | CategoryTxt |
| Legal Fees | $1,768 | LegalFeesAmt |
| Net Investment Income | $508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,768 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,260 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELECOMMUNICATIONS | $1,597 | $799 | $1,597 | $798 |
| OFFICE EXPENSES | $1,996 | $998 | $1,996 | $998 |
| BANK FEES | $39 | $39 | $39 | |
| DE MINIMIS EQUIPMENT | $14,800 | $14,800 | $14,800 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS FROM SALE OF STOCKS | Desc |
| Amt | $10,078 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID | CategoryTxt |
| Amt | $824 | Amt |
| Net Investment Income | $824 | NetInvestmentIncomeAmt |
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