HATHAWAY FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HATHAWAY FAMILY FOUNDATION (EIN 22-3696161)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-30
IRS object ID
201912739349100306
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

FieldValueIRS element (for citing)
Return2019-09-30T11:33:50-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221624206PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALESARDI QUACKENBUSH SWIFT & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH DEAN STREET - SUITE 5AddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223696161EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HATHAWAY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHATHBusinessNameControlTxt
Phone8456779229PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1889 TOWER HILL ROADAddressLine1Txt
CityMILLBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12545ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID HATHAWAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8456779229PhoneNum
Signature2019-09-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID O'BRIENPreparerPersonNm
PTINP00430397PTIN
Phone2015674100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.193.195.102IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-26IPDt
IP Tm11:15:31IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id989A4727060FFF501F020AB70FF1F79BF68B5E4BAtSubmissionCreationDeviceId
At Submission Filing Device Id989A4727060FFF501F020AB70FF1F79BF68B5E4BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,139,950FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$216,002DividendsRevAndExpnssAmt
Dividends Net Invst Incm$216,002DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$208,227NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,185,932GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$208,227CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$28,475OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$28,475OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$452,704TotalRevAndExpnssAmt
Total Net Invst Incm$452,704TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$805TaxesRevAndExpnssAmt
Taxes Net Invst Incm$805TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,137OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,137OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,942TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,942TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$273,575ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$273,575ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$283,517TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,942TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$273,575TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$169,187ExcessRevenueOverExpensesAmt
Net Investment Income$442,762NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$162,286SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$265,063SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$265,063SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$6,986,216OtherInvestmentsBOYAmt
Other Investments EOY$6,807,177OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,874,887OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,148,502TotalAssetsBOYAmt
Total Assets EOY$7,072,240TotalAssetsEOYAmt
Total Assets EOYFMV$8,139,950TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,148,502RetainedEarningBOYAmt
Retained Earning EOY$7,072,240RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,148,502TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,072,240TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,148,502TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,072,240TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,148,502TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$169,187ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,317,689SubtotalAmt
Other Decreases$245,449OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,072,240TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN 4129P$30,441$30,667-$226-$226
GOLDMAN 4129P$773,053$729,479$43,574$43,574
GOLDMAN 4129P$15,373$13,500$1,873$1,873
GOLDMAN 4129P$324,331$204,059$120,272$120,272
CAPITAL GAINS DIVIDENDSP$42,734$42,734$42,734
FieldValueIRS element (for citing)
Capital Gain Net Income$208,227CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$271,380AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,012,344NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.033870DistributionYr1Rt
Adjusted Qlfy Distri Yr2$311,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,424,502NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041969DistributionYr2Rt
Adjusted Qlfy Distri Yr3$277,154AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,037,579NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039382DistributionYr3Rt
Adjusted Qlfy Distri Yr4$372,314AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,333,450NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058785DistributionYr4Rt
Adjusted Qlfy Distri Yr5$316,882AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,725,007NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055351DistributionYr5Rt
Total Distribution0.229357TotalDistributionRt
Average Distribution0.045871AverageDistributionRt
Net Vl Noncharitable Assets$8,544,951NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$391,965AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,428NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$396,393AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$273,575QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,855InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,855SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,855TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,500EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,500TotalPaymentsAndCreditsAmt
Es Penalty$22EsPenaltyAmt
Overpayment$1,623OverpaymentAmt
Applied To ES Tax$1,623AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone8456779229PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1889 TOWER HILL ROADAddressLine1Txt
CityMILLBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12545ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID HATHAWAYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1889 TOWER HILL ROADAddressLine1Txt
CityMILLBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12545ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,448,798AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$226,279AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,675,077TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,675,077AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$130,126CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,544,951NetVlNoncharitableAssetsAmt
Minimum Investment Return$427,248MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$427,248MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,855TaxBasedOnInvestmentIncomeAmt
Total Tax$8,855TotalTaxAmt
Distributable Before Adj$418,393DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$418,393DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$418,393DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$273,575ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$273,575QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$273,575AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$418,393DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$231,493ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$231,493TotalExcessDistributionCyovAmt
Qualifying Distributions$273,575QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$273,575AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$144,818ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$144,818ExcessDistributionCyovAppCYAmt
Total Corpus$86,675TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$86,675ExcessDistriCyovToNextYrAmt
Excess From Year3$86,675ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADIRONDACK COUNCIL
103 HAND AVENUEELIZABETHTOWNNY12932CHARITABLE$200
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17AIKENSC29802CHARITABLE$250
ALZHEIMER'S DISEASE RESEARCH
34 WASHINGTON STREETWELLESLEY HILLSMA02481CHARITABLE$1,500
AMERICAN HORSE TRIALS FOUNDATION
7913 COLONIAL LNCLINTONMD20735CHARITABLE$17,825
ASPCA
424 E 92ND STREETNEW YORKNY10128CHARITABLE$1,000
ASPEN COUNTRY DAY
85 COUNTRY DAY WAYASPENCO81611CHARITABLE$1,000
AUDOBON SHARON
325 CONRWALL BRIDGE ROADSHARONCT06069CHARITABLE$500
BERKSHIRE TACONIC COMMUNITY FOUNDATION
800 NORTH MAIN STREETSHEFFIELDMA01257CHARITABLE$2,500
BERKSHIRE TACONIC
800 NORTH MAIN STREET PO BOX 400SHEFFIELDMA01257CHARITABLE$25,000
CANINE COMPANIONS
286 MIDDLE ISLAND ROADMEDFORDNY11763CHARITABLE$500
CARY INSTITUTE
2801 SHARON TURNPIKEMILLBROOKNY12545CHARITABLE$12,750
CITY SQUASH
PO BOX 619 FORDHAM STATIONBRONXNY10458CHARITABLE$2,000
COLUMBIA GREENE HUMANE SOCIETY
111 HUMANE SOCIETY ROADHUDSONNY12534CHARITABLE$500
COMMUNITY FOUNDATION OF NY
80 WASHINGTON ST SUITE 201POUGHKEEPSIENY12601CHARITABLE$500
CORNELL UNIVERSITY
130 E SENECA ST SUITE 400ITHICANY14850CHARITABLE$1,000
DREAM CATCHER
5401 S HYDE PARK BLVD APT 302CHICAGOIL60615CHARITABLE$500
DUTCHESS COUNTY FIREMEN'S ASSOCIATION
392 CREEK ROADPOUGHKEEPSIENY12601CHARITABLE$250
DUTCHESS COUNTY SPCA
636 VIOLET AVENUEHYDE PARKNY12538CHARITABLE$1,000
DUTCHESS DAY SCHOOL
415 ROUTE 343MILLBROOKNY12545CHARITABLE$25,000
EQUINE ADVOCATES
PO BOX 354CHATHAMNY120370035CHARITABLECHARITABLECHARITABLE$250
EQUINE LAND CONSERVATION
4037 IRON WORKS PARKWAY SUITE 120LEXINGTONKY40511CHARITABLE$500
EQUINE RESCUE OF AIKEN
PO BOX 295WALDENNY12586CHARITABLE$500
FRIENDS OF THE ANIMAL SHELTER
THE DEBS CENTER 3 DAG HAMMARSKJOLDNEW YORKNY10017CHARITABLE$500PLAZA 8TH FLOOR
FRIENDS OF WETHERSFIELD LIBRARY
515 SILAS DEANE HIGHWAYWETHERSFIELDCT06109CHARITABLE$5,000
GENTLE GIANTS RESCUE
9 CANNONBALL ROADPOMPTON LAKESNJ07442CHARITABLE$250
GRACE SMITH HOUSE
1 BROOKSIDE AVENUEPOUGHKEEPSIENY12601CHARITABLE$500
GREAT OAK THERAPEUTIC RIDING CENTER
PO BOX 1288AIKENSC29802CHARITABLE$2,000
HARTLAND YOUTH SCHOLARS
133 ALLEN PLACEHARTFORDCT06106CHARITABLE$5,000
HAVE A HEART FOUNDATION
1385 BROADWAYNEW YORKNY10018CHARITABLE$500
HITCHCOCK WOODS FOUNDATION
PO BOX 1702AIKENSC29802CHARITABLE$25,000
HOOVED ANIMAL RESCUE
10804 MCCONNELL ROADWOODSTOCKIL60098CHARITABLE$1,000
HUDSON RIVER SLOOP CLEARWATER
724 WOLCOTT AVENUEBEACONNY12508CHARITABLE$500
HUDSONIA
PO BOX 5000ANNADALENY125045000CHARITABLE$1,000
INTREPID FALLEN HEROES FUND
ONE INTREPID SQUARENEW YORKNY10036CHARITABLE$1,000
JOYE IN AIKEN
PO BOX 5538AIKENSC29804CHARITABLE$2,500
KILDONAN SCHOOL
425 MORSE HILL ROADAMENIANY12501CHARITABLE$1,000
KIPP FOUNDATION
250 EAST 156TH STREETBRONXNY10451CHARITABLE$1,000
LABS 4 RESCUE
PO BOX 955KILLINGWORTHCT06419CHARITABLE$1,000
LAND TRUST ALLIANCE
1660 L ST NW SUITE 1100WASHINGTONDC20036CHARITABLE$500
LUCKY ORPHANS HORSE RESCUE
PO BOX 334DOVER PLAINSNY12522CHARITABLE$500
MAPLEBROOK SCHOOL
5142 ROUTE 22AMENIANY12501CHARITABLE$1,000
MECEC
30 MAPLE AVENUEMILLBROOKNY12545CHARITABLE$500
MEMORIAL SLOAN-KETTERING
1275 YORK AVENUENEW YORKNY10065CHARITABLE$6,000
MILLBROOK HORSE TRIALS
PO BOX 893MILLBROOKNY12545CHARITABLE$2,000
MILLBROOK LIBRARY
3 FRIENDLY LANEMILLBROOKNY12545CHARITABLE$1,000
MILLBROOK SCHOOL
131 MILLBROOK SCHOOL RDMILLBROOKNY12545CHARITABLE$5,000
NATIONAL PARK CONSERVATION ASSOCIATION
256 W 36TH STREETNEW YORKNY10018CHARITABLE$500
NATIONAL PARK FOUNDATION
1110 VERMONT AVE SUITE 200WASHINGTONDC20005CHARITABLE$500
NATIONAL TRUST FOR HISTORIC PRESERVATION
2600 VIRGINIA AVENUE NW SUITE 1000WASHINGTONDC20036CHARITABLE$500
NATIONAL WILDLIFE FEDERATION
PO BOX 1583MERRIFIELDVA22116CHARITABLE$1,300
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH STREETNEW YORKNY10011CHARITABLE$500
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203CHARITABLE$1,000
NORTH EAST COMMUNITY CENTER
11 N EAST STHOLYOKEMA01040CHARITABLE$500
OCEAN CONSERVANCY
1300 19TH STREETWASHINGTONDC20036CHARITABLE$1,000
OLC
57 CENTER AVENUENORTH TONAWANDANY14120CHARITABLE$25,000
PANTHERA
8 WEST 40TH STREET 18TH FLOORNEW YORKNY10018CHARITABLE$5,000
PLANNED PARENTHOOD MID HUDSON
178 CHURCH STREETPOUGHKEEPSIENY12601CHARITABLE$5,000
PLANNED PARENTHOOD
434 WEST 33RD STREETNEW YORKNY10001CHARITABLE$4,500
PLAY FOR PINK
28 WEST 44TH STREETNEW YORKNY10036CHARITABLE$1,000
PRESERVATION LEAGUE OF NEW YORK STATE
44 CENTRAL AVENUEALBANYNY122063002CHARITABLE$500
SHARON PLAYHOUSE
49 AMENIA ROADSHARONCT06069CHARITABLE$1,000
SIERRA CLUB ATLANTIC CHAPTER
744 BROADWAYALBANYNY12207CHARITABLE$500
SMITH COLLEGE
7 COLLEGE LANENORTHAMPTONMA01063CHARITABLE$25,000
SPCA ALBRECHT CENTER
199 WILLOW RUN ROADAIKENSC29801CHARITABLE$500
SURFRIDER FOUNDATION
942 CALLE NEGOCIO SUITE 350SAN CLEMENTECA92673CHARITABLE$1,000
THOROUGHBRED RETIREMENT FOUNDATION
PO BOX 834SARATOGA SPRINGSNY12866CHARITABLE$5,000
ULSTER SPCA
20 WIEDY ROADKINGSTONNY12401CHARITABLE$500
UNIVERSITY OF VERMONT
411 MAIN STREETBURLINGTONVT05401CHARITABLE$1,000
USEA
525 OLD WATERFORD RD NWLEESBURGVA20176CHARITABLE$1,000
USET FOUNDATION
1040 POTTERSVILLE ROADGLADSTONENJ07934CHARITABLE$10,000
WCSU
181 WHITE STREETDANBURYCT06810CHARITABLE$1,000
WORLD CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY10460CHARITABLE$10,000
WORLD WILDLIFE FUND
1250 24TH STREETWASHINGTONDC20090CHARITABLE$1,000
YALE ALUMNI FUND
157 CHURCH STREETNEW HAVENCT06510CHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$273,575TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$216,002RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,475RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$208,227RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$452,704RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$452,704TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME
7INVESTMENT INCOME
8INVESTMENT INCOME

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MARKETABLE SECURITIESAT COST$5,886,634$6,954,344
ALTERNATIVE INVESTMENTFMV$920,543$920,543

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT TO BASIS$223,850
MAGELLAN ADJUSTMENT$21,599

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$95$95$0
PASSTHROUGH DEDUCTIONS$9,042$9,042$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMAGELLAN MIDSTREAMDesc
Revenue And Expenses Per Books$28,475RevenueAndExpensesPerBooksAmt
Net Investment Income$28,475NetInvestmentIncomeAmt
Adjusted Net Income$28,475AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$805Amt
Net Investment Income$805NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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