SPOFFORD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SPOFFORD FOUNDATION (EIN 47-2593771)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-07
- IRS object ID
- 201941279349101624
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-07T13:56:16-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 472593771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Spofford Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SPOF | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES SPOFFORD | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191275000092 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | 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 | $1,885,442 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $286 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $286 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,663 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,674 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $19,654 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,654 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,200 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,861 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $14,861 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,131 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,130 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,130 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,058,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,033,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,844,312 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,102,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,074,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,885,442 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,102,642 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,074,801 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,102,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,074,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,102,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,074,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,102,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,841 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,074,801 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,074,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $171,786 | GrossSalesPriceAmt |
| Cost Or Other Basis | $141,123 | CostOrOtherBasisAmt |
| Gain Or Loss | $30,663 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,663 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,663 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,994 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,876,585 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026108 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $126,188 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,725,972 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073111 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,708,632 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.001053 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.100272 | TotalDistributionRt |
| Average Distribution | 0.033424 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,952,292 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,253 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $720 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,661 | 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 | $720 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $720 | SubtotalAmt |
| Tax Based On Investment Income | $720 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,659 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,659 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $939 | OverpaymentAmt |
| Applied To ES Tax | $939 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Holly Bell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Alexandra Johnston | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jennifer Sanger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Charles Spofford | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Nick Spofford | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,947,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,982,022 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,982,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,952,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $720 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $720 | TotalTaxAmt |
| Distributable Before Adj | $96,895 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $96,895 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $96,895 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,661 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $98,661 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $720 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,941 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,151 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $98,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,151 | AppliedToYear1Amt |
| Applied To Current Year | $15,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $81,385 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Nick Spofford | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH | |||||||
| 34 WASHINGTON ST STE 310 | WELLESLEY HILLS | MA | 02481 | N/A | PC | General & Unrestricted | $10,000 |
| ASSEMBLY HOUSE 150 INC | |||||||
| 150 EDWARD ST | BUFFALO | NY | 14201 | N/A | PC | General & Unrestricted | $20,000 |
| CONCORD CARLISLE HIGH SCHOOL PARENTS ASSOC INC | |||||||
| 500 WALDEN ST | CONCORD | MA | 01742 | N/A | PC | Q5 Program | $2,500 |
| CONCORD-CARLISLE COMMUNITY CHEST INC | |||||||
| 19 MAIN ST STE 2 | CONCORD | MA | 01742 | N/A | PC | General & Unrestricted | $2,500 |
| EPISCOPAL DAY SCHOOL INC | |||||||
| 340 E MASSACHUSETTS AVE | SOUTHERN PNES | NC | 28387 | N/A | PC | General & Unrestricted | $10,000 |
| FISHERS ISLAND COMMUNITY CENTER INC | |||||||
| PO BOX 742 | FISHER ISLAND | NY | 06390 | N/A | PC | General & Unrestricted | $7,000 |
| ICE HOCKEY IN HARLEM INC | |||||||
| P S 101 141 E 111TH ST 420 | NEW YORK | NY | 10029 | N/A | PC | Charitable Event | $5,000 |
| ISLAND HEALTH PROJECT INC | |||||||
| PO BOX 344 | FISHERS ISLE | NY | 06390 | N/A | PC | General & Unrestricted | $10,800 |
| MOORE MONTESSORI COMMUNITY SCHOOL | |||||||
| 387 W PENNSYLVANIA AVE | SOUTHERN PNES | NC | 28387 | N/A | PC | General & Unrestricted | $4,500 |
| RIDGEFIELD LIBRARY ASSOCIATION INC | |||||||
| 472 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $1,000 |
| ST JOHNS CHURCH | |||||||
| PO BOX 505 | FISHERS ISLE | NY | 06390 | N/A | PC | General & Unrestricted | $1,000 |
| ST MARYS CENTER FOR WOMEN AND CHILDREN | |||||||
| 90 CUSHING AVE | DORCHESTER | MA | 02125 | N/A | PC | General & Unrestricted | $2,500 |
| ST MATTHEW'S CHURCH | |||||||
| PO BOX 293 | BEDFORD | NY | 10506 | N/A | PC | General & Unrestricted | $2,000 |
| UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLE | |||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | N/A | GOV | STEM Complex Fund | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $91,674 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,674 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERRY PLASTICS GROUP INC | $23,908 | $23,765 |
| BRISTOL-MYERS SQUIBB CO | $37,433 | $51,980 |
| BROWN FORMAN CORP CL B | $18,758 | $89,213 |
| CHEVRON CORP | $1,369 | $67,994 |
| CISCO SYSTEMS INC | $66,428 | $86,660 |
| CORCEPT THERAPEUTICS INC | $32,435 | $26,720 |
| DOWDUPONT INC | $54,877 | $80,220 |
| ELI LILLY & CO | $31,160 | $86,790 |
| GENERAL MILLS INC | $18,640 | $19,470 |
| GETTY RLTY HLDG CO | $49,997 | $73,525 |
| GLAXOSMITHKLINE PLC | $63,432 | $57,315 |
| HALOZYME THERAPEUTICS, INC | $18,178 | $14,630 |
| HEXCEL CP DELAWARE | $4,817 | $28,670 |
| INTEL CORP | $72,918 | $93,860 |
| MERCK & CO INC | $50,648 | $95,513 |
| MICROSOFT CORP | $42,915 | $152,354 |
| OGE ENERGY CORP | $27,645 | $78,380 |
| OMEROS CORP | $23,155 | $22,280 |
| ONEOK INC | $40,773 | $80,925 |
| ORACLE CORP | $73,414 | $67,725 |
| PEPSICO INC | $32,822 | $55,240 |
| PFIZER INC | $39,169 | $98,212 |
| PHILLIPS 66 | $63,445 | $68,920 |
| PIONEER NAT RES CO | $8,528 | $32,880 |
| REPUBLIC SVCS INC | $13,995 | $36,045 |
| UNILEVER PLC AMER | $19,189 | $39,188 |
| USD CYRUSONE INC | $25,687 | $26,440 |
| WASTE MANAGEMENT INC | $12,379 | $33,371 |
| WELLTOWER INC. | $65,557 | $69,410 |
| XCEL ENERGY INC | $86,617 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $14,861 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $14,861 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $19,654 | Amt |
| Net Investment Income | $19,654 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2018 | CategoryTxt |
| Amt | $1,200 | Amt |
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