BETA

THE LINDA AND HARVEY SALIGMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE LINDA AND HARVEY SALIGMAN CHARITABLE FOUNDATION (EIN 27-3169763)
Tax period
2018-05-01 to 2019-04-30
Filed
2019-08-29
IRS object ID
201942419349100014
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)
Return2019-08-29T15:29:17-05:00ReturnTs
Tax Period End2019-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN236410283PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ISDANER & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1THREE BALA PLAZA SUITE 501 WESTAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190043484ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273169763EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LINDA AND HARVEY SALIGMAN CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone3148635777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 CARONDELET PLAZA NO 2401AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA SALIGMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3147265888PhoneNum
Signature2019-08-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD W DORAN CPAPreparerPersonNm
PTINP00841330PTIN
Phone6106684200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address100.19.81.45IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-21IPDt
IP Tm09:32:24IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA1EEED2BDC3004D1D20280CFE5D36457830354CFAtSubmissionCreationDeviceId
At Submission Filing Device Id09B2FFBC20734A65577990FA5D9ADE1AB1B9A865AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,965,729FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,355InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,355InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,231DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,231DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$204,560NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,810,426GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$204,560CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$237,246TotalRevAndExpnssAmt
Total Net Invst Incm$237,146TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,285AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,642AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,643AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$37,053OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$37,053OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$36,193TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,531TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,695TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,643TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$275,214ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$275,214ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$351,745TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,695TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$276,857TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$114,499ExcessRevenueOverExpensesAmt
Net Investment Income$198,451NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21CashBOYAmt
Cash EOY$21CashEOYAmt
Cash EOYFMV$21CashEOYFMVAmt
Sav And Temp Cash Invst BOY$494,846SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$345,603SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$345,603SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,659,186OtherInvestmentsBOYAmt
Other Investments EOY$4,693,930OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,620,105OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,154,053TotalAssetsBOYAmt
Total Assets EOY$5,039,554TotalAssetsEOYAmt
Total Assets EOYFMV$6,965,729TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,154,053UnrestrictedBOYAmt
Unrestricted EOY$5,039,554UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,154,053TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,039,554TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,154,053TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,039,554TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,154,053TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$114,499ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,039,554SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,039,554TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$1,809,719$1,605,866$203,853$203,853
CAPITAL GAINS DIVIDENDSP$707$707$707
FieldValueIRS element (for citing)
Capital Gain Net Income$204,560CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$238,833AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,887,228NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040568DistributionYr1Rt
Adjusted Qlfy Distri Yr2$210,999AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,848,008NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043523DistributionYr2Rt
Adjusted Qlfy Distri Yr3$156,911AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,275,582NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036699DistributionYr3Rt
Adjusted Qlfy Distri Yr4$295,868AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,766,887NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062067DistributionYr4Rt
Adjusted Qlfy Distri Yr5$190,919AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,954,109NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038538DistributionYr5Rt
Total Distribution0.221395TotalDistributionRt
Average Distribution0.044279AverageDistributionRt
Net Vl Noncharitable Assets$6,449,912NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$285,596AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,985NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$287,581AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$276,857QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,969InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,969SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,969TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,360EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$14,391OverpaymentAmt
Applied To ES Tax$14,391AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
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 BooksST LOUIS TRUST COMPANYIndividualWithBooksNm
Phone3147274600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17701 FORSYTH BOULEVARD SUITE 1100AddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA SALIGMAN
150 CARONDELET PLAZA UNIT 2401ST LOUISMO63105TRUSTEE0.00$0$0$0
BRIAN SALIGMAN
150 CARONDELET PLAZA UNIT 2401ST LOUISMO63105TRUSTEE0.00$0$0$0
ADAM SALIGMAN
150 CARONDELET PLAZA UNIT 2401ST LOUISMO63105TRUSTEE0.00$0$0$0
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$5,947,319AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$600,815AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,548,134TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,548,134AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$98,222CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,449,912NetVlNoncharitableAssetsAmt
Minimum Investment Return$322,496MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$322,496MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,969TaxBasedOnInvestmentIncomeAmt
Total Tax$3,969TotalTaxAmt
Distributable Before Adj$318,527DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$318,527DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$318,527DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$276,857ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$276,857QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$276,857AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$318,527DistributableAsAdjustedAmt
Undistributed Income PY$274,136UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$276,857QualifyingDistributionsAmt
Applied To Year1$274,136AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,721AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$315,806UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S DISEASE RESEARCH CENTER
4488 FOREST PARK BLVDST LOUISMO63108NONEPCGENERAL FUND$1,000
AMERICAN SOCIETY OF INTERIOR DESIGN
1152 15TH ST NW SUITE 910WASHINGTONDC20005NONEPCGENERAL FUND$484
ARTISTS ASSOCIATION OF NANTUCKET
19 WASHINGTON STNANTUCKETMA02554NONEPCGENERAL FUND$750
BOYS AND GIRLS CLUB OF VENICE
2232 LINCOLN BLVDVENICECA90291NONEPCGENERAL FUND$5,000
DONALD DANFORTH PLANT SCIENCE CENTER
975 N WARSON RDST LOUISMO63132NONEPCINNOVATION FUND FOR PLANT SCIENCE RESEARCH$1,500
EGAN MARITIME INSTITUTE
5 BAYBERRY CTNANTUCKETMA02554NONEPCGENERAL FUND$500
JOHN BURROUGHS SCHOOL
755 S PRICE RDST LOUISMO63124NONEPCGENERAL FUND$1,500
MEMORY CARE HOME SOLUTIONS
4389 W PINE BLVDST LOUISMO63108NONEPCSUPPORT OF FUNDRAISING EVENT$250
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEPCART MUSEUM SUPPORT$10,662
MISSOURI BOTANICAL GARDENS
PO BOX 299ST LOUISMO63166NONEPCBOTANICAL GARDEN SUPPORT$700
NANTUCKET ARTS COUNCIL
PO BOX 2178NANTUCKETMA02584NONEPCNAC SCHOLARSHIP FUND.$500
NANTUCKET COTTAGE HOSPITAL
57 S PROSPECT STREETNANTUCKETMA02554NONEPCSUPPORT FOR HOSPITAL FINDRAISING EVENT$80,650
NANTUCKET FILM FESTIVAL
228 PARK AVE S83799NEW YORKNY10003NONEPCFILM FESTIVAL SUPPORT$800
NANTUCKET HISTORICAL ASSN
PO BOX 1016NANTUCKETMA02554NONEPCCONTRIBUTION TO FRIENDS OF NHA MEMBERSHIP.$2,875
NANTUCKET HISTORICAL ASSN
PO BOX 1016NANTUCKETMA02554NONEPCGENERAL FUND$5,350
NANTUCKET LIGHTSHIP BASKET MUSEUM
PO BOX 2517NANTUCKETMA02584NONEPCMUSEUM SUPPORT$1,108
NANTUCKET PRESERVATION TRUST
55 MAIN STREETNANTUCKETMA02554NONEPCGENERAL FUND$400
OPERA THEATRE ST LOUIS
210 HAZEL AVEST LOUISMO63119NONEPCTHEATRE SEASON SUPPORT$1,000
SMALL FRIENDS ON NANTUCKET INC
PO BOX 2826NANTUCKETMA02584NONEPCANNUAL NANTUCKET FOLK ART & ARTISAN SHOW SPONSOR.$300
SMITHSONIAN ARCHIVES OF AMERICAN ART
PO BOX 418650BOSTONMA02241NONEPCMUSEUM SUPPORT$465
SOCIETY OF THE FOUR ARTS
2 FOUR ARTS PLAZAPALM BEACHFL33480NONEPCMUSEUM SUPPORT$1,000
ST LOUIS ART MUSEUM FOUNDATION
ONE FINE ARTS DRIVE FORREST PARKST LOUISMO63110NONEPCMUSEUM SUPPORT$1,335
ST LOUIS ZOO
GOVERNMENT DRIVEST LOUISMO63110NONEPCGENERAL FUND$185
SUSTAINABLE NANTUCKET
PO BOX 1244NANTUCKETMO02554NONEPCCOMMUNITY SUPPORT$1,300
UNITED WAY OF GREATER ST LOUIS
PO BOX 14507ST LOUISMO63178NONEPCSUPPORT OF LOCAL COMMUNITY AGENCIES & SERVICES$2,600
WASHINGTON UNIVERSITY
CAMPUS BOX 1192 ONE BROOKINGS DRIVEST LOUISMO63130NONEPCHARVEY & LINDA SALIGMAN MULTIPLE MYELOMA RESEARCH FUND.$128,000
WASHINGTON UNIVERSITY
CAMPUS BOX 1192 ONE BROOKINGS DRIVEST LOUISMO63130NONEPCSCHOOL OF DESIGN$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$275,214TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,355ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,231ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$204,560ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$237,146ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$237,146TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,285Amt
Net Investment Income$1,642NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,643DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
277 SHS. AMAZON COM INCAT COST$191,275$533,646
6,365 SHS. APPFOLIO INC.AT COST$83,431$618,105
1,205 SHS. BLUEBIRD CIO INC.AT COST$224,557$170,905
2,275 SHS. FACEBOOK INCAT COST$374,552$439,985
6,450 SHS. GO DADDY GROUP INCAT COST$399,708$525,675
3,577 SHS. HDFC BANK LIMITEDAT COST$248,980$410,103
4,789 SHS. HILTON WORLDWIDE HLDAT COST$324,805$416,595
5,600 SHS. LIVERAMP HLDGS INCAT COST$300,646$326,648
11,473 SHS. OPTIVA INC CANADAAT COST$455,542$280,285
3,750 SHS. SEATTLE GENETICS INCAT COST$200,287$254,175
26,055 SHS. SVMK INCAT COST$354,142$466,385
8,375 SHS. TENCENT HOLDINGS ORDFAT COST$348,218$414,245
1,423 SHS. TRANSDIGM GROUP INCAT COST$329,342$686,626
3,825 SHS. ULTRAGENYX PHARMAAT COST$250,050$252,450
2,705 SHS. VISA INCAT COST$224,105$444,783
27,680.076 SHS. DODGE & COX INCOME FUNDAT COST$384,290$379,494

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$37,053Amt
Net Investment Income$37,053NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$36,193Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.