THOMAS W SMITH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS W SMITH FOUNDATION (EIN 47-3862135)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-12-18
- IRS object ID
- 201813529349100701
- Schema version
- 2017v2.3
- Note
- A later return for the same period supersedes this one.
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-18T13:44:26-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113266576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRASSI & CO CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 488 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473862135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS W SMITH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 5613140800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 BUTTS ROAD NO 320 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5613140800 | PhoneNum |
| Signature | 2018-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY DATTOMA | PreparerPersonNm |
| PTIN | P00237982 | PTIN |
| Phone | 2126616166 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.193.146.197 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-17 | IPDt |
| IP Tm | 09:37:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Federal Original Submission Id | 1142232018310033ae97 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 76894BBD50F3E43A2C54514D0F7D199774C9E645 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,912,912 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 |
| Dividends Rev And Expnss | $121,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,050,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,272,971 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,598 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,598 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $206,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,411,676 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $305,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $225,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,946 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,784 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $88,435 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $846 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $169,473 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $130,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $593,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $355,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,388,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,388,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,981,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,743,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,775,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,389,176 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,505,787 | CashBOYAmt |
| Cash EOY | $4,690,433 | CashEOYAmt |
| Cash EOYFMV | $4,690,433 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $156,700 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $17,587,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,222,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,222,479 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $26,250,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,912,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,912,912 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,240,247 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,912,912 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,240,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,912,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,250,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,912,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,240,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,775,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,617,219 | OtherIncreasesAmt |
| Subtotal | $17,082,112 | SubtotalAmt |
| Other Decreases | $169,200 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,912,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 94868 SHS NUESTAR INC | D | 2010-05-28 | 2017-08-08 | $3,178,078 | $2,041,360 | $1,136,718 | $1,136,718 |
| 50000 SHS NUESTAR INC | D | 2009-05-05 | 2017-08-08 | $1,675,000 | $983,560 | $691,440 | $691,440 |
| 30000 SHS NUESTAR INC | D | 2009-04-13 | 2017-08-08 | $1,005,000 | $548,010 | $456,990 | $456,990 |
| 70000 SHS NUESTAR INC | D | 2009-04-09 | 2017-08-08 | $2,345,000 | $1,262,478 | $1,082,522 | $1,082,522 |
| 55132 SHS NUESTAR INC | D | 2009-03-19 | 2017-08-08 | $1,846,922 | $941,621 | $905,301 | $905,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,272,971 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,077,224 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,603,437 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.758535 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,354,436 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,501,489 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.100329 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,243,740 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,973,450 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.380063 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,966,692 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,016,824 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.135370 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,793,137 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,436,078 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.900104 | DistributionYr5Rt |
| Total Distribution | 5.274401 | TotalDistributionRt |
| Average Distribution | 1.054880 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,656,434 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,844,939 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $43,892 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,888,831 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,743,075 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87,784 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $87,784 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $87,784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $88,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $176,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $88,216 | OverpaymentAmt |
| Applied To ES Tax | $88,216 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS W SMITH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5613140804 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 BUTTS ROAD SUITE 320 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS W SMITH | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | PRESIDENT & CHAIRMAN | 15.00 | $0 | $0 | $0 |
| LORI SMITH CURLEY | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | TRUSTEE | 15.00 | $75,000 | $0 | $0 |
| DIANE G SMITH | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES PIERESON | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | TRUSTEE | 25.00 | $225,000 | $0 | $0 |
| VICTORIA MCKENZIE | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | TRUSTEE | 1.00 | $5,000 | $0 | $0 |
| THOMAS MCWILLIAMS | ||||||||
| 2200 BUTTS ROAD SUITE 320 | BOCA RATON | FL | 33431 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN MOORE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 BUTTS ROAD SUITE 320 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $105,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,897,858 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,088,369 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,986,227 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,986,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $329,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,656,434 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,082,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,082,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87,784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87,784 | TotalTaxAmt |
| Distributable Before Adj | $995,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $995,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $995,038 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,743,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,743,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,743,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $995,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,538,087 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,772,463 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,091,015 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,080,182 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,617,981 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,099,728 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,743,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $995,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,748,037 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,847,765 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,538,087 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,309,678 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,772,463 | ExcessFromYear4Amt |
| Excess From Year3 | $8,091,015 | ExcessFromYear3Amt |
| Excess From Year2 | $9,080,182 | ExcessFromYear2Amt |
| Excess From Year1 | $10,617,981 | ExcessFromYear1Amt |
| Excess From Current Year | $12,748,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS W SMITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL ADAMS INSTITUTE | ||||||||
| 14 ARROW ST SUITE G10 | CAMBRIDGE | MA | 02138 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| ACADEMY ON CAPITALISM & LTD GOV'T | ||||||||
| 528 E GREEN ST SUITE 202 | CHAMPAIGN | IL | 61820 | NONE | 501(C)3 PC | EDUCATION | $125,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 1150 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)3 PC | EDUCATION | $150,000 | |
| ALEXANDER HAMILTON INSTITUTE | ||||||||
| 21 WEST PARK ROW | CLINTON | NY | 13323 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | ||||||||
| 57 W 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | NONE | 501(C)3 PC | RESEARCH | $30,000 | |
| AMERICAN LEGISLATIVE EXCHANGE COUNCIL | ||||||||
| 2900 CRYSTAL DRIVE 6TH FLOOR | ARLINGTON | VA | 22202 | NONE | 501(C)3 PC | PUBLIC POLICY | $100,000 | |
| AMERICAN LEGISLATIVE EXCHANGE COUNCIL | ||||||||
| 2900 CRYSTAL DRIVE 6TH FLOOR | ARLINGTON | VA | 22202 | NONE | 501(C)3 PC | PUBLIC POLICY | $100,000 | |
| AMERICAN TRANSPARENCY | ||||||||
| 200 S FRONTAGE RD STE 304 | BURR RIDGE | IL | 60527 | NONE | 501(C)3 PC | EDUCATION | $250,000 | |
| AMERICAN TRANSPARENCY | ||||||||
| 200 S FRONTAGE RD STE 304 | BURR RIDGE | IL | 60527 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| AMERICAN TRANSPARENCY | ||||||||
| 200 S FRONTAGE RD STE 304 | BURR RIDGE | IL | 60527 | NONE | 501(C)3 PC | EDUCATION | $150,000 | |
| AMERICAN TRANSPARENCY | ||||||||
| 200 S FRONTAGE RD STE 304 | BURR RIDGE | IL | 60527 | NONE | 501(C)3 PC | EDUCATION | $200,000 | |
| AMERICAN WATCHDOGS INC | ||||||||
| 7060 IL HIGHWAY 1 | PARIS | IL | 61944 | NONE | 501(C)3 PC | PUBLIC POLICY | $120,000 | |
| ATLAS NETWORK | ||||||||
| 1201 L STREET NW 2ND FLOOR | WASHINGTON | DC | 20005 | NONE | 501(C)3 PC | ECONOMIC RESEARCH | $50,000 | |
| BALLET SUN VALLEY | ||||||||
| PO BOX 555 | SUN VALLEY | ID | 83353 | NONE | 501(C)3 PC | EDUCATION | $20,000 | |
| BETA THETA PI FOUNDATION | ||||||||
| 5134 BONHAM ROAD | OXFORD | OH | 45056 | NONE | 501(C)3 PC | EDUCATION | $1,000 | |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | 501(C)3 PC | EDUCATION | $92,000 | |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | ||||||||
| 800 NORTHPOINT PARKWAY STE 204 | WEST PALM BEACH | FL | 33407 | NONE | 501(C)3 PC | EDUCATION | $1,000 | |
| BROWN UNIVERSITY | ||||||||
| 164 ANGELL STREET | PROVIDENCE | RI | 02912 | NONE | 501(C)3 PC | EDUCATION | $200,000 | |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | ||||||||
| PO BOX 97 | PLYMOUTH | VT | 05056 | NONE | 501(C)3 PC | HISTORICAL PRESERVATION | $120,000 | |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | ||||||||
| PO BOX 97 | PLYMOUTH | VT | 05056 | NONE | 501(C)3 PC | HISTORICAL PRESERVATION | $150,000 | |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | ||||||||
| PO BOX 97 | PLYMOUTH | VT | 05056 | NONE | 501(C)3 PC | HISTORICAL PRESERVATION | $25,000 | |
| CARINGBRIDGE | ||||||||
| 2750 BLUE WATER ROAD STE 275 | EAGAN | MN | 55121 | NONE | 501(C)3 PC | HEALTH | $250 | |
| CARNEGIE HALL SOCIETY | ||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)3 PC | ARTS | $25,000 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | NONE | 501(C)3 PC | PUBLIC POLICY | $20,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)3 PC | COMMUNITY | $1,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | 501(C)3 PC | EDUCATION | $75,000 | |
| CHORUS OF WESTERLY-SUMMER POPS | ||||||||
| 119 HIGH STREET | WESTERLY | RI | 02891 | NONE | 501(C)3 PC | ARTS | $250 | |
| CHRISTOPHER NEWPORT UNIVERSITY | ||||||||
| 1 UNIVERSITY PLACE | NEWPORT NEWS | VA | 23606 | NONE | 501(C)3 PC | EDUCATION | $125,000 | |
| CITIZENS AGAINST GOVT WASTE | ||||||||
| 1301 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | NONE | 501(C)3 PC | PUBLIC POLICY | $1,000 | 1075 |
| CITIZENS FOR SELF-GOVERNANCE | ||||||||
| 5850 SAN FELIPE STE 575A | HOUSTON | TX | 77057 | NONE | 501(C)3 PC | PUBLIC POLICY | $100,000 | |
| CITY COLLEGE 21ST CENTURY FOUNDATION | ||||||||
| 160 CONVENT AVENUE WINGATE HALL RM | NEW YORK | NY | 10031 | NONE | 501(C)3 PC | EDUCATION | $20,000 | 112 |
| CLASSROOM INC | ||||||||
| 245 FIFTH AVENUE 20TH FL | NEW YORK | NY | 10016 | NONE | 501(C)3 PC | EDUCATION | $10,000 | |
| CLEMSON UNIVERSITY | ||||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | NONE | 501(C)3 PC | EDUCATION | $235,000 | |
| CLEMSON UNIVERSITY | ||||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | NONE | 501(C)3 PC | EDUCATION | $51,250 | |
| CO2 COALITION | ||||||||
| 115 EAST 86TH STREET 92 | NEW YORK | NY | 10028 | NONE | 501(C)3 PC | ECOLOGY | $75,000 | |
| COMMENTARY INC | ||||||||
| 561 7TH AVE FL 16 | NEW YORK | NY | 10018 | NONE | 501(C)3 PC | PUBLIC POLICY | $25,000 | |
| COPENHAGEN CONSENSUS CENTER USA INC | ||||||||
| 1215 MAIN ST PMB SE132 | TEWKSBURY | MA | 01876 | NONE | 501(C)3 PC | HEALTH | $50,000 | |
| DARTMOUTH COLLEGE | ||||||||
| 6016 MCNUTT HALL | HANOVER | NH | 03755 | NONE | 501(C)3 PC | EDUCATION | $125,000 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| 14148 MAGNOLIA BLVD | SHERMAN OAKS | CA | 91423 | NONE | 501(C)3 PC | EDUCATION | $15,000 | |
| DONORSTRUST | ||||||||
| 1800 DIAGONAL ROAD | ALEXANDRIA | VA | 22314 | NONE | 501(C)3 PC | PUBLIC POLICY | $100,000 | |
| ENCOUNTER BOOKS | ||||||||
| 900 BROADWAY SUITE 601 | NEW YORK | NY | 10003 | NONE | 501(C)3 PC | PUBLIC POLICY | $150,000 | |
| ENVIRONMENTAL RESOURCE CENTER | ||||||||
| PO BOX 819 | KETCHUM | ID | 83340 | NONE | 501(C)3 PC | COMMUNITY | $1,000 | |
| FDTN FOR INDIVIDUAL RIGHTS IN EDUCATION | ||||||||
| 510 WALNUT STREET STE 1250 | PHILADELPHIA | PA | 19106 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| FOUNDATION FOR CONSTITUTIONAL GOVERNMENT | ||||||||
| 350 WEST 42ND STREET SUITE 37C | NEW YORK | NY | 10036 | NONE | 501(C)3 PC | PUBLIC POLICY | $200,000 | |
| FOUNDATION TO RESTORE ACCOUNTABILITY | ||||||||
| P O BOX 52351 | TULSA | OK | 74152 | NONE | 501(C)3 PC | PUBLIC POLICY | $200,000 | |
| FREE TO CHOOSE NETWORK | ||||||||
| 2002 FILMORE AVE | ERIE | PA | 16506 | NONE | 501(C)3 PC | EDUCATION | $15,000 | |
| FREEDOMWORKS FOUNDATION | ||||||||
| 111 K ST NE STE 600 | WASHINGTON | DC | 20002 | NONE | 501(C)3 PC | PUBLIC POLICY | $100,000 | |
| FRIENDS OF ICSEP | ||||||||
| 17461 DERIAN AVE STE 114 | IRVINE | CA | 92614 | NONE | 501(C)3 PC | COMMUNITY | $20,000 | |
| FURMAN UNIVERSITY | ||||||||
| 3300 POINSETT HIGHWAY | GREENSVILLE | SC | 29613 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| GEORGE MASON UNIVERSITY FDTN | ||||||||
| 3301 NOTH FAIRFAX DRIVE | ARLINGTON | VA | 22201 | NONE | 501(C)3 PC | EDUCATION | $150,000 | |
| GEORGE MASON UNIVERSITY FDTN | ||||||||
| 3301 NOTH FAIRFAX DRIVE | ARLINGTON | VA | 22201 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| GEORGETOWN UNIVERSITY LAW CENTER | ||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | 501(C)3 PC | EDUCATION | $117,000 | |
| GEORGETOWN UNIVERSITY LAW CENTER | ||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | 501(C)3 PC | EDUCATION | $20,000 | |
| GILDER LEHRMAN INSTITUTE | ||||||||
| 49 W 45TH ST FL 2 | NEW YORK | NY | 10036 | NONE | 501(C)3 PC | EDUCATION | $5,000 | |
| GOVERNMENT ACCOUNTABILITY INSTITUTE | ||||||||
| 500 E CORONADA ROAD | PHOENIX | AZ | 85004 | NONE | 501(C)3 PC | PUBLIC POLICY | $150,000 | |
| GRADUATE SCHOOL FOUNDATION-CUNY | ||||||||
| 365 FIFTH AVENUE ROOM 6412 | NEW YORK | NY | 10016 | NONE | 501(C)3 PC | EDUCATION | $250,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501(C)3 PC | HEALTH | $10,000 | |
| INDEPENDENT WOMEN'S FORUM | ||||||||
| 1875 I STREET NW S-500 | WASHINGTON | DC | 20006 | NONE | 501(C)3 PC | ECONOMIC RESEARCH | $25,000 | |
| INSTITUTE FOR HUMANE STUDIES | ||||||||
| 3434 WASHINGSTON BLVD MS 1C5 | ARLINGTON | VA | 22201 | NONE | 501(C)3 PC | EDUCATION | $175,000 | |
| INSTITUTE FOR HUMANE STUDIES | ||||||||
| 3434 WASHINGSTON BLVD MS 1C5 | ARLINGTON | VA | 22201 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 BORTH GLEBE ROAD 990 | ARLINGTON | VA | 22203 | NONE | 501(C)3 PC | PUBLIC POLICY | $250,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE | ||||||||
| 3901 CENTERVILLE RD | WILMINGON | DE | 19807 | NONE | 501(C)3 PC | EDUCATION | $150,000 | |
| JACK MILLER CENTER | ||||||||
| 111 PRESIDENTIAL BLVD STE 146 | BALA CYWNYD | PA | 19004 | NONE | 501(C)3 PC | EDUCATION | $75,000 | |
| JACK MILLER CENTER | ||||||||
| 111 PRESIDENTIAL BLVD STE 146 | BALA CYWNYD | PA | 19004 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| JEWISH REVIEW OF BOOKS | ||||||||
| 165 EAST 56TH STREET FL 4 | NEW YORK | NY | 10022 | NONE | 501(C)3 PC | EDUCATION | $2,000 | |
| JIMMY LEE SCHOLARSHIP FUND | ||||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | NONE | 501(C)3 PC | EDUCATION | $5,000 | |
| JOHN LOCKE FOUNDATION | ||||||||
| 200 WEST MORGAN STREET STE 200 | RALEIGH | NC | 27601 | NONE | 501(C)3 PC | EDUCATION | $34,500 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD STREET SW STE 800 | WASHINGTON | DC | 20024 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| JUVENILE DIABETES FOUNDATION | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)3 PC | HEALTH | $1,000 | |
| KENYON COLLEGE | ||||||||
| 101 SCOTT LANE | GAMBIER | OH | 43022 | NONE | 501(C)3 PC | EDUCATION | $240,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)3 PC | ARTS | $5,520 | |
| LYNNE COHEN FOUNDATION | ||||||||
| 1112 MONTANA AVE STE 861 | SANTA MONICA | CA | 90403 | NONE | 501(C)3 PC | PUBLIC POLICY | $5,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)3 PC | EDUCATION | $300,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)3 PC | EDUCATION | $75,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)3 PC | EDUCATION | $200,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)3 PC | EDUCATION | $175,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)3 PC | EDUCATION | $93,671 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | 501(C)3 PC | EDUCATION | $25,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | 501(C)3 PC | EDUCATION | $25,000 | |
| MEDIA RESEARCH CENTER | ||||||||
| 1900 CAMPUS COMMONS DRIVE 6TH FLOOR | RESTON | VA | 20191 | NONE | 501(C)3 PC | MEDIA POLICY | $10,000 | |
| MIAMI CITY BALLET | ||||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | NONE | 501(C)3 PC | EDUCATION | $5,000 | |
| MIAMI UNIVERSITY | ||||||||
| 218 HARRISON HALL 349 E HIGH STREET | OXFORD | OH | 45056 | NONE | 501(C)3 PC | EDUCATION | $465,000 | |
| MIAMI UNIVERSITY ART MUSEUM | ||||||||
| 801 S PATTERSON AVE | OXFORD | OH | 45056 | NONE | 501(C)3 PC | ARTS | $275,000 | |
| MIAMI UNIVERSITY ART MUSEUM | ||||||||
| 801 S PATTERSON AVE | OXFORD | OH | 45056 | NONE | 501(C)3 PC | ARTS | $137,500 | |
| MIAMI UNIVERSITY ART MUSEUM | ||||||||
| 801 S PATTERSON AVE | OXFORD | OH | 45056 | NONE | 501(C)3 PC | ARTS | $137,500 | |
| MIAMI UNIVERSITY ART MUSEUM | ||||||||
| 801 S PATTERSON AVE | OXFORD | OH | 45056 | NONE | 501(C)3 PC | ARTS | $6,460 | |
| MIAMI UNIVERSITY FOUNDATION | ||||||||
| 725 EAST CHESTNUT STREET | OXFORD | OH | 45056 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)3 PC | ARTS | $1,287 | |
| NEW CIVIL LIBERTIES ALLIANCE | ||||||||
| 1225 19TH STREET NW STE 450 | WASHINGTON | DC | 20036 | NONE | 501(C)3 PC | PUBLIC POLICY | $333,333 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | 501(C)3 PC | ARTS | $11,300 | |
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)3 PC | ARTS | $14,054 | |
| NEW YORK UNIVERSITY | ||||||||
| 14A WASHINGTON MEWS | NEW YORK | NY | 10003 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 14A WASHINGTON MEWS | NEW YORK | NY | 10003 | NONE | 501(C)3 PC | EDUCATION | $103,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 14A WASHINGTON MEWS | NEW YORK | NY | 10003 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 14A WASHINGTON MEWS | NEW YORK | NY | 10003 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| NIAF | ||||||||
| 1860 19TH STEET NW | WASHINGTON | DC | 20009 | NONE | 501(C)3 PC | COMMUNITY | $25,000 | |
| NYU SCHOOL OF MEDICINE | ||||||||
| 530 FIRST AVENUE HCC SUITE 6D | NEW YORK | NY | 10016 | NONE | 501(C)3 PC | EDUCATION | $25,000 | |
| PACIFIC RESEARCH INSTITUTE | ||||||||
| 101 MONTGOMERY STREET SUITE 1300 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)3 PC | EDUCATION | $150,000 | |
| PALM BEACH CIVIC ASSOCIATION | ||||||||
| 139 N COUNTY ROAD STE 33 | PALM BEACH | FL | 33480 | NONE | 501(C)3 PC | PUBLIC POLICY | $250 | |
| PALM BEACH CIVIC ASSOCIATION | ||||||||
| 139 N COUNTY ROAD STE 33 | PALM BEACH | FL | 33480 | NONE | 501(C)3 PC | PUBLIC POLICY | $1,000 | |
| PATRICIA BLANCO ANIMAL FOUNDATION | ||||||||
| 1728 17TH WAY | WEST PALM BEACH | FL | 33407 | NONE | 501(C)3 PC | COMMUNITY | $250 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | NONE | 501(C)3 PC | HEALTH | $1,000 | |
| PEGGY ADAMS ANIMAL RESCUE LEAGUE | ||||||||
| 3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33049 | NONE | 501(C)3 PC | COMMUNITY | $500 | |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||
| 1585 MASSACHUSETS AVE | CAMBRIDGE | MA | 02138 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 1 NASSAU HALL | PINCETON | NJ | 08544 | NONE | 501(C)3 PC | EDUCATION | $160,000 | |
| PROPERTY & ENVIRONMENTAL RESEARCH CENTER | ||||||||
| 2048 ANALYSIS DRIVE SUITE A | BOZEMAN | MT | 59718 | NONE | 501(C)3 PC | ECOLOGY | $100,000 | |
| PURDUE UNIVERSITY | ||||||||
| ROOM 200 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | 501(C)3 PC | EDUCATION | $145,000 | |
| REAGAN FOUNDATION | ||||||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | NONE | 501(C)3 PC | HISTORICAL CONSERVATION | $300 | |
| REAL CLEAR FOUNDATION | ||||||||
| 1747 PENNSYLVANIA AVE NW STE 1000 | WASHINGTON | DC | 20006 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| RHODES COLLEGE | ||||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | 501(C)3 PC | EDUCATION | $75,000 | |
| SALT MARSH OPERA | ||||||||
| 65 CUTLER STREET | STONINGTON | CT | 06378 | NONE | 501(C)3 PC | ARTS | $500 | |
| SISTER SERVANTS OF THE ETERNAL WORLD | ||||||||
| 3721 BELMONT RD | BIRMINGHAM | AL | 35210 | NONE | 501(C)3 PC | COMMUNITY | $1,000 | |
| SOCRATES SCULPTURE PARK | ||||||||
| 32-01 VERNON BLVD | LONG ISLAND CITY | NY | 11106 | NONE | 501(C)3 PC | ARTS | $40,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)3 PC | HEALTH | $5,000 | |
| ST LUKE'S WOOD RIVER FDTN | ||||||||
| 100 HOSPITAL DR | KETCHUM | ID | 83340 | NONE | 501(C)3 PC | HEALTH | $5,000 | |
| STATE POLICY NETWORK | ||||||||
| 1655 N FORT MYER DRIVE SUITE 360 | ARLINGTON | VA | 22209 | NONE | 501(C)3 PC | PUBLIC POLICY | $100,000 | |
| STATE POLICY NETWORK | ||||||||
| 1655 N FORT MYER DRIVE SUITE 360 | ARLINGTON | VA | 22209 | NONE | 501(C)3 PC | PUBLIC POLICY | $268,600 | |
| STORM KING ART CENTER | ||||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | NONE | 501(C)3 PC | ARTS | $10,000 | |
| SUN VALLEY CENTER | ||||||||
| P O BOX 656 | SUN VALLEY | ID | 83353 | NONE | 501(C)3 PC | ARTS | $750 | |
| SUN VALLEY SUMMER SYMPHONY | ||||||||
| P O BOX 656 | SUN VALLEY | ID | 83353 | NONE | 501(C)3 PC | ARTS | $8,900 | |
| SUN VALLEY WRITERS CONFERENCE | ||||||||
| P O BOX 656 | SUN VALLEY | ID | 83353 | NONE | 501(C)3 PC | ARTS | $11,200 | |
| TEXAS TECH FOUNDATION | ||||||||
| BOX 41017 - MCCLELLAN HALL | LUBBOCK | TX | 79409 | NONE | 501(C)3 PC | PUBLIC POLICY | $25,000 | |
| THE ACADEMY ON CAPITALISM | ||||||||
| 528 E GREEN ST STE 202 | CHAMPAIGN | IL | 61820 | NONE | 501(C)3 PC | PUBLIC POLICY | $25,000 | |
| THE AMERICAN SPECTATOR FOUNDATION | ||||||||
| 122 SOUTH ROYAL STREET | ALEXANDRIA | VA | 22314 | NONE | 501(C)3 PC | PUBLIC POLICY | $55,000 | |
| THE BEACON CENTER OF TENNESSEE | ||||||||
| 201 4TH AVE N STE 1800 | NASHVILLE | TN | 37219 | NONE | 501(C)3 PC | PUBLIC POLICY | $25,000 | |
| THE EMILY CATHERINE FEDORKO FOUNDATION | ||||||||
| P O BOX 72 | COS COB | CT | 06807 | NONE | 501(C)3 PC | EDUCATION | $2,500 | |
| THE FEDERALIST SOCIETY | ||||||||
| 1776 I STREET NW STE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)3 PC | EDUCATION | $110,000 | |
| THE FEDERALIST SOCIETY | ||||||||
| 1776 I STREET NW STE 300 | WASHINGTON | DC | 20036 | NONE | 501(C)3 PC | EDUCATION | $80,000 | |
| THE FOUNDATION FOR CULTURAL REVIEW | ||||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | NONE | 501(C)3 PC | PUBLIC POLICY | $100,000 | |
| THE HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | 501(C)3 PC | EDUCATION | $150,000 | |
| THE JOHN ASHBROOK CENTER | ||||||||
| 401 COLLEGE AVE | ASHLAND | OH | 44805 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| THE KING'S COLLEGE | ||||||||
| 56 BROADWAY | NEW YORK | NY | 10004 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| THE MERCATUS CENTER | ||||||||
| 3351 N FAIRFAX DRIVE 4TH F | ARLINGTON | VA | 22201 | NONE | 501(C)3 PC | EDUCATION | $300,000 | |
| THE MERWIN CONSERVANCY | ||||||||
| PO BOX 809 | HAIKU | HI | 96708 | NONE | 501(C)3 PC | ARTS | $250 | |
| THE NEW CRITERION | ||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | NONE | 501(C)3 PC | PUBLIC POLICY | $25,000 | |
| THE RYAN CENTER | ||||||||
| 1 LINCOLN ALMOND PLZ | KINGSTON | RI | 02881 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| THE SOCIETY OF THE FOUR ARTS | ||||||||
| 2 FOUR ARTS PLZ | PLALM BEACH | FL | 33480 | NONE | 501(C)3 PC | ARTS | $15,000 | |
| THE WILLIAM F BUCKLEY JR PROGRAM | ||||||||
| 111 WHITNEY AVENUE | NEW HAVEN | CT | 06510 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| TOWN OF PALM BEACH UNITED WAY | ||||||||
| 44 COCOANUT ROW M201 | PALM BEACH | FL | 33480 | NONE | 501(C)3 PC | COMMUNITY | $1,000 | |
| TURNING POINT USA | ||||||||
| 217 1/2 ILLINOIS STREET | LEMONT | IL | 60439 | NONE | 501(C)3 PC | PUBLIC POLICY | $100,000 | |
| UCSF FOUNDATION | ||||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 94143 | NONE | 501(C)3 PC | EDUCATION | $10,000 | |
| UM FROST SCHOOL OF MUSIC | ||||||||
| 1314 MILLER RD | CORAL GABLES | FL | 33146 | NONE | 501(C)3 PC | EDUCATION | $5,000 | |
| UNITED WAY OF RIWESTERLY | ||||||||
| 50 VALLEY ST | PROVIDENCE | RI | 02909 | NONE | 501(C)3 PC | COMMUNITY | $1,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | NONE | 501(C)3 PC | EDUCATION | $225,000 | |
| UNIVERSITY OF CALIFORNIA LAW SCHOOL | ||||||||
| 1242 LAW BUILDING | LOS ANGELES | CA | 90095 | NONE | 501(C)3 PC | EDUCATION | $275,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 1126 EAST 59TH STREET | CHICAGO | IL | 60637 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| UNIVERSITY OF MONTANA | ||||||||
| 32 CAMPUS DRIVE | MISSOULA | MO | 59812 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 217 OSHAUGHNESSY HALL | NOTRE DAME | IN | 46656 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3101 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| UNIVERSITY OF RICHMOND | ||||||||
| 28 WESTHAMPTON WAY | UNIVERSITY OF RICHMOND | VA | 23173 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| UNIVERSITY OF TEXAS | ||||||||
| 110 INNER CAMPUS DR | AUSTIN | TX | 78712 | NONE | 501(C)3 PC | EDUCATION | $50,000 | |
| UNIVERSITY OF VIRGINIA COLLEGE FOUNDATION | ||||||||
| PO BOX 400801 | CHALOTESVILLE | VA | 22904 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| UTAH STATE UNIVERSITY | ||||||||
| 3500 OLD MAIN HALL | LOGAN | UT | 84322 | NONE | 501(C)3 PC | EDUCATION | $80,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST ROAD | WINTONSALEM | NC | 27106 | NONE | 501(C)3 PC | EDUCATION | $200,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST ROAD | WINTONSALEM | NC | 27106 | NONE | 501(C)3 PC | EDUCATION | $120,000 | |
| WATCH HILL CHAPEL SOCIETY | ||||||||
| 5 BLUFF AVE | WESTERLY | RI | 02891 | NONE | 501(C)3 PC | EDUCATION | $1,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | 501(C)3 PC | EDUCATION | $105,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION INC | ||||||||
| 1 WATERFRONT PL | MORGANTOWN | WV | 26501 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| WESTERLY HOSPITAL FOUNDATION | ||||||||
| 25 WELLS ST | WESTERLY | RI | 02891 | NONE | 501(C)3 PC | HEALTH | $5,000 | |
| WESTERLY LIBRARY & WILCOX PARK | ||||||||
| 44 BROAD ST | WESTERLY | RI | 02891 | NONE | 501(C)3 PC | EDUCATION | $200 | |
| WORLD CHILDHOOD FOUNDATION INC | ||||||||
| 183 MADISON AVE STE 715 | NEW YORK | NY | 10016 | NONE | 501(C)3 PC | COMMUNITY | $1,000 | |
| YALE UNIVERSITY | ||||||||
| 246 CHURCH STREET | NEW HAVEN | CT | 06520 | NONE | 501(C)3 PC | EDUCATION | $100,000 | |
| YANKEE INSTITUTE FOR PUBLIC POLICY | ||||||||
| 2016 MAIN STREET | HARFORD | CT | 06106 | NONE | 501(C)3 PC | PUBLIC POLICY | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,388,075 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,107 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $206,205 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,205 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,784 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE DELAWARE ATTORNEY GENERAL DOES NOT REQUIRE THE FILING OF A COPY OF THE ORGANIZATION'S FEDERAL FORM 990-PF. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE SECURITIES | StockNm |
| EOY Book Value | $12,222,479 | EOYBookValueAmt |
| EOYFMV | $12,222,479 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,946 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS - UNREALIZED LOSS | Desc |
| Amt | $169,200 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FEES | $25 | $0 | $0 |
| CONSULTING EXPENSES | $160,000 | $0 | $130,000 |
| OFFICE EXPENSES | $9,388 | $0 | $0 |
| LICENSES AND PERMITS | $60 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $17,598 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17,598 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,598 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $4,617,219 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $88,435 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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