MARCIA BRADY TUCKER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARCIA BRADY TUCKER FOUNDATION INC (EIN 13-6161561)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202533089349100608
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T08:12:09-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814629899 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BSC GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 BAY STREET BLDG A | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136161561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA BRADY TUCKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 4103102986 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1149 | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M RANDELL JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3035140097 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM C MILEY | PreparerPersonNm |
| PTIN | P02150534 | PTIN |
| Phone | 4108224008 | PhoneNum |
| Preparation | 2025-09-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,871,455 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $278,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $550,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,188,494 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $550,632 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $83 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $828,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $828,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $94,811 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,962 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,849 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,997 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $399 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,598 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,398 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $96,398 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,672 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,823 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $2,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,400 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $160,680 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $32,136 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $128,544 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,309 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $398,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $231,023 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $889,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $721,948 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $665,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $127,560 | CashBOYAmt |
| Cash EOY | $197,471 | CashEOYAmt |
| Cash EOYFMV | $197,471 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $193,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $401,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $401,770 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,941,202 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,701,932 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,630,202 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,441,318 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,245,781 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,509,421 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,047,519 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,101,941 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,062,456 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,277 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,277 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $39,399 | OtherAssetsBOYAmt |
| Other Assets EOY | $70,135 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $70,135 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,790,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,719,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,871,455 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $39,537 | GrantsPayableBOYAmt |
| Grants Payable EOY | $25,808 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,735 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,493 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $44,272 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,301 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,745,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,688,729 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,745,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,688,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,790,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,719,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,745,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $68,999 | OtherIncreasesAmt |
| Subtotal | $10,753,936 | SubtotalAmt |
| Other Decreases | $65,207 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,688,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS TRADED SECURITIES | P | $1,199,322 | $1,131,558 | $67,764 | $67,764 |
| UBS TRADED SECURITIES | P | $2,984,679 | $2,506,304 | $478,375 | $478,375 |
| UBS CAP GAIN DISTRIBUTIONS | P | $4,493 | $4,493 | $4,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $550,632 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $991 | OverpaymentAmt |
| Applied To ES Tax | $991 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | MBTF.ORG | WebsiteAddressTxt |
| Individual With Books | TRACY L ROYSTON | IndividualWithBooksNm |
| Phone | 4103102986 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21447 SKELETON CREEK ROAD | AddressLine1Txt |
| City | PRESTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21655 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| TRACY L ROYSTON | ||||||||
| 21447 SKELETON CREEK RD | PRESTON | MD | 21655 | ADMINISTRATOR | 20.00 | $94,811 | $1,997 | $0 |
| DAVID M RANDELL JR | ||||||||
| 5 LAFAYETTE DR | PORT CHESTER | NY | 10573 | TREASURER | 0.00 | $0 | $0 | $0 |
| ELISA CHUTE | ||||||||
| 7760 BLOOMFIELD RD | EASTON | MD | 21601 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NOAH TUCKER | ||||||||
| 956 E VILLA ST | PASADENA | CA | 91106 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MARCIA BOOGAARD | ||||||||
| 4 PERSIMMON CT | BETHESDA | MD | 20817 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LUTHER TUCKER | ||||||||
| 7700 BLOOMFIELD RD | EASTON | MD | 21601 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| OLIVIA TUCKER AMATO | ||||||||
| 54 LEONARD ST UNIT 204 | BEACON | NY | 12508 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ELIZABETH STOEHR | ||||||||
| 2948 VAN DYKE DR | CINCINNATI | OH | 45208 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARAH HANNA | ||||||||
| 5602 KAMERON PL | ROHNERT PARK | CA | 94928 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| AMY STOEHR | ||||||||
| 205 TRADEWINDS DR | SANTA ROSA BEACH | FL | 32459 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| TOINETTE TUCKER | ||||||||
| ONE GRAMERCY PARK 72 EAST AVE | NEW CANAAN | CT | 06084 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANNE COYLE | ||||||||
| 101 SIMONTON WAY | ST SIMONS ISLAND | GA | 31522 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOJO SANDERS | ||||||||
| 948 E EDGEWARE RD | LOS ANGELES | CA | 90026 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILL RANDELL | ||||||||
| 540 W 28TH ST 7C | NEW YORK | NY | 10001 | DIRECTOR | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY L ROYSTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21447 SKELETON CREEK ROAD | AddressLine1Txt |
| City | PRESTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $94,811 | CompensationAmt |
| Employee Benefits | $1,997 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 OVERLOOK CENTER STE 100 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085405270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $96,398 | 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 | $12,460,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,586,667 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,586,667 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,397,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $619,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $619,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,249 | TotalTaxAmt |
| Distributable Before Adj | $610,644 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $610,644 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $610,644 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $721,948 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $721,948 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $610,644 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $198,623 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,741 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $204,364 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $721,948 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $610,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,304 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $315,668 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $315,668 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $198,623 | ExcessFromYear2Amt |
| Excess From Year1 | $5,741 | ExcessFromYear1Amt |
| Excess From Current Year | $111,304 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4TH ELEMENTS EARTH EDUCATION | |||||||
| PO BOX 1823 | NEVADA CITY | CA | 95958 | NONE | N/A | CONSERVATION | $400 |
| ALL HALLOWS GUILD | |||||||
| 3001 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | N/A | ARTS | $500 |
| ALL SAINTS CHURCH | |||||||
| 132 N EUCLID AVENUE | PASADENA | CA | 91101 | NONE | N/A | RELIGION | $500 |
| ANIMAL MEDICAL CENTER | |||||||
| 510 EAST 62ND STREET | NEW YORK | NY | 10065 | NONE | N/A | HUMANITARIAN | $800 |
| AULT PARK ADVISORY COUNCIL | |||||||
| 950 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | N/A | CONSERVATION | $750 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | N/A | EDUCATION | $150 |
| BELOVED ASHVILLE | |||||||
| PO BOX 6386 | ASHEVILLE | NC | 28816 | NONE | N/A | HUMANITARIAN | $6,000 |
| BERKSHIRE BOTANICAL GARDEN | |||||||
| PO BOX 826 | STOCKBRIDGE | MA | 01262 | NONE | N/A | ARTS | $500 |
| BEYOND NUCLEAR INC | |||||||
| 7304 CARROLL AVE 182 | TAKOMA PARK | MD | 20912 | NONE | N/A | HUMANITARIAN | $1,000 |
| BILL DAY MEMORIAL COMMUNITY FOUNDATION | |||||||
| PO BOX 402 | ANDES | NY | 13731 | NONE | N/A | HUMANITARIAN | $1,000 |
| BISHOP JOHN T WALKER SCHOOL FOR BOYS | |||||||
| 1801 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | N/A | EDUCATION | $250 |
| BLUE SKY BRIDGE | |||||||
| 2617 IRIS HOLLOW PL | BOULDER | CO | 80304 | NONE | N/A | HUMANITARIAN | $20,000 |
| BOULDER BALLET | |||||||
| 2590 WALNUT STREET SUITE 10 | BOULDER | CO | 80302 | NONE | N/A | ARTS | $20,000 |
| BREASTFEEDING FAMILY FRIENDLY COMMUNITIES | |||||||
| 6319 CORONADO LN | DURHAM | NC | 27713 | NONE | N/A | HUMANITARIAN | $2,000 |
| BRIDGING INSIGHTS | |||||||
| 885 PARK AVE | NEW YORK | NY | 10075 | NONE | N/A | HUMANITARIAN | $6,000 |
| BROWN ANNUAL FUND | |||||||
| 1 PROSPECT STREET | PROVIDENCE | RI | 02912 | NONE | N/A | EDUCATION | $500 |
| CAF AMERICA | |||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | N/A | EDUCATION | $20,000 |
| CAMERON AND HAYDEN LORD FOUNDATION | |||||||
| 110 RIVERSIDE DRIVE 12C | NEW YORK | NY | 10024 | NONE | N/A | EDUCATION | $250 |
| CARDINAL LAND CONSERVANCY | |||||||
| PO BOX 957 | MILFORD | OH | 45150 | NONE | N/A | CONSERVATION | $1,500 |
| CHAPEL OF ST JAMES THE FISHERMAN | |||||||
| 302 LINDEN PONDS WAY UNIT 512 | HINGHAM | MA | 02043 | NONE | N/A | RELIGION | $34,165 |
| CHRIST TRINITY CHURCH | |||||||
| PO BOX 127 | SHEFFIELD | MA | 01257 | NONE | N/A | RELIGION | $300 |
| CINCINNATI OBSERVATORY CENTER | |||||||
| 3489 OBSERVATORY PLACE | CINCINNATI | OH | 45208 | NONE | N/A | ARTS | $1,000 |
| CINCINNATI PUBLIC RADIO | |||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | N/A | ARTS | $500 |
| CITY GATE | |||||||
| 3920 ALTON PLACE NW | WASHINGTON | DC | 20016 | NONE | N/A | ARTS | $1,000 |
| COLORADO JUDICIAL INSTITUTE | |||||||
| PO BOX 118 | BROOMFIELD | CO | 80038 | NONE | N/A | EDUCATION | $20,000 |
| CREDO FOUNDATION | |||||||
| 1300 VALLEY HOUSE DR STE 100 | ROHNERT PARK | CA | 94928 | NONE | N/A | EDUCATION | $6,000 |
| DEMOCRATISM INC | |||||||
| 300 CENTRAL PARK WEST APT 11H | NEW YORK | NY | 10024 | NONE | N/A | HUMANITARIAN | $22,850 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | N/A | MEDICAL | $3,500 |
| EAGLEBROOK SCHOOL | |||||||
| PO BOX 7 | DEERFIELD | MA | 01342 | NONE | N/A | EDUCATION | $800 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 98051 | WASHINGTON | DC | 20077 | NONE | N/A | CONSERVATION | $800 |
| EPISCOPAL RELIEF & DEVELOPMENT | |||||||
| 815 SECOND AVENUE | NEW YORK | NY | 10017 | NONE | N/A | HUMANITARIAN | $1,000 |
| FOCI | |||||||
| 1045 OLD ACADEMY ROAD | FAIRFIELD | CT | 06824 | NONE | N/A | EDUCATION | $1,000 |
| FOOD BANK OF NYC | |||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10066 | NONE | N/A | HUMANITARIAN | $800 |
| FREESTORE FOODBANK | |||||||
| PO BOX 962216 | CINCINNATI | OH | 45269 | NONE | N/A | HUMANITARIAN | $1,000 |
| GREAT PARKS FOREVER | |||||||
| 10245 WINTON ROAD | CINCINNATI | OH | 45231 | NONE | N/A | CONSERVATION | $1,000 |
| GREATER DC DIAPER BANK | |||||||
| 5614 CONNECTICUT AVE NW 285 | WASHINGTON | DC | 20015 | NONE | N/A | HUMANITARIAN | $1,000 |
| HAVERFORD COLLEGE | |||||||
| 370 LANCASTER AVENUE | HAVERFORD | PA | 19041 | NONE | N/A | EDUCATION | $1,000 |
| HEALTHCARE FOUNDATION | |||||||
| PO BOX 1025 | HERALDSBURG | CA | 95448 | NONE | N/A | MEDICAL | $4,000 |
| HEART OF THE CATSKILLS HUMANE SOCIETY | |||||||
| PO BOX 88 | DELHI | NY | 13753 | NONE | N/A | HUMANE | $500 |
| HEIFER INTERNTIONAL FOUNDATION | |||||||
| PO BOX 737 | LITTLE ROCK | AR | 72203 | NONE | N/A | SCIENCE | $1,200 |
| HILLSIDE TRUST | |||||||
| 710 TUSCULUM AVENUE | CINCINNATI | OH | 45226 | NONE | N/A | EDUCATION | $1,250 |
| INTERFAITH WORKS | |||||||
| 114 W MONTGOMERY AVENUE | ROCKVILLE | MD | 20850 | NONE | N/A | RELIGION | $2,000 |
| INTERNATIONAL INST FOR HUMANE ED | |||||||
| PO BOX 260 | SURRY | ME | 04684 | NONE | N/A | EDUCATION | $1,000 |
| JOY OUTDOOR EDUCATION CENTER | |||||||
| PO BOX 417 | CLARKSVILLE | OH | 45113 | NONE | N/A | EDUCATION | $1,000 |
| JOYCE THEATER FOUNDATION | |||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | NONE | N/A | ARTS | $3,500 |
| KENYON COLLEGE | |||||||
| 106 COLLEGE PARK DRIVE | GAMBIER | OH | 43022 | NONE | N/A | EDUCATION | $500 |
| KQED | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | NONE | N/A | PUBLIC RADIO | $2,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | NONE | N/A | HEALTH | $21,000 |
| LITTLE GUILD OF ST FRANCIS | |||||||
| 285 SHARON GOSHEN TURNPIKE | WEST CORNWALL | CT | 06796 | NONE | N/A | RELIGION | $800 |
| LITTLE MIAMI INC | |||||||
| 6040 PRICE ROAD | MILFORD | OH | 45150 | NONE | N/A | HUMANITARIAN | $500 |
| LUPINS AFRICA | |||||||
| 519 HODGSON ST | OXFORD | PA | 19363 | NONE | N/A | HUMANITARIAN | $20,000 |
| MADEIRA SCHOOL | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | NONE | N/A | EDUCATION | $500 |
| MAINE AUDUBON | |||||||
| 20 GISLAND FARM RD | FALMOUTH | ME | 04105 | NONE | N/A | CONSERVATION | $250 |
| MAINE PUBLIC RADIO | |||||||
| 323 MARGINAL WAY | PORTLAND | ME | 04101 | NONE | N/A | PUBLIC RADIO | $700 |
| MEDICINS SANS FRONTIERES | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | NONE | N/A | MEDICAL | $20,000 |
| MEHER FUND INC | |||||||
| 420 DALRYMPLE ROAD | ATLANTA | GA | 30329 | NONE | N/A | EDUCATION | $18,000 |
| MIDDLE EAST CHILDREN'S ALLIANCE | |||||||
| 1101 8TH ST STE 100 | BERKELEY | CA | 94710 | NONE | N/A | HUMANITARIAN | $1,000 |
| NATIVE PLANT TRUST | |||||||
| 180 HEMENWAY RD | FRAMINGHAM | MA | 01701 | NONE | N/A | CONSERVATION | $300 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | NONE | N/A | ARTS | $720 |
| OPERA COLORADO | |||||||
| 4121 S NAVAJO STREET SUITE 100 | ENGLEWOOD | CO | 80110 | NONE | N/A | ARTS | $8,000 |
| OUR HOUSE | |||||||
| 3415 S SEPULVEDA BLVD STE 120 | LOS ANGELES | CA | 90034 | NONE | N/A | HUMANITARIAN | $20,000 |
| OUTER CAPE HEALTH SERVICES INC | |||||||
| 3130 ROUTE 6 | WELLFLEET | MA | 02667 | NONE | N/A | MEDICAL | $250 |
| PARTICIPATORY POLITICS FOUNDATION | |||||||
| 1500 DEKALB AVENUE 1R | BROOKLYN | NY | 11237 | NONE | N/A | POLITICAL ENGAGEMENT | $2,000 |
| PLANNED PARENTHOOD SW OHIO | |||||||
| 2314 AUBURN AVENUE | CINCINNATI | OH | 45219 | NONE | N/A | MEDICAL | $1,500 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET 10TH FL | NEW YORK | NY | 10038 | NONE | N/A | MEDICAL | $1,900 |
| POETS HOUSE | |||||||
| 10 RIVER TERRACE | NEW YORK | NY | 10282 | NONE | N/A | ARTS | $500 |
| PORTLAND STAGE | |||||||
| 25A FOREST AVE | PORTLAND | ME | 04101 | NONE | N/A | ARTS | $750 |
| PORTLAND TRAILS | |||||||
| 305 COMMERCIAL STREET | PORTLAND | ME | 04101 | NONE | N/A | CONSERVATION | $20,000 |
| PREBLE ST RESOURCE CENTER | |||||||
| 252 OXFORD STREET | PORTLAND | ME | 04141 | NONE | N/A | HUMANITARIAN | $300 |
| PROSPECT HOUSE | |||||||
| PO BOX 5117 | CINCINNATI | OH | 45205 | NONE | N/A | HUMANITARIAN | $500 |
| PROTESTANT EPISCOPAL CATHERDRAL FOUNDATION | |||||||
| MOUNT ST ALBAN | WASHINGTON | DC | 20016 | NONE | N/A | RELIGION | $1,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 W 38TH STREET | NEW YORK | NY | 10018 | NONE | N/A | HUMANITARIAN | $800 |
| RIPPLEEFFECT | |||||||
| PO BOX 441 | PORTLAND | ME | 04102 | NONE | N/A | HUMANITARIAN | $150 |
| SAMUEL WAXMAN CANCER RESEARCH FOUNDATION | |||||||
| 420 LEXINGTON AVE STE 825 | NEW YORK | NY | 10170 | NONE | N/A | MEDICAL | $1,000 |
| SAN FRANCISCO SAFEHOUSE | |||||||
| PO BOX 40369 | SAN FRANCISCO | CA | 94140 | NONE | N/A | HUMANITARIAN | $1,000 |
| SEED MONEY | |||||||
| 3 POWDERHORN DR | SCARBOROUGH | ME | 04074 | NONE | N/A | HUMANITARIAN | $400 |
| SHEFFIELD HISTORICAL SOCIETY | |||||||
| PO BOX 747 | SHEFFIELD | MA | 01257 | NONE | N/A | EDUCATION | $300 |
| SMALL PAWS RESCUE INC | |||||||
| 3316 S 72ND AVENUE | TULSA | OK | 74107 | NONE | N/A | HUMANE | $800 |
| SOCIAL SECURITY WORKS EDUCATION | |||||||
| 815 16TH ST NW | WASHINGTON | DC | 20006 | NONE | N/A | HUMANITARIAN | $2,000 |
| SOGOREA TE LAND TRUST | |||||||
| PO BOX 6758 | OAKLAND | CA | 94603 | NONE | N/A | CONSERVATION | $20,000 |
| SPECIAL OPERATORS TRANSITION FOUNDATION | |||||||
| PO BOX 2034 | SMYRNA | GA | 30081 | NONE | N/A | HUMANITARIAN | $800 |
| ST ALBANS CHURCH | |||||||
| 3001 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | N/A | RELIGION | $4,400 |
| ST ANDREWS EPISCOPAL SCHOOL | |||||||
| 8804 POSTOAK ROAD | POTOMAC | MD | 20854 | NONE | N/A | EDUCATION | $500 |
| ST GEORGE'S EPISCOPAL CHURCH | |||||||
| 1420 27TH AVE | ASTORIA | NY | 11102 | NONE | N/A | RELIGION | $500 |
| ST PAULS SCHOOL | |||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | NONE | N/A | EDUCATION | $500 |
| ST LUKE'S CHURCH | |||||||
| 143 STATE STREET | PORTLAND | ME | 04101 | NONE | N/A | RELIGION | $2,500 |
| THE COUNTRY SCHOOL | |||||||
| 716 GOLDSBOROUGH STREET | EASTON | MD | 21601 | NONE | N/A | EDUCATION | $41,490 |
| THE ENGLISH CONCERT IN AMERICA | |||||||
| PO BOX 1253 | NEW CANAAN | CT | 06840 | NONE | N/A | ARTS | $3,000 |
| THE FLORENCE PROJECT | |||||||
| PO BOX 86299 | TUSCAN | AZ | 85754 | NONE | N/A | HUMANITARIAN | $20,000 |
| THE LIBRARY FOUNDATION | |||||||
| 800 VINE STREET | CINCINNATI | OH | 45202 | NONE | N/A | EDUCATION | $1,500 |
| THE MOUNT | |||||||
| PO BOX 974 | LENOX | MA | 01240 | NONE | N/A | EDUCATION | $5,000 |
| THE SAFINA CENTER | |||||||
| 80 NORTH COUNTRY RD | SETAUKET | NY | 11733 | NONE | N/A | HUMANITARIAN | $20,000 |
| TREGARON CONSERVANCY | |||||||
| PO BOX 11351 | WASHINGTON | DC | 20008 | NONE | N/A | EDUCATION | $250 |
| TRIVIUM LIFE SERVICES | |||||||
| 835 GORDON DRIVE | SIOUX CITY | IA | 81101 | NONE | N/A | HUMANITARIAN | $1,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVENUE | POUGHKEEPSIE | NY | 12604 | NONE | N/A | EDUCATION | $1,500 |
| WASSON WAY | |||||||
| 3874 PAXTON ROAD 9211 | CINCINNATI | OH | 45209 | NONE | N/A | CONSERVATION | $1,000 |
| WILLS PARK EQUESTRIAN FOUNDATION | |||||||
| 12790 PROVIDENCE ROAD | ALPHARETTA | GA | 30009 | NONE | N/A | HUMANITARIAN | $20,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | NONE | N/A | HUMANITARIAN | $1,000 |
| WORLD WILDLIFE FEDERATION | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | N/A | CONSERVATION | $800 |
| YALE UNIVERSITY ALUMNI FUND | |||||||
| PO BOX 803 | NEW HAVEN | CT | 06503 | NONE | N/A | EDUCATION | $500 |
| YWCA OF CINCINNATI | |||||||
| 898 WALNUT STREET | CINCINNATI | OH | 45273 | NONE | N/A | HUMANITARIAN | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,925 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,232 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $550,632 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $828,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $828,970 | 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 | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,101,941 | EOYBookValueAmt |
| EOYFMV | $2,062,456 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $6,245,781 | EOYBookValueAmt |
| EOYFMV | $8,509,421 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,701,932 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,630,202 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST - RECEIVABLE | $33,206 | $28,471 | $28,471 |
| EXCISE TAX - RECEIVABLE | $6,193 | $991 | $991 |
| SECURITY DEPOSIT | $21,323 | $21,323 | |
| CREDIT CARD CREDIT | $19,350 | $19,350 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST 2023 | $33,206 |
| EXCISE TAXES RECEIVABLE 2023 | $6,193 |
| GRANTS PAYABLE 2024 | $25,808 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $4,830 | $0 | $4,830 |
| INSURANCE | $3,254 | $0 | $3,254 |
| OFFICE | $858 | $0 | $858 |
| POSTAGE | $1,645 | $0 | $1,645 |
| SUPPLIES | $1,330 | $0 | $1,330 |
| TELEPHONE | $885 | $0 | $885 |
| UTILITIES | $923 | $0 | $923 |
| BANK FEES | $299 | $0 | $299 |
| MAINTENANCE | $285 | $0 | $285 |
| TAXES - OTHER | $335 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $83 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $83 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $83 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST 2024 | $28,471 |
| EXCISE TAXES RECEIVABLE 2024 | $991 |
| GRANTS PAYABLE 2023 | $39,537 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDINGS | Desc |
| BOY Book Value | $4,735 | BOYBookValueAmt |
| EOY Book Value | $4,493 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $96,398 | Amt |
| Net Investment Income | $96,398 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES FOREIGN ON INCOME | $4,216 | $4,216 | $0 |
| EXCISE TAXES | $4,047 | $0 | $0 |
| PAYROLL TAXES | $7,279 | $1,456 | $5,823 |