BETA

ISLAND FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ISLAND FOUNDATION (EIN 84-0715001)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-31
IRS object ID
201802129349100315
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-31T14:45:54-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ChadwickSteinkirchnerDavis & Co PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 North 5th Street Suite 401AddressLine1Txt
CityGrand JunctionCityNm
State AbbreviationCOStateAbbreviationCd
ZIP815012645ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN840715001EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ISLAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlISLABusinessNameControlTxt
Phone6508513009PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13346 SOUTH XANTHIA CTAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80231ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWALTER SEDGWICKPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6508513009PhoneNum
Signature2018-07-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWAYNE A KEELER CPAPreparerPersonNm
PTINP01262607PTIN
Phone9702453000PhoneNum
Preparation2018-07-31PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$453,249FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,010DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,010DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,010DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$88,992CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$871OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$7,881TotalRevAndExpnssAmt
Total Net Invst Incm$96,002TotalNetInvstIncmAmt
Total Adj Net Incm$7,010TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,398LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,199LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$2,398LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,199LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,525AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,525AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,525AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$62,421OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$62,421OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$133InterestRevAndExpnssAmt
Interest Net Invst Incm$133InterestNetInvstIncmAmt
Interest Adj Net Incm$133InterestAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$2,594DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$2,594DeprecAndDpltnAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$42,273TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$42,273TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$42,273TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,962OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,676OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$7,962OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$5,286OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$119,306TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,533TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$56,885TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$111,179TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,579ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,579ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$162,885TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,533TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$56,885TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$154,758TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$155,004ExcessRevenueOverExpensesAmt
Net Investment Income$90,469NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$3,431CashEOYAmt
Cash EOYFMV$3,431CashEOYFMVAmt
Corporate Stock BOY$288,902CorporateStockBOYAmt
Corporate Stock EOY$227,589CorporateStockEOYAmt
Corporate Stock EOYFMV$446,995CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$25,909LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$23,086LandBldgEquipAccumDeprecAmt
Land BOY$2,087LandBOYAmt
Land EOY$2,823LandEOYAmt
Land EOYFMV$2,823LandEOYFMVAmt
Total Assets BOY$290,989TotalAssetsBOYAmt
Total Assets EOY$233,843TotalAssetsEOYAmt
Total Assets EOYFMV$453,249TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,333AccountsPayableBOYAmt
Accounts Payable EOY$11,926AccountsPayableEOYAmt
Other Liabilities BOY$727OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,060TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,926TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$287,929CapitalStockBOYAmt
Capital Stock EOY$221,917CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$287,929TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$221,917TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$290,989TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$233,843TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$287,929TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$155,004ExcessRevenueOverExpensesAmt
Other Increases$88,992OtherIncreasesAmt
Subtotal$221,917SubtotalAmt
Tot Net Ast Or Fund Balances EOY$221,917TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1500 SHS INTEL CORPORATIONP2001-06-302017-04-28$54,909$0$4,544$50,365$0$0$0$50,365
400 SHS MICROSOFT CORPORATIONP2007-12-012017-04-28$27,171$0$14,088$13,083$0$0$0$13,083
300 SHS ISHARES RUSSELL 2000P2012-03-012017-12-07$52,823$0$28,210$24,613$0$0$0$24,613
700 SHS PULTEGROUP INCP2013-05-012017-04-28$15,402$0$14,471$931$0$0$0$931
FieldValueIRS element (for citing)
Capital Gain Net Income$88,992CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,778AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$511,905NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.028869DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$562,171NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065283DistributionYr2Rt
Adjusted Qlfy Distri Yr3$36,793AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$586,747NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.062707DistributionYr3Rt
Adjusted Qlfy Distri Yr4$65,494AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$535,869NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.122220DistributionYr4Rt
Adjusted Qlfy Distri Yr5$99,161AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$500,411NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.198159DistributionYr5Rt
Total Distribution0.477238TotalDistributionRt
Average Distribution0.095448AverageDistributionRt
Net Vl Noncharitable Assets$476,597NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$45,490AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$905NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$46,395AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$154,758QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$905InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$905SubtotalAmt
Tax Based On Investment Income$905TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Original Return Tax Paid$100OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$19EsPenaltyAmt
Tax Due$824TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWALTER SEDGWICKIndividualWithBooksNm
Phone6508513009PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 OLD LA HONDA RDAddressLine1Txt
CityWOODSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonWALTER SEDGWICKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 OLD LA HONDA RDAddressLine1Txt
CityREDWOOD CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd
FieldValueIRS element (for citing)
TitlePRES/TREAS/DIRTitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonHAO SHENGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1611 W 33RD STREETAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78705ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSULTINGServiceTypeTxt
Compensation$62,421CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT THE SERVICE OF FOUNDATION STAFF ON 3 BOARDSTHE WILDLIFE CONSERVATION SOCIETY,TURTLE SURVIVALALLIANCE, AND BAT CONSERVATION INTERNATIONAL.Description1Txt
Expenses1$70,002Expenses1Amt
Description2ENCOURAGE, ENABLE AND CATALYZE EDUCATION, INCLUDINGRESEARCH, SCHOLARSHIP AND PUBLICATION OF HARVARD ART MUSEUMASIAN ART.Description2Txt
Expenses2$84,756Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$482,139AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,716AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$483,855TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$483,855AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,258CashDeemedCharitableAmt
Net Vl Noncharitable Assets$476,597NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,830MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$154,758ExpensesAndContributionsAmt
Qualifying Distributions$154,758QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$905PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$153,853AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$100,125ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$66,461ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$36,793ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,700ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,778ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$254,857TotalExcessDistributionCyovAmt
Qualifying Distributions$154,758QualifyingDistributionsAmt
Remaining Distri From Corpus$154,758RemainingDistriFromCorpusAmt
Total Corpus$409,615TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$100,125ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$309,490ExcessDistriCyovToNextYrAmt
Excess From Year4$66,461ExcessFromYear4Amt
Excess From Year3$36,793ExcessFromYear3Amt
Excess From Year2$36,700ExcessFromYear2Amt
Excess From Year1$14,778ExcessFromYear1Amt
Excess From Current Year$154,758ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1976-09-17PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$154,758CurrentYearAmt
Year1$14,778Year1Amt
Year2$36,700Year2Amt
Year3$36,793Year3Amt
Total$243,029TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$154,758CurrentYearAmt
Year1$14,778Year1Amt
Year2$36,700Year2Amt
Year3$36,793Year3Amt
Total$243,029TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$15,887CurrentYearAmt
Year1$17,063Year1Amt
Year2$18,739Year2Amt
Year3$19,558Year3Amt
Total$71,247TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWALTER SEDGWICKContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PLANNED PARENTHOOD
133 WILLIAM STREET 10TH FLOORNEW YORKNY10038EXEMPTGENERAL FUND$1,000
WILDAID
333 PINE STREET STE 300SAN FRANCISCOCA94104EXEMPTGENERAL FUND$2,000
LINCOLN INSTITUTE
113 BRATTLE STREETCAMBRIDGEMA02138EXEMPTGENERAL FUND$5,000
KEW FOUNDATION AMERICA
180 N STETSON AVNUE SUITE 3500CHICAGOIL60601EXEMPTGENERAL FUND$1,000
CLEVELAND PHILANTHROPY
2897 SCARBOROUGHCLEVELAND HEIGHTSOH44118EXEMPTGENERAL FUND$2,000
HAWKEN SCHOOL
12465 COUNTY LINE RDGATES MILLSOH44040EXEMPTGENERAL FUND$1,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460EXEMPTGENERAL FUND$26,229
HARVARD UNIVERSITY
30 DUNSTER STREETCAMBRIDGEMA02138EXEMPTGENERAL FUND$150
PACIFIC FOREST TRUST
1001 OREILLY AVENUESAN FRANCISCOCA94129EXEMPTGENERAL FUND$5,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,579TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,010ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88,992ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$96,002ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$96,002TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCSD & CO PREPARATION OF TAX RETURNSCategoryTxt
Amt$1,525Amt
Net Investment Income$1,525NetInvestmentIncomeAmt
Adjusted Net Income$1,525AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB ACCOUNTStockNm
EOY Book Value$227,589EOYBookValueAmt
EOYFMV$446,995EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFURNITURE & EQUIPMENTCategoryOrItemTxt
Cost Or Other Basis$25,909CostOrOtherBasisAmt
Accumulated Depreciation$23,086AccumulatedDepreciationAmt
Book Value$2,823BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryJOHN J. OCONNOR JR PC LEGALCategoryTxt
Legal Fees$2,398LegalFeesAmt
Net Investment Income$1,199NetInvestmentIncomeAmt
Adjusted Net Income$2,398AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,199DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELECOMMUNICATIONS$1,495$748$1,495$747
OFFICE EXPENSES$288$288$288
BANK FEES$1,640$1,640$1,640
FUNDRAISING$900$900$900
DE MINIMIS EQUIPMENT$3,639$3,639$3,639

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX REFUNDSDesc
Revenue And Expenses Per Books$871RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAINS FROM SALE OF STOCKSDesc
Amt$88,992Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN DEBTDesc
BOY Book Value$727BOYBookValueAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN DEBTDesc
BOY Book Value$727BOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryHAO SHENG CONSULTINGCategoryTxt
Amt$62,421Amt
Disbursements Charitable Prps$62,421DisbursementsCharitablePrpsAmt

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