THE MEEKER ROM FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE MEEKER ROM FAMILY FOUNDATION (EIN 81-4627328)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-04
- IRS object ID
- 201830949349100408
- Schema version
- 2017v2.3
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-04T12:40:22-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814627328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Meeker Rom Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MEEK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARE H MEEKER | PersonNm |
| Person Title | co president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,843,360 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $93,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $178 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $178 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,649 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,649 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $263,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,653,351 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,207,801 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $437,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,287,628 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $52,584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,584 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $84,999 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $299 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,437 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,419 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,419 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,520 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,919 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $184,588 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,234,727 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $143,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,140 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,935,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,976,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,700,220 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,935,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,119,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,843,360 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,935,300 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,119,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,935,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,119,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,935,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,119,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,935,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $184,588 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,119,888 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,119,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,653,351 | GrossSalesPriceAmt |
| Cost Or Other Basis | $445,550 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,207,801 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,207,801 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,207,801 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $4,809,184 | NetVlNoncharitableAssetsYr1Amt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.0 | TotalDistributionRt |
| Average Distribution | 0.0 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,361,372 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $42,347 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,347 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,919 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $42,347 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,347 | SubtotalAmt |
| Tax Based On Investment Income | $42,347 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $84,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $84,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $42,353 | OverpaymentAmt |
| Applied To ES Tax | $42,353 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Dan Grausz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas | 1.0 | $0 | $0 | $0 |
| Clare Hodgson Meeker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir | 1.0 | $0 | $0 | $0 |
| Holly Meeker Rom | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir | 1.0 | $0 | $0 | $0 |
| William N Rom | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 1.0 | $0 | $0 | $0 |
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 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment mgt srvcs | ServiceTypeTxt |
| Compensation | $52,584 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,311,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,443,017 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,443,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,361,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,347 | TotalTaxAmt |
| Distributable Before Adj | $225,722 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $225,722 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $225,722 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,919 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $114,919 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $42,347 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $72,572 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,425 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $114,919 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,425 | AppliedToYear1Amt |
| Applied To Current Year | $98,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $127,228 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHARINE LORILLARD WOLFE ART CLUB INC | |||||||
| 802 BROADWAY | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $20,000 |
| CLIMATE GENERATION A WILL STEGER LEGACY | |||||||
| 2801 21ST AVE S STE 110 | MINNEAPOLIS | MN | 55407 | N/A | PC | General & Unrestricted | $20,000 |
| CONSERVATION LANDS FOUNDATION | |||||||
| 835 E 2ND AVE STE 314 | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $1,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 1920 L ST NW STE 800 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK UNIVERSITY | |||||||
| 1 E 78TH ST | NEW YORK | NY | 10075 | N/A | PC | to support the NYU Institute of Fine Arts and for fellowship support for IFA students | $7,500 |
| PARTNERSHIP FOR RESPONSIBLE GROWTH INC | |||||||
| 1133 19TH ST NW 3RD FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| RICHARD HUGO HOUSE | |||||||
| 1021 COLUMBIA ST | SEATTLE | WA | 98104 | N/A | PC | To support the capital campaign for the building of the new Richard Hugo House facility | $25,000 |
| SALMAGUNDI CLUB | |||||||
| 47 5TH AVE | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 |
| SEATTLE ARTS AND LECTURES INC | |||||||
| 340 E 15TH AVE 301 | SEATTLE | WA | 98112 | N/A | PC | General & Unrestricted | $3,000 |
| STANLEY ANN DUNHAM SCHOLARSHIP FUND | |||||||
| 3215 74TH PL SE | MERCER ISLAND | WA | 98040 | N/A | PC | General & Unrestricted | $6,000 |
| WILDERNESS SOCIETY | |||||||
| 1615 M ST NW LBBY 2 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,649 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $263,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $343,708 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $343,708 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Barbara Meeker Revoc Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 365 W 20th street apt 6E | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $93,400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $46,219 | $57,562 |
| APPLE INC | $182,717 | $223,214 |
| BERKSHIRE HATHAWAY INC DEL CL | $987,061 | $1,190,400 |
| BLACKROCK FUNDS LOW DURATION P | $150,557 | $149,928 |
| BLACKROCK INC | $42,286 | $56,508 |
| BLACKROCK STRAT INC OPP - INS | $151,698 | $152,455 |
| BRITISH AMERICAN TOBACCO PLC | $42,481 | $45,553 |
| CHEVRON CORP | $49,181 | $56,586 |
| CHUBB LIMITED | $44,080 | $46,908 |
| COLGATE-PALMOLIVE COMPANY | $46,504 | $47,835 |
| CRANE CO | $43,495 | $52,551 |
| DIAGEO PLC ADS | $43,575 | $57,244 |
| FEDERATED ULTRA SHORT BOND FUN | $150,040 | $150,200 |
| FINANCIAL SELECT SECTOR SPDR F | $348,884 | $395,010 |
| HOME DEPOT INC | $45,239 | $58,375 |
| INTEL CORP | $49,662 | $64,301 |
| ISHARES HIGH DIVIDEND EQUITY F | $461,055 | $491,894 |
| ISHARES MRGST MIDCOR | $675,191 | $752,399 |
| JOHNSON & JOHNSON | $46,442 | $49,042 |
| LOCKHEED MARTIN CORP | $45,369 | $54,257 |
| LORD ABBETT FLOATING RATE F | $77,016 | $76,378 |
| LORD ABBETT INVESTMENT TRUST S | $151,807 | $150,395 |
| MARSH AND MCLENNAN COMPANIES I | $43,692 | $48,590 |
| MCDONALD'S CORP | $39,516 | $53,013 |
| MEDTRONIC PLC | $43,714 | $42,798 |
| MICROSOFT CORP | $44,159 | $58,167 |
| NEXTERA ENERGY, INC | $42,904 | $51,699 |
| NOVARTIS AG ADR | $41,819 | $47,018 |
| PEPSICO INC | $44,479 | $48,807 |
| POWERSHARES QQQ NASDAQ 100 | $438,627 | $522,419 |
| PRAXAIR INC | $42,131 | $55,221 |
| ROCKWELL AUTOMATION INC | $44,164 | $56,942 |
| SUNCOR ENERGY INC | $47,749 | $58,862 |
| TEXAS INSTRUMENTS INC | $47,908 | $63,082 |
| THE COCA-COLA CO | $43,981 | $47,990 |
| UNION PACIFIC | $45,772 | $57,797 |
| UNITED TECHNOLOGIES CORP | $42,837 | $48,732 |
| V F CORP | $42,737 | $60,088 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $16,794 | $16,794 | |
| Administrative Set-Up Fee | $2,250 | $2,250 | |
| Bank Charges | $18 | $18 | |
| Delaware Incorporation Fees | $500 | $500 | |
| IRS Application Fees | $850 | $850 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $52,584 | Amt |
| Net Investment Income | $52,584 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2017 | $84,700 | |
| Foreign Tax Paid | $299 | $299 |