BAILEY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BAILEY CHARITABLE FOUNDATION (EIN 47-4085149)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201703129349101070
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T11:54:44-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWDERMILL FINANCIAL SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5803 KENNETT PIKE SUITE A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474085149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAILEY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAIL | BusinessNameControlTxt |
| Phone | 3026587796 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5803 KENNETT PIKE STE A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN PETRUCCI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3026587796 | PhoneNum |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL G MORGAN | PreparerPersonNm |
| Phone | 3026587796 | PhoneNum |
| Preparation | 2017-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.168.95.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-08 | IPDt |
| IP Tm | 11:54:23 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7CD4EA520CA4D88054C9D47B02F44BA2891F86B0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7CD4EA520CA4D88054C9D47B02F44BA2891F86B0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,322,949 | 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 | $3,284,168 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $50,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,900 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,900 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,335,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,900 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,900 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,475 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $940 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $940 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $197,166 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $197,166 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $197,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,120,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,960 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,900 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,000 | CashBOYAmt |
| Cash EOY | $67,897 | CashEOYAmt |
| Cash EOYFMV | $67,897 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $86,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,146 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $2,056,533 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,252,650 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $947,411 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $916,256 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $37,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,157,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,322,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $37,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,157,987 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,157,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,157,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,120,987 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,157,987 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,157,987 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $313,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets | $1,054,212 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $500 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $500 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $197,166 | 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 | $500 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $500 | SubtotalAmt |
| Tax Based On Investment Income | $500 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $490 | OverpaymentAmt |
| Applied To ES Tax | $490 | 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 | false | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWDERMILL FINANCIAL SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026587796 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5803 KENNETT PIKE STE A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SIDNEY S CRAVEN | ||||||||
| PO BOX 1085 | WALPOLE | NH | 03608 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEPHEN PETRUCCI | ||||||||
| 5803 KENNETT PIKE STE A | WILMINGTON | DE | 19807 | TREASURER | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $915,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,070,266 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,070,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,054 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,054,212 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,711 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,711 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $500 | TotalTaxAmt |
| Distributable Before Adj | $52,211 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,211 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,211 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $197,166 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $197,166 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $500 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,666 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,211 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $311,693 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $311,693 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $197,166 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $144,955 | RemainingDistriFromCorpusAmt |
| Total Corpus | $456,648 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $456,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $311,693 | ExcessFromYear1Amt |
| Excess From Current Year | $144,955 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SIDNEY S CRAVEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FOREST FOUNDATION | ||||||
| 2000 M STREET NW STE 550 | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSE | $15,000 |
| ANTIOCH UNIVERSITY | ||||||
| 40 AVON ST | KEENE | NH | 034313516 | PC | GENERAL PURPOSE | $15,000 |
| FALL MOUNTAIN FOOD SHELF | ||||||
| 122 NH RTE 12A BOX 191 | ALSTEAD | NH | 03602 | PC | GENERAL PURPOSE | $1,000 |
| FRIENDS OF THE WALPOLE LIBRARY | ||||||
| 143 SCHOOL STREET | WALPOLE | MA | 02081 | PC | GENERAL PURPOSE | $1,000 |
| KURN HATTIN HOMES | ||||||
| PO BOX 127 | WESTMINSTER | VT | 05158 | PC | GENERAL PURPOSE | $1,000 |
| MAIN STREET ARTS | ||||||
| 35 MAIN STREET | SAXTONS RIVER | VT | 05154 | PC | GENERAL PURPOSE | $2,000 |
| MOHONK CONSULATIONS INC | ||||||
| 1000 MOUNTAIN REST RD | NEW PALTZ | NY | 12561 | PC | GENERAL PURPOSE | $5,000 |
| MONADNOCK CONSERVANCY | ||||||
| PO BOX 337 | KEENE | NH | 03431 | PC | GENERAL PURPOSE | $16,666 |
| MONADNOCK CONSERVANCY | ||||||
| PO BOX 337 | KEENE | NH | 03431 | PC | GENERAL PURPOSE | $100,000 |
| MONADNOCK HUMANE SOCIETY | ||||||
| 101 WEST SWANZY RD | SWANZEY | NH | 03446 | PC | GENERAL PURPOSE | $500 |
| GRANITE SOCIETY - NH PUBLIC TV | ||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | PC | GENERAL PURPOSE | $1,000 |
| CENTER FOR NORTHERN WOODLANDS EDUCATION | ||||||
| PO BOX 471 | CORINTH | VT | 05039 | PC | GENERAL PURPOSE | $10,000 |
| CENTER FOR NORTHERN WOODLANDS EDUCATION | ||||||
| PO BOX 471 | CORINTH | VT | 05039 | PC | GENERAL PURPOSE | $5,000 |
| ROLLING DOG FARM | ||||||
| PO BOX 150 | LANCASTER | NH | 03584 | PC | GENERAL PURPOSE | $1,000 |
| THE DEE FOUNDATION | ||||||
| 125 JERICHO TURNPIKE STE 200 | JERICHO | NY | 11753 | PC | GENERAL PURPOSE | $1,000 |
| THE ELEPHANT SANCTUARY | ||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | PC | GENERAL PURPOSE | $1,000 |
| HARRIS CENTER FOR CONSERVATION EDUCATION | ||||||
| 83 KINGS HIGHWAY | HANCOCK | NH | 03449 | PC | GENERAL PURPOSE | $1,000 |
| VERMONT CENTER FOR ECOSTUDIES | ||||||
| PO BOX 420 | NORWICH | VT | 05055 | PC | GENERAL PURPOSE | $10,000 |
| VERMONT WOODLANDS ASSOCIATION | ||||||
| PO BOX 6004 | RUTLAND | VT | 05702 | PC | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $197,166 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | $50,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,900 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RIVERLEDGE FOUNDATION LTD | |||||||
| 1 | 5803 KENNETT PIKE STE A | WILMINGTON | DE | 19807 | $283,741 | Yes (X) | |
| RIVERLEDGE FOUNDATION LTD | |||||||
| 2 | 5803 KENNETT PIKE STE A | WILMINGTON | DE | 19807 | $2,999,427 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES (SEE ATTACHED) | NoncashPropertyDesc |
| Fair Market Value | $3,124,385 | FairMarketValueAmt |
| Received | 2016-09-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | POWDERMILL FINANCIAL ACCOUNTING FEES | CategoryTxt |
| Amt | $12,500 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | $161,256 | $155,497 |
| GUGGENHEIM BUILD AMERICA MANAGED DURATION | $115,067 | $113,069 |
| ISHARES IBOXX $ INV GRADE CORPORATE BOND FD | $109,024 | $106,080 |
| PIMCO DYNAMIC CREDIT INCOME FUND | $169,988 | $158,487 |
| VIRTUS SEIX FLOATING RATE HIGH INCOME FD | $392,076 | $383,123 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROOKFIELD GLOBAL LISTED INFRASTRUCTURE FD | $42,726 | $28,300 |
| GAMCO NATURAL RESOURCES GOLD & INCOME TRUST | $134,364 | $97,672 |
| ISHARES INTL DEVELOPED REAL ESTATE ETF | $131,042 | $112,847 |
| ISHARES MSCI EAFE GROWTH INDEX FD | $277,310 | $287,776 |
| ISHARES MSCI EAFE VALUE INDEX FD | $353,372 | $347,731 |
| ISHARES S&P 500 GROWTH INDEX FD | $321,661 | $433,444 |
| ISHARES S&P 500 VALUE INDEX FD | $394,675 | $519,747 |
| SPDR EURO STOXX 50 ETF | $119,477 | $99,359 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $281,906 | $325,774 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $940 | Amt |
| Net Investment Income | $940 | NetInvestmentIncomeAmt |
Comments