HICKORY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HICKORY FOUNDATION (EIN 22-3472805)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-09
- IRS object ID
- 201721609349100807
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-09T13:01:33-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | 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 | 223472805 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HICKORY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANCHIN BLOCK & ANCHIN LLP | InCareOfNm |
| Business Name Control | HICK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 281 | AddressLine1Txt |
| City | LAMBERTVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA JAMES | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2017-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC G GOLDBERG | PreparerPersonNm |
| PTIN | P00140875 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2017-06-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.221.150.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13087820171605000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-06-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0747FC02B39EBE1781E9EE28E165984F450315CF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 83E03B05FC48E4FBA8182FD56FF36C046B2C8CF6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,535,613 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,408 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,408 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $268,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,231 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,784,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,967,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,784,973 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,078,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,078,612 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,430 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,430 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $14,213 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $14,213 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $186,989 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $186,989 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $210,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $205,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,944,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,944,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,154,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $205,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,948,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,924,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,872,980 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,646,002 | CashBOYAmt |
| Cash EOY | $8,766,000 | CashEOYAmt |
| Cash EOYFMV | $8,766,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,176,435 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,245,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,245,167 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,879,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,615,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,524,446 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $32,702,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,626,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,535,613 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $32,702,021 | CapitalStockBOYAmt |
| Capital Stock EOY | $38,626,571 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,702,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,626,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,702,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,626,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,702,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,924,550 | ExcessRevenueOverExpensesAmt |
| Subtotal | $38,626,571 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $38,626,571 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $35,967,944 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,182,971 | CostOrOtherBasisAmt |
| Gain Or Loss | $7,784,973 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $7,784,973 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,784,973 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,442,649 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $50,269,929 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048591 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,709,560 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,329,317 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047057 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,671,864 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,587,373 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056506 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $868,140 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,907,082 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037898 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,719,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,672,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069679 | DistributionYr5Rt |
| Total Distribution | 0.259731 | TotalDistributionRt |
| Average Distribution | 0.051946 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,883,479 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,123,733 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78,730 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,202,463 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,948,430 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $157,460 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $157,460 | SubtotalAmt |
| Tax Based On Investment Income | $157,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,573 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $150,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $222,573 | TotalPaymentsAndCreditsAmt |
| Overpayment | $65,113 | OverpaymentAmt |
| Applied To ES Tax | $65,113 | 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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA JAMES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HICKORY FOUNDATION PO BOX 281 | AddressLine1Txt |
| City | LAMBERTVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $26,101,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,404,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,506,070 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,506,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $622,591 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,883,479 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,044,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,044,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $157,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $157,460 | TotalTaxAmt |
| Distributable Before Adj | $1,886,714 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,886,714 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,886,714 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,948,430 | 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 | $1,948,430 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,948,430 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,886,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $366,857 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $270,108 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $636,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,948,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,886,714 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,716 | RemainingDistriFromCorpusAmt |
| Total Corpus | $698,681 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $366,857 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $331,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $270,108 | ExcessFromYear3Amt |
| Excess From Current Year | $61,716 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGINIA JAMES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Civil Rights Institute | ||||||||
| P O Box 188350 | Sacramento | CA | 95818 | NONE | PC | CHARITABLE | $100,000 | |
| BROOKLYN BOTANIC GARDEN | ||||||||
| 1000 Washington Avenue | Brooklyn | NY | 11225 | NONE | PC | CHARITABLE | $25,000 | |
| CENTER FOR EDUCATION REFORM | ||||||||
| 910 Seventeenth Street NW | Washington | DC | 20006 | NONE | PC | CHARITABLE | $5,000 | 11th Floor |
| CENTER FOR INDEPENDENT THOUGHT | ||||||||
| 1420 Walnut Street | Philadelphia | PA | 19102 | NONE | PC | CHARITABLE | $10,000 | Suite 1011 |
| Classroom Inc | ||||||||
| 245 Fifth Avenue 20th Floor | New York | NY | 10016 | NONE | PC | CHARITABLE | $25,000 | |
| Commentary Fund | ||||||||
| 561 Seventh Avenue 16th Floor | New York | NY | 10018 | NONE | PC | CHARITABLE | $6,000 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| 14148 Magnolia Boulevard | Sherman Oaks | NY | 91423 | NONE | PC | CHARITABLE | $20,000 | Suite 103 |
| FRANK LLOYD WRIGHT BUILDING CONSERVANCY | ||||||||
| 53 W Jackson Boulevard | Chicago | IL | 606043567 | NONE | PC | CHARITABLE | $5,000 | Suite 1120 |
| FOUNDATION FOR LANDSCAPE STUDIES | ||||||||
| 7 West 81st Street | New York | NY | 10024 | NONE | PC | CHARITABLE | $5,000 | |
| Frank L Wright Trust | ||||||||
| The Rockery | Chicago | IL | 60604 | NONE | PC | CHARITABLE | $5,000 | 209 South LaSalle Street Suite 118 |
| Institute for Justice | ||||||||
| 901 N Glebe Road Suite 900 | Arlington | VA | 22203 | NONE | PC | CHARITABLE | $25,000 | |
| ISLAND INSTITUTE | ||||||||
| 386 Main Street | Rockland | ME | 048410648 | NONE | PC | CHARITABLE | $5,000 | P O Box 468 |
| Lambertvile-New Hope Ambulance & Rescue Squad | ||||||||
| P O Box 237 | Lambertville | NJ | 08530 | NONE | PC | CHARITABLE | $2,000 | |
| LANDMARK LEGAL FOUNDATION | ||||||||
| 3100 Broadway | Kansas City | MO | 64111 | NONE | PC | CHARITABLE | $20,000 | Suite 1210 |
| LIBRARY OF AMERICAN LANDSCAPE HISTORY | ||||||||
| P O Box 1323 | Amherst | MA | 010041323 | NONE | PC | CHARITABLE | $1,000 | |
| MACKINAC CENTER FOR PUBLIC POLICY | ||||||||
| 140 West Main Street | Midland | MI | 48640 | NONE | PC | CHARITABLE | $7,500 | P O Box 568 |
| MAINE COAST HERITAGE TRUST | ||||||||
| 1 Bowdoin Mill Street | Topsham | ME | 04086 | NONE | PC | CHARITABLE | $2,500 | Suite 201 |
| MANHATTAN INSTITUTE | ||||||||
| 52 Vanderbilt Avenue | New York | NY | 10017 | NONE | PC | CHARITABLE | $15,000 | |
| NEW YORK CIVIL RIGHTS COALITION | ||||||||
| 424 West 33rd Street | New York | NY | 10001 | NONE | PC | CHARITABLE | $30,000 | Suite 350 |
| NEW YORK FOUNDATION FOR THE ARTS | ||||||||
| 20 Jay Street | Brooklyn | NY | 11201 | NONE | PC | CHARITABLE | $10,000 | Suite 740 |
| PACIFIC RESEARCH INSTITUTE | ||||||||
| One Embarcadero Center | San Francisco | CA | 94111 | NONE | PC | CHARITABLE | $15,000 | Suite 350 |
| SCHOOL CHOICE WISCONSIN | ||||||||
| 219 North Milwaukee Street | Milwaukee | WI | 53202 | NONE | PC | CHARITABLE | $10,000 | 1st Floor |
| SPENCE CHAPIN | ||||||||
| 410 East 92nd Street | New York | NY | 101286804 | NONE | PC | CHARITABLE | $7,000 | |
| THE FUND FOR AMERICAN STUDIES | ||||||||
| 1706 New Hampshire Avenue NW | Washington | DC | 20009 | NONE | PC | CHARITABLE | $3,000 | |
| The Life Flight Foundation | ||||||||
| P O Box 899 | Camden | ME | 04843 | NONE | PC | CHARITABLE | $4,000 | |
| The New Criterion | ||||||||
| 900 Broadway | New York | NY | 10003 | NONE | PC | CHARITABLE | $50,000 | |
| FRIEND MEMORIAL PUBLIC LIBRARY | ||||||||
| P O Box 57 | Brooklin | ME | 04616 | NONE | PC | CHARITable | $6,500 | |
| GOLDWATER INSTITUTE | ||||||||
| 500 East Coronado Road | Phoenix | AZ | 85004 | NONE | PC | CHARITable | $25,000 | |
| MOUNT VERNON LADIES ASSOCIATION | ||||||||
| P O Box 110 | Mount Vernon | VA | 22121 | NONE | PC | CHARITable | $25,000 | |
| The Willow School | ||||||||
| 1150 Pottersville Road | Gladstone | NJ | 07934 | NONE | PC | CHARITable | $5,000 | |
| The Witherspoon Institute | ||||||||
| 16 Stockton Street | Princeton | NJ | 08540 | NONE | PC | CHARITable | $100,000 | |
| THE FEDERALIST SOCIETY | ||||||||
| 1776 I Street NW | Washington | DC | 20006 | NONE | PC | CHARITABLE | $225,000 | Suite 300 |
| GREAT SCHOOLS FOR ALL CHILDREN | ||||||||
| 3 Bellflower Road | Ballston Spa | NY | 12020 | None | PC | Charitable | $120,000 | |
| CAPITAL RESEARCH CENTER | ||||||||
| 1513 16th Street NW | Washington | DC | 200361480 | none | PC | charitable | $20,000 | |
| Weil Cornell Medical Center | ||||||||
| 1300 York Avenue | New York | NY | 10065 | none | PC | charitable | $1,000 | Box 314 |
| West Amwell Fire Company | ||||||||
| P O Box 379 | Lambertville | NJ | 08530 | none | PC | charitable | $2,000 | |
| Woodlawn Conservancy | ||||||||
| 4199 Webster Avenue | Bronx | NY | 10470 | none | PC | charitable | $1,000 | |
| CENTER FOR COMPETITIVE POLITICS | ||||||||
| 124 West Street South | Alexandria | VA | 22314 | none | PC | charitable | $50,000 | Suite 201 |
| BLUE HILL MEMORIAL HOSPITAL Foundation | ||||||||
| 57 Water Street | Blue Hill | ME | 04614 | none | PC | charitable | $10,000 | |
| FRIENDS OF ACADIA | ||||||||
| 43 Cottage Street | Bar Harbor | ME | 04609 | none | PC | charitable | $2,500 | P O Box 45 |
| World Monuments Fund | ||||||||
| 350 Fifth Avenue Suite 2412 | New York | NY | 10118 | none | PC | charitable | $50,000 | |
| Ballotpedia | ||||||||
| 8383 Greenway Blvd Suite 600 | Middleton | WI | 53562 | NONE | PC | CHARITABLE | $5,000 | |
| Franklin Center for Government & Public Integrity | ||||||||
| 1229 King Street | Alexandria | VA | 22314 | none | PC | Charitable | $5,000 | 3rd Floor |
| Brooklin Volunteer Fire Company | ||||||||
| P O Box 17 | Brooklin | ME | 04616 | none | PC | Charitable | $2,000 | |
| Center for Equal Opportunity | ||||||||
| 7700 Leesburg Pike No 231 | Falls Church | VA | 22043 | none | PC | charitable | $25,000 | |
| Free to Choose Network | ||||||||
| 2002 Filmore Avenue | Erie | PA | 16506 | none | PC | charitable | $10,000 | |
| Goodman Institute for Public Policy Research | ||||||||
| 6335 W Northwest Hwy | Dallas | TX | 75225 | none | PC | charitable | $50,000 | Apt 2111 |
| Gilder Lehramn Institute of American History | ||||||||
| 49 West 45th Street 6th Floor | New York | NY | 10036 | none | PC | charitable | $100,000 | |
| The Hospital for Special Surgery Fund Inc | ||||||||
| 535 East 70th Street | New York | NY | 10021 | none | PC | charitable | $10,000 | |
| Media Research Center Inc | ||||||||
| 1900 Campus Commons Drive | Reston | VA | 20191 | none | PC | charitable | $200,000 | Suite 600 |
| National Review Institute | ||||||||
| 233 Pennsylvania Ave SE | Washington | DC | 20003 | none | PC | charitable | $50,000 | |
| New York Presbyterian Fund Inc | ||||||||
| 525 East 68th Street | New York | NY | 10065 | none | PC | charitable | $15,000 | Box 156 |
| Parents Televison Council Inc | ||||||||
| 707 Wilshire Blvd Ste 2075 | Los Angeles | CA | 90017 | none | PC | charitable | $100,000 | |
| Peninsula Ambulance Corps | ||||||||
| P O Box 834 | Blue Hill | ME | 04614 | none | PC | charitable | $5,000 | |
| Special Operations Warrior Foundation | ||||||||
| 1137 Marbella Plaza Drive | Tampa | FL | 33619 | none | PC | charitable | $10,000 | |
| Tailesin Preservation Inc | ||||||||
| Frank Lloyd Wright Visitor Center | Spring Green | WI | 535888027 | none | PC | charitable | $1,000 | 5607 County Road C |
| The New York Public Library | ||||||||
| Fifth Avenue at 42nd Street | New York | NY | 10018 | none | PC | charitable | $250,000 | |
| New York Historical Society | ||||||||
| 170 Central Park West | New York | NY | 10024 | none | PC | charitable | $50,000 | Richard Gilder Way |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,944,000 | 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 | $25,408 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,231 | 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 | $7,784,973 | 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 | $8,078,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,078,612 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING, TAX RETURN | |||
| PREPARATION AND CONSULTING | $8,860 | $4,430 | $4,430 |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NJ does not require a copy of the 990-PF | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $27,615,398 | EOYBookValueAmt |
| EOYFMV | $30,524,446 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $186,989 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $186,989 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FOREIGN INCOME TAXES |
| FEDERAL TAX |
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