ISLAND FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ISLAND FOUNDATION (EIN 84-0715001)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-01
- IRS object ID
- 201742139349100719
- 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
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-01T15:11:46-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ChadwickSteinkirchnerDavis & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North 5th Street Suite 401 | AddressLine1Txt |
| City | Grand Junction | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 815012645 | 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 | 840715001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISLA | BusinessNameControlTxt |
| Phone | 6508513009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3346 SOUTH XANTHIA CT | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80231 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER SEDGWICK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6508513009 | PhoneNum |
| Signature | 2017-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE A KEELER CPA | PreparerPersonNm |
| Phone | 9702453000 | PhoneNum |
| Preparation | 2017-08-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.145.81.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-01 | IPDt |
| IP Tm | 15:11:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A028DA4BA8DCD09641EDBC47E87BF3C990273FB5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 27D265AB0CE57D7ED8922AD6E6192C2AFC9D4B3F | 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 | $519,370 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,736 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,736 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $24,181 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $800 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,917 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,736 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $350 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $350 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,553 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,553 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,553 | AccountingFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $66 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $66 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $66 | InterestAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $835 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $835 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $835 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $3,776 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,776 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $3,776 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $23,943 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $23,943 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $23,943 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,021 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,021 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $34,544 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,778 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $34,544 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,778 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $318,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $288,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $517,283 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,580 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,493 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,923 | LandBOYAmt |
| Land EOY | $2,087 | LandEOYAmt |
| Land EOYFMV | $2,087 | LandEOYFMVAmt |
| Total Assets BOY | $321,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $290,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $519,370 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,556 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,333 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $11,254 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $727 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,060 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $302,534 | CapitalStockBOYAmt |
| Capital Stock EOY | $287,929 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $302,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $287,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $321,344 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $290,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $302,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,786 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,181 | OtherIncreasesAmt |
| Subtotal | $287,929 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $287,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 500 SHARES INTEL CORP | P | 2001-06-30 | 2016-08-11 | $17,421 | $0 | $1,514 | $15,907 | $0 | $0 | $0 | $15,907 |
| 100 SHARES MICROSOFT CORP | P | 2007-12-01 | 2016-12-08 | $6,009 | $0 | $3,522 | $2,487 | $0 | $0 | $0 | $2,487 |
| 1,000 SHARES MILLER HERMAN INC | P | 2013-05-01 | 2016-04-07 | $30,270 | $0 | $24,483 | $5,787 | $0 | $0 | $0 | $5,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,181 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $562,171 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065283 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,793 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $586,747 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062707 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,494 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $535,869 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.122220 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,161 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $500,411 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.198159 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,613 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $466,988 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.194037 | DistributionYr5Rt |
| Total Distribution | 0.642406 | TotalDistributionRt |
| Average Distribution | 0.128481 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $511,905 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,770 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,770 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,778 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $971 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $971 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$971 | OriginalReturnOverpaymentAmt |
| Overpayment | $971 | OverpaymentAmt |
| Applied To ES Tax | $100 | AppliedToESTaxAmt |
| Refund | $871 | RefundAmt |
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 | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WALTER SEDGWICK | IndividualWithBooksNm |
| Phone | 6508513009 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 OLD LA HONDA RD | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | WALTER SEDGWICK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 OLD LA HONDA RD | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/TREAS/DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT THE SERVICE OF FOUNDATION STAFF ON 3 BOARDSTHE WILDLIFE CONSERVATION SOCIETY,TURTLE SURVIVALALLIANCE, AND BAT CONSERVATION INTERNATIONAL. | Description1Txt |
| Expenses1 | $23,943 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $519,701 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $519,701 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $519,701 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $511,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,778 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,778 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,778 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $90,613 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,125 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,461 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,793 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $330,692 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,778 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $14,778 | RemainingDistriFromCorpusAmt |
| Total Corpus | $345,470 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $90,613 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $254,857 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,125 | ExcessFromYear4Amt |
| Excess From Year3 | $66,461 | ExcessFromYear3Amt |
| Excess From Year2 | $36,793 | ExcessFromYear2Amt |
| Excess From Year1 | $36,700 | ExcessFromYear1Amt |
| Excess From Current Year | $14,778 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1976-09-17 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,778 | CurrentYearAmt |
| Year1 | $36,700 | Year1Amt |
| Year2 | $36,793 | Year2Amt |
| Year3 | $66,461 | Year3Amt |
| Total | $154,732 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,778 | CurrentYearAmt |
| Year1 | $36,700 | Year1Amt |
| Year2 | $36,793 | Year2Amt |
| Year3 | $66,461 | Year3Amt |
| Total | $154,732 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,063 | CurrentYearAmt |
| Year1 | $18,739 | Year1Amt |
| Year2 | $19,558 | Year2Amt |
| Year3 | $17,862 | Year3Amt |
| Total | $73,222 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTER SEDGWICK | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SAVENATUREORG | ||||||
| 699 MISSISSIPPI SUITE 106 | SAN FRANCISCO | CA | 94107 | EXEMPT | GENERAL FUND | $250 |
| UC SANTA BARBARA | ||||||
| 3101 SAASB | SANTA BARBARA | CA | 93106 | EXEMPT | GENERAL FUND | $2,500 |
| ISLAND PRESS | ||||||
| 2000 M STREET NW 650 | WASHINGTON | DC | 20036 | EXEMPT | GENERAL FUND | $1,000 |
| STANFORD UNIVERSITY | ||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | EXEMPT | GENERAL FUND | $1,000 |
| MENLO SCHOOL | ||||||
| 50 VALPARAISO AVENUE | ATHERTON | CA | 94027 | EXEMPT | GENERAL FUND | $3,078 |
| HAWKEN SCHOOL | ||||||
| 12465 COUNTY LINE RD | GATES MILLS | OH | 44040 | EXEMPT | GENERAL FUND | $1,000 |
| AMERICAN LYME DISEASE FOUNDATION INC | ||||||
| PO BOX 466 | LYME | CT | 06371 | EXEMPT | GENERAL FUND | $600 |
| TURTLE SURVIVAL ALLIANCE FOUNDATION | ||||||
| 1989 COLONIAL PARKWAY | FORT WORTH | TX | 76110 | EXEMPT | GENERAL FUND | $2,000 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | EXEMPT | GENERAL FUND | $2,000 |
| NARAL PRO-CHOICE AMERICA | ||||||
| 1156 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | EXEMPT | GENERAL FUND | $1,000 |
| HARVARD UNIVERSITY | ||||||
| 30 DUNSTER STREET | CAMBRIDGE | MA | 02138 | EXEMPT | GENERAL FUND | $150 |
| PACIFIC FOREST TRUST | ||||||
| 1001 OREILLY AVENUE | SAN FRANCISCO | CA | 94129 | EXEMPT | GENERAL FUND | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,778 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,917 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CSD & CO., PC PREPARATION OF TAX RETURNS | CategoryTxt |
| Amt | $1,553 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCOUNT | StockNm |
| EOY Book Value | $288,902 | EOYBookValueAmt |
| EOYFMV | $517,283 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $22,580 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $20,493 | AccumulatedDepreciationAmt |
| Book Value | $2,087 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JOHN J. OCONNOR JR PC LEGAL | CategoryTxt |
| Legal Fees | $350 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TELECOMMUNICATIONS | $1,407 | $1,407 | $1,407 |
| OFFICE EXPENSES | $776 | $776 | $776 |
| BANK FEES | $1,838 | $1,838 | $1,838 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUNDS | Desc |
| Revenue And Expenses Per Books | $800 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS FROM SALE OF STOCKS | Desc |
| Amt | $24,181 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN DEBT | Desc |
| BOY Book Value | $11,254 | BOYBookValueAmt |
| EOY Book Value | $727 | EOYBookValueAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN DEBT | Desc |
| BOY Book Value | $11,254 | BOYBookValueAmt |
| EOY Book Value | $727 | EOYBookValueAmt |
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