FREDERICK HENRY PRINCE TESTAMENTARY TRUST: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FREDERICK HENRY PRINCE TESTAMENTARY TRUST (EIN 36-6009208)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-10-27
IRS object ID
201633019349100203
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-10-27T13:00:06-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE HORWATH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 West Wacker DriveAddressLine1Txt
Address Line2Suite 2600AddressLine2Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061224ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366009208EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FREDERICK HENRY PRINCE TESTAMENTARY TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFREDBusinessNameControlTxt
Phone3124198700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1140 SOUTH DEARBORN STREET 1410AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonToni DobbinsPersonNm
Person TitleOfficerPersonTitleTxt
Signature2016-10-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole BencikPreparerPersonNm
PTINP00756195PTIN
Phone3128997000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization4947a1 Trtd PFYes (X)Organization4947a1TrtdPFInd
FMV Assets EOY$102,109,079FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$67,500InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$67,500InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,875,226NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,875,226GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,875,226CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$2,311,166OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,311,166OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$6,253,892TotalRevAndExpnssAmt
Total Net Invst Incm$6,253,892TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$70,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$35,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$35,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$443,789OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$45,158OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$398,631OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$158,699PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$17,854PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$140,845PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,354LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$6,354LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,120AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,480AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$182,020OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$753OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$181,267OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$127,291TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,186TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$55,105TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$4,027DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$96,490OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$96,490OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$76,008TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$76,008TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$108,068OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$416OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$107,652OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,284,346TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$117,487TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,100,832TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,337,971ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,337,971ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,622,317TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$117,487TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,438,803TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$631,575ExcessRevenueOverExpensesAmt
Net Investment Income$6,136,405NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$591,706CashBOYAmt
Cash EOY$620,506CashEOYAmt
Cash EOYFMV$620,506CashEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$1,800,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$1,800,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,800,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,800,000OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$6,549PrepaidExpensesBOYAmt
Prepaid Expenses EOY$6,549PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$6,549PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$105,724,815OtherInvestmentsBOYAmt
Other Investments EOY$99,668,674OtherInvestmentsEOYAmt
Other Investments EOYFMV$99,668,674OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$128,859LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$115,509LandBldgEquipAccumDeprecAmt
Land BOY$17,377LandBOYAmt
Land EOY$13,350LandEOYAmt
Land EOYFMV$13,350LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$108,140,447TotalAssetsBOYAmt
Total Assets EOY$102,109,079TotalAssetsEOYAmt
Total Assets EOYFMV$102,109,079TotalAssetsEOYFMVAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$108,140,447CapitalStockBOYAmt
Capital Stock EOY$102,109,079CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$108,140,447TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$102,109,079TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$108,140,447TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$102,109,079TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$108,140,447TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$631,575ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$108,772,022SubtotalAmt
Other Decreases$6,662,943OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$102,109,079TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PRINCE CHARITABLE TRUST POOLED FUND ST$35,912$35,912$0$35,912
PRINCE CHARITABLE TRUST POOLED FUND LT$3,839,314$3,839,314$0$3,839,314
FieldValueIRS element (for citing)
Capital Gain Net Income$3,875,226CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,463,895AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$106,915,509NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051105DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,495,847AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$100,567,088NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044705DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,706,139AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$92,477,282NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050890DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,009,998AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$93,469,478NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053600DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,370,612AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$88,909,686NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049158DistributionYr5Rt
Total Distribution0.249458TotalDistributionRt
Average Distribution0.049892AverageDistributionRt
Net Vl Noncharitable Assets$104,092,727NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,193,394AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$61,364NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,254,758AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,438,803QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$61,364InvestmentIncomeExciseTaxAmt
Subtotal$61,364SubtotalAmt
Tax Based On Investment Income$61,364TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$133,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$133,600TotalPaymentsAndCreditsAmt
Overpayment$72,236OverpaymentAmt
Applied To ES Tax$72,236AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.PRINCETRUSTS.ORGWebsiteAddressTxt
Individual With BooksTONI DOBBINSIndividualWithBooksNm
Phone3124198700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1140 SOUTH DEARBORN STREET STE 1410AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041Yes (X)NECTFilingInLieuOFForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FREDERICK H PRINCE
140 SOUTH DEARBORN STREET 1410CHICAGOIL60603TRUSTEE3.000$35,000$0$0
PATRICK WOOD-PRINCE
140 SOUTH DEARBORN STREET 1410CHICAGOIL60603TRUSTEE3.000$35,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
KRISTIN PAULY
816 Connecticut AveWASHINGTONDC20006Managing Director35.000$134,790$34,066$34,066
BRENNA WILDE
140 SOUTH DEARBORN STREET 1410CHICAGOIL60603Director of Arts15.000$137,917$14,090$14,090
CHARLES TWICHELL
140 SOUTH DEARBORN STREET 1410CHICAGOIL60603Managing Director35.000$134,278$51,701$51,701
TONI DOBBINS
140 SOUTH DEARBORN STREET 1410CHICAGOIL60603Dir of Acct & Hr35.000$97,205$40,673$40,673
SHARON ROBINSON
140 SOUTH DEARBORN STREET 1410CHICAGOIL60603Grants Manager35.000$82,726$41,763$41,763
FieldValueIRS element (for citing)
Other Employee Paid Over50k2OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$104,518,840AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,159,056AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$105,677,896TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$105,677,896AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,585,169CashDeemedCharitableAmt
Net Vl Noncharitable Assets$104,092,727NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,204,636MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,204,636MinimumInvestmentReturnAmt
Tax Based On Investment Income$61,364TaxBasedOnInvestmentIncomeAmt
Total Tax$61,364TotalTaxAmt
Distributable Before Adj$5,143,272DistributableBeforeAdjAmt
Distributable Before Ded$5,143,272DistributableBeforeDedAmt
Distributable As Adjusted$5,143,272DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,438,803ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$5,438,803QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$61,364PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,377,439AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,143,272DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$97,814ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$174,689ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$267,132ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$539,635TotalExcessDistributionCyovAmt
Qualifying Distributions$5,438,803QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,143,272AppliedToCurrentYearAmt
Remaining Distri From Corpus$295,531RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$835,166TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$835,166ExcessDistriCyovToNextYrAmt
Excess From Year4$97,814ExcessFromYear4Amt
Excess From Year3$174,689ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$267,132ExcessFromYear1Amt
Excess From Current Year$295,531ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

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

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

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

Qualifying Distributions QualifyingDistributionsGrp

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

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

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

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPRINCE CHARITABLE TRUSTSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1140 S DEARBORN ST STE 1410AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3124198700RecipientPhoneNum
Form And Info And MaterialsWRITTEN PROPOSALS, IRS LETTER OF DETERMINATION UNDER SECTION 509(A), CURRENT BUDGET, AUDITED FINANCIAL STATEMENTS, DESCRIPTIVE LITERATURE. THE APPLICATION IS AVAILABLE ONLINE AT THE FOLLOWING WEBSITE: HTTP://PRINCETRUSTS.ORG/CHICAGO/CHICAGO-APPLICATION-PROCEDURES/FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE RECEIVED THROUGHOUT THE YEAR. DEADLINES USUALLY ARE IN JAN, MAY AND JUNE.SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (268 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Albany Park Theater Project
PO Box 25072ChicagoIL60625NONEPCgeneral operating support$1,000
Albany Park Theater Project
PO Box 25072ChicagoIL60625NONEPCgeneral operating support$1,700
Allendale Association Inc
PO Box 1088Lake VillaIL60046NONEPCgeneral operating support$3,000
Allendale Association Inc
PO Box 1088Lake VillaIL60046NONEPCfor the Allendale Shelter Club$2,500
Alliance for the Great Lakes
17 North State Street Suite 1390ChicagoIL60602NONEPCChicago Coastal Open Space Program$25,000
America Scores Chicago
600 West Cermak RoadChicagoIL60616NONEPCPeer Skill Share Program$400
America Scores Chicago
600 West Cermak RoadChicagoIL60616NONEPCPeer Skill Share Program$200
American Showcase Theatre Co Inc
1201 North Royal StreetAlexandriaVA22314NONEPCgeneral operating support$5,000
American University
4400 Massachusetts Ave NWWashingtonDC20016NONEPCfor a film about the Campaign to Stop Disney's America$4,500
American University
4400 Massachusetts Ave NWWashingtonDC20016NONEPCfor the acquisition and broadcast of Car Talk$1,500
Animal Welfare League
10305 Southwest HighwayChicago RidgeIL60415NONEPCgeneral operating support$500
Animal Welfare League
10305 Southwest HighwayChicago RidgeIL60415NONEPCgeneral operating support$2,000
Ann & Robert H Lurie Childrens Hospital of Chicago
225 East Chicago AvenueChicagoIL60611NONEPCConsortium to Lower Obesity in Chicago Children$45,000
Aquidneck Land Trust
790 Aquidneck AvenueMiddletownRI02842NONEPCgeneral operating support$50,000
Arcadia Food Inc
2000 Mount Vernon AvenueAlexandriaVA22301NONEPCfor the Veteran Farmer Program$15,000
Art Institute of Chicago
111 South Michigan AvenueChicagoIL60603NONEPCtoward the Auxiliary Board's commitment to the "Margritte: The Mystery of The Ordinary" exhibit$25,000
Art Institute of Chicago
111 South Michigan AvenueChicagoIL60603NONEPCgeneral operating support$2,500
Artstream Inc
620 Pershing DriveSilver SpringMD20910NONEPCfor You Are a Work of Art, a Hospital Morale Program for Nurses at Walter Reed National Military Center$15,000
Association House of Chicago
1116 North Kedzie AvenueChicagoIL60651NONEPCFamily Literacy Program$20,000
Baffler Foundation
PO Box 390049CambridgeMA02139NONEPCgeneral operating support$1,000
Ballet Theatre Foundation Inc
890 Broadway 3rd FloorNew YorkNY10003NONEPCfor the Annual Residency at the Kennedy Center and in Recognition of the 75th Anniversary$5,000
Best Pets Inc
4567 West Moncrieff PlaceDenverCO80212NONEPCgeneral operating support$5,000
Blue Kids Foundation
10754 South Rhodes AvenueChicagoIL60628NONEPCgeneral operating support$750
Boston Symphony Orchestra Inc
301 Massachusetts AvenueBostonMA02115NONEPCin honor of Ellen Highstein, Director, Tanglewood Music Center$1,500
Boys Clubs & Girls Clubs of Newport County Inc
95 Church StreetNewportRI02840NONEPCgeneral operating support$40,000
Newport Partnership for Families
95 Church StreetNewportRI02840NONENCfor the Reading Reaps Rewards Summer Reading Program paid through Boys Clubs & Girls Clubs of Newport County Inc.$6,000
Brooks School
1160 Great Pond RoadNorth AndoverMD01845NONEPCBooks Fund & Class of '65 Challenge$50,000
Brooklyn Friends School
375 Pearl StreetBrooklynNY11201NONEPCgeneral operating support$200
Building Bridges Across the River
1901 Mississippi Avenue SEWashingtonDC20020NONEPCcapital support$25,000
Bull Run Mountains Conservancy
PO Box 210Broad RunVA20137NONEPCgeneral operating support$200
Bull Run Mountains Conservancy
PO Box 210Broad RunVA20137NONEPCgeneral operating support$400
C & O Canal Trust Inc
1850 Dual Highway Suite 100HagerstownMD21740NONEPCgeneral operating support$7,500
Cairn Rescue USA
67 Richards StreetGenevaIL60134NONEPCgeneral operating support$1,000
Capital Fringe Inc
607 New York Avenue NWWashingtonDC20001NONEPCgeneral operating support$5,000
Carmen Pampa Fund
PO Box 131145St PaulMN55113NONEPCgeneral operating support$1,000
Catholic Charities of the Archdiocese of Chicago
721 N LaSalle StreetChicagoIL60654NONEPCSt. Leo's Campus for Veterans general operating support$20,000
Center for Community Alternatives
115 East Jefferson StreetSyracuseNY13202NONEPCgeneral operating support$500
Center for Watershed Protection
3290 North Ridge Road Suite 290Ellicott CityMD21043NONEPCfor Goose Creek: A Decade (and More) Later$15,000
Center on Budget and Policy Priorities
820 First Street NE Suite 510WashingtonDC20002NONEPCfor improving morale for DC-based nurses and community based health clinic staff$10,000
Chesapeake Bay Foundation Inc
6 Hendrom AvenueAnnapolisMD21401NONEPCfor the Grazing Network$25,000
Chicago Alliance to End Homelessness
651 West Washington Suite 504ChicagoIL60661NONEPCgeneral operating support$15,000
Chicago Alliance to End Homelessness
651 West Washington Suite 504ChicagoIL60661NONEPCPeer Skill Share Program$400
Chicago Childrens Choir
78 East Washington Street 5th FloorChicagoIL60602NONEPCgeneral operating support$20,000
Chicago Foundation for Women
140 South DearbornChicagoIL60603NONEPC30th Annual Luncheon and Symposium$5,000
Chicago Foundation for Women
140 South DearbornChicagoIL60603NONEPC30th Annual Luncheon and Symposium$100
Chicago Horticultural Society
1000 Lake Cook RoadGlencoeIL60022NONEPC2015 Summer Dinner Dance$10,000
Chicago Rehabilitation Network
140 South DearbornChicagoIL60603NONEPCgeneral operating support$3,000
Chicago Shakespeare Theater
800 East Grand AvenueChicagoIL60611NONEPCgeneral operating support-Peer Skill Share Program$200
Chicago Symphony Orchestra
220 South Michigan AvenueChicagoIL60604NONEPCCitizen Musician Fellowship Program$25,000
Chicago Theatre Group Inc
170 North DearbornChicagoIL60601NONEPCsupport Silver LEED certification in the Alice B. Rapoport Center for Education and Engagement$200,000
Chicago Theatre Group Inc
170 North DearbornChicagoIL60601NONEPCgeneral operating support$25,000
Chicago Theatre Group Inc
170 North DearbornChicagoIL60601NONEPCgeneral operating support$5,000
Child and Family Services of Newport County
31 John Clarke RoadMiddletownRI02842NONEPCInstitutional Advancement and Capacity-Building$30,000
Childrens Home & Aid Society of Illinois
125 South Wacker Drive 14th FloorChicagoIL60606NONEPCfor the Early Childhood Quality Imitative at the Mitzi Friedheim Englewood Child & Family Center$25,000
ChildServ
8765 West Higgins Road Suite 450ChicagoIL60631NONEPCIllinois Military Families Initiative$20,000
Chinese American Service League Inc
2141 South Tan CourtChicagoIL60616NONEPCTwo-Year Old Classroom$15,000
Christopher House
5235 W Belden AvenueChicagoIL60639NONEPCsocial work services in the infant and preschool classrooms$25,000
Christopher House
5235 W Belden AvenueChicagoIL60639NONEPCPeer Skill Share Program$200
Christopher House
5235 W Belden AvenueChicagoIL60639NONEPCPeer Skill Share Program$200
Church Community Housing Corporation
50 Washington SquareNewportRI02840NONEPCNewport Spring Site$12,000
Citizens Association of Georgetown
1365 Wisconsin Avenue NW Suite 200WashingtonDC20007NONEPCfor Annual Support$2,500
City Wildlife Inc
3400 Reservoir Road NWWashingtonDC20007NONEPCgeneral operating support$2,500
Colorado Horse Rescue
10386 North 65th StreetLongmontCO80503NONEPCfor the Jenny Logan Fund$200
Columbia Land Trust
1351 Officers RowVancouverWA98661NONEPCgeneral operating support$5,000
Community MusicWorks
1392 Westminster StreetProvidenceRI02909NONEPCNewport String Project$30,000
Community of Hope
4 Atlantic Street SWWashingtonDC20032NONEPCfor health services$15,000
Company of the Redwood Library and Athenaeum
50 Bellevue AvenueNewportRI02840NONEPCAnnual Fund$1,000
Company of the Redwood Library and Athenaeum
50 Bellevue AvenueNewportRI02840NONEPCgeneral operating support$25,000
Concordia Place
3300 North Whipple AvenueChicagoIL60618NONEPCchild development support at the Early Learning Program$20,000
Conservative Law Foundation Inc
62 Summer StreetBostonMA02110NONEPCwork on Aquidneck Island$25,000
Corporation for Supportive Housing
205 W Randolph Street 23rd FloorChicagoIL60601NONEPCChicago Veterans Project$20,000
Council on Foundations Inc
2121 Crystal Drive Suite 700ArlingtonVA22202NONEPCgeneral operating support$4,500
Court Theatre Fund
5535 South Ellis AvenueChicagoIL60637NONEPCgeneral operating support$20,000
Cultural Development Corporation of the District of Columbia
916 G Street NWWashingtonDC20001NONEPCgeneral operating support of Source Festival$5,000
Day One
100 Medway StreetProvidenceRI02906NONEPCgeneral operating support for the Aquidneck Island Programs$20,000
Days End Farm Horse Rescue
PO Box 309LisbonMD21765NONEPCgeneral operating support$2,500
Democracy Now Productions Inc
207 W 25th Street 11th floorNew YorkNY10001NONEPCgeneral operating support$2,000
District of Columbia Appleseed Center for Law and Justice Inc
1111 14th Street NW Suite 510WashingtonDC20005NONEPCfor CareFirst BlueCross BlueShield Reform$25,000
Donors Forum of Chicago
208 South LaSalle Street Suite 1540ChicagoIL60604NONEPCannual luncheon sponsorship and general operating support$10,000
Dumbarton Oaks Park Conservancy Inc
PO Box 32080WashingtonDC20007NONEPCgeneral operating support$20,000
East Bay Community Action Program
19 BroadwayNewportRI02840NONEPCto EBCAP for the Newport Family & Child Opportunity Zone general operating support$35,000
East Bay Community Action Program
19 BroadwayNewportRI02840NONEPCgeneral operating support$20,000
Elephant Sanctuary in Tennessee
PO Box 393HohenwaldTN38462NONEPCgeneral operating support$2,300
Environmental Film Festival in the Nations Capital
1228 1/2 31st Street NWWashingtonDC20007NONEPCIn honor of the Environmental Film Festival's 25th Anniversary and general operating support$12,500
Environmental Law & Policy Center of the Midwest
35 East Wacker DriveChicagoIL60601NONEPCPeer Skill Share Program$400
Equine Rescue League Foundation
PO Box 4366LeesburgVA20177NONEPCgeneral operating support$2,500
FabNewport Inc
1 York StreetNewportRI02840NONEPCNorth End Renaissance Program$15,000
The Fauquier Free Clinic Inc
PO Box 3138WarrentonVA20188NONEPCto implement a Morale Program in conjunction with the Clinic's Under One Roof relocation$21,000
Federal City Council
1156 15th Street NW Suite 600WashingtonDC20005NONEPCfor the Anacostia River Initiative for general operating support$15,000
Field Museum of Natural History
1400 S Lakeshore DriveChicagoIL60605NONEPCPeer Skill Share Program$600
Field Museum of Natural History
1400 S Lakeshore DriveChicagoIL60605NONEPCgeneral operating support$25,000
Field Museum of Natural History
1400 S Lakeshore DriveChicagoIL60605NONEPCPeer Skill Share Program$800
Food Research & Action Center Inc
1200 18th Street NW Suite 400WashingtonDC20036NONEPCgeneral operating support for DC Hunger Solutions$15,000
For the Love of Paws Corp
105 South Newland StreetLakewoodCO80226NONEPCgeneral operating support$3,000
Foundation Center
79 Fifth AvenueNew YorkNY10003NONEPCgeneral operating support for the Washington, DC$3,000
FRESHFARM Markets Inc
945 G Street NWWashingtonDC20001NONEPCgeneral operating support$15,000
Friends of Audubon School
3500 North Hoyne StreetChicagoIL60618NONEPCAnnual Fund$1,000
Friends of Audubon School
3500 North Hoyne StreetChicagoIL60618NONEPCfor Eve and Noah Enriquez Hawk Walk$200
Friends of the Chicago River
411 South WellsChicagoIL60607NONEPCPeer Skill Share Program$200
Friends of the Chicago River
411 South WellsChicagoIL60607NONEPCPeer Skill Share Program$200
Friends of Jones
700 South StateChicagoIL60605NONEPCAnnual Fund$5,000
Friends of the Parks
17 North State Street Suite 1450ChicagoIL60602NONEPCsupport for youth programming in Chicago Parks$25,000
Future Harvest Inc
9407 Hale PlaceSilver SpringMD20910NONEPCChesapeake Foodshed Network to develop an intentional network of regional organizations and food sectors to increase the supply of locally-grown food in the Chesapeake region. Incl Baltimore and DC$20,000
Future Harvest Inc
9407 Hale PlaceSilver SpringMD20910NONEPCgeneral operating support$30,000
Georgetown Village Inc
PO Box 3563WashingtonDC20027NONEPCgeneral operating support$5,000
Garfield Park Conservatory Alliance
300 N Central Park AvenueChicagoIL60624NONEPCgeneral operating support$25,000
Girls on the Run Chicago
1415 N Dayton Street Suite 112ChicagoIL60642NONEPCfor Girls on the Run Chicago$100
Give Back Yoga Foundation
900 Baseline Road 13BBoulderCO80302NONEPCgeneral operating support$200
Glass Slipper Project
PO Box 577915ChicagoIL60657NONEPCgeneral operating support$750
Grantmakers in the Arts
4055 21st Avenue West Suite 100SeattleWA98199NONEPCgeneral operating support$2,000
Greater Washington Educational Telecommunications Association Inc
3939 Campbell AvenueArlingtonVA22206NONEPCfor broadcast of Classical WETA's Opera House$5,000
Green Hollow Center Inc
1647 Bernay LaneLong GroveIL60047NONEPCin memory of William G Blackburn$250
Grow Smart Rhode Island
235 Promenade Street Suite 550ProvidenceRI02908NONEPCgeneral operating support $35,000; "Rainy Day Reserve" $5,000$40,000
Habitat for Humanity International Inc
2201 South Halsted StreetChicagoIL60608NONEPCin support of Kristin Stewart - Team Shaun Pinkston$100Suite 1251
Health and Medicine Policy Research Group
29 East Madison Street Suite 602ChicagoIL60602NONEPCgeneral operating support$300
Healthy Schools Campaign
175 North Franklin Street Suite 300ChicagoIL60606NONEPCSpace to Grow: Greening Chicago Schoolyards$25,000
Heartland Health Outreach Inc
4750 North Sheridan Road Suite 449ChicagoIL60640NONEPCemergency housing support$25,000
Heartland International Health Center
3048 North Wilton 2nd FloorChicagoIL60657NONEPCbehavioral health services at the Hibbard Elementary Health Center$35,000
Hope for Animals Clear Creek Rescue
PO Box 63GeorgetownCO80444NONEPCgeneral operating support$3,000
Hope Funds for Cancer Research
174 Bellevue Avenue Suite 311NewportRI02840NONEPCfellowships for cancer research$5,000
Howard Area Community Center
7648 North Paulina StreetChicagoIL60626NONEPCfor the Conscience Discipline Program$10,000
Initiative to Educate Afghan Women
PO Box 603188ProvidenceRI02906NONEPCgeneral operating support$2,500
Inspiration Community Inc
9721 Sherwood Farm RoadOwings MillMD21117NONEPCfor Breath Baltimore and the Inspiration Fellowship Program$500
International Association for World Peace
3121 North Lincoln AvenueChicagoIL60657NONEPCgeneral operating support$200
International Tennis Hall of Fame Incorporated
194 Bellevue AvenueNewportRI02840NONEPCnaming rights for the viewing gallery of the new squash facility$75,000
Island Moving Company
PO Box 746NewportRI02840NONEPCgeneral operating support$25,000
Jacobs Pillow Dance Festival Inc
358 George Carter RoadBecketMA01223NONEPCgeneral operating support for the 2016 season$80
John F Kennedy Center for the Performing Arts
2700 F Street NWWashingtonDC20566NONEPCto support the Washington National Opera's production of Wagner's Ring Cycle$50,000
Josie King Foundation Inc
6137 Barroll RoadBaltimoreMD21209NONEPCfor development of the Blue Sky Infusion Project$40,000
Journey Through Hallowed Ground
PO Box 77WaterfordVA20197NONEPCgeneral operating support$50,000
Lambs Farm Inc
PO Box 520LibertyvilleIL60048NONEPCgeneral operating support$4,500
Land Trust Alliance Incorporated
1660 L Street NWWashingtonDC20036NONEPCto the Land Trust Alliance for Chesapeake Bay Land Trust Assessment$10,000
Land Trust of Virginia Inc
PO Box 14MiddleburgVA20118NONEPCfor LTV's Rural Village Program to expand conservation easement outreach in northern and western Fauquier Counties$5,000
Latin School of Chicago
59 W North BoulevardChicagoIL60610NONEPCgeneral operating support$5,000
Lawndale Christian Health Center
3860 West Ogden AvenueChicagoIL60623NONEPCproject to address childhood obesity$35,000
Lucys Hearth
913 West Main RoadMiddletownRI02842NONEPCgeneral operating support$25,000
Madeira School Inc
8328 Georgetown PikeMcLeanVA22102NONEPCfor the Dorm Modernization Project and the Residential Life Program$100,000
Make a Wish Foundation of Northern Illinois
640 North LaSalle Street Suite 280ChicagoIL60654NONEPCWish Allocation Fund$2,500
Maret School Inc
3000 Cathedral Avenue NWWashingtonDC20008NONEPCfor the 2015-2016 Annual Fund$200
Marthas Table
2114 14th Street NWWashingtonDC20009NONEPCfor the Joyful Food Markets Summer Program$15,000
Martin Luther King Community Center
20 Dr Marcus F Wheatland BoulevardNewportRI02840NONEPCgeneral operating support$25,000
MedStar-Georgetown Medical Center Inc
3800 Reservoir Road NWWashingtonDC20007NONEPCfor the Nurses' Lounge Renovation$50,000
Metropolitan Family Services
One North DearbornChicagoIL60602NONEPCmental health services at the Learning and Wellness Center$25,000
Metropolitan Opera Association Inc
Lincoln CenterNew YorkNY10023NONEPCfor the Annual Fund at the Premiere Circle Benefactor level$15,000
Metropolitan Washington Council of Governments
777 North Capital Streeet NEWashingtonDC20002NONEPCfor the Value Chain Coordinator at the Washington Council of Governments$25,000
Middleburg Humane Foundation
PO Box 1238MiddleburgVA20118NONEPCgeneral operating support$2,500
Millennium Park Inc
201 East Randolph StreetChicagoIL60601NONEPCFounders Appeal$10,000
The Miriam Hospital
164 Summit AvenueProvidenceRI02906NONEPCsupport for uncompensated healthcare$5,000
Music and Dance Theater Chicago Inc
205 East Randolph DriveChicagoIL60601NONEPCAspen Festival Residency at Harris Theater during 2016/2016 Season$25,000
N1 Foundation Inc
68 Jay Street 405BrooklynNY11201NONEPCgeneral operating support for N+1 Magazine$1,000
NAACP Legal Defense Fund
40 Rector Street 5th FloorNew YorkNY10006NONEPCgeneral operating support$750
National Education for Assistance Dog
PO Box 1100PrincetonMA01541NONEPCservice dog programs in the Washington, DC metro area and Rhode Island$5,000
National Gallery of Art
2000B South Club DriveLandoverMD20785NONEPCCollectors' Committee $15000; Exhibition Circle $20000$35,000
National Sporting Library Incorporated
PO Box 1335MiddleburgVA20118NONEPCgeneral operating support$5,000
National Theatre Corporation
1321 Pennsylvania Ave NWWashingtonDC20004NONEPCsupport the National Children's Theatre $2,500; Circle Membership $2,500$5,000
National Wildlife Federation
1100 Wildlife Center DriveRestonVA20190NONEPCChoose Clean Water Coalition $50,000; one-time grant for TMDL mid point assessment work by Verna Harrison $15,000$65,000
Elmwood Cemetery Preservation Fund
6320 Brookside Plaza 213Kansas CityMO64113NONENCfor the preservation and restoration of the Armour Chapel Bell Tower and main chapel roof at Elmwood Cemetery paid through Native Sons and Daughters of Greater Kansas City Inc$30,000
Nature Conservancy
4245 N Fairfax Drive Suite 100ArlingtonVA22203NONEPCgeneral operating support$5,000
Near North Montessori School
1434 West Division StreetChicagoIL60622NONEPCAnnual Fund$6,000
The New York Public Library Astor Lenox and Tilden Foundations
Fifth Avenue and 42nd StreetNew YorkNY10018NONEPCfor the Library Luncheon$25,000
Newport Art Museum and Art Association
76 Bellevue AvenueNewportRI02840NONEPCgeneral operating support$25,000
Newport Community School
55 BroadwayNewportRI02840NONEPCfor the NCS Connects program$10,000
Newport County Womens Resource Center
114 Touro StreetNewportRI02840NONEPCgeneral operating support$30,000
Newport Historical Society
82 Touro StreetNewportRI02840NONEPCgeneral operating support $25,000; one time grant to support enhanced staffing plan $25,000$50,000
Newport Historical Society
82 Touro StreetNewportRI02840NONEPCNewport Antiques Show$5,000
Newport Hospital Foundation Inc
11 Friendship StreetNewportRI02840NONEPCto support uncompensated care for the residents of Newport$10,000
The Newport Tree Society
320 Thames Street Suite 278NewportRI02840NONEPCgeneral operating support$15,000
The Newport Tree Society
320 Thames Street Suite 278NewportRI02840NONEPCPhase II of the Newport Parks & Opens Space Master Plan$20,000
New Venture Fund
1201 Connecticut Avenue NW Suite 33WashingtonDC20036NONEPCto the New Venture Fund for the Chesapeake Bay Funders Network for general operating support$10,000
New Venture Fund
1201 Connecticut Avenue NW Suite 33WashingtonDC20036NONEPCSustainable Agriculture and Food Systems Funders membership$3,000
Night Ministry
4711 N Ravenswood AvenueChicagoIL60640NONEPCInterim Youth Housing Program$15,000
Norman Bird Sanctuary Trust
583 Third Beach RoadMiddletownRI02842NONEPCgeneral operating support$25,000
Northwestern Memorial Healthcare(Northwestern Lake Forest Hospital)
660 North Westmoreland RoadLake ForestIL60045NONEPCWomen's Auxiliary Board$3,500
Northwestern Memorial Healthcare
251 East Huron Street Suite 3-200ChicagoIL60611NONEPCMaster Level Healthcare Conversations training program for residents$50,000
Openlands
25 East Washington StreetChicagoIL60602NONEPCPeer Skill Share Program$600Suite 1650
Openlands
25 East Washington StreetChicagoIL60602NONEPCPeer Skill Share Program$200Suite 1650
Orphans of the Storm
2200 Riverwoods RoadRiverwoodsIL60015NONEPCgeneral operating support$2,500
PAWS Chicago
1997 Clybourn AvenueChicagoIL60614NONEPCgeneral operating support$2,000
Peabody Essex Museum Inc
161 Essex StreetSalemMA01970NONEPCgeneral operating support$10,000
Phillips Collection
1600 21st Street NWWashingtonDC20009NONEPCfor the Annual Fund$15,000
Piedmont Environmental Council
PO Box 460WarrentonVA02188NONEPCgeneral operating support$165,000
Coalition for Smarter Growth
PO Box 460WarrentonVA20188NONENCfor the Regional Land Use, Transportation and Affordable Housing Campaigns paid through Piedmont Environmental Council$120,000
Planned Parenthood of Southern New England Inc
111 Point StreetProvidenceRI02903NONEPCPublic Policy and Advocacy Program in Rhode Island$35,000
The Poetry Foundation
61 W Superior StreetChicagoIL60654NONEPOFeducational programs$1,000
Potomac Conservancy Inc
8601 Georgia Avenue Suite 612Silver SpringMD20910NONEPCfor the Growth Campaign$15,000
Potomac Riverkeeper Inc
1615 M Street NW 2nd FloorWashingtonDC20036NONEPCgeneral operating support$20,000
Preservation Society of Newport County
424 Bellevue AvenueNewportRI02840NONEPCWelcome Center$50,000
Preservation Society of Newport County
424 Bellevue AvenueNewportRI02840NONEPCTree Preservation Program$50,000
Primo Center for Women and Children
4241 W Washington BlvdChicagoIL60624NONEPCWinifred Primo Early Childhood Center$25,000
Protestant Episcopal Cathedral Foundation of the D of C
Massachusetts and Wisconsin Ave NWWashingtonDC20016NONEPCgeneral operating support$2,500
Rabies Challenge Fund Charitable Trust
11561 Salinaz AvenueGarden CoveCA92843NONEPCrabies vaccine research$750
Rhode Island Community Food Bank Association
200 Niantic AvenueProvidenceRI02907NONEPCgeneral operating support$22,500
Rhode Island Kids Count Inc
One Union StationProvidenceRI02903NONEPCgeneral operating support$50,000
Rhode Island Legal Services Inc
56 Pine StreetProvidenceRI02903NONEPCgeneral operating support for the Newport office$35,000
Rhode Island Natural History Survey
PO Box 1858KingstonRI02881NONEPCNarragansett Bay Coyote Study$30,000
Rhode Island Zoological Society
1000 Elmwood AvenueProvidenceRI02907NONEPCgeneral operating support$5,000
RhodySquash Inc
80 Bliss Mine RoadNewportRI02840NONEPOFstudent support and transportation$20,000
RhodySquash Inc
80 Bliss Mine RoadNewportRI02840NONEPOForganizational coaching for the executive director$2,500
Robert Potter League for Animals Inc
PO Box 412MiddletownRI02840NONEPCgeneral operating support$20,000
Robert Potter League for Animals Inc
PO Box 412MiddletownRI20840NONEPCCoyoteSmarts Program$20,000
The Rose Island Lighthouse Foundation Inc
PO Box 1419NewportRI02840NONEPCnew solar panels$10,000
Sail to Prevail Inc
PO Box 1264NewportRI02840NONEPCgeneral operating support$10,000
Sargent Shriver National Center on Poverty Law
50 E Washington Street Suite 500ChicagoIL60602NONEPCstate budget work$15,000
Save The Bay Inc
100 Save the Bay DriveProvidenceRI02916NONEPCgeneral operating support $30,000; Aquidneck Island initiatives $20,000; Exploration Center and boat programming $15,000$65,000
Seamens Church Institute of Newport RI
18 Market SquareNewportRI02840NONEPCgeneral operating support$5,000
Shedd Aquarium Society
1200 South Lake Shore DriveChicagoIL60605NONEPCgeneral operating support$2,500
Signature Theatre Inc
4200 Campbell AvenueArlingtonVA22206NONEPFone-time grant to the Women's Voices Theater Festival$25,000
Society for the Preservation of New England Antiquities Inc
141 Cambridge StreetBostonMA02114NONEPCProject CHICK$10,000
Soul Dog Rescue
4844 South Kalamath StreetEnglewoodCO80110NONEPCgeneral operating support$3,300
South Shore Drill Team & Performing Arts
7218 S South Chicago AvenueChicagoIL60619NONEPCgeneral operating support$3,000
Southern Environmental Law Center
201 West Main Street Suite 14CharlottesvilleVA22902NONEPCfor Halting Destructive Transportation Proposals$20,000
Southern Environmental Law Center
201 West Main Street Suite 14CharlottesvilleVA22902NONEPCfor an analysis of Virginia's plan to use oyster aquaculture credits to develop tradable credits for Bay clean-up goals$6,500
St Anthony Educational Foundation Inc
PO Box 4633Chapel HillNC27515NONEPCAnnual Fund$1,000
St Georges School
PO Box 1910NewportRI02840NONEPCAnnual Fund$10,000
St Margaret Parish of PE Church Vestry
1830 Connecticut Avenue NWWashingtonDC20005NONEPCgeneral operating support to celebrate the 25th anniversary$10,000
St Patrick Residence
1400 Brookdale RoadNapervilleIL60563NONEPCgeneral operating support$2,000
Steckman Studio of Music
829 S Oak Park AvenueOak ParkIL60304NONEPCgeneral operating support$1,000
Steppenwolf Theatre Company
758 West North AvenueChicagoIL60610NONEPCgeneral operating support$25,000
Steppenwolf Theatre Company
758 West North AvenueChicagoIL60610NONEPCPrince Prize for Commissioning Original Work$75,000
Student Conservation Association Inc
689 River RoadCharlestonNH03603NONEPCChicago program$20,000
Teen Living Programs Inc
162 W Hubbard Street Suite 4900ChicagoIL60654NONEPCgeneral operating support$15,000
theatreWashington
1825 Connecticut Avenue NWWashingtonDC20007NONEPCgeneral operating support$5,000Suite 100
Third Coast Percussion NFP
4045 N Rockwell Street Unit 301ChicagoIL60618NONEPCgeneral operating support$300
Third Coast Percussion NFP
4045 N Rockwell Street Unit 301ChicagoIL60618NONEPCgeneral operating support$500
Third Sector New England Inc
89 South Street Suite 700BostonMA02111NONEPCgeneral operating support Rhode Island Land Trust Council$10,000
The Thresholds
4101 North Ravenswood AvenueChicagoIL60613NONEPCPeer Skill Share Program$200
The Thresholds
4101 North Ravenswood AvenueChicagoIL60613NONEPCVeterans Project$15,000
Travellers Rest Equine Elders Sanctuary
PO Box 2260SpotsylvaniaVA22553NONEPCgeneral operating support$2,500
Trinity Services Inc
100 North Gouger RoadJolietIL60432NONEPCWilcox Group Home In Joliet$2,500
Umoja Student Development Corporation
2935 West Polk Room 116ChicagoIL60612NONEPCgeneral operating support$1,000
Umoja Student Development Corporation
2935 West Polk Room 116ChicagoIL60612NONEPCgeneral operating support$700
Little Sisters of the Poor St Josephs Home for the Elderly
80 West Northwest HighwayPalatineIL60067NONEPCgeneral operating support$4,500
United States Court Tennis Preservation
PO Box 194JamestownRI02835NONEPCfunding to be added to the Prince's Court Long Term Fund of the US Court Tennis Preservation Foundation$50,000
United States Court Tennis Preservation
PO Box 194JamestownRI02835NONEPCcourt tennis project in Charlestown, SC$5,000
United States Squash Racquets Association
555 Fifth Avenue Suite 1102New YorkNY20018NONEPC2015 World Doubles Championship$10,000
University of Maryland Baltimore Foundation Inc
620 West Lexington Street 2nd FloorBaltimoreMD21201NONEPCto the Center for Integrative Medicine for Phase II: Implementation of Assessing the Impact of a Food Garden on Hospital Morale$75,000
University of Rhode Island Foundation
79 Upper College RoadKingstonRI02881NONEPCAquidneck Island Climate Change Adaptation Planning$40,000
University of Wisconsin Foundation
1848 University AvenueMadisonWI53726NONEPCfor the Boltz Center for Arts Administration at the University of Wisconsin School of Business$200
Upbeat Music and Arts Center
4318 W Irving Park RoadChicagoIL60641NONEPCgeneral operating support$800
Upbeat Music and Arts Center
4318 W Irving Park RoadChicagoIL60641NONEPCgeneral operating support$1,500
Urban Initiatives Inc
650 West Lake Street Suite 340ChicagoIL60661NONEPCgeneral operating support$20,000
Vassar College
124 Raymond AvenuePoughkeepsieNY12604NONEPCWilliam Gifford Fund$1,000
Vassar College
124 Raymond AvenuePoughkeepsieNY12604NONEPCfor the Fund for Vassar$1,386
Vassar College
124 Raymond AvenuePoughkeepsieNY12604NONEPCexpendal scholarship fund with preference to Vassar student from Chicago, Washington DC or Rhode Island$50,000
Vassar College
124 Raymond AvenuePoughkeepsieNY12604NONEPCAnnual Fund$1,000
Virginia Conservation Network
422 East Franklin Street Suite 303RichmondVA23219NONEPCfor Civic Engagement in Northern Virginia$5,000
Visiting Nurse Service of Newport & Bristol Counties
1184 East Main RoadPortsmouthRI02871NONEPCcomputer servers$21,955
Wardogs-Making it Home Inc
2149 W Belmont AveChicagoIL60618NONEPCgeneral operating support$400
Washington Animal Rescue League
71 Oglethrope Street NWWashingtonDC20011NONEPCgeneral operating support$5,000
Washington Animal Rescue League
71 Oglethrope Street NWWashingtonDC20011NONEPCcapital grant for the Second City Campaign$50,000
Washington Concert Opera
1808 Connecticut Ave NW SuiteWashingtonDC20009NONEPCgeneral operating support$7,500
Washington DC International Film Festival Inc
1838 Ontario Place NWWashingtonDC20009NONEPCgeneral operating support$5,000
Washington Independent Review of Books Inc
PO Box 3622WashingtonDC20027NONEPCgeneral operating support for the Washington Independent Review of Books$15,000
Washington Performing Arts Society
2000 L Street NW Suite 510WashingtonDC20036NONEPCgeneral operating support$7,500
Washington Regional Association of Grantmakers
1400 16th Street NWWashingtonDC20036NONEPCfor the leadership fund$5,000
Washington Regional Association of Grantmakers
1400 16th Street NWWashingtonDC20036NONEPCfor the Washington Regional Food Funders$15,000
Washington Regional Association of Grantmakers
1400 16th Street NWWashingtonDC20036NONEPCMedical Morale Program$50,000
Washington Square Services Corporation
50 Washington SquareNewportRI02840NONEPCmatching funding for the McKinney Shelter Job Coach$20,000
Wholesome Wave Foundation
855 Main Street Suite 910BridgeportCT06604NONEPCsupport a statewide networking initiative for farmers' markets in Virginia and provide matching funds to the USDAs Food Insecurity Nutrition Incentive gran program's work in Northern Virginia$10,000
Wild Animal Sanctuary a Colorado Non-Profit Corporation
1946 WCR 53KeenesburgCO80643NONEPCgeneral operating support$3,400
Windy Hill Foundation Inc
PO Box 1593MiddleburgVA20118NONEPCWindy Hill Endowment Fund $10,000; one-time grant for the Wetlands Project $5,000$15,000
Womans Board of Northwestern Memorial Hospital
541 North Fairbanks Suite 800ChicagoIL60611NONEPCEvergreen Invitational$20,000
Womans Board of Northwestern Memorial Hospital
541 North Fairbanks Suite 800ChicagoIL60611NONEPCgeneral operating support$2,500
Womens Health and Education Fund
PO Box 5863ProvidenceRI02903NONEPCgeneral operating support$15,000
Womens Treatment Center
140 North Ashland AvenueChicagoIL60607NONEPCParent Child Center$15,000
Woodlands Academy
760 East Westleigh RoadLake ForestIL60045NONEPCgeneral operating support$5,000
Woodlands Academy
760 East Westleigh RoadLake ForestIL60045NONEPCgeneral operating support$5,000
World Sport Chicago
200 East Randolph Street 20th FloorChicagoIL60601NONEPCBecoming a Man - Sports Edition Program$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,337,971TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,500ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,311,166ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,875,226ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,253,892ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,253,892TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,600Amt
Net Investment Income$8,120NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,480DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
Current Year Expense$4,027CurrentYearExpenseAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (5 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmt
Land
Building$0
LeasholdImprovement$0
Equipment$0
Other$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPRINCE CHARITABLE TRUST POOLEDCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$105,724,815BookValueAmt
EOYFMV$99,668,674EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtEOYFMVEOYFMVAmt
Land
Building$0
LeasholdImprovement$10,472$12,566$2,094$10,472
Equipment$0
Other$2,878$116,293$113,415$2,878

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,354LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,354DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$6,662,943Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$37,788$0$0$37,788
DUES & SUBSCRIPTIONS$19,835$0$0$19,835
PAYROLL SERVICE FEES$2,663$416$0$2,247
FUNCTION SUPPORT$11,537$0$0$11,537
COMPUTER EXPENSE$875$0$0$875
INSURANCE EXPENSE GENERAL$35,319$0$0$35,319
FILING FEES$50$0$0$50
MISC EXP$1$1

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescINCOME FROM PRINCE CHARITABLE POOLED FUNDDesc
Revenue And Expenses Per Books$2,311,166RevenueAndExpensesPerBooksAmt
Net Investment Income$2,311,166NetInvestmentIncomeAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PIEDMONT ENVIRONMENTAL COUNCILBusinessNameLine1Txt
FieldValueIRS element (for citing)
Loan Original$1,800,000LoanOriginalAmt
Balance Due$1,800,000BalanceDueAmt
Note2012-07NoteDt
Loan Maturity2016-07LoanMaturityDt
Repayment TermsNOTE DUE IN LUMP-SUM PAYMENT AT MATURITYRepaymentTermsTxt
Interest3.0InterestRt
Security Provided BorrowerCERTAIN REAL ESTATE LOCATED IN LOUDON COUNTY, VASecurityProvidedBorrowerTxt
Loan PurposeTO CONTROL DEVELOPMENT OF CERTAIN REAL ESTATELoanPurposeTxt
Consideration FMV$1,800,000ConsiderationFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL SERVICES$160,655$0$0$160,655
ADMINISTRATIVE SERVICES$21,365$753$0$20,612

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$62,000$0$0$0
PAYROLL TAX$65,291$10,186$0$55,105

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