RODNEY L WHITE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RODNEY L WHITE FOUNDATION INC (EIN 13-6182934)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-15
- IRS object ID
- 201630759349100608
- Schema version
- 2014v6.0
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-15T15:41:23-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136182934 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RODNEY L WHITE FOUNDATION INC CO RSM US LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RODN | BusinessNameControlTxt |
| Phone | 2123721000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELBY WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123721000 | PhoneNum |
| Signature | 2016-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL WEIRETER | PreparerPersonNm |
| PTIN | P00140887 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $529,877 | 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 |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,974 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,974 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,419 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,397 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $270,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $270,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $275,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $273,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$203,036 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $122,549 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,778 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,778 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $492,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $408,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $526,099 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $615,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $412,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $529,877 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $615,345 | CapitalStockBOYAmt |
| Capital Stock EOY | $412,309 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $615,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $412,309 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $615,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $412,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $615,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$203,036 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $412,309 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $412,309 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD EUROPEAN STOCK INDEX | P | 2015-06-30 | 2015-06-30 | $25,000 | $20,683 | $4,317 | $4,317 |
| VANGUARD 500 INDEX FUND | P | 2015-06-30 | 2015-06-30 | $50,000 | $27,044 | $22,956 | $22,956 |
| VANGUARD PACIFIC STOCK INDEX | P | 2015-06-30 | 2015-06-30 | $25,000 | $21,230 | $3,770 | $3,770 |
| VANGUARD VALUE INDEX FUND | P | 2015-06-30 | 2015-06-30 | $55,000 | $31,624 | $23,376 | $23,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,419 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $143,981 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $840,455 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.171313 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $292,942 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $968,354 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.302515 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $255,170 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,113,845 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.229089 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $117,045 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,174,544 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099651 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,742 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,220,345 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096483 | DistributionYr5Rt |
| Total Distribution | 0.899051 | TotalDistributionRt |
| Average Distribution | 0.179810 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $677,200 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $121,767 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $701 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,468 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $273,183 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $701 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $701 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $817 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,817 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,116 | OverpaymentAmt |
| Applied To ES Tax | $2,116 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RSM US LLP | IndividualWithBooksNm |
| Phone | 2123721000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHELBY WHITE | ||||||||
| C/O RSM US LLP 1185 6TH AVE | NEW YORK | NY | 10036 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TRACY WHITE | ||||||||
| C/O RSM US LLP 1185 6TH AVE | NEW YORK | NY | 10036 | TREAS/SEC'Y | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $663,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $687,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $687,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $677,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,860 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,860 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $701 | TotalTaxAmt |
| Distributable Before Adj | $33,159 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,159 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,159 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $273,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $273,183 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $701 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $272,482 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,653 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,278 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $200,624 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $245,906 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $103,508 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $669,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $273,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,159 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $240,024 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $909,993 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $60,653 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $849,340 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,278 | ExcessFromYear4Amt |
| Excess From Year3 | $200,624 | ExcessFromYear3Amt |
| Excess From Year2 | $245,906 | ExcessFromYear2Amt |
| Excess From Year1 | $103,508 | ExcessFromYear1Amt |
| Excess From Current Year | $240,024 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BASS HARBOR MEMORIAL LIBRARY | |||||||
| 89 BERNARD ROAD | BERNARD | ME | 04612 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $500 |
| CITY & COUNTRY SCHOOL | |||||||
| 146 WEST 13TH STREET | NEW YORK | NY | 10011 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $25,000 |
| COMMON GOOD SOUP KITCHEN | |||||||
| 566 SEAWALL ROAD | SOUTHWEST HARBOR | ME | 04660 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $1,000 |
| COUNCIL ON THE ENVIRONMENT | |||||||
| 51 CHAMBERS STREET | NEW YORK | NY | 10007 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $75,000 |
| EYEBEAM | |||||||
| 34 35TH STREET | BROOKLYN | NY | 11232 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $5,000 |
| GREEN GUERILLAS CO NBHD PRESERVATION CENTER | |||||||
| 232 EAST 11TH STREET | NEW YORK | NY | 10003 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - PROJECT SUPPORT | $1,000 |
| MARBLE HOUSE PROJECT | |||||||
| 1161 DORSET WEST ROAD | DORSET | VT | 05251 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $5,000 |
| NEW AMSTERDAM EARLY CHILDHOOD CENTER | |||||||
| 1 AVENUE B AT HOUSTON STREET | NEW YORK | NY | 10009 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $25,000 |
| NORTHEAST HARBOR LIBRARY | |||||||
| 1 JOY ROAD | NORTHEAST HARBOR | ME | 04662 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $500 |
| PUTNEY SCHOOL - ELM LEA FARM | |||||||
| 418 HOUGHTON BROOK ROAD | PUTNEY | VT | 053468675 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - PROJECT SUPPORT | $33,333 |
| PUTNEY SCHOOL - ELM LEA FARM | |||||||
| 418 HOUGHTON BROOK ROAD | PUTNEY | VT | 053468675 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $10,000 |
| ROOM TO GROW NATIONAL INC | |||||||
| 54 WEST 21ST STREET | NEW YORK | NY | 10010 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $75,000 |
| SOUTHWEST LIBRARY | |||||||
| 338 MAIN STREET | SOUTHWEST HARBOR | ME | 046790157 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $2,500 |
| STONE RIDGE LIBRARY FOUNDATION | |||||||
| 3700 MAIN STREET | STONE RIDGE | NY | 12484 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $1,000 |
| THIRD STREET MUSIC SCHOOL SETTLEMENT | |||||||
| 235 EAST 11TH STREET | NEW YORK | NY | 10003 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $10,000 |
| UNITED STATES HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE - GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $270,833 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,974 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,419 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,397 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,397 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGLADREY LLP | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD LONG TERM TREASURY FUND | AT COST | $42,617 | $44,336 |
| VANGUARD VALUE INDEX FUND | AT COST | $68,417 | $108,613 |
| VANGUARD ENERGY INDEX FUND | AT COST | $50,323 | $61,828 |
| VANGUARD EUROPEAN STOCK INDEX FUND | AT COST | $62,613 | $70,293 |
| VANGUARD EMERGING MKTS STK IDX | AT COST | $71,474 | $71,594 |
| VANGUARD PACIFIC STOCK INDEX | AT COST | $42,706 | $49,002 |
| VANGUARD 500 INDEX STOCK FUND | AT COST | $70,381 | $120,433 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
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