ISLAND FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ISLAND FOUNDATION (EIN 84-0715001)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-13
- IRS object ID
- 201542259349100124
- Schema version
- 2014v5.0
- 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 Liabilities Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-13T09:18:10-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY L LACOUNT CPA | PreparerPersonNm |
| Phone | 9702453000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $619,445 | 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 | $9,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,317 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,317 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $120 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $120 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $120 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,437 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,437 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $605 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $605 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $605 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,255 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,255 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,255 | AccountingFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $101 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $101 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $101 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $971 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $971 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $19,478 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $19,478 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $19,478 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4,328 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,328 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,328 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $27,738 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,793 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $27,738 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,647 | CashBOYAmt |
| Corporate Stock BOY | $380,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $380,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $619,445 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,170 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $0 | LandEOYAmt |
| Total Assets BOY | $400,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $380,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $619,445 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $612 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,552 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $34,507 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $612 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,059 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $399,810 | CapitalStockBOYAmt |
| Capital Stock EOY | $344,716 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $399,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $344,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $400,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $380,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $399,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,094 | ExcessRevenueOverExpensesAmt |
| Subtotal | $344,716 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $344,716 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,494 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $535,869 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.122220 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,161 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $500,411 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.198159 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,613 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $466,988 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.194037 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $309,320 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $231,439 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.514416 | TotalDistributionRt |
| Average Distribution | 0.102883 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $586,747 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,366 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,366 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,793 | 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 | $971 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | WOODSIDE | 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,ISLAND CONSERVATION,AND BAT CONSERVATION INTERNATIONAL | Description1Txt |
| Expenses1 | $19,479 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $585,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $595,682 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $595,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $586,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,337 | 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 | $36,793 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,793 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $36,793 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $90,613 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,125 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,461 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $257,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,793 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $36,793 | RemainingDistriFromCorpusAmt |
| Total Corpus | $293,992 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $293,992 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $90,613 | ExcessFromYear3Amt |
| Excess From Year2 | $100,125 | ExcessFromYear2Amt |
| Excess From Year1 | $66,461 | ExcessFromYear1Amt |
| Excess From Current Year | $36,793 | 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 | $36,793 | CurrentYearAmt |
| Year1 | $66,461 | Year1Amt |
| Year2 | $100,125 | Year2Amt |
| Year3 | $90,613 | Year3Amt |
| Total | $293,992 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,793 | CurrentYearAmt |
| Year1 | $66,461 | Year1Amt |
| Year2 | $100,125 | Year2Amt |
| Year3 | $90,613 | Year3Amt |
| Total | $293,992 | 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 | $19,558 | CurrentYearAmt |
| Year1 | $17,862 | Year1Amt |
| Year2 | $16,680 | Year2Amt |
| Year3 | $15,566 | Year3Amt |
| Total | $69,666 | 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 |
|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD | ||||||
| 434 W 33RD ST | NEW YORK | NY | 10001 | EXEMPT | GENERAL FUND | $2,000 |
| UC SANTA BARBARA | ||||||
| 3101 SAASB | SANTA BARBARA | CA | 93106 | EXEMPT | GENERAL FUND | $2,500 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | EXEMPT | GENERAL FUND | $350 |
| BAT CONSERVATION INTERNATIONAL | ||||||
| PO 162603 | AUSTIN | TX | 78716 | EXEMPT | GENERAL FUND | $5,518 |
| TURTLE SURVIVAL ALLIANCE | ||||||
| 1989 COLONIAL PKWY | FORT WORTH | TX | 76110 | EXEMPT | GENERAL FUND | $16,425 |
| THE RIEKERS CENTER | ||||||
| 3455 EDISON WAY | MENLO PARK | CA | 94025 | EXEMPT | BIOLOGY DEPARTMENT UNRESTRICTED | $5,000 |
| PACIFIC FOREST TRUST | ||||||
| 1001A ORIELLY AVE | SAN FRANCISCO | CA | 94129 | EXEMPT | GENERAL FUND | $500 |
| POLLINATOR PARTNERSHIP | ||||||
| 423 WASHINGTON ST 5TH FLOOR | SAN FRANCISCO | CA | 94111 | EXEMPT | GENERAL FUND | $500 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | EXEMPT | GENERAL FUND | $1,000 |
| THE WILDERNESS SOCIETY | ||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | EXEMPT | GENERAL FUND | $1,000 |
| HAWKEN SCHOOL | ||||||
| 12465 COUNTY LINE RD | GATES MILLS | OH | 44040 | EXEMPT | GENERAL FUND | $1,000 |
| FREEDOM FROM RELIGION FOUNDATION | ||||||
| PO BOX 750 | MADISON | WI | 53701 | EXEMPT | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,793 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,317 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,437 | 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 | CCHADWICK, STEINKIRSCHNER, DAVIS & CO PREPARATION OF TAX RETURNS | CategoryTxt |
| Amt | $2,255 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCOUNT | StockNm |
| EOY Book Value | $380,775 | EOYBookValueAmt |
| EOYFMV | $619,445 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCUMULATED DEPN - F & E | CategoryOrItemTxt |
| Cost Or Other Basis | $19,170 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $19,170 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JOHN J. OCONNOR JR PC LEGAL | CategoryTxt |
| Legal Fees | $605 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $479 | $479 | $479 |
| TELECOMMUNICATIONS | $1,030 | $1,030 | $1,030 |
| OFFICE SUPPLIES | $1,176 | $1,176 | $1,176 |
| POSTAGE & COURIER | $445 | $445 | $445 |
| EQUIP MAINT & REPAIR | $675 | $675 | $675 |
| MISCELLANEOUS | $523 | $523 | $523 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $120 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN DEBT | Desc |
| EOY Book Value | $34,507 | EOYBookValueAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN DEBT | Desc |
| EOY Book Value | $34,507 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $971 | Amt |
| Net Investment Income | $971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $971 | AdjustedNetIncomeAmt |
Comments