B M BURNS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- B M BURNS FOUNDATION (EIN 80-6084989)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202641279349101019
- Schema version
- 2025v4.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T09:01:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806084989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IM BARBARA M BURNS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURN | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE BENT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2026-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2026-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,941,139 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $380,674 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $373,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $538,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $373,931 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $785,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $405,163 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,809 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,485 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,324 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $596 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,324 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,018 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $727,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $401,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $365,016 | CashEOYAmt |
| Cash EOYFMV | $365,016 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,439 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,439 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $846,949 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,206,660 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,544,684 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $876,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,603,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,941,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $876,037 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,603,115 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $876,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,603,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $876,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,603,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $876,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $727,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,603,856 | SubtotalAmt |
| Other Decreases | $741 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,603,115 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 26. ISHARES CORE TOT U S BD MKT ETF | 2019-11-20 | 2025-03-14 | $2,557 | $2,978 | -$421 | -$421 | |
| 215. ISHARES CORE TOT U S BD MKT ETF | 2019-12-06 | 2025-03-14 | $21,147 | $24,201 | -$3,054 | -$3,054 | |
| 2. ISHARES CORE TOT U S BD MKT ETF | 2022-01-31 | 2025-03-14 | $197 | $223 | -$26 | -$26 | |
| 61. ISHARES CORE TOT U S BD MKT ETF | 2022-05-31 | 2025-03-14 | $6,000 | $6,311 | -$311 | -$311 | |
| 206. ISHARES CORE TOT U S BD MKT ETF | 2022-07-15 | 2025-03-14 | $20,262 | $21,074 | -$812 | -$812 | |
| 7. ISHARES CORE TOT U S BD MKT ETF | 2023-01-31 | 2025-03-14 | $689 | $700 | -$11 | -$11 | |
| 45. ISHARES CORE TOT U S BD MKT ETF | 2023-01-31 | 2025-03-14 | $4,426 | $4,497 | -$71 | -$71 | |
| 14. ISHARES CORE TOT U S BD MKT ETF | 2023-01-31 | 2025-03-14 | $1,377 | $1,399 | -$22 | -$22 | |
| 5. ISHARES CORE TOT U S BD MKT ETF | 2024-10-11 | 2025-03-14 | $492 | $498 | -$6 | -$6 | |
| 36. ISHARES S&P SMALLCAP 600 INDEX FUND | 2025-01-10 | 2025-03-14 | $3,760 | $4,065 | -$305 | -$305 | |
| 169. VANGUARD TOTAL INTERNATL BOND ETF | 2019-12-06 | 2025-03-14 | $8,188 | $9,795 | -$1,607 | -$1,607 | |
| 120. VANGUARD TOTAL INTERNATL BOND ETF | 2020-08-31 | 2025-03-14 | $5,814 | $6,930 | -$1,116 | -$1,116 | |
| 113. VANGUARD TOTAL INTERNATL BOND ETF | 2021-09-17 | 2025-03-14 | $5,475 | $6,478 | -$1,003 | -$1,003 | |
| 47. VANGUARD TOTAL INTERNATL BOND ETF | 2020-04-17 | 2025-03-14 | $2,277 | $2,677 | -$400 | -$400 | |
| 12. VANGUARD TOTAL INTERNATL BOND ETF | 2020-04-17 | 2025-03-14 | $581 | $683 | -$102 | -$102 | |
| 7. VANGUARD TOTAL INTERNATL BOND ETF | 2020-01-17 | 2025-03-14 | $339 | $398 | -$59 | -$59 | |
| 52. VANGUARD FTSE EMERGING MARKETS ETF | 2021-09-17 | 2025-03-14 | $2,388 | $2,680 | -$292 | -$292 | |
| 6. VANGUARD FTSE EMERGING MARKETS ETF | 2021-01-06 | 2025-03-14 | $276 | $304 | -$28 | -$28 | |
| 16. VANGUARD 500 INDEX FUND SHS ETF | 2019-12-06 | 2025-03-14 | $8,247 | $4,631 | $3,616 | $3,616 | |
| 27. AVANTIS EMERGING MARKETS EQUITY ETF SHS | 2024-10-11 | 2025-09-29 | $2,021 | $1,751 | $270 | $270 | |
| 27. AVANTIS INTERNATIONAL EQUITY ETF | 2025-03-14 | 2025-09-29 | $2,121 | $1,815 | $306 | $306 | |
| 7. ISHARES S&P SMALLCAP 600 INDEX FUND | 2025-01-10 | 2025-09-29 | $829 | $790 | $39 | $39 | |
| 4. ISHARES S&P SMALLCAP 600 INDEX FUND | 2024-02-16 | 2025-09-29 | $474 | $429 | $45 | $45 | |
| 213. JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2020-03-10 | 2025-09-29 | $5,108 | $4,844 | $264 | $264 | |
| 29. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-10-11 | 2025-09-29 | $1,730 | $1,507 | $223 | $223 | |
| 4. VANGUARD FTSE EMERGING MARKETS ETF | 2021-01-06 | 2025-09-29 | $216 | $203 | $13 | $13 | |
| 22. VANGUARD FTSE EMERGING MARKETS ETF | 2021-01-27 | 2025-09-29 | $1,188 | $1,114 | $74 | $74 | |
| 6. VANGUARD FTSE EMERGING MARKETS ETF | 2021-08-25 | 2025-09-29 | $324 | $303 | $21 | $21 | |
| 4. VANGUARD FTSE EMERGING MARKETS ETF | 2021-11-30 | 2025-09-29 | $216 | $196 | $20 | $20 | |
| 21. VANGUARD 500 INDEX FUND SHS ETF | 2019-12-06 | 2025-09-29 | $12,814 | $6,078 | $6,736 | $6,736 | |
| 13. VANGUARD MID-CAP ETF | 2025-01-10 | 2025-09-29 | $3,798 | $3,420 | $378 | $378 | |
| 18. AVANTIS EMERGING MARKETS EQUITY ETF SHS | 2024-10-11 | 2025-12-01 | $1,383 | $1,167 | $216 | $216 | |
| 35. AVANTIS INTERNATIONAL EQUITY ETF | 2025-03-14 | 2025-12-01 | $2,820 | $2,353 | $467 | $467 | |
| 32. ISHARES CORE TOT U S BD MKT ETF | 2025-09-29 | 2025-12-01 | $3,202 | $3,210 | -$8 | -$8 | |
| 29. ISHARES S&P SMALLCAP 600 INDEX FUND | 2024-02-16 | 2025-12-01 | $3,491 | $3,109 | $382 | $382 | |
| 259. JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2020-03-10 | 2025-12-01 | $6,327 | $5,890 | $437 | $437 | |
| 381. METROPOLITAN WEST TOTAL RETURN BOND FD CL P | 2020-01-21 | 2025-12-01 | $3,303 | $3,931 | -$628 | -$628 | |
| 4. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-10-11 | 2025-12-01 | $245 | $208 | $37 | $37 | |
| 78. VANGUARD FTSE DEVELOPED MARKETS ETF | 2025-03-14 | 2025-12-01 | $4,784 | $4,052 | $732 | $732 | |
| 37. VANGUARD TOTAL INTERNATL BOND ETF | 2020-01-17 | 2025-12-01 | $1,828 | $2,103 | -$275 | -$275 | |
| 33. VANGUARD FTSE EMERGING MARKETS ETF | 2021-11-30 | 2025-12-01 | $1,793 | $1,618 | $175 | $175 | |
| 17. VANGUARD 500 INDEX FUND SHS ETF | 2019-12-06 | 2025-12-01 | $10,643 | $4,920 | $5,723 | $5,723 | |
| 1. VANGUARD MID-CAP ETF | 2025-01-10 | 2025-12-01 | $291 | $263 | $28 | $28 | |
| 11. VANGUARD MID-CAP ETF | 2025-03-14 | 2025-12-01 | $3,203 | $2,817 | $386 | $386 | |
| 450. NVIDIA CORP COM | 2020-06-08 | 2025-12-16 | $79,254 | $3,994 | $75,260 | $75,260 | |
| 1680. NVIDIA CORP COM | 2020-02-24 | 2025-12-16 | $295,882 | $11,664 | $284,218 | $284,218 | |
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,511 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $373,931 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,575 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,575 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,613 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,613 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,962 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| CHRISTINE BENT | ||||||
| PO BOX 888 | TIBURON | CA | 94920 | TRUSTEE | 1 | $0 |
| BANK OF AMERICA | ||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | INVESTMENT MANAGEMENT | 1 | $5,809 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,180,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,709 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,202,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,202,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,184,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,575 | TotalTaxAmt |
| Distributable Before Adj | $53,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,634 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,324 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $52,324 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,917 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,324 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,917 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,407 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $52,227 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTINE BENT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SIMMONS UNIVERSITY | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 100383533 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| CAMP LAUNCHER | |||||||
| 314 BRYN MAWR AVENUE | BALA CYNWYD | PA | 19004 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| GILEAD HOUSE | |||||||
| 1024 7TH STREET | NOVATO | CA | 949452206 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER STREET | SAN FRANCISCO | CA | 94104 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| SIDE BY SIDE | |||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| STERNE SCHOOL | |||||||
| 838 KEARNY STREET | SAN FRANCISCO | CA | 94108 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| ENORMOUS CHANGES INC | |||||||
| 1520 LYON STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | UNRESTRICTED GENERAL | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,232 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $373,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $405,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $405,163 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTINE BENT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Hacienda Dr | AddressLine1Txt |
| City | Belvedere Tiburon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949201104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $380,674 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12/12/25 RECD 1,680 SHARES 12/12/25 RECD 450 SHARES | NoncashPropertyDesc |
| Fair Market Value | $380,674 | FairMarketValueAmt |
| Received | 2020-06-08 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287226 ISHARES CORE U.S. AG | ||
| 464287804 ISHARES CORE S&P SMA | ||
| 46435U853 ISH USD HIGH YIELD C | ||
| 78468R663 SPDR BLOOMBERG 1-3 M | ||
| 921943858 VANGUARD FTSE DEVELO | ||
| 92203J407 VANGUARD TOTAL INTER | ||
| 922042858 VANGUARD FTSE EMERGI | ||
| 922908363 VANGUARD 500 INDEX F | ||
| 922908629 VANGUARD MID-CAP ETF | ||
| 48129C603 JP MORGAN U.S. LARGE | ||
| 592905509 METROPOLITAN WEST TO | ||
| 464286533 ISHARES EDGE MSCI MI | ||
| 46429B689 ISHARES EDGE MSCI MI | ||
| ADVANTIS EMERGING MKTS | ||
| AMERICAN CENTY ETF TR | ||
| 025072604 AVANTIS EMERGING MAR | $27,970 | $31,963 |
| 025072703 AVANTIS INTERNATIONA | $60,034 | $71,042 |
| 464287226 ISHARES CORE U.S. AG | $182,749 | $186,476 |
| 464287804 ISHARES CORE S&P SMA | $71,520 | $106,720 |
| 78468R606 STATE STREET SPDR PO | $31,097 | $31,315 |
| 921943858 VANGUARD FTSE DEVELO | $78,183 | $116,756 |
| 92203J407 VANGUARD TOTAL INTER | $112,440 | $109,300 |
| 922042858 VANGUARD FTSE EMERGI | $51,295 | $62,469 |
| 922908363 VANGUARD 500 INDEX F | $151,758 | $282,209 |
| 922908629 VANGUARD MID-CAP ETF | $147,608 | $231,305 |
| 48129C603 JP MORGAN U.S. LARGE | $147,005 | $175,488 |
| 592905764 METROPOLITAN WEST TO | $145,001 | $139,641 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME ADJ | $739 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $1,613 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $405 | $405 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $191 | $191 | $0 |
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