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DAVIS CHARITABLE TRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
DAVIS CHARITABLE TRUST (EIN 74-6456780)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202641339349100724
Schema version
2025v4.1
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)
Return2026-05-13T07:31:25-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1221 W 6TH STREET STE 1900AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746456780EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVIS CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O THE NORTHERN TRUST COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone5128766300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line198 SAN JACINTO BLVD 350AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK HARBINPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone5128676302PhoneNum
Signature2026-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDALE C HRAPCHAK CPAPreparerPersonNm
PTINP00444340PTIN
Phone5124796000PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$97,238DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,238DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$97,238TotalRevAndExpnssAmt
Total Net Invst Incm$97,238TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$11,151CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$11,151CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,899AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$13,899AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$400OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$400OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$16OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,466TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$400TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,066TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,769,830ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,769,830ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,799,296TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$400TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,794,896TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,702,058ExcessRevenueOverExpensesAmt
Net Investment Income$96,838NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,695,072CashBOYAmt
Total Assets BOY$3,695,072TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,695,072RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,695,072TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,695,072TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,695,072TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,702,058ExcessRevenueOverExpensesAmt
Other Increases$6,986OtherIncreasesAmt
Subtotal$0SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,346InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,346SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,346TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,276EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,276TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,930OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$3,930RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE NORTHERN TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5128676302PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line198 SAN JACINTO BLVD SUITE 350AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTHE NORTHERN TRUST COMPANYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$11,151CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$2,246,753AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,246,753TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,246,753AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,701CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,213,052NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,653MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,653MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,346TaxBasedOnInvestmentIncomeAmt
Total Tax$1,346TotalTaxAmt
Distributable Before Adj$109,307DistributableBeforeAdjAmt
Recoveries Qualfied Distri$6,986RecoveriesQualfiedDistriAmt
Distributable Before Ded$116,293DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$116,293DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,794,896ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,794,896QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$116,293DistributableAsAdjustedAmt
Undistributed Income PY$130,558UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,794,896QualifyingDistributionsAmt
Applied To Year1$130,558AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$116,293AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,548,045RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,548,045TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
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$3,548,045ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,548,045ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S TEXAS
7000 N MOPAC EXPRESSWAY SUITE 200AUSTINTX78703N/APCTO SUPPORT EDUCATION AND MEDICAL RESEARCH$255
AMERICAN RED CROSS
2025 E ST NWWASHINGTONDC20006N/APCTO SUPPORT THE CENTRAL TEXAS REGION AND PROVIDE DISASTER RELIEF THROUGHOUT THE UNITED STATES$1,275
AUSTIN COMMUNITY COLLEGE FOUNDATION
6101 HIGHLAND CAMPUS DR 3000-4270AUSTINTX78752N/APCTO SUPPORT EDUCATION$510
MEALS ON WHEELS AND MORE INC
3227 E 5TH STAUSTINTX78702N/APCTO SUPPORT THE MEALS ON WHEELS PROGRAM$51
SHIVERS CANCER FOUNDATION
1111 W 6TH ST BLDG B SUITEAUSTINTX78703N/APFTO SUPPORT EDUCATION AND MEDICAL RESEARCH$510
THE SALVATION ARMY
PO BOX 1000AUSTINTX78767N/APCTO SUPPORT THE COMMUNITY OF AUSTIN, TX$510
UNITED WAY FOR GREATER AUSTIN
5930 MIDDLE FISKVILLE RD 5TH FLOORAUSTINTX78752N/APCGENERAL SUPPORT$612
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL ROADNORMANOK73019N/AGOVTO SUPPORT EDUCATION$1,882,365
UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION
7000 FANNIN ST SUITE 860HOUSTONTX77030N/AGOVMD ANDERSON CANCER RESEARCH$1,882,620
UNIVERSITY UNITED METHODIST CHURCH FOUNDATION INC
2409 GUADALUPE STAUSTINTX78705N/APCGENERAL SUPPORT$1,122
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,769,830TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,238ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$97,238ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$97,238TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRETURN PREPARATION AND COMPLIANCECategoryTxt
Amt$13,899Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,899DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdShort ExplanationShortExplanationTxtDissolutionDissolutionAmt
UNIVERSITY OF OKLAHOMA
100 TIMBERDELL ROADNORMANOK73019DURING 2025 THE FOUNDATION MADE THE FOLLOWING DISTRIBUTIONS OF THE FOUNDATION'S ASSETS TO THE RECIPIENT.CASH: $1,882,365$1,882,365
UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION
7000 FANNIN ST SUITE 860HOUSTONTX77030DURING 2025 THE FOUNDATION MADE THE FOLLOWING DISTRIBUTIONS OF THE FOUNDATION'S ASSETS TO THE RECIPIENT.CASH: $1,882,620$1,882,620

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationDURING 2025 THE FOUNDATION MADE THE FOLLOWING DISTRIBUTIONS WHICH CONSTITUTE A LIQUIDATION OF THE FOUNDATION'S ASSETS. CASH: $3,764,730 A ORIGINAL WILL OF IRA WINFILED DAVIS CREATED TWO TRUSTS - THE DAVIS CHARITABLE TRUST AND THE DAVIS EDUCATION TRUST. THE WILL PROVIDED IN ARTICLE 1-2 FOR BOTH TRUSTS TO TERMINATE NO LATER THAN MAY 30, 2023. THE DAVIS CHARITABLE TRUST IS COMPLYING WITH THE WILL'S REQUIREMENTS. SINCE THE TERMINATION IS IN COMPLIANCE WITH IRC SECTION 507(B)(1)(A), THE FOUNDATION IS NOT REQUIRED TO GIVE ADVANCE NOTICE OF INTENT TO TERMINATE, NOR DOES IT OWE ANY TERMINATION TAX. UPON RECEIPT OF THE REFUND OF EXCISE TAX, THE ORGANIZATION WILL CONTRIBUTE THE FUNDS TO A QUALIFYING CHARITABLE ORGANIZATION.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$16RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$16DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANT FUNDSDesc
Amt$6,986Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$400Amt
Net Investment Income$400NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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