BETA

THE KIRBY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE KIRBY FOUNDATION (EIN 47-2236472)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-02-27
IRS object ID
202420589349100417
Schema version
2023v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-27T16:25:43-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841565922PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILMAS & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11371 HECLA DRIVE SUITE D110AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationCOStateAbbreviationCd
ZIP800272329ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472236472EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KIRBY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKIRBBusinessNameControlTxt
Phone9704122805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 12TH STREET SWAddressLine1Txt
CityLOVELANDCityNm
State AbbreviationCOStateAbbreviationCd
ZIP805376311ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL J KIRBYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9704122805PhoneNum
Signature2024-02-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastKIRBYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARIC T HILMAS CPAPreparerPersonNm
PTINP00075447PTIN
Phone3036042191PhoneNum
Preparation2024-02-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$230,659FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$319,676ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$435DividendsRevAndExpnssAmt
Dividends Net Invst Incm$435DividendsNetInvstIncmAmt
Dividends Adj Net Incm$435DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$19,139NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$309,644GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$300,972TotalRevAndExpnssAmt
Total Net Invst Incm$435TotalNetInvstIncmAmt
Total Adj Net Incm$435TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,372AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$437AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$437AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,935AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$234,170OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$14OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$234,156OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$238,542TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$451TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$451TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$238,091TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$238,542TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$451TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$451TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$238,091TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,430ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$111,960CashBOYAmt
Cash EOY$69,491CashEOYAmt
Cash EOYFMV$69,491CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$161,168USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$161,168USGovtObligationsEOYFMVAmt
Corporate Stock BOY$41,841CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Total Assets BOY$153,801TotalAssetsBOYAmt
Total Assets EOY$230,659TotalAssetsEOYAmt
Total Assets EOYFMV$230,659TotalAssetsEOYFMVAmt
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$153,801RetainedEarningBOYAmt
Retained Earning EOY$230,659RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$153,801TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$230,659TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$153,801TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$230,659TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$153,801TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,430ExcessRevenueOverExpensesAmt
Other Increases$14,428OtherIncreasesAmt
Subtotal$230,659SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$230,659TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
40 SHS ISHARES RUSSELL 1000 GROWTH ETFD2021-01-142023-01-24$8,730$9,589-$859-$859
63 SHS ISHARES RUSSELL 2000 GROWTH ETFD2021-04-302023-01-24$14,090$19,317-$5,227-$5,227
20 SHS ISHARES RUSSELL 2000 GROWTH ETFD2021-04-302023-01-24$4,473$6,132-$1,659-$1,659
185 SHS ISHARES RUSSELL MID CAP GROWTH ETFD2021-05-052023-01-24$15,835$19,913-$4,078-$4,078
117 SHS ISHARES RUSSELL 2000 GROWTH ETFD2023-02-072023-05-26$26,061$28,240-$2,179-$2,179
85 SHS ISHARES RUSSELL 2000 GROWTH ETFD2023-02-072023-09-06$20,457$20,516-$59-$59
248 SHS ISHARES RUSSELL 2000 GROWTH ETFD2023-02-072023-10-12$55,307$59,860-$4,553-$4,553
800 SHS ISHARES RUSSELL 2000 GROWTH ETFD2023-10-252023-10-30$164,691$165,216-$525-$525
FieldValueIRS element (for citing)
Capital Gain Net Income-$19,139CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$7,316NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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 Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.THEFUSIONEER.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE KIRBY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9704122805PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1155 12TH STREET SWAddressLine1Txt
CityLOVELANDCityNm
State AbbreviationCOStateAbbreviationCd
ZIP805376311ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL J KIRBY
155 12TH STREET SWLOVELANDCO805376311PRESIDENT5.00$0$0$0
JOHN WEISS
155 12TH STREET SWLOVELANDCO805376311DIRECTOR1.00$0$0$0
JIM COLLINS
155 12TH STREET SWLOVELANDCO805376311DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRUITION GROWTH LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1616 E SPEER BOULEVARDAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd
FieldValueIRS element (for citing)
Service TypeMARKETINGServiceTypeTxt
Compensation$149,640CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION IS ORGANIZED TO SHARE WITH THE GENERAL PUBLIC THE CREATIVE AND ARTISTIC ACCOMPLISHMENTS OF PAUL KIRBY; TO EDUCATE, EXCITE AND INSPIRE THE GENERAL PUBLIC ABOUT UNIQUE OPPORTUNITIES POSSIBLE, ARTISTIC AND OTHERWISE, THAT MAY ARISE WHEN CREATIVELY FUSING ART, SCIENCE AND TECHNOLOGY; TO ENCOURAGE INDIVIDUALS TO EXPAND THEIR BOUNDARIES, SEEK THEIR OWN OPPORTUNITIES, AND PERHAPS FULFILL THEIR OWN DREAMS, BY CREATIVELY FUSING MULTIPLE DISCIPLINES IN MANNERS THEY MAY NOT HAVE PREVIOUSLY CONSIDERED; AND TO PRESERVE THE ART, TECHNOLOGY AND CREATIVITY OF PAUL KIRBY.THE KIRBY FOUNDATION EDUCATES, INSPIRES, FASCINATES AND ENCOURAGES THROUGH LECTURES, WRITING, SEMINARS, SUMMITS, STUDIO TOURS AND CONVERSATION WITH FUSIONEERS NEAR AND FAR.Description1Txt
Expenses1$238,091Expenses1Amt

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$78,546AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,914AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$161,460TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$161,460AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,422CashDeemedCharitableAmt
Net Vl Noncharitable Assets$159,038NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,952MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$238,091ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$238,091QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2014-08-28PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$13Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$13TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$11Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$11TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$238,091CurrentYearAmt
Year1$695,832Year1Amt
Year2$172,958Year2Amt
Year3$242,358Year3Amt
Total$1,349,239TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$238,091CurrentYearAmt
Year1$695,832Year1Amt
Year2$172,958Year2Amt
Year3$242,358Year3Amt
Total$1,349,239TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$5,301CurrentYearAmt
Year1$6,475Year1Amt
Year2$5,769Year2Amt
Year3$3,085Year3Amt
Total$20,630TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAUL J KIRBYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
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$435ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$19,139ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$18,704ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$18,704TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
PAUL KIRBY
1155 12TH STREET SWLOVELANDCO805376311$45,844Yes (X)
PAUL KIRBY
2155 12TH STREET SWLOVELANDCO805376311$108,616Yes (X)
PAUL KIRBY
3155 12TH STREET SWLOVELANDCO805376311$165,216Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2450 SHS ISHARES RUSSELL 2000 GROWTH ETF$108,6162023-02-07
3800 SHS ISHARES RUSSELL 2000 GROWTH ETF$165,2162023-10-25

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,372Amt
Net Investment Income$437NetInvestmentIncomeAmt
Adjusted Net Income$437AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,935DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$161,168USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$161,168USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MARKETING, FILM PRODUCTION, PUBLISHING$234,030$0$0$234,030
BANK CHARGES$140$14$14$126

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$14,428Amt

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