ISLAND SUNRISE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ISLAND SUNRISE FOUNDATION INC (EIN 38-3351882)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-26
- IRS object ID
- 202430869349100603
- Schema version
- 2023v5.0
- 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
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-26T06:48:53-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454046657 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRKHILL ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1850 | AddressLine1Txt |
| City | MIDDLEBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383351882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Island Sunrise Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISLA | BusinessNameControlTxt |
| Phone | 5406878884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1850 | AddressLine1Txt |
| City | Middleburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Philip S Lawrence | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Philip S | PersonFirstNm |
| Person Last | Lawrence | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert N Wiles | PreparerPersonNm |
| PTIN | P00362763 | PTIN |
| Phone | 5406878884 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,437,913 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $145,827 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $145,827 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $199,352 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,352 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $356,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $973,837 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $356,114 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $701,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $701,293 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $20 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $80,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,671 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $87,691 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $671,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $671,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $759,191 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $671,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $613,622 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,360,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,273,467 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,273,467 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,842,372 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,889 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $99,487 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,006,405 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,847,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,064,959 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,209,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,222,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,437,913 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,209,219 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,222,250 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,209,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,222,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,209,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,222,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,209,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,070,929 | OtherIncreasesAmt |
| Subtotal | $8,222,250 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,222,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 239 shrs Danaher Corp | P | 2022-01-01 | 2023-12-05 | $61,403 | $43,181 | $18,222 | $18,222 |
| 418 shrs Veralto Corp | P | 2022-01-01 | 2023-10-04 | $32,570 | $9,441 | $23,129 | $23,129 |
| .333 share Veralto Corp | P | 2022-01-01 | 2023-10-04 | $24 | $2 | $22 | $22 |
| 4,500 shrs Nextera Energy Inc | P | 2022-03-15 | 2023-09-27 | $271,194 | $369,333 | -$98,139 | -$98,139 |
| 1,550 shrs Abbott Laboratories | P | 2022-06-17 | 2023-07-10 | $165,465 | $159,898 | $5,567 | $5,567 |
| 480 shrs Nike Inc CL B | P | 2020-01-01 | 2023-06-26 | $53,605 | $34,932 | $18,673 | $18,673 |
| 1,000 shrs Carlisle Companies Inc | P | 2003-05-30 | 2023-01-30 | $246,318 | $659 | $245,659 | $245,659 |
| 1,000 shrs Dover Corporation | P | 2003-05-30 | 2023-01-30 | $143,258 | $277 | $142,981 | $142,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $356,114 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,529 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,529 | SubtotalAmt |
| Tax Based On Investment Income | $8,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,774 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,774 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,755 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corient | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122072100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 Third Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Magalen C Webert | ||||||
| 6521 SE Harbor Circle | Stuart | FL | 34996 | President | 5.00 | $0 |
| James W Webert | ||||||
| 6521 SE Harbor Circle | Stuart | FL | 34996 | Vice President | 5.00 | $0 |
| Philip S Lawrence | ||||||
| 845 Third Avenue | New York | NY | 10022 | Treasurer | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corient | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 Third Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Asset Mgmt and Advisory | ServiceTypeTxt |
| Compensation | $71,672 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,000,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,807,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,807,515 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $14,807,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,585,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $729,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $729,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,529 | TotalTaxAmt |
| Distributable Before Adj | $720,741 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $720,741 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $720,741 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $671,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $671,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $720,741 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $425,125 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $14,359 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,359 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $671,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $425,125 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $246,375 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $14,359 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,359 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $460,007 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Magalen C Webert | ContributingManagerNm |
| Contributing Manager | James W Webert | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Schedule | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Attached | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable Donation | GrantOrContributionPurposeTxt |
| Amt | $671,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $671,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,827 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199,352 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $356,114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $701,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $701,293 | 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) |
|---|---|---|
| Amt | $7,000 | Amt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $20 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cash and Securites transferred from BC Family Foundation | Desc |
| Amt | $1,070,929 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Custody fees | $8,999 | $8,999 | $0 | $0 |
| Investment fees | $71,672 | $71,672 | $0 | $0 |
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