THOMAS & FRANCES MCGREGOR FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THOMAS & FRANCES MCGREGOR FOUNDATION (EIN 52-6041498)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-18
IRS object ID
202441099349101509
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-18T12:25:46-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12950 E HARMONY RD STE 290AddressLine1Txt
CityFORT COLLINSCityNm
State AbbreviationCOStateAbbreviationCd
ZIP805283429ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526041498EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS AND FRANCES MCGREGOR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone7205602857PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 N 2ND STAddressLine1Txt
CitySTROUDSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18360ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWINSTON S BYRONPersonNm
Person TitlePRESIDENT/TRESURER/DIRECTORPersonTitleTxt
Phone7205602857PhoneNum
Signature2024-04-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWINSTONPersonFirstNm
Person LastBYRONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKYLE FRITCH CPAPreparerPersonNm
PTINP01313374PTIN
Phone9702238825PhoneNum
Preparation2024-04-04PreparationDt

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$5,874,700FMVAssetsEOYAmt
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$51DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,215NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$215,244GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$123OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$123OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$3,041TotalRevAndExpnssAmt
Total Net Invst Incm$174TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,103CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,103CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,597AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,597AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,256TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$443OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$443OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,399TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,143TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$185,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$185,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$196,399TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$191,143TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$199,440ExcessRevenueOverExpensesAmt
Net Investment Income$174NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,666SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,563SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,563SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$456,161OtherInvestmentsBOYAmt
Other Investments EOY$237,824OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,845,137OtherInvestmentsEOYFMVAmt
Total Assets BOY$466,827TotalAssetsBOYAmt
Total Assets EOY$267,387TotalAssetsEOYAmt
Total Assets EOYFMV$5,874,700TotalAssetsEOYFMVAmt
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$466,827RetainedEarningBOYAmt
Retained Earning EOY$267,387RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$466,827TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$267,387TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$466,827TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$267,387TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$466,827TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$199,440ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$267,387SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$267,387TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$215,244GrossSalesPriceAmt
Cost Or Other Basis$218,459CostOrOtherBasisAmt
Gain Or Loss-$3,215GainOrLossAmt
Gains Minus Excess Or Losses-$3,215GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,215CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
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$2TaxDueAmt

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 StateDCOrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
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
Individual With BooksWINSTON S BYRONIndividualWithBooksNm
Phone7205602857PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 N 2ND STREETAddressLine1Txt
CitySTROUDSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18360ZIPCd
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
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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
WINSTON S BYRON
40N 2ND STREETSTROUDSBURGPA18360PRESIDENT/TREASURER/DIRECTOR6.00$2,103$0$0
ROBYN OWENS
40N 2ND STREETSTROUDSBURGPA18360VICE PRESIDENT/SECRETARY/DIRECTOR3.00$0$0$0
TOM BYRON
40N 2ND STREETSTROUDSBURGPA18360DIRECTOR3.00$0$0$0
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$3,421,310AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$87,775AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,509,085TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,509,085AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,636CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,456,449NetVlNoncharitableAssetsAmt
Minimum Investment Return$172,822MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$172,822MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$172,820DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$172,820DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$172,820DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$191,143ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$191,143QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$172,820DistributableAsAdjustedAmt
Undistributed Income PY$191,143UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$191,143QualifyingDistributionsAmt
Applied To Year1$191,143AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$172,820UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

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 StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DURHAM PUBLIC SCHOOLS FOUNDATION
600 E UMSTEAD STREETDURHAMNC27701NONEPCANDREW EDWARD CRABTREE SCHOLARSHIP FUND$5,000
CALVARY CHAPEL KANEOHE
47-525 KAMEHAMEHA HWYKANEOHEHI96744NONEPCGENERAL SUPPORT$20,000
CALVARY CHAPEL CHINO HILLS
4201 EUCALYPTUS AVECHINOCA91710NONEPCGENERAL SUPPORT$20,000
GET A LIFE MINISTRIES INC
PO BOX 814PAHRUMPNV89041NONEPCGENERAL SUPPORT$40,000
SOBER AF ENTERTAINMENT
308 MILL VILLAGE BLVDLONGMONTCO80501NONEPCGENERAL SUPPORT$25,000
THE EDUCATION FUND INC
6713 MAIN ST STE 240MIAMI LAKESFL33014NONEPCGENERAL SUPPORT$5,000
UNIVERSITY OF NORTH CAROLINA
PO BOX 309CHAPEL HILLNC275140309NONEGOVTHE FREDERICK A. FEARING JAZZ SCHOLARSHIP$10,000
CORNERSTONE CHAPEL
650 BATTLEFIELD PARKWAYLEESBURGVA20175NONEPCGENERAL SUPPORT$20,000
FAITH BIBLE CHURCH
600 N COLTRANEEDMONDOK73034NONEPCGENERAL SUPPORT$20,000
ROCK HARBOR CHURCH
PO BOX 10869BAKERSFIELDCA93389NONEPCGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$185,000TotalGrantOrContriPdDurYrAmt
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$51ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$123ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,215ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$3,041ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$3,041TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,597Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,597DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHILDREN'S STEWARDSHIP FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1626 RIVERSIDE DR STE 15-OAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10031ZIPCd
FieldValueIRS element (for citing)
Grant2018-08-07GrantDt
Grant$5,000GrantAmt
Purpose Of GrantSUPPORT FOR INTERNSHIPS, STUDENT FINANCIAL AID, AND GENERAL SUPPORT.PurposeOfGrantTxt
Expended By Grantee$0ExpendedByGranteeAmt
Any Diversion By GranteeN/AAnyDiversionByGranteeTxt
Dates Of Reports By Grantee9/27/23, 12/12/23DatesOfReportsByGranteeTxt
Verification2023-12-12VerificationDt
Results Of VerificationGRANTEE PROVIDED THE FOUNDATION WITH A REPORT OF THE INTENDED USES OF THE GRANT FUNDS, WHICH AT THE TIME OF VERIFICATION HAD NOT BEEN SPENT. THE FUNDS WILL BE USED TO ESTABLISH INTERNSHIP AND MENTORSHIP PROGRAMS FOR UNDERPRIVILEGED STUDENTS WHO WOULD NOT ORDINARILY HAVE SUCH OPPORTUNITIES. THE GRANTEE IS CURRENTLY SEEKING TO REINSTAE THE STATUS OF THEIR FOUNDATION AND HOPES TO PUT THE FUNDS TO USE IN THE NEAR FUTURE. THE FOUNDATION WILL CONTINUE TO MONITOR THE USE OF THE FUNDS TO ENSURE THE FUNDS ARE USED FOR THE INTENDED CHARITABLE PURPOSES.ResultsOfVerificationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGRAYSCALE BITCOIN TR BTC ACCD (GBTC)CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$237,824BookValueAmt
EOYFMV$5,845,137EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES AND FEES$433$0$433
OTHER EXPENSES$10$0$10

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$123RevenueAndExpensesPerBooksAmt
Net Investment Income$123NetInvestmentIncomeAmt
Adjusted Net Income$123AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$5,256Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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