RATTIE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RATTIE FAMILY FOUNDATION (EIN 27-6999375)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-06
IRS object ID
202401279349100530
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)
Return2024-05-06T08:41:47-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Manhattan WestAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276999375EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rattie Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% C/O THE AYCO COMPANY - NTGInCareOfNm
Business Name ControlRATTBusinessNameControlTxt
Phone5186405000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O AYCO COMPANY LP PO Box 15201AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH RATTIEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5186405000PhoneNum
Signature2024-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKEITHPersonFirstNm
Person LastRATTIEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine DiIonnaPreparerPersonNm
PTINP00999533PTIN
Phone2127733000PhoneNum
Preparation2024-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$1,353,932FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$186,020ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$184InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$184InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,680DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,680DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56,443NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$70,203GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$56,443CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$269,327TotalRevAndExpnssAmt
Total Net Invst Incm$83,307TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,000TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$66,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$66,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,750TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$67,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$196,827ExcessRevenueOverExpensesAmt
Net Investment Income$81,557NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,474SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,042SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,042SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$338,049CorporateStockBOYAmt
Corporate Stock EOY$360,328CorporateStockEOYAmt
Corporate Stock EOYFMV$1,325,890CorporateStockEOYFMVAmt
Total Assets BOY$341,523TotalAssetsBOYAmt
Total Assets EOY$388,370TotalAssetsEOYAmt
Total Assets EOYFMV$1,353,932TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$341,523CapitalStockBOYAmt
Capital Stock EOY$388,370CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$341,523TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$388,370TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$341,523TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$388,370TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$341,523TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$196,827ExcessRevenueOverExpensesAmt
Subtotal$538,350SubtotalAmt
Other Decreases$149,980OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$388,370TotNetAstOrFundBalancesEOYAmt

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$70,203GrossSalesPriceAmt
Cost Or Other Basis$13,760CostOrOtherBasisAmt
Gain Or Loss$56,443GainOrLossAmt
Gains Minus Excess Or Losses$56,443GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$56,443CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,134InvestmentIncomeExciseTaxAmt
Subtotal$1,134SubtotalAmt
Tax Based On Investment Income$1,134TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,884EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,884TotalPaymentsAndCreditsAmt
Overpayment$2,750OverpaymentAmt
Applied To ES Tax$2,750AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CO THE AYCO COMPANY - NTGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5186405000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 COLISEUM DRIVEAddressLine1Txt
CityCOHOESCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12047ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEITH RATTIE
C/O AYCO COMPANY LP PO Box 15201AlbanyNY122125201TRUSTEE1.0$0$0$0
NANCY E RATTIE
C/O AYCO COMPANY LP PO Box 15201AlbanyNY122125201TRUSTEE1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,088,176AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,056AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,128,232TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,128,232AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,923CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,111,309NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,565MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,565MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,134TaxBasedOnInvestmentIncomeAmt
Total Tax$1,134TotalTaxAmt
Distributable Before Adj$54,431DistributableBeforeAdjAmt
Distributable Before Ded$54,431DistributableBeforeDedAmt
Distributable As Adjusted$54,431DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$67,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,431DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$161,976ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$148,664ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$127,513ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$208,836ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$166,232ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$813,221TotalExcessDistributionCyovAmt
Qualifying Distributions$67,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$54,431AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,319RemainingDistriFromCorpusAmt
Total Corpus$826,540TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$161,976ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$664,564ExcessDistriCyovToNextYrAmt
Excess From Year4$148,664ExcessFromYear4Amt
Excess From Year3$127,513ExcessFromYear3Amt
Excess From Year2$208,836ExcessFromYear2Amt
Excess From Year1$166,232ExcessFromYear1Amt
Excess From Current Year$13,319ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKEITH NANCY E RATTIEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Cato Institute
1000 Massachusetts Avenue NWWashingtonDC20001NonePCGeneral Charitable Purpose$1,000
Peace House Inc
700 ROUND VALLEY DRIVE SUITE 115Park CityUT840607609NonePCGeneral Charitable Purpose$10,000
The Heritage Foundation
214 Massachusetts Avenue NEWashingtonDC20002NonePCGeneral Charitable Purpose$1,000
Park City Performances
PO BOX 3119Park CityUT840603119NonePCGeneral Charitable Purpose$20,000
The Nature Conservancy
4245 North Fairfax Drive Suite 100ArlingtonVA22203NonePCGeneral Charitable Purpose$15,000
Judicial Watch
425 Third Street SW Suite 800WashingtonDC20024NonePCGeneral Charitable Purposes$2,000
Huntsman Cancer Foundation
500 S Huntsman WaySalt LakeUT841081235NonePCGeneral Charitable Purposes$15,000
Stephen Siller Tunnel to Towers Foundation
2361 Hylan BoulevardStaten IslandNY10306NonePCGeneral Charitable Purposes$1,000
National Law Enforcement Officers Memorial Fund
444 E Street NWWashingtonDC20001NonePCGeneral Charitable Purposes$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$66,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$184ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,680ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$56,443ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$83,307ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83,307TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonKEITH O NANCY E RATTIEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O AYCO COMPANY LP PO BOX 15201AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd
FieldValueIRS element (for citing)
Total Contributions$186,020TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySEE ATTACHEDNoncashPropertyDesc
Fair Market Value$186,020FairMarketValueAmt
Received2023-12-27ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$3,500Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC SYMBOL$23,833$192,530
BOEING CO SYMBOL$67,804$260,660
DEVON ENERGY CORP SYMBOL$72,080$362,400
JPMORGAN CHASE & CO$196,611$510,300

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
APPRECIATION OVER DONOR'S COST BASIS$149,980
FOR STOCK DONATED TO THE FOUNDATION$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt
Amt$3,000Amt

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