BETA

MARGARET R SEELEY CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MARGARET R SEELEY CHARITABLE FOUNDATION (EIN 33-6225640)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-30
IRS object ID
202421219349101907
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)
Return2024-04-30T13:09:34-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823594374PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROHE TAX SERVICES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112808 GRAND ELM STRAddressLine1Txt
CityCLARKSBURGCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20871ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN336225640EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARGARET R SEELEY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARGBusinessNameControlTxt
Phone3018822836PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 275AddressLine1Txt
CityLA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91944ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET R SEELEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3018822836PhoneNum
Signature2024-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARGARETPersonFirstNm
Person LastSEELEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA ROHEPreparerPersonNm
PTINP00294876PTIN
Phone3018822836PhoneNum
Preparation2024-04-23PreparationDt
Self EmployedYes (X)SelfEmployedInd

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$4,955,909FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$102,049ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$963InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$963InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$68,175DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,175DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$140,910NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$160,182GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$140,910CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,031OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$314,128TotalRevAndExpnssAmt
Total Net Invst Incm$210,048TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,375AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,426TaxesRevAndExpnssAmt
Taxes Net Invst Incm$126TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$398OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$24OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,199TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,375TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$205,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$205,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$209,199TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$206,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$104,929ExcessRevenueOverExpensesAmt
Net Investment Income$209,898NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,825CashBOYAmt
Cash EOY$43,978CashEOYAmt
Cash EOYFMV$43,978CashEOYFMVAmt
Other Investments BOY$294,663OtherInvestmentsBOYAmt
Other Investments EOY$298,576OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,911,931OtherInvestmentsEOYFMVAmt
Total Assets BOY$316,488TotalAssetsBOYAmt
Total Assets EOY$342,554TotalAssetsEOYAmt
Total Assets EOYFMV$4,955,909TotalAssetsEOYFMVAmt
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$316,488RetainedEarningBOYAmt
Retained Earning EOY$342,554RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$316,488TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$342,554TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$316,488TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$342,554TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$316,488TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$104,929ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$421,417SubtotalAmt
Other Decreases$78,863OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$342,554TotNetAstOrFundBalancesEOYAmt

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$160,182GrossSalesPriceAmt
Cost Or Other Basis$19,272CostOrOtherBasisAmt
Gain Or Loss$140,910GainOrLossAmt
Gains Minus Excess Or Losses$140,910GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$140,910CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,918InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,918SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,918TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,591EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,591TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$327TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
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 BooksMARGARET R SEELEYIndividualWithBooksNm
Phone3018822836PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 275AddressLine1Txt
CityLA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91944ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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
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)
PersonMARGARET R SEELEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 275AddressLine1Txt
CityLA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91944ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
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$4,385,720AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$79,633AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,465,353TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,465,353AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$66,980CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,398,373NetVlNoncharitableAssetsAmt
Minimum Investment Return$219,919MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$219,919MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,918TaxBasedOnInvestmentIncomeAmt
Total Tax$2,918TotalTaxAmt
Distributable Before Adj$217,001DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$217,001DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$217,001DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$206,375ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$206,375QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$217,001DistributableAsAdjustedAmt
Undistributed Income PY$200,203UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$206,375QualifyingDistributionsAmt
Applied To Year1$200,203AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,172AppliedToCurrentYearAmt
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$210,829UndistributedIncomeCYAmt
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)
Contributing ManagerMARGARET R SEELEYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARGARET R SEELEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 275AddressLine1Txt
CityLA MESACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91944ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3018822836RecipientPhoneNum
Form And Info And MaterialsALL APPLICATIONS SHOULD BE SUBMITTED IN WRITING TO THE ABOVE ADDRESS.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CABRILLO NATIONAL MONUMENT FOUNDATION
PO BOX 6349SAN DIEGOCA92166PCPROVIDE SUPPORT TO THE NATIONAL PARK.$5,000
ASPCA
PO BOX 96929WASHINGTONDC20090PCASSIST ANIMALS IN NEED.$10,000
SAN DIEGO BOTANIC GARDEN
300 QUAIL GARDENS DRIVEENCINITASCA92024PCPROTECTION OF PLANTS.$10,000
OCEANSIDE MUSEUM OF ART
704 PIER VIEW WAYOCEANSIDECA92054PCPROVIDE CULTURAL EXPOSURE TO COMMUNITY.$10,000
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037PCASSIST ANIMALS IN NEED.$10,000
HELPING HOMELESS FELINES
10125 SPRING LAKE TERRACEFAIRFAXVA22030PCHELP CATS IN NEED.$10,000
HELPING HOMELESS FELINES
10125 SPRING LAKE TERRACEFAIRFAXVA22030PCHELP CATS IN NEED.$10,000
LIONS TIGERS & BEARS BIG CAT AND EXOTIC ANIMAL RESCUE
24402 MARTIN WAYALPINECA91901PCHELP ANIMALS IN NEED.$10,000
RANCHO COASTAL HUMANE SOCIETY
389 REQUEZA STREETENCINITASCA92024PCHELP ANIMALS IN NEED.$15,000
LIONS TIGERS & BEARS BIG CAT AND EXOTIC ANIMAL RESCUE
24402 MARTIN WAYALPINECA91901PCHELP ANIMALS IN NEED.$15,000
PLANNED PARENTHOOD FEDERATION
PO BOX 97166WASHINGTONDC20077PCPROVIDES REPRODUCTIVE HEALTHCARE$25,000
SAN DIEGO HUMANE SOCIETY
5500 GAINES STREETSAN DIEGOCA92110PCHELP ANIMALS IN NEED.$25,000
NATIONAL PARK FOUNDATION
PO BOX 17394BALTIMOREMD21298PCPRESERVE NATIONAL PARKS.$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$205,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$963ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,175ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$2,031ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$140,910ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$212,079ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$212,079TotalIncomeProducingActyAmt

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 ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
MARGARET R SEELEY
1PO BOX 275LA MESACA91944$29,394Yes (X)
MARGARET R SEELEY
2PO BOX 275LA MESACA91944$25,322Yes (X)
MARGARET R SEELEY
3PO BOX 275LA MESACA91944$47,333Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
197 SHS CIGNA$29,3942023-10-25
2200 SHS ELECTRONIC ARTS$25,3222023-10-25
3500 SHS STARBUCKS$47,3332023-10-25

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,375Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,375DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARIOUS SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$298,576BookValueAmt
EOYFMV$4,911,931EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FMV OF STOCK CONTRIBUTION VS BASIS$76,831
TIMING DIFFERENCES$2,032

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US POST OFFICE$274$0$0
2022 FORM RRF-1$100$0$0
BROKER FEE$24$24$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRBC NON DIV DISTDesc
Revenue And Expenses Per Books$2,031RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$2,031AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2023 ESTIMATED TAXES$2,300$0$0
FOR TAXES$126$126$0

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