GREY FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GREY FAMILY FOUNDATION (EIN 68-0323540)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202421359349104682
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)
Return2024-05-14T15:05:19-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946357165PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOWAT MACKIE & ANDERSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET SUITE 1500AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946123577ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680323540EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREYBusinessNameControlTxt
Phone4156081007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 MOUNT TIBURON ROADAddressLine1Txt
CityTIBURONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD S GREYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4156081007PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastGREYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN E WILSONPreparerPersonNm
PTINP00449883PTIN
Phone5108931120PhoneNum
Preparation2024-05-14PreparationDt

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$10,430,389FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$426InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$426InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$161,793DividendsRevAndExpnssAmt
Dividends Net Invst Incm$161,793DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$163,096NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$172,768GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$163,096CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$325,315TotalRevAndExpnssAmt
Total Net Invst Incm$325,315TotalNetInvstIncmAmt
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$7,430AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,430AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$9,598TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$115OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,143TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,530TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$434,854ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$434,854ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$451,997TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$442,384TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$126,682ExcessRevenueOverExpensesAmt
Net Investment Income$325,301NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$143,832SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,010SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,010SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,345,261CorporateStockBOYAmt
Corporate Stock EOY$2,388,479CorporateStockEOYAmt
Corporate Stock EOYFMV$10,408,379CorporateStockEOYFMVAmt
Total Assets BOY$2,489,093TotalAssetsBOYAmt
Total Assets EOY$2,410,489TotalAssetsEOYAmt
Total Assets EOYFMV$10,430,389TotalAssetsEOYFMVAmt
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$2,489,093RetainedEarningBOYAmt
Retained Earning EOY$2,410,489RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,489,093TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,410,489TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,489,093TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,410,489TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,489,093TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$126,682ExcessRevenueOverExpensesAmt
Other Increases$48,078OtherIncreasesAmt
Subtotal$2,410,489SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,410,489TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHEVRON CORPP2023-09-07$83,479$3,542$79,937$79,937
APPLE INCP2023-08-25$89,289$6,130$83,159$83,159
FieldValueIRS element (for citing)
Capital Gain Net Income$163,096CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,522InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,522SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,522TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,278OverpaymentAmt
Applied To ES Tax$2,278AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksDOUGLAS P GREYIndividualWithBooksNm
Phone4156081007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MOWAT MACKIE ANDERSON 1999AddressLine1Txt
Address Line2HARRISON ST SUITE 1500AddressLine2Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12022UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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
DOUGLAS GREY
2 MT TIBURON ROADTIBURONCA94920PRESIDENT5.00$0$0$0
RICHARD S GREY
2370 PARADISE DRTIBURONCA94920VICE PRESIDENT2.00$0$0$0
AMANDA GREY TIMAR
201 OVERLOOK DRIVESANTA CRUZCA95060SECRETARY/TREASURER1.00$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$9,811,786AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$96,497AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,908,283TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,908,283AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$148,624CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,759,659NetVlNoncharitableAssetsAmt
Minimum Investment Return$487,983MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$487,983MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,522TaxBasedOnInvestmentIncomeAmt
Total Tax$4,522TotalTaxAmt
Distributable Before Adj$483,461DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$483,461DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$483,461DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$442,384ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$442,384QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$483,461DistributableAsAdjustedAmt
Undistributed Income PY$455,235UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$442,384QualifyingDistributionsAmt
Applied To Year1$442,384AppliedToYear1Amt
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$12,851Taxable2Amt
Undistributed Income CY$483,461UndistributedIncomeCYAmt
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 (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALEXANDRIA SYMPHONY ORCHESTRA
700 N FAIRFAX ST 501ALEXANDRIAVA22314N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
ALL UNDER 5000
AVAILABLE UPON REQUESTOAKLANDCA94612N/APUBLIC CHARITYPROGRAM SUPPORT$55,400
ALLIANCE FOR GLOBAL CLINICAL TRAINING
115 LAKE AVEPIEDMONTCA94611N/APUBLIC CHARITYPROGRAM SUPPORT$11,200
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DRIVE SUITE 602BOSTONMA02215N/APUBLIC CHARITYTHE JOHN R GREY IV CARDIOLOGY FELLOWSHIP ENDOWMENT FUND$5,000
CAMP KREM
102 BROOK LANEBOULDER CREEKCA95006N/APUBLIC CHARITYPROGRAM SUPPORT$12,000
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813N/APUBLIC CHARITYMAUI STRONG FUND$50,000
KQED
PO BOX 5003HAGERSTOWNMD21741N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED
1155 MARKET ST 10TH FLOORSAN FRANCISCOCA94103N/APUBLIC CHARITYPROGRAM SUPPORT$12,000
MONARCH PROJECT
PO BOX 924MONARCHMT59463N/APUBLIC CHARITYTHE MONARCH NEIHART HISTORICAL GROUP$15,000
OKIZU
83 HAMILTON DR SUITE 200NOVATOCA94949N/APUBLIC CHARITYPROGRAM SUPPORT$12,000
OPERATION ACCESS
353 KEARNY ST SUITE 201SAN FRANCISCOCA94108N/APUBLIC CHARITYPROGRAM SUPPORT$10,000
SANTA CATALINA SCHOOL
1500 MARK THOMAS DRIVEMONTEREYCA93940N/APUBLIC CHARITYPROGRAM SUPPORT$7,500
SF MARIN FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305N/APUBLIC CHARITYTHE ART HISTORY GIFT FUND, THE BUCK/CARDINAL CLUB FUND, THE BIODESIGN MAIN GIFT FUND, AND THE STANFORD FUND.$86,254
THE DAWN REDWOODS TRUST
ONE BLACKFIELD DRIVE SUITE 331TIBURONCA94920N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
TRUST FOR PUBLIC LAND
101 MONTGOMERY ST SUITE 900SAN FRANCISCOCA94104N/APUBLIC CHARITYPROGRAM SUPPORT$50,000
VASCULAR CURES
274 REDWOOD SHORES PKWY 717REDWOOD CITYCA94065N/APUBLIC CHARITYPROGRAM SUPPORT$65,000
WILDCARE
76 ALBERT PARK LNSAN RAFAELCA94901N/APUBLIC CHARITYPROGRAM SUPPORT$15,000
WOMEN'S CENTER AT UNIVERSITY OF VIRGINIA
PO BOX 37963BOONEIA50037N/APUBLIC CHARITYPROGRAM SUPPORT$8,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$434,854TotalGrantOrContriPdDurYrAmt
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$426ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$161,793ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$163,096ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$325,315ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$325,315TotalIncomeProducingActyAmt

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$7,430Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,430DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK AMERICA CORP$22,392$134,680
CHEVRON CORPORATION$82,033$1,906,414
APPLE INC$283,725$4,455,337
VANGUARD 500 INDEX$2,000,329$3,911,948

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REGISTRY OF CHARITABLE TRUSTS ANNUAL REGISTRATION RENEWAL FEES$100$0$100
BANK FEES$14$14$0
ROUNDING$1$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON STOCK CONTRIBUTIONDesc
Amt$48,078Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$9,598Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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