BETA

GUERRERO FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GUERRERO FAMILY FOUNDATION (EIN 83-2740704)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-30
IRS object ID
202441219349100149
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)
Return2024-04-30T15:53:58-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1180 PARK AVENUE SUITE 200AddressLine1Txt
CityFLORHAM PARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07932ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832740704EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GUERRERO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGUERBusinessNameControlTxt
Phone2127156820PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12740 WEST RAPTOR VIEW LANEAddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFERNANDO GUERREROPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2127156820PhoneNum
Signature2024-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFERNANDOPersonFirstNm
Person LastGUERREROPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTONIA SIMONPreparerPersonNm
PTINP00175762PTIN
Phone9732180500PhoneNum
Preparation2024-04-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$3,592,738FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,736InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,736InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,992DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,992DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,728TotalRevAndExpnssAmt
Total Net Invst Incm$12,728TotalNetInvstIncmAmt
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$9,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,700AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,125TaxesRevAndExpnssAmt
Taxes Net Invst Incm$85TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,825TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$85TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,700TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$162,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$162,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$175,325TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$85TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$172,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$162,597ExcessRevenueOverExpensesAmt
Net Investment Income$12,643NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$831,790CashBOYAmt
Sav And Temp Cash Invst BOY$18SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$669,211SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$669,211SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$449,715CorporateStockBOYAmt
Corporate Stock EOY$559,104CorporateStockEOYAmt
Corporate Stock EOYFMV$559,104CorporateStockEOYFMVAmt
Other Investments BOY$2,229,628OtherInvestmentsBOYAmt
Other Investments EOY$2,364,423OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,364,423OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,511,151TotalAssetsBOYAmt
Total Assets EOY$3,592,738TotalAssetsEOYAmt
Total Assets EOYFMV$3,592,738TotalAssetsEOYFMVAmt
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$3,511,151RetainedEarningBOYAmt
Retained Earning EOY$3,592,738RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,511,151TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,592,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,511,151TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,592,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,511,151TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$162,597ExcessRevenueOverExpensesAmt
Other Increases$244,184OtherIncreasesAmt
Subtotal$3,592,738SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,592,738TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$176InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$176SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$176TaxBasedOnInvestmentIncomeAmt
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$176TaxDueAmt

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 StateWYOrgReportOrRegisterStateCd
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 BooksPETER CHANIndividualWithBooksNm
Phone2127156820PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1452 FIFTH AVENUE 30TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
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
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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FERNANDO GUERRERO
C/O VARADERO CAPITAL 452 5TH AVE30FNEW YORKNY10018DIRECTOR2.00$0$0$0
JILL JACHERA
C/O VARADERO CAPITAL 452 5TH AVE30FNEW YORKNY10018DIRECTOR2.00$0$0$0
GLADYS MARTINEZ
C/O VARADERO CAPITAL 452 5TH AVE30FNEW YORKNY10018DIRECTOR2.00$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$507,156AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$810,269AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,298,520FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,615,945TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,615,945AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,239CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,561,706NetVlNoncharitableAssetsAmt
Minimum Investment Return$178,085MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$178,085MinimumInvestmentReturnAmt
Tax Based On Investment Income$176TaxBasedOnInvestmentIncomeAmt
Total Tax$176TotalTaxAmt
Distributable Before Adj$177,909DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$177,909DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$177,909DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$172,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$172,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$177,909DistributableAsAdjustedAmt
Undistributed Income PY$166,397UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$172,200QualifyingDistributionsAmt
Applied To Year1$166,397AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,803AppliedToCurrentYearAmt
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$172,106UndistributedIncomeCYAmt
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 ManagerFERNANDO GUERREROContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ART ASSOCIATION OF JACKSON HOLE
240 S GLENWOOD STJACKSONWY83001PCGENERAL UNRESTRICTED$1,000
BABAS BUNCH FOUNDATION INC
1200 NW 78TH AVEMIAMIFL33126PCGENERAL UNRESTRICTED$1,000
CLIMB WYOMING
1709 CAREY AVENUECHEYENNEWY82001PCGENERAL UNRESTRICTED$2,500
COMMUNITY ENTRY SERVICES
20 PIONEER LANE PO BOX 4259JACKSONWY83001PCGENERAL UNRESTRICTED$1,000
COMMUNITY FOUNDATION OF JACKSON HOLE
245 E SIMPSON AVE POB 574JACKSONWY83001PCGENERAL UNRESTRICTED$5,000
COOMBS OUTDOORS
160 N GLENWOOD STJACKSONWY83001PCGENERAL UNRESTRICTED$1,000
DANCERS' WORKSHOP
240 S GLENWOOD STJACKSONWY83001PCGENERAL UNRESTRICTED$1,000
EB RESEARCH PARTNERSHIP
132 E 43RD STREET 432NEW YORKNY10017PCGENERAL UNRESTRICTED$5,000
FREEDOM SERVICES DOGS
7193 S DILLON CTENGLEWOODCO80112PCGENERAL UNRESTRICTED$2,000
FRIENDS OF CARITAS
81 WASHINGTON AVENUECAMBRIDGEMA02140PCGENERAL UNRESTRICTED$61,000
GRAND TETON NATIONAL PARK FOUNDATION
115 E PEARL AVE 201JACKSONWY83001PCGENERAL UNRESTRICTED$4,000
HABITAT FOR HUMANITY
322 WEST LAMAR STREETAMERICUSGA31709PCGENERAL UNRESTRICTED$3,000
HARVARD BUSINESS SCHOOL
HARVARD UNIVERSITYBOSTONMA02163PCGENERAL UNRESTRICTED$1,000
HISPANIC FEDERATION
55 EXCHANGE PL 5NEW YORKNY10005PCGENERAL UNRESTRICTED$1,000
HISTORICAL SOCIETY OF PRINCETON
354 QUAKER ROADPRINCETONNJ08540PCGENERAL UNRESTRICTED$1,000
IMANI MILELE CHILDREN
10205 US HIGHWAY 1SEBASTIANFL32958PCGENERAL UNRESTRICTED$1,000
INSTITUTE FOR ETHNOMEDICINE
1130 US-89JACKSONWY83001PCGENERAL UNRESTRICTED$1,000
LSU COLLEGE OF BUSINESS
501 SOUTH QUAD DRIVEBATON ROUGELA70808PCGENERAL UNRESTRICTED$5,000
NATIONAL ALLIANCE ON MENTAL ILLNESS
4301 WILSON BLVD SUITE 300ARLINGTONVA22203PCGENERAL UNRESTRICTED$1,000
ONE LOVE FOUNDATION
46 PONDFIELD RDBRONXVILLENY10708PCGENERAL UNRESTRICTED$1,000
OUR LADY OF THE MOUNTAIN
2 E SPRINGTOWN ROADLONG VALLEYNJ07853PCGENERAL UNRESTRICTED$2,500
PCS CAPITAL & ENDOWMENT FUND
100 BUNN DRIVEPRINCETONNJ08540PCGENERAL UNRESTRICTED$2,000
PENN STATE UNIVERSITY
201 OLD MAINUNIVERSITY PARKPA16802PCGENERAL UNRESTRICTED$1,000
RAZOM FOR UKRAINE
140 2ND AVENEW YORKNY10003PCGENERAL UNRESTRICTED$500
SERVICE TO SCHOOL
300 3RD STREET APT 919SAN FRANCISCOCA94107PCGENERAL UNRESTRICTED$2,500
SPONSORS FOR EDUCATIONAL OPPORTUNITY
55 EXCHANGE PLACE 601NEW YORKNY10005PCGENERAL UNRESTRICTED$12,500
ST JOHNS HEALTH
625 EAST BROADWAYJACKSONWY83001PCGENERAL UNRESTRICTED$3,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105PCGENERAL UNRESTRICTED$2,500
ST PAUL THE APOSTLE CHURCH
405 W 59TH STNEW YORKNY10019PCGENERAL UNRESTRICTED$1,000
TETON LITERACY CENTER
1715 HIGH SCHOOL RD 260JACKSONWY83001PCGENERAL UNRESTRICTED$6,000
TETON RAPTOR CENTER
5450 WY-22WILSONWY83014PCGENERAL UNRESTRICTED$10,000
THE FRIENDS OF FOUNDATIONS ACADEMIES
363 WEST STATE STTRENTONNJ08618PCGENERAL UNRESTRICTED$1,000
THE PEDDIE SCHOOL
201 S MAIN STREETHIGHSTOWNNJ08520PCGENERAL UNRESTRICTED$1,000
THE PINE CAY PROJECT
207 E OHIO 437CHICAGOIL60611PCGENERAL UNRESTRICTED$5,000
THE UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUECHICAGOIL60637PCGENERAL UNRESTRICTED$1,000
TURNING POINT PREGNANCY RESOURCE CENTER
7340 MIRAMAR ROAD SUITE 204SAN DIEGOCA92126PCGENERAL UNRESTRICTED$2,500
US AGAINST ALZHEIMER'S
PO BOX 34565WASHINGTONDC20043PCGENERAL UNRESTRICTED$5,000
WARRIOR SCHOLAR PROJECT
1012 14TH ST NW 1200WASHINGTONDC20005PCGENERAL UNRESTRICTED$2,500
YWCA
1400 STREET SUITE 325WASHINGTONDC20005PCGENERAL UNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$162,500TotalGrantOrContriPdDurYrAmt
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$3,736ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,992ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,728ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,728TotalIncomeProducingActyAmt

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)
CategoryRETURN PREPARATION AND TAX COMPLIANCECategoryTxt
Amt$9,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,700DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD S&P ETF (VOO)StockNm
EOY Book Value$559,104EOYBookValueAmt
EOYFMV$559,104EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVARADERO INTERNATIONAL, LTDCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,364,423BookValueAmt
EOYFMV$2,364,423EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED CHANGE IN VALUE OF INVESTMENTSDesc
Amt$244,184Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$85$85$0
FEDERAL TAX$3,040$0$0

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