EOS FOUNDATION TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
EOS FOUNDATION TR (EIN 47-7281230)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-06-05
IRS object ID
202411579349100116
Schema version
2022v5.0
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)
Return2024-06-05T03:21:20-00:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752565401PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KERRY M BALTHROP CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12333 FLORENCE ROADAddressLine1Txt
CityKELLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76262ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN477281230EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EOS FOUNDATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEOSFBusinessNameControlTxt
Phone8177310241PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 121938AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGWENDOLYN WEINERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8177310241PhoneNum
Signature2024-05-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGWENDOLYNPersonFirstNm
Person LastWEINERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKERRY M BALTHROPPreparerPersonNm
PTINP00588182PTIN
Phone8174319220PhoneNum
Preparation2024-05-24PreparationDt
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)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,162,923FMVAssetsEOYAmt
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$214,599DividendsRevAndExpnssAmt
Dividends Net Invst Incm$214,599DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$314,330NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$318,723GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$314,330CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,253OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,254OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$530,182TotalRevAndExpnssAmt
Total Net Invst Incm$530,183TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,125LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$1,125LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$4,125TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,625TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$460,778ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$460,778ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$464,903TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$463,403TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$65,279ExcessRevenueOverExpensesAmt
Net Investment Income$528,683NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,375,692SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,053,332SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,053,332SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,786,649CorporateStockBOYAmt
Corporate Stock EOY$24,109,591CorporateStockEOYAmt
Corporate Stock EOYFMV$24,109,591CorporateStockEOYFMVAmt
Total Assets BOY$12,162,341TotalAssetsBOYAmt
Total Assets EOY$25,162,923TotalAssetsEOYAmt
Total Assets EOYFMV$25,162,923TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$13,504,619CapitalStockBOYAmt
Capital Stock EOY$13,504,619CapitalStockEOYAmt
Retained Earning BOY-$1,342,278RetainedEarningBOYAmt
Retained Earning EOY$11,658,304RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,162,341TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,162,923TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,162,341TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,162,923TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,162,341TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$65,279ExcessRevenueOverExpensesAmt
Other Increases$12,935,303OtherIncreasesAmt
Subtotal$25,162,923SubtotalAmt
Tot Net Ast Or Fund Balances EOY$25,162,923TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GE HEALTHCARE TEHNOLOGIESP2015-10-292023-01-03$39$98-$59-$59
ABBVIE INCP2020-05-112023-05-04$7,599$4,295$3,304$3,304
FieldValueIRS element (for citing)
Capital Gain Net Income$314,330CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,349InvestmentIncomeExciseTaxAmt
Subtotal$7,349SubtotalAmt
Tax Based On Investment Income$7,349TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$25,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$45,000TotalPaymentsAndCreditsAmt
Original Return Tax Paid$45,000OriginalReturnTaxPaidAmt
Overpayment$37,651OverpaymentAmt
Applied To ES Tax$37,651AppliedToESTaxAmt

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 StateTXOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RIDGMAR OIL & GAS COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8177310241PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12601 RIDGMAR PLAZAAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76116ZIPCd
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

FieldValueIRS element (for citing)
PersonGWENDOLYN WEINERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12601 RIDGMAR PLAZAAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76116ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos005.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,524,519AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,309,130AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,833,649TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$23,833,649AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$357,505CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,476,144NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,173,807MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,173,807MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,349TaxBasedOnInvestmentIncomeAmt
Total Tax$7,349TotalTaxAmt
Distributable Before Adj$1,166,458DistributableBeforeAdjAmt
Distributable Before Ded$1,166,458DistributableBeforeDedAmt
Distributable As Adjusted$1,166,458DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$463,403ExpensesAndContributionsAmt
Qualifying Distributions$463,403QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,166,458DistributableAsAdjustedAmt
Undistributed Income PY$108,325UndistributedIncomePYAmt
Qualifying Distributions$463,403QualifyingDistributionsAmt
Applied To Year1$108,325AppliedToYear1Amt
Applied To Current Year$355,078AppliedToCurrentYearAmt
Undistributed Income CY$811,380UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGWENDOLYN WEINERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADERA FOUNDATION
2901 RIVERGLEN DRFORT WORTHTX76109UNRESTRICTED DONATION$1,000
CHARITY WATCH
PO BOX 578460CHICAGOIL60657UNRESTRICTED DONATION$100
COMMON CAUSE EDUCATION FUND
805 15TH ST NW SUITE 800WASHINGTONDC20005UNRESTRICTED DONATION$3,000
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLOORNEW YORKNY10001UNRESTRICTED DONATION$10,000
ADOPTAPLATOON
PO BOX 234LOZANOTX78568UNRESTRICTED DONATION$608
FEED THE HUNGRY
530 E IRELAND ROADSOUTH BENDIN46614UNRESTRICTED DONATION$2,000
MERCY CORPS
45 SW ANKENYPORTLANDOR97204UNRESTRICTED DONATION$41,800
AMERICAN CANCER SOCIETY
PO BOX 6704HAGERSTOWNMD21741UNRESTRICTED DONATION$250
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221UNRESTRICTED DONATION$500
AMERICAN LEGION CHARITIES
700 N PENNSYLVANIA STINDIANAPOLISIN46206UNRESTRICTED DONATION$500
ANIMAL LEGAL DEFENSE FUND
525 EAST COTATI AVENUECOTATICA94931UNRESTRICTED DONATION$150
PHYSICIANS COMMITTE FOR RESP MEDICINE
5100 WEISONSIN AVE NW SUITE 400WASHINGTONDC20016UNRESTRICTED DONATION$4,000
PROJECT HOPE
255 CARTER HALL LANEMILWOODVA22646UNRESTRICTED DONATION$9,500
ASPCA
424 EAST 92ND STNEW YORKNY10128UNRESTRICTED DONATION$5,000
SAVE THE CHILDREN FEDERATION
501 KINGS HIGHWAY EAST STE 400FAIRFIELDCT06825UNRESTRICTED DONATION$5,000
ARIZONA HUMANE SOCIETY
1521 W DOBBINS RDPHOENIXAZ85041UNRESTRICTED DONATION$1,000
TRUST FOR TRAUMA JORNALISM INC
4617 S FERDINAND AVETAMPAFL33611UNRESTRICTED DONATION$125,000
BLUE YELLOW USA FRIENDS OF BLUE YELLOW UKRAINE
PO BOX 641NAPERVILLEIL60565UNRESTRICTED DONATION$10,000
BREAD FOR THE WORLD INSTITUTE
425 THIRD ST SW STE 1200WASHINGTONDC20024UNRESTRICTED DONATION$10,000
USA FOR UNHCR
1310 L ST NW SUITE 450WASHINGTONDC20005UNRESTRICTED DONATION$7,000
BRIGHTFOCUS FOUNDATION-ALZHEIMERS DISEASE
22512 GATEWAY CENTER DRCLARKSBURGMD20871UNRESTRICTED DONATION$5,000
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902UNRESTRICTED DONATION$5,000
BUCKNEW INTERNATIONAL
700 N PEAR ST STE 1200DALLASTX75201UNRESTRICTED DONATION$120
CHATOLIC CHARITIES FORT WORTH
249 W THORNHILL DRFORT WORTHTX76115UNRESTRICTED DONATION$2,000
COAST GUARD FOUNDATION
394 TAUGWONK RDSTONINGTONCT06378UNRESTRICTED DONATION$1,000
COMPASSION & CHOICES
101 SW MADISON ST STE 8009PORTLANDOR97207UNRESTRICTED DONATION$500
EL RIO FOUNDATION
839 W CONGRESS STTUCSONAZ85745UNRESTRICTED DONATION$25,000
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STNEW YORKNY10168UNRESTRICTED DONATION$3,000
GLOBAL OPERATIONS GROUP UKRAINE AID
PO BOX 234WEST FRIENDSHIPMD21794UNRESTRICTED DONATION$45,000
HOMES FOR VETERANS
PO BOX 232 LYNN STHARRKINGTON PARKNJ07640UNRESTRICTED DONATION$1,000
MAKE A WISH FOUNDATION
1702 E HIGHLAND AVE STE 400PHOENIXAZ85016UNRESTRICTED DONATION$100
MEMORIAL SLOAN KETTERING CANCER CENTER
633 THIRD AVE 5TH FLOORNEW YORKNY10017UNRESTRICTED DONATION$5,000
MULTIPLE MYELOMA RESEARCH FOUNDATION
383 MAIN AVE 5TH FLOORNORWALKCT06851UNRESTRICTED DONATION$50,000
UNIVERSITY OF AZ FOUNDATION-FLANDRAU PLANETARIUM
1111 N CHERRY AVETUCSONAZ85719UNRESTRICTED DONATION$31,800
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRRESTONVA20190UNRESTRICTED DONATION$500
ORPHAN GRAIN TRAIN
601 W PHILLIP AVENORFOLKNE68701UNRESTRICTED DONATION$10,000
OXFAM
226 CAUSEWAY STBOSTONMA02114UNRESTRICTED DONATION$600
PARALYZED VETERANS OF AMERICA
1875 EYE ST NW STE 1100WASHINGTONDC20006UNRESTRICTED DONATION$1,000
PARKINSONS FOUNDATION
1359 BROADWAY STE 1509NEW YORKNY10018UNRESTRICTED DONATION$500
PARTNERS IN HEALTH
800 BOYLSTON STBOSTONMA02199UNRESTRICTED DONATION$100
PI BETA PHI FOUNDATION
1154 TOWN AND COUNTRY COMMONS DRCHESTERFIELDMO63017UNRESTRICTED DONATION$500
PLANNED PARENTHOOD ARIZONA
4751 N 15TH ST STE 3PHOENIXAZ85014UNRESTRICTED DONATION$500
PUBLIC CITIZEN FOUNDATION
1600 20TH ST NWWASHINGTONDC20009UNRESTRICTED DONATION$500
SAVE UKRAINE A FAMILY FOR EVERY ORPHAN
113 CHERRY ST STE 37939SEATTLEWA98104UNRESTRICTED DONATION$10,000
SEMPER K9 ASSISTANCE DOGS
PO BOX 451QUANTICOVA22134UNRESTRICTED DONATION$500
SHRINERS HOSPITALS FOR CHILDREN
PO BOX 31356TAMPAFL33631UNRESTRICTED DONATION$500
SPECIAL OLYMPICS
1133 NINETEENTH ST NW 12TH FLOORWASHINGTONDC20036UNRESTRICTED DONATION$300
SPLC
400 WASHINGTON AVEMONTGOMERYAL36104UNRESTRICTED DONATION$2,000
ST LABRE INDIAN SCHOOL
112 ST LABRE CAMPUS DRASHLANDMT59003UNRESTRICTED DONATION$1,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STNEW ORLEANSLA70130UNRESTRICTED DONATION$1,000
UKRAINIAN CONGRESS COMMITTEE OF AMERICA
203 2ND AVENEW YORKNY10003UNRESTRICTED DONATION$10,000
UNITED 24
2134 KALORAMA RD NWWASHINGTONDC20008UNRESTRICTED DONATION$10,000
VIETNAM VETERANS MEMORIAL FUND
1235 SOUTH CLARK ST STE 910ARLINGTONVA22202UNRESTRICTED DONATION$100
WORLD ANIMAL PROTECTION
535 8TH AVE 3RD FLOORNEW YORKNY10018UNRESTRICTED DONATION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$460,778TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$214,599ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,253ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$314,330ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$530,182ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$530,182TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS STOCKS WELLS FARGO$7,003,814$9,920,902
MUTUAL FUNDS STOCKS SCHWAB$4,170,475$14,188,689
UNREALIZED GAINS$12,935,302

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,125LegalFeesAmt
Disbursements Charitable Prps$1,125DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
CASH BACK REWARDS$1,254$1,254
ENTERPRISE PRODUCTS K-1-$1

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCUMULATIVE UNREALIZED GAINSDesc
Amt$12,935,303Amt

Taxes Schedule TaxesSchedule

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