BETA

KIRBY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
KIRBY FOUNDATION (EIN 20-5146083)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-08
IRS object ID
202411909349100751
Schema version
2023v5.1
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)
Return2024-07-08T13:57:47-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043037870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOLLUS LYNCH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line189 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205146083EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIRBY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MNAT-T PULSIFERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKIRBBusinessNameControlTxt
Phone8056179692PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1316 SPRUCE STREETAddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBIN KRIBYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8056179692PhoneNum
Signature2024-07-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBINPersonFirstNm
Person LastKRIBYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL BOLLUSPreparerPersonNm
PTINP00546642PTIN
Phone5087557107PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
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)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,596,646FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,500,052ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$608,024DividendsRevAndExpnssAmt
Dividends Net Invst Incm$608,024DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$283,322NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,300,539GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$283,322CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,391,398TotalRevAndExpnssAmt
Total Net Invst Incm$891,346TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$60,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$54,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$12,100OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$12,100OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$6,493PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$6,493PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,800AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$48,455OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$46,354OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,101OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$131,848TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,354TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$79,494TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,058,534ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,058,534ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,190,382TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,354TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,138,028TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,201,016ExcessRevenueOverExpensesAmt
Net Investment Income$838,992NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$86,520CashBOYAmt
Cash EOY$77,158CashEOYAmt
Cash EOYFMV$77,158CashEOYFMVAmt
Corporate Stock BOY$698,113CorporateStockBOYAmt
Corporate Stock EOY$532,605CorporateStockEOYAmt
Corporate Stock EOYFMV$532,605CorporateStockEOYFMVAmt
Other Investments BOY$21,161,807OtherInvestmentsBOYAmt
Other Investments EOY$24,986,883OtherInvestmentsEOYAmt
Other Investments EOYFMV$24,986,883OtherInvestmentsEOYFMVAmt
Total Assets BOY$21,946,440TotalAssetsBOYAmt
Total Assets EOY$25,596,646TotalAssetsEOYAmt
Total Assets EOYFMV$25,596,646TotalAssetsEOYFMVAmt
Accounts Payable BOY$41,663AccountsPayableBOYAmt
Accounts Payable EOY$15,104AccountsPayableEOYAmt
Total Liabilities BOY$41,663TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,104TotalLiabilitiesEOYAmt
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$21,904,777RetainedEarningBOYAmt
Retained Earning EOY$25,581,542RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,904,777TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,581,542TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,946,440TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$25,596,646TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,904,777TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,201,016ExcessRevenueOverExpensesAmt
Other Increases$2,475,749OtherIncreasesAmt
Subtotal$25,581,542SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$25,581,542TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SECURITIES SOLDP$1,757,379$2,017,217-$259,838-$259,838
CAPITAL GAINS DIVIDENDSP$543,160$543,160$543,160
FieldValueIRS element (for citing)
Capital Gain Net Income$283,322CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,662InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,662SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,662TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,091ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,091TotalPaymentsAndCreditsAmt
Es Penalty$679EsPenaltyAmt
Overpayment$7,750OverpaymentAmt
Applied To ES Tax$7,750AppliedToESTaxAmt
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
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8056179692PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1316 SPRUCE STREETAddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAUREL FRANCIS
POST OFFICE BOX 1347WILMINGTONDE19899PRESIDENT5.00$15,000$0$0
ROBIN KIRBY
POST OFFICE BOX 1347WILMINGTONDE19899TREASURER5.00$15,000$0$0
LISA GIBBS
POST OFFICE BOX 1347WILMINGTONDE19899SECRETARY5.00$15,000$0$0
SCOTT KIRBY
POST OFFICE BOX 1347WILMINGTONDE19899DIRECTOR5.00$15,000$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$23,689,704AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$81,840AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,771,544TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$23,771,544AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$356,573CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,414,971NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,170,749MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,170,749MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,662TaxBasedOnInvestmentIncomeAmt
Total Tax$11,662TotalTaxAmt
Distributable Before Adj$1,159,087DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,159,087DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,159,087DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,138,028ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,138,028QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,159,087DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$704,863ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$659,465ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,344,375ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,789ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$4,715,492TotalExcessDistributionCyovAmt
Qualifying Distributions$1,138,028QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,138,028AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$21,059ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$21,059ExcessDistributionCyovAppCYAmt
Total Corpus$4,694,433TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$683,804ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,010,629ExcessDistriCyovToNextYrAmt
Excess From Year4$659,465ExcessFromYear4Amt
Excess From Year3$3,344,375ExcessFromYear3Amt
Excess From Year2$6,789ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ENDOWMENT FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15700 DARROW ROAD 118AddressLine1Txt
CityHUDSONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44236ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipUNRELATEDRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATING SUPPORTGrantOrContributionPurposeTxt
Amt$1,058,534Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,058,534TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$608,024ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$283,322ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$891,346ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$891,346TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KIRBY MARITAL TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1555 SAINT CHARLES DRIVE STE 200AddressLine1Txt
CityTHOUSAND OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91360ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,800DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB EQUITIESStockNm
EOY Book Value$532,605EOYBookValueAmt
EOYFMV$532,605EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCAPITAL GROUPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$24,986,883BookValueAmt
EOYFMV$24,986,883EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$2,475,749Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$46,354$46,354$0
PAYROLL FEES$2,101$0$2,101

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