MST FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MST FAMILY FOUNDATION (EIN 85-3944160)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-06
IRS object ID
202402199349100775
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)
Return2024-08-06T15:00:37-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13558 ROUND BARN BOULEVARD SUITE 300AddressLine1Txt
CitySANTA ROSACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853944160EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MST FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMSTFBusinessNameControlTxt
Phone8043998098PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112321 SHORE VIEW DRIVEAddressLine1Txt
CityHENRICOCityNm
State AbbreviationVAStateAbbreviationCd
ZIP232333327ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET TIPPLEPersonNm
Person TitleDIRECTOR & PRESIDENTPersonTitleTxt
Phone8043998098PhoneNum
Signature2024-08-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LUMSDENPreparerPersonNm
PTINP01262236PTIN
Phone7075270800PhoneNum
Preparation2024-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$300,885FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$162,547ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,295DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,295DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,777NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,859GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,777CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$194,619TotalRevAndExpnssAmt
Total Net Invst Incm$32,072TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,250LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$6,250LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$575AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,175AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$100OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$100OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,393TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,493TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$675TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,425TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,119ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,119ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,612TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$675TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,544TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$162,007ExcessRevenueOverExpensesAmt
Net Investment Income$31,397NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,859CashBOYAmt
Cash EOY$12,748CashEOYAmt
Cash EOYFMV$12,748CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,130SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,453SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,453SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$98,435CorporateStockBOYAmt
Corporate Stock EOY$257,684CorporateStockEOYAmt
Corporate Stock EOYFMV$257,684CorporateStockEOYFMVAmt
Total Assets BOY$109,424TotalAssetsBOYAmt
Total Assets EOY$300,885TotalAssetsEOYAmt
Total Assets EOYFMV$300,885TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$109,424NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$300,885NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$109,424TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$300,885TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$109,424TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$300,885TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$109,424TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$162,007ExcessRevenueOverExpensesAmt
Other Increases$29,454OtherIncreasesAmt
Subtotal$300,885SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$300,885TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMERIPRISE - SHORT-TERM CAPITAL LOSS$25,000$25,006-$6-$6
AMERIPRISE - LONG-TERM CAPITAL GAIN$31,859$3,076$28,783$28,783
FieldValueIRS element (for citing)
Capital Gain Net Income$28,777CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$436InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$436SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$436TaxBasedOnInvestmentIncomeAmt
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$436TaxDueAmt

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 StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARGARET A TIPPLEIndividualWithBooksNm
Phone8043998098PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112321 SHORE VIEW DRIVEAddressLine1Txt
CityHENRICOCityNm
State AbbreviationVAStateAbbreviationCd
ZIP232333327ZIPCd
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

FieldValueIRS element (for citing)
PersonMARGARET A TIPPLEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112321 SHORE VIEW DRIVEAddressLine1Txt
CityHENRICOCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23233ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTOR & PRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos4.00AverageHrsPerWkDevotedToPosRt
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$214,190AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,407AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$240,597TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$240,597AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,609CashDeemedCharitableAmt
Net Vl Noncharitable Assets$236,988NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,849MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,849MinimumInvestmentReturnAmt
Tax Based On Investment Income$436TaxBasedOnInvestmentIncomeAmt
Total Tax$436TotalTaxAmt
Distributable Before Adj$11,413DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,413DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,413DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,544ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$26,544QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,413DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$20,489ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,216ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$45,705TotalExcessDistributionCyovAmt
Qualifying Distributions$26,544QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,413AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,131RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$60,836TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$60,836ExcessDistriCyovToNextYrAmt
Excess From Year2$20,489ExcessFromYear2Amt
Excess From Year1$25,216ExcessFromYear1Amt
Excess From Current Year$15,131ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARGARET A TIPPLEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN MEDICAL ASSOCIATION FOUNDATION
330 NORTH WABASH AVE SUITE 39300CHICAGOIL60611N/APCSUPPORT FOR MEDICAL EDUCATION$103
CARITAS
2220 STOCKTON STREETRICHMONDVA23224N/APCSUPPORT FOR HOUSING AND JOB TRAINING FOR THE HOMELESS$618
CHARITY NAVIGATOR
299 MARKET STREET SUITE 250SADDLE BROOKNJ07663N/APCTO SUPPORT TRANSPARENT AND IMPACTFUL GIVING$52
CONEXUS
11618 BUSY STREETRICHMONDVA23236N/APCTO SUPPORT PROGRAMS PREVENTING BLINDNESS AND PRESERVING SIGHT$103
FEED MORE
1415 RHOADMILLER STREETRICHMONDVA23220N/APCSUPPORT FOR FOOD PANTRIES IN CENTRAL VIRGINIA$2,808
GOOCHLAND PET LOVERS
PO BOX 27OILVILLEVA23129N/APCMEDICAL CARE FOR COMPANION ANIMALS$259
HABITAT FOR HUMANITY INTERNATIONAL INC
322 W LAMAR STREETAMERICUSGA31709N/APCSUPPORT FOR HOUSING FOR LIMITED INCOME CLIENTS$1,200
HEIFER PROJECT INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202N/APCSUPPORT FOR IMPROVED AGRICULTURE$1,500
INATURALIST
PO BOX 150357SAN RAFAELCA94915N/APCTO ASSIST NATURALISTS TO IDENTIFY PLANTS AND ANIMALS$52
INTERNATIONAL SOCIETY FOR INFECTIOUS DISEASES INC
867 BOYLSTON STREET 5TH FLOOR 198BOSTONMA02116N/APCEDUCATION PERTAINING TO INFECTIOUS DISEASES$261
LEWIS GINTER BOTANICAL GARDEN INC
1800 LAKESIDE AVENUERICHMONDVA23228N/APCTO CONNECT PEOPLE THROUGH PLANTS TO IMPROVE COMMUNITIES$100
MAYMONT FOUNDATION
1000 WESTOVER ROADRICHMONDVA23220N/APCTO SUPPORT GARDENS AND GROUNDS OPEN TO VISITORS, AS WELL AS WILDLIFE & ANIMAL HABITATS$50
MEDECINS SANS FRONTIERES USA INC DBA DOCTORS WITHOUT BORDERS USA INC
40 RECTOR STREET 16TH FLOORNEW YORKNY10006N/APCSUPPORT FOR DISASTER MEDICAL CARE IN THE UNITED STATES AND INTERNATIONAL COUNTRIES$1,250
NATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL AND PREVENTION INC
600 PEACHTREE STREET NE SUITE 1000ATLANTAGA30308N/APCSUPPORT FOR DISEASE CONTROL IN THE UNITED STATES AND INTERNATIONALLY$262
PARTNERS IN HEALTH A NONPROFIT CORPORATION
800 BOYLSTON STREET SUITE 300BOSTONMA02199N/APCMEDICAL CARE AND MEDICAL EDUCATION IN DEVELOPING COUNTRIES$523
RICHMOND SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
2519 HERMITAGE ROADRICHMONDVA23220N/APCMEDICAL CARE FOR COMPANION ANIMALS$250
SENIOR CONNECTIONS THE CAPITAL AREA AGENCY ON AGING
24 EAST CARY STREETRICHMONDVA23219N/APCSUPPORT FOR CASE MANAGEMENT, FOOD DELIVERY, AND TRANSPORT FOR THE ELDERLY AND DISABLED$510
SEVA FOUNDATION
1786 FIFTH STREETBERKELEYCA94710N/APCTO SUPPORT PROGRAMS THAT PRESERVE AND RESTORE SIGHT$100
SHALOM FARMS
1010 WEST LABURNUM AVENUERICHMONDVA23227N/APCFOOD PRODUCTION FOR FEEDMORE; OTHER FEEDING PROGRAMS$1,618
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306N/APCTO SUPPORT PROGRAMS ASSISTING FAMILIES IMPACTED BY 9/11 AS WELL AS AS FAMILIES OF MILITARY PERSONNEL AND FIRST RESPONDERS$262
THE CARTER CENTER INC
453 JOHN LEWIS FREEDOM PARKWAYATLANTAGA30307N/APCSUPPORT FOR DISEASE CONTROL$500
THE CROSS-OVER MINISTRY INC
8600 QUIOCCASIN ROAD SUITE 102RICHMONDVA23229N/APCMEDICAL CARE FOR INDIGENT PATIENTS$508
THE FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY INC
CO P H BARTELS 52 DRUID LANERIVERSIDECT06878N/APCTO PROVIDE SUPPORT AND BENEFIT FOR THE CORNELL LABORATORY OF ORNITHOLOGY, AN ADMINISTRATIVE AND ACADEMIC UNIT OF THE UNIVERSITY$70
THE WILDLIFE CENTER OF VIRGINIA
PO BOX 1557WAYNESBOROVA22980N/APCTO SUPPORT TREATMENT AND REHABILITATION OF ILL OR INJURED WILD ANIMALS AND EDUCATIONAL PROGRAMS FOR VARIOUS ENVIRONMENTAL ISSUES$317
THOMAS JEFFERSON FOUNDATION INC
PO BOX 316CHARLOTTESVILLEVA22902N/APCTO PRESERVE MONTICELLO AND SHARE THE HISTORY AND LEGACY OF THOMAS JEFFERSON$50
THOROUGHBRED RETIREMENT FOUNDATION INC
PO BOX 834SARATOGA SPRINGSNY12866N/APCRESCUE OF UNWANTED THOROUGHBRED HORSES AND RE-ENTRY PROGRAMS$130
UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK STREET SE SUITE 500MINNEAPOLISMN55455N/APCSUPPORT FOR THE CENTER FOR INFECTIOUS DISEASE RESEARCH AND POLICY$200
WORLD CENTRAL KITCHEN INC
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001N/APCSUPPORT FOR FOOD KITCHENS IN DISASTER AREAS IN THE UNITED STATES AND INTERNATIONAL COUNTRIES$1,463
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,119TotalGrantOrContriPdDurYrAmt
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$3,295ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,777ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,072ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,072TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
MARGARET A TIPPLE TIPPLE TRUST
112321 SHORE VIEW DRIVEHENRICOVA23233$43,500Yes (X)
MARGARET A TIPPLE TIPPLE TRUST
212321 SHORE VIEW DRIVEHENRICOVA23233$119,047Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$119,047FairMarketValueAmt
Received2023-04-10ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$5,750Amt
Net Investment Income$575NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,175DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
910 SHARES OF APPLE INC.$175,202$175,202
300 SHARES OF SOUTHERN COMPANY$21,036$21,036
300 SHARES OF VERIZON COMMUNICATIONS, INC.$11,310$11,310
120 SHARES AMAZON$18,233$18,233
300 SHARES AT&T INC.$5,034$5,034
33 SHARES LOWES COPMANIES INC.$7,344$7,344
100 SHARES ORACLE CORP$10,543$10,543
27 SHARES PEPSIO INC.$4,586$4,586
30 SHARES PROCTER & GAMBLE$4,396$4,396

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,250LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,250DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$29,454Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$100Amt
Net Investment Income$100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX PAYMENTSCategoryTxt
Amt$5,393Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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