Be Thou My Vision Foundation: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- Be Thou My Vision Foundation (EIN 85-2847523)
- Tax period
- 2023-01-01 to 2023-12-28
- Filed
- 2024-10-04
- IRS object ID
- 202402789349100315
- 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
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-04T21:13:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852847523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Be Thou My Vision Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | alastair bruce johnston | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,429 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,429 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$37,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $660,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,014 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $950 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $950 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $379 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $24,245 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,640,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,640,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,675,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,665,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,652,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,635 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $561,497 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $2,884,891 | CorporateStockBOYAmt |
| Total Assets BOY | $3,446,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,446,388 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,446,388 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,446,388 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,446,388 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,652,873 | ExcessRevenueOverExpensesAmt |
| Other Increases | $206,485 | OtherIncreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $660,238 | GrossSalesPriceAmt |
| Cost Or Other Basis | $697,779 | CostOrOtherBasisAmt |
| Gain Or Loss | -$37,541 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$37,541 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$37,541 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $829 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $829 | SubtotalAmt |
| Tax Based On Investment Income | $829 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,171 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $5,171 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Alastair Bruce Johnston | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
| Jean Boyle Johnston | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,502,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $610,870 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,113,682 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,113,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,066,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $829 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $829 | TotalTaxAmt |
| Distributable Before Adj | $151,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $151,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $151,259 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,665,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,665,275 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,340 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $3,665,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,340 | AppliedToYear1Amt |
| Applied To Current Year | $151,259 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,462,676 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,462,676 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,462,676 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,462,676 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALASTAIR BRUCE JOHNSTON | ContributingManagerNm |
| Contributing Manager | JEAN BOYLE JOHNSTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||||||
| 245 SUMMER ST MZ NM43A | BOSTON | MA | 02210 | N/A | PC | 2011 Be Thou My Vision Fund (IN-KIND GRANTS - SEE GENERAL EXPLANATION) | $3,457,986 | ||||
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||||||
| 245 SUMMER ST MZ NM43A | BOSTON | MA | 02210 | N/A | PC | 2011 Be Thou My Vision Fund | $7,094 | ||||
| IRCT INTL REHAB COUNCIL FOR TORTURE VICTIMS | |||||||||||
| N/A | PC | General & Unrestricted | $175,000 | VESTERBROGADE 149 BLDG 4 3RD FL | COPENHAGEN | DA | 1620 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,640,080 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,429 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$37,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,473 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART XIV (FORM 990-PF): | PART XIV (FORM 990-PF): | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $2,486,460 TOTAL BOOK VALUE OF PROPERTY: $2,279,975 TOTAL CASH PORTION OF GRANTS: $971,526 TOTAL AMOUNT OF GRANTS: $3,457,986 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES: $206,485 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: ALPHABET INC CL A UNITS: 800 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $105,364 BOOK VALUE OF PROPERTY: $72,358 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $105,364 DESCRIPTION OF PROPERTY: AMAZON COM UNITS: 1,600 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $236,848 BOOK VALUE OF PROPERTY: $284,788 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $236,848 DESCRIPTION OF PROPERTY: AMERICAN CENTURY SH DUR INFL PROT BD INV UNITS: 19,648 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $201,587 BOOK VALUE OF PROPERTY: $210,211 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $201,587 DESCRIPTION OF PROPERTY: BERKSHIRE HATHAWAY INC. CLASS B UNITS: 1,500 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $540,323 BOOK VALUE OF PROPERTY: $431,707 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $540,323 DESCRIPTION OF PROPERTY: ELI LILLY & CO UNITS: 200 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $116,319 BOOK VALUE OF PROPERTY: $51,677 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $116,319 DESCRIPTION OF PROPERTY: EXXON MOBIL CORP UNITS: 300 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $30,279 BOOK VALUE OF PROPERTY: $12,373 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $30,279 DESCRIPTION OF PROPERTY: FIDELITY FLOATING RATE HIGH INCOME UNITS: 6,022 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $55,823 BOOK VALUE OF PROPERTY: $56,200 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $55,823 DESCRIPTION OF PROPERTY: ISHARES CORE MSCI EMERGING MARKETS UNITS: 500 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $25,203 BOOK VALUE OF PROPERTY: $27,147 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $25,203 DESCRIPTION OF PROPERTY: ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK UNITS: 750 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $48,514 BOOK VALUE OF PROPERTY: $48,575 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $48,514 DESCRIPTION OF PROPERTY: ISHARES RUSSELL 3000 GROWTH UNITS: 500 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $51,557 BOOK VALUE OF PROPERTY: $43,224 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $51,557 DESCRIPTION OF PROPERTY: ISHARES S&P 500 INDEX FD UNITS: 200 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $94,745 BOOK VALUE OF PROPERTY: $86,310 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $94,745 DESCRIPTION OF PROPERTY: MARKET VECTORS - GOLD MINERS ETF UNITS: 3,000 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $94,455 BOOK VALUE OF PROPERTY: $91,884 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $94,455 DESCRIPTION OF PROPERTY: MARKET VECTORS WIDE MOAT ETF UNITS: 600 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $50,799 BOOK VALUE OF PROPERTY: $45,175 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $50,799 DESCRIPTION OF PROPERTY: MICROSOFT CORP UNITS: 300 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $110,683 BOOK VALUE OF PROPERTY: $100,786 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $110,683 |
| PART XIV (FORM 990-PF) - CONT'D: | PART XIV (FORM 990-PF) - CONT'D: | DESCRIPTION OF PROPERTY: PROSHARES S&P 500 DIVIDEND ARISTOCRATS UNITS: 1,500 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $143,088 BOOK VALUE OF PROPERTY: $140,537 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $143,088 DESCRIPTION OF PROPERTY: SALESFORCE.COM UNITS: 400 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $102,398 BOOK VALUE OF PROPERTY: $122,198 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $102,398 DESCRIPTION OF PROPERTY: SELECT SECTOR SPDR UTILITIES UNITS: 500 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $32,918 BOOK VALUE OF PROPERTY: $34,488 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $32,918 DESCRIPTION OF PROPERTY: SPDR PORTFOLIO SHORT TERM CORPORATE BOND UNITS: 8,000 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $238,320 BOOK VALUE OF PROPERTY: $239,136 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $238,320 DESCRIPTION OF PROPERTY: TAIWAN SEMICONDUCTOR MFG CO LTD UNITS: 1,000 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $103,305 BOOK VALUE OF PROPERTY: $97,224 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $103,305 DESCRIPTION OF PROPERTY: VISA INC UNITS: 400 DATE OF DISTRIBUTION: 12-14-2023 GRANT RECIPIENT: FIDELITY INVESTMENTS CHARITABLE GIFT FUND FMV OF PROPERTY: $103,930 BOOK VALUE OF PROPERTY: $83,976 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $103,930 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 28, 2023, the Be Thou My Vision Foundation (the "Foundation") made distributions from assets from sources other than current income in complete liquidation. The Foundation filed the attached Certificate of Dissolution with the Secretary of State of Delaware on December 28, 2023. The Foundation made distributions of cash to the grantees listed in the attachment to Part XiV, Line 3a; each such grant was made solely for the charitable purpose specified therein. A final distribution of the Foundation's expected tax refund of $5,171 of will be made as a grant to a 501(c)(3) public charity per IRS regulations. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $24,220 | $24,220 |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $206,485 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Philanthropic Consulting Srvcs | CategoryTxt |
| Amt | $950 | Amt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $6,000 | |
| 990-PF Excise Tax for 2022 | $3,692 | |
| Foreign Tax Paid | $379 | $379 |
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