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MEACHAM FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MEACHAM FOUNDATION (EIN 05-0590644)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-07
IRS object ID
202501279349103910
Schema version
2024v5.1
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)
Return2025-05-07T17:57:52-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050590644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEACHAM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEACBusinessNameControlTxt
Phone8585589200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19509 WHEELER AVEAddressLine1Txt
CityGIG HARBORCityNm
State AbbreviationWAStateAbbreviationCd
ZIP983322187ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHUCK MEACHAMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8585589200PhoneNum
Signature2025-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY MCGROARTYPreparerPersonNm
PTINP00735101PTIN
Phone8585589200PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,099,154FMVAssetsEOYAmt
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
Dividends Rev And Expnss$19,411DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,411DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$10,678NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,406GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,733TotalRevAndExpnssAmt
Total Net Invst Incm$19,411TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,549OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,549OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,549TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,549TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,140ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,140ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,689TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,549TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,140TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$38,956ExcessRevenueOverExpensesAmt
Net Investment Income$12,862NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,403CashBOYAmt
Cash EOY$9,081CashEOYAmt
Cash EOYFMV$9,081CashEOYFMVAmt
Other Investments BOY$662,549OtherInvestmentsBOYAmt
Other Investments EOY$655,915OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,090,073OtherInvestmentsEOYFMVAmt
Total Assets BOY$703,952TotalAssetsBOYAmt
Total Assets EOY$664,996TotalAssetsEOYAmt
Total Assets EOYFMV$1,099,154TotalAssetsEOYFMVAmt
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$703,952RetainedEarningBOYAmt
Retained Earning EOY$664,996RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$703,952TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$664,996TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$703,952TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$664,996TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$703,952TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$38,956ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$664,996SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$664,996TotNetAstOrFundBalancesEOYAmt

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
PUBLICLY TRADED SECURITIESP2024-01-012024-12-31$93,056$105,084-$12,028-$12,028
CAPITAL GAINS DIVIDENDSP2024-01-012024-12-31$1,350$1,350$1,350
FieldValueIRS element (for citing)
Capital Gain Net Income-$10,678CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$179InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$179SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$179TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$749EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$749TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$570OverpaymentAmt
Applied To ES Tax$570AppliedToESTaxAmt
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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 BooksEISNER ADVISORY GROUP LLCIndividualWithBooksNm
Phone8585589200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL R MEACHAM
2131 DAVID WAYDEL MARCA92014VICE PRESIDENT0.25$0$0$0
CHARLENE D MEACHAM
9509 WHEELER AVEGIG HARBORWA983322187SECRETARY/TREASURER0.25$0$0$0
CHARLES P MEACHAM
9509 WHEELER AVEGIG HARBORWA983322187PRESIDENT0.25$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$1,021,417AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,894AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,047,311TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,047,311AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,710CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,031,601NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,580MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,580MinimumInvestmentReturnAmt
Tax Based On Investment Income$179TaxBasedOnInvestmentIncomeAmt
Total Tax$179TotalTaxAmt
Distributable Before Adj$51,401DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,401DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,401DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,140ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$41,140QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,401DistributableAsAdjustedAmt
Undistributed Income PY$39,876UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$41,140QualifyingDistributionsAmt
Applied To Year1$39,876AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,264AppliedToCurrentYearAmt
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$50,137UndistributedIncomeCYAmt
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 ManagerDANIEL R MEACHAMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALTRUSA INTERNATIONAL FOUNDATION INC
1400 E TOUHY AVE STE 410DES PLAINESIL60018N/AGROUPGENERAL$200
AMERICAN FISHERIES SOCIETY
1614 TANAGA AVEKENAIAK99611N/APCGENERAL$5,000
BOYS TOWN
2223 E WELLINGTON AVE SUITE 350SANTA ANACA92701N/APCGENERAL$250
CHAPEL HILL CHURCH
PO BOX 829GIG HARBORWA98335N/APCGENERAL$100
DEL MAR WOMENS GIVING COLLECTIVE
PO BOX 214DEL MARCA92014N/APCGENERAL$1,100
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006N/APCGENERAL$1,000
FILL-A-BELLY FOUNDATION
CHESTNUT AVECARLSBADCA92008N/APCGENERAL$500
FINCA INTERNATIONAL INC
1201 15TH ST NW 8TH FLOORWASHINGTONDC20005N/APCGENERAL$2,000
FISH FOOD BANK
1767 12TH ST 147HOOD RIVEROR97031N/APCGENERAL$100
FRED HUTCHINSON CANCER RESEARCH
1100 FAIRVIEW AVE N PO BOX 19024SEATTLEWA98109N/APCGENERAL$100
GIG HARBOR BOATSHOP
3805 HARBORVIEW DRIVEGIG HARBORWA98335N/APCGENERAL$1,000
GIG HARBOR CANOE AND KAYAK RACING TEAM
PO BOX 1097GIG HARBORWA98335N/APCGENERAL$1,000
GIG HARBOR DOWNTOWN WATERFRONT ALLIANCE
3311 HARBORVIEW DRIVE STE 101GIG HARBORWA98335N/APCGENERAL$3,790
GIG HARBOR NOW
PO BOX 546GIG HARBORWA98332N/APCGENERAL$1,200
GREATER GIG HARBOR FOUNDATION
6625 WAGNER WAY NW STE 150GIG HARBORWA98335N/APCGENERAL$500
HABITAT FOR HUMANITY
1825 CORNWALL AVEBELLINGHAMWA98225N/APCGENERAL$1,250
HARBOR HISTORY MUSEUM
4121 HARBORVIEW DRGIG HARBORWA98335N/APCGENERAL$750
HARBOR WILDWATCH
3207 HARBORVIEW DRGIG HARBORWA98335N/APCGENERAL$1,100
HUMANE SOCIETY FOR TACOMA AND PIERCE COUNTY
2608 CENTER STTACOMAWA98409N/APCGENERAL$2,000
INNER CIRCLE WRESTLING CLUB
4497 TRAFALGAR AVEJUNEAUAK99801N/APCGENERAL$500
JACOBS & CUSHMAN SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVESAN DIEGOCA92121N/APCGENERAL$1,000
JUNEAU HIGH SCHOOL BAND BOOSTERS
4931 STEELHEAD STJUNEAUAK99801N/APCGENERAL$3,000
KIWANIS FOUNDATION OF GIG HARBOR
31620 23RD AVE SFEDERAL WAYWA98003N/APCGENERAL$1,000
KPBS
5250 CAMPANILE DRIVESAN DIEGOCA92182N/ASOGENERAL$150
LONG LIVE THE KINGS
1326 5TH AVE STE 450SEATTLEWA98101N/APCGENERAL$1,000
MEALS ON WHEELS AMERICA
1550 CRYSTAL DR STE 1004ARLINGTONVA22202N/APCGENERAL$500
MERCY SHIPS
15862 STATE HIGHWAY 110 NLINDALETX75771N/APCGENERAL$2,000
NICOLAS FUND FOR EDUCATION
9311 SE 36TH ST STE 202MERCER ISLANDWA98040N/APCGENERAL$1,500
NORTHWEST FOLKLIFE
305 HARRISON STREETSEATTLEWA98109N/APCGENERAL$250
PRINCE WILLIAM SOUND SCIENCE & TECHNOLOGY INSTITUTE
PO BOX 705CORDOVAAK99574N/APCGENERAL$2,050
RONALD MCDONALD HOUSE - SAN DIEGO
2929 CHILDRENS WAYSAN DIEGOCA92123N/APCGENERAL$500
TACOMA COMMUNITY COLLEGE FOUNDATION
6501 S 19TH STTACOMAWA98466N/APCGENERAL$500
WE SEE YOU SAN DIEGO
2878 AVELLA CIRSAN DIEGOCA92108N/APCGENERAL$1,500
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTON DCWA20090N/APCGENERAL$250
YMCA OF PIERCE AND KITSAP COUNTIES
4717 S 19TH ST 201TACOMAWA98405N/APCGENERAL$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,140TotalGrantOrContriPdDurYrAmt
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$19,411ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$10,678ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,733ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,733TotalIncomeProducingActyAmt

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionIN ACCORDANCE WITH REGULATIONS SECTION 53.4942(A)-3(D)(2) THE FOUNDATION IS MAKING AN ELECTION TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME OF TAXABLE YEAR 2019.ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIRST TR FD VIII ETF TCW UNCONSTRAINEDAT COST$19,965$18,685
FIRST TRUST III ETF PREF SECS & INCAT COST$13,837$12,160
SPDR PORTFOLIO ETF SMALL CAPAT COST$30,528$37,418
VANGUARD GROWTH ETFAT COST$130,321$422,753
VANGUARD VALUE ETFAT COST$146,067$296,275
AXONIC STRATEGIC INC FUND CLASS IAT COST$32,016$29,438
FEDERATED HERMES KAUFMANN SMALL CAP FUNDAT COST$24,389$27,809
ARISTOTLE FDS SER TR INTL EQUITY FD IIAT COST$59,106$58,162
JOHN HANCOCK FUNDS INTL GROWTH IAT COST$70,175$60,278
FEDERATED HERMES INSTITUTIONAL PRIME OBLIG FDAT COST$46,533$46,533
PIMCO FDS INC FD INSTLAT COST$24,106$21,662
ALLSPRING SHORT TERM HIGH INCOMEAT COST$58,872$58,900

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSEDesc
Revenue And Expenses Per Books$6,549RevenueAndExpensesPerBooksAmt
Net Investment Income$6,549NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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