GROWING TREE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GROWING TREE FOUNDATION (EIN 87-2623940)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-13
IRS object ID
202501339349104000
Schema version
2023v6.0
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)
Return2025-05-13T14:54:57-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN872623940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GROWING TREE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGROWBusinessNameControlTxt
Phone2062237000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO LANE POWELL 1420 5TH AVE 4200AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981012375ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES M DRACKETT JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2062237000PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATT ROWEPreparerPersonNm
PTINP01320982PTIN
Phone2065777880PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$34,190,116FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$501,449ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$81,605InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$76,998InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$656,472DividendsRevAndExpnssAmt
Dividends Net Invst Incm$656,472DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,820NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,297,338GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,820CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,254,346TotalRevAndExpnssAmt
Total Net Invst Incm$748,290TotalNetInvstIncmAmt
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$4,253LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,127LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,126LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$21,820AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,910AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,910AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$52,050OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$52,050OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,297TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$82,420TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,087TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,036TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$700,853ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$700,853ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$783,273TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,087TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$713,889TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$471,073ExcessRevenueOverExpensesAmt
Net Investment Income$683,203NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,189,116CashBOYAmt
Cash EOY$3,141,054CashEOYAmt
Cash EOYFMV$3,141,054CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,256,479USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,254,326USGovtObligationsEOYFMVAmt
Corporate Stock BOY$6,342,409CorporateStockBOYAmt
Corporate Stock EOY$6,326,873CorporateStockEOYAmt
Corporate Stock EOYFMV$25,838,299CorporateStockEOYFMVAmt
Corporate Bonds BOY$49,374CorporateBondsBOYAmt
Corporate Bonds EOY$1,627,688CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,608,121CorporateBondsEOYFMVAmt
Other Investments BOY$1,952,690OtherInvestmentsBOYAmt
Other Investments EOY$1,971,885OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,348,316OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,533,589TotalAssetsBOYAmt
Total Assets EOY$14,323,979TotalAssetsEOYAmt
Total Assets EOYFMV$34,190,116TotalAssetsEOYFMVAmt
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$13,533,589RetainedEarningBOYAmt
Retained Earning EOY$14,323,979RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,533,589TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,323,979TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,533,589TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,323,979TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,533,589TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$471,073ExcessRevenueOverExpensesAmt
Other Increases$319,317OtherIncreasesAmt
Subtotal$14,323,979SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,323,979TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$2,283,953$2,282,518$1,435$1,435
CAPITAL GAINS DIVIDENDS$13,385$13,385$13,385P
FieldValueIRS element (for citing)
Capital Gain Net Income$14,820CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,497InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,497SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,497TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,503EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$16,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,503TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Overpayment$10,000OverpaymentAmt
Applied To ES Tax$10,000AppliedToESTaxAmt
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 StateWAOrgReportOrRegisterStateCd
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 BooksCHARLES M DRACKETT JRIndividualWithBooksNm
Phone2062237000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O LANE POWELL 1420 FIFTH AVENUEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981012375ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES M DRACKETT JR
C/O LANE POWELL 1420 5TH AVE STE4200SEATTLEWA981012375PRESIDENT0.50$0$0$0
SUSAN G DRACKETT
C/O LANE POWELL 1420 5TH AVE STE4200C/O LANE POWELL 1420 5TH AVE STSEATTLEWA981012375SECRETARY/TREASURER0.50$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$26,614,535AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,079,584AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,690,702FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,384,821TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$32,384,821AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$485,772CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,899,049NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,594,952MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,594,952MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,497TaxBasedOnInvestmentIncomeAmt
Total Tax$9,497TotalTaxAmt
Distributable Before Adj$1,585,455DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,585,455DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,585,455DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$713,889ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$713,889QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,585,455DistributableAsAdjustedAmt
Undistributed Income PY$499,484UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$713,889QualifyingDistributionsAmt
Applied To Year1$499,484AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$214,405AppliedToCurrentYearAmt
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$1,371,050UndistributedIncomeCYAmt
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 ManagerCHARLES M DRACKETT JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CIVIL LIBERTIES UNION
125 BROAD ST 18TH FLOORNEW YORKNY10033PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$40,000
AUDUBON SOCIETY
PO BOX 86MOSES LAKEWA98837PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$6,000
CINCINNATI NATURE CENTER
4949 TEALTOWN RDMILFORDOH45150PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$20,000
COPE ENVIRONMENTAL CENTER
1730 AIRPORT ROADCENTERVILLEIN47330PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$20,000
EARTHWATCH INSTITUTE INC
300 WASHINGTON ST 713NEWTOWNMA02458PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$5,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTH 17TH FLOORNEW YORKNY10010PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$15,000
FILAMENT THEATRE OF CHICAGO
4041 N MILWAUKEE AVECHICAGOIL60641PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$70,000
INTERLOCHEN CENTER FOR ARTS
PO BOX 199INTERLOCHENMI49643PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$339,853
ORCA CONSERVANCY
PO BOX 16628SEATTLEWA98116PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$5,000
PADILLA BAY FOUNDATION
10381 BAYVIEW EDISON RDMOUNT VERNONWA98273PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$24,000
PLANNED PARENTHOOD FEDERATION
123 WILLIAM STNEW YORKNY10038PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$40,000
SKAGIT COMMUNITY FOUNDATION
PO BOX 1763 1220 MEMORIAL HWY SUITEMOUNT VERNONWA98273PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$30,000C
SKAGITONIANS TO PRESERVE FARM LAND
PO BOX 2405MOUNT VERNONWA98273PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$6,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$40,000
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARECAMBRIDGEMA02138PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$10,000
UNITED WAY OF SKAGIT COUNTY
PO BOX 451BELLINGHAMWA98233PCTO FURTHER THE ORGANIZATION'S CHARITABLE GOALS$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$700,853TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,605ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$656,472ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,820ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$752,897ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$752,897TotalIncomeProducingActyAmt

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 Line1MARJORIE W DRACKETT TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1360 S ROSEMARY AVE SUITE 1605AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$21,820Amt
Net Investment Income$10,910NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,910DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PENNSYLVANIA ST TPK COMMN SPL OBLIG$44,304$43,761
TARGET CORP$5,070$5,000
NEW YORK ST URBAN EEV CORP ST SALES TAX REV$95,467$95,606
EL PASO CNTY COLO SCH DIST NO 012$106,623$105,798
OKLAHOMA ST WTR RES BRD$69,854$69,973
UNIVERSITY PITTBURGH PA$95,000$93,620
TEXAS ST$119,992$118,145
MIDLAND CITY$96,123$93,820
BERKSHIRE HATHAWAY INC$98,289$96,785
APPLE INC$96,287$94,847
PROCTER & GAMBLE CO$96,363$95,081
WALMART INC$99,697$95,156
WISCONSIN ST GEN FD ANNUAL$266,341$265,900
CALIFORNIA ST DEPT WTR RES CENT VY$44,041$44,270
GEORGIA ST$103,320$100,193
HAWAII ST$95,678$94,903
NEW YORK CITY TRANSITIONAL$95,239$95,263

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARON DISCOVERY FUND - INST$130,114$191,687
BNY MELLON INTERNATIONAL STOCK FUND - INST$171,777$269,933
GRANDEUR PEAK U.S. STALWARTS FUND$188,000$197,622
ISHARES CORE S&P SMALL CAP ETF$54,893$66,982
ISHARES GLOBAL CLEAN ENERGY$100,406$91,415
JANUS HENDERSON OVERSEAS - INST$205,962$263,353
SEAFARER OVERSEAS GROWTH & INCOME$37,726$39,440
SPDR S&P 500 ETF TRUST$1,928,662$6,400,027
SPDR S&P DIVIDEND ETF$281,783$537,590
SPDR S&P MID-CAP 400 ETF TRUST$956,858$2,742,285
TOUCHSTONE SANDS CAPITAL EMERGING GROWTH-Y$36,070$42,246
VANGUARD GROWTH INDEX FUND - ADM$100,000$167,672
VANGUARD HIGH DIVIDEND YIELD ETF$263,203$574,854
VANGUARD S&P SMALL-CAP 600 ETF$35,461$55,980
VULCAN VALUE PARTNERS SMALL CAP FUND INS.$183,000$191,490
WCM FOCUSED INTL GROWTH FUND - INS$175,637$310,019
ABBOTT LABORATORIES$38,299$172,802
AGILENT TECHNOLOGIES$4,908$138,315
ANALOG DEVICES INC.$13,074$230,086
APPLE INC.$80,010$1,326,906
APPLIED MATERIALS INC.$14,648$675,167
BERKSHIRE HATHAWAY INC. CL. A$32,963$612,241
BRISTOL MYERS SQUIBB$2,619$2,175,591
CHARLES SCHWAB CORP.$44,214$300,287
CISCO SYSTEMS INC.$14,172$127,279
DOW INC.$5,202$31,830
DUPONT DE NEMOURS INC.$7,968$48,294
EMERSON ELECTRIC$7,248$132,192
INTEL CORP.$24,177$91,423
ISHARES DJ U.S. TELECOM.$270,049$274,215
KEYSIGHT TECHNOLOGIES$1,958$73,025
MCDONALDS CORP.$14,883$213,556
MICROSOFT CORP.$45,072$268,170
PEPSICO$28,790$126,996
PROCTER & GAMBLE$400,733$5,143,030
S&P GLOBAL INC.$6,869$425,484
THE COCA-COLA COMPANY$16,405$110,496
VANGUARD CONSUMER DISCRETIONARY ETF$67,277$111,502
VANGUARD INDUSTRIALS ETF$142,308$215,932
ZIMMER BIOMET HOLDINGS INC.$7$73,909
ADVANCED MICRO DEVICES INC.$10,468$376,489
WASATCH SMALL CAP VALUE FUND$183,000$220,487

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,256,479USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,254,326USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK FUNDS II - FLOATING RATE - INSTAT COST$75,000$72,965
COHEN & STEERS REALTY SHARES FUNDAT COST$38,477$49,730
VITTORIA OFFSHORE LTD.AT COST$1,320,983$1,688,026
BAY AREA TOLL AUTH CALIF TOLL BRDG REVAT COST$101,830$100,755
VANGUARD REIT INDEX FUND - ADMIRALAT COST$435,595$436,840

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,253LegalFeesAmt
Net Investment Income$2,127NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,126DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCOST ADJUSTMENTDesc
Amt$319,317Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$52,050Amt
Net Investment Income$52,050NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$4,297Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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