LINDSAY D DRYDEN JR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LINDSAY D DRYDEN JR CHARITABLE FOUNDATION INC (EIN 81-1588245)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349100818
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T09:26:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | 811588245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRYDEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRYD | BusinessNameControlTxt |
| Phone | 4438417772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11980 LONGWOOD GREEN DRIVE | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSAY D DRYDEN IV | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4438417772 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS M COHEN | PreparerPersonNm |
| PTIN | P00021957 | PTIN |
| Phone | 5618329292 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $788,325 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $198 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $198 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $446,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,829 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,893 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,655 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,328 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,328 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,565 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,637 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,615 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $196,472 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $199,176 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $582,929 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $374,327 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $582,534 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $598,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $577,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $788,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $598,566 | RetainedEarningBOYAmt |
| Retained Earning EOY | $577,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $598,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $577,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $598,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $577,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $598,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $577,414 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $577,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SH CUSTOM TRUCK ONE SOURCE | P | 2019-04-29 | 2023-04-26 | $625 | $1,041 | -$416 | -$416 |
| 495 SH SCHWAB US SMALL CAP ETF | P | 2022-01-01 | 2023-04-26 | $20,055 | $15,703 | $4,352 | $4,352 |
| 529 SH CHARLES SCHWAB US MC ETF | P | 2017-05-05 | 2023-04-26 | $35,025 | $25,207 | $9,818 | $9,818 |
| 1,778 SH SCHWAB US LARGE CAP ETF | P | 2017-05-05 | 2023-04-26 | $85,220 | $50,744 | $34,476 | $34,476 |
| 929 SH VANGUARD SHORT TERM COR BD ETF | P | 2022-01-01 | 2023-04-26 | $71,091 | $75,934 | -$4,843 | -$4,843 |
| 6,678 SH VANGUARD HIGH-YIELD CORP ORATE INV | P | 2017-08-17 | 2023-04-26 | $34,902 | $39,973 | -$5,071 | -$5,071 |
| 200,000 US TREASURY BILLS | P | 2023-04-27 | 2023-07-27 | $200,000 | $197,487 | $2,513 | $2,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,829 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $731 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $731 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $731 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $114 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $114 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $622 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4438417772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11980 LONGWOOD GREEN DRIVE | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| LINDSAY D DRYDEN IV | ||||||||
| 11980 LONGWOOD GREEN DRIVE | WELLINGTON | FL | 33414 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW P GOETTE | ||||||||
| 305 WEST PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $697,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $757,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $757,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $746,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $731 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $731 | TotalTaxAmt |
| Distributable Before Adj | $36,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,570 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,718 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,718 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,186 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,489 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,471 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,223 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,955 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,718 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,148 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $117,103 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,186 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $110,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,489 | ExcessFromYear4Amt |
| Excess From Year3 | $6,471 | ExcessFromYear3Amt |
| Excess From Year2 | $25,223 | ExcessFromYear2Amt |
| Excess From Year1 | $34,586 | ExcessFromYear1Amt |
| Excess From Current Year | $37,148 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALVERT SCHOOL | |||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | NONE | PC | UNRESTRICTED | $46,440 |
| FAMILY ACCESS NETWORK | |||||||
| 2125 NE DAGGETT LN | BEND | OR | 97701 | NONE | PC | UNRESTRICTED | $200 |
| GILMAN SCHOOL | |||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PC | UNRESTRICTED | $500 |
| PEBBLE CREEK ELEMENTARY | |||||||
| 200 PARKVIEW DRIVE | COLLEGE STATION | TX | 77845 | NONE | PC | UNRESTRICTED | $2,500 |
| SHEPHERDS HOUSE MINISTRIES | |||||||
| PO BOX 5484 | BEND | OR | 97708 | NONE | PC | UNRESTRICTED | $1,000 |
| ST VINCENT DE PAUL | |||||||
| 3445 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PC | UNRESTRICTED | $1,000 |
| THE GIVING PLATE | |||||||
| 1245 SE 3RD STREET SUITE C7 | BEND | OR | 97702 | NONE | PC | UNRESTRICTED | $1,000 |
| THE MANOR CONSERVANCY | |||||||
| PO BOX 408 | MONKTON | MD | 21111 | NONE | PC | UNRESTRICTED | $250 |
| THE ODYSSEY SCHOOL | |||||||
| 3257 BRIDLE RIDGE LANE | LUTHERVILLE | MD | 21093 | NONE | PC | UNRESTRICTED | $3,500 |
| UNITED WAY OF CENTRAL OREGAN | |||||||
| 150 NE HAWTHORNE AVE SUITE 100 | BEND | OR | 97701 | NONE | PC | UNRESTRICTED | $3,000 |
| BETHLEHEM INN | |||||||
| PO BOX 8540 | BEND | OR | 97703 | NONE | PC | UNRESTRICTED | $1,000 |
| OPEN COLLECTIVE FOUNDATION | |||||||
| 440 N BARRANCA AVENUE 3717 | COVINA | CA | 91723 | NONE | PC | UNRESTRICTED | $5,000 |
| LOYOLA BLAKEFIELD | |||||||
| 500 CHESNUT AVENUE | TOWSON | MD | 21204 | NONE | PC | UNRESTRICTED | $1,500 |
| LIVING CLASSROOMS FOUNDATIONS | |||||||
| 1417 THAMES STREET | BALTIMORE | MD | 21231 | NONE | PC | UNRESTRICTED | $2,500 |
| TEMPLE GWATHMEY STEEPLECHASE FOUNDATION | |||||||
| 400 FAIR HILL DRIVE | ELKTON | MD | 21921 | NONE | PC | UNRESTRICTED | $1,000 |
| MT WASHINGTON PEDIATRIC HOSPITAL | |||||||
| PO BOX 412035 | BOSTON | MA | 02241 | NONE | PC | UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,390 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,829 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,893 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,893 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,655 | Amt |
| Net Investment Income | $1,328 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,328 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $196,472 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $199,176 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB US MC ETF | FMV | $48,623 | $80,668 |
| SCHWAB US LARGE CAP ETF | FMV | $113,161 | $235,865 |
| SCHWAB US SMALL CAP ETF | FMV | $64,936 | $100,385 |
| VANGUARD FTSE ALL WORLD EX US ETF | FMV | $80,361 | $93,024 |
| CHARLES SCHWAB US REIT ETF | FMV | $19,472 | $19,882 |
| ISHARES CORE MSCI EMERGING ETF | FMV | $28,447 | $30,854 |
| VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF | FMV | $19,327 | $21,856 |
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