HYDE FAMILY CHARITABLE FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HYDE FAMILY CHARITABLE FUND (EIN 16-1502229)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202443179349101709
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T09:59:51-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 | 161502229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HYDE FAMILY CHARITABLE FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O THOMAS R HYDE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYDE | BusinessNameControlTxt |
| Phone | 7168481358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 CHAPIN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS HYDE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7168481358 | PhoneNum |
| Signature | 2024-11-10 | 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 | MARIA T SCAROZZA | PreparerPersonNm |
| PTIN | P01240837 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2024-11-10 | PreparationDt |
| 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 | $5,609,490 | 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 | $10,548,631 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $196,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $196,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,393,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,657 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,784,933 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,302 | 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 |
| Legal Fees Rev And Expnss | $203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $102 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $101 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $66,295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $69,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,783,809 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,783,809 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,853,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,785,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,068,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,445 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $690,502 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $758,890 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $758,890 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $149,662 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $131,268 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $133,301 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,926,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,142,830 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,942,324 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,435,310 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $788,971 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $774,975 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,202,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,821,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,609,490 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $172,250 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $20,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $172,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,803,710 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,803,710 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,226,417 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,998,249 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,030,127 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,801,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,202,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,821,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,030,127 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,068,374 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,840,206 | OtherIncreasesAmt |
| Subtotal | $3,801,959 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,801,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $11,776 | $11,098 | $678 | $678 |
| PUBLICLY TRADED SECURITIES | $2,381,234 | $2,342,255 | $38,979 | $38,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,657 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,341 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,341 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,341 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,821 | 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 | $4,821 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,480 | OverpaymentAmt |
| Applied To ES Tax | $2,480 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | 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 |
| Individual With Books | THOMAS R HYDE | IndividualWithBooksNm |
| Phone | 7168481358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 CHAPIN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS R HYDE | ||||||||
| 109 CHAPIN PARKWAY | BUFFALO | NY | 14209 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET H WACHTEL | ||||||||
| 1030 WASHINGTON AVE | OSHKOSH | WI | 54901 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DOUGLAS W HYDE | ||||||||
| PO BOX 1108 | BOCA GRANDE | FL | 33921 | TRUSTEE | 0.25 | $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 | $9,203,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,291,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,360,808 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,855,253 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,855,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,662,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $633,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $633,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,341 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,341 | TotalTaxAmt |
| Distributable Before Adj | $630,780 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $630,780 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $630,780 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,785,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,785,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $630,780 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $376,738 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,785,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $376,738 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $630,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,777,932 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,777,932 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,777,932 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $14,777,932 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS R HYDE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALIVE RESCUE | |||||||
| PO BOX 39111 | CHICAGO | IL | 60639 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 |
| BEARCAMP CENTER | |||||||
| 1164 BUNKER HILL RD | SOUTH TAMWORTH | NH | 03883 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| BGOLDEN | |||||||
| 17455 W 16TH AVE | GOLDEN | CO | 80401 | NONE | PUBLIC CHARITY | EDUCATIONAL | $20,000 |
| COFFEE HOUSE PRESS | |||||||
| 79 13TH AVE NE 110 | MINNEAPOLIS | MN | 55413 | NONE | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| GLASSWING INTERNATIONAL | |||||||
| 85 BROAD ST FLOOR 17 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | EDUCATIONAL | $20,000 |
| MURPH'S LIFE FOUNDATION | |||||||
| 9169 W STATE ST 200 | GARDEN CITY | ID | 83714 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 |
| OSHKOSH AREA COMMUNITY FOUNDATION | |||||||
| 230 OHIO ST STE 100 | OSHKOSH | WI | 54902 | NONE | PUBLIC CHARITY | CHARITABLE | $15,583,809 |
| PHILADELPHIA ORCHARD PROJECT | |||||||
| 4000 WOODLAND AVE | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SETTLEMENT MUSIC SCHOOL | |||||||
| PO BOX 63966 | PHILADELPHIA | PA | 19147 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SHAW FESTIVAL FOUNDATION | |||||||
| 491 DELAWARE AVE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | EDUCATIONAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,783,809 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196,645 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,657 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $236,302 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,302 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (47 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 1 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $291,897 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 2 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $135,289 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 3 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $66,667 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 4 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $146,337 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 5 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $53,341 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 6 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $58,031 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 7 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $74,385 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 8 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $29,991 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 9 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $53,087 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 10 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $53,758 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 11 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $101,706 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 12 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $218,379 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 13 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $54,992 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 14 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $524,355 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 15 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $88,627 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 16 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $329,209 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 17 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $460,080 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 18 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $270,814 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 19 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $217,437 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 20 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $121,544 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 21 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $604,749 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 22 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $97,799 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 23 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $109,914 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 24 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $216,473 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 25 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $108,472 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 26 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $345,774 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 27 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $341,348 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 28 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $270,262 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 29 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $126,889 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 30 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $196,190 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 31 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $285,153 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 32 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $152,026 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 33 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $116,667 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 34 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $439,156 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 35 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $307,697 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 36 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $555,803 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 37 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $164,013 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 38 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $119,882 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 39 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $176,799 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 40 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $321,864 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 41 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $181,978 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 42 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $311,459 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 43 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $373,912 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 44 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $525,517 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 45 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $187,793 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 46 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $156,032 | Yes (X) | |
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 47 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $405,084 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (46 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 140000 SHS APPLE 2.500% 2/9/25 | $135,289 | 2023-05-24 |
| 3 | 70000 SHS BOEING 2.500% 3/1/25 CALL 12/1/24 | $66,667 | 2023-05-24 |
| 4 | 145000 SHS COLUMBUS GA 5.000% 1/1/24 | $146,337 | 2023-05-24 |
| 5 | 55000 SHS FISERV 2.750% 7/1/24 CALL 6/1/24 | $53,341 | 2023-05-24 |
| 6 | 65000 SHS GLOBAL PAYMENTS 1.200% 3/1/26 CALL 2/1/26 | $58,031 | 2023-05-24 |
| 7 | 75000 SHS LABORATORY CORP 4.000% 11/1/23 CALL 10/29/23 | $74,385 | 2023-05-24 |
| 8 | 30000 SHS OCONTO CNTY WIS 2.000% 6/1/24 CALL 6/1/23 | $29,991 | 2023-05-24 |
| 9 | 55000 SHS PAYPAL HLDG 2.400% 10/1/24 CALL 9/1/24 | $53,087 | 2023-05-24 |
| 10 | 55000 SHS RACINE WIS 3.000% 12/1/27 CALL 12/1/25 | $53,758 | 2023-05-24 |
| 11 | 110000 SHS STRYKER 1.150% 6/15/25 CALL 5/15/25 | $101,706 | 2023-05-24 |
| 12 | 220000 SHS US TREASURY 1.250% 7/31/23 | $218,379 | 2023-05-24 |
| 13 | 55000 SHS WICHITA KANS 3.000% 6/1/23 CALL 5/31/23 | $54,992 | 2023-05-24 |
| 14 | 1174 SHS SPDR S&P MIDCAP 400 ETF TRUST | $524,355 | 2023-05-24 |
| 15 | 2203 SHS SPDR SSGA ULTRA SHORT TERM BOND ETF | $88,627 | 2023-05-24 |
| 16 | 21171 SHS VANGUARD ULTRA SHORT TERM TX EX ADM | $329,209 | 2023-05-24 |
| 17 | 16408 SHS WILLIAM BLAIR INTERNATIONAL GROWTH R6 | $460,080 | 2023-05-24 |
| 18 | 940 SHS ACCENTURE PLC A | $270,814 | 2023-05-24 |
| 19 | 587 SHS ADOBE SYSTEMS INC | $217,437 | 2023-05-24 |
| 20 | 1057 SHS AMAZON.COM INC | $121,544 | 2023-05-24 |
| 21 | 3525 SHS APPLE INC | $604,749 | 2023-05-24 |
| 22 | 1470 SHS BRISTOL MYERS SQUIBB COMPANY | $97,799 | 2023-05-24 |
| 23 | 1527 SHS CARMAX INC | $109,914 | 2023-05-24 |
| 24 | 470 SHS CINTAS CORP | $216,473 | 2023-05-24 |
| 25 | 1408 SHS COLGATE PALMOLIVE CO | $108,472 | 2023-05-24 |
| 26 | 3996 SHS COPART INC | $345,774 | 2023-05-24 |
| 27 | 704 SHS COSTCO WHOLESALE CORP | $341,348 | 2023-05-24 |
| 28 | 1175 SHS DANAHER CORP | $270,262 | 2023-05-24 |
| 29 | 352 SHS DEERE & CO | $126,889 | 2023-05-24 |
| 30 | 4113 SHS FIRST TRUST LOW DURATION OPPOS ETF | $196,190 | 2023-05-24 |
| 31 | 2643 SHS INTCNTL EXCHANGE | $285,153 | 2023-05-24 |
| 32 | 165000 SHS INTUIT 0.950% 7/15/25 CALL 6/15/25 | $152,026 | 2023-05-24 |
| 33 | 744 SHS JOHNSON & JOHNSON | $116,667 | 2023-05-24 |
| 34 | 1175 SHS MASTERCARD INC A | $439,156 | 2023-05-24 |
| 35 | 3525 SHS MCCORMICK & CO INC | $307,697 | 2023-05-24 |
| 36 | 1763 SHS MICROSOFT CORP | $555,803 | 2023-05-24 |
| 37 | 589 SHS ROCKWELL AUTOMATION INC | $164,013 | 2023-05-24 |
| 38 | 528 SHS SHERWIN WILLIAMS CO | $119,882 | 2023-05-24 |
| 39 | 1762 SHS STARBUCKS CORP | $176,799 | 2023-05-24 |
| 40 | 1174 SHS STRYKER CORP | $321,864 | 2023-05-24 |
| 41 | 617 SHS THE HOME DEPOT INC | $181,978 | 2023-05-24 |
| 42 | 1586 SHS UNION PACIFIC CORP | $311,459 | 2023-05-24 |
| 43 | 1733 SHS VERISK ANALYTICS INC | $373,912 | 2023-05-24 |
| 44 | 2340 SHS VISA INC CLASS A | $525,517 | 2023-05-24 |
| 45 | 587 SHS WATSCO INC | $187,793 | 2023-05-24 |
| 46 | 809 SHS WORKDAY INC | $156,032 | 2023-05-24 |
| 47 | 2346 SHS ZOETIS INC | $405,084 | 2023-05-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. 2.60000% | $34,960 | $34,192 |
| APPLE INC NOTE 2.50% | $55,719 | $53,638 |
| BOEING 2.500% | $40,161 | $38,703 |
| EATON CORP | $39,748 | $40,062 |
| FISERV INC NOTE | $45,120 | $44,327 |
| GLOBAL PAYMENTS 1.200% | $53,151 | $50,529 |
| GLOBAL PAYMENTS 2.650% | $35,534 | $33,915 |
| HUMANA INC 5.75% | $85,312 | $88,848 |
| INTEL CORP 3.70000% | $34,945 | $34,444 |
| INTUIT 0.950% | $88,629 | $84,806 |
| LOWES COS INC | $34,258 | $34,733 |
| NORFOLK SOUTHN CORP | $33,363 | $35,834 |
| OREILLY AUTOMOTIVE 4.35% | $34,313 | $34,706 |
| PAYPAL HLDG 2.400% | $35,097 | $34,257 |
| STRYKER 1.150% | $69,295 | $66,186 |
| TWILIO INC 3.625% | $35,669 | $31,930 |
| WORKDAY NOTE 3.50% | $33,697 | $33,865 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND | $68,390 | $227,039 |
| ADOBE SYSTEMS | $46,285 | $190,912 |
| ALPHABET INC CL A | $72,702 | $81,579 |
| ALPHABET INC CL C | $15,555 | $16,912 |
| AMAZON.COM INC | $114,990 | $151,940 |
| APPLE INC | $208,960 | $234,502 |
| CINTAS CORP | $105,021 | $164,526 |
| COLUMBUS GA 5.0% | $50,003 | $50,000 |
| COPART INC | $81,230 | $222,019 |
| COSTCO WHOLESALE CORP | $151,359 | $264,692 |
| DANAHER CORPORATION | $30,747 | $152,222 |
| DEERE & CO | $91,648 | $86,772 |
| ECOLAB INC | $10,196 | $66,051 |
| GENERAL DYNAMIC CORP | $52,135 | $56,348 |
| IDEXX LABORATORIES CORP | $2,160 | $55,505 |
| INTERCONTINENTAL EXCHANGE INC | $106,965 | $183,783 |
| MASTERCARD INCORPORATED | $42,735 | $202,592 |
| MCCORMICK & NON-VOTING | $68,002 | $126,030 |
| MICROSOFT CORP | $252,838 | $301,584 |
| RACINE WIS 3.0% | $20,766 | $20,030 |
| ROCKWELL AUTOMATION INC | $82,035 | $102,148 |
| STRYKER | $116,979 | $216,809 |
| UNITEDHEALTH GROUP INC | $53,827 | $52,647 |
| VERISK ANALYTICS INC COM | $47,079 | $178,667 |
| VISA INC CL A COMMON STOCK | $182 | $3,385 |
| WATSCO INC | $85,557 | $140,967 |
| WORK DAY INC | $63,110 | $152,661 |
| ZOETIS INC CL A | $101,374 | $240,002 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $131,268 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $133,301 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $203 | LegalFeesAmt |
| Net Investment Income | $102 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $101 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $66,255 | $66,255 | $0 |
| POSTAGE | $40 | $0 | $40 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE BETWEEN FMV OF STOCK DONATED AND COST BASIS | $3,469,716 |
| STOCK SOLD - DIFFERENCE DUE TO COST BASIS TRACKING | $370,490 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $172,250 | BOYBookValueAmt |
| EOY Book Value | $20,000 | EOYBookValueAmt |
Comments