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LINDSAY D DRYDEN JR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LINDSAY D DRYDEN JR CHARITABLE FOUNDATION INC (EIN 81-1588245)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-03-03
IRS object ID
202330629349100013
Schema version
2021v4.2
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)
Return2023-03-03T13:31:06-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Line1505 SOUTH FLAGLER DRIVE SUITE 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN811588245EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DRYDEN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDRYDBusinessNameControlTxt
Phone4438417772PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111980 LONGWOOD GREEN DRIVEAddressLine1Txt
CityWELLINGTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33414ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDSAY D DRYDEN IVPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4438417772PhoneNum
Signature2023-02-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLINDSAYPersonFirstNm
Person LastDRYDEN IVPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK E MANGANPreparerPersonNm
PTINP00643116PTIN
Phone5618329292PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$986,598FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,876DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,876DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,022NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$64,133GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,022CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,898TotalRevAndExpnssAmt
Total Net Invst Incm$24,898TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,265AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,675AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,590AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$3,265TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,675TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,590TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,965TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,675TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,290TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$49,067ExcessRevenueOverExpensesAmt
Net Investment Income$23,223NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,601SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,644SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,644SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$704,530OtherInvestmentsBOYAmt
Other Investments EOY$647,419OtherInvestmentsEOYAmt
Other Investments EOYFMV$970,953OtherInvestmentsEOYFMVAmt
Total Assets BOY$712,131TotalAssetsBOYAmt
Total Assets EOY$663,064TotalAssetsEOYAmt
Total Assets EOYFMV$986,598TotalAssetsEOYFMVAmt
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$712,131RetainedEarningBOYAmt
Retained Earning EOY$663,064RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$712,131TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$663,064TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$712,131TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$663,064TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$712,131TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$49,067ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$663,064SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$663,064TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1675 SH VANGUARD HIGH YIELD CORP FUND INVESTOR SHAREP2021-12-31$9,967$10,027-$60-$60
563 SH VANGUARD FTSE ALL WORLD EX US ETFP2021-12-31$34,501$27,304$7,197$7,197
242 SH VANGUARD SHORT TERM COR BD ETFP2021-12-31$19,665$19,780-$115-$115
FieldValueIRS element (for citing)
Capital Gain Net Income$7,022CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$323InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$323SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$323TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$321TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4438417772PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111980 LONGWOOD GREEN DRIVEAddressLine1Txt
CityWELLINGTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33414ZIPCd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDSAY D DRYDEN IV
11980 LONGWOOD GREEN DRIVEWELLINGTONFL33414PRESIDENT1.00$0$0$0
MATTHEW P GOETTE
305 WEST PENNSYLVANIA AVENUETOWSONMD21204VICE-PRESIDENT1.00$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$950,600AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,623AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$962,223TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$962,223AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,433CashDeemedCharitableAmt
Net Vl Noncharitable Assets$947,790NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,390MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,390MinimumInvestmentReturnAmt
Tax Based On Investment Income$323TaxBasedOnInvestmentIncomeAmt
Total Tax$323TotalTaxAmt
Distributable Before Adj$47,067DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,067DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,067DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,290ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,290QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,067DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,496ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,775ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,186ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,489ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,471ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$35,417TotalExcessDistributionCyovAmt
Qualifying Distributions$72,290QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,067AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,223RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$60,640TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,496ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$57,144ExcessDistriCyovToNextYrAmt
Excess From Year4$11,775ExcessFromYear4Amt
Excess From Year3$6,186ExcessFromYear3Amt
Excess From Year2$7,489ExcessFromYear2Amt
Excess From Year1$6,471ExcessFromYear1Amt
Excess From Current Year$25,223ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
C3 LEGACY FOUNDATION
1514 RR 620 SOUTHAUSTINTX78734NONEPCUNRESTRICTED$3,400
CALVERT SCHOOL
105 TUSCANY ROADBALTIMOREMD21210NONEPCUNRESTRICTED$37,500
CENTRAL OREGON LOCAVORE
1841 NE 3RD STBENDOR97701NONEPCUNRESTRICTED$2,000
CLIMB WYOMING
1001 WEST 31ST STREETCHEYENNEWY82001NONEPCUNRESTRICTED$1,000
GARRISON FOREST SCHOOL
300 GARRISON FOREST ROADOWINGS MILLSMD21117NONEPCUNRESTRICTED$500
GILMAN SCHOOL
305 WEST PENNSYLVANIA AVENUETOWSONMD21204NONEPCUNRESTRICTED$5,000
PEBBLE CREEK ELEMENTARY
200 PARKVIEW DRIVECOLLEGE STATIONTX77845NONEPCUNRESTRICTED$1,000
THE MANOR CONSERVANCY
PO BOX 408MONKTONMD21111NONEPCUNRESTRICTED$500
THE NATIONAL MENTORING PARTNERSHIP
201 SOUTH STREET SUITE 615BOSTONMA02111NONEPCUNRESTRICTED$250
ISLAND CONVERSATION
2100 DELAWARE AVE SUITE 1SANTA CRUZCA95060NONEPCUNRESTRICTED$10,000
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 10802COLLEGE STATIONTX77842NONEPCUNRESTRICTED$1,300
OAKWOOD INTERMEDIATE SCHOOL
106 HOLIK STCOLLEGE STATIONTX77840NONEPCUNRESTRICTED$5,000
MARYLAND HORSE FOUNDATION INC
321 MAIN STREISTERSTOWNMD21136NONEPCUNRESTRICTED$2,500
AMCMS PTO
105 HOLIK DRCOLLEGE STATIONTX77840NONEPCUNRESTRICTED$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,700TotalGrantOrContriPdDurYrAmt
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$17,876ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,022ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,898ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,898TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,265Amt
Net Investment Income$1,675NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,590DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB US MC ETFFMV$73,830$128,688
SCHWAB US LARGE CAP ETFFMV$163,905$339,184
SCHWAB US SMALL CAP ETFFMV$80,639$134,144
VANGUARD FTSE ALL WORLD EX US ETFFMV$80,361$101,541
VANGUARD HIGH YIELD CORP FUND INVESTOR SHAREFMV$39,973$39,733
CHARLES SCHWAB US REIT ETFFMV$19,472$25,291
ISHARES CORE MSCI EMERGING ETFFMV$28,447$36,515
VANGUARD SHORT TERM COR BD ETFFMV$140,424$139,605
VANGUARD FTSE ALL WORLD EX US SMALL CAP ETFFMV$19,327$25,452
CUSTOM TRUCK ONE SOURCEFMV$1,041$800

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