THOMAS & FRANCES MCGREGOR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS & FRANCES MCGREGOR FOUNDATION (EIN 52-6041498)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-27
- IRS object ID
- 202320869349100612
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-27T13:31:59-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 E HARMONY RD STE 290 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805283429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526041498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS AND FRANCES MCGREGOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 7205602857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40N 2ND ST | AddressLine1Txt |
| City | STROUDSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18360 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WINSTON S BYRON | PersonNm |
| Person Title | PRESIDENT/TRESURER/DIRECTOR | PersonTitleTxt |
| Phone | 7205602857 | PhoneNum |
| Signature | 2023-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WINSTON | PersonFirstNm |
| Person Last | BYRON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE FRITCH CPA | PreparerPersonNm |
| PTIN | P01313374 | PTIN |
| Phone | 9702238825 | PhoneNum |
| Preparation | 2023-03-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,569,228 | 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 |
| Dividends Rev And Expnss | $17 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $373,400 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $398,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $373,400 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $373,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $373,417 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,626 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,626 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,081 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,081 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,455 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $515 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $515 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $397,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,222 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $373,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,666 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $481,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $456,161 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,558,562 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $491,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $466,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,569,228 | 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 | $491,087 | RetainedEarningBOYAmt |
| Retained Earning EOY | $466,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $491,087 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $466,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $491,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $466,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $491,087 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $466,827 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $466,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 GTBC SHARES SOLD | P | 2016-02-01 | 2022-07-08 | $13,448 | $468 | $12,980 | $12,980 |
| 1640 GTBC SHARES SOLD | P | 2016-08-01 | 2022-10-06 | $19,672 | $1,569 | $18,103 | $18,103 |
| 1440 GTBC SHARES SOLD | P | 2016-08-01 | 2022-10-05 | $17,380 | $1,377 | $16,003 | $16,003 |
| 200 GTBC SHARES SOLD | P | 2016-08-01 | 2022-10-05 | $2,409 | $191 | $2,218 | $2,218 |
| 1460 GTBC SHARES SOLD | P | 2016-08-01 | 2022-09-12 | $20,505 | $1,397 | $19,108 | $19,108 |
| 1640 GTBC SHARES SOLD | P | 2016-08-01 | 2022-10-25 | $19,672 | $1,569 | $18,103 | $18,103 |
| 468 GTBC SHARES SOLD | P | 2016-08-01 | 2022-10-25 | $5,698 | $448 | $5,250 | $5,250 |
| 2315 GTBC SHARES SOLD | P | 2016-08-01 | 2022-10-25 | $28,351 | $2,215 | $26,136 | $26,136 |
| 900 GTBC SHARES SOLD | P | 2016-07-22 | 2022-10-25 | $11,018 | $1,033 | $9,985 | $9,985 |
| 3212 GTBC SHARES SOLD | P | 2016-08-01 | 2022-10-25 | $39,339 | $3,073 | $36,266 | $36,266 |
| 2812 GTBC SHARES SOLD | P | 2016-08-01 | 2022-10-25 | $34,305 | $2,690 | $31,615 | $31,615 |
| 1500 GTBC SHARES SOLD | P | 2016-08-01 | 2022-09-09 | $19,867 | $1,435 | $18,432 | $18,432 |
| 1513 GTBC SHARES SOLD | P | 2016-08-01 | 2022-09-02 | $19,178 | $1,447 | $17,731 | $17,731 |
| 93 GTBC SHARES SOLD | P | 2016-02-01 | 2022-09-02 | $1,179 | $44 | $1,135 | $1,135 |
| 1061 GTBC SHARES SOLD | P | 2016-02-01 | 2022-07-22 | $16,279 | $497 | $15,782 | $15,782 |
| 870 GTBC SHARES SOLD | P | 2016-02-01 | 2022-07-15 | $11,694 | $407 | $11,287 | $11,287 |
| 600 GTBC SHARES SOLD | P | 2016-02-01 | 2022-07-15 | $8,039 | $281 | $7,758 | $7,758 |
| 470 GTBC SHARES SOLD | P | 2016-02-01 | 2022-07-08 | $6,314 | $220 | $6,094 | $6,094 |
| 250 GTBC SHARES SOLD | P | 2016-02-01 | 2022-07-22 | $3,832 | $117 | $3,715 | $3,715 |
| 1357 GTBC SHARES SOLD | P | 2016-02-01 | 2022-07-29 | $19,981 | $635 | $19,346 | $19,346 |
| 1465 GTBC SHARES SOLD | P | 2016-02-01 | 2022-08-24 | $19,990 | $686 | $19,304 | $19,304 |
| 150 GTBC SHARES SOLD | P | 2016-02-01 | 2022-08-12 | $2,245 | $70 | $2,175 | $2,175 |
| 1184 GTBC SHARES SOLD | P | 2016-02-01 | 2022-08-12 | $17,718 | $554 | $17,164 | $17,164 |
| 1385 GTBC SHARES SOLD | P | 2016-02-01 | 2022-08-05 | $19,895 | $648 | $19,247 | $19,247 |
| 1573 GTBC SHARES SOLD | P | 2016-07-22 | 2022-10-26 | $20,268 | $1,805 | $18,463 | $18,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $373,400 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $66 | EsPenaltyAmt |
| Tax Due | $5,256 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | 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 | WINSTON S BYRON | IndividualWithBooksNm |
| Phone | 7205602857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N 2ND STREET | AddressLine1Txt |
| City | STROUDSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18360 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WINSTON S BYRON | ||||||||
| 40N 2ND STREET | STROUDSBURG | PA | 18360 | PRESIDENT/TREASURER/DIRECTOR | 6.00 | $6,626 | $0 | $0 |
| ROBYN OWENS | ||||||||
| 40N 2ND STREET | STROUDSBURG | PA | 18360 | VICE PRESIDENT/SECRETARY/DIRECTOR | 3.00 | $0 | $0 | $0 |
| TOM BYRON | ||||||||
| 40N 2ND STREET | STROUDSBURG | PA | 18360 | DIRECTOR | 3.00 | $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 | $3,986,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,986,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,986,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,926,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,190 | TotalTaxAmt |
| Distributable Before Adj | $191,143 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $191,143 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $191,143 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $396,222 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $396,222 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,143 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $396,222 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $396,222 | QualifyingDistributionsAmt |
| Applied To Year1 | $396,222 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $191,143 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX & DUKE DE REGO DOUNDATION | |||||||
| PO BOX 2128 | KAMUELA | HI | 96743 | NONE | PC | GENERAL SUPPORT | $20,000 |
| DURHAM ACADEMY INC | |||||||
| 3130 PICKETT ROAD | DURHAM | NC | 27705 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HAMAKUA YOUTH FOUNDATION | |||||||
| PO BOX 381 | HONOKAA | HI | 96727 | NONE | PC | GENERAL SUPPORT | $15,000 |
| HAWAII CHILDREN'S ACTION NETWORK | |||||||
| 850 RICHARDS STREET NO 201 | HONOLULU | HI | 96813 | NONE | PC | HAWAII DIAPER BANK | $5,000 |
| KAWAIHAE CAONE CLUB | |||||||
| PO BOX 1087 | KAMUELA | HI | 96743 | NONE | PC | GENERAL SUPPORT | $30,000 |
| SOBER AF ENTERTAINMENT | |||||||
| 308 MILL VILLAGE BLVD | LONGMONT | CO | 80501 | NONE | PC | GENERAL SUPPORT | $50,000 |
| UNIVERSITY OF NORTH CAROLINA | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 275140309 | NONE | GOV | SUPPORT THE EDUCATION FUND AND THE FRED A. FEARING JAZZ SCHOLARSHIP | $15,000 |
| HONOKA'A HIGH & INTERMEDIATE SCHOOL | |||||||
| 45-527 PAKALANA ST | HONOKAA | HI | 96727 | NONE | GOV | GENERAL SUPPORT | $10,000 |
| EMILYANN THEATER INC | |||||||
| PO BOX 801 | WIMBERLEY | TX | 78676 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CODE OF VETS INC | |||||||
| 12802 GALDI LN | PHILADELPHIA | PA | 19154 | NONE | PC | GENERAL SUPPORT | $25,000 |
| THE BURKE FOUNDATION | |||||||
| PO BOX 40 | DRIFTWOOD | TX | 78619 | NONE | PC | GENERAL SUPPORT | $20,000 |
| FREDERICKSBURG THEATER COMPANY | |||||||
| 1668 SOUTH US HWY 87 | FREDERICKSBURG | TX | 78624 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HILL COUNTRY COMMUNITY NEEDS COUNCIL | |||||||
| PO BOX 73 | FREDERICKSBURG | TX | 78624 | NONE | PC | GENERAL SUPPORT | $50,000 |
| HONOR VETERANS NOW | |||||||
| 1670 TIVYDALE ROAD | FREDERICKSBURG | TX | 78624 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HILL COUNTRY ANIMAL LEAGUE SPCA INC | |||||||
| 924 N MAIN 115 W BANDERA | BOERNE | TX | 78006 | NONE | PC | GENERAL SUPPORT | $15,000 |
| PRESERVE OUR HILL COUNTRY ENVIRONMENT | |||||||
| PO BOX 310431 | NEW BRAUNFELS | TX | 78131 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DRIVE A SENIOR CENTRAL TEXAS | |||||||
| 724 EBERHART LANE SUITE 500 | AUSTIN | TX | 78745 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NEW HORIZONS HOUSE | |||||||
| PO BOX 620083 | LITTLETON | CO | 80162 | NONE | PC | GENERAL SUPPORT | $15,000 |
| THE EDUCATION FUND INC | |||||||
| 6713 MAIN ST STE 240 | MIAMI LAKES | FL | 33014 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BERKS COUNTY PRISON SOCIETY INCORPORATED DBA BERKS CONNECTIONSPRETRIAL SE | |||||||
| 19 N 6TH STREET 4TH FLOOR | READING | PA | 19601 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ROCKY MOUNTAIN PUPPY RESCUE | |||||||
| PO BOX 13 | BERTHOUD | CO | 80513 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CUBA BAPTIST CHURCH | |||||||
| PO BOX 65 | CUBA | AL | 36907 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DURHAM PUBLIC SCHOOLS | |||||||
| PO BOX 30002 | DURHAM | NC | 27702 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ANIMAL PROTECTION SOCIETY OF DURHAM | |||||||
| 2117 E CLUB BLVD | DURHAM | NC | 27704 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,000 | 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 | $17 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $373,400 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $373,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $373,417 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,081 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,081 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHILDREN'S STEWARDSHIP FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 626 RIVERSIDE DR STE 15-O | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-08-07 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | SUPPORT FOR INTERNSHIPS, STUDENT FINANCIAL AID, AND GENERAL SUPPORT. | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | N/A | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 07/07/22, 07/15/22, 12/14/22, 01/07/2023, 01/16/2023 | DatesOfReportsByGranteeTxt |
| Verification | 2023-01-07 | VerificationDt |
| Results Of Verification | GRANTEE PROVIDED THE FOUNDATION WITH A REPORT OF THE INTENDED USES OF THE GRANT FUNDS, WHICH AT THE TIME OF VERIFICATION HAD NOT BEEN SPENT. THE FUNDS WILL BE USED TO ESTABLISH INTERNSHIP AND MENTORSHIP PROGRAMS FOR UNDERPRIVILEGED STUDENTS WHO WOULD NOT ORDINARILY HAVE SUCH OPPORTUNITIES. THE GRANTEE IS CURRENTLY SEEKING TO REINSTAE THE STATUS OF THEIR FOUNDATION AND HOPES TO PUT THE FUNDS TO USE IN THE NEAR FUTURE. THE FOUNDATION WILL CONTINUE TO MONITOR THE USE OF THE FUNDS TO ENSURE THE FUNDS ARE USED FOR THE INTENDED CHARITABLE PURPOSES. | ResultsOfVerificationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BITCOIN INVT TR SHS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $456,161 | BookValueAmt |
| EOYFMV | $1,558,562 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES AND FEES | $415 | $0 | $415 |
| OTHER EXPENSES | $100 | $0 | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,455 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments