BETA

MOHAPATRA FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MOHAPATRA FAMILY FOUNDATION INC (EIN 46-4347632)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-19
IRS object ID
202331099349100623
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-19T14:08:56-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Manhattan WestAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464347632EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mohapatra Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% AYCO COMPANY LP - NTGInCareOfNm
Business Name ControlMOHABusinessNameControlTxt
Phone5186405000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O Ayco Co LP - NTG PO Box 15201AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSurya MohapatraPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5186405000PhoneNum
Signature2023-04-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSuryaPersonFirstNm
Person LastMohapatraPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine W DiIonnaPreparerPersonNm
PTINP00999533PTIN
Phone2127733000PhoneNum
Preparation2023-04-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,994,177FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$449,353ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,088InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,088InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$114,203DividendsRevAndExpnssAmt
Dividends Net Invst Incm$114,203DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$101,007NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$318,482GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$101,007CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$665,651TotalRevAndExpnssAmt
Total Net Invst Incm$216,298TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$14,298OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,298OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,632TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,632TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$15,930TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,930TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$333,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$333,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$349,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,930TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$333,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$316,321ExcessRevenueOverExpensesAmt
Net Investment Income$200,368NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$200,211SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$146,695SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$146,695SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$269,978CorporateStockBOYAmt
Corporate Stock EOY$283,506CorporateStockEOYAmt
Corporate Stock EOYFMV$341,876CorporateStockEOYFMVAmt
Other Investments BOY$4,488,075OtherInvestmentsBOYAmt
Other Investments EOY$4,558,879OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,505,606OtherInvestmentsEOYFMVAmt
Other Assets BOY$4,379OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$4,962,643TotalAssetsBOYAmt
Total Assets EOY$4,989,080TotalAssetsEOYAmt
Total Assets EOYFMV$5,994,177TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,962,643CapitalStockBOYAmt
Capital Stock EOY$4,989,080CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$4,962,643TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,989,080TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,962,643TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,989,080TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,962,643TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$316,321ExcessRevenueOverExpensesAmt
Subtotal$5,278,964SubtotalAmt
Other Decreases$289,884OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,989,080TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLILCLY TRADED SECURITIES - GS 5119P$196,964$125,003$71,961$71,961
PUBLILCLY TRADED SECURITIES - GS 5127P$121,518$92,472$29,046$29,046
FieldValueIRS element (for citing)
Capital Gain Net Income$101,007CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,785InvestmentIncomeExciseTaxAmt
Subtotal$2,785SubtotalAmt
Tax Based On Investment Income$2,785TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,490EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4,490TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,705OverpaymentAmt
Applied To ES Tax$1,705AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1AYCO COMPANY LP - NTGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5186405000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 COLISEUM DRIVEAddressLine1Txt
CityCohoesCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12047ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SURYA N MOHAPATRA
C/O Ayco Co LP - NTG PO Box 15201AlbanyNY122125201TRUSTEE1.0$0$0$0
MOHRANNIE MOHAPATRA
C/O Ayco Co LP - NTG PO Box 15201AlbanyNY122125201TRUSTEE1.0$0$0$0
RAHUL MOHAPATRA
C/O Ayco Co LP - NTG PO Box 15201AlbanyNY122125201TRUSTEE1.0$0$0$0
NAYAN MOHAPATRA
C/O Ayco Co LP - NTG PO Box 15201AlbanyNY122125201TRUSTEE1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,881,009AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$106,571AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,987,580TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,987,580AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$89,814CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,897,766NetVlNoncharitableAssetsAmt
Minimum Investment Return$294,888MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$294,888MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,785TaxBasedOnInvestmentIncomeAmt
Total Tax$2,785TotalTaxAmt
Distributable Before Adj$292,103DistributableBeforeAdjAmt
Distributable Before Ded$292,103DistributableBeforeDedAmt
Distributable As Adjusted$292,103DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$333,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$333,400QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$292,103DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$225,412ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$326,345ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$85,550ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$637,307TotalExcessDistributionCyovAmt
Qualifying Distributions$333,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$292,103AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,297RemainingDistriFromCorpusAmt
Total Corpus$678,604TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$678,604ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$225,412ExcessFromYear3Amt
Excess From Year2$326,345ExcessFromYear2Amt
Excess From Year1$85,550ExcessFromYear1Amt
Excess From Current Year$41,297ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSURYA N MOHAPATRA AND MOHRANNIE MOContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Child and Family Advocates Inc
69 E Wardell StreetScottsburgIN471701831NONEPCGeneral$1,500
University of Central Florida Foundation Inc
12424 Research Pkwy Ste 140OrlandoFL328263208NonePCGeneral$36,900
The Rockefeller University
1230 York AvenueNew YorkNY100656399NonePCGeneral$270,000
Safe Water Network
122 East 42nd Street Suite 2800New YorkNY10168NonePCGeneral$10,000
Malaria No More
2341 Eastlake Avenue East Ste 200SeattleWA98102NonePCGeneral$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$333,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,088ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$114,203ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$101,007ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$216,298ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$216,298TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSURYA N MOHAPATRA MOHRANNIE MOHAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1AYCO COMPANY LP PO BOX 15201AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd
FieldValueIRS element (for citing)
Total Contributions$449,353TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,167 shrs SPDR S&P 500 ETFNoncashPropertyDesc
Fair Market Value$449,353FairMarketValueAmt
Received2022-12-21ReceivedDt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNEW JERSEY DOES NOT HAVE A FILING REQUIREMENT. NEW JERSEY REGISTRATION IS NOT REQUIRED WHEN THE FOUNDATION DOES NOT RECEIVE MORE THAN $10,000 IN GROSS CONTRIBUTIONS FROM OUTSIDE SOURCES.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED LISTStockNm
EOY Book Value$283,506EOYBookValueAmt
EOYFMV$341,876EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSEE ATTACHED LISTCategoryOrItemTxt
Book Value$4,558,879BookValueAmt
EOYFMV$5,505,606EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$4,379BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
APPRECIATION OVER DONOR'S COST BASIS FOR$0
STOCK DONATED TO THE FOUNDATION$289,884

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$14,298Amt
Net Investment Income$14,298NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$1,632Amt
Net Investment Income$1,632NetInvestmentIncomeAmt

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