JLH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JLH FOUNDATION (EIN 42-1692014)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349102537
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T09:18:07-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363502641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chuhak & Tecson PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S Riverside Plaza Ste 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 421692014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JLH Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JLHF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10306 E Calle De Las Brisas | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Douglas Hayden | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Douglas | PersonFirstNm |
| Person Last | Hayden | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David B Shiner | PreparerPersonNm |
| PTIN | P00071036 | PTIN |
| Phone | 3124449300 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,352,143 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $43,242 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,242 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $43,242 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $215,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,528 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $215,528 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,689,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,617 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $270,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $270,387 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $258,770 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $10,029 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,261 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,261 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,261 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,548 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62,548 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $62,548 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,548 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $65,809 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,005,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,005,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,077,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $65,809 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,070,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$807,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,578 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $192,961 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,044,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,124,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,457,063 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,500,211 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,280,568 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,895,080 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,544,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,404,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,352,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,544,822 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,404,670 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,544,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,404,670 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,544,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,404,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,544,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$807,191 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,737,631 | SubtotalAmt |
| Other Decreases | $332,961 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,404,670 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Northern Trust ST | P | 2022-01-01 | 2022-07-01 | $444,846 | $497,807 | -$52,961 | -$52,961 |
| Northern Trust LT | P | 2002-11-20 | 2022-07-01 | $3,244,537 | $3,179,959 | $64,578 | $64,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,617 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$52,961 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,844 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,844 | SubtotalAmt |
| Tax Based On Investment Income | $2,844 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,844 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mitchell D Weinstein | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124449300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S Riverside Plaza 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Heather Hayden | ||||||
| 710 Colleen Dr | San Jose | CA | 95123 | Director | 0.00 | $0 |
| Marilyn J Hayden | ||||||
| 10306 E Calle De Las Brisas | Scottsdale | AZ | 85255 | Secretary | 0.00 | $0 |
| Douglas Hayden | ||||||
| 710 Colleen Dr | San Jose | CA | 95123 | President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,022,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,022,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,022,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,872,592 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $493,630 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $493,630 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,844 | TotalTaxAmt |
| Distributable Before Adj | $490,786 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $490,786 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $490,786 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,070,810 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,070,810 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $490,786 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,938 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,070,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,938 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $490,786 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $558,086 | RemainingDistriFromCorpusAmt |
| Total Corpus | $558,086 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $558,086 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $558,086 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Marilyn J Hayden | ContributingManagerNm |
| Contributing Manager | Douglas Hayden | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| David Horowitz Freemdom Center | |||||||
| 4401 Wilshire Blvd 4th Floor | Los Angeles | CA | 90010 | None | POF | General use | $50,000 |
| Turning Point USA | |||||||
| 4940 E Beverly Road | Phoenix | AZ | 85044 | None | PC | General use | $250,000 |
| Media Research Center | |||||||
| 1900 Campus Commons Dr Suite 600 | Reston | VA | 20191 | None | PC | General use | $20,000 |
| Project Veritas | |||||||
| PO Box 98217 | Washington | DC | 20090 | None | PC | General use | $20,000 |
| FLCCC Alliance | |||||||
| 2001 L St NW Suite 500 | Washington | DC | 20036 | None | PC | General use | $10,001 |
| Stand Together Foundation | |||||||
| 1320 N Courthouse Rd Suite 220 | Arlington | VA | 22201 | None | PC | General use | $20,000 |
| Robert Smalls Legacy Foundation | |||||||
| 320 S Henry St | Alexandria | VA | 22314 | None | PC | General use | $35,000 |
| Accuracy in the Media | |||||||
| 1717 K Street NW Suite 900 | Washington | DC | 20006 | None | PC | General use | $10,000 |
| Advocates for Faith and Freedom | |||||||
| 25026 Las Brisas Road | Murrieta | CA | 92562 | None | PC | General use | $50,000 |
| All Things Possible | |||||||
| PO Box 63176 | Colorado Springs | CO | 80962 | None | PC | General use | $50,000 |
| Americans for Prosperity Foundation | |||||||
| 1310 N Courthouse Road Suite 700 | Arlington | VA | 22201 | None | EOF | General use | $40,000 |
| Blexit Foundation | |||||||
| 1906 Glen Echo Road | Nashville | TN | 37215 | None | EOF | General use | $10,000 |
| City Teams | |||||||
| 2306 Zanker Road | San Jose | CA | 95131 | None | PC | General use | $50,000 |
| Color Us United | |||||||
| PO Box 1055 | Morrisville | NC | 27560 | None | PC | General use | $25,000 |
| Committee to Unleash Prosperity | |||||||
| 1155 15th St NW Suite 525 | Washington | DC | 20005 | None | PC | General use | $25,000 |
| Cross International | |||||||
| 1280 SW 36th Ave Suiet 303 | Pompano Beach | FL | 33069 | None | PC | General use | $50,000 |
| Emergent Order | |||||||
| 4450 Frontier Trail | Austin | TX | 78745 | None | PC | General use | $10,000 |
| FreedomWorks Foundation | |||||||
| 111 K Street NE Suite 600 | Washington | DC | 20002 | None | POF | General use | $20,000 |
| Independent Women's Forum | |||||||
| 4 Weems Lane 312 | Winchester | VA | 22601 | None | PC | General use | $20,000 |
| Morton Blackwell Leadership Institu | |||||||
| 1101 N Highland St | Arlington | VA | 22201 | None | PC | General use | $50,000 |
| Pacific Research Institute | |||||||
| PO Box 60485 | Pasadena | CA | 91116 | None | PC | General use | $10,000 |
| Samaritan's Purse | |||||||
| PO Box 3000 | Boone | NC | 28607 | None | PC | General use | $50,000 |
| Tim Tebow Foundation | |||||||
| 7700 Square Lake Blvd | Jacksonville | FL | 32256 | None | POF | General use | $10,000 |
| University of Austin | |||||||
| 2112 Rio Grande St | Austin | TX | 78705 | None | PC | General use | $100,000 |
| Values Advocacy Council | |||||||
| 1019 Redmond Ave | San Jose | CA | 95120 | None | PC | General use | $10,000 |
| Walkaway Foundation | |||||||
| 1872 Lexington Ave Suite 139 | New York | NY | 10035 | None | PC | General use | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,005,001 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,242 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,528 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,617 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $258,770 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,617 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $270,387 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Equity Large Cap | AT COST | $3,626,813 | $4,442,609 |
| Equity Mid Cap | AT COST | $116,214 | $106,868 |
| Equity Small Cap | AT COST | $512,468 | $640,504 |
| Equity Intl Developed | AT COST | $1,378,029 | $1,320,420 |
| Equity Intl Emerging | AT COST | $354,366 | $274,666 |
| Fixed Corp/Govt | AT COST | $800,344 | $705,934 |
| Fixed Muni | AT COST | $648,986 | $644,918 |
| Fixed Other Bonds | AT COST | $296,503 | $284,005 |
| Real Estate Funds | AT COST | $496,304 | $427,523 |
| Fixed income - intl developed | AT COST | $50,541 | $47,633 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other adjustment | Desc |
| Amt | $332,961 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment fees | Desc |
| Revenue And Expenses Per Books | $62,548 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $62,548 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,548 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $62,548 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign taxes | $3,261 | $3,261 | $3,261 | $3,261 |
| IRS | $6,768 |
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