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GARY W DIETRICH FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GARY W DIETRICH FAMILY FOUNDATION (EIN 38-3339852)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-25
IRS object ID
202302069349100725
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)
Return2023-07-25T14:17:02-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383339852EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gary W Dietrich Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlGARYBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY DIETRICHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-07-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastDIETRICHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$1,326,984FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$235InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$235InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,189DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,189DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,420NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$305,914GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$39,004TotalRevAndExpnssAmt
Total Net Invst Incm$44,424TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$14,747OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,747OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$800TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,834OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10,834OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,381TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,747TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,834TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,881TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,747TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$61,334TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,877ExcessRevenueOverExpensesAmt
Net Investment Income$29,677NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$44,633SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,259SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,259SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,230,723CorporateStockBOYAmt
Corporate Stock EOY$1,205,220CorporateStockEOYAmt
Corporate Stock EOYFMV$1,294,725CorporateStockEOYFMVAmt
Total Assets BOY$1,275,356TotalAssetsBOYAmt
Total Assets EOY$1,237,479TotalAssetsEOYAmt
Total Assets EOYFMV$1,326,984TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,275,356RetainedEarningBOYAmt
Retained Earning EOY$1,237,479RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,275,356TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,237,479TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,275,356TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,237,479TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,275,356TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,877ExcessRevenueOverExpensesAmt
Subtotal$1,237,479SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,237,479TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$305,914GrossSalesPriceAmt
Cost Or Other Basis$311,334CostOrOtherBasisAmt
Gain Or Loss-$5,420GainOrLossAmt
Gains Minus Excess Or Losses-$5,420GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,420CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$413InvestmentIncomeExciseTaxAmt
Subtotal$413SubtotalAmt
Tax Based On Investment Income$413TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$64EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$400ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$464TotalPaymentsAndCreditsAmt
Overpayment$51OverpaymentAmt
Applied To ES Tax$51AppliedToESTaxAmt

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 StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Carolyn Dietrich
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec1.0$0$0$0
Gary W Dietrich
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Treas, Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,384,865AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,916AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,413,781TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,413,781AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,207CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,392,574NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,629MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,629MinimumInvestmentReturnAmt
Tax Based On Investment Income$413TaxBasedOnInvestmentIncomeAmt
Total Tax$413TotalTaxAmt
Distributable Before Adj$69,216DistributableBeforeAdjAmt
Distributable Before Ded$69,216DistributableBeforeDedAmt
Distributable As Adjusted$69,216DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$61,334ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$61,334QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,216DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$9,778ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,575ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,388ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,956ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$36,697TotalExcessDistributionCyovAmt
Qualifying Distributions$61,334QualifyingDistributionsAmt
Applied To Current Year$61,334AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,882ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,882ExcessDistributionCyovAppCYAmt
Total Corpus$28,815TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,896ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$26,919ExcessDistriCyovToNextYrAmt
Excess From Year4$9,575ExcessFromYear4Amt
Excess From Year3$12,388ExcessFromYear3Amt
Excess From Year2$4,956ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCarolyn DietrichContributingManagerNm
Contributing ManagerGary W DietrichContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AVIAN CONSERVATION CENTER
PO BOX 1247CHARLESTONSC29402N/APCAvian Conservation Center/Center for Birds of Prey funds$10,000
BOONE AND CROCKETT CLUB FOUNDATION INC
250 STA DRIVEMISSOULAMT59801N/ASO IArea of Greatest Need$10,000
CAMERON COMMUNITY CLUB INC
PO BOX 422CAMERONSC29030N/APCfunds for Cameron volunteer fire training and Community Club property upgrades$2,000
CHARLESTON MENS CHORUS INC
PO BOX 22674CHARLESTONSC29413N/APCCharleston Men's Chorus 2022-23 Season$2,500
CONGAREE LAND TRUST
2711 MIDDLEBURG DR STE 312COLUMBIASC29204N/APCGeneral & Unrestricted$2,000
ELLOREE HERITAGE MUSEUM & CULTURAL CENTER INC
PO BOX 54ELLOREESC29047N/APCBuilding Repairs funds$1,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242N/APCBarney Charter School Initiative$4,000
LOWCOUNTRY LAND TRUST INC
635 RUTLEDGE AVE STE 107CHARLESTONSC29403N/APCLandscape Conservation Across SC's Coastal Plain$2,000
MAYO CLINIC
200 1ST ST SWROCHESTERMN55905N/APCGeneral & Unrestricted$2,000
MONTANA LAND RELIANCE
PO BOX 355HELENAMT59624N/APC2021 Project$2,000
ROPER ST FRANCIS FOUNDATION
125 DOUGHTY ST STE 790CHARLESTONSC29403N/ASO IArea of Greatest Need$2,000
SOUTH CAROLINA WATERFOWL ASSOCIATION
9833 OLD RIVER RDPINEWOODSC29125N/APCGary Dietrich Wildlife Management Apprentice Program$10,000
THE YOUNG AMERICANS INC
1132 OLYMPIC DRCORONACA92881N/APCThe Young Americans Michigan Summer Camps$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,500TotalGrantOrContriPdDurYrAmt

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$235ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,189ExclusionAmt
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-$5,420ExclusionAmt
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$39,004ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,004TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK EVENT DRIVEN EQUITY$13,474$13,349
BLACKSTONE ALTERNATIVE MULTI S$28,162$26,590
FIDELITY 500 INDEX FUND$83,352$80,666
ISHARES BARCLAYS US TREASURY B$12,892$12,928
ISHARESLEHMAN 7-10YR$56,296$51,242
JPMORGAN BETABUILDERS CANADA E$21,232$24,348
JPMORGAN BETABUILDERS DEVELOPE$27,093$26,574
JPMORGAN BETABUILDERS JAPAN ET$42,124$37,222
JPMORGAN CORE BD FUND ULTRA$16,502$13,502
LORD ABBETT INVT TRUST$28,225$25,886
NEUBERGER BERMAN ALTRNTIVE FDS$12,066$12,534
PIMCO INCOME FUND$16,417$14,229
PIMCO MORTGAGE OPPORTUNITIES F$14,303$12,544
SIX CIRCLES CREDIT OPPORTUNITI$42,140$39,798
SIX CIRCLES GLOBAL BOND FUND$179,400$147,091
SIX CIRCLES INTERNATIONAL UNCO$116,410$109,632
SIX CIRCLES ULTRA SHORT DURATI$12,769$12,399
SIX CIRCLES US UNCONSTRAINED E$130,831$133,324
SPDR S&P 500 ETF TRUST$156,905$332,714
VANGUARD TOT INTL BOND IX ADMI$127,826$107,242
VANGUARD TOTAL BOND MARKET ETF$25,310$23,204
VANGUARD TOTAL INTL BD IDX ETF$41,491$37,707

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdministrative FeesDesc
Revenue And Expenses Per Books$10,834RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$10,834DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$14,747Amt
Net Investment Income$14,747NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2021CategoryTxt
Amt$800Amt

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