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A PART OF THE WHOLE A FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
A PART OF THE WHOLE A FAMILY FOUNDATION (EIN 87-2914178)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-06
IRS object ID
202311879349101001
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)
Return2023-07-06T08:34:02-05:00ReturnTs
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)
EIN872914178EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1A Part of the Whole A Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlAPARBusinessNameControlTxt
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)
Personshandara gillPersonNm
Person Titleco-presidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-06-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstshandaraPersonFirstNm
Person LastgillPersonLastNm
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$886,564FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$547,908ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$696InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$696InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,000DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,000DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,316NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$894,672GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$702,772CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$563,920TotalRevAndExpnssAmt
Total Net Invst Incm$715,468TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,529OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,529OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$11,800TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,974OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,943OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,303TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,560TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,943TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$85,803TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,560TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$69,443TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$478,117ExcessRevenueOverExpensesAmt
Net Investment Income$710,908NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$42,555SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,635SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,635SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$467,785CorporateStockBOYAmt
Corporate Stock EOY$947,822CorporateStockEOYAmt
Corporate Stock EOYFMV$845,929CorporateStockEOYFMVAmt
Total Assets BOY$510,340TotalAssetsBOYAmt
Total Assets EOY$988,457TotalAssetsEOYAmt
Total Assets EOYFMV$886,564TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$510,340RetainedEarningBOYAmt
Retained Earning EOY$988,457RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$510,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$988,457TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$510,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$988,457TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$510,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$478,117ExcessRevenueOverExpensesAmt
Subtotal$988,457SubtotalAmt
Tot Net Ast Or Fund Balances EOY$988,457TotNetAstOrFundBalancesEOYAmt

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$894,672GrossSalesPriceAmt
Cost Or Other Basis$191,900CostOrOtherBasisAmt
Gain Or Loss$702,772GainOrLossAmt
Gains Minus Excess Or Losses$702,772GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$702,772CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,882InvestmentIncomeExciseTaxAmt
Subtotal$9,882SubtotalAmt
Tax Based On Investment Income$9,882TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,685EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$197ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$9,882TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt

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 StateDEOrgReportOrRegisterStateCd
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
Michelle Brennan Gill
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres, Dir1.0$0$0$0
Shandara Gill
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres, Dir, Sec, Treas1.0$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$582,690AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,587AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$618,277TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$618,277AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,274CashDeemedCharitableAmt
Net Vl Noncharitable Assets$609,003NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,450MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,450MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,882TaxBasedOnInvestmentIncomeAmt
Total Tax$9,882TotalTaxAmt
Distributable Before Adj$20,568DistributableBeforeAdjAmt
Distributable Before Ded$20,568DistributableBeforeDedAmt
Distributable As Adjusted$20,568DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$69,443ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$69,443QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,568DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr1$6,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,500TotalExcessDistributionCyovAmt
Qualifying Distributions$69,443QualifyingDistributionsAmt
Applied To Current Year$20,568AppliedToCurrentYearAmt
Remaining Distri From Corpus$48,875RemainingDistriFromCorpusAmt
Total Corpus$55,375TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$55,375ExcessDistriCyovToNextYrAmt
Excess From Year1$6,500ExcessFromYear1Amt
Excess From Current Year$48,875ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMichelle Brennan GillContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GRAVITY WATER
PO BOX 3884SANTA CRUZCA95063N/APCGeneral & Unrestricted$59,000
ROMERO INSTITUTE
210 HIGH ST 2ND FLSANTA CRUZCA95060N/APCLakota People's Law Project in their efforts towards Indian Child Welfare, Native rights advocacy, and protecting sacred lands and waters$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,500TotalGrantOrContriPdDurYrAmt

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$696ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,000ExclusionAmt
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$3,316ExclusionAmt
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$16,012ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,012TotalIncomeProducingActyAmt

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 PersonGill Michelle BrennanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12115 S Winchester BlvdAddressLine1Txt
CityCampbellCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
FieldValueIRS element (for citing)
Total Contributions$547,908TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyAPPLE INC AAPL, 3500 sh.NoncashPropertyDesc
Fair Market Value$547,908FairMarketValueAmt
Received2022-09-01ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK EVENT DRIVEN EQUITY$23,025$22,484
BLACKROCK STRATEGIC INCOME OPP$10,436$9,469
COLUMBIA CONTRARIAN CORE FUND$69,525$56,193
DFA LARGE CAP INTERNATIONAL PO$43,097$43,752
DODGE & COX FUNDS INTERNATIONA$20,622$18,831
DODGE & COX STOCK$46,621$41,577
DOUBLELINE CORE FIXED INCOME I$57,790$54,430
HARBOR CAPITAL APPRECIATION FU$40,726$31,027
HARTFORD SCHRODERS EMERGING MA$19,002$15,552
ISHARES RUSSELL 2000 GROWTH IN$47,855$39,901
ISHARES S&P 500 VALUE INDEX FU$53,978$51,935
ISHARES TRUST RUSSELL 2000 VAL$44,697$39,798
ISHARES TRUST RUSSELL MIDCAP I$62,239$63,538
MFS INTERNATIONAL GROWTH FUN C$20,590$17,048
PGIM TOTAL RETURN BOND FUND CL$58,368$54,564
T. ROWE PRICE GROWTH STOCK FUN$40,582$29,715
VANGUARD GROWTH AND INCOME FUN$153,550$129,980
VANGUARD MALVERN FDS CRE BD AD$68,369$63,051
VANGUARD SF REIT ETF$22,221$18,970
VANGUARD ST BOND ETF$44,529$44,114

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$7,918$7,918
Bank Charges$31$31
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$4,529Amt
Net Investment Income$4,529NetInvestmentIncomeAmt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationThe Foundation's administrator initially mailed a request to update the Foundation's name in the Internal Revenue Service's (the "Service") database in advance of the quarterly estimated tax deadlines. Due to the IRS' backlog and through no fault of the Foundation, the name change request was not processed timely which prevented the Foundation from being able to enroll in EFTPS to make quarterly payments. Once the name was updated on the account by the Service, the Foundation submitted its required payments. Form 2220 was prepared as if the name change had been acknowledged and reports the quarterly estimated tax payments as made timely by the original due dates of such payments. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's actions were reasonable and in good faith. We respectfully request that no underpayment penalties of quarterly estimated taxes be assessed in connection with such payments.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2022$9,600
990-PF Extension for 2021$2,200

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