GREY FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GREY FAMILY FOUNDATION (EIN 68-0323540)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-04
IRS object ID
202342479349100104
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)
Return2023-09-04T18:32:04-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946357165PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOWAT MACKIE & ANDERSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET SUITE 1500AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946123577ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680323540EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREYBusinessNameControlTxt
Phone4156081007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 MOUNT TIBURON ROADAddressLine1Txt
CityTIBURONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD S GREYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4156081007PhoneNum
Signature2023-08-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastGREYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN E WILSONPreparerPersonNm
PTINP00449883PTIN
Phone5108931120PhoneNum
Preparation2023-08-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$8,954,034FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$116InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$116InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$158,561DividendsRevAndExpnssAmt
Dividends Net Invst Incm$158,561DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$329,988NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$345,739GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$329,988CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$488,665TotalRevAndExpnssAmt
Total Net Invst Incm$488,665TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,134AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,134AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,648TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$142OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$44OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,924TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$44TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,234TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$358,271ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$358,271ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$367,195TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$44TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$364,505TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$121,470ExcessRevenueOverExpensesAmt
Net Investment Income$488,621NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$58,158SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$143,832SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$143,832SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,309,465CorporateStockBOYAmt
Corporate Stock EOY$2,345,261CorporateStockEOYAmt
Corporate Stock EOYFMV$8,810,202CorporateStockEOYFMVAmt
Total Assets BOY$2,367,623TotalAssetsBOYAmt
Total Assets EOY$2,489,093TotalAssetsEOYAmt
Total Assets EOYFMV$8,954,034TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,367,623RetainedEarningBOYAmt
Retained Earning EOY$2,489,093RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,367,623TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,489,093TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,367,623TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,489,093TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,367,623TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$121,470ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,489,093SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,489,093TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHEVRON CORP: CVXP1998-06-292022-03-21$163,209$7,875$155,334$155,334
CHEVRON CORP: CVXP1998-06-292022-03-21$93,415$3,938$89,477$89,477
CHEVRON CORP: CVXP1998-06-292022-03-21$89,115$3,938$85,177$85,177
FieldValueIRS element (for citing)
Capital Gain Net Income$329,988CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,792InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,792SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,792TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Tax Due$2,798TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDOUGLAS P GREYIndividualWithBooksNm
Phone4156081007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MOWAT MACKIE ANDERSON 1999AddressLine1Txt
Address Line2HARRISON ST SUITE 1500AddressLine2Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOUGLAS GREY
2 MT TIBURON ROADTIBURONCA94920PRESIDENT5.00$0$0$0
RICHARD S GREY
2370 PARADISE DRTIBURONCA94920VICE PRESIDENT2.00$0$0$0
AMANDA GREY TIMAR
201 OVERLOOK DRIVESANTA CRUZCA95060SECRETARY/TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,436,624AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,566AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,530,190TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,530,190AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$142,953CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,387,237NetVlNoncharitableAssetsAmt
Minimum Investment Return$469,362MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$469,362MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,792TaxBasedOnInvestmentIncomeAmt
Total Tax$6,792TotalTaxAmt
Distributable Before Adj$462,570DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$462,570DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$462,570DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$364,505ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$364,505QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$462,570DistributableAsAdjustedAmt
Undistributed Income PY$357,170UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$364,505QualifyingDistributionsAmt
Applied To Year1$357,170AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,335AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$455,235UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TRUST FOR PUBLIC LAND
101 MONTGOMERY ST SUITE 900SAN FRANCISCOCA94104N/APUBLIC CHARITYPROGRAM SUPPORT$50,000
GREAT FALLS PUBLIC SCHOOLS FOUNDATION
1100 4TH STREET SOUTHGREAT FALLSMT59403N/APUBLIC CHARITYSUPPORTING THE MEMORIAL STADIUM RENOVATION PROJECT$25,000
ALLIANCE FOR GLOBAL CLINICAL TRAINING
115 LAKE AVEPIEDMONTCA94611N/APUBLIC CHARITYPROGRAM SUPPORT$8,500
CHRIST CHURCH
118 N WASHINGTON STALEXANDRIAVA22314N/APUBLIC CHARITYPROGRAM SUPPORT$5,200
MARINHEALTH FOUNDATION
1350 S ELISEO DR 110GREENBRAECA94904N/APUBLIC CHARITYPROGRAM SUPPORT$10,000
SANTA CATALINA SCHOOL
1500 MARK THOMAS DRMONTEREYCA93940N/APUBLIC CHARITYPROGRAM SUPPORT$7,500
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWASHINGTONDC20001N/APUBLIC CHARITYPROGRAM SUPPORT$7,000
WESTMINSTER PRESBYTERIAN CHURCH CA
240 TIBURON BLVDTIBURONCA94920N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
SF MARIN FOOD BANK
2550 KERNER BLVDSAN RAFAELCA94901N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
WESTMINSTER PRESBYTERIAN CHURCH VA
2701 CAMERON MILLS ROADALEXANDRIAVA22302N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
VASCULAR CURES
274 REDWOOD SHORES PKWY 717REDWOOD CITYCA94065N/APUBLIC CHARITYPROGRAM SUPPORT$7,500
MEDSHARE
3240 CLIFTON SPRINGS ROADDECATURGA30034N/APUBLIC CHARITYPROGRAM SUPPORT$35,000
THE STANFORD FUND
326 GALVEZ STREETSTANFORDCA94305N/APUBLIC CHARITYTHE BIODESIGN MAIN GIFT FUND, THE ART HISTORY GIFT FUND, AND THE BUCK/CARDINAL CLUB FUND, THE STANFORD FUND, BUSINESS SCHOOL FUND.$85,000
OPERATION ACCESS
353 KEARNY ST SUITE 201SAN FRANCISCOCA94108N/APUBLIC CHARITYPROGRAM SUPPORT$15,000
SANTA CRUZ HIGH SCHOOL
531 LINCOLN STREETSANTA CRUZCA95060N/APUBLIC CHARITYPROGRAM SUPPORT$6,000
ABBOTT PTA
600 36TH AVESAN MATEOCA94403N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
HUMANE RESCUE ALLIANCE
71 OGLETHORPE ST NWWASHINGTONDC20011N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
ALL UNDER 5000
AVAILABLE UPON REQUESTOAKLANDCA94612N/APUBLIC CHARITYPROGRAM SUPPORT$66,571
THE DAWN REDWOODS CHARITABLE TRUST
ONE BLACKFIELD DRIVE SUITE 331TIBURONCA94920N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$358,271TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$116ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$158,561ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$329,988ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$488,665ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$488,665TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,134Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,134DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK AMERICA CORP$22,392$132,480
CHEVRON CORPORATION$85,575$2,473,552
APPLE INC$293,031$3,105,327
VANGUARD 500 INDEX$1,944,263$3,098,843

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REGISTRY OF CHARITABLE TRUSTS ANNUAL REGISTRATION RENEWAL FEES$100$0$100
BANK FEES$44$44$0
ROUNDING-$2$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$2,648Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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