BUNDY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BUNDY FAMILY FOUNDATION (EIN 94-3215971)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-24
- IRS object ID
- 202322979349100852
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-24T09:07:38-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363858249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stern Cassello & Associates LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 North LaSalle Street Suite 2015 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | 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 | 943215971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bundy Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUND | BusinessNameControlTxt |
| Phone | 4159866264 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 Alpine Road Ste 288-461 | AddressLine1Txt |
| City | Portola Valley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Timothy D Orr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4159866264 | PhoneNum |
| Signature | 2023-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Timothy | PersonFirstNm |
| Person Last | Orr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James R Stern | PreparerPersonNm |
| PTIN | P00831572 | PTIN |
| Phone | 3124435025 | PhoneNum |
| Preparation | 2023-08-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| 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 | $5,627,797 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $70,297 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $280 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $280 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,746 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,241,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,072 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $163,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,098 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,067 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,967 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $344,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,967 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$181,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,534 | CashBOYAmt |
| Cash EOY | $152,631 | CashEOYAmt |
| Cash EOYFMV | $152,631 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,086,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,035,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,035,748 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,045,663 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,768,093 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,439,418 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,138,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,956,472 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,627,797 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,138,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,956,472 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,138,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,956,472 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,138,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,956,472 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,138,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$181,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,956,472 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,956,472 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Schwab #3820 | 2020-12-01 | 2022-12-31 | $2,195 | $2,236 | -$41 | -$41 | |
| Schwab #8312 | 2021-09-01 | 2022-06-30 | $480,890 | $535,350 | -$54,460 | -$54,460 | |
| Schwab #8312 | 2013-01-01 | 2022-12-31 | $2,677,185 | $2,688,062 | -$10,877 | -$10,877 | |
| Schwab S&P 500 Index | 2021-12-14 | 2022-05-27 | $2,250 | $2,434 | -$184 | -$184 | |
| USAA NASDAQ 100 Index | 2021-08-03 | 2022-04-22 | $83 | $98 | -$15 | -$15 | |
| Vanguard US Growth | 2021-08-03 | 2022-04-22 | $64 | $98 | -$34 | -$34 | |
| Vanguard 500 Index | 2021-07-28 | 2022-06-23 | $177 | $196 | -$19 | -$19 | |
| Capital Gains Dividends | $78,702 | $78,702 | $78,702 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,072 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $530 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $530 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,340 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,340 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,810 | OverpaymentAmt |
| Applied To ES Tax | $7,810 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Timothy D Orr | IndividualWithBooksNm |
| Phone | 4159866264 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 Alpine Road Ste 288-461 | AddressLine1Txt |
| City | Portola Valley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Timothy D Orr | ||||||||
| 3130 Alpine Road Ste 288-461 | Portola Valley | CA | 94028 | President | 0.00 | $0 | $0 | $0 |
| Katherine O Traina | ||||||||
| 3130 Alpine Road Ste 288-461 | Portola Valley | CA | 94028 | Secretary/CFO | 0.00 | $0 | $0 | $0 |
| Christina E Carroll | ||||||||
| 3130 Alpine Road Ste 288-461 | Portola Valley | CA | 94028 | Asst Sec/Asst CFO | 0.00 | $0 | $0 | $0 |
| Kristin Orr | ||||||||
| 3130 Alpine Road Ste 288-461 | Portola Valley | CA | 94028 | Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,515,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,484,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,999,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,999,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,909,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $295,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $295,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $530 | TotalTaxAmt |
| Distributable Before Adj | $294,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $294,931 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $290,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,149 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,149 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $276,851 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $18,080 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bundy Museum of History and Art | |||||||
| 129 Main Street | Binghamton | NY | 13905 | None | PC | Education and Arts | $2,000 |
| Community Library Association | |||||||
| 415 Spruce Avenue N | Ketchum | ID | 83340 | None | PC | Book Lending, Reading, Research | $13,000 |
| Compass Family Services | |||||||
| 37 Grove Street | San Francisco | CA | 94102 | None | PC | Health, Education | $10,000 |
| Direct Relief | |||||||
| 6100 Wallace Becknell Road | Santa Barbara | CA | 93117 | None | PC | Coronavirus Response | $10,000 |
| Feeding America | |||||||
| 161 North Clark Street | Chicago | IL | 60601 | None | PC | Coronavirus Response | $20,000 |
| Hamilton College | |||||||
| 198 College Hill Road | Clinton | NY | 13323 | None | PC | Education | $15,000 |
| Horizons Foundation | |||||||
| PO Box 52 | Rumson | NJ | 07760 | None | PC | Education, Student Enrichment | $10,000 |
| LSB Leakey Foundation | |||||||
| 1003 B OReilly Avenue | San Francisco | CA | 94126 | None | PC | Education, Research, Anthropology, Sociology | $15,000 |
| Lunchbreak | |||||||
| 121 Drs James Parker Blvd | Red Bank | NJ | 07701 | None | PC | Provide food, clothing, life skills & fellowship to those in need | $5,000 |
| Marin Country Day School | |||||||
| 5221 Paradise Drive | Corte Madera | CA | 94925 | None | PC | Education | $5,000 |
| Monmouth Conservation Foundation | |||||||
| PO Box 4150 | Middleton | NJ | 077484150 | None | PC | Land Resources Conservation | $5,000 |
| Monmouth Medical Center Foundation | |||||||
| 300 Second Avenue | Long Branch | NJ | 07740 | None | PC | Health Care, Education, Medical Technology | $5,000 |
| Riverview Medical Center | |||||||
| 1 Riverview Plaza | Red Bank | NJ | 077011864 | None | PC | Public Charity Support | $5,000 |
| Rumson Country Day School | |||||||
| 35 Bellevue Avenue | Rumson | NJ | 07760 | None | PC | Education | $5,000 |
| Sheldrick Wildlife Trust USA | |||||||
| 25283 Cabot Road Suite 101 | Laguna Hills | CA | 92653 | None | PC | Conservation | $5,000 |
| St Paul's School | |||||||
| 325 Pleasant Street | Concord | NH | 03301 | None | PC | Education | $5,000 |
| Stella's Shelter Fund Inc | |||||||
| PO Box 1048 | Ketchum | ID | 83340 | None | PC | Provide supplies, food and support for animal shelters in Idaho | $10,000 |
| Swiftsure Ranch Therapeutic Equestrian Center | |||||||
| 114 Calypso Lane | Bellevue | ID | 83313 | None | PC | Therapy for persons with disabilities | $20,000 |
| University of Pennsylvania | |||||||
| 2929 Walnut Street Suite 300 | Phiadelphia | PA | 191045099 | None | PC | Penn Fund | $10,000 |
| University of Richmond | |||||||
| 110 UR Drive | Richmond | VA | 231730008 | None | PC | Education | $30,000 |
| World Central Kitchen | |||||||
| 200 Massachusetts Ave NW 7th Floor | Washington | SC | 20001 | None | PC | Humanitarian Aid | $5,000 |
| Hunger Coalition | |||||||
| 110 Honeysuckle St | Bellevue | ID | 833135095 | None | PC | Provide access to food and address food insecurity | $5,000 |
| St Luke's Wood River Foundation Inc | |||||||
| PO Box 7005 | Ketchum | ID | 83340 | None | PC | Improve healthcare experiences | $25,000 |
| Nature Conservancy | |||||||
| 4245 N Fairfax Drive | Arlington | VA | 22203 | None | PC | North Idaho Grizzly Habitat Protection Project | $20,000 |
| Senior Connection | |||||||
| 721 S 3rd Ave PO Box 28 | Hailey | ID | 83333 | None | PC | Connect seniors to essential services | $5,000 |
| Berkshire School | |||||||
| 245 North Undermountain Road | Sheffield | MA | 01257 | None | PC | Education | $10,000 |
| Planned Parenthhood | |||||||
| PO Box 97166 | Washington | DC | 20090 | None | PC | Women's health | $5,000 |
| Princeton University | |||||||
| 100 Overlook Center Suite 300 | Princeton | NJ | 08540 | None | PC | Education | $5,000 |
| Center for Reproductive Rights | |||||||
| 199 Water Street 22nd Floor | New York | NY | 10038 | None | PC | Advance reproductive freedom | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $280 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,072 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $93,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,098 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C E Carroll 2012 Charitable Lead Annuity Tr | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4676 | AddressLine1Txt |
| City | Ketchum | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $70,297 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $9,900 | Amt |
| Net Investment Income | $9,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Cohen & Steers Inst Realty | AT COST | $44 | $43 |
| DFA Emerging Markets Core | AT COST | $19 | $20 |
| DFA Emerging Markets Small | AT COST | $18 | $20 |
| DFA US Small Cap Port | AT COST | $1,599 | $2,172 |
| DFA US Small Cap Value | AT COST | $1,378 | $1,633 |
| DFA US Targeted Value | AT COST | $30 | $27 |
| Dodge & Cox Intl Stock | AT COST | $38 | $43 |
| Dodge & Cox Stock | AT COST | $232 | $209 |
| John Hancock Intl Growth CL | AT COST | $26 | $22 |
| John Hancock US Growth Fund | AT COST | $182,748 | $195,220 |
| Schwab #3820 Equity Funds | AT COST | $259 | $265 |
| Schwab S&P 500 Index | AT COST | $157,894 | $213,559 |
| Schwab US Large Cap | AT COST | $24,970 | $29,468 |
| TIAA-CREF Real Estate Sec Instl | AT COST | $405 | $432 |
| USAA NASDAQ 100 Index | AT COST | $98 | $105 |
| Vanguard 500 Index | AT COST | $440,025 | $645,852 |
| Vanguard Core Bond | AT COST | $14 | $13 |
| Vanguard Div Growth Fund | AT COST | $356,812 | $751,951 |
| Vanguard Emerging Mkts Slct Stk Fd | AT COST | $22 | $19 |
| Vanguard Energy Adm | AT COST | $98 | $111 |
| Vanguard Information Tech | AT COST | $98 | $123 |
| Vanguard Interm Term Bond | AT COST | $12 | $10 |
| Vanguard Intl Growth Fd Admiral | AT COST | $90 | $90 |
| Vanguard US Growth Fd Admiral | AT COST | $100 | $101 |
| Vanguard Utilities Index | AT COST | $98 | $122 |
| Virtus KAR Small Cap Core I | AT COST | $936 | $1,137 |
| Virtus KAR Small Cap Growth I | AT COST | $30 | $29 |
| Vanguard GNMA Adm | AT COST | $100,000 | $99,650 |
| Vanguard ST Treasury Adm | AT COST | $100,000 | $99,874 |
| Vanguard Equity Index Adm | AT COST | $400,000 | $397,098 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Management Fees | Desc |
| Revenue And Expenses Per Books | $32,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid Schwab #8312 | $67 | $67 | $0 |
| Federal Tax | $13,000 | $13,000 | $0 |
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