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THE FRY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE FRY FOUNDATION (EIN 01-0570536)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-11
IRS object ID
202342849349101859
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)
Return2023-10-11T20:19:10-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454240573PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BREWER & HULME CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13150 ALMADEN EXPWY SUITE 215AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95118ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010570536EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Fry FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRYFBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15849 N Cameldale WayAddressLine1Txt
CityParadise ValleyCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAlice J FryPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-10-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAlice JPersonFirstNm
Person LastFryPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPhilip R Hulme CPAPreparerPersonNm
PTINP00440116PTIN
Phone4082660174PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$5,029,872FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$604,787ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$205InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$205InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$205InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$226,401DividendsRevAndExpnssAmt
Dividends Net Invst Incm$226,401DividendsNetInvstIncmAmt
Dividends Adj Net Incm$226,401DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$187,934NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$495,301GrossSalesPriceAmt
Total Rev And Expnss$643,459TotalRevAndExpnssAmt
Total Net Invst Incm$226,606TotalNetInvstIncmAmt
Total Adj Net Incm$226,606TotalAdjNetIncmAmt
Taxes Rev And Expnss$2,010TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,010TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$35,744OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35,744OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$37,754TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,754TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$260,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$260,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$297,754TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,754TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$260,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$345,705ExcessRevenueOverExpensesAmt
Net Investment Income$188,852NetInvestmentIncomeAmt
Adjusted Net Income$226,606AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$146,129CashBOYAmt
Cash EOY$64,637CashEOYAmt
Cash EOYFMV$64,637CashEOYFMVAmt
Other Investments BOY$4,114,448OtherInvestmentsBOYAmt
Other Investments EOY$4,541,645OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,965,235OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,260,577TotalAssetsBOYAmt
Total Assets EOY$4,606,282TotalAssetsEOYAmt
Total Assets EOYFMV$5,029,872TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,260,577RetainedEarningBOYAmt
Retained Earning EOY$4,606,282RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,260,577TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,606,282TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,260,577TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,606,282TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,260,577TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$345,705ExcessRevenueOverExpensesAmt
Subtotal$4,606,282SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,606,282TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCHP2001-01-012022-07-07$332,417$381,020-$48,603-$48,603
MERRILL LYNCHP2001-01-012022-11-16$162,884$302,215-$139,331-$139,331
FieldValueIRS element (for citing)
Capital Gain Net Income-$187,934CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,625InvestmentIncomeExciseTaxAmt
Subtotal$2,625SubtotalAmt
Tax Based On Investment Income$2,625TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,923EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,923TotalPaymentsAndCreditsAmt
Overpayment$298OverpaymentAmt
Applied To ES Tax$298AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SAMEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5105813347PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125140 OLD FAIRVIEW AVEAddressLine1Txt
CityHAYWARDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94542ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Alice J Fry
5415 Alhambra Valley RdMartinezCA94553President0.00$0
John C Fry
14830 Foothill AveMorgan HillCA95037Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,369,759AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$122,997AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,492,756TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,492,756AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,391CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,425,365NetVlNoncharitableAssetsAmt
Minimum Investment Return$221,268MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$221,268MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,625TaxBasedOnInvestmentIncomeAmt
Total Tax$2,625TotalTaxAmt
Distributable Before Adj$218,643DistributableBeforeAdjAmt
Distributable Before Ded$218,643DistributableBeforeDedAmt
Distributable As Adjusted$218,643DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$260,000ExpensesAndContributionsAmt
Qualifying Distributions$260,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$218,643DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,943ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,862ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,234ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,138ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,652ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$89,829TotalExcessDistributionCyovAmt
Qualifying Distributions$260,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$218,643AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,357RemainingDistriFromCorpusAmt
Total Corpus$131,186TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,943ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$129,243ExcessDistriCyovToNextYrAmt
Excess From Year4$16,862ExcessFromYear4Amt
Excess From Year3$11,234ExcessFromYear3Amt
Excess From Year2$46,138ExcessFromYear2Amt
Excess From Year1$13,652ExcessFromYear1Amt
Excess From Current Year$41,357ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonAMERICAN INSTITUTE OF MATHEMATICSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1600 EAST BROKAW ROADAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95112ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPOFRecipientFoundationStatusTxt
Grant Or Contribution PurposeASSISTANCE FOR RESEARCH & EDUCATION IN THE FIELD OF MATHEMATICSGrantOrContributionPurposeTxt
Amt$260,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$260,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion$205ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion$226,401ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$187,934RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$226,606ExclusionAmt
Related Or Exempt Function Incm-$187,934RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,672TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ACCOUNT MANAGEMENT FEES$33,719$33,719
BANK CHARGES$60$60
DEPT OF JUSTICE FEE$100$100
LEGAL & PROFESSIONAL$1,865$1,865

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$2,010Amt
Net Investment Income$2,010NetInvestmentIncomeAmt

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