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ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROBERT & BETHANY MILLARD CHARITABLE FOUNDATION (EIN 13-3566723)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202521359349103122
Schema version
2024v5.1
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)
Return2025-05-15T11:32:16-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 PARK AVENUE 38TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10166ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133566723EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & BETHANY MILLARD CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION C/O Graypoint LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% BDO USA PCInCareOfNm
Business Name ControlROBEBusinessNameControlTxt
Phone5186416860PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1attn joe mitchell 4 tower placeAddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT MILLARDPersonNm
Person TitleOFFICERPersonTitleTxt
Phone5186416860PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary DuboffPreparerPersonNm
PTINP00481803PTIN
Phone2128858000PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$30,150,649FMVAssetsEOYAmt
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$90InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$90InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$456,859DividendsRevAndExpnssAmt
Dividends Net Invst Incm$456,859DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,279NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,273GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,279CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$487,228TotalRevAndExpnssAmt
Total Net Invst Incm$487,228TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$14,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,480OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$15,480OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$775OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$775OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,255TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,255TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,341,010ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,341,010ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,371,265TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,364,265TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$884,037ExcessRevenueOverExpensesAmt
Net Investment Income$480,228NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$214,748SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,420SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,420SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$7,970RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$3,060RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$3,060RcvblFromOfficersEOYFMVAmt
US Government Obligations BOY$4USGovernmentObligationsBOYAmt
Corporate Stock BOY$7,844,834CorporateStockBOYAmt
Corporate Stock EOY$7,528,675CorporateStockEOYAmt
Corporate Stock EOYFMV$30,075,169CorporateStockEOYFMVAmt
Total Assets BOY$8,067,556TotalAssetsBOYAmt
Total Assets EOY$7,604,155TotalAssetsEOYAmt
Total Assets EOYFMV$30,150,649TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$8,067,556RetainedEarningBOYAmt
Retained Earning EOY$7,604,155RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,067,556TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,604,155TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,067,556TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,604,155TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,067,556TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$884,037ExcessRevenueOverExpensesAmt
Other Increases$443,386OtherIncreasesAmt
Subtotal$7,626,905SubtotalAmt
Other Decreases$22,750OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,604,155TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyANALOG DEVICES INCPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2011-08-10AcquiredDt
Sold2024-09-05SoldDt
Gross Sales Price$35,273GrossSalesPriceAmt
Cost Or Other Basis$4,994CostOrOtherBasisAmt
Gain Or Loss$30,279GainOrLossAmt
Gains Minus Excess Or Losses$30,279GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$30,279CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,675InvestmentIncomeExciseTaxAmt
Subtotal$6,675SubtotalAmt
Tax Based On Investment Income$6,675TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$6,500TotalPaymentsAndCreditsAmt
Tax Due$175TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 Line1BDO USA PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128858000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 PARK AVENUE 38TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10166ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT B MILLARD
4 TOWER PLACEC/O GRAYPOINTALBANYNY12203OFFICER10.0$0$0$0
BETHANY MILLARD
4 TOWER PLACEC/O GRAYPOINTALBANYNY12203OFFICER25.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$30,403,679AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$140,168AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,543,847TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,543,847AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$458,158CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,085,689NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,504,284MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,504,284MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,675TaxBasedOnInvestmentIncomeAmt
Total Tax$6,675TotalTaxAmt
Distributable Before Adj$1,497,609DistributableBeforeAdjAmt
Distributable Before Ded$1,497,609DistributableBeforeDedAmt
Distributable As Adjusted$1,497,609DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,364,265ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,364,265QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,497,609DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,544,396ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$102,826ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$2,647,222TotalExcessDistributionCyovAmt
Qualifying Distributions$1,364,265QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,364,265AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$133,344ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$133,344ExcessDistributionCyovAppCYAmt
Total Corpus$2,513,878TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,411,052ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$102,826ExcessDistriCyovToNextYrAmt
Excess From Year4$102,826ExcessFromYear4Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT B MILLARDContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Friends of WLRN
PO Box 01-9731MiamiFL33101NONECHARITABLE CONTRIBUTION$360
Grand Central Atelier
46-06 11th StreetLong IslandNY11101NONECHARTIRABLE CONTRIBUTION$25,000
Kaufman Center
129 West 67th StreetNew YorkNY10023NONECHARITABLE CONTRIBUTION$100,000
NY Botanical Garden
2900 Southern BoulevardNew YorkNY10458NONECHARITABLE CONTRIBUTION$1,300
ISLAND COMMUNITY MEDICAL CENTER
15 Medical Center LoopVinalhavenME04863NONECHARITABLE CONTRIBUTION$15,000
American Association of Advancement
1200 New Yor Ave NWWashingtonDC20005NONECHARITABLE CONTRIBUTION$100,000
Compassion & Choices
1001 Connecticut Ave NWWashingtonDC20036NONECHARITABLE CONTRIBUTION$1,000
Miami Waterkeeper
PO Box 141596Coral GablesFL33114NONECHARITABLE CONTRIBUTION$25,000
Kaufman Center
129 West 67th StNEW YORKNY10023CHARITABLE CONTRIBUTION$231,575
Central Park Conservatory
717 Fifth AvenueNew YorkNY10022NoneCHARITABLE CONTRIBUTION$10,000
New Vision for Public Schools
3995 Douglas RoadMiamiFL33133NONECHARITABLE CONTRIBUTION$10,000
MSK Cancer Center
33 W 60th St Fifth FloorNew YorkNY10023NONECHARITABLE CONTRIBUTION$2,640
Council on Foreign Relations
58 East 68th StreetNew YorkNY10065NONECHARITABLE CONTRIBUTION$25,750
Primary Care Transformation Fund
125 Nashua Street Suite 540BostonMA02114NONECHARITABLE CONTRIBUTION$100,000
National Tropical Botanical Garden
3530 Papalina RoadKalaheoHI96741NONECHARITABLE CONTRIBUTION$100,000
Wily Network
3995 Douglas RoadMiamiFL33133NONECHARITABLE CONTRIBUTION$50,000
Feltsman Piano Foundation
9 East 88th StreetNew YorkNY10128NONECHARITABLE CONTRIBUTION$25,000
Dana-Farber Cancer Institute and the Jimmy Fund
10 Brookline Place West 6th FloorBrooklineMA02445NONECHARITABLE CONTRIBUTION$1,000
Ideas in Action
3018 Steele BuildingChapel HillNC27599NONECHARITABLE CONTRIBUTION$10,000
Wing Haven
26 Ridgewood AvenueCharlotteNC28209NONECHARITABLE CONTRIBUTION$500
Council on Foreign Relations
58 East 68th StreetNew YorkNY10065NONECHARITABLE CONTRIBUTION$253,370
NY Botanical Garden
2900 Southern BlvdNew YorkNY10458NONECHARITABLE CONTRIBUTION$253,515
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,341,010TotalGrantOrContriPdDurYrAmt

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$90ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$456,859ExclusionAmt
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$30,279ExclusionAmt
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$487,228ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$487,228TotalIncomeProducingActyAmt

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 (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
11 SHS WEATHERFORD INTL$24,707$788
20,865 SHS ANALOG DEVICES INC$2,668,014$4,432,978
40,000 SHS AMAZON.COM INC$581,163$8,775,600
359 SHS TIDEWATER INC.$4,011,070$19,641
80,113 SHS L3 HARRIS TECHNOLOG$243,721$16,846,162

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DIFFERENCE IN COST BASIS- BOOK/TAX DIFF.$15,594
FEDERAL EXCISE TAX$7,156

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGE FEE$25$25
FILING FEE$750$750

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDONTATION IN KIND - BOOK/TAX DIFF.Desc
Amt$443,386Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCHARITABLE CONSULTINGCategoryTxt
Amt$15,480Amt
Disbursements Charitable Prps$15,480DisbursementsCharitablePrpsAmt

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp

FieldValueIRS element (for citing)
Borrower PersonRECEIVABLE FROM FOUNDATION MANAGERBorrowerPersonNm
Balance Due$3,060BalanceDueAmt

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