GLORIA DEI FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GLORIA DEI FOUNDATION INC (EIN 20-3723933)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349104407
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)
Return2023-11-15T10:10:57-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750699590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SQUYRES & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1821 ESE LOOP 323 STE 100AddressLine1Txt
CityTYLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203723933EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLORIA DEI FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLORBusinessNameControlTxt
Phone9036176331PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 S BROADWAY 200AddressLine1Txt
CityTYLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY CADE MORRISONPersonNm
Person TitlePRES., DIRECTORPersonTitleTxt
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEMILY CADEPersonFirstNm
Person LastMORRISONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDeborah R JordanPreparerPersonNm
PTINP00187426PTIN
Phone9035972021PhoneNum

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$4,826,694FMVAssetsEOYAmt
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$349InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$349InterestOnSavNetInvstIncmAmt
Other Income Rev And Expnss$850,090OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$850,090OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$850,439TotalRevAndExpnssAmt
Total Net Invst Incm$850,439TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$18,878LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$18,878LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$650AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$31,391OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,391OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$72InterestRevAndExpnssAmt
Interest Net Invst Incm$72InterestNetInvstIncmAmt
Taxes Rev And Expnss$9,519TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$24,401TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$24,401TravConfMeetingNetInvstIncmAmt
Printing And Pub Rev And Expnss$469PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$469PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$4,172OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,172OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$89,552TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$80,033TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$745,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$745,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$834,552TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$80,033TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$745,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,887ExcessRevenueOverExpensesAmt
Net Investment Income$770,406NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$61,540CashBOYAmt
Cash EOY$52,408CashEOYAmt
Cash EOYFMV$52,408CashEOYFMVAmt
Sav And Temp Cash Invst BOY$600SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,619SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,619SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$2,126AcctRcvblBOYAmt
Other Investments BOY$3,279,780OtherInvestmentsBOYAmt
Other Investments EOY$3,279,780OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,748,667OtherInvestmentsEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Total Assets BOY$3,344,047TotalAssetsBOYAmt
Total Assets EOY$3,357,807TotalAssetsEOYAmt
Total Assets EOYFMV$4,826,694TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,344,047RetainedEarningBOYAmt
Retained Earning EOY$3,357,807RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,344,047TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,357,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,344,047TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,357,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,344,047TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,887ExcessRevenueOverExpensesAmt
Subtotal$3,359,934SubtotalAmt
Other Decreases$2,127OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,357,807TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,709InvestmentIncomeExciseTaxAmt
Subtotal$10,709SubtotalAmt
Tax Based On Investment Income$10,709TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,040EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$4,350ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$13,390TotalPaymentsAndCreditsAmt
Overpayment$2,681OverpaymentAmt
Applied To ES Tax$2,681AppliedToESTaxAmt

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 StateFLOrgReportOrRegisterStateCd
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 Addressgloriadei.foundationWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAWN FRANKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9036176331PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13300 S BROADWAY STE 200AddressLine1Txt
CityTYLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75701ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
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 (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ELENA MILES
3300 S BROADWAY 200TYLERTX75701Director1.00$0
CECELIA HUBACH
3300 S BROADWAY STE 200TYLERTX75701Treasurer1.00$0
PHOEBE C MILES
3300 S BROADWAY STE 200TYLERTX75701VP, DIRECTOR1.00$0
EMILY CADE MORRISON
3300 S BROADWAY STE 200TYLERTX75701PRES., DIRECTOR1.00$0
ROBERT L MORRISON
3300 S BROADWAY STE 200TYLERTX75701Director1.00$0
RICHARD MILES
3300 S BROADWAY STE 200TYLERTX75701Treasurer1.00$0
Mary Martha Cade
3300 S BROADWAY STE 200TYLERTX75701Director1.00$0
WILLIAM CADE
3300 S BROADWAY 200TYLERTX75701Director1.00$0
MARY MORRISON
3300 S BROADWAY 200TYLERTX75701Director1.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$284,341AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,536,734FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,821,075TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,821,075AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72,316CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,748,759NetVlNoncharitableAssetsAmt
Minimum Investment Return$237,438MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$237,438MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,709TaxBasedOnInvestmentIncomeAmt
Total Tax$10,709TotalTaxAmt
Distributable Before Adj$226,729DistributableBeforeAdjAmt
Distributable Before Ded$226,729DistributableBeforeDedAmt
Distributable As Adjusted$226,729DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$745,000ExpensesAndContributionsAmt
Qualifying Distributions$745,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$226,729DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$441,042ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$464,259ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$420,037ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$570,894ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$453,121ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,349,353TotalExcessDistributionCyovAmt
Qualifying Distributions$745,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$226,729AppliedToCurrentYearAmt
Remaining Distri From Corpus$518,271RemainingDistriFromCorpusAmt
Total Corpus$2,867,624TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$441,042ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,426,582ExcessDistriCyovToNextYrAmt
Excess From Year4$464,259ExcessFromYear4Amt
Excess From Year3$420,037ExcessFromYear3Amt
Excess From Year2$570,894ExcessFromYear2Amt
Excess From Year1$453,121ExcessFromYear1Amt
Excess From Current Year$518,271ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OPEN HANDS LEGAL SERVICE
90 LAFAYETTE STNEW YORKNY10013NONEPCLEGAL AID DESK EXPANSION$40,000
THE LEADERSHIP CONNECTION
3 MT LEBANON STPEPPERELLMA01463NONEPCSalary: The Leadership Connection Faculty and Grad Student Round tables on Faith and Science$10,000
KIDS HOPE USA
201 W WASHINGTON AVEZEELANDMI49464NONEPCENGAGING THE CHURCH TO SERVE STUDENTS IN THEIR COMMUNITY$30,000
THE TRINITY FORUM
1000 VERMONT AVE NW STE 900WASHINGTONDC20005NONEPCReading Group Initiative$25,000
THE VERITAS FORUM
P O BOX 380807CAMBRIDGEMA02238N/APCEquipping Student Leaders to engage universities with dialog on big ideas through coaching and events$50,000
ETHICS AND PUBLIC POLICY CENTER
1730 M St NW Ste 910WashingtonDC20036NONEPCFaith Angle Forum$40,000
HOPE WALKS INC
P O BOX 1098MECHANICSBURGPA17055NONEPCClubfoot care in Rwanda$40,000
BIOLOGOS FOUNDATION
3940 Peninsular DrSEGrand RapidsMI49546NONEPCGracious communication on faith and science$40,000
PRAXIS INC
409 W 45TH ST 3RD FLOORNEW YORKNY10036NONEPCPraxis nonprofit accelerator$40,000
PRISON FELLOWSHIP INTERNATIONAL
44180 RIVERSIDE PARKWAYLANSDOWNEVA20176NONEPCrestoring broken lives$60,000
MIL MILAGROS INC
366 SOMMERVILLE AVESOMMERVILLEMA02143NONEPCImproving the health and education of indigenous children and families in rural Guatemala thru a leadership academy$40,000
ELEVATION SCHOLARS INC
201 E PINE ST STE 200ORLANDOFL32801NONEPCElevation Scholars Award: To fully fund an Elevation Scholar award and partially fund a second award, both to be granted in Spring of 2023$40,000
AMERICA NEEDS YOU
82 NASSAU ST 60358New York CityNY10038NONEPCEnabling college graduation and economic mobility for low-income, first-generation college students$15,000
BREADCOIN FOUNDATION
P O BOX 76405WASHINGTONDC20013NONEPCBreadcoin Tampa$40,000
CHARCOT-MARIE-TOOTH ASSOCIATION
P O BOX 76405GLENOLDENPA15904NONEPCCamp Footprint West$40,000
COALTN STOP VIOLENCE AGNST NATIVE W
4600 MONTGOMERY BLVD NE B202ALBUQUERQUENM87109NONEPCReclaiming Our Stories$20,000
EVERY MOTHERS ADVOCATE
1101 NW 33RD STREETPOMPANO BEACHFL33064NONEPCEMA National Expansion Pilot$40,000
GIDEON'S PROMISE
101 MARIETTA ST NW STE 250ATLANTAGA30303NONEPCFaculty Development Project$25,000
HAGAR'S SISTERS
P O BOX 2260ACTONMA01720NONEPCDesigning & Implementing a Scalable Infrastructure$15,000
INTERNATIONAL JUSTICE MISSION
P O BOX 58147WASHINGTONDC20037NONEPCCombating Violence Against Women and Children in Columbia$40,000
THE NEW HORIZONS FOUNDATION
5550 TECH CENTER DR STE 303COLORADO SPRINGSCO80919NONEPCSPONSOR TALANTON$40,000
OC INTERNATIONAL
5801 N UNION BLVDColorado SpringsCO80918NONEPCEmergency Support for Ukraine$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$745,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$349ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$850,090ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$850,439ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$850,439TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryOtherCategoryTxt
Amt$650Amt
Net Investment Income$650NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGATORADE TRUST-.68 UNITS BENEFICIAL INTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,279,780BookValueAmt
EOYFMV$4,748,667EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal fees - grantor trustCategoryTxt
Legal Fees$18,878LegalFeesAmt
Net Investment Income$18,878NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ADJUST TO CASH BASIS$419$419
insurance$750$750
MISCELLANEOUS$65$65
OFFICE EXPENSE$72$72
OUTSIDE SERVICES$165$165
POSTAGE AND MAILING$548$548
SOFTWARE$2,153$2,153

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$850,090RevenueAndExpensesPerBooksAmt
Net Investment Income$850,090NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Trustee fees - grantor trust$1,391$1,391$0$0
Your Philanthropy$30,000$30,000$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxCategoryTxt
Amt$9,519Amt

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