LINDSAY D DRYDEN JR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LINDSAY D DRYDEN JR CHARITABLE FOUNDATION INC (EIN 81-1588245)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349101028
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T07:55:06-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | 811588245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRYDEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRYD | BusinessNameControlTxt |
| Phone | 4438417772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11980 LONGWOOD GREEN DRIVE | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSAY D DRYDEN IV | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4438417772 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDSAY | PersonFirstNm |
| Person Last | DRYDEN IV | 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 | PATRICK E MANGAN | PreparerPersonNm |
| PTIN | P00643116 | PTIN |
| Phone | 5618329292 | PhoneNum |
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 | $750,338 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,022 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,325 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,022 | 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 | $2,655 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,328 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,328 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,028 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,498 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $15,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,637 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,636 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $647,419 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $582,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $734,702 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $663,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $598,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $750,338 | 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 | $663,064 | RetainedEarningBOYAmt |
| Retained Earning EOY | $598,566 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $663,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $598,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $663,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $598,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $663,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,498 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $598,566 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $598,566 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 789 SH VANGUARD SHORT TERM COR BD ETF | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-12-31 | AcquiredDt |
| Gross Sales Price | $59,325 | GrossSalesPriceAmt |
| Cost Or Other Basis | $64,490 | CostOrOtherBasisAmt |
| Gain Or Loss | -$5,165 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$5,165 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,165 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $246 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $246 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | 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 | $360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $114 | OverpaymentAmt |
| Applied To ES Tax | $114 | 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 | MD | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4438417772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11980 LONGWOOD GREEN DRIVE | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LINDSAY D DRYDEN IV | ||||||||
| 11980 LONGWOOD GREEN DRIVE | WELLINGTON | FL | 33414 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW P GOETTE | ||||||||
| 305 WEST PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | VICE-PRESIDENT | 1.00 | $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 | $852,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,934 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $866,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $866,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $853,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $246 | TotalTaxAmt |
| Distributable Before Adj | $42,442 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,442 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,442 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,028 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,028 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,442 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,775 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,186 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,489 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,471 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,223 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,144 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,028 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $91,730 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $11,775 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $79,955 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,186 | ExcessFromYear4Amt |
| Excess From Year3 | $7,489 | ExcessFromYear3Amt |
| Excess From Year2 | $6,471 | ExcessFromYear2Amt |
| Excess From Year1 | $25,223 | ExcessFromYear1Amt |
| Excess From Current Year | $34,586 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMCMS PTO | |||||||
| 105 HOLIK DR | COLLEGE STATION | TX | 77840 | NONE | PC | UNRESTRICTED | $750 |
| CALVERT SCHOOL | |||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | NONE | PC | UNRESTRICTED | $45,000 |
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST STREET | CHEYENNE | WY | 82001 | NONE | PC | UNRESTRICTED | $1,000 |
| COLLEGE STATION ISD EDUCATION FOUNDATION | |||||||
| 1812 WELSH AVE | COLLEGE STATION | TX | 77840 | NONE | PC | UNRESTRICTED | $1,000 |
| GARRISON FOREST SCHOOL | |||||||
| 300 GARRISON FOREST ROAD | OWINGS MILLS | MD | 21117 | NONE | PC | UNRESTRICTED | $500 |
| PEBBLE CREEK ELEMENTARY | |||||||
| 200 PARKVIEW DRIVE | COLLEGE STATION | TX | 77845 | NONE | PC | UNRESTRICTED | $5,000 |
| THE MANOR CONSERVANCY | |||||||
| PO BOX 408 | MONKTON | MD | 21111 | NONE | PC | UNRESTRICTED | $250 |
| ROLAND PARK COUNTRY SCHOOL | |||||||
| 5204 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PC | UNRESTRICTED | $500 |
| UNITED WAY OF CENTRAL OREGAN | |||||||
| 150 NE HAWTHORNE AVE SUITE 100 | BEND | OR | 97701 | NONE | PC | UNRESTRICTED | $3,000 |
| THE BETHLEHAM INN | |||||||
| PO BOX 8540 | BEND | OR | 97708 | NONE | PC | UNRESTRICTED | $1,000 |
| FAMILY ACCESS NETWORK | |||||||
| 2125 NE DAGGETT LN | BEND | OR | 97701 | NONE | PC | UNRESTRICTED | $200 |
| THE GIVING PLATE | |||||||
| 1245 SE 3RD STREET SUITE C7 | BEND | OR | 97702 | NONE | PC | UNRESTRICTED | $1,000 |
| ST VINCENT DE PAUL | |||||||
| 66 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 63043 | NONE | PC | UNRESTRICTED | $1,000 |
| SHEPHERDS HOUSE MINISTRIES | |||||||
| PO BOX 5484 | BEND | OR | 97708 | NONE | PC | UNRESTRICTED | $1,000 |
| BEND REDMOND HABITAT FOR HUMANITY | |||||||
| 224 NE THURSTON AVENUE | BEND | OR | 97701 | NONE | PC | UNRESTRICTED | $1,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PC | UNRESTRICTED | $2,500 |
| GILCHRIST | |||||||
| 11311 MCCORMICK ROAD SUITE 350 | HUNT VALLEY | MD | 21031 | NONE | PC | UNRESTRICTED | $10,000 |
| THE ODYSSEY SCHOOL | |||||||
| 3257 BRIDLE RIDGE LANE | LUTHERVILLE | MD | 21093 | NONE | PC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,022 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$5,165 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,857 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,655 | Amt |
| Net Investment Income | $1,328 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,328 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB US MC ETF | FMV | $73,830 | $104,976 |
| SCHWAB US LARGE CAP ETF | FMV | $163,905 | $269,094 |
| SCHWAB US SMALL CAP ETF | FMV | $80,639 | $106,136 |
| VANGUARD FTSE ALL WORLD EX US ETF | FMV | $80,361 | $83,082 |
| VANGUARD HIGH YIELD CORP FUND INVESTOR SHARE | FMV | $39,973 | $34,391 |
| CHARLES SCHWAB US REIT ETF | FMV | $19,472 | $18,518 |
| ISHARES CORE MSCI EMERGING ETF | FMV | $28,447 | $28,487 |
| VANGUARD SHORT TERM COR BD ETF | FMV | $75,934 | $69,852 |
| VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF | FMV | $19,327 | $19,534 |
| CUSTOM TRUCK ONE SOURCE | FMV | $1,041 | $632 |
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