THE BINDON FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE BINDON FOUNDATION (EIN 47-5087969)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202343179349104129
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)
Return2023-11-13T19:40:51-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475087969EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bindon FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBINDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonElizabeth HalstedPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-09-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstElizabethPersonFirstNm
Person LastHalstedPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$2,839,244FMVAssetsEOYAmt
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$76InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$76InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,059DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,059DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,382NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$110,971GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$53,725CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$2,028OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$59,489TotalRevAndExpnssAmt
Total Net Invst Incm$82,860TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$13,250OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,250OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,400TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$18,670OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$18,483OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,320TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,483TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$128,740ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$128,740ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$162,060TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$147,223TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$102,571ExcessRevenueOverExpensesAmt
Net Investment Income$69,610NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$64,524SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$42,757SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$42,757SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,570,714CorporateStockBOYAmt
Corporate Stock EOY$1,492,125CorporateStockEOYAmt
Corporate Stock EOYFMV$2,259,719CorporateStockEOYFMVAmt
Other Investments BOY$466,690OtherInvestmentsBOYAmt
Other Investments EOY$464,475OtherInvestmentsEOYAmt
Other Investments EOYFMV$536,768OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,101,928TotalAssetsBOYAmt
Total Assets EOY$1,999,357TotalAssetsEOYAmt
Total Assets EOYFMV$2,839,244TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,101,928RetainedEarningBOYAmt
Retained Earning EOY$1,999,357RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,101,928TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,999,357TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,101,928TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,999,357TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,101,928TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$102,571ExcessRevenueOverExpensesAmt
Subtotal$1,999,357SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,999,357TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$110,971GrossSalesPriceAmt
Cost Or Other Basis$57,246CostOrOtherBasisAmt
Gain Or Loss$53,725GainOrLossAmt
Gains Minus Excess Or Losses$53,725GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$53,725CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$968InvestmentIncomeExciseTaxAmt
Subtotal$968SubtotalAmt
Tax Based On Investment Income$968TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$128EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$900ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,028TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$60OverpaymentAmt
Applied To ES Tax$60AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Elizabeth L Halsted
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Scott Halsted
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,552,403AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,168AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$536,768FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,128,339TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,128,339AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,925CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,081,414NetVlNoncharitableAssetsAmt
Minimum Investment Return$154,071MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$154,071MinimumInvestmentReturnAmt
Tax Based On Investment Income$968TaxBasedOnInvestmentIncomeAmt
Total Tax$968TotalTaxAmt
Distributable Before Adj$153,103DistributableBeforeAdjAmt
Distributable Before Ded$153,103DistributableBeforeDedAmt
Distributable As Adjusted$153,103DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$147,223ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$147,223QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$153,103DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr4$34,606ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$23,055ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$64,073ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$121,734TotalExcessDistributionCyovAmt
Qualifying Distributions$147,223QualifyingDistributionsAmt
Applied To Current Year$147,223AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$5,880ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,880ExcessDistributionCyovAppCYAmt
Total Corpus$115,854TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$115,854ExcessDistriCyovToNextYrAmt
Excess From Year4$28,726ExcessFromYear4Amt
Excess From Year2$23,055ExcessFromYear2Amt
Excess From Year1$64,073ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerElizabeth L HalstedContributingManagerNm
Contributing ManagerScott HalstedContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
10000 DEGREES
1401 LOS GAMOS DR STE 205SAN RAFAELCA94903N/APCGeneral & Unrestricted$500
ANGEL BASKETS
PO BOX 22000 PMB 574TELLURIDECO81435N/APCGeneral & Unrestricted$500
BRIDGE THE GAP COLLEGE PREP
PO BOX 1390SAUSALITOCA94966N/APCGeneral & Unrestricted$1,500
CANAL ALLIANCE
91 LARKSPUR STSAN RAFAELCA94901N/APCGeneral & Unrestricted$500
CENTER FOR REPRODUCTIVE RIGHTS INC
199 WATER ST 22ND FLOORNEW YORKNY10038N/APCGeneral & Unrestricted$500
CONNECTICUT COLLEGE
270 MOHEGAN AVENEW LONDONCT06320N/APCGeneral & Unrestricted$500
DARAJA EDUCATION FUND
PO BOX 4333SAN RAFAELCA94913N/APCGeneral & Unrestricted$2,500
EASTSIDE COLLEGE PREPARATORY SCHOOL INC
1041 MYRTLE STE PALO ALTOCA94303N/APCCamping Program$1,000
ENVIRONMENTAL TRAVELING COMPANIONS
2 MARINA BLVD FORT MASON CENTER C38SAN FRANCISCOCA94123N/APCGeneral & Unrestricted$1,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGeneral & Unrestricted$2,000
EXTRAFOOD ORG
907 SIR FRANCIS DRAKE BLVDKENTFIELDCA94904N/APCGeneral & Unrestricted$500
FRIENDS OF CHALLENGING HEIGHTS
645 VILLAGE MAIN CIRDAVIDSONNC28036N/APCCompletion of HWC$7,500
FRIENDS OF MILL VALLEY PARKS AND RECREATION
1120 NYE ST STE 400SAN RAFAELCA94901N/APCMill Valley Gold Course$1,500
FRIENDS OF THE RIVER FOUNDATION
3336 BRADSHAW RD STE 335SACRAMENTOCA95827N/APCGeneral & Unrestricted$2,500
FROM HOUSES TO HOMES-GUATEMALA INC
PO BOX 85MOUNT TABORNJ07878N/APCGeneral & Unrestricted$750
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE NW STE 500WASHINGTONDC20007N/APCGeneral & Unrestricted$1,500
GLIDE MEMORIAL UNITED METHODIST CHURCH
330 ELLIS STSAN FRANCISCOCA94102N/APCGeneral & Unrestricted$1,000
GRASSROOT SOCCER INC
15 LEBANON STHANOVERNH03255N/APCGeneral & Unrestricted$500
IGNATIAN CORPORATION SAINT IGNATIUS HIGH SCHOOL
2001 37TH AVESAN FRANCISCOCA94116N/APCGeneral & Unrestricted$1,000
KELLY S BRUSH FOUNDATION
3 MAIN ST SUITE 217BURLINGTONVT05401N/APCGeneral & Unrestricted$1,000
LARKIN STREET YOUTH SERVICES
134 GOLDEN GATE AVESAN FRANCISCOCA94102N/APCGeneral & Unrestricted$500
LAVA MAE
1701 MONARCH ST STE 200ALAMEDACA94501N/APCGeneral & Unrestricted$500
MALI KALANSO
617 BROADWAY UNIT 781SONOMACA95476N/APCGeneral & Unrestricted$250
MANY HOPES INC
255 W 93RD ST 1NNEW YORKNY10025N/APCGeneral & Unrestricted$10,000
MANY HOPES INC
255 W 93RD ST 1NNEW YORKNY10025N/APCChallenging Heights$500
MARIN COMMUNITY CLINIC
9 COMMERCIAL BLVD STE 100NOVATOCA94949N/APCGeneral & Unrestricted$10,000
MARIN PROMISE PARTNERSHIP
101 LUCAS VALLEY RD STE 360SAN RAFAELCA94903N/APCGeneral & Unrestricted$1,000
MCE SOCIAL CAPITAL
5758 GEARY BLVD 261SAN FRANCISCOCA94121N/APCGeneral & Unrestricted$9,290
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$500
MILL VALLEY LIVEARTS DBA 142 THROCKMORTON THEATRE
PO BOX 1058MILL VALLEYCA94942N/APCGeneral & Unrestricted$250
MISSION DOLORES ACADEMY
3371 16TH STSAN FRANCISCOCA94114N/APCGeneral & Unrestricted$250
NATURE BRIDGE - SEATTLE
1033 FORT CRONKHITESAUSALITOCA94965N/APCHeadlands Campus$5,000
PLANNED PARENTHOOD GLOBAL INC
123 WILLIAM ST 10TH FLNEW YORKNY10038N/ASO IGeneral & Unrestricted$1,500
PROTECT OUR WINTERS
4676 BROADWAY STBOULDERCO80304N/APCGeneral & Unrestricted$500
RIGHT TO PLAY INC
2929 N POINTE DRSHREVEPORTLA71106N/APCGeneral & Unrestricted$1,000
RITTER CENTER
16 RITTER STSAN RAFAELCA94901N/APCBackpack Drive$1,000
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107N/APCGeneral & Unrestricted$500
SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY EAST STE 400FAIRFIELDCT06825N/APCUkrainian Children$1,500
SEACOLOGY
1623 SOLANO AVEBERKELEYCA94707N/APCDominican Republic Program$10,000
SEACOLOGY
1623 SOLANO AVEBERKELEYCA94707N/APCDR National Mangrove Initiative$10,000
SEACOLOGY
1623 SOLANO AVEBERKELEYCA94707N/APCGeneral & Unrestricted$15,000
SEND IT
10075 W RIVER ST 204TRUCKEECA96161N/APCGeneral & Unrestricted$3,200
SHE-CAN GLOBAL INC
PO BOX 876MILL VALLEYCA94942N/APCGeneral & Unrestricted$2,000
ST VINCENT DE PAUL SOCIETY
820 B STSAN RAFAELCA94901N/APCGeneral & Unrestricted$500
TECHNOSERVE INC
1777 N KENT ST SUITE 1100ALRINGTONVA22209N/APCGeneral & Unrestricted$10,000
TELLURIDE COUNCIL FOR THE ARTS AND HUMANITIES
PO BOX 152TELLURIDECO81435N/APCGeneral & Unrestricted$1,000
TELLURIDE FOUNDATION
PO BOX 4222TELLURIDECO81435N/APCGeneral & Unrestricted$1,000
THACHER SCHOOL INC
5025 THACHER RDOJAICA93023N/APCGeneral & Unrestricted$500
THE BRANSON SCHOOL
PO BOX 887ROSSCA94957N/APCGeneral & Unrestricted$500
THE OUTDOOR ART CLUB
1 W BLITHEDALE AVEMILL VALLEYCA94941N/APCGeneral & Unrestricted$500
THE SIERRA CLUB FOUNDATION
50 F ST EIGHTH FLWASHINGTONDC20001N/APCGeneral & Unrestricted$500
TOGETHER RISING
800 WEST BROAD ST 6409FALLS CHURCHVA22040N/APCGeneral & Unrestricted$500
TROUT UNLIMITED
15011 NORTHWOODS BLVDTRUCKEECA96161N/APCGeneral & Unrestricted$500
WATSI
548 MARKET ST 75903SAN FRANCISCOCA94104N/APCGeneral & Unrestricted$500
WEST POINT INN ASSOCIATION
100 OLD RAILROAD GRADE FIRE RDMILL VALLEYCA94941N/APCGeneral & Unrestricted$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$128,740TotalGrantOrContriPdDurYrAmt

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$76ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,059ExclusionAmt
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$32,382ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 Inc/LossDesc
Business525990BusinessCd
Unrelated Business Taxbl Incm-$2,028UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$2,028UnrelatedBusinessTaxblIncmAmt
Exclusion$61,517ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,489TotalIncomeProducingActyAmt

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 (21 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL C$67,517$159,713
AMAZON COM$29,816$50,400
APPLE INC$34,817$155,916
BANK OF AMERICA CORP$60,653$112,608
BLACKROCK INC$78,191$134,640
CATERPILLAR INC$62,119$107,802
CHEVRON CORP$12,334$26,924
COMCAST CORP$31,487$34,970
COSTCO WHOLESALE CORPORATION$54,645$125,538
HOME DEPOT INC$58,841$94,758
INTUITIVE SURGICAL$56,072$101,098
JP MORGAN CHASE$25,284$57,663
LYONDELLBASELL INDUSTRIES NV$56,399$53,970
MASTERCARD INC$34,050$121,706
META PLATFORMS INC$389,769$158,728
MICROSOFT CORP$71,384$143,892
PEPSICO INC$24,393$36,132
RAYTHEON TECHNOLOGIES CORP$37,062$49,754
THERMO FISHER SCIENTIFIC INC$186,846$348,035
VISA INC$46,914$124,656
WALT DISNEY HOLDINGS CO$73,532$60,816

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALL ACROSS AFRICA SER AA PFD -$100,000$100,591
GJENGE MAKERS LTD RT SIMPLE AG$50,000$50,000
JIBU, INC$101,497$150,002
KASHA GLOBAL PFD SER A$100,000$100,000
KASHA GLOBAL PFD SER A-1$29,397$38,534
KASHA GLOBAL PFD SER A-2$56,238$70,298
WIST INC PFD$27,343$27,343

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$18,458$18,458
K-1 Exp JIBU, L3C$187
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 Inc/Loss JIBU, L3CDesc
Revenue And Expenses Per Books-$2,028RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$13,250Amt
Net Investment Income$13,250NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2021CategoryTxt
Amt$1,400Amt

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