BETA

OVERSTREET FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
OVERSTREET FAMILY FOUNDATION (EIN 20-8762405)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202343189349104494
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)
Return2023-11-14T15:35:55-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208762405EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OVERSTREET FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOVERBusinessNameControlTxt
Phone7034379720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN OVERSTREETPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7034379720PhoneNum
Signature2023-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastOVERSTREETPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW Q KEEFER CPAPreparerPersonNm
PTINP00852427PTIN
Phone4103565900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$527,915FMVAssetsEOYAmt
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$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,902NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,286GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$7,891TotalRevAndExpnssAmt
Total Net Invst Incm$11TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$125,363LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$125,363LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$10,746OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,149OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,764OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,490OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,465OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$145,099TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$128,977TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,789TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$263,099TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$128,977TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$120,789TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$270,990ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$521,814CashBOYAmt
Cash EOY$176,847CashEOYAmt
Cash EOYFMV$176,847CashEOYFMVAmt
Other Nts And Loans Rcvbl$251,514OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$251,514OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$251,514OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$251,514OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$25,577OtherInvestmentsBOYAmt
Other Investments EOY$99,554OtherInvestmentsEOYAmt
Other Investments EOYFMV$99,554OtherInvestmentsEOYFMVAmt
Total Assets BOY$798,905TotalAssetsBOYAmt
Total Assets EOY$527,915TotalAssetsEOYAmt
Total Assets EOYFMV$527,915TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$798,905NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$527,915NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$798,905TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$527,915TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$798,905TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$527,915TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$798,905TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$270,990ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$527,915SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$527,915TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
YOURMECHANIC PASSTHROUGH LOSSP2020-01-012022-12-31$21,188-$21,188-$21,188
SALE OF ADVERA HEALTH ANALYTICS STOCKP2013-06-152022-12-22$13,286$13,286$13,286
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,902CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,580EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,580TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,580OverpaymentAmt
Applied To ES Tax$1,000AppliedToESTaxAmt
Refund$6,580RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTERLING FOUNDATION MANAGEMENT LLCIndividualWithBooksNm
Phone7034379720PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE SUITEAddressLine1Txt
Address Line2450AddressLine2Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior ActsYes (1)UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
BRIAN OVERSTREET
12030 SUNRISE VALLEY DRIVE SUITE450RESTONVA20191PRESIDENT/SECRETARY/DIRECTOR1.00$0$0$0
KEITH OVERSTREET
12030 SUNRISE VALLEY DRIVE SUITE450RESTONVA20191VICE PRESIDENT/DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPLIN & DRYSDALEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 THOMAS CIR NW 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGALServiceTypeTxt
Compensation$125,363CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$278,719AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$351,068FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$629,787TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$629,787AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,447CashDeemedCharitableAmt
Net Vl Noncharitable Assets$620,340NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,017MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,017MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$31,017DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,017DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,017DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,789ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$120,789QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,017DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$3,712ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$26,681ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,393TotalExcessDistributionCyovAmt
Qualifying Distributions$120,789QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,017AppliedToCurrentYearAmt
Remaining Distri From Corpus$89,772RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$120,165TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$120,165ExcessDistriCyovToNextYrAmt
Excess From Year4$3,712ExcessFromYear4Amt
Excess From Year1$26,681ExcessFromYear1Amt
Excess From Current Year$89,772ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUBS OF SONOMA-MARIN
1400 NORTH DUTTON AVENUE SUITE 14SANTA ROSACA95401501(C)(3)SUMMER MATTERS$2,500
NEPTUNE SWIMMING
PO BOX 317SANTA ROSACA95402501(C)(3)GENERAL SUPPORT$500
SONOMA ACADEMY
2500 FARMERS LANESANTA ROSACA95404501(C)(3)GENERAL SUPPORT$35,000
UNIVERSITY OF ROCHESTER
PO BOX 270032 300 EAST RIVER ROADROCHESTERNY14627501(C)(3)GENERAL SUPPORT$5,000
ABORTION CARE NETWORK
1300 I STREET NW SUITE 400EWASHINGTONDC20005501(C)(3)GENERAL SUPPORT$2,500
ANTI-DEFAMATION LEAGUE FOUNDATION
605 THIRD STREETNEW YORKNY10158501(C)(3)GENERAL SUPPORT$10,000
CHILDREN'S MUSEUM OF SONOMA COUNTY
PO BOX 6141SANTA ROSACA95406501(C)(3)GENERAL SUPPORT$2,500
CULINARY INSTITUTE OF AMERICA
19460 CAMPUS DRIVEHYDE PARKNY12538501(C)(3)FINANCIAL RELIEF SCHOLARSHIP$10,000
DALLAS HOLOCAUST MUSEUM
300 NORTH HOUSTON STREETDALLASTX75202501(C)(3)GENERAL SUPPORT$10,000
HILLEL FOUNDATION AT TUFTS UNIVERSITY
PO BOX 3306BOSTONMA02241501(C)(3)GENERAL SUPPORT$2,500
MACCABI USA INC
1511 WALNUT STREET SUITE 401PHILADELPHIAPA19102501(C)(3)GENERAL SUPPORT$5,000
MEHARRY MEDICAL COLLEGE
1005 DR DB TODD JR BLVDNASHVILLETX37208501(C)(3)GENERAL SUPPORT$10,000
MONTEREY COUNTY VINTNERS & GROWERS FOUNDATION
PO BOX 1793MONTEREYCA93942501(C)(3)WINE ARTISANS OF SANTA LUCIA HIGHLANDS$2,500
NATIONAL ABORTION FEDERATION
1090 VERMONT AVENUE NW SUITE 1000WASHINGTONDC20005501(C)(3)GENERAL SUPPORT$2,500
SONOMA COUNTY GRAPE GROWERS FOUNDATION
3245 GUERNEVILLE ROADSANTA ROSACA95401501(C)(3)LEADERSHIP ACADEMY$10,000
TRUSTEES OF TUFTS COLLEGE
150 HARRISON AVENUEBOSTONMA02111501(C)(3)SCHOOL OF ARTS AND SCIENCES$5,000
UNIVERSITY OF COLORADO FOUNDATION
1800 NORTH GRANT STREET SUITE 725DENVERCO80203501(C)(3)COMPREHENSIVE WOMEN'S HEALTH CENTER FUND$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,902ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$7,891ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$7,891TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 4720FormAndLineReferenceDesc
Medium ExplanationIN 2022, THE FOUNDATION DISCOVERED THAT AN ENTITY TO WHICH IT HAD LOANED FUNDS HAD BECOME A DISQUALIFIED PERSON IN A PRIOR YEAR. THE FOUNDATION AND THE IRS ARE IN THE PROCESS OF IDENTIFYING AN APPROPRIATE MEANS OF CORRECTING THE TRANSACTION. WHEN THIS ISSUE IS RESOLVED WITH THE IRS, THE FOUNDATION WILL FILE FORM 4720 AS REQUIRED.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemANGELLIST VENTURECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$99,554BookValueAmt
EOYFMV$99,554EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$125,363LegalFeesAmt
Net Investment Income$125,363NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$212$212$0
BUSINESS REGISTRATION FEES$25$0$25
PTE EXPENSES$1,253$1,253$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$10,746Amt
Net Investment Income$2,149NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,764DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$7,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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