BETA

FEATHER FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FEATHER FOUNDATION INC (EIN 01-0632648)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-12
IRS object ID
202531329349101598
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)
Return2025-05-12T12:25:00-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN830564535PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRENCH SHEPLEY & STRONG LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111350 MCCORMICK RD EP 3 STE 300AddressLine1Txt
CityHUNT VALLEYCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21031ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010632648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FEATHER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFEATBusinessNameControlTxt
Phone4108250374PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 816AddressLine1Txt
CityBROOKLANDVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP210220816ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDITH H GARRETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108250374PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA STRONGPreparerPersonNm
PTINP01011712PTIN
Phone4433918580PhoneNum
Preparation2025-05-12PreparationDt
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$5,167,410FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$62,424DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,424DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,011NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$602,498GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,011CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$144,435TotalRevAndExpnssAmt
Total Net Invst Incm$144,435TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$26,468OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,168OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,300OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$395TaxesRevAndExpnssAmt
Taxes Net Invst Incm$395TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$329OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$329OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,292TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,563TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,729TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$219,501ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$219,501ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$248,793TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,563TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$224,230TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$104,358ExcessRevenueOverExpensesAmt
Net Investment Income$119,872NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$111,168SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$642,386SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$642,386SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$389,777USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,895,071CorporateStockBOYAmt
Corporate Stock EOY$1,801,992CorporateStockEOYAmt
Corporate Stock EOYFMV$4,523,581CorporateStockEOYFMVAmt
Other Investments BOY$1,563OtherInvestmentsBOYAmt
Other Investments EOY$1,435OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,443OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,397,579TotalAssetsBOYAmt
Total Assets EOY$2,445,813TotalAssetsEOYAmt
Total Assets EOYFMV$5,167,410TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,397,579RetainedEarningBOYAmt
Retained Earning EOY$2,445,813RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,397,579TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,445,813TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,397,579TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,445,813TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,397,579TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$104,358ExcessRevenueOverExpensesAmt
Other Increases$152,592OtherIncreasesAmt
Subtotal$2,445,813SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,445,813TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$602,498GrossSalesPriceAmt
Cost Or Other Basis$520,487CostOrOtherBasisAmt
Gain Or Loss$82,011GainOrLossAmt
Gains Minus Excess Or Losses$82,011GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$82,011CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,666InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,666SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,666TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$496EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$496TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,170TaxDueAmt

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 StateMDOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4108250374PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 816AddressLine1Txt
CityBROOKLANDVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP210220816ZIPCd
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 Acts0UncorrectedPriorActsInd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EDITH H GARRETT
PO BOX 816BROOKLANDVILLEMD21022PRESIDENT/TREASURER2.00$0$0$0
JAMES R GARRETT
PO BOX 816BROOKLANDVILLEMD21022VICE PRESIDENT/SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$4,908,378AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$283,582AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,191,960TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,191,960AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,879CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,114,081NetVlNoncharitableAssetsAmt
Minimum Investment Return$255,704MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$255,704MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,666TaxBasedOnInvestmentIncomeAmt
Total Tax$1,666TotalTaxAmt
Distributable Before Adj$254,038DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$254,038DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$254,038DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$224,230ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$224,230QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$254,038DistributableAsAdjustedAmt
Undistributed Income PY$212,665UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$224,230QualifyingDistributionsAmt
Applied To Year1$212,665AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,565AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$242,473UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350ORG
PO BOX 843004BOSTONMA02284PCUNRESTRICTED$500
B&O RAILROAD
901 W PRATT STREETBALTIMOREMD21223PCUNRESTRICTED$500
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRBALTIMOREMD21218PCUNRESTRICTED$2,500
CALVERT SCHOOL
105 TUSCANY ROADBALTIMOREMD21210PCCALVERT FUND$1,500
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVEANNAPOLISMD21403PCUNRESTRICTED$500
CHESAPEAKE BAY OUTWARD BOUND SCHOOL
1900 EAGLE DRBALTIMOREMD21207PCROBERT & KATHERINE GARRETT SCHOLARSHIP FUND$100,000
CHESAPEAKE BAY OUTWARD BOUND SCHOOL
1900 EAGLE DRBALTIMOREMD21207PCCORNERSTONE EVENT$6,796
CHURCH OF THE REDEEMER BOOTS FOR BALITMORE
5603 NORTH CHARLES STREETBALTIMOREMD21210PCUNRESTRICTED$250
CHURCH OF THE REDEEMER
5603 NORTH CHARLES STREETBALTIMOREMD21210PCUNRESTRICTED$10,800
CYLBURN ABORETUM FRIENDS
4915 GREENSPRING AVEBALTIMOREMD21209PCUNRESTRICTED$1,000
EVERGREEN HOUSE FOUNDATION INC
4545 N CHARLES STBALTIMOREMD21210PCUNRESTRICTED$10,000
FUND FOR JOHNS HOPKINS
750 EAST PRATT STREETBALTIMOREMD21202PCJHU INSTITUTE OF GENETIC MEDICINE$50,105
GILMAN SCHOOL
5407 ROLAND AVENUEBALTIMOREMD21210PCTHE GILMAN FUND$2,000
HARVARD UNIVERSITY
13 APPIAN WAYCAMBRIDGEMA02138PCHARVARD GRADUATE SCHOOL OF EDUCATION$500
INTERNATIONAL COLLEGE
215 PARK AVENUE SUITE 1710NEW YORKNY10003PCTEACHING FELLOWS SCHOLARSHIP$1,000
INTERNATIONAL COLLEGE
215 PARK AVENUE SUITE 1710NEW YORKNY10003PCTOGETHER WE STAND ASSISTANCE FUND$2,500
IRVINE NATURE CENTER
11201 GARRISON FOREST ROADOWINGS MILLSMD21117PCUNRESTRICTED$1,000
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218PCFRIENDS OF THE JHU MUSEUMS$1,000
JOHNS HOPKINS UNIVERSITY
615 N WOLFE STREETBALTIMOREMD21205PCJOHNS HOPKINS CENTER FOR INDIGENOUS HEATHBLOOMBERG SCHOOL OF PUBLIC HEALTH$500
MARYLAND CENTER FOR HISTORY AND CULTURE
610 PARK AVEBALTIMOREMD21201PCUNRESTRICTED$500
MISS PORTER'S SCHOOL
60 MAIN STREETFARMINGTONCT06032PCUNRESTRICTED$1,500
NETWORK FOR GOOD
4 SOUTH MAIN STREETIPSWICHMA01938PCQUEBEC-LABRADOR FOUNDATION$500
NORTH COUNTRY SCHOOL
4382 CASCADE ROADLAKE PLACIDNY12946PCUNRESTRICTED$500
PRINCETON CHARTER CLUB
PO BOX 15PRINCETONNJ08542PCPRINCETON PROSPECT FOUNDATION - CHARTER CLUB FOR PROJECT 79$10,300
PRINCETON UNIVERSITY
100 OVERLOOK CENTER SUITE 300PRINCETONNJ08540PCUNRESTRICTED$2,350
ROLAND PARK COUNTRY SCHOOL
5204 ROLAND AVEBALTIMOREMD21210PCEDUCATION FOR SUSTAINABILITY ENDOWMENT$5,000
THE MARFAN FOUNDATION INC
22 MANHASSET AVENUEPORT WASHINGTONNY11050PCUNRESTRICTED$500
THE WALTERS ART MUSEUM
600 NORTH CHARLES STREETBALTIMOREMD21201PCUNRESTRICTED$2,500
WAMU
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016PCUNRESTRICTED$350
WBJC
6776 REISTERSTOWN ROADBALTIMOREMD21215PCUNRESTRICTED$350
WHEATON COLLEGE
E MAIN STREETNORTONMA02766PCUNRESTRICTED$1,500
WVIA
100 WVIA WAYPITTSTONPA18640PCUNRESTRICTED$350
WYPR
2216 N CHARLES STBALTIMOREMD21218PCUNRESTRICTED$350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$219,501TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,424ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,011ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$144,435ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$144,435TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$2,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,100DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF PART III - OTHER INCREASES TO CHANGES IN FUND BALANCEFormAndLineReferenceDesc
Medium ExplanationTHE FOUNDATION CONTIBUTED SHARES OF COMMON STOCK OF BLACKLINE,ANSYS,AND VISA TO VARIOUS CHARITIES THROUGHOUT THE YEAR. THE TOTAL FAIR MARKET VALUE OF THE STOCK GIFTS IS $177,501 AND THE COST BASIS IS $24,909. THE DIFFERENCE BETWEEN FAIR MARKET VALUE AND COST BASIS IS $152,592 AND IS AN ADJUSTMENT TO FUND BALANCE.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMANAGED ACCOUNT DF DENTStockNm
EOY Book Value$1,801,992EOYBookValueAmt
EOYFMV$4,523,581EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFNMA AND GNMACategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,435BookValueAmt
EOYFMV$1,443EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIES AND EXPENSESDesc
Revenue And Expenses Per Books$329RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$329DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFMV IN EXCESS OF COST BASIS - STOCK GRANTS TO CHARITIES (SEE ATTACHED)Desc
Amt$152,592Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$24,168$24,168$0
BOOKKEEPING$2,300$0$2,300

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$395Amt
Net Investment Income$395NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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