GATHERER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GATHERER FAMILY FOUNDATION (EIN 95-4669010)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349104548
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T16:43:27-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043627916 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sally P MacIntosh CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11816 Inwood Road PMB 70562 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752448011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954669010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gatherer Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % William Gencarella | InCareOfNm |
| Business Name Control | GATH | BusinessNameControlTxt |
| Phone | 2163751422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 755 | AddressLine1Txt |
| City | San Clemente | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92674 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GENCARELLA | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2163751422 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SALLY MACINTOSH | PreparerPersonNm |
| PTIN | P01260506 | PTIN |
| Phone | 2163751422 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,633,434 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,505 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $120,955 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120,955 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $622,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $622,805 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,043,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,043,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,043,261 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,801,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,787,021 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $126,567 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $126,567 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,727 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,727 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $111,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,259 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $452 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $81 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $81 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,827 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,093 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,093 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $263,006 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $262,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,157,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,157,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,420,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $262,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,157,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $381,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,524,467 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,665 | CashBOYAmt |
| Cash EOY | $701,479 | CashEOYAmt |
| Cash EOYFMV | $701,479 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,208,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,351,477 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,351,477 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,170,863 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,580,478 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,580,478 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $24,445,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,633,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,633,434 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $24,445,762 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,633,434 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,445,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,633,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,445,762 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,633,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,445,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $381,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $806,452 | OtherIncreasesAmt |
| Subtotal | $25,633,434 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,633,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Raymond James Long Term Pub Traded | P | 2021-01-01 | 2024-12-31 | $557,768 | $557,768 | $557,768 |
| Raymond James Short Term Pub Traded | P | 2021-01-01 | 2024-12-31 | $485,493 | $485,493 | $485,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,043,261 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,562 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,562 | TotalPaymentsAndCreditsAmt |
| Tax Due | $14,628 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Gatherer Family Foundation | IndividualWithBooksNm |
| Phone | 9492156740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 755 | AddressLine1Txt |
| City | San Clemente | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92674 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| William Gencarella | ||||||||
| PO Box 755 | San Clemente | CA | 92674 | Treasurer | 0.00 | $0 | $0 | $0 |
| Christine Gencarella | ||||||||
| PO Box 755 | San Clemente | CA | 92674 | President | 0.00 | $0 | $0 | $0 |
| Stephen Gatherer | ||||||||
| PO Box 755 | San Clemente | CA | 92674 | Director | 0.00 | $0 | $0 | $0 |
| David Arnold | ||||||||
| 27758 Santa Margarita Pkwy 272 | Mission Viejo | CA | 92691 | Director | 0.00 | $0 | $0 | $0 |
| Jonathan Gencarella | ||||||||
| PO Box 755 | San Clemente | CA | 92674 | Director | 0.00 | $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 |
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 | $25,580,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $306,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,887,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,887,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $388,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,498,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,274,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,274,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,190 | TotalTaxAmt |
| Distributable Before Adj | $1,253,760 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,253,760 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,253,760 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,157,752 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,157,752 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,253,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,152,167 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,157,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,152,167 | AppliedToYear1Amt |
| Applied To Current Year | $5,585 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,248,175 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Azusa Pacific University | |||||
| 901 E Alosta Ave | Azusa | CA | 917027000 | Scholarship | $80,000 |
| Come and See Foundation | |||||
| 6385 Corporate Drive Suite 200 | Colorado Springs | CO | 80919 | General Funding | $550,000 |
| Convoy of Hope | |||||
| PO Box 1125 | Springfield | MO | 65801 | General Funding | $13,750 |
| Defenders of Freedom | |||||
| 320 S State Highway 121 Suite 208 | Coppell | TX | 75019 | General Funding | $15,000 |
| Discovery Institute | |||||
| 208 Columbia Street | Seattle | WA | 98104 | General Funding | $10,000 |
| Freedom Church of Philadelphia | |||||
| PO Box 8211 | Philadelphia | PA | 19101 | General Funding | $10,000 |
| Glenwood Housing Foundation | |||||
| 2130 South Coast Hwy | Laguna Beach | CA | 92651 | General Funding | $13,750 |
| Jessie Rees Foundation | |||||
| 9 Studebaker | Irvine | CA | 92618 | General Funding | $5,000 |
| Mariners Church | |||||
| 5001 Newport Coast Dr | Irvine | CA | 92603 | General Funding | $232,300 |
| Milestone Church | |||||
| 201 Mount Gilead Road | Keller | TX | 76248 | General Funding | $20,000 |
| Negu Jessie Rees Foundation | |||||
| 9 Studebaker | Irvine | CA | 92619 | General Funding | $5,000 |
| Olive Crest | |||||
| 2130 E 4th St 200 | Santa Ana | CA | 92705 | General Funding | $5,000 |
| Reasons to Believe | |||||
| 818 South Oak Park Rd | Covina | CA | 91724 | General Funding | $10,000 |
| Saddleback Church | |||||
| 1 Saddleback Parkway | Lake Forest | CA | 92630 | General Funding | $13,750 |
| Samaritans Purse | |||||
| PO Box 3000 | Boone | NC | 28607 | General Funding | $10,000 |
| Serving People in Need | |||||
| 151 Kalmas Dr Ste 3 | Costa Mesa | CA | 92626 | General Funding | $13,750 |
| Shea Therapeutic Riding Center | |||||
| 26284 Oso Road | San Juan Capistrano | CA | 92675 | General Funding | $5,000 |
| Star Rock Ministries | |||||
| 30511 Via Ventana | San Juan Capistrano | CA | 92675 | General Funding | $100,000 |
| Tri-Cities Steelband Associates | |||||
| PO Box 4685 | West Richland | WA | 99353 | General Funding | $10,000 |
| Trinity Habitate for Humanity | |||||
| 9333 N Normandale St | Fort Worth | TX | 76116 | General Funding | $15,000 |
| Tunnels to Towers | |||||
| 2361 Hylan Blvd Staten Island | Staten Island | NY | 10306 | General Funding | $5,000 |
| University of Northwestern St Paul | |||||
| 3003 Snelling Ave North | Saint Paul | MN | 55113 | General Funding | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,157,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,995 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $622,805 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,043,261 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,787,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,787,061 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | To support charitable endeavors |
| 4 | To support charitable endeavors |
| 8 | To support charitable endeavors |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gatherer Bypass Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 755 | AddressLine1Txt |
| City | San Clemente | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92674 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,505 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and QBO Fees | CategoryTxt |
| Amt | $4,727 | Amt |
| Net Investment Income | $4,727 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Raymond James | BondNm |
| EOY Book Value | $10,580,478 | EOYBookValueAmt |
| EOYFMV | $10,580,478 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Raymond James | StockNm |
| EOY Book Value | $14,351,477 | EOYBookValueAmt |
| EOYFMV | $14,351,477 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fee Reimbursement | CategoryTxt |
| Legal Fees | $126,567 | LegalFeesAmt |
| Net Investment Income | $126,567 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADR Fees | $196 | $196 | $0 | $0 |
| CFC Fees | $0 | $0 | $0 | $0 |
| Administrative Fees | $0 | $0 | $0 | $0 |
| Insurance D&O | $4,440 | $4,440 | $0 | $0 |
| Office Supplies | $85 | $85 | $0 | $0 |
| Office Expenses | $2,822 | $2,822 | $0 | $0 |
| Memberships and Subscriptions | $5,550 | $5,550 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Unrealized Gains on Investments | Desc |
| Amt | $806,452 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Management Fees | $111,259 | $111,259 | $0 | $0 |
| CT Corporation Registration Fe | $452 | $0 | $0 | $452 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Taxes Withheld | $6,664 | $6,664 | $0 | $0 |
| Income Taxes | $163 | $163 | $0 | $0 |
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