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ROGERS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROGERS FAMILY CHARITABLE FOUNDATION (EIN 81-4474271)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-21
IRS object ID
202202029349101000
Schema version
2021v4.2
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)
Return2022-07-21T09:36:48-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814474271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rogers Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlROGEBusinessNameControlTxt
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)
PersonTHOMAS S ROGERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-07-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMAS SPersonFirstNm
Person LastROGERSPersonLastNm
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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,325,679FMVAssetsEOYAmt
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$177InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$177InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$68,091DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,091DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,260NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,291GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,260CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$87,528TotalRevAndExpnssAmt
Total Net Invst Incm$87,528TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,150PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$3,150PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$22,092OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,092OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,230TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$21,505OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$21,505OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$93,977TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,092TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$69,655TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$155,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$155,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$249,077TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,092TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$224,755TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$161,549ExcessRevenueOverExpensesAmt
Net Investment Income$65,436NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$250,588SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$106,070SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$106,070SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,238,304CorporateStockBOYAmt
Corporate Stock EOY$3,221,273CorporateStockEOYAmt
Corporate Stock EOYFMV$4,219,609CorporateStockEOYFMVAmt
Total Assets BOY$3,488,892TotalAssetsBOYAmt
Total Assets EOY$3,327,343TotalAssetsEOYAmt
Total Assets EOYFMV$4,325,679TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,488,892RetainedEarningBOYAmt
Retained Earning EOY$3,327,343RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,488,892TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,327,343TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,488,892TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,327,343TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,488,892TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$161,549ExcessRevenueOverExpensesAmt
Subtotal$3,327,343SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,327,343TotNetAstOrFundBalancesEOYAmt

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$36,291GrossSalesPriceAmt
Cost Or Other Basis$17,031CostOrOtherBasisAmt
Gain Or Loss$19,260GainOrLossAmt
Gains Minus Excess Or Losses$19,260GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$19,260CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$910InvestmentIncomeExciseTaxAmt
Subtotal$910SubtotalAmt
Tax Based On Investment Income$910TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,001TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$91OverpaymentAmt
Applied To ES Tax$91AppliedToESTaxAmt

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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jason Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas, VP1.0$0$0$0
Jessica Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, VP1.0$0$0$0
Robert Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Sylvia Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377VP15.0$30,000$0$0
Tom Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres7.5$15,000$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$4,079,109AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$183,462AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,262,571TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,262,571AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,939CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,198,632NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,932MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,932MinimumInvestmentReturnAmt
Tax Based On Investment Income$910TaxBasedOnInvestmentIncomeAmt
Total Tax$910TotalTaxAmt
Distributable Before Adj$209,022DistributableBeforeAdjAmt
Distributable Before Ded$209,022DistributableBeforeDedAmt
Distributable As Adjusted$209,022DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$224,755ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$224,755QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$209,022DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr4$73,322ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,399ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$376,605ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,051ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$508,377TotalExcessDistributionCyovAmt
Qualifying Distributions$224,755QualifyingDistributionsAmt
Applied To Current Year$209,022AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,733RemainingDistriFromCorpusAmt
Total Corpus$524,110TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$524,110ExcessDistriCyovToNextYrAmt
Excess From Year4$73,322ExcessFromYear4Amt
Excess From Year3$4,399ExcessFromYear3Amt
Excess From Year2$376,605ExcessFromYear2Amt
Excess From Year1$54,051ExcessFromYear1Amt
Excess From Current Year$15,733ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSylvia RogersContributingManagerNm
Contributing ManagerTom RogersContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN THEATRE WING INC
230 W 41ST ST STE 1101NEW YORKNY10036N/APCGeneral & Unrestricted$15,000
ASSOCIATION TO BENEFIT CHILDREN
419 EAST 86TH STNEW YORKNY10028N/APCGeneral & Unrestricted$10,000
EMELIN THEATRE FOR THE PERFORMING ARTS INC
136 PALMER AVE STE 101MAMARONECKNY10543N/APCGeneral & Unrestricted$5,000
FRACTURED ATLAS INC
PO BOX 55HARTSDALENY10530N/APCBeyond the Wall$5,000
HEBREW HOME FOR THE AGED
5901 PALISADE AVERIVERDALENY10471N/APCWeinberg Center for Elder Justice$1,000
HEBREW HOME FOR THE AGED
5901 PALISADE AVERIVERDALENY10471N/APCGeneral & Unrestricted$25,000
JEWISH COMMUNITY CENTER OF HARRISON INC
130 UNION AVEHARRISONNY10528N/APCGeneral & Unrestricted$12,200
LINCOLN CENTER FOR THE PERFORMING ARTS INC
PO BOX 22349NEW YORKNY10087N/APCGeneral & Unrestricted$50,000
MUSIC CONSERVATORY OF WESTCHESTER
216 CENTRAL AVEWHITE PLAINSNY10606N/APCGeneral & Unrestricted$2,500
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENEW YORKNY10017N/APCGeneral & Unrestricted$2,500
SANCTUARY FOR FAMILIES INC
PO BOX 1406 WALL STREET STANEW YORKNY10268N/APCGeneral & Unrestricted$5,100
TUFTS MEDICAL CENTER PARENT INC
800 WASHINGTON ST BOX 231BOSTONMA02111N/APCTufts Children's Hospital$1,800
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
PO BOX 4227NEW YORKNY10261N/APCGeneral & Unrestricted$10,000
YOU GOTTA BELIEVE THE OLDER CHILD ADOPTION & PERMA
3114 MERMAID AVEBROOKLYNNY11224N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$155,100TotalGrantOrContriPdDurYrAmt

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$177ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,091ExclusionAmt
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$19,260ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$87,528ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$87,528TotalIncomeProducingActyAmt

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 (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD CORE PLUS BD FD INSTI CL$706,834$727,136
ISHARE SP SMALL CAP 600 INDEX$77,676$128,938
ISHARES BARCLAYS US TREASURY B$646,561$681,114
METROPOLITAN WEST RETURN BOND$406,074$419,227
SCHWAB S P 500 INDEX FUND SELE$945,810$1,724,177
VANGUARD FTSE DEVELOPED MARKET$383,485$471,999
VANGUARD FTSE EMERGING MARKETS$54,833$67,018

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$21,281$21,281
Postage/Delivery Service$199$199
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$22,092Amt
Net Investment Income$22,092NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2020CategoryTxt
Amt$2,230Amt

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