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MICOL SCHEJOLA FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MICOL SCHEJOLA FOUNDATION (EIN 13-7257959)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-06
IRS object ID
202202799349100715
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)
Return2022-10-06T15:17:24-05:00ReturnTs
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)
EIN137257959EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Carlo & Micl Schejola FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlSCHEBusinessNameControlTxt
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)
Personlinda schejolaPersonNm
Person TitletrusteePersonTitleTxt
Phone8008391754PhoneNum
Signature2022-08-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstlindaPersonFirstNm
Person LastschejolaPersonLastNm
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$8,335,820FMVAssetsEOYAmt
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$732InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$732InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$86,836DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,836DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$231,849NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,331,298GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$231,849CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$319,417TotalRevAndExpnssAmt
Total Net Invst Incm$319,417TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$20,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$20,000OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,530PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$1,530PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$14,231OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,031OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$200OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$22,661TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$1,854TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,854TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,115OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$321OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15,794OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,391TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,352TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$39,378TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$661,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$661,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$737,741TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,352TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$700,728TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$418,324ExcessRevenueOverExpensesAmt
Net Investment Income$305,065NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$848,215SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$308,126SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$308,126SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,899,682USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,499,885USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,499,940USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,213,894CorporateStockBOYAmt
Corporate Stock EOY$3,650,094CorporateStockEOYAmt
Corporate Stock EOYFMV$6,436,369CorporateStockEOYFMVAmt
Other Investments EOY$85,362OtherInvestmentsEOYAmt
Other Investments EOYFMV$91,385OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,961,791TotalAssetsBOYAmt
Total Assets EOY$5,543,467TotalAssetsEOYAmt
Total Assets EOYFMV$8,335,820TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,961,791RetainedEarningBOYAmt
Retained Earning EOY$5,543,467RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,961,791TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,543,467TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,961,791TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,543,467TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,961,791TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$418,324ExcessRevenueOverExpensesAmt
Subtotal$5,543,467SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,543,467TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities$10,331,298$10,100,617$230,681$230,681
Passthrough K1 Capital Gain/(Loss)$1,168
FieldValueIRS element (for citing)
Capital Gain Net Income$231,849CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,240InvestmentIncomeExciseTaxAmt
Subtotal$4,240SubtotalAmt
Tax Based On Investment Income$4,240TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,900ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$260OverpaymentAmt
Applied To ES Tax$260AppliedToESTaxAmt

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 StateNYOrgReportOrRegisterStateCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jeff Akin
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Linda Schejola
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Lisa Schejola
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$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$7,700,234AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$423,013AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$56,584FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,179,831TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,179,831AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$122,697CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,057,134NetVlNoncharitableAssetsAmt
Minimum Investment Return$402,857MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$402,857MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,240TaxBasedOnInvestmentIncomeAmt
Total Tax$4,240TotalTaxAmt
Distributable Before Adj$398,617DistributableBeforeAdjAmt
Distributable Before Ded$398,617DistributableBeforeDedAmt
Distributable As Adjusted$398,617DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$700,728ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$700,728QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$398,617DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$215,306ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$391,536ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$306,441ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$338,323ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$219,880ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,471,486TotalExcessDistributionCyovAmt
Qualifying Distributions$700,728QualifyingDistributionsAmt
Applied To Current Year$398,617AppliedToCurrentYearAmt
Remaining Distri From Corpus$302,111RemainingDistriFromCorpusAmt
Total Corpus$1,773,597TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$215,306ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,558,291ExcessDistriCyovToNextYrAmt
Excess From Year4$391,536ExcessFromYear4Amt
Excess From Year3$306,441ExcessFromYear3Amt
Excess From Year2$338,323ExcessFromYear2Amt
Excess From Year1$219,880ExcessFromYear1Amt
Excess From Current Year$302,111ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
21ST CENTURY LEADERS INC
115 NEW ST STE BDECATURGA30030N/APCGeneral & Unrestricted$40,000
AMERICAN SCHOOL OF MADRID FOUNDATION
PO BOX 5910PRINCETONNJ08543N/APCGeneral & Unrestricted$50,000
BOYS & GIRLS CLUB OF RUTHERFORD CO INC
PO BOX 3343MURFREESBOROTN37133N/APCPedalup Bicycle Program$25,000
BOYS & GIRLS CLUBS OF NORTHWEST GEORGIA INC
PO BOX 2939ROMEGA30164N/APCGeneral & Unrestricted$25,000
BOYS & GIRLS CLUBS OF SOUTHWEST VIRGINIA INC
1714 9TH ST SEROANOKEVA24013N/APCPedalup Bicycle Program$25,000
CASA VALENTINA INC
2103 CORAL WAY 2ND FLMIAMIFL33145N/APCGeneral & Unrestricted$50,000
HEALTH INFORMATION PROJECT INC
4601 PONCE DE LEON BLVD STE 300CORAL GABLESFL33146N/APCGeneral & Unrestricted$75,000
HUMAN RIGHTS WATCH INC
1201 BRICKELL AVE STE 310MIAMIFL33131N/APCGeneral & Unrestricted$100,000
IANS FRIENDS FOUNDATION INC
855 MARSEILLES DRATLANTAGA30327N/APCGeneral & Unrestricted$50,000
NEW WORLD SYMPHONY INC
500 17TH STMIAMI BEACHFL33139N/APCGeneral & Unrestricted$10,000
PARTNERS IN HEALTH A NONPROFIT CORPORATION
PO BOX 996FREDERICKMD21705N/APCWGI's Poverty Alleviation Fund$25,000
PARTNERS IN HEALTH A NONPROFIT CORPORATION
PO BOX 996FREDERICKMD21705N/APCfor the Women and Girls initiative (j9+)$50,000
SHAKE-A-LEG MIAMI INC
2620 S BAYSHORE DRMIAMIFL33133N/APCGeneral & Unrestricted$5,000
THE FOUNTAINHEAD RESIDENCY INC
5600 N BAYSHORE DRMIAMIFL33137N/APCMarch for Women in the Arts Residency$45,000
V-DAY
4104 24TH ST 4515SAN FRANCISCOCA94114N/APCCity of Joy Fund$850
WILDLIFEDIRECT INC
921 PENNSYLVANIA AVE SE STE 308WASHINGTONDC20003N/APCNEWF DIVE LABS PROGRAM$5,500
WOLFSONIAN INC
1001 WASHINGTON AVEMIAMI BEACHFL33199N/APCGeneral & Unrestricted$5,000
WOMENS FUND OF MIAMI-DADE INC
3109 GRAND AVE 176MIAMIFL33133N/APCGeneral & Unrestricted$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$661,350TotalGrantOrContriPdDurYrAmt

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$732ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86,836ExclusionAmt
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$231,849ExclusionAmt
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$319,417ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$319,417TotalIncomeProducingActyAmt

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

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN BARTOLO REGIONAL HOSPITAL VICENZABusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1VIALE F RODOLFI N 37AddressLine1Txt
CityVICENZACityNm
CountryITCountryCd
Foreign Postal36100ForeignPostalCd
FieldValueIRS element (for citing)
Grant2011-06-28GrantDt
Grant$60,000GrantAmt
Purpose Of GrantTO HELP FUND PROJECT FOR HEALTH CORPORATIONPurposeOfGrantTxt
Expended By Grantee$60,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By GranteeSEE GENERAL EXPLANATION FOR REPORT DATESDatesOfReportsByGranteeTxt
Results Of VerificationNO VERIFICATION WAS NECESSARYResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierFORM 990PF, PART VI-B, LINE 5D-EXPENDITURE RESPONSIBILITY STATEMENT CONT.IdentifierTxt
Form And Line ReferenceFORM 990PF, PART VI-B, LINE 5D-EXPENDITURE RESPONSIBILITY STATEMENT CONT.FormAndLineReferenceDesc
Medium ExplanationGRANTEE'S NAME: SAN BARTOLO REGIONAL HOSPITAL VICENZA GRANT DATE: 06/28/2011 DATES OF ANNUAL REPORTS: 7/23/12, 8/11/13, 9/11/14, 3/25/15, 5/6/16, 5/17/17, 6/4/18, 6/25/19, 10/15/20, 5/12/21 ALL REPORTING OBLIGATIONS FOR THIS GRANT HAVE BEEN MET; THEREFORE, THE FOUNDATION WILL NOT INCLUDE AN EXPENDITURE RESPONSIBILITY REPORT FOR THIS GRANT ON ITS FUTURE FORMS 990-PF.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY INC DEL CL$603,864$1,351,986
BROWN ADVISORY SUSTAINABILITY$1,024,220$1,356,346
CONSUMER STAPLES SELECT SECTOR$518,724$1,249,182
GOLDMAN SACHS GQG PARTNERS INT$613,268$607,063
SPDR GOLD SHARES$65,850$170,960
SPDR S&P 500 ETF TRUST$824,168$1,700,832

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,499,885USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,499,940USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemACREW DIVERSIFY CAPITAL EXECUCategoryOrItemTxt
Book Value$85,362BookValueAmt
EOYFMV$91,385EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$15,000$15,000
K-1 Exp ACREW DIVSERSIFY CAPIT$321$321
Payroll Processing Fees$544$544
State or Local Filing Fees$250$250

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$14,031$14,031
Website Development$200$200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2021$600
990-PF Extension for 2020$22,061

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