FUSCO FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FUSCO FAMILY FOUNDATION INC (EIN 52-2363816)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-11
IRS object ID
202221929349100512
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)
Return2022-07-11T11:11:34-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 BAGBY STREET SUITE 4500AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770022591ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522363816EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FUSCO FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KRISTIN FUSCOInCareOfNm
Business Name ControlFUSCBusinessNameControlTxt
Phone8322481294PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12727 KIRBY DRIVE 28LAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTIN FUSCO PRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8322481294PhoneNum
Signature2022-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKRISTIN FUSCOPersonFirstNm
Person LastPRESIDENTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDoug RobbPreparerPersonNm
PTINP00780826PTIN
Phone7139822000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$8,467,409FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,172,130ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$79,312DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,312DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$655,409NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,921,346GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$655,409CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,906,851TotalRevAndExpnssAmt
Total Net Invst Incm$734,721TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,785AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,893AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,893AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$172TaxesRevAndExpnssAmt
Taxes Net Invst Incm$172TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$35,368OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35,368OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$39,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,433TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,893TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$228,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$228,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$267,825TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,433TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$230,393TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,639,026ExcessRevenueOverExpensesAmt
Net Investment Income$697,288NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,104,287CashBOYAmt
Cash EOY$145,572CashEOYAmt
Cash EOYFMV$145,572CashEOYFMVAmt
Corporate Stock BOY$2,895,683CorporateStockBOYAmt
Corporate Stock EOY$5,213,516CorporateStockEOYAmt
Corporate Stock EOYFMV$7,852,651CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,193,146CorporateBondsBOYAmt
Corporate Bonds EOY$261,392CorporateBondsEOYAmt
Corporate Bonds EOYFMV$261,065CorporateBondsEOYFMVAmt
Other Investments BOY$201,397OtherInvestmentsBOYAmt
Other Investments EOY$201,397OtherInvestmentsEOYAmt
Other Investments EOYFMV$208,121OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,394,513TotalAssetsBOYAmt
Total Assets EOY$5,821,877TotalAssetsEOYAmt
Total Assets EOYFMV$8,467,409TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,293,706RetainedEarningBOYAmt
Retained Earning EOY$8,467,409RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,293,706TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,467,409TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,293,706TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,467,409TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,293,706TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,639,026ExcessRevenueOverExpensesAmt
Other Increases$534,677OtherIncreasesAmt
Subtotal$8,467,409SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,467,409TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
GOLDMAN SACHS2020-11-252021-05-05$75,015$60,785$14,230$14,230
GOLDMAN SACHS$21,119$21,194-$75-$75
GOLDMAN SACHS$1,092,513$1,022,497$70,016$70,016
GOLDMAN SACHS$590,564$440,747$149,817$149,817
GOLDMAN SACHS$450,687$278,714$171,973$171,973
GOLDMAN SACHS$426,600$352,300$74,300$74,300
GOLDMAN SACHS$135,540$89,700$45,840$45,840
CAPITAL GAIN DIVIDENDS$129,308P
CAPITAL GAIN DIVIDENDS$129,308P
CAPITAL GAIN DIVIDENDS$129,308P
CAPITAL GAIN DIVIDENDS$129,308P
CAPITAL GAIN DIVIDENDS$129,308P
CAPITAL GAIN DIVIDENDS$129,308P
CAPITAL GAIN DIVIDENDS$129,308P
FieldValueIRS element (for citing)
Capital Gain Net Income$655,409CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,692InvestmentIncomeExciseTaxAmt
Subtotal$9,692SubtotalAmt
Tax Based On Investment Income$9,692TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,704EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$12,704TotalPaymentsAndCreditsAmt
Overpayment$3,012OverpaymentAmt
Applied To ES Tax$3,012AppliedToESTaxAmt

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 StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KRISTIN FUSCOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8322481294PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12727 KIRBY DRIVE 28LAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KRISTIN A FUSCO
2727 KIRBY DRIVE 28LHOUSTONTX77098PRESIDENT & TREAS.0$0$0$0
JACK A FUSCO
2727 KIRBY DRIVE 28LHOUSTONTX77098SECRETARY0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,976,079AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,976,079TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,976,079AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$104,641CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,871,438NetVlNoncharitableAssetsAmt
Minimum Investment Return$343,572MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$343,572MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,692TaxBasedOnInvestmentIncomeAmt
Total Tax$9,692TotalTaxAmt
Distributable Before Adj$333,880DistributableBeforeAdjAmt
Distributable Before Ded$333,880DistributableBeforeDedAmt
Distributable As Adjusted$333,880DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$230,393ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$230,393QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$333,880DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$353,124ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,936ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$162,511ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$33,851ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$552,422TotalExcessDistributionCyovAmt
Qualifying Distributions$230,393QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$230,393AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$103,487ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$103,487ExcessDistributionCyovAppCYAmt
Total Corpus$448,935TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$249,637ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$199,298ExcessDistriCyovToNextYrAmt
Excess From Year4$2,936ExcessFromYear4Amt
Excess From Year3$162,511ExcessFromYear3Amt
Excess From Year2$33,851ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKRISTIN A FUSCOContributingManagerNm
Contributing ManagerJACK A FUSCOContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KEY SCHOOL
534 HILLSMERE DRIVEANNAPOLISMD21403PCGeneral Fund$126,000
MODESTO JUNIOR COLLEGE FOUNDATION
435 COLLEGE AVENUEMODESTOCA95350PCGENERAL FUND$10,000
HUNTSMAN CANCER FOUNDATION
500 Huntsman WaySALT LAKE CITYUT84108PCGENERAL FUND$2,500
AMERICAN ITALIAN CANCER FOUNDATION
112 East 71st Street Suite 2BNEW YORKNY10021PCGENERAL FUND$40,000
STAR OF HOPE
4848 Loop Central Dr Suite 500HOUSTONTX77081PCGENERAL FUND$25,000
HOUSTON FOOD BANK
535 Portwall StHOUSTONTX77029PCGENERAL FUND$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$228,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79,312ExclusionAmt
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$655,409ExclusionAmt
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$734,721ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$734,721TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJACK A FUSCOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12727 KIRBY DRIVE 28LAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,172,130TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1SHARES OF THE FOLLOWING: 460 SHS MSFT, FMV $151,512; 435 SHS MS, FMV $42,632; 539 SHS LLY, FMV $133,$440,8772021-12-14
1569 SHS ETN, FMV $94,426; 295 ACN, FMV $109,488; 332 SHS LIN, FMV $111,067; 432 SHS RSG, FMV $58,525$554,4812021-12-14
132 SHS AVB, FMV $7,884; 69 SHS BLK, FMV $62,393; 179 SHS UNH, FMV $85,940; 85 SHS ITW, FMV $20,555$176,7722021-12-14

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDELOITTE TAX LLPCategoryTxt
Amt$3,785Amt
Net Investment Income$1,893NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,893DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS FIXED INCOMEBondNm
EOY Book Value$261,392EOYBookValueAmt
EOYFMV$261,065EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS PUBLIC EQUITYStockNm
EOY Book Value$5,213,516EOYBookValueAmt
EOYFMV$7,852,651EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$35,368RevenueAndExpensesPerBooksAmt
Net Investment Income$35,368NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGOLDMAN SACHSDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$534,677Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJACK A FUSCOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12727 KIRBY DRIVE 28LAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77098ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX
FOREIGN TAX$172$172

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.