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ATSINGER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ATSINGER FAMILY FOUNDATION (EIN 77-0460697)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-05
IRS object ID
202230959349100933
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)
Return2022-04-05T17:13:49-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE ROAD SUITE 400AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770460697EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ATSINGER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BRIAN J COUNSILInCareOfNm
Business Name ControlATSIBusinessNameControlTxt
Phone8059870400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1855 AVIATION DRIVEAddressLine1Txt
CityCAMARILLOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD G ATSINGER IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8059870400PhoneNum
Signature2022-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARD GPersonFirstNm
Person LastATSINGER IIIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephanie WilkinsonPreparerPersonNm
PTINP01231617PTIN
Phone8053748555PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$995,912FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$339,065ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$352NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$0GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$338,726TotalRevAndExpnssAmt
Total Net Invst Incm$13TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,742AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,871AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,871AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,792TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,871TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,921TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$205,864ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$205,864ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$211,656TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,871TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$208,785TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$127,070ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$739CashBOYAmt
Cash EOY$689CashEOYAmt
Cash EOYFMV$689CashEOYFMVAmt
Sav And Temp Cash Invst BOY$76,220SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,639SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,639SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$496,324CorporateStockBOYAmt
Corporate Stock EOY$732,245CorporateStockEOYAmt
Corporate Stock EOYFMV$956,584CorporateStockEOYFMVAmt
Total Assets BOY$573,283TotalAssetsBOYAmt
Total Assets EOY$771,573TotalAssetsEOYAmt
Total Assets EOYFMV$995,912TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$573,283RetainedEarningBOYAmt
Retained Earning EOY$771,573RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$573,283TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$771,573TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$573,283TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$771,573TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$573,283TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$127,070ExcessRevenueOverExpensesAmt
Other Increases$71,220OtherIncreasesAmt
Subtotal$771,573SubtotalAmt
Tot Net Ast Or Fund Balances EOY$771,573TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTESLA CALL OPTIONSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$0GrossSalesPriceAmt
Cost Or Other Basis$352CostOrOtherBasisAmt
Gain Or Loss-$352GainOrLossAmt
Gains Minus Excess Or Losses-$352GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$352CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,196EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,196TotalPaymentsAndCreditsAmt
Overpayment$1,196OverpaymentAmt
Applied To ES Tax$1,196AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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 Line1BRIAN J COUNSILBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8053899301PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1855 AVIATION DRIVEAddressLine1Txt
CityCAMARILLOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93010ZIPCd
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
EDWARD G ATSINGER III
4880 SANTA ROSA ROAD SUITE 300CAMARILLOCA93012PRESIDENT0.5$0$0$0
MONA ATSINGER
4880 SANTA ROSA ROAD SUITE 300CAMARILLOCA93012SECRETARY0.5$0$0$0
EDWARD C ATSINGER
4880 SANTA ROSA ROAD SUITE 300CAMARILLOCA93102DIRECTOR0.5$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$607,215AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,175AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$671,390TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$671,390AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,071CashDeemedCharitableAmt
Net Vl Noncharitable Assets$661,319NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,066MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,066MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$33,066DistributableBeforeAdjAmt
Distributable Before Ded$33,066DistributableBeforeDedAmt
Distributable As Adjusted$33,066DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$208,785ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$208,785QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,066DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,014ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,895ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$458,052ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$56,467ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$203,398ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$726,826TotalExcessDistributionCyovAmt
Qualifying Distributions$208,785QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$33,066AppliedToCurrentYearAmt
Remaining Distri From Corpus$175,719RemainingDistriFromCorpusAmt
Total Corpus$902,545TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,014ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$895,531ExcessDistriCyovToNextYrAmt
Excess From Year4$1,895ExcessFromYear4Amt
Excess From Year3$458,052ExcessFromYear3Amt
Excess From Year2$56,467ExcessFromYear2Amt
Excess From Year1$203,398ExcessFromYear1Amt
Excess From Current Year$175,719ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD G ATSINGER IIIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROCKBRIDGE ACADEMY INC
680 EVERGREEN ROADCROWNSVILLEMD21032NONEPCGENERAL OPERATING SUPPORT$21,500
OAKS CHRISTIAN SCHOOL
31749 LA TIENDA DRIVEWESTLAKE VILLAGECA91362NONEPCGENERAL OPERATING SUPPORT$10,000
COUNCIL ON BIBLICAL MANHOOD AND WOMANHOOD INC
2825 LEXINGTON ROADLOUISVILLEKY40280NONEPC(1) DESCRIPTION: 9 SHARES OF ALPHABET, INC. SECURITIES (2) BOOK VALUE: $15,724 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 09/16/2021 (6) PURPOSE: GENERAL OPERATING SUPPORT$25,975
ROCKBRIDGE ACADEMY INC
680 EVERGREEN ROADCROWNSVILLEMD21032NONEPC(1) DESCRIPTION: 133 SHARES OF TESLA, INC. SECURITIES (2) BOOK VALUE: $87,420 (3) METHOD USED TO DETERMINE BOOK VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE RECEIVED BY THE FOUNDATION. (4) METHOD USED TO DETERMINE FAIR MARKET VALUE: AVERAGE OF THE HIGH/LOW ON THE DATE THE SECURITIES WERE DONATED. (5) DATE OF THE GIFT: 11/19/2021 (6) PURPOSE: EVERGREEN CAMPUS FUND$148,389
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$205,864TotalGrantOrContriPdDurYrAmt

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$13ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
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-$352ExclusionAmt
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-$339ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$339TotalIncomeProducingActyAmt

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 PersonEDWARD G ATSINGER IIIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14880 SANTA ROSA RD 300AddressLine1Txt
CityCAMARILLOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93012ZIPCd
FieldValueIRS element (for citing)
Total Contributions$339,065TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
143 SHS ALPHABET INC CLASS C SECURITIES 43 SHS ALPHABET INC CLASS A SECURITIES$254,2122021-12-27
125 SHS AMAZON.COM INC SECURITIES$84,8532021-12-30

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,742Amt
Net Investment Income$2,871NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,871DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
303 SHS TESLA INC$209,749$320,204
91 SHS ALPHABET INC CLASS C$211,005$263,317
100 SHS ALPHABET INC CLASS A$226,638$289,704
25 SHS AMAZON.COM INC$84,853$83,359

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON DISTRIBUTION OF$0
SECURITIES$71,220

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE FILING FEESCategoryTxt
Amt$50Amt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

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