Be Thou My Vision Foundation: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- Be Thou My Vision Foundation (EIN 85-2847523)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-12
- IRS object ID
- 202231029349101008
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-12T10:38:44-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852847523 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Be Thou My Vision Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | alastair bruce johnston | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | alastair bruce | PersonFirstNm |
| Person Last | johnston | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,696,139 | 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 | $2,617,991 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $946,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $574,922 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,611,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $595,968 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $209 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,366 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,366 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $209 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,466 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $209 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,515,139 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $595,759 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $205,124 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $535,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $535,800 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $810,148 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,994,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,160,339 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,015,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,530,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,696,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,015,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,530,411 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,015,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,530,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,015,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,530,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,015,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,515,139 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,530,411 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,530,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $946,397 | GrossSalesPriceAmt |
| Cost Or Other Basis | $371,475 | CostOrOtherBasisAmt |
| Gain Or Loss | $574,922 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $574,922 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $574,922 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,281 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,281 | SubtotalAmt |
| Tax Based On Investment Income | $8,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,981 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Alastair Bruce Johnston | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
| Jean Boyle Johnston | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,773,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,327 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,909,956 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,909,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,881,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,065 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,065 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,281 | TotalTaxAmt |
| Distributable Before Adj | $85,784 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,784 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,784 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,716 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $89,716 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,784 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $4,275 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,275 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,716 | QualifyingDistributionsAmt |
| Applied To Current Year | $85,784 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,932 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,207 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,275 | ExcessFromYear1Amt |
| Excess From Current Year | $3,932 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALASTAIR BRUCE JOHNSTON | ContributingManagerNm |
| Contributing Manager | JEAN BOYLE JOHNSTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTER FOR BIBLICAL UNITY | |||||||||||
| 1212 TRADITION LN | UPLAND | CA | 91786 | N/A | PC | General & Unrestricted | $250 | ||||
| EPIPHANY SCHOOL INC | |||||||||||
| 154 CENTRE ST | DORCHESTER | MA | 02124 | N/A | PC | General & Unrestricted | $1,000 | ||||
| FLYING KITES INC | |||||||||||
| 6 GILLIES CT | NEWPORT | RI | 02840 | N/A | PC | General & Unrestricted | $250 | ||||
| IRCT INTERNATIONAL REHABILITATION COUNCIL FOR TORT | |||||||||||
| N/A | PC | General & Unrestricted | $50,000 | VESTERBROGADE 149 BLDG 4 3RD FL | COPENHAGEN | DA | 1620 | ||||
| LIVE ACTION | |||||||||||
| 2200 WILSON BLVD STE 102 PMB 111 | ARLINGTON | VA | 22201 | N/A | PC | General & Unrestricted | $250 | ||||
| SAMARITANS INC | |||||||||||
| 41 WEST ST - 4TH FLOOR | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $25,000 | ||||
| TURNING POINT USA INC | |||||||||||
| 4940 EAST BEVERLY RD | PHOENIX | AZ | 85044 | N/A | PC | General & Unrestricted | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$27,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$6,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,740 | TotalIncomeProducingActyAmt |
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 Person | A Bruce Johnston Revocable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9209 Sloane Street | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,617,141 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (17 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | JP MORGAN CHASE JPM, 600 sh. | $90,921 | 2021-03-24 |
| 1 | DU PONT DE NEMOURS DD, 1474 sh. | $113,395 | 2021-03-24 |
| 1 | DOW INC DOW, 1000 sh. | $62,410 | 2021-03-24 |
| 1 | AFLAC INC AFL, 1000 sh. | $50,200 | 2021-03-24 |
| 1 | WORKDAY INC WDAY, 500 sh. | $125,805 | 2021-03-24 |
| 1 | BAKER HUGHES COMPANY BKR, 5000 sh. | $110,350 | 2021-03-24 |
| 1 | DOW INC DOW, 2000 sh. | $125,570 | 2021-07-12 |
| 1 | CONOCOPHILLIPS COP, 1000 sh. | $59,585 | 2021-07-12 |
| 1 | AMAZON COM AMZN, 100 sh. | $355,985 | 2021-11-15 |
| 1 | BERKSHIRE HATHAWAY INC DEL CL A BRK-A, 1 sh. | $431,707 | 2021-11-15 |
| 1 | CONOCOPHILLIPS COP, 3000 sh. | $217,695 | 2021-11-15 |
| 1 | MICROSOFT CORP MSFT, 500 sh. | $167,978 | 2021-11-15 |
| 1 | PAYCHEX PAYX, 1000 sh. | $124,150 | 2021-11-15 |
| 1 | PAYCHEX PAYX, 500 sh. | $62,075 | 2021-11-15 |
| 1 | ELI LILLY & CO LLY, 500 sh. | $129,193 | 2021-11-15 |
| 1 | SALESFORCE.COM CRM, 500 sh. | $152,748 | 2021-11-15 |
| 1 | WORKDAY INC WDAY, 800 sh. | $237,376 | 2021-11-15 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC | $50,200 | $58,390 |
| ALPHABET INC CL A | $180,895 | $289,704 |
| AMAZON COM | $516,115 | $500,151 |
| BERKSHIRE HATHAWAY INC DEL CL | $431,706 | $450,662 |
| BRISTOL-MYERS SQUIBB CO | $33,078 | $31,175 |
| CONOCOPHILLIPS | $138,640 | $144,360 |
| DOCUSIGN INC | $27,955 | $30,462 |
| DOW INC | $62,485 | $56,720 |
| DU PONT DE NEMOURS | $76,930 | $80,780 |
| ELASTIC NV | $16,518 | $18,464 |
| ELI LILLY & CO | $103,354 | $110,488 |
| EXXON MOBIL CORP | $20,622 | $30,595 |
| FIDELITY CHINA REGION FUND | $10,879 | $9,048 |
| GENERAL MOTORS | $15,768 | $17,589 |
| ISHARE MSCI UK INDEX | $45,231 | $49,710 |
| ISHARES CORE MSCI EMERGING MAR | $32,683 | $29,930 |
| ISHARES CORE MSCI TOTAL INTERN | $34,728 | $35,470 |
| ISHARES MSCI CHINA INDEX FUND | $16,979 | $12,554 |
| JP MORGAN CHASE | $90,921 | $95,010 |
| LEMONADE ORD SHS | $65,087 | $29,477 |
| MARKET VECTORS WIDE MOAT ETF | $25,274 | $30,444 |
| MATTHEWS CHINA SMALL COMPANIES | $11,290 | $9,122 |
| MICROSOFT CORP | $134,382 | $134,528 |
| MONGODB INC CL A | $13,772 | $26,468 |
| NEWMONT GOLDCORP CORPORATION | $31,335 | $31,010 |
| NXP SEMICONDUCTORS | $18,210 | $22,778 |
| OKTA INC | $6,429 | $6,725 |
| PAYCHEX | $217,099 | $273,000 |
| QUALCOMM INC | $29,518 | $36,574 |
| SALESFORCE.COM | $152,748 | $127,065 |
| SNOWFLAKE INC | $16,131 | $25,406 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $84,647 | $84,217 |
| VISA INC | $104,970 | $108,355 |
| WORKDAY INC | $178,032 | $163,908 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $11,341 | $11,341 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHILANTHROPIC CONSULTING SRVCS | CategoryTxt |
| Amt | $1,100 | Amt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A Bruce Johnston Revocable Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9209 Sloane Street | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $4,300 | |
| 990-PF Excise Tax for 2020 | $1,887 | |
| Foreign Tax Paid | $209 | $209 |
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