Ada Brandon Charitable Foundation Inc: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
Ada Brandon Charitable Foundation Inc (EIN 13-3468798)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202241329349102309
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)
Return2022-05-12T11:15:48-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030319953PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Marc Z Aaron CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line136 Harlow HillAddressLine1Txt
CityRandolphCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05060ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133468798EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ada Brandon Charitable Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADABBusinessNameControlTxt
Phone8027289947PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13071 S Randolph RdAddressLine1Txt
CityRandolph CtrCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05061ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCarl BrandonPersonNm
Person TitleTrusteePersonTitleTxt
Phone8027289947PhoneNum
Signature2022-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCarlPersonFirstNm
Person LastBrandonPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarc Z Aaron CPAPreparerPersonNm
PTINP00006682PTIN
Phone8027283857PhoneNum
Preparation2022-05-09PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$25,228FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$383DividendsRevAndExpnssAmt
Dividends Net Invst Incm$383DividendsNetInvstIncmAmt
Dividends Adj Net Incm$383DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,763NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,240GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,763CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,146TotalRevAndExpnssAmt
Total Net Invst Incm$2,146TotalNetInvstIncmAmt
Total Adj Net Incm$383TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,475AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$279OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$28TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$634OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,416TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,605ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,605ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,021TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,605TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,875ExcessRevenueOverExpensesAmt
Net Investment Income$2,146NetInvestmentIncomeAmt
Adjusted Net Income$383AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,850CashBOYAmt
Cash EOY$1,830CashEOYAmt
Cash EOYFMV$1,830CashEOYFMVAmt
Corporate Stock BOY$17,860CorporateStockBOYAmt
Corporate Stock EOY$17,729CorporateStockEOYAmt
Corporate Stock EOYFMV$21,586CorporateStockEOYFMVAmt
Other Investments BOY$3,524OtherInvestmentsBOYAmt
Other Investments EOY$1,800OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,812OtherInvestmentsEOYFMVAmt
Total Assets BOY$26,234TotalAssetsBOYAmt
Total Assets EOY$21,359TotalAssetsEOYAmt
Total Assets EOYFMV$25,228TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$26,234NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$21,359NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$26,234TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,359TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,234TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,359TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,234TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,875ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$21,359SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$21,359TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TD Ameritrade Short Term CoveredP$514$434$80$80
TD Ameritrade Long Term CoveredP$5,726$4,043$1,683$1,683
FieldValueIRS element (for citing)
Capital Gain Net Income$1,763CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$80NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$30TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCarl BrandonIndividualWithBooksNm
Phone8027289947PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13071 So Randolph RDAddressLine1Txt
CityRandolph CenterCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05061ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
Carl Brandon
3071 So Randolph RDRandolph CTRVT05060Pres/Director0.50$0$0$0
Robert Brandon
3417 Woodley Rd NWWashingtonDC20016Sec/Director0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,340AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,340TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,340AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,290NetVlNoncharitableAssetsAmt
Minimum Investment Return$165MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$165MinimumInvestmentReturnAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$135DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$135DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$135DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,605ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,605QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,145ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,213ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,253ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,738ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,058ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$46,407TotalExcessDistributionCyovAmt
Qualifying Distributions$4,605QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$135AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,470RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$50,877TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$12,145ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$38,732ExcessDistriCyovToNextYrAmt
Excess From Year4$12,213ExcessFromYear4Amt
Excess From Year3$10,253ExcessFromYear3Amt
Excess From Year2$7,738ExcessFromYear2Amt
Excess From Year1$4,058ExcessFromYear1Amt
Excess From Current Year$4,470ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCarl BrandonRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13071 So Randolph RDAddressLine1Txt
CityRandolph CenterCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05061ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8027289947RecipientPhoneNum
Recipient Email Addresscarl.brandon@vtc.eduRecipientEmailAddressTxt
Form And Info And MaterialsIn writing with complete information as to purpose of request.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Barre Opera House
6 N Main St4BarreVT05641General Donation$45
Vermont Institue of Natural Sciences
149 Natures WayQuecheeVT05059General Donation$126
The Sharon Academy
20 School StSharonVT05065Program Support$550
Central Vermont Chamber Music Festival
202 Madison AvenueCresskillNJ07626General Donation$350
Flight Experience for Youth
2355 Airport RdWarrenVT05674General Donation$315
Guardian News & Media
61 Broadway Room 1425New YorkNY10006General Donation$25
Medecins Sans Frontieres USA
40 Rector St - 16th FloorNew YorkNY10006General Donation$25
Alabama Interfaith Refugee Partnership
2641 Paden PlVestaviaAL35226General Donation$500
Cleveland Park Historical Society
3305 Woodley Rd NWWashingtonDC20008General Donation$200
Cleveland Park Citizens Association
PO Box 11444WashingtonDC20008General Donation$150
Alzheimers Association
655 15th St NW Suite 500WashingtonDC20005General Donation$55
American Civil Liberties Union
125 Broad Street 18th FloorNew YorkNY10004General Donation$110
American Humane
1400 16th Stteet NW Suite 360WashingtonDC20036General Donation$25
Argentine Tango Society
16 Bow STSomervilleMA02143General Donation$250
Amateur Radio Safety Foundation Inc
6134 Anchor LaneRockledgeFL32955General Donation$24
Committee of 100
677 Fifth Ave - 5th FloorNew YorkNY10022General Donation$400
DC Bar Pro Bono Center
901 4th St NWWashingtonDC20001General Donation$125
Mikva Challenge Grant Foundation
1220 L ST NW Suite 605WashingtonDC20005General Donation$400
NAACP Legal Defense and Educational Fund
40 Rector Street - 5th floorNew YorkNY10006General Donation$25
Randolph Area Food Shelf
12 Prince ST 3RandolphVT05060General Donation$100
Rosedale Conservancy
3471-3501 Newark St NWWashingtonDC20016General Donation$200
Scrag Mountain Music
4996 Hillister Hill RdMarshfieldVT05658Program Support$50
ActBlue
366 Summer StSomervilleMA02144General Donation$25
Rocky Mountain Institute
22830 Two Rivers RoadBasaltCO81621General Donation$25
Tregaron Conservancy
3100 Macomb St NWWashingtonDC20008General Donation$200
Union of Concerned Scientists
2 Brattle SquareCambridgeMA02138General Donation$85
Vermont Philharmonic
PO Box 425MontpelierVT05601Program Support$100
Wikemedia Foundation Inc
149 New Montgomery STSan FranciscoCA94105General Donation$20
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,605TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$383RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,763RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$2,146RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,146TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3The income helps fund the operational expenses of the Foundation which
4exists to contribute to various charities.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$1,475Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockETFStockNm
EOY Book Value$17,729EOYBookValueAmt
EOYFMV$21,586EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMutual FundsCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,800BookValueAmt
EOYFMV$1,812EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOffice Expense/Admin expenseDesc
Revenue And Expenses Per Books$634RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment ManagementCategoryTxt
Amt$279Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FTC$2$0$0$0
IRS and NYS$26$0$0$0

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