BETA

LITCHFIELD FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LITCHFIELD FOUNDATION (EIN 47-2488698)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202213199349105076
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)
Return2022-11-15T14:47:42-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472731515PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SPMCPA INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11000 FOURTH ST STE 875AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472488698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LITCHFIELD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLITCBusinessNameControlTxt
Phone4154592000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 4TH ST 875AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES LITCHFIELDPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone4154592000PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastLITCHFIELDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN P MILLER CPAPreparerPersonNm
PTINP00115565PTIN
Phone4154829306PhoneNum
Preparation2022-11-08PreparationDt

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$1,436,397FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,504DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,504DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$91,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$870,983GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$91,584CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$118,097TotalRevAndExpnssAmt
Total Net Invst Incm$113,097TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,575AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,720OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,720OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$123TaxesRevAndExpnssAmt
Taxes Net Invst Incm$98TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,454TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,818TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,054TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,818TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,043ExcessRevenueOverExpensesAmt
Net Investment Income$97,279NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$155,214CashBOYAmt
Cash EOY$102,458CashEOYAmt
Cash EOYFMV$102,458CashEOYFMVAmt
Sav And Temp Cash Invst BOY$124,897SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$96,924SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$96,924SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$520PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$520PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$566,080CorporateStockBOYAmt
Corporate Stock EOY$1,170,552CorporateStockEOYAmt
Corporate Stock EOYFMV$1,170,552CorporateStockEOYFMVAmt
Corporate Bonds BOY$415,152CorporateBondsBOYAmt
Corporate Bonds EOY$11,476CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,476CorporateBondsEOYFMVAmt
Other Investments BOY$33,486OtherInvestmentsBOYAmt
Other Investments EOY$54,467OtherInvestmentsEOYAmt
Other Investments EOYFMV$54,467OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,294,829TotalAssetsBOYAmt
Total Assets EOY$1,436,397TotalAssetsEOYAmt
Total Assets EOYFMV$1,436,397TotalAssetsEOYFMVAmt
Other Liabilities BOY$150,525OtherLiabilitiesBOYAmt
Other Liabilities EOY$247,050OtherLiabilitiesEOYAmt
Total Liabilities BOY$150,525TotalLiabilitiesBOYAmt
Total Liabilities EOY$247,050TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,144,304RetainedEarningBOYAmt
Retained Earning EOY$1,189,347RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,144,304TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,189,347TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,294,829TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,436,397TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,144,304TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,043ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,189,347SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,189,347TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY 101158655779P2020-09-252021-04-19$254,039$223,493$30,546$30,546
MORGAN STANLEY 101158655779P2020-03-132021-04-19$565,088$504,024$61,064$61,064
MORGAN STANLEY 101158655779P2021-04-092021-04-09$3$3$3
MORGAN STANLEY 101158655779P2021-12-312021-12-31$29$29$29
CHARLES SCHWAB 7584-6519P2020-09-082021-02-26$51,756$51,882-$126-$126
CAPITAL GAINS DIVIDENDSP$68$68$68
FieldValueIRS element (for citing)
Capital Gain Net Income$91,584CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,352InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,352SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,352TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$520TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Tax Due$837TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 BooksCHARLES LITCHFIELDIndividualWithBooksNm
Phone4154592000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11000 FOURTH STREET SUITE 800AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
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
PERRY LITCHFIELD
1000 4TH STREET 875SAN RAFAELCA94901BOARD MEMBER1.00$0$0$0
CHARLES LITCHFIELD
1000 4TH STREET 875SAN RAFAELCA94901MANAGING DIRECTOR1.00$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$1,132,704AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$234,580AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,367,284TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,367,284AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,509CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,346,775NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,339MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,339MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,352TaxBasedOnInvestmentIncomeAmt
Total Tax$1,352TotalTaxAmt
Distributable Before Adj$65,987DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$65,987DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$65,987DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$55,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,987DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$2,738ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,752ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,488ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,978TotalExcessDistributionCyovAmt
Qualifying Distributions$55,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,600AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$10,387ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$10,387ExcessDistributionCyovAppCYAmt
Total Corpus$2,591TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,591ExcessDistriCyovToNextYrAmt
Excess From Year1$2,591ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EXTRAFOODORG
PO BOX 150394SAN RAFAELCA94915NONENON-PROFIT ORGANIZATUSE EXCESS FOOD FROM ANY MARIN ORGANIZATION AND DELIVER TO NONPROFIT PARTNERS WHO SERVE VULNERABLE COMMUNITIES$2,500
FRIENDS OF CHINA CAMP
101 PEACOCK GAP TRAILSAN RAFAELCA94901NONENON-PROFIT ORGANIZATCHARITY COMMITTED TO KEEPING CHINA CAMP OPEN$10,000
KID SCOOP NEWS
PO BOX 1802SONOMACA95476NONENON-PROFIT ORGANIZATCREATE KID-FRIENDLY NEWSPAPER TO ENCOURAGE READING$300
MARIN HISTORY MUSEUM
45 LEVERONI CTNOVATOCA94949NONENON-PROFIT ORGANIZATCELEBRATE THE TRADITIONS OF THE PEOPLE OF MARIN COUNTY, CALIFORNIA$25,000
NEXT GENERATION SCHOLARS
1018 E STREETSAN RAFAELCA94901NONENON-PROFIT ORGANIZATOFFERS COLLEGE PREP CURRICULUM$1,000
SF-MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107NONENON-PROFIT ORGANIZATPROVIDE MEALS FOR LOW INCOME FAMILIES$5,000
MARIN COUNTY BAR ASSOCIATION
101 LUCAS VALLEY RD 326SAN RAFAELCA94903NONENON-PROFIT ORGANIZATSPONSER LIFETIME ACHEIVEMENT AWARD DINNER FOR PHILANTHROPIC ATTORNEY, GARY RAGGHIANTI$5,000
GOOD TIDINGS
1469 ROLLINS RDBURLINGAMECA94010NONENON-PROFIT ORGANIZATCHILDREN'S CHARITY PROVIDING ACCESS TO SPORTS$5,000
VERONICA CARDOZA
35 CARMEL DR 118NOVATOCA94960NONENONEMEALS FOR SENIOR CENTER$1,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,504ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$91,584ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$113,097ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,097TotalIncomeProducingActyAmt

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

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 PersonPERRY D LITCHFIELDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11000 FOURTH STREET 875AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,575Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY 101158655779$3,656$3,656
MORGAN STANLEY 101159012779$7,820$7,820

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY 101158655779$752,785$752,785
MORGAN STANLEY 101159012779$404,777$404,777
CHARLES SCHWAB$12,990$12,990

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY 101158655779FMV$40,688$40,688
MORGAN STANLEY 101159012779AT COST$13,779$13,779

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$36RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
BOY Book Value$150,525BOYBookValueAmt
EOY Book Value$247,050EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$15,720Amt
Net Investment Income$15,720NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$25$0$0
FOREIGN TAXES$98$98$0

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