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BOWMAN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BOWMAN FAMILY FOUNDATION (EIN 13-3801244)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-16
IRS object ID
202223209349100112
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)
Return2022-11-16T00:17:24-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133801244EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bowman Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Brandywine Trust CompanyInCareOfNm
Business Name ControlBOWMBusinessNameControlTxt
Phone3022345750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17234 Lancaster pkeAddressLine1Txt
CityHockessinCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personmatthias b bowmanPersonNm
Person TitlepresidentPersonTitleTxt
Phone3022345750PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person Firstmatthias bPersonFirstNm
Person LastbowmanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$6,483,287FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$153InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$153InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$482,688NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$473,393CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$83,260OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$76,601OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$566,101TotalRevAndExpnssAmt
Total Net Invst Incm$550,147TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$14,993LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$14,993LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$349,652OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,972OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$341,680OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,300TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$275TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$275TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$75,906OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$72,391OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,966OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$445,126TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$80,363TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$359,914TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$471,126TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$80,363TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$385,914TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$94,975ExcessRevenueOverExpensesAmt
Net Investment Income$469,784NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$450,133SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$356,853SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$356,853SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,015,954OtherInvestmentsBOYAmt
Other Investments EOY$4,204,209OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,126,434OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,466,087TotalAssetsBOYAmt
Total Assets EOY$4,561,062TotalAssetsEOYAmt
Total Assets EOYFMV$6,483,287TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,466,087RetainedEarningBOYAmt
Retained Earning EOY$4,561,062RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,466,087TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,561,062TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,466,087TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,561,062TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,466,087TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$94,975ExcessRevenueOverExpensesAmt
Subtotal$4,561,062SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,561,062TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPassthrough K1 Capital Gain/(Loss)PropertyDesc
Gain Or Loss$473,393GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$473,393CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,530InvestmentIncomeExciseTaxAmt
Subtotal$6,530SubtotalAmt
Tax Based On Investment Income$6,530TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,738EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$5,738TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$792TaxDueAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Brandywine Trust CompanyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3022345750PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17234 Lancaster Pike Suite 300AAddressLine1Txt
CityHockessinCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19707ZIPCd
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
Matthias B Bowman
7234 Lancaster pkeHockessinDE19707Pres, Sec, Treas, Dir1.0$0$0$0
Penny M Bowman
7234 Lancaster pkeHockessinDE19707VP, Dir1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VREDEVELD STRATEGIES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19213 HIDDEN CREEK DRIVEAddressLine1Txt
CityGREAT FALLSCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22066ZIPCd
FieldValueIRS element (for citing)
Service TypePhilanthropicServiceTypeTxt
Compensation$101,586CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$403,568AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,126,434FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,530,002TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,530,002AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$97,950CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,432,052NetVlNoncharitableAssetsAmt
Minimum Investment Return$321,603MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$321,603MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,530TaxBasedOnInvestmentIncomeAmt
Income Tax$1,252IncomeTaxAmt
Total Tax$7,782TotalTaxAmt
Distributable Before Adj$313,821DistributableBeforeAdjAmt
Distributable Before Ded$313,821DistributableBeforeDedAmt
Distributable As Adjusted$313,821DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$385,914ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$385,914QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$313,821DistributableAsAdjustedAmt
Undistributed Income PY$197,374UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Qualifying Distributions$385,914QualifyingDistributionsAmt
Applied To Year1$197,374AppliedToYear1Amt
Applied To Current Year$188,540AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$125,281UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMatthias B BowmanContributingManagerNm
Contributing ManagerPenny M BowmanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRAINFUTURES INCORPORATED
1301 YORK RD STE 505LUTHERVILLEMD21093N/APCGeneral & Unrestricted$25,000
WILLIAMS COLLEGE
75 PARK STWILLIAMSTOWNMA01267N/APCWilliams Alumni Fund (1970 50th Reunion Gift)$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,000TotalGrantOrContriPdDurYrAmt

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$153ExclusionAmt
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)
Business525990BusinessCd
Unrelated Business Taxbl Incm$9,295UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$473,393ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
K-1 Inc/Loss525990-$1,41614$79,561
Federal Tax Refund01$4,965
STATE TAX REFUND01$150

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$7,879UnrelatedBusinessTaxblIncmAmt
Exclusion$558,222ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$566,101TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Identifier990-PF Part I, Line 6AIdentifierTxt
Form And Line Reference990-PF Part I, Line 6AFormAndLineReferenceDesc
Medium ExplanationPART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $473,393 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $9,295 TOTAL PART I, LINE 6A: $482,688 DETAILS OF ASSETS INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $473,393MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BAKER COMMUNICATIONS FUND II ($106,238$315,941
BRANDYTRUST GLOBAL PRTNRS, LP$2,136,449$3,302,096
BRANDYTRUST MULTI-STRATEGY PRT$1,961,522$2,508,397

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral ConsultationsCategoryTxt
Legal Fees$14,993LegalFeesAmt
Disbursements Charitable Prps$14,993DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Charges$87$87
Indemnification Insurance$2,611$2,611
K-1 Exp BAKER COMMUNICATIONS F$677$677
K-1 Exp BRANDYTRUST GLOBAL PRT$25,279$25,163
K-1 Exp BRANDYTRUST MULTI-STRA$46,622$46,464
State or Local Filing Fees$575$300
Website Hosting/Support$55$55

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss BRANDYTRUST GLOBAL PRTNRS, LP$37,749$37,749
K-1 Inc/Loss BRANDYTRUST MULTI-STRATEGY PRTNRS, LP$40,396$38,852
Federal Tax Refund$4,965
State Tax Refund$150

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administration of Foundation$26,706$26,706
Investment Management Services$7,972$7,972
Philanthropic Consulting Srvcs$313,699$313,699
GRAPHIC DESIGN$1,275$1,275

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2021$3,100
990-T Extension for 2020$800
STATE EXTENSION FOR 2020$400

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