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HILL CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HILL CHARITABLE FOUNDATION (EIN 33-1145119)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-06
IRS object ID
202541579349101204
Schema version
2024v5.1
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)
Return2025-06-06T15:34:43-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953132551PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JGD & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19191 TOWNE CENTRE DRIVE 340AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921221274ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331145119EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HILL CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHILLBusinessNameControlTxt
Phone6192261315PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12814 BROOKS STREET 405AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMELINDA HILLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6192261315PhoneNum
Signature2025-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN WILCOXPreparerPersonNm
PTINP00353454PTIN
Phone8585871000PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,629,441FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$13InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$34,601DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,601DividendsNetInvstIncmAmt
Dividends Adj Net Incm$34,601DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$94,464OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$94,464OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$94,464OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$129,078TotalRevAndExpnssAmt
Total Net Invst Incm$129,078TotalNetInvstIncmAmt
Total Adj Net Incm$129,078TotalAdjNetIncmAmt
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
Legal Fees Rev And Expnss$3,900LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,031TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$690OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$690OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,621TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$690TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$107,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$107,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,121TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$690TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$107,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,957ExcessRevenueOverExpensesAmt
Net Investment Income$128,388NetInvestmentIncomeAmt
Adjusted Net Income$129,078AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,627CashBOYAmt
Cash EOY$74,534CashEOYAmt
Cash EOYFMV$74,534CashEOYFMVAmt
Other Investments BOY$866,979OtherInvestmentsBOYAmt
Other Investments EOY$810,029OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,554,907OtherInvestmentsEOYFMVAmt
Total Assets BOY$869,606TotalAssetsBOYAmt
Total Assets EOY$884,563TotalAssetsEOYAmt
Total Assets EOYFMV$1,629,441TotalAssetsEOYFMVAmt
Accounts Payable BOY$35AccountsPayableBOYAmt
Accounts Payable EOY$35AccountsPayableEOYAmt
Total Liabilities BOY$35TotalLiabilitiesBOYAmt
Total Liabilities EOY$35TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$869,571NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$884,528NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$869,571TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$884,528TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$869,606TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$884,563TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$869,571TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,957ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$884,528SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$884,528TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,785InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,785SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,785TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,588EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$750ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,338TotalPaymentsAndCreditsAmt
Es Penalty$22EsPenaltyAmt
Overpayment$531OverpaymentAmt
Applied To ES Tax$531AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksMELINDA HILLIndividualWithBooksNm
Phone6192261315PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12814 BROOKS STREET 405AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59801ZIPCd
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
LISA KIY
1050 ROSECRANS ST STE FSAN DIEGOCA92106VP, CFO, & SECRETARY0.00$0$0$0
MELINDA E HILL
2814 BROOKS STREET 405MISSOULAMT59801PRESIDENT & MANAGER0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NO DIRECT CHARITABLE ACTIVITIES PERFORMED BY THE FOUNDATIONDescription1Txt
Expenses1$0Expenses1Amt

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$650,729AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,068AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$930,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,619,797TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,619,797AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,297CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,595,500NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,775MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,775MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,785TaxBasedOnInvestmentIncomeAmt
Total Tax$1,785TotalTaxAmt
Distributable Before Adj$77,990DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$77,990DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$77,990DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$107,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,990DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$3,646ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,646TotalExcessDistributionCyovAmt
Qualifying Distributions$107,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$77,990AppliedToCurrentYearAmt
Remaining Distri From Corpus$29,510RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$33,156TotalCorpusAmt
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$33,156ExcessDistriCyovToNextYrAmt
Excess From Year1$3,646ExcessFromYear1Amt
Excess From Current Year$29,510ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CITIZENS FOR A BETTER FLATHEAD
14 3RD STREET EAST STE 240KALISPELLMT59901NONECHARITYSUSTAINING CONTRIBUTION$5,000
COMMUNITY FDTN FOR A BETTER BIGFORK
PO BOX 486BIGFORKMT59911NONECHARITYSUSTAINING CONTRIBUTION$1,000
DOCTORS WITHOUT BORDERS
333 7TH AVE - 2ND FLOORNEW YORKNY10001NONECHARITYSUSTAINING CONTRIBUTION$500
FEEDING AMERICA SAN DIEGO
9455 WAPLES STREET STE 135SAN DIEGOCA92121NONECHARITYSUSTAINING CONTRIBUTION$10,000
JUST IN TIME FOR FOSTER YOUTH
PO BOX 81292SAN DIEGOCA92138NONECHARITYSUSTAINING CONTRIBUTION$25,000
RADY CHILDRENS HOSPITAL
3020 CHILDRENS WAYSAN DIEGOCA92123NONECHARITYSUSTAINING CONTRIBUTION$15,000
SAN DIEGO AUDUBON SOCIETY
4010 MORENA BLVD STE 100SAN DIEGOCA92117NONECHARITYSUSTAINING CONTRIBUTION$15,000
SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVENUESAN DIEGOCA92121NONECHARITYSUSTAINING CONTRIBUTION$10,000
SAN DIEGO HUMANE SOCIETY
5500 GAINES STREETSAN DIEGOCA92110NONECHARITYSUSTAINING CONTRIBUTION$5,000
SAN DIEGO ZOO
PO BOX 120551SAN DIEGOCA92112NONECHARITYSUSTAINING CONTRIBUTION$10,000
YMCA KIDS TO CAMP
3708 RUFFIN ROADSAN DIEGOCA92123NONECHARITYSUSTAINING CONTRIBUTION$1,000
SAN DIEGO RIVER PARK FOUNDATION
4891 PACIFIC HIGHWAY STE 114SAN DIEGOCA92110NONECHARITYSUSTAINING CONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$107,500TotalGrantOrContriPdDurYrAmt
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$13ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,601ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISSION DEL MAGNOLIA, LLCDesc
Exclusion16ExclusionCd
Exclusion$94,464ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$129,078ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,078TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementDIVIDENDS, INTEREST AND NET MEMBERSHIP DISTRIBUTIONS FROM LIMITED LIABILITY COMPANY INVESTMENT THAT ARE RECEIVED BY THE FOUNDATION ARE USED TO FUND THE FOUNDATION'S DONATIONS/CONTRIBUTIONS TO OTHER PUBLIC CHARITABLE ORGANIZATIONS.RelationshipStatementTxt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MISSION DEL MAGNOLIA, LLCFMV$185,122$930,000
MUTUAL FUNDSFMV$624,907$624,907

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,900LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES & PERMITS$50$50$0$0
OFFICE SUPPLIES$565$565$0$0
BANK FEES$75$75$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MISSION DEL MAGNOLIA, LLC$94,464$94,464$94,464
MISSION DEL MAGNOLIA, LLC$98,609$98,609

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$2,031Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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