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RECTOR FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RECTOR FAMILY FOUNDATION (EIN 83-3743765)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202233159349103453
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)
Return2022-11-11T22:04:10-06:00ReturnTs
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)
EIN833743765EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rector Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlRECTBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE SAMBYALPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNEPersonFirstNm
Person LastSAMBYALPersonLastNm
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$5,180,634FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$185InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$185InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$46,976DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,976DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$75,886NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$282,846GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$75,886CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,623,047TotalRevAndExpnssAmt
Total Net Invst Incm$123,047TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$46,238CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$46,238CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,048PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$3,048PensionEmplBnftDsbrsChrtblAmt
Taxes Rev And Expnss$1,520TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20,113OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$20,113OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$70,919TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$69,399TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,232ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$158,125ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$231,151TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$227,524TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,391,896ExcessRevenueOverExpensesAmt
Net Investment Income$123,047NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$554,247SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,388,907SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,388,907SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,905,152CorporateStockBOYAmt
Corporate Stock EOY$2,464,495CorporateStockEOYAmt
Corporate Stock EOYFMV$2,791,727CorporateStockEOYFMVAmt
Total Assets BOY$2,459,399TotalAssetsBOYAmt
Total Assets EOY$4,853,402TotalAssetsEOYAmt
Total Assets EOYFMV$5,180,634TotalAssetsEOYFMVAmt
Loans From Officers EOY$2,107LoansFromOfficersEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,107TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,459,399RetainedEarningBOYAmt
Retained Earning EOY$4,851,295RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,459,399TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,851,295TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,459,399TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,853,402TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,459,399TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,391,896ExcessRevenueOverExpensesAmt
Subtotal$4,851,295SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,851,295TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$282,846GrossSalesPriceAmt
Cost Or Other Basis$206,960CostOrOtherBasisAmt
Gain Or Loss$75,886GainOrLossAmt
Gains Minus Excess Or Losses$75,886GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$75,886CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,710InvestmentIncomeExciseTaxAmt
Subtotal$1,710SubtotalAmt
Tax Based On Investment Income$1,710TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,131EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$700ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,831TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$121OverpaymentAmt
Applied To ES Tax$121AppliedToESTaxAmt

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 LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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 Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Aaron Rector
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
April Rector
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Christian Rector
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Curtis Rector
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Julia Rector
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Anne Sambyal
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas20.0$46,238$0$0
Troy Sambyal
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
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$2,377,890AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,277,727AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,655,617TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,655,617AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,834CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,600,783NetVlNoncharitableAssetsAmt
Minimum Investment Return$180,039MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$180,039MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,710TaxBasedOnInvestmentIncomeAmt
Total Tax$1,710TotalTaxAmt
Distributable Before Adj$178,329DistributableBeforeAdjAmt
Distributable Before Ded$178,329DistributableBeforeDedAmt
Distributable As Adjusted$178,329DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$227,524ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$2,107CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$229,631QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$178,329DistributableAsAdjustedAmt
Undistributed Income PY$20,504UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Qualifying Distributions$229,631QualifyingDistributionsAmt
Applied To Year1$20,504AppliedToYear1Amt
Applied To Current Year$178,329AppliedToCurrentYearAmt
Remaining Distri From Corpus$30,798RemainingDistriFromCorpusAmt
Total Corpus$30,798TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$30,798ExcessDistriCyovToNextYrAmt
Excess From Current Year$30,798ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerApril RectorContributingManagerNm
Contributing ManagerCurtis RectorContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEECH GROVE INDEPENDENT NAZARENE CHURCH INC
5152 HORNET AVEBEECH GROVEIN46107N/APCBenevolence Fund$26,000
CLEARNOTE CHURCH OF INDIANAPOLIS INC
9101 W 10TH STINDIANAPOLISIN46234N/APCLevi George Benevolence Fund$10,000
FOUNDATION FOR WOMENS CANCER
230 W MONROE ST STE 710CHICAGOIL60606N/APCGeneral & Unrestricted$1,000
HUNTSMAN CANCER FOUNDATION
500 S HUNTSMAN WAYSALT LAKE CTYUT84108N/ASO III FIGeneral & Unrestricted$1,000
PROJECT TRANSFORMATION INDIANA
5500 N MERIDIAN STINDIANAPOLISIN46208N/APCGeneral & Unrestricted$75,000
RENEWABLE HOPE INC
PO BOX 450PENDLETONIN46064N/APCGeneral & Unrestricted$15,125
SAINT MATTHEW LUTHERAN CHURCH
6 W INDIANA AVEHAMLETIN46532N/APCto be made to the Saint Matthew Lutheran Benevolence fund$30,000
SALVATION ARMY
6060 CASTLEWAY W DRINDIANAPOLISIN46250N/APCGeneral & Unrestricted (SEE ATTACHED GENERAL EXPLANATION)$2,107
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,232TotalGrantOrContriPdDurYrAmt

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$185ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,976ExclusionAmt
FieldValueIRS element (for citing)
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)
Exclusion18ExclusionCd
Exclusion$75,886ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$123,047ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$123,047TotalIncomeProducingActyAmt

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

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 PersonRector CurtisContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111911 Promontory CtAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46236ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
IN-KIND GRANTSPART I LINE 25 AND PART XIV LINE 3ADISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF DONATED ITEMS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $2,107 TOTAL BOOK VALUE OF PROPERTY: $2,107 TOTAL AMOUNT OF GRANTS: $2,107 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: APPAREL UNITS: 83 DATE OF DISTRIBUTION: 11/23/2021 GRANT RECIPIENT: SALVATION ARMY FMV OF PROPERTY: $1,456 BOOK VALUE OF PROPERTY: $1,456 TOTAL AMOUNT OF GRANT: $1,456 DESCRIPTION OF PROPERTY: BOOKS UNITS: 5 DATE OF DISTRIBUTION: 11/23/2021 GRANT RECIPIENT: SALVATION ARMY FMV OF PROPERTY: $47 BOOK VALUE OF PROPERTY: $47 TOTAL AMOUNT OF GRANT: $47 DESCRIPTION OF PROPERTY: SPORTING GOODS UNITS: 3 DATE OF DISTRIBUTION: 11/23/2021 GRANT RECIPIENT: SALVATION ARMY FMV OF PROPERTY: $200 BOOK VALUE OF PROPERTY: $200 TOTAL AMOUNT OF GRANT: $200 DESCRIPTION OF PROPERTY: TOYS UNITS: 16 DATE OF DISTRIBUTION: 11/23/2021 GRANT RECIPIENT: SALVATION ARMY FMV OF PROPERTY: $318 BOOK VALUE OF PROPERTY: $318 TOTAL AMOUNT OF GRANT: $318 DESCRIPTION OF PROPERTY: BABY ITEMS UNITS: 2 DATE OF DISTRIBUTION: 11/23/2021 GRANT RECIPIENT: SALVATION ARMY FMV OF PROPERTY: $70 BOOK VALUE OF PROPERTY: $70 TOTAL AMOUNT OF GRANT: $70 DESCRIPTION OF PROPERTY: HOME GOODS UNITS: 1 DATE OF DISTRIBUTION: 11/23/2021 GRANT RECIPIENT: SALVATION ARMY FMV OF PROPERTY: $16 BOOK VALUE OF PROPERTY: $16 TOTAL AMOUNT OF GRANT: $16
FORM 990-PF, PARTS I AND XIVFORM 990-PF, PARTS I AND XIVTOTAL PART I, LINE 25, COLUMN (A) AND PART XIV, LINE 3A: $160,232 LESS AMOUNT COUNTED AS A QUALIFYING DISTRIBUTION ON PART XI, LINE 2: $2,107 TOTAL PART I, LINE 25, COLUMN (D): $158,125

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRUDENTIAL JENNISON INTL OPP$312,743$295,447
CAUSEWAY INTERNATIONAL VALUE F$143,514$166,582
DODGE & COX INCOME FUND$166,385$164,016
DOUBLELINE TOTAL RETURN BOND$288,141$280,608
HARDING LOEVNER INSTITUTIONAL$228,221$246,996
INVESCO S&P 500 EQUAL WEIGHT E$250,544$348,285
ISHARE SP SMALL CAP 600 INDEX$128,945$183,331
LAZARD INTL STRATEGY EQUITY PO$141,310$150,397
METROPOLITAN WEST RETURN BOND$292,406$285,961
SPDR S&P 500 ETF TRUST$343,081$501,083
VANGUARD SHORT TERM CORPORATE$169,205$169,021

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$19,404$19,404
Payroll Processing Fees$584$584
Postage/Delivery Service$100$100
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2021$1,100
990-PF Extension for 2020$420

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