EOS FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EOS FOUNDATION TR (EIN 47-7281230)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2022-12-09
- IRS object ID
- 202233489349100203
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-09T08:27:27-00:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752565401 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERRY M BALTHROP CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2333 FLORENCE ROAD | AddressLine1Txt |
| City | KELLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477281230 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EOS FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EOSF | BusinessNameControlTxt |
| Phone | 8177310241 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 121938 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GWENDOLYN WEINER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8177310241 | PhoneNum |
| Signature | 2022-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GWENDOLYN | PersonFirstNm |
| Person Last | WEINER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRY M BALTHROP | PreparerPersonNm |
| PTIN | P00588182 | PTIN |
| Phone | 8174319220 | PhoneNum |
| Preparation | 2022-12-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,474,089 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $373,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $373,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,041,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,487,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,041,437 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,908 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,903 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,417,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,417,925 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,300 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,926,867 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,926,867 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,942,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,928,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$524,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,416,325 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,538,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,375,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,375,692 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,148,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,786,649 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,098,397 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,686,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,162,341 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,474,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,504,619 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,504,619 | CapitalStockEOYAmt |
| Retained Earning BOY | -$817,841 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,342,278 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,686,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,162,341 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,686,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,162,341 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,686,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$524,437 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,162,341 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,162,341 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB MANAGED ACCOUNT | P | $51,468 | $39,536 | $11,932 | $11,932 |
| WELLS FARGO MANAGED ACCOUNT | P | $680,525 | $406,479 | $274,046 | $274,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,041,437 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,687 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,687 | SubtotalAmt |
| Tax Based On Investment Income | $19,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,026 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,026 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $9,026 | OriginalReturnTaxPaidAmt |
| Tax Due | $10,661 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIDGMAR OIL & GAS COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8177310241 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 RIDGMAR PLAZA | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GWENDOLYN WEINER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 RIDGMAR PLAZA | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 005.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,111,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,289,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $119,766 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,520,693 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $26,520,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $397,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,122,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,306,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,306,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,687 | TotalTaxAmt |
| Distributable Before Adj | $1,286,457 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,286,457 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,286,457 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,928,467 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,928,467 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,286,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $750,335 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,928,467 | QualifyingDistributionsAmt |
| Applied To Year1 | $750,335 | AppliedToYear1Amt |
| Applied To Current Year | $1,178,132 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $108,325 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GWENDOLYN WEINER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACLU FOUNDATION OF ARIZONA | |||||
| PO BOX 17148 | PHOENIX | AZ | 85011 | UNRESTRICTED DONATION | $6,000 |
| CHARITY WATCH | |||||
| PO BOX 578460 | CHICAGO | IL | 60657 | UNRESTRICTED DONATION | $100 |
| COMMON CAUSE EDUCATION FUND | |||||
| 805 1TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | UNRESTRICTED DONATION | $6,000 |
| DOCTORS WITHOUT BORDERS | |||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | UNRESTRICTED DONATION | $22,000 |
| FEED THE CHILDREN | |||||
| 333 N MERIDIAN AVE POB 36 | OKLAHOMA CITY | OK | 73101 | UNRESTRICTED DONATION | $10,000 |
| FEED THE HUNGRY | |||||
| 530 E IRELAND ROAD | SOUTH BEND | IN | 46614 | UNRESTRICTED DONATION | $5,000 |
| MERCY CORPS | |||||
| 45 SW ANKENY | PORTLAND | OR | 97204 | UNRESTRICTED DONATION | $1,200 |
| MERCY SHIPS | |||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | UNRESTRICTED DONATION | $1,000 |
| OBAMA FOUNDATION | |||||
| PO BOX 779056 | CHICAGO | IL | 60677 | UNRESTRICTED DONATION | $1,000,000 |
| OPERATION SMILE | |||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | UNRESTRICTED DONATION | $9,000 |
| PAWS FOR PURPLE HEARTS | |||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | UNRESTRICTED DONATION | $20,000 |
| PHYSICIANS COMMITTE FOR RESP MEDICINE | |||||
| 5100 WEISONSIN AVE NW SUITE 400 | WASHINGTON | DC | 20016 | UNRESTRICTED DONATION | $3,000 |
| PROJECT HOPE | |||||
| 255 CARTER HALL LANE | MILWOOD | VA | 22646 | UNRESTRICTED DONATION | $5,500 |
| RIVERTREE ACADEMY | |||||
| 5439 BONNELL AVE | FORT WORTH | TX | 76107 | UNRESTRICTED DONATION | $100,000 |
| SAVE THE CHILDREN FEDERATION | |||||
| GHWAY EAST STE 400 | FAIRFIELD | CT | 06825 | UNRESTRICTED DONATION | $18,000 |
| ST JOSEPHS INDIAN SCHOOL | |||||
| PO BOX 326 | CHAMBERLAIN | SD | 57326 | UNRESTRICTED DONATION | $500 |
| TRUST FOR TRAUMA JORNALISM INC | |||||
| 4617 S FERDINAND AVE | TAMPA | FL | 33611 | UNRESTRICTED DONATION | $100,000 |
| UNICEF USA | |||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | UNRESTRICTED DONATION | $30,000 |
| UNITY SCHOOL OF CHRISTIANITY | |||||
| 1901 NW BLUE PARKWAY | UNITY VILLAGE | MO | 64065 | UNRESTRICTED DONATION | $166,667 |
| USA FOR UNHCR | |||||
| 1310 L ST NW SUITE 450 | WASHINGTON | DC | 20005 | UNRESTRICTED DONATION | $3,000 |
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | UNRESTRICTED DONATION | $100 |
| AMERICARES | |||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | UNRESTRICTED DONATION | $8,000 |
| ARIZONA PUBLIC MEDIA | |||||
| PO BOX 210067 | TUCSON | AZ | 85721 | UNRESTRICTED DONATION | $10,000 |
| A SECOND U FOUNDATION | |||||
| PO BOX 10113 | NEW YORK | NY | 10113 | UNRESTRICTED DONATION | $10,000 |
| BLACK DOCTORS COVID19 CONSORTIUM | |||||
| 419 JOHNSON ST | JENKINTOWN | PA | 19046 | UNRESTRICTED DONATION | $7,000 |
| BOB WOODRUFF FOUNDATION | |||||
| 1350 BROADWAY STE 905 | NEW YORK | NY | 10018 | UNRESTRICTED DONATION | $20,000 |
| BRENNAN CENTER FOR JUSTICE AT NYU | |||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | UNRESTRICTED DONATION | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | UNRESTRICTED DONATION | $1,000 |
| OPERATION HOMEFRONT | |||||
| 1355 CENTRAL PARKWAY S STE 100 | SAN ANTONIO | TX | 78232 | UNRESTRICTED DONATION | $800 |
| PALM SPRINGS ART MUSEUM | |||||
| PO BOX 2310 | PALM SPRINGS | CA | 92263 | UNRESTRICTED DONATION | $28,000 |
| PETA | |||||
| 501 FRONT ST | NORFOLD | VA | 23510 | UNRESTRICTED DONATION | $5,000 |
| UNITARIAN UNIVERSALIST SERVICE COMMITTEE | |||||
| 689 MASSACHUSETTS | CAMBRIDGE | MA | 02139 | UNRESTRICTED DONATION | $1,000 |
| UNITED NEGRO COLLEGE FUND | |||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | UNRESTRICTED DONATION | $10,000 |
| UNIVERSITY OF AZ FOUNDATION-FLANDRAU PLANETARIUM | |||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85719 | UNRESTRICTED DONATION | $318,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,926,867 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $373,585 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,041,437 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,417,930 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,417,930 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS STOCKS WELLS FARGO | $6,623,208 | $7,929,857 |
| MUTUAL FUNDS STOCKS SCHWAB | $4,163,441 | $12,168,540 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CASH BACK REWARDS | $2,903 | $2,903 |
| ENTERPRISE PRODUCTS K-1 | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $12,300 | Amt |
Comments