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KARL AND ALICE RUPPENTHAL FOUNDATION FOR THE ARTS: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KARL AND ALICE RUPPENTHAL FOUNDATION FOR THE ARTS (EIN 68-0290059)
Tax period
2019-01-01 to 2019-12-31
Filed
2022-10-28
IRS object ID
202243019349100734
Schema version
2019v5.0
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)
Return2022-10-28T15:06:58-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943345366PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bailey & Utley CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1303 West Joaquin Ave 280AddressLine1Txt
CitySan LeandroCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94577ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680290059EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Karl and Alice Ruppenthal FoundationBusinessNameLine1Txt
Business Name Line2For The ArtsBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKARLBusinessNameControlTxt
Phone5105953656PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16166 Buena Vista AveAddressLine1Txt
CityOaklandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94618ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSara KatzPersonNm
Person TitleRepresentativePersonTitleTxt
Signature2022-10-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAlicia M UtleyPreparerPersonNm
PTINP01074236PTIN
Phone5106141895PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$924,533FMVAssetsEOYAmt
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$10,552InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,552InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10,552InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$16,400DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,400DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,400DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$13,145NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$159,544GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,145CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$280NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$40,097TotalRevAndExpnssAmt
Total Net Invst Incm$40,097TotalNetInvstIncmAmt
Total Adj Net Incm$27,232TotalAdjNetIncmAmt
Interest Rev And Expnss$242InterestRevAndExpnssAmt
Interest Net Invst Incm$242InterestNetInvstIncmAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$10,152OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,152OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$10,419TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,419TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$171,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$171,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$181,919TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,419TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$171,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$141,822ExcessRevenueOverExpensesAmt
Net Investment Income$29,678NetInvestmentIncomeAmt
Adjusted Net Income$27,232AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$106,017CashBOYAmt
Cash EOY$2,979CashEOYAmt
Cash EOYFMV$2,979CashEOYFMVAmt
US Government Obligations BOY$20,980USGovernmentObligationsBOYAmt
US Government Obligations EOY$20,672USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$20,672USGovtObligationsEOYFMVAmt
Corporate Stock BOY$374,044CorporateStockBOYAmt
Corporate Stock EOY$311,837CorporateStockEOYAmt
Corporate Stock EOYFMV$311,837CorporateStockEOYFMVAmt
Other Investments BOY$431,434OtherInvestmentsBOYAmt
Other Investments EOY$589,045OtherInvestmentsEOYAmt
Other Investments EOYFMV$589,045OtherInvestmentsEOYFMVAmt
Total Assets BOY$932,475TotalAssetsBOYAmt
Total Assets EOY$924,533TotalAssetsEOYAmt
Total Assets EOYFMV$924,533TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,494,663CapitalStockBOYAmt
Capital Stock EOY$1,494,663CapitalStockEOYAmt
Retained Earning BOY-$562,188RetainedEarningBOYAmt
Retained Earning EOY-$570,130RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$932,475TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$924,533TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$932,475TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$924,533TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$932,475TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$141,822ExcessRevenueOverExpensesAmt
Other Increases$133,880OtherIncreasesAmt
Subtotal$924,533SubtotalAmt
Tot Net Ast Or Fund Balances EOY$924,533TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
National Financial Services LLCP2011-01-012019-01-01$14,060$8,373$5,687$5,687
National Financial Services LLCP2019-01-012019-01-01$30,364$30,084$280$280
National Financial Services LLCP2011-01-012019-01-01$115,120$107,942$7,178$7,178
FieldValueIRS element (for citing)
Capital Gain Net Income$13,145CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$280NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$594InvestmentIncomeExciseTaxAmt
Subtotal$594SubtotalAmt
Tax Based On Investment Income$594TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,343EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,343TotalPaymentsAndCreditsAmt
Overpayment$749OverpaymentAmt
Applied To ES Tax$749AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Sara KatzBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5105953656PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16166 Buena Vista AveAddressLine1Txt
CityOaklandCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94618ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Sara Katz
6166 Buena Vista AveOaklandCA94618President5.00$0
Josephine Maxon
6166 Buena Vista AveOaklandCA94618Secretary3.00$0
Heather Katz
6166 Buena Vista AveOaklandCA94618At Large Member3.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Given that The Karl and Alice Ruppenthal Foundation's main, goal is the support of music and art, in 2015, the largest direct charitable activity was for the support of various training and education programs of young opera singers as well as support of production of artistic programs and art education. The majority of the expenses incurred were related to accounting, tax compliance and payment of tax liabilities.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$594TaxBasedOnInvestmentIncomeAmt
Total Tax$594TotalTaxAmt
Distributable Before Adj$594DistributableBeforeAdjAmt
Distributable Before Ded$594DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$171,500ExpensesAndContributionsAmt
Qualifying Distributions$171,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$171,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$47,377ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,094ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$38,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$60,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$210,971TotalExcessDistributionCyovAmt
Qualifying Distributions$171,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$171,500RemainingDistriFromCorpusAmt
Total Corpus$382,471TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$47,377ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$335,094ExcessDistriCyovToNextYrAmt
Excess From Year4$12,094ExcessFromYear4Amt
Excess From Year3$53,000ExcessFromYear3Amt
Excess From Year2$38,000ExcessFromYear2Amt
Excess From Year1$60,500ExcessFromYear1Amt
Excess From Current Year$171,500ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Aurora Theater Company
2081 Addison StreetBerkeleyCA94704NoneHelp support music and art training and education$1,500
Berkeley Repertory Theater
999 Harrison StreetBerkeleyCA94710NoneHelp support music and art training and education$4,000
Philharmonia Baroque Orchestra
414 Mason Street 606San FranciscoCA94102NoneHelp support music and art training and education$2,500
San Francisco Opera
301 Van Ness AvenueSan FranciscoCA94102NoneHelp support music and art training and education$2,000
San Francisco Conservatory of Music
50 Oak StreetSan FranciscoCA94102NoneHelp support music and art training and education$1,000
American Bach Soloists
44 Page Street 403San FranciscoCA94102NoneHelp support music and art training and education$1,500
San Francisco Girls Chorus
44 Page Street 200San FranciscoCA94102NoneHelp support music and art training and education$1,000
Early Childhood Mental Health
4101 Macdonald AvenueRichmondCA94805NoneHelp support music and art training and education$1,000
Students Rising Above
P O Box 29174San FranciscoCA94129NoneHelp support music and art training and education$5,000
YMCA of theEast Bay Area
2001 Allston WayBerkeleyCA94704NoneHelp support music and art training and education$1,500
Read Aloud Volunter Program
13831 San Pablo Ave Bldg 5San PabloCA94806NoneHelp support music and art training and education$5,500
Youth Radio
1701 BoradwayOaklandCA94612NoneHelp support music and art training and education$5,000
One World Children's Fund
1016 Lincoln BoulevardSan FranciscoCA94129NoneHelp support music and art training and education$5,000
Rosenberg Fund For Children
116 Pleasant Street 3498EasthamptonMA01027NoneHelp support music and art training and education$2,000
Medcial Clown Project
1138 Cola BallenaAlamedaCA94501NoneHelp support music and art training and education$4,000
Berkeley Community Chorus
P O Box 310BekeleyCA94701NoneHelp support music and art training and education$10,000
San Francisco Symphony
201 Van Ness AveSan FranciscoCA94102NoneHelp support music and art training and education$2,000
Berkeley Chamber Performances
6166 Buena VistaOaklandCA94618NoneHelp support music and art training and education$10,000
Merola Foundation
601 Van NessSan FranciscoCA94102NoneHelp support music and art training and education$3,000
Niroga Institute
111 Fairmont AveOaklandCA94611NoneHelp support music and art training and education$3,000
Paso Pacifico Foundation
P O Box 1244VenturaCA93002NoneHelp support music and art training and education$2,000
A Better Way Development Dept
3200 Adeline StreetBerkeleyCA94703NoneHelp support music and art training and education$3,000
Community Education Partnerships De
P O Box 5632BerkeleyCA94705NoneHelp support music and art training and education$3,000
Crucible Youth Program
1260 7th StreetOaklandCA94607NoneHelp support music and art training and education$15,000
Girls Incorporated of Alameda Count
510 16th StreetOaklandCA94612NoneHelp support music and art training and education$3,000
West Edge Opera
1700 Shattuck AvenueBerkeleyCA94709NoneHelp support music and art training and education$1,000
Young Musicians Choral Orchestra
2020 Milvia Street Ste 420BerkeleyCA94704NoneHelp support music and art training and education$2,000
Regents - UC Berkeley Cal Performan
101 Zellerbach Hall 4800BerkeleyCA94720NoneHelp support music and art training and education$1,000
UUCB Building Maintenance Fund
Once Lawson RoadKensingtonCA94707Help support music and art training and education$31,000
US Fund for UNICEF
125 Maiden Lane 11th FloorNew YorkNY10038Help support music and art training and education$1,000
Union of Concerned Scientists
500 12th Street 340OaklandCA94607Help support music and art training and education$1,000
National Resources Defense Council
111 Sutter Street 21st floorSan FranciscoCA94104Help support music and art training and education$7,000
International Rescue Committee
440 Grand Avenue 500OaklandCA94610Help support music and art training and education$2,000
FINCA
1201 15th Street NW 8th floorWashingtonDC20005Help support music and art training and education$4,000
American Refugee Committee
615 First Ave NE Ste 500MinneapolisMN55413Help support music and art training and education$4,000
American Friends Service Community
1501 Cherry StreetPhiladelphiaPA19102Help support music and art training and education$3,000
USA for UNHCR Refugee Agency
1775 K Street NW Suite 580WashingtonDC20006Help support music and art training and education$2,000
Environmental Defense Fund
257 Park Avenue SouthNew YorkNY10010Help support music and art training and education$5,000
Bay Area Cancer Connections
2335 El Camino RealPalo AltoCA94306Help support music and art training and education$1,000
350Org
20 Jay Street Ste 732BrooklynNY11201Help support music and art training and education$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$171,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,552ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,400ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,145RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescDividend DistributionsDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,952ExclusionAmt
Related Or Exempt Function Incm$13,145RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,097TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3Amounts reported in Column E represent the earnings from the cash accounts held by the Foundation and used to funds its charitable activities.
4Amounts reported in Column E represent the earnings from the securities accounts held by the Foundation and used to funds its charitable activities.

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Corporate Bonds #593770$98,524$98,524
Equities #08057$213,313$213,313

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$20,672StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$20,672StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Mutual Funds #08057FMV$541,899$541,899
Corporate Bonds #08057AT COST$47,146$47,146

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Filing Fees$25$25
Investment Advisory Fees$10,127$10,127

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryStateCategoryTxt
Amt$25Amt
Net Investment Income$25NetInvestmentIncomeAmt

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