EDWALDAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDWALDAN FOUNDATION (EIN 72-1372677)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2022-11-28
- IRS object ID
- 202243329349100404
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-28T11:49:57-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261161272 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH M BRODAY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 MONTCLAIR RD STE 201 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352132421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721372677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWALDAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 2059676482 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3017 WARRINGTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 352232719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH W DANIEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2059676482 | PhoneNum |
| Signature | 2022-11-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | DANIEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M BRODAY CPA | PreparerPersonNm |
| PTIN | P00290534 | PTIN |
| Phone | 2058719148 | PhoneNum |
| Preparation | 2022-11-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $286,687 | 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 | $4,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,098 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,098 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,674 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,772 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,098 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,390 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,390 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,189 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,189 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $118 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $118 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,000 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,000 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,772 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,098 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,699 | CashBOYAmt |
| Cash EOY | $14,190 | CashEOYAmt |
| Cash EOYFMV | $14,190 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,466 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $248,758 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $234,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $272,292 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $260,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $249,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $286,687 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $260,923 | RetainedEarningBOYAmt |
| Retained Earning EOY | $249,319 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $260,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $249,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $260,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $249,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $260,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,604 | ExcessRevenueOverExpensesAmt |
| Subtotal | $249,319 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $249,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,674 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $150 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $150 | SubtotalAmt |
| Tax Based On Investment Income | $150 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $150 | 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 | AL | 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 |
| Individual With Books | JUDITH W DANIEL | IndividualWithBooksNm |
| Phone | 2059676482 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3017 WARRINGTON ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35223 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JUDITH W DANIEL | ||||||||
| 3017 WARRINGTON ROAD | BIRMINGHAM | AL | 35223 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| W ANDREW DANIEL | ||||||||
| 3017 WARRINGTON ROAD | BIRMINGHAM | AL | 35223 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HEATHER L PRECISE | ||||||||
| 3429 SAGEWOOD TRAIL | BIRMINGHAM | AL | 35243 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES C MUSGRAVE | ||||||||
| 9116 PROVIDENCE AVE | SILVER SPRINGS | MD | 20901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO MAKE DONATIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ENDEAVORS. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $247,819 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $261,100 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $261,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $257,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,859 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,859 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $150 | TotalTaxAmt |
| Distributable Before Adj | $12,709 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,709 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,709 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,697 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $27,697 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $27,697 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,709 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,618 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,310 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,443 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,186 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,253 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,810 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,697 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,709 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,988 | RemainingDistriFromCorpusAmt |
| Total Corpus | $96,798 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,618 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $81,180 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,310 | ExcessFromYear4Amt |
| Excess From Year3 | $20,443 | ExcessFromYear3Amt |
| Excess From Year2 | $14,186 | ExcessFromYear2Amt |
| Excess From Year1 | $16,253 | ExcessFromYear1Amt |
| Excess From Current Year | $14,988 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| A WIDER CIRCLE | ||||||
| 9159 BROOKVILLE RD | SILVER SPRING | MD | 20910 | SELF-HELP/AID | $500 | |
| ALABAMA CHILDRENS HOSPITAL FDN | ||||||
| 1600 7TH AVE S | BIRMINGHAM | AL | 35233 | MEDICAL | $5,000 | LEE BUILDING SUITE 201 |
| AMERICAN HORTICULTURAL SO | ||||||
| 7931 EAST BOULEVARD DRIVE | ALEXANDRIA | VA | 22308 | ENVIRONMENTAL | $1,000 | |
| BIRMINGHAM MUSIC CLUB GUILD | ||||||
| 1807 2ND AVE S | BIRMINGHAM | AL | 35203 | ARTS | $500 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 WEST 44TH STREET | NEW YORK | NY | 10036 | MEDICAL | $2,000 | SUITE 609 |
| CAPITAL CARING | ||||||
| 3180 FAIRVIEW PARK DRIVE | FALLS CHURCH | VA | 22042 | MEDICAL | $2,000 | SUITE 500 |
| CHESAPEAKE BAY FOUNDATION | ||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | ENVIRONMENT | $500 | |
| NORTHERN VIRGINIA CONSERVATION TRUS | ||||||
| 4022 HUMMER RD | ANNADALE | VA | 22003 | ENVIRONMENTAL | $1,000 | |
| OHIO WESLEYAN UNIVERSITY | ||||||
| 61 S SANDUSKY STREET | DELAWARE | OH | 43015 | EDUCATIONAL | $1,000 | |
| SHEPHERD'S TABLE INC | ||||||
| 8106 GEORGIA AVE | SILVER SPRING | MD | 20910 | SELF-HELP/AID | $500 | |
| SMILE-A-MILE | ||||||
| 1600 2ND AVE S | BIRMINGHAM | AL | 35233 | SELF -HELP/AID | $1,000 | |
| THE NATURE CONSERVANCY OF AL | ||||||
| 2100 1ST AVE N | BIRMINGHAM | AL | 35203 | ENVIRONMENTAL | $500 | |
| UAB DIV OF ADOLESCENT MEDICINE | ||||||
| 1720 2ND AVE S | BIRMINGHAM | AL | 35294 | MEDICAL | $2,000 | |
| WBHM PUBLIC RADIO | ||||||
| 650 11TH STREET S | BIRMINGHAM | AL | 35233 | ARTS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,098 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,995 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,093 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,093 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME FROM INVESTMENTS DONATED TO OTHER CHARITABLE ORGANIZATIONS. |
| 8 | INCOME FROM INVESTMENTS DONATED TO OTHER CHARITABLE ORGANIZATIONS. |
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 | ANNUAL 990PF PREPARATION FEE | CategoryTxt |
| Amt | $1,390 | Amt |
| Disbursements Charitable Prps | $1,390 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| AMG YACKMAN FD 1 | PURCHASE | 2020-12 | $2,470 | $2,270 | $200 |
| EDGEWOOD GROWTH FD | PURCHASE | 2020-12 | $2,470 | $1,871 | $599 |
| BLACKROCK MULTI ASSET | PURCHASE | 2021-03 | $13,953 | $13,627 | $326 |
| EDGEWOOD GROWTH FD | PURCHASE | 2021-03 | $1,307 | $1,018 | $289 |
| JAMES HENDERSON ENTERPRISE | PURCHASE | 2021-03 | $9,666 | $5,759 | $3,907 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $234,924 | BookValueAmt |
| EOYFMV | $272,292 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,189 | Amt |
| Disbursements Charitable Prps | $2,189 | DisbursementsCharitablePrpsAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ERO WAS EXPERIENCING COMPUTER NETWORK PROBLEMS THAT PROHIBITED HIM FROM FILING ELECTRONICALLY AND COULD NOT RESOLVE THEM QUICKLY. TAX RETURN WAS ORIGINALLY PAPER FILED TO SAFELY AVOID ANY FURTHER DELAYS. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $118 | Amt |
| Disbursements Charitable Prps | $118 | DisbursementsCharitablePrpsAmt |
Comments