SCRIPPS FAMILY FUND FOR EDUCATION AND THE ARTS: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCRIPPS FAMILY FUND FOR EDUCATION AND THE ARTS (EIN 47-2630731)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-09
- IRS object ID
- 202100999349100405
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-09T11:08:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352181574 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRAMAR SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 GRANDVIEW DR SUITE 400 | AddressLine1Txt |
| City | FT MITCHELL | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 410172086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472630731 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCRIPPS FAMILY FUND FOR EDUCATION | BusinessNameLine1Txt |
| Business Name Line2 | AND THE ARTS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCRI | BusinessNameControlTxt |
| Phone | 8595815758 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 250 GRANDVIEW DR NO 400 | AddressLine1Txt |
| City | FT MITCHELL | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA SCRIPPS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8595815758 | PhoneNum |
| Signature | 2021-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | SCRIPPS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN KEMPTON | PreparerPersonNm |
| PTIN | P00964653 | PTIN |
| Phone | 8596554514 | PhoneNum |
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 | 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 | $23,996,403 | 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 | $346,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $346,414 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $323,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,228,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $323,311 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $669,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $669,725 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,514 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,757 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,757 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $72,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,684 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,684 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,470,469 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,470,469 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,639,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,568,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$970,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $608,668 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,405,337 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,625,370 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,625,370 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $17,833,882 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,643,607 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,371,033 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,239,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,268,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,996,403 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $153,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $310,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $153,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $310,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,085,719 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,958,977 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,085,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,958,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,239,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,268,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,085,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$970,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,115,477 | SubtotalAmt |
| Other Decreases | $156,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,958,977 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,170.464 SHS VANGUARD GR INDX INS | P | 2018-04-12 | 2020-03-26 | $260,200 | $233,094 | $27,106 | $27,106 |
| 14,524.034 SHS DFA INT EXT QUALITY | P | 2018-04-12 | 2020-03-26 | $154,100 | $151,195 | $2,905 | $2,905 |
| 1,555.506 SHS VANGUARD GR INDX INS | P | 2018-04-12 | 2020-04-23 | $138,300 | $114,361 | $23,939 | $23,939 |
| 1,458.886 SHS DFA INT EXT QUALITY | P | 2018-04-12 | 2020-04-23 | $16,500 | $15,187 | $1,313 | $1,313 |
| 7,276.484 SHS VANGUARD GR INDX INS | P | 2018-04-12 | 2020-09-04 | $862,700 | $534,967 | $327,733 | $327,733 |
| 46,636.281 SHS DFA ST EXTND QUALITY | P | 2019-08-21 | 2020-10-29 | $511,600 | $509,735 | $1,865 | $1,865 |
| 1,711.828 SHS VANGUARD GR INDX INS | P | 2018-04-12 | 2020-10-29 | $199,000 | $125,854 | $73,146 | $73,146 |
| 2,549.125 SHS VANGUARD VL INDX INS | P | 2018-04-12 | 2020-04-23 | $94,700 | $103,724 | -$9,024 | -$9,024 |
| 6,184.834 SHS DFA INTL CORE EQUITY | P | 2018-04-12 | 2020-09-04 | $78,300 | $90,422 | -$12,122 | -$12,122 |
| 2,356.729 SHS DFA US SMALL CAP POR | P | 2019-08-21 | 2020-09-04 | $73,200 | $76,146 | -$2,946 | -$2,946 |
| 2,469.578 SHS DFA US SMALL CAP VAL | P | 2019-08-21 | 2020-09-04 | $69,000 | $75,940 | -$6,940 | -$6,940 |
| 1,503.244 SHS VANGUARD SMID CP VL | P | 2018-04-12 | 2020-09-04 | $41,700 | $47,172 | -$5,472 | -$5,472 |
| 1,665.039 SHS DFA EMERGING MARKETS | P | 2018-04-12 | 2020-09-04 | $34,100 | $39,495 | -$5,395 | -$5,395 |
| 14,930.041 SHS DFA INTL CORE EQUITY | P | 2018-04-12 | 2020-10-29 | $181,400 | $218,277 | -$36,877 | -$36,877 |
| 3,676.959 SHS VANGUARD VL INDX INS | P | 2018-04-12 | 2020-10-29 | $146,895 | $149,615 | -$2,720 | -$2,720 |
| 4,219.737 SHS DFA EMERGING MARKETS | P | 2018-04-12 | 2020-10-29 | $86,800 | $100,092 | -$13,292 | -$13,292 |
| 2,891.478 SHS DFA US SMALL CAP VAL | P | 2019-08-21 | 2020-10-29 | $79,400 | $88,913 | -$9,513 | -$9,513 |
| 2,343.750 SHS VANGUARD SMID CP VL | P | 2018-04-12 | 2020-10-29 | $64,500 | $73,547 | -$9,047 | -$9,047 |
| 2,191.558 SHS DFA US SMALL CAP POR | P | 2019-08-21 | 2020-10-29 | $68,552 | $70,809 | -$2,257 | -$2,257 |
| 449.107 SHS DFA US SMALL CAP POR | P | 2019-01-09 | 2020-10-29 | $14,048 | $14,246 | -$198 | -$198 |
| 60,234.742 SHS DFA ST EXTND QUALITY | P | 2019-08-21 | 2020-03-26 | $641,500 | $658,366 | -$16,866 | -$16,866 |
| 5,697.256 SHS VANGUARD VL INDX INS | P | 2020-09-04 | 2020-10-29 | $227,605 | $239,000 | -$11,395 | -$11,395 |
| 14,649.197 SHS DFA INT EXT QUALITY | P | 2020-09-04 | 2020-10-29 | $173,300 | $174,618 | -$1,318 | -$1,318 |
| CAPITAL GAINS DIVIDENDS | P | $10,686 | $10,686 | $10,686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $323,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,275 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,275 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,815 | OverpaymentAmt |
| Applied To ES Tax | $2,815 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://SFFEA.ORG/ | WebsiteAddressTxt |
| Individual With Books | MIRAMAR SERVICES INC | IndividualWithBooksNm |
| Phone | 8595815758 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 GRANDVIEW DR SUITE 400 | AddressLine1Txt |
| City | FT MITCHELL | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| J SEBASTIAN SCRIPPS | ||||||||
| 250 GRANDVIEW DR SUITE 400 | FT MITCHELL | KY | 41017 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| BARBARA BRIGGS SCRIPPS | ||||||||
| 250 GRANDVIEW DR SUITE 400 | FT MITCHELL | KY | 41017 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MIRAMAR FIDUCIARY CORP INC | |||||
| 100 WEST LIBERTY ST 10TH FLOOR | RENO | NV | 89501 | INVESTMENT ADVISORY SERVICES, ACCOUNTING, TAX & ADMINISTRATIVE SERVICES | $83,814 |
| MISSIONBRIDGE PHILANTHROPY LLC | |||||
| PO BOX 69 | QUECHEE | VT | 05059 | ADVISORY SERVICES | $72,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,125,127 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,870,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,995,935 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,995,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $329,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,665,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,083,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,083,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,460 | TotalTaxAmt |
| Distributable Before Adj | $1,074,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,074,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,074,840 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,568,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,568,410 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,568,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,074,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $52,963 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $202,784 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $255,747 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,568,410 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,074,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $493,570 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $749,317 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $749,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,963 | ExcessFromYear4Amt |
| Excess From Year1 | $202,784 | ExcessFromYear1Amt |
| Excess From Current Year | $493,570 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J SEBASTIAN SCRIPPS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS AGENCY INC | |||||||
| 1315 MAIN STREET SUITE 2 | WILLIMANTIC | CT | 06226 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $10,000 |
| AMERICARES FREE CLINICS | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $10,000 |
| BRIGHTON CENTER INC | |||||||
| PO BOX 325 | NEWPORT | KY | 41072 | NONE | PUBLIC CHARITY | SUPPORT THE CENTER FOR EMPLOYMENT TRAINING PROGRAM | $12,500 |
| BROOKLYN MIDDLE SCHOOL | |||||||
| 119 GORMAN ROAD | BROOKLYN | CT | 06234 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $400 |
| BUILDING ONE COMMUNITY | |||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS AND SUPPORT A PILOT TECHNOLOGY LENDING LIBRARY | $70,000 |
| CHILDREN OF PROMISE NYC | |||||||
| 54 MACDONOUGH STREET | BROOKLYN | NY | 11216 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS AND SUPPORT FOR EXPANSION TO SECOND LOCATION IN SOUTH BRONX | $42,000 |
| CHILDREN'S MUSEUM OF SOUTHEASTERN CONNECTICUT DBA NIANTIC CHILDREN'S MUSEUM | |||||||
| 409 MAIN STREET | NIANTIC | CT | 06357 | NONE | PUBLIC CHARITY | SUPPORT TO CREATION OF FIVE VIRTUAL EDUCATIONAL PROGRAMS FOR 50 ALLIANCE DISTRICT KINDERGARTEN THROUGH FOURTH GRADE CALSSROOMS AND SUPPORT FOR THE COVID-19 CRISIS | $20,680 |
| COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | |||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $10,000 |
| COMMUNITY FOUNDATION OF EASTERN CONNECTICUT | |||||||
| 68 FEDERAL STREET PO BOX 769 | NEW LONDON | CT | 06320 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $70,000 |
| CONNECTICUT AERONAUTICAL HISTORICAL ASSOCIATION DBA NEW ENGLAND AIR MUSEUM | |||||||
| 36 PERIMETER ROAD | WINDSOR LOCKS | CT | 06096 | NONE | PUBLIC CHARITY | SUPPORT ACCESS TO THE SOAR PROGRAM FOR UNDERSERVED SCHOOLS IN CONNECTICUT | $25,000 |
| CONNECTICUT AUDUBON SOCIETY INC - CENTER AT POMFRET | |||||||
| PO BOX 11 | POMFRET | CT | 06259 | NONE | PUBLIC CHARITY | SUPPORT THE CENTER AT POMFRET TO PROVIDE THE SCIENCE IN NATURE EDUCATION PROGRAM TO 25 NEW ELEMENTARY CLASSROOOMS IN WINDHAM COUNTY AND PROVIDE FUNDING TO CONTINUE ELEMENTARY SCHOOL PROGRAMMING IN KILLINGLY AND PUTNAM, AND TO HIRE A PART TIME EDUCATOR | $33,000 |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-205 | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $5,000 |
| CONNECTICUT HUMANITIES COUNCIL | |||||||
| 100 RIVERVIEW CENTER SUITE 270 | MIDDLETOWN | CT | 06457 | NONE | PUBLIC CHARITY | SUPPORT EXPANSION OF THE BOOK VOYAGERS PROGRAMS IN EASTERN CONNECTICUT AND SUPPORT OF CONTENT DEVELOPMENT AND EXPANDED ACCESS FOR THE TEACH IT ONLINE RESOURCE FOR EDUCATORS AND STUDENTS | $84,235 |
| CONNECTICUT SCIENCE CENTER | |||||||
| 250 COLUMBUS BOULEVARD | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | SUPPORT TO DEVELOP A NEW SCIENCE IN MOTION OUTREACH PROGRAM AND SUPPORT THE REDEVELOPMENT OF THE CURRENT TEACHER PROFESSIONAL DEVELOPMENT PROGRAM INTO THE NEW INTEGRATING STEM | $86,500 |
| CONNECT-US | |||||||
| 855 MAIN STREET 10TH FLOOR | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | SUPPORT OF THE YOUTH LEADERSHIP TEAM PROGRAM | $30,000 |
| DAY KIMBALL HEALTHCARE INC | |||||||
| 309 POMFRET STREET BOX 632 | POMFRET | CT | 06260 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $40,000 |
| DISCOVERING AMISTAD INC | |||||||
| 129 CHURCH ST STE 521 | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | SUPPORT THE PILOT LEADERSHIP ACADEMY SUMMER PROGRAM | $35,000 |
| DISCOVERY MUSEUM INC | |||||||
| 4450 PARK AVENUE | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS AND TO ASSIST WITH THE ORGANIZATION'S EXPENSES RELATED TO RE-OPENING THE MUSEUM | $20,000 |
| ETHEL WALKER SCHOOL INC | |||||||
| 230 BUSHY HILL ROAD | SIMSBURY | CT | 06070 | NONE | PUBLIC CHARITY | SUPPORT THE 2020 VIRTUAL HORIZONS LITERACY LEADERS SUMMER PROGRAM | $12,000 |
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION | |||||||
| 40 RICHARDS AVENUE | NORWALK | CT | 06854 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $10,000 |
| GOODSPEED OPERA HOUSE FOUNDATION INC | |||||||
| POST OFFICE BOX A | EAST HADDAM | CT | 064230281 | NONE | PUBLIC CHARITY | SUPPORT OF THE VIRTUAL GALA | $50,000 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | |||||||
| 10 COLUMBUS BOULEVARD 8TH FLOOR | HARTFORD | CT | 06106 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $60,000 |
| HARTFORD STAGE COMPANY | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | SUPPORT TO RENEW FUNDING TO SUPPORT DELIVERY OF THE CONNECTIONS THEATRE-BASED LITERACY PROGRAM IN HARTFORD PUBLIC SCHOOLS AND TO RENEW SCHOLARSHIP FUNDING FOR SUMMER STUDIOS | $47,000 |
| HORIZONS BRIDGEPORT INC | |||||||
| 1057 BROAD STREET | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | SUPPORT FOR GENERAL OPERATING EXPENSES OF THE ORGRANIZATION, GROWTH OF THE HIGH SCHOOL PROGRAM, AND THE HORIZONS AT NOTRE DAME AFFILIATE | $80,000 |
| HORIZONS NATIONAL STUDENT ENRICHMENT PROGRAM INC | |||||||
| 120 POST ROAD WEST SUITE 202 | WESTPORT | CT | 06880 | NONE | PUBLIC CHARITY | SUPPORT FOR SCHOOL YEAR PROGRAMMING AT AFFILIATE SITES AND PROFESSIONAL DEVELOPMENT FOR THE NETWORK'S TEACHERS, STAFF AND LEADERSHIP | $75,000 |
| HOUSATONIC COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 900 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 06604 | NONE | PUBLIC CHARITY | SUPPORT FOR VOCATIONAL BOOK FUND AND TO LAUNCH A NEW TEXTBOOK LENDING LIBRARY | $30,000 |
| INTER DISTRICT COMMITTEE FOR PROJECT OCEANOLOGY | |||||||
| 1084 SHENNECOSSETT ROAD | GROTON | CT | 06340 | NONE | PUBLIC CHARITY | SUPPORT FOR THE COVID-19 CRISIS TO PROVIDE SCHOLARSHIP SUPPORT FOR SUMMER DAY CAMPS | $5,000 |
| LA SOUPE INC | |||||||
| 915 E MCMILLAN ST | CINCINNATI | OH | 45206 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 RELIEF EFFORTS THROUGH THE COMMUNITY KITCHEN PROGRAM | $12,500 |
| MOOSUP ELEMENTARY SCHOOL | |||||||
| 35 CHURCH STREET | MOOSUP | CT | 06354 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $400 |
| NATIONAL MUSEUM OF MATHEMATICS - MOMATH | |||||||
| 134 W 26TH STREET SUITE 4-S | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION PROGRAMMING FOR NYC PUBLIC SCHOOL STUDENTS | $40,000 |
| NEW CANAAN COMMUNITY FOUNDATION | |||||||
| 111 CHERRY STREET | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $25,000 |
| NEW HAVEN FREE PUBLIC LIBRARY FOUNDATION INC | |||||||
| 133 ELM STREET | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | SUPPORT THE READY FOR THE GRADE SUMMER READING PROGRAM | $7,000 |
| OPENING ACT INC | |||||||
| 81 PROSPECT STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | SUPPORT A PILOT PROGRAM TO EXPAND THE AFTER SCHOOL THEATRE PROGRAM IN MIDDLE SCHOOLS | $30,000 |
| PLAINFIELD HIGH SCHOOL | |||||||
| 87 PUTNAM ROAD | CENTRAL VILLAGE | CT | 06332 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $400 |
| PLAINFIELD MEMORIAL SCHOOL | |||||||
| 95 CANTERBURY ROAD | WILLIMANTIC | CT | 06374 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $120 |
| POMFRET COMMUNITY SCHOOL | |||||||
| 20 POMFRET STREET | POMFRET CENTER | CT | 06259 | NONE | GOVERNMENTAL ENTITY | FIELDTRIP TRANSPORTATION | $464 |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | SUPPORT TO SUSTAIN AND EXPAND SITES IN WINDHAM AND NEW LONDON | $30,000 |
| READ TO GROW INC | |||||||
| 53 SCHOOL GROUND ROAD | BRANDFORD | CT | 06405 | NONE | PUBLIC CHARITY | RENEW FUNDING TO SUSTAIN THE BOOKS FOR BABIES AND BOOK PLACES PROGRAMS AND EXPAND NEW MODELS FOR BOOK DISTRIBUTION IN NORTHEAST CONNECTICUT AND SUPPORT DURING THE COVID-19 CRISIS | $35,000 |
| SEA RESEARCH FOUNDATION INC DBA MYSTIC AQUARIUM | |||||||
| 55 COOGAN BOULEVARD | MYSTIC | CT | 06355 | NONE | PUBLIC CHARITY | SUPPORT EASTCONN STEM EDUCATION PARTNERSHIP PROGRAM | $47,000 |
| SOUNDWATERS INC | |||||||
| 1281 COVE ROAD | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | SUPPORT DEVELOPMENT AND DISTRIBUTION OF VIRTUAL FIELD TRIPS AND SCHOLARSHIP FUNDING FOR IN-PERSON PROGRAMS | $30,000 |
| TEAK FELLOWSHIP INC | |||||||
| 16 WEST 22ND STREET 3RD FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | SUPPORT CULTURAL ENRICHMENT AND EDUCATION PROGRAMMING | $35,000 |
| THE CALEB GROUP INC | |||||||
| 491 HUMPHREY STREET | SWAMPSCOTT | MA | 01907 | NONE | PUBLIC CHARITY | SUPPORT THE READY FOR THE GRADE SUMMER READING PROGRAM | $9,270 |
| THE CHILDREN'S VILLAGE INC | |||||||
| ONE ECHO HILLS | DOBBS FERRY | NY | 10522 | NONE | PUBLIC CHARITY | PROVIDE TUTORING SUPPORT FOR ACADEMIC SUCCESS AND PROVIDE A DRAMA THERAPY PROGRAM FOR HIGH NEED YOUTH | $50,000 |
| THE HISPANIC ALLIANCE OF SOUTHEASTERN CONNECTICUT INC | |||||||
| PO BOX 227 | NEW LONDON | CT | 06320 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $5,000 |
| THE KLEIN MEMORIAL AUDITORIUM FOUNDATION | |||||||
| 910 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | NONE | PUBLIC CHARITY | SUPPORT THE KLEIN THEATER ARTS PROGRAM | $30,000 |
| THE NEW-YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST 77TH ST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | SUPPORT THE DEVELOPMENT AND DISSEMINATION OF HISTORY @ HOME VIRTUAL PROGRAMMING FOR TEACHERS AND STUDENTS | $50,000 |
| THOMPSON ECUMENICAL EMPOWERMENT GROUP INC | |||||||
| PO BOX 664 15 THATCHER ROAD | NORTH GROSVENORDALE | CT | 06255 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $5,000 |
| WADSWORTH ATHENEUM MUSEUM OF ART | |||||||
| 600 MAIN STREET | HARTFORD | CT | 06103 | NONE | PUBLIC CHARITY | SUPPORT FOR VIRTUALIZATION OF SCHOOL AND TEACHER PROGRAMS | $30,000 |
| WAVENY CARE CENTER INC AKA WAVENY LIFECARE NETWORK | |||||||
| 3 FARM ROAD | NEW CANAAN | CT | 06840 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS THROUGH THE HEALING TOGETHER APPEAL | $15,000 |
| WINDHAM AREA INTERFAIR MINISTRY | |||||||
| PO BOX 221 | WILLIMANTIC | CT | 06226 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $5,000 |
| WINDHAM REGION NO FREEZE PROJECT INC | |||||||
| PO BOX 46 | WILLIMANTIC | CT | 06226 | NONE | PUBLIC CHARITY | SUPPORT THE COVID-19 CRISIS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,470,469 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $346,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $323,311 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $669,725 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $669,725 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MFC FEES | CategoryTxt |
| Amt | $45,514 | Amt |
| Net Investment Income | $22,757 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,757 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 157,758.772 SHS DFA INTL CORE EQUITY | AT COST | $2,007,991 | $2,298,545 |
| 31,479.448 SHS DFA EMERGE MKTS CORE EQUITY | AT COST | $697,095 | $764,006 |
| 116,386.574 SHS DFA INT EXT QUALITY | AT COST | $1,216,383 | $1,393,147 |
| 354,414.210 SHS DFA SHORT TERM EXTENDED QUALITY | AT COST | $3,823,138 | $3,898,556 |
| 20,512.180 SHS VANGUARD SMALL CAP VL INDEX INSTIT | AT COST | $590,889 | $700,286 |
| 112,701.849 SHS VANGUARD VALUE INDEX-INSTITU | AT COST | $4,532,451 | $5,230,493 |
| 32,916.304 SHS VANGUARD GROWTH INDEX INSTIT | AT COST | $2,420,007 | $4,294,590 |
| 25,118.153 SHS DFA US SMALL CAP VALUE | AT COST | $699,699 | $864,818 |
| 22,094.348 SHS DFA US SMALL CAP PORTFOLIO | AT COST | $660,954 | $848,865 |
| 24,847.428 SHS DFA SUSTAINABILITY FIXED INCOME PORTFOLIO | AT COST | $285,000 | $282,764 |
| 21,194.030 SHS DFA SUSTAINABILITY CORE 1 PORTFOLIO | AT COST | $568,000 | $633,066 |
| 9,348.442 SHS DFA INT'L SUSTAINABILITY CORE 1 PORTFOLIO | AT COST | $99,000 | $113,210 |
| 4,623.656 SHS DFA SUSTAINABILITY CORE 1 PORTFOLIO | AT COST | $43,000 | $48,687 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS PAYABLE ADJUSTMENT | Desc |
| Amt | $156,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DELAWARE SECRETARY OF STATE - ANNUAL FILING FEE | $25 | $0 | $0 | $25 |
| CSC ANNUAL REGISTRATION | $239 | $0 | $0 | $239 |
| WEBSITE DEVELOPMENT | $2,420 | $0 | $0 | $2,420 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISSIONBRIDGE PHILANTHROPY | $72,500 | $0 | $0 | $72,500 |
| MFC INVESTMENT FEES | $38,300 | $38,300 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2020 ESTIMATED TAX PAYMENTS | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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