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JAMES T AND ROSE M PERRYMAN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JAMES T AND ROSE M PERRYMAN FAMILY FOUNDATION (EIN 47-2027367)
Tax period
2020-08-01 to 2021-07-31
Filed
2021-12-10
IRS object ID
202113479349100301
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-12-10T04:31:33-00:00ReturnTs
Tax Period End2021-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RD HOAG & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 NORTH BELL AVEAddressLine1Txt
CityCARNEGIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP15106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472027367EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James T and Rose M Perryman Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone7245035060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1213 Vandale DriveAddressLine1Txt
CityHoustonCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15342ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFrank PerrymanPersonNm
Person TitleChairmanPersonTitleTxt
Signature2021-12-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFrankPersonFirstNm
Person LastPerrymanPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG BREERWOOD CPAPreparerPersonNm
PTINP00862345PTIN
Phone4122781600PhoneNum
Preparation2021-12-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,680,675FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$118,210ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$35InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$35InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$146,178DividendsRevAndExpnssAmt
Dividends Net Invst Incm$146,178DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$208,846NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,489,030GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$208,846CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$473,269TotalRevAndExpnssAmt
Total Net Invst Incm$355,059TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,398LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$1,398LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,937AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,938AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$66,982OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$59,982OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,075TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$49,357OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,338OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$125,687TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,919TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,674TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$217,235ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$217,235ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$342,922TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,919TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$231,909TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$130,347ExcessRevenueOverExpensesAmt
Net Investment Income$293,140NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$216,162CashBOYAmt
Cash EOY$332,360CashEOYAmt
Cash EOYFMV$332,360CashEOYFMVAmt
US Government Obligations BOY$653,467USGovernmentObligationsBOYAmt
US Government Obligations EOY$362,635USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$362,635USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$3,743,930CorporateBondsBOYAmt
Corporate Bonds EOY$2,547,494CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,547,494CorporateBondsEOYFMVAmt
Other Investments BOY$3,330,635OtherInvestmentsBOYAmt
Other Investments EOY$5,434,497OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,434,497OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,701OtherAssetsBOYAmt
Other Assets EOY$3,689OtherAssetsEOYAmt
Other Assets EOYFMV$3,689OtherAssetsEOYFMVAmt
Total Assets BOY$7,947,895TotalAssetsBOYAmt
Total Assets EOY$8,680,675TotalAssetsEOYAmt
Total Assets EOYFMV$8,680,675TotalAssetsEOYFMVAmt
Accounts Payable EOY$4,075AccountsPayableEOYAmt
Total Liabilities EOY$4,075TotalLiabilitiesEOYAmt
Retained Earning BOY$7,947,895RetainedEarningBOYAmt
Retained Earning EOY$8,676,600RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,947,895TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,676,600TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,947,895TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,680,675TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,947,895TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$130,347ExcessRevenueOverExpensesAmt
Other Increases$598,358OtherIncreasesAmt
Subtotal$8,676,600SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,676,600TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCharles Schwab - SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2021-07-31SoldDt
Gross Sales Price$3,446,742GrossSalesPriceAmt
Cost Or Other Basis$3,280,184CostOrOtherBasisAmt
Gain Or Loss$166,558GainOrLossAmt
Gains Minus Excess Or Losses$166,558GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$208,846CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,075InvestmentIncomeExciseTaxAmt
Subtotal$4,075SubtotalAmt
Tax Based On Investment Income$4,075TaxBasedOnInvestmentIncomeAmt
Es Penalty$8EsPenaltyAmt
Tax Due$4,083TaxDueAmt

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 BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
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 Addressperrymanfoundation.orgWebsiteAddressTxt
Individual With BooksFrank PerrymanIndividualWithBooksNm
Phone7245035060PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1213 Vandale DriveAddressLine1Txt
CityHoustonCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15342ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Rose Mary Perryman
213 Vandale DriveHoustonPA15342Treasurer/Director002.00$0
Frank L Perryman
213 Vandale DriveHoustonPA15342Chairman of the Board002.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The Foundation provides scholarships to qualified students for college level studies. During 8/1/20 to 7/31/21, 28 scholarships were paid to qualified students. Scholarships are provided based on criteria set forth in the operating agreement and approved by the Internal Revenue Service. Scholarship payments are made directly to colleges.Description1Txt
Expenses1$231,909Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$480,431AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,833,183AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,313,614TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$8,313,614AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$124,704CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,188,910NetVlNoncharitableAssetsAmt
Minimum Investment Return$409,446MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$409,446MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,075TaxBasedOnInvestmentIncomeAmt
Total Tax$4,075TotalTaxAmt
Distributable Before Adj$405,371DistributableBeforeAdjAmt
Distributable Before Ded$405,371DistributableBeforeDedAmt
Distributable As Adjusted$405,371DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$231,909ExpensesAndContributionsAmt
Qualifying Distributions$231,909QualifyingDistributionsAmt
Adjusted Qualifying Distri$231,909AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$405,371DistributableAsAdjustedAmt
Undistributed Income PY$120,411UndistributedIncomePYAmt
Qualifying Distributions$231,909QualifyingDistributionsAmt
Applied To Year1$120,411AppliedToYear1Amt
Applied To Current Year$111,498AppliedToCurrentYearAmt
Undistributed Income CY$293,873UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRose M PerrymanContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFrank L PerrymanRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1213 Vandale DriveAddressLine1Txt
CityHoustonCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15342ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7245035060RecipientPhoneNum
Form And Info And MaterialsSee attached Exhibit AFormAndInfoAndMaterialsTxt
Submission DeadlinesSee attached Exhibit ASubmissionDeadlinesTxt
Restrictions On AwardsSee attached Exhibit ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Penn State University
201 Old MainUniversity ParkPA16802NonePCScholarships for qualified students$50,600
University of Pittsburgh
4200 Fifth AvePittsburghPA15260NonePCScholarships for qualified students$30,835
Duquesne University
600 Forbes AvePittsburghPA15282NonePCScholarships for qualified students$24,000
University of Delaware
200 S College AveNewarkDE19716NonePCScholarships for qualified students$18,000
Carnegie Mellon University
5000 Forbes AvePittsburghPA15213NonePCScholarships for qualified students$14,000
Columbia University
W 116th StNew YorkNY10027NonePCScholarships for qualified students$10,000
Purdue University
610 Purdue MallWest LafayetteIN47907NonePCScholarships for qualified students$10,000
Case Western Reserve University
10900 Euclid AveClevelandOH44106NonePCScholarships for qualified students$9,000
Georgia Institute of Technology
North AveAtlantaGA30332NonePCScholarships for qualified students$9,000
University of Michigan
500 Stae StAnn ArborMI48109NonePCScholarships for qualified students$7,500
Pennsylvania State University - Beh
4701 College DrEriePA16563NonePCScholarships for qualified students$6,250
Rochester Institute of Technology
One Lomb Memorial DrRochesterNY14623NonePCScholarships for qualified students$6,000
Clarion University of Pennsylvania
909 E Woods StClarionPA16214NonePCScholarships for qualified students$5,300
Youngstown State University
One University PlazaYoungstownOH44555NonePCScholarships for qualified students$5,000
University of Notre Dame
115 Main BuildingNotre DameIN46556NonePCScholarships for qualified students$4,500
Chatham University
Woodland RdPittsburghPA15232NonePCScholarships for qualified students$3,750
Evan Proverbs
1 Ohio University DrYoungstownOH44555NonePCScholarships for qualified students$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$217,235TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$146,178ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$208,846ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$355,059ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$355,059TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementNARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
The Perryman Co
1213 Vandale DrHoustonPA15342$45,019Yes (X)
Rose Perryman
22340 Southwind DrivePittsburghPA15241$23,423Yes (X)
The Coury Firm LTD
3260 Forbes AvePittsburghPA15222$10,000Yes (X)
Sierra Alloys Co
45467 Ayon AveIrwindaleCA91706$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Preparation FeedsCategoryTxt
Amt$3,875Amt
Net Investment Income$1,937NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,938DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate Bond Mutual FundsBondNm
EOY Book Value$2,547,494EOYBookValueAmt
EOYFMV$2,547,494EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Mutual Funds equitiesFMV$3,751,741$3,751,741
Brightwood InvestmentFMV$219,050$219,050
Egis Capital Fund III, LPFMV$94,136$94,136
Coury Partners, LPFMV$528,620$528,620
The Infinity Premiere FundFMV$516,624$516,624
Blackstone Real Estate FundFMV$324,326$324,326

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal Fees - Charitable PurposesCategoryTxt
Legal Fees$1,398LegalFeesAmt
Disbursements Charitable Prps$1,398DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPrepaid TaxesDesc
BOY Book Value$3,701BOYBookValueAmt
EOY Book Value$3,689EOYBookValueAmt
EOYFMV$3,689EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees$575$575
Computer Expenses$705$705
Life Insurance$45,019
Other Program Expenses$3,058$3,058

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIncrease Decrease in FMV of InvestmentsDesc
Amt$598,358Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Fees advisory$53,936$53,936
Section 212 Expenses - Other$6,046$6,046
Investment Fees - Other$7,000$7,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Income Tax on investment incomeCategoryTxt
Amt$4,075Amt

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