EOS FOUNDATION TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
EOS FOUNDATION TR (EIN 47-7281230)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-02-04
IRS object ID
202120409349100102
Schema version
2019v5.1
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)
Return2021-02-04T06:02:33-00:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KERRY M BALTHROP CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12333 FLORENCE ROADAddressLine1Txt
CityKELLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76262ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN477281230EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EOS FOUNDATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEOSFBusinessNameControlTxt
Phone8177310241PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 121938AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGWENDOLYN WEINERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2021-02-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKERRY M BALTHROPPreparerPersonNm
Phone8174319220PhoneNum
Preparation2021-02-04PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,469,302FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$227,247DividendsRevAndExpnssAmt
Dividends Net Invst Incm$227,247DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$324,543NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$394,149GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$324,543CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,774OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,425OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$554,564TotalRevAndExpnssAmt
Total Net Invst Incm$555,215TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$90OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$90OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,890TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,490TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$933,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$933,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$940,990TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,490TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$934,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$386,426ExcessRevenueOverExpensesAmt
Net Investment Income$553,725NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,934,307SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,914,169SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,914,169SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,956,738CorporateStockBOYAmt
Corporate Stock EOY$9,590,450CorporateStockEOYAmt
Corporate Stock EOYFMV$18,555,133CorporateStockEOYFMVAmt
Total Assets BOY$13,891,045TotalAssetsBOYAmt
Total Assets EOY$13,504,619TotalAssetsEOYAmt
Total Assets EOYFMV$22,469,302TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$13,891,045CapitalStockBOYAmt
Capital Stock EOY$13,504,619CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$13,891,045TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,504,619TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,891,045TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,504,619TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,891,045TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$386,426ExcessRevenueOverExpensesAmt
Subtotal$13,504,619SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,504,619TotNetAstOrFundBalancesEOYAmt

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
CELENE CORPP2016-09-122019-11-21$52,315$55,517-$3,202-$3,202
ALLERGANP2016-04-052020-05-11$11,682$14,029-$2,347-$2,347
ADICET BIO INCP2019-07-152020-09-18$14$60-$46-$46
FieldValueIRS element (for citing)
Capital Gain Net Income$324,543CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$831,016AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,349,443NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.045288DistributionYr1Rt
Adjusted Qlfy Distri Yr2$265,804AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$18,182,007NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000000.014619DistributionYr2Rt
Adjusted Qlfy Distri Yr3$604,684AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$16,431,057NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000000.036801DistributionYr3Rt
Adjusted Qlfy Distri Yr4$913,654AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,109,159NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000000.075451DistributionYr4Rt
Adjusted Qlfy Distri Yr5$434,484AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,846,035NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000000.049116DistributionYr5Rt
Total Distribution000000.221275TotalDistributionRt
Average Distribution000000.044255AverageDistributionRt
Net Vl Noncharitable Assets$19,728,807NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$873,098AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,537NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$878,635AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$934,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,537InvestmentIncomeExciseTaxAmt
Subtotal$5,537SubtotalAmt
Tax Based On Investment Income$5,537TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,627EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,627TotalPaymentsAndCreditsAmt
Original Return Tax Paid$7,627OriginalReturnTaxPaidAmt
Overpayment$2,090OverpaymentAmt
Applied To ES Tax$2,090AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RIDGMAR OIL & GAS COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8177310241PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12601 RIDGMAR PLAZAAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76116ZIPCd
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 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

FieldValueIRS element (for citing)
PersonGWENDOLYN WEINERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12601 RIDGMAR PLAZAAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76116ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos005.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,447,009AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,582,237AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,029,246TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$20,029,246AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$300,439CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,728,807NetVlNoncharitableAssetsAmt
Minimum Investment Return$986,440MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$986,440MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,537TaxBasedOnInvestmentIncomeAmt
Total Tax$5,537TotalTaxAmt
Distributable Before Adj$980,903DistributableBeforeAdjAmt
Distributable Before Ded$980,903DistributableBeforeDedAmt
Distributable As Adjusted$980,903DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$934,500ExpensesAndContributionsAmt
Qualifying Distributions$934,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,537PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$928,963AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$980,903DistributableAsAdjustedAmt
Undistributed Income PY$898,789UndistributedIncomePYAmt
Qualifying Distributions$934,500QualifyingDistributionsAmt
Applied To Year1$898,789AppliedToYear1Amt
Applied To Current Year$35,711AppliedToCurrentYearAmt
Undistributed Income CY$945,192UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADERA FOUNDATION
2901 RIVERGLEN DRFORT WORTHTX76109UNRESTRICTED DONATION$9,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221UNRESTRICTED DONATION$20,000
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902UNRESTRICTED DONATION$500
AMERICAN KIDNEY FUND
11921 ROCKVILLE PIKE STE 300ROCKVILLEMD20852UNRESTRICTED DONATION$10,000
ARIZONA PUBLIC MEDIA
PO BOX 210067TUCSONAZ85721UNRESTRICTED DONATION$6,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RDKANABUT84741UNRESTRICTED DONATION$6,000
BOB WOODRUFF FOUNDAION
1350 BROADWAY STE 905NEW YORKNY10018UNRESTRICTED DONATION$10,000
BRAIN AND BEHAVIOR RESEARCH FOUNDATION
90 PARK AVE 16TH FLOORNEW YORKNY10016UNRESTRICTED DONATION$8,000
CARE
151 ELLIS STREET NEATLANTAGA30303UNRESTRICTED DONATION$6,000
CHARITY WATCH
PO BOX 578460CHICAGOIL60657UNRESTRICTED DONATION$500
CHILDREN'S DEFENSE FUND
840 FIRST STREET NE STE 300WASHINGTONDC20002UNRESTRICTED DONATION$10,000
COLORADO COLLEGE SUMMER MUSIC FESTIVAL
14 E CACHE LA POUDRE STCOLORADO SPRINGSCO80903UNRESTRICTED DONATION$3,500
COMPASSION & CHOICES
101 SW MADISON ST NO 8009PORTLANDOR97207UNRESTRICTED DONATION$100
DIRECT RELIEF
6100 WALLACE BECKNELLSANTA BARBARACA93117UNRESTRICTED DONATION$10,000
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLOORNEW YORKNY10001UNRESTRICTED DONATION$22,000
DRAWING STUDIO INC
2760 N TUCSON BLVDTUCSONAZ85701UNRESTRICTED DONATION$300
FAMILY PROMISE
71 SUMMIT AVENUESUMMITNJ07901UNRESTRICTED DONATION$20,000
FEEDING AMERICA
PO BOX 96749WASHINGTONDC20090UNRESTRICTED DONATION$33,000
FEED THE CHILDREN
333 N MERIDIAN AVE POB 36OKLAHOMA CITYOK73101UNRESTRICTED DONATION$10,000
GARY SINSE FOUNDATION
PO BOX 368WOODLAND HILLSCA91365UNRESTRICTED DONATION$10,000
HISPANIC SCHOLARSHIP FUND
1411 WEST 190TH ST STE 700GARDENACA90248UNRESTRICTED DONATION$15,000
HOMES FOR OUR TROOPS
6 MAIN STTAUNTONMA02780UNRESTRICTED DONATION$8,000
HOPE FOR THE WARRIORS
8003 FORBES PLACE STE 201SPRINGFIELDVA22151UNRESTRICTED DONATION$5,000
HUMAN RIGHST FIRST
75 BROAD ST 31ST FLOORNEW YORKNY10004UNRESTRICTED DONATION$10,000
INT'L FUND FOR ANIMAL WELFARE
290 SUMMER STYARMOUTH PORTMA02675UNRESTRICTED DONATION$2,000
JOHN HOPKINS UNIVERSITY
550 N BROADWAY STE 914BALTIMOREMD21201PSYCHIATRY$20,000
JOHN HOPKINS UNIVERSITY
5200 EASTERN AVE MFL CTR TOWER 354BALTIMOREMD21224ENDOCRINOLOGY$20,000
MARA ELEPHANT PROJECT USA
4000 W 106TH ST STE 125-238CARMELIN46032UNRESTRICTED DONATION$5,000
MERCY CORPS
45 SW ANKENYPORTLANDOR97204UNRESTRICTED DONATION$20,000
MERCY HOME FOR BOYS AND GIRLS
1140 W JACKSON BLVDCHICAGOIL60607UNRESTRICTED DONATION$2,000
MERCY SHIPS
PO BOX 2020GARDEN VALLEYTX75771UNRESTRICTED DONATION$1,000
MILES OF FREEDOM
2922 MARTIN LUTHER KING JR BLVDDALLASTX75215UNRESTRICTED DONATION$5,000
MOVINGS ARTS ESPANOLA
PO BOX 505VELARDENM87582UNRESTRICTED DONATION$3,000
MUTTS WITH A MISSION
PO BOX 4147SUFFOLKVA23439UNRESTRICTED DONATION$2,000
NAT'L ALLIANCE TO END HOMELESSNESS
1518 K STREET NW 2ND FLOORWASHINGTONDC20005UNRESTRICTED DONATION$8,000
NO KID HUNGRY
1030 15TH ST NW STE 1100WWASHINGTONDC20005UNRESTRICTED DONATION$5,000
OPERA THEATRE OF THE ROCKIES
PO BOX 8110COLORADO SPRINGSCO80933UNRESTRICTED DONATION$300
PALM SPRINGS ART MUSEUM
PO BOX 2310PALM SPRINGSCA92263UNRESTRICTED DONATION$59,400
PAWS OF WAR
127 SMITHTOWN BLVDNESCONSETNY11767UNRESTRICTED DONATION$1,000
PLANNED PARENTHOOD ARIZONA
2255 N WYATT DRTUCSONAZ85712UNRESTRICTED DONATION$25,000
PROJECT HOPE
255 CARTER HALL LN POB 250MILLWOODVA22646UNRESTRICTED DONATION$6,000
RIVERTREE ACADEMY
5439 BONNELL AVEFORT WORTHTX76107UNRESTRICTED DONATION$125,000
RV4CAMPFIREFAMILY
1623 STEELE STDENVERCO80206UNRESTRICTED DONATION$5,000
SAFARI DOCTORS
269 S BEVERLY DR 338BEVERLY HILLSCA90212UNRESTRICTED DONATION$4,000
SAVE THE CHILDREN FEDERATION
501 KINGS HIGHWAY EAST STE 400FAIRFIELDCT06825UNRESTRICTED DONATION$25,000
SEEDS OF PEACE
370 LEXINGTON AVENEW YORKNY10017UNRESTRICTED DONATION$200,000
SPECIAL OLYMPICS
1133 NINETEENTH ST NW 12TH FLOORWASHINGTONDC20036UNRESTRICTED DONATION$500
TAPS
3033 WILSON BLVD STE 300ARLINGTONVA22201UNRESTRICTED DONATION$10,000
THE TRUST FOR PUBLIC LAND
101 MONTGOMERY ST STE 900SAN FRANCISCOCA94104UNRESTRICTED DONATION$1,000
UNBOUND
1 ELMWOOD AVEKANSAS CITYKS66103UNRESTRICTED DONATION$15,000
UNITED NEGRO COLLEGE FUND
1805 7TH STREET NWWASHINGTONDC20001UNRESTRICTED DONATION$10,000
UNIV OF AZ FOUNDATION-FLANDRAU SCIENCE CTR
1111 N CHERRY AVE POB 210109TUCSONAZ85719UNRESTRICTED DONATION$50,000
USA FOR UNHCR
1775 K STREET NW STE 580WASHINGTONDC20006UNRESTRICTED DONATION$15,000
VIRGINIA WARING INT'L PIANO COMP
73-710 FRED WARING DR 201PALM DESERTCA92260UNRESTRICTED DONATION$5,000
WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC20036UNRESTRICTED DONATION$5,000
WILDLIFE CONSERVATION NETWORK
209 MISSISSIPPI STSAN FRANCISCOCA94107UNRESTRICTED DONATION$5,000
WORLD CENTRAL KITCHEN
1342 FLORIDA AVE NWWASHINGTONDC20009UNRESTRICTED DONATION$15,000
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS66675UNRESTRICTED DONATION$20,000
ZAMAN INTERNATIONAL
26091 TROWBRIDGE STINKSTERMI48141UNRESTRICTED DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$933,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$227,247ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,774ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$324,543ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$554,564ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$554,564TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,800Amt
Net Investment Income$1,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,400DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS STOCKS WELLS FARGO$5,644,928$8,327,307
MUTUAL FUNDS STOCKS SCHWAB$3,945,522$10,227,826

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$90RevenueAndExpensesPerBooksAmt
Net Investment Income$90NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
CASH BACK REWARDS$3,424$3,424
ENTERPRISE PRODUCTS K-1-$651
ROUNDING$1$1

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$5,000Amt

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