BETA

JGL FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JGL FOUNDATION (EIN 84-1565476)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-03-30
IRS object ID
202120899349100417
Schema version
2019v5.2
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)
Return2021-03-30T13:07:02-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN840500292PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEPRINO FOODS COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11830 WEST 38TH AVENUEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80211ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841565476EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JGL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJGLFBusinessNameControlTxt
Phone3034802600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11830 W 38TH AVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL L REIDYPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3034802600PhoneNum
Signature2021-03-30SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID FOWLERPreparerPersonNm
PTINP00570490PTIN
Phone3034802600PhoneNum
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$34,447,846FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$225,955DividendsRevAndExpnssAmt
Dividends Net Invst Incm$225,955DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,257,328NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,470,867GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,257,328CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,483,283TotalRevAndExpnssAmt
Total Net Invst Incm$5,483,283TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$49,968TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$175,284OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175,284OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$225,252TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$175,284TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,080,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,080,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,305,252TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$175,284TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,080,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$821,969ExcessRevenueOverExpensesAmt
Net Investment Income$5,307,999NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$117,056CashBOYAmt
Cash EOY$1,037,029CashEOYAmt
Cash EOYFMV$1,037,029CashEOYFMVAmt
Sav And Temp Cash Invst BOY$192,491SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,895SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,895SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$19,616,208CorporateStockBOYAmt
Corporate Stock EOY$18,038,862CorporateStockEOYAmt
Corporate Stock EOYFMV$33,382,922CorporateStockEOYFMVAmt
Total Assets BOY$19,925,755TotalAssetsBOYAmt
Total Assets EOY$19,103,786TotalAssetsEOYAmt
Total Assets EOYFMV$34,447,846TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$19,925,755RetainedEarningBOYAmt
Retained Earning EOY$19,103,786RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,925,755TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,103,786TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,925,755TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,103,786TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,925,755TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$821,969ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$19,103,786SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,103,786TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - ST$25,589,905$24,171,382$1,418,523$1,418,523
PUBLICLY TRADED SECURITIES - LT$10,880,962$7,042,157$3,838,805$3,838,805
FieldValueIRS element (for citing)
Capital Gain Net Income$5,257,328CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,080,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$26,715,205NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.077858DistributionYr1Rt
Adjusted Qlfy Distri Yr2$700,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,105,328NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.026814DistributionYr2Rt
Adjusted Qlfy Distri Yr3$401,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$22,932,117NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.017486DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,546,722NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,845,823NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.122158TotalDistributionRt
Average Distribution0.024432AverageDistributionRt
Net Vl Noncharitable Assets$30,207,321NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$738,025AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$53,080NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$791,105AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,080,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$53,080InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$53,080SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$53,080TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$46,356EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$46,356TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$6,724TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL L REIDYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3034802600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11830 W 38TH AVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP802112200ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES G LEPRINO
1830 W 38TH AVEDENVERCO80211PRESIDENT0.00$0$0$0
DONNA M LEPRINO
1830 W 38TH AVEDENVERCO80211VICE PRESIDENT0.00$0$0$0
TERRY L LEPRINO
1830 W 38TH AVEDENVERCO80211DIRECTOR0.00$0$0$0
MICHAEL L REIDY
1830 W 38TH AVEDENVERCO80211SECRETARY0.00$0$0$0
GINA M VECCHIARELLI
1830 W 38TH AVEDENVERCO80211DIRECTOR0.00$0$0$0
DANIEL A VECCHIARELLI
1830 W 38TH AVEDENVERCO80211DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$29,280,402AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,386,929AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,667,331TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$30,667,331AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$460,010CashDeemedCharitableAmt
Net Vl Noncharitable Assets$30,207,321NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,510,366MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,510,366MinimumInvestmentReturnAmt
Tax Based On Investment Income$53,080TaxBasedOnInvestmentIncomeAmt
Total Tax$53,080TotalTaxAmt
Distributable Before Adj$1,457,286DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,457,286DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,457,286DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,080,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,080,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$53,080PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,026,920AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,457,286DistributableAsAdjustedAmt
Undistributed Income PY$163,016UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,080,000QualifyingDistributionsAmt
Applied To Year1$163,016AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,457,286AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,459,698RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,459,698TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,459,698ExcessDistriCyovToNextYrAmt
Excess From Current Year$4,459,698ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES G LEPRINOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROBBIES HOPE FOUNDATION
3440 YOUNGFIELD STREET SUITE 267WHEAT RIDGECO80033N/APUBLIC CHARITYFOR UNRESTRICTED USE$30,000
UNIVERSITY OF COLORADO FOUNDATION
1800 GRANT STREET SUITE 800DENVERCO80203N/APUBLIC CHARITY$2,000,000 FOR CARDIOLOGY IMAGING ENDOWED CHAIR FUND; $3,000,000 FOR CARDIOLOGY IMAGING PROGRAMMATIC FUND; $1,000,000 ENDOWED FUND IN EYE CARE INNOVATION.$6,000,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APUBLIC CHARITYFOR UNRESTRICTED USE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,080,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$225,955ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,257,328ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,483,283ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,483,283TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNOT APPLICABLEDesc
Amt$0Amt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCOVID-19 RELIEFIdentifierTxt
Form And Line ReferenceFORM 2220, PART III, LINE 9, COLUMN BFormAndLineReferenceDesc
Medium ExplanationTHE TAXPAYER IS DEFERRING ITS SECOND QUARTER ESTIMATE (DUE MAY 15, 2020) TO JULY 15, 2020, PURSUANT TO IRS NOTICE 2020-20. THIS NOTICE POSTPONES THE DUE DATE FOR EXCISE TAX PAYMENTS ON INVESTMENT INCOME AND RETURN FILINGS ON FORM 990- PF DUE BETWEEN APRIL 1, 2020 - JULY 14, 2020, TO JULY 15, 2020. AS A PRIVATE FOUNDATION WITH AN ESTIMATED EXCISE TAX PAYMENT DUE ON OR AFTER APRIL 1, 2020, AND BEFORE JULY 15, 2020, THE TAXPAYER IS DEEMED BY THE SECRETARY OF TREASURY TO HAVE BEEN AFFECTED BY THE COVID-19 EMERGENCY FOR PURPOSES OF THE RELIEF DESCRIBED IN THIS NOTICE.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$18,038,862EOYBookValueAmt
EOYFMV$33,382,922EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE EXPENSES$12,936$12,936$0
INVESTMENT ACCOUNT FEES$160,126$160,126$0
MISC FEES AND ADJUSTMENTS$2,222$2,222$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$49,968Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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