FRED MAYTAG FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FRED MAYTAG FAMILY FOUNDATION (EIN 42-1444870)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202121379349101522
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T12:38:19-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | 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 | 421444870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED MAYTAG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 4156733733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO STREET NO 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK MAYTAG III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4156733733 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FREDERICK | PersonFirstNm |
| Person Last | MAYTAG III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
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 | $62,370,286 | 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 | $789,439 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $789,439 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$66,332 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,998,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $735,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $789,439 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,779 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,084 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $695 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,385 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,795 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,406 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,942 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $52,718 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $52,718 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,633 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $496 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,311,616 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,311,616 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,438,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,367,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,703,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $718,483 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $189,196 | CashBOYAmt |
| Cash EOY | $64,393 | CashEOYAmt |
| Cash EOYFMV | $64,393 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $864,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,573,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,573,959 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $55,571,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,546,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,546,434 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $111,353 | OtherAssetsBOYAmt |
| Other Assets EOY | $111,353 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $185,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,736,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,296,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,370,286 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $56,736,036 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $62,296,139 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,736,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,296,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,736,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,296,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,736,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,703,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,263,270 | OtherIncreasesAmt |
| Subtotal | $62,296,139 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,296,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS - BBH | P | $205,931 | $205,931 | $205,931 | |
| PUBLICLY TRADED SECURITIES - BBH ST | P | $125,000 | -$3,745 | -$3,745 | $128,745 |
| PUBLICLY TRADED SECURITIES - BBH LT | P | $2,667,776 | -$268,518 | -$268,518 | $2,936,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$66,332 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,987 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,987 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,987 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,949 | 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 | $2,949 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $131 | EsPenaltyAmt |
| Tax Due | $7,169 | TaxDueAmt |
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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTEN VAN LIEFDE | IndividualWithBooksNm |
| Phone | 4156733733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO STREET 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH P MAYTAG | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FREDERICK L MAYTAG III | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTEN VAN LIEFDE | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | FOUNDATION ADMINISTRATOR | 1.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $78,496 | CompensationAmt |
| 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 | $53,401,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $832,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $185,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,419,438 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,419,438 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $816,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,603,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,680,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,680,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,987 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,987 | TotalTaxAmt |
| Distributable Before Adj | $2,670,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,670,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,670,170 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,367,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,367,320 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,367,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,670,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,757,467 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,162,143 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,225,909 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,405,680 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,551,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,367,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,670,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,697,150 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,248,349 | 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 | $23,248,349 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,757,467 | ExcessFromYear4Amt |
| Excess From Year3 | $3,162,143 | ExcessFromYear3Amt |
| Excess From Year2 | $4,225,909 | ExcessFromYear2Amt |
| Excess From Year1 | $11,405,680 | ExcessFromYear1Amt |
| Excess From Current Year | $1,697,150 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FMFF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO ST 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156733733 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSAL FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ACCEPTED MARCH 1ST AND SEPTEMBER 1ST, | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO NEWTON AND CENTRAL IOWA ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMANDA THE PANDA | |||||||
| 1821 GRAND AVE | WEST DES MOINES | IA | 50265 | PC | GENERAL SUPPORT | $20,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PC | GENERAL SUPPORT | $5,000 | |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | |||||||
| 1730 M STREET NW NO 600 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $50,000 | |
| AMERICAN RED CROSS - IOWA REGION | |||||||
| 2116 GRAND AVENUE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $50,000 | |
| ARIZONA LAND & WATER TRUST | |||||||
| 2810 N ALVERNON WAY SUITE 600 | TUCSON | AZ | 85712 | PC | GENERAL SUPPORT | $20,000 | |
| ARIZONA SONORA DESERT MUSEUM | |||||||
| 2021 N KINNEY RD | TUCSON | AZ | 85743 | PC | GENERAL SUPPORT | $25,000 | |
| BALLET DES MOINES | |||||||
| 121 SOUTH 11TH STREET 100 | WEST DES MOINES | IA | 50265 | PC | GENERAL SUPPORT | $35,000 | |
| BERNIE LORENZ RECOVERY INC | |||||||
| 3451 EASTON BLVD | DES MOINES | IA | 50317 | PC | GENERAL SUPPORT | $10,000 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL IOWA | |||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | PC | GENERAL SUPPORT | $50,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 6123 SCOUT TRAIL | DES MOINES | IA | 50321 | PC | GENERAL SUPPORT | $25,000 | |
| CENTRAL COLLEGE | |||||||
| 812 UNIVERSITY | PELLA | IA | 50219 | PC | SCHOLARSHIP FUND | $50,000 | |
| CHILDREN & FAMILIES OF IOWA | |||||||
| 1111 UNIVERSITY | DES MOINES | IA | 50314 | PC | GENERAL SUPPORT | $30,000 | |
| CHILDRENS CANCER CENTER | |||||||
| 4901 W CYPRESS ST | TAMPA | FL | 33607 | PC | 2021 CAMP HEART CONNECTION CAMPERSHIP | $6,500 | |
| CHILDSERVE | |||||||
| 5406 MERLE HAY RD PO BOX 707 | JOHNSTON | IA | 50131 | PC | GENERAL SUPPORT | $5,000 | |
| CIVIC MUSIC ASSOCIATION | |||||||
| 900 KEOSAUQUA WAY SUITE 109 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $25,000 | |
| CLEARVIEW RECOVERY | |||||||
| 501 NORTH SHERMAN | PRAIRIE CITY | IA | 50228 | PC | PURCHASE HALFWAY HOUSE IN NEWTON / 506 EAST 5TH ST NORTH OR SIMILAR HOME | $165,000 | |
| CLEARVIEW RECOVERY | |||||||
| 501 NORTH SHERMAN | PRAIRIE CITY | IA | 50228 | PC | LONGER TREATMENT STAYS FOR JASPER COUNTY WOMEN | $43,000 | |
| DES MOINES ART CENTER | |||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $35,000 | |
| DES MOINES METRO OPERA INC | |||||||
| 106 WEST BOSTON AVE | INDIANOLA | IA | 50125 | PC | GENERAL SUPPORT | $50,000 | |
| DES MOINES PERFORMING ARTS | |||||||
| 221 WALNUT STREET | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $20,000 | |
| DES MOINES SYMPHONY ASSOCIATION | |||||||
| 1011 LOCUST STREET 200 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $50,000 | |
| DESERT BOTANICAL GARDENS | |||||||
| 1201 N GALVIN PKWY | PHOENIX | AZ | 85008 | PC | GENERAL SUPPORT | $20,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL SUPPORT | $50,000 | |
| DES MOINES AREA COMMUNITY COLLEGE | |||||||
| 3701 SACRAMENTO STREET | SAN FRANCISCO | CA | 94118 | SO I | GENERAL SUPPORT | $50,000 | |
| ETHICS AND PUBLIC POLICY CENTER INC | |||||||
| 1730 M ST MW STE 910 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $35,000 | |
| ETHICS AND PUBLIC POLICY CENTER INC | |||||||
| 1731 M ST MW STE 910 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $35,000 | |
| FIRE | |||||||
| 170 S INDEPENDENCE MALL W 510 | PHILADELPHIA | PA | 19106 | PC | GENERAL SUPPORT | $25,000 | |
| FREE WHEELCHAIR MISSION | |||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | PC | GENERAL SUPPORT | $5,000 | |
| GILDER LEHRMAN INSTITUTE | |||||||
| 49 WEST 45TH STREET FL 2 | NEW YORK | NY | 10036 | PC | AFFILIATE SCHOOL PROGRAM | $28,962 | |
| GREATER DES MOINES BOTANICAL GARDEN | |||||||
| 909 ROBERT D RAY DRIVE | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $40,000 | |
| GROUT MUSEUM DISTRICT | |||||||
| 503 SOUTH ST | WATERLOO | IA | 50701 | PC | GENERAL SUPPORT | $40,000 | |
| HEARING HEALTH FOUNDATION | |||||||
| 575 EIGHTH AVE 1201 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $50,000 | |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | RENEWING INDIGENOUS ECONOMIES | $257,279 | |
| HOOVER PRESIDENTIAL FOUNDATION | |||||||
| 302 PARKSIDE DRIVE PO BOX 696 | WEST BRANCH | IA | 52358 | PC | UNCOMMON STUDENT AWARD | $20,000 | |
| HUDSON INSTITUTE | |||||||
| 1201 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | PC | GENERAL SUPPORT | $25,000 | 400 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $35,000 | |
| INTERNATIONAL DARK SKY ASSOCIATION | |||||||
| 3223 NORTH FIRST AVE | TUCSON | AZ | 85719 | PC | GENERAL SUPPORT | $20,000 | |
| IOWA 4H FOUNDATION | |||||||
| 1259 STANGE ROAD | AMES | IA | 50011 | PC | GENERAL SUPPORT | $10,000 | |
| IOWA ARBORETUM | |||||||
| 1875 PEACH AVENUE | MADRID | IA | 50156 | PC | GENERAL SUPPORT | $15,000 | |
| IOWA BARN FOUNDATION | |||||||
| PO BOX 436 | NEVADA | IA | 50201 | PC | GENERAL SUPPORT | $50,000 | |
| IOWA HISTORICAL FOUNDATION | |||||||
| 600 EAST LOCUST | DES MOINES | IA | 50319 | PC | GENERAL SUPPORT | $25,000 | |
| IOWA LEGAL AID | |||||||
| 1111 9TH ST STE 230 | DES MOINES | IA | 50314 | PC | GENERAL SUPPORT | $30,000 | |
| IOWA LUTHERAN HOSPITAL | |||||||
| 1415 WOODLAND AVE E-200 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $6,000 | |
| IOWA METHODIST MEDICAL CENTER | |||||||
| 1415 WOODLAND AVENUE SUITE E-200 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $50,000 | |
| IOWA YOUTH CHORUS | |||||||
| 6301 UNIVERSITY AVENUE SUITE 208 | WINDSOR HEIGHTS | IA | 50324 | PC | GENERAL SUPPORT | $30,000 | |
| JASPER COMMUNITY FOUNDATION | |||||||
| PO BOX 924 | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $50,000 | |
| JASPER COUNTY CONCERT ASSOCIATION | |||||||
| PO BOX 1252 | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $500 | |
| JASPER COUNTY GUN CLUB | |||||||
| 624 W 28TH ST S | NEWTON | IA | 50208 | NC | GENERAL SUPPORT | $100,000 | |
| JASPER COUNTY HISTORICAL MUSEUM | |||||||
| 138 W LAMAR ST | JASPER | TX | 75951 | PC | GENERAL SUPPORT | $10,000 | |
| LIVING HISTORY FARMS | |||||||
| 2600 111TH STREET | URBANDALE | IA | 50322 | PC | GENERAL SUPPORT | $25,000 | |
| MAINFRAME | |||||||
| 10208 SUMMERVIEW CIR | RIVERVIEW | CA | 33578 | PC | SUPPORT OF CAPITAL CAMPAIGN - 2020 | $100,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | |||||||
| 52 VANDERBILT AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $75,000 | |
| MIRACLE FLIGHTS FOR KIDS | |||||||
| 6396 MCLEOD DR | LAS VEGAS | NV | 89120 | PC | GENERAL SUPPORT | $10,000 | |
| MOSAIC | |||||||
| 11141 AURORA AVE BLDG 3 | URBANDALE | CA | 50322 | PC | PARTNERS IN POSSIBILITIES FUNDRAISER | $20,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||
| 8 W 38TH SUITE 503 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $60,000 | |
| NEWTON YMCA COMMUNITY CENTER | |||||||
| 1701 S 8TH AVE E | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $30,000 | |
| ORCHARD PLACE | |||||||
| 2116 GRAND AVENUE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $60,000 | |
| PHOENIX ZOO | |||||||
| 455 NORTH GALVIN PARKWAY | PHOENIX | AZ | 85008 | PC | GENERAL SUPPORT | $10,000 | |
| PROPERTY & ENVIRONMENTAL RESEARCH CENTER | |||||||
| 2048 ANALYSIS DR A | BOZEMAN | MT | 59718 | PC | GENERAL SUPPORT | $50,000 | |
| PROVIDENCE ST MEL SCHOOL | |||||||
| 119 S CENTRAL PARK AVE | CHICAGO | IL | 60624 | PC | STUDENT SCHOLARSHIP FUND | $45,000 | |
| RSVP OF JASPER COUNTY | |||||||
| 503 ELM AVE | STORY CITY | IA | 50248 | PC | GENERAL SUPPORT | $25,000 | |
| SAVE THE REDWOOD LEAGUE | |||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $200,000 | |
| SCIENCE CENTER OF IOWA | |||||||
| 401 W MARTIN LUTHER KING JR PARKWAY | DES MOINES | IA | 50208 | PC | GENERAL SUPPORT | $30,000 | |
| SF PERFORMANCES | |||||||
| 500 SUTTER ST STE 710 | SAN FRANCISCO | CA | 94102 | PC | ALEXANDER STRING QUARTETT | $30,000 | |
| SHERMAN SUNBEAM 4-H CLUB | |||||||
| 4825 W 4TH ST S | NEWTON | IA | 50208 | PC | CITIZENSHIP PROJECT - ROOF REPAIR | $9,800 | |
| STONE AGE INSTITUTE | |||||||
| PO BOX 5097 | BLOOMINGTON | IN | 47407 | PC | GENERAL SUPPORT | $100,000 | |
| THE FREE TO CHOOSE NETWORK | |||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | PC | GENERAL SUPPORT | $150,000 | |
| THE FREE TO CHOOSE NETWORK | |||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | PC | 2020 BOB CHITESTER APPRECIATION DRIVE | $100,000 | |
| THE NATURE CONSERVANCY IN IOWA | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $100,000 | |
| THE NATURE CONSERVANCY IN IOWA | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | PC | LAND ACQUISITION | $1,002,788 | |
| THE NEW ATLANTIS | |||||||
| 1730 M STREET NW SUITE 910 | WASHINTON | DC | 20036 | PC | GENERAL SUPPORT | $25,000 | |
| THE NEW CRITERION | |||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $85,000 | |
| UCP WHEELS FOR HUMANITY | |||||||
| 9509 VASSAR AVENUE UNIT A | CHATSWORTH | CA | 91311 | PC | GENERAL SUPPORT | $25,000 | |
| UNITED WAY - JASPER COUNTY | |||||||
| 312 FIRST AVE WEST | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $25,000 | |
| VOX PRESS | |||||||
| PO BOX 2954 | OXFORD | MS | 38655 | PC | PRISON WRITES INITIATIVE PROJECT | $6,787 | |
| WESLEY RETIREMENT SERVICES | |||||||
| 5508 NORTHWEST 88TH STREET | JOHNSTON | IA | 50131 | PC | GENERAL SUPPORT | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,311,616 | 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 | $789,439 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$66,332 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $735,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $735,107 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,180 | Amt |
| Net Investment Income | $5,385 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,795 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASPER COUNTY GUN CLUB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 624 W 28TH STREET S | AddressLine1Txt |
| City | NETWON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-06-15 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | CAPITAL IMPROVEMENT PROJECT TO FUND AN ADA COMPLIANT CLUB HOUSE AND UPDATE VARIOUS AREAS OF THE GUN CLUB FACILITY FOR COMMUNITY USE. | PurposeOfGrantTxt |
| Expended By Grantee | $100,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/10/21 | DatesOfReportsByGranteeTxt |
| Verification | 2021-05-10 | VerificationDt |
| Results Of Verification | AWARDED AMOUNTS EXPENDED ON CHARITABLE PURPOSES. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC-CL B | $840,610 | $1,396,089 |
| BBH SEL SER-LRG CAP-1 | $2,453,525 | $2,866,958 |
| SEQUOIA FUND | $986,391 | $1,508,943 |
| VANGUARD TOTL STK MKT IND-SG | $23,183,762 | $54,774,444 |
| UNREALIZED GAINS | $33,082,146 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,779 | LegalFeesAmt |
| Net Investment Income | $2,084 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $695 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PART OF LOT 5, MADSEN S/D | Desc |
| BOY Book Value | $111,353 | BOYBookValueAmt |
| EOY Book Value | $111,353 | EOYBookValueAmt |
| EOYFMV | $185,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEWTON PROPERTY EXPENSES | $17,643 | $17,643 | $0 |
| INSURANCE | $500 | $250 | $250 |
| BANK FEES | $173 | $87 | $87 |
| CONSULTANT | $100 | $50 | $50 |
| BUSINESS LICENSE & FEE | $200 | $100 | $100 |
| OFFICE EXPENSE | $17 | $9 | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $12,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $12,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $9,263,270 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $41,406 | Amt |
| Net Investment Income | $41,406 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT PROPERTY TAXES | CategoryTxt |
| Amt | $3,942 | Amt |
| Net Investment Income | $3,942 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |