BETA

MICOL SCHEJOLA FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MICOL SCHEJOLA FOUNDATION (EIN 13-7257959)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-28
IRS object ID
202122719349100507
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)
Return2021-09-28T09:13:27-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137257959EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Carlo & Micl Schejola FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlSCHEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA SCHEJOLAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-09-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLINDAPersonFirstNm
Person LastSCHEJOLAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$7,792,202FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,112InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,112InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$64,417DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,417DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,486,439NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,589,440GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,655,682CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,551,968TotalRevAndExpnssAmt
Total Net Invst Incm$1,721,211TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$20,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$20,000OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,530PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$1,530PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$65AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$65AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24,516OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,076OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,440OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$2,053TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,053TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,820OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$17,820OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66,484TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,076TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$42,908TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$519,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$519,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$585,984TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,076TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$562,408TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$965,984ExcessRevenueOverExpensesAmt
Net Investment Income$1,698,135NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$462,561SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$848,215SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$848,215SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$1,899,682USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,899,994USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,533,246CorporateStockBOYAmt
Corporate Stock EOY$3,213,894CorporateStockEOYAmt
Corporate Stock EOYFMV$5,043,993CorporateStockEOYFMVAmt
Total Assets BOY$4,995,807TotalAssetsBOYAmt
Total Assets EOY$5,961,791TotalAssetsEOYAmt
Total Assets EOYFMV$7,792,202TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,995,807RetainedEarningBOYAmt
Retained Earning EOY$5,961,791RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,995,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,961,791TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,995,807TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,961,791TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,995,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$965,984ExcessRevenueOverExpensesAmt
Subtotal$5,961,791SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,961,791TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$5,589,440GrossSalesPriceAmt
Cost Or Other Basis$3,933,758CostOrOtherBasisAmt
Gain Or Loss$1,655,682GainOrLossAmt
Gains Minus Excess Or Losses$1,655,682GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,655,682CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,604InvestmentIncomeExciseTaxAmt
Subtotal$23,604SubtotalAmt
Tax Based On Investment Income$23,604TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,543EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$22,061ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$23,604TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd

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 StateNYOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jeff Akin
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Linda Schejola
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Lisa Schejola
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,391,504AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,042,645AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,434,149TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,434,149AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$111,512CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,322,637NetVlNoncharitableAssetsAmt
Minimum Investment Return$366,132MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$366,132MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,604TaxBasedOnInvestmentIncomeAmt
Total Tax$23,604TotalTaxAmt
Distributable Before Adj$342,528DistributableBeforeAdjAmt
Distributable Before Ded$342,528DistributableBeforeDedAmt
Distributable As Adjusted$342,528DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$562,408ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$562,408QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$562,408AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$342,528DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr5$507,744ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$215,306ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$391,536ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$306,441ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$338,323ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,759,350TotalExcessDistributionCyovAmt
Qualifying Distributions$562,408QualifyingDistributionsAmt
Applied To Current Year$342,528AppliedToCurrentYearAmt
Remaining Distri From Corpus$219,880RemainingDistriFromCorpusAmt
Total Corpus$1,979,230TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$507,744ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,471,486ExcessDistriCyovToNextYrAmt
Excess From Year4$215,306ExcessFromYear4Amt
Excess From Year3$391,536ExcessFromYear3Amt
Excess From Year2$306,441ExcessFromYear2Amt
Excess From Year1$338,323ExcessFromYear1Amt
Excess From Current Year$219,880ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLinda SchejolaContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
100 PLUS HEARTBEATS FOR PATCHES INC
6850 SW 119TH STPINECRESTFL33156N/APCGeneral & Unrestricted$1,000
21ST CENTURY LEADERS INC
115 NEW ST STE BDECATURGA30030N/APCGeneral & Unrestricted$40,000
A BLADE OF GRASS FUND
487 9TH ST 4BROOKLYNNY11201N/APCGeneral & Unrestricted$10,000
BOYS & GIRLS CLUB OF BAY COUNTY INC
PO BOX 914PANAMA CITYFL32402N/APCmountain bike program$25,000
BOYS & GIRLS CLUBS OF THE OCOEE REGION
385 3RD ST SWCLEVELANDTN37311N/APCMountain Bike Program$25,000
BOYS AND GIRLS CLUBS OF CHATTANOOGA
PO BOX 11567CHATTANOOGATN37401N/APCMountain bike program$25,000
BOYS AND GIRLS CLUBS OF NORTHEAST FLORIDA INC
555 W 25TH STJACKSONVILLEFL32206N/APCMountain bike program$25,000
CASA VALENTINA INC
2103 CORAL WAY 2ND FLMIAMIFL33145N/APCGeneral & Unrestricted$75,000
DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS-BASED EDU
1000 N 4TH STFAIRFIELDIA52557N/ASO III FIHEAL THE HEALERS AND/OR WOMEN'S HEALTH INITIATIVE$10,000
GRAMEEN AMERICA INC
150 W 30TH ST 8TH FLNEW YORKNY10001N/APCCovid 19 Emergency Fund FOR MIAMI$25,000
HUMAN RIGHTS WATCH INC
350 5TH AVE 34TH FLNEW YORKNY10118N/APCGeneral & Unrestricted$50,000
HUMAN RIGHTS WATCH INC
350 5TH AVE 34TH FLNEW YORKNY10118N/APCCharitable Event$8,500
IANS FRIENDS FOUNDATION INC
855 MARSEILLES DRATLANTAGA30327N/APCGeneral & Unrestricted$50,000
THE FOUNTAINHEAD RESIDENCY INC
5600 N BAYSHORE DRMIAMIFL33137N/APCAfrican or African American Women program$25,000
THIRD WAVE VOLUNTEERS INC
3566 VISTA CTMIAMIFL33133N/APCCOVID 19 health providers mask distribution$25,000
V-DAY
4104 24TH ST 4515SAN FRANCISCOCA94114N/APCCOVID 19 Fund$25,000
V-DAY
4104 24TH ST 4515SAN FRANCISCOCA94114N/APCOBR Miami FUND$25,000
V-DAY
4104 24TH ST 4515SAN FRANCISCOCA94114N/APCOBR MIAMI Operating expense FUND$15,000
V-DAY
4104 24TH ST 4515SAN FRANCISCOCA94114N/APCOBR MIAMI Operating expense FUND$15,000
V-DAY
4104 24TH ST 4515SAN FRANCISCOCA94114N/APCTEWA SANGAT INDIA$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$519,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,112ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,417ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,486,439ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,551,968ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,551,968TotalIncomeProducingActyAmt

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)
CategoryGeneral ConsultationsCategoryTxt
Amt$65Amt
Disbursements Charitable Prps$65DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN BARTOLO REGIONAL HOSPITAL VICENZABusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1VIALE F RODOLFI N 37AddressLine1Txt
CityVICENZACityNm
CountryITCountryCd
Foreign Postal36100ForeignPostalCd
FieldValueIRS element (for citing)
Grant2011-06-28GrantDt
Grant$60,000GrantAmt
Purpose Of GrantTO HELP FUND PROJECT FOR HEALTH CORPORATIONPurposeOfGrantTxt
Expended By Grantee$60,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By GranteeSEE GENERAL EXPLANATION FOR REPORT DATESDatesOfReportsByGranteeTxt
Results Of VerificationNO VERIFICATION WAS NECESSARYResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierEXPENDITURE RESPONSIBILITY STATEMENTIdentifierTxt
Form And Line ReferenceFORM 990PF, PART VII-B, LINE 5C-EXPENDITURE RESPONSIBILITY STATEMENT CONT.FormAndLineReferenceDesc
Medium ExplanationGRANTEE'S NAME: SAN BARTOLO REGIONAL HOSPITAL VICENZA GRANT DATE: 06/28/2011 DATES OF ANNUAL REPORTS: 7/23/12, 8/11/13, 9/11/14, 3/25/15, 5/6/16, 5/17/17, 6/4/18, 6/25/19, 10/15/20, 5/12/21MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY INC DEL CL$805,152$1,391,260
BROWN ADVISORY SUSTAINABILITY$1,000,000$1,042,819
CONSUMER STAPLES SELECT SECTOR$518,724$1,092,690
SPDR GOLD SHARES$65,850$178,360
SPDR S&P 500 ETF TRUST$824,168$1,338,864

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,899,682USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,899,994USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$15,000$15,000
Payroll Processing Fees$570$570
State or Local Filing Fees$250$250
Temp Help$2,000$2,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$23,076$23,076
Website Development$1,440$1,440

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2020CategoryTxt
Amt$500Amt

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