BETA

LINDSAY D DRYDEN JR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LINDSAY D DRYDEN JR CHARITABLE FOUNDATION INC (EIN 81-1588245)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-09
IRS object ID
202123139349101797
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)
Return2021-11-09T15:16:08-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592831281PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALER DONTEN LEVINE ET AL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DR 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334015948ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN811588245EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DRYDEN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDRYDBusinessNameControlTxt
Phone4438417772PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111980 LONGWOOD GREEN DRIVEAddressLine1Txt
CityWELLINGTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33414ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDSAY D DRYDEN IVPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4438417772PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLINDSAYPersonFirstNm
Person LastDRYDEN IVPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK E MANGANPreparerPersonNm
PTINP00643116PTIN
Phone5618329292PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$926,946FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,591InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,591InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,801DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,801DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,240NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$160,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,240CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,632TotalRevAndExpnssAmt
Total Net Invst Incm$18,632TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,140AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$760AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,900TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,140TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$760TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,140TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,510TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,018ExcessRevenueOverExpensesAmt
Net Investment Income$17,492NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,585SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,601SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,601SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$158,760USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Other Investments BOY$574,804OtherInvestmentsBOYAmt
Other Investments EOY$704,530OtherInvestmentsEOYAmt
Other Investments EOYFMV$919,345OtherInvestmentsEOYFMVAmt
Total Assets BOY$745,149TotalAssetsBOYAmt
Total Assets EOY$712,131TotalAssetsEOYAmt
Total Assets EOYFMV$926,946TotalAssetsEOYFMVAmt
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$745,149RetainedEarningBOYAmt
Retained Earning EOY$712,131RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$745,149TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$712,131TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$745,149TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$712,131TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$745,149TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,018ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$712,131SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$712,131TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property160,000 US TREASURY BILLSPropertyDesc
How AcquiredPHowAcquiredCd
Sold2020-04-16SoldDt
Gross Sales Price$160,000GrossSalesPriceAmt
Cost Or Other Basis$158,760CostOrOtherBasisAmt
Gain Or Loss$1,240GainOrLossAmt
Gains Minus Excess Or Losses$1,240GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,240CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$243InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$243SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$243TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$245EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$245TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2OverpaymentAmt
Applied To ES Tax$2AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
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 Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4438417772PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111980 LONGWOOD GREEN DRIVEAddressLine1Txt
CityWELLINGTONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33414ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDSAY D DRYDEN IV
11980 LONGWOOD GREEN DRIVEWELLINGTONFL33414PRESIDENT1.00$0$0$0
MATTHEW P GOETTE
305 WEST PENNSYLVANIA AVENUETOWSONMD21204VICE-PRESIDENT1.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$889,540AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,593AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$899,133TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$899,133AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,487CashDeemedCharitableAmt
Net Vl Noncharitable Assets$885,646NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,282MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,282MinimumInvestmentReturnAmt
Tax Based On Investment Income$243TaxBasedOnInvestmentIncomeAmt
Total Tax$243TotalTaxAmt
Distributable Before Adj$44,039DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,039DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,039DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,510ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,510QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,510AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,039DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$3,496ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,775ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,186ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,489ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$28,946TotalExcessDistributionCyovAmt
Qualifying Distributions$50,510QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,039AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,471RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$35,417TotalCorpusAmt
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$35,417ExcessDistriCyovToNextYrAmt
Excess From Year4$3,496ExcessFromYear4Amt
Excess From Year3$11,775ExcessFromYear3Amt
Excess From Year2$6,186ExcessFromYear2Amt
Excess From Year1$7,489ExcessFromYear1Amt
Excess From Current Year$6,471ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLEN ACADEMY
3201 BOONVILLE RDBRYANTX77802NONEPCUNRESTRICTED$2,500
CALVERT SCHOOL
105 TUSCANY ROADBALTIMOREMD21210NONEPCUNRESTRICTED$30,000
CENTRAL OREGON LOCAVORE
1841 NE 3RD STBENDOR97701NONEPCUNRESTRICTED$2,000
GARRISON FOREST SCHOOL
300 GARRISON FOREST ROADOWINGS MILLSMD21117NONEPCUNRESTRICTED$500
GILMAN SCHOOL
305 WEST PENNSYLVANIA AVENUETOWSONMD21204NONEPCUNRESTRICTED$500
PEBBLE CREEK ELEMENTARY
200 PARKVIEW DRIVECOLLEGE STATIONTX77845NONEPCUNRESTRICTED$2,500
THE NATIONAL MENTORING PARTNERSHIP
201 SOUTH STREET SUITE 615BOSTONMA02111NONEPCUNRESTRICTED$250
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPCUNRESTRICTED$3,000
THE MANOR CONSERVANCY
PO BOX 408MONKTONMD21111NONEPCUNRESTRICTED$500
MONKTON COUNTY DAY CARE
1930 MONKTON ROADMONKTONMD21111NONEPCUNRESTRICTED$5,000
C3 LEGACY FOUNDATION
1514 RR 620 SOUTHAUSTINTX78734NONEPCUNRESTRICTED$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,591ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,801ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,240ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,632ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,632TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,900Amt
Net Investment Income$1,140NetInvestmentIncomeAmt
Disbursements Charitable Prps$760DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB US MC ETFFMV$73,830$109,088
NESCO HOLDINGS INCFMV$1,041$737
SCHWAB US LARGE CAP ETFFMV$163,905$271,031
SCHWAB US SMALL CAP ETFFMV$80,639$116,590
VANGUARD FTSE ALL WORLD EX US ETFFMV$107,665$129,559
VANGUARD HIGH YIELD CORP FUND INVESTOR SHAREFMV$50,000$49,950
CHARLES SCHWAB US REIT ETFFMV$19,472$18,226
ISHARES CORE MSCI EMERGING ETFFMV$28,447$37,844
VANGUARD SHORT TERM COR BD ETFFMV$160,204$163,170
VANGUARD FTSE ALL WORLD EX US SMALL CAP ETFFMV$19,327$23,150

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.