MEACHAM FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MEACHAM FOUNDATION (EIN 05-0590644)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-09
IRS object ID
202123139349102422
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)
Return2021-11-09T18:13:17-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050590644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEACHAM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEACBusinessNameControlTxt
Phone8585589200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12131 DAVID WAYAddressLine1Txt
CityDEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL R MEACHAMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8585589200PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastMEACHAMPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY H MCGROARTYPreparerPersonNm
PTINP00735101PTIN
Phone8585589200PhoneNum

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$882,414FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,435ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$15,146DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,146DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$780NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,357GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$780CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,361TotalRevAndExpnssAmt
Total Net Invst Incm$15,926TotalNetInvstIncmAmt
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$3,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,414TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,603OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,568OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,417TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,568TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,435TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,867TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,568TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,885TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,506ExcessRevenueOverExpensesAmt
Net Investment Income$7,358NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,012CashBOYAmt
Cash EOY$7,968CashEOYAmt
Cash EOYFMV$7,968CashEOYFMVAmt
Other Investments BOY$617,847OtherInvestmentsBOYAmt
Other Investments EOY$618,799OtherInvestmentsEOYAmt
Other Investments EOYFMV$874,446OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,414OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$646,273TotalAssetsBOYAmt
Total Assets EOY$626,767TotalAssetsEOYAmt
Total Assets EOYFMV$882,414TotalAssetsEOYFMVAmt
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$646,273RetainedEarningBOYAmt
Retained Earning EOY$626,767RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$646,273TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$626,767TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$646,273TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$626,767TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$646,273TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,506ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$626,767SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$626,767TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2020-01-012020-12-31$56,273$55,577$696$696
CAPITAL GAINS DIVIDENDS$84$84$84P
FieldValueIRS element (for citing)
Capital Gain Net Income$780CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$102InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$102SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$102TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$341EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$341TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$239OverpaymentAmt
Applied To ES Tax$239AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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
Individual With BooksLINDSAY BROWNELL LLPIndividualWithBooksNm
Phone8585589200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12019UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL R MEACHAM
2131 DAVID WAYDEL MARCA92014PRESIDENT0.25$0$0$0
CHARLENE D MEACHAM
2131 DAVID WAYDEL MARCA92014VICE PRESIDENT0.25$0$0$0
CHARLES P MEACHAM
2131 DAVID WAYDEL MARCA92014SECRETARY/CFO0.25$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$757,453AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,180AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$774,633TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$774,633AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,619CashDeemedCharitableAmt
Net Vl Noncharitable Assets$763,014NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,151MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,151MinimumInvestmentReturnAmt
Tax Based On Investment Income$102TaxBasedOnInvestmentIncomeAmt
Total Tax$102TotalTaxAmt
Distributable Before Adj$38,049DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$38,049DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$38,049DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,885ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,885QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,885AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,049DistributableAsAdjustedAmt
Undistributed Income PY$33,581UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$28,885QualifyingDistributionsAmt
Applied To Year1$28,885AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$4,696Taxable2Amt
Undistributed Income CY$38,049UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDANIEL R MEACHAMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGROS INTERNATIONAL
2225 4TH AVE 200SEATTLEWA98121N/APCGENERAL$500
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE 1700CHICAGOIL60601N/APCGENERAL$1,000
CHARTER FOR COMPASSION INTERNATIONAL
PO BOX 10787BAINBRIDGE ISLANDWA98110N/APCGENERAL$100
CHILDREN'S SHELTER OF HOPE FOUNDATION
505 N TOMAHAWK IS DRIVEPORTLANDOR97217N/APCGENERAL$1,000
COMMUNITIES IN SCHOOLS PENINSULA
PO BOX 684VAUGHNWA98394N/APCGENERAL$1,000
CONSTRUCTION FOR CHANGE
4800 AIRPORT WAY S STE 1SEATTLEWA98108N/APCGENERAL$600
FISH FOOD BANK
1767 12TH ST 147HOOD RIVEROR97031N/APCGENERAL$500
FRED HUTCHINSON CANCER RESEARCH
1100 FAIRVIEW AVE N PO BOX 19024SEATTLEWA98109N/APCGENERAL$500
GIG HARBOR BOATSHOP
3805 HARBORVIEW DRIVEGIG HARBORWA98335N/APCGENERAL$1,000
GIG HARBOR CANOE AND KAYAK RACING TEAM
PO BOX 1097GIG HARBORWA98335N/APCGENERAL$2,500
GIG HARBOR DOWNTOWN WATERFRONT ALLIANCE
3311 HARBORVIEW DRIVE STE 101GIG HARBORWA98335N/APCGENERAL$1,100
GIG HARBOR FISH FOOD BANK
PO BOX 154GIG HARBORWA98335N/APCGENERAL$1,000
HABITAT FOR HUMANITY
1825 CORNWALL AVEBELLINGHAMWA98225N/APCGENERAL$500
HARBOR HISTORY MUSEUM
4121 HARBORVIEW DRGIG HARBORWA98335N/APCGENERAL$2,000
HARBOR WILDWATCH
3207 HARBORVIEW DRGIG HARBORWA98335N/APCGENERAL$2,000
HUMBOLDT STATE UNIVERSITY FOUNDATION
1 HARPST STARCATACA95521N/AGENERAL$150
JACOBS & CUSHMAN SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVESAN DIEGOCA92121N/APCGENERAL$1,500
LONG LIVE THE KINGS
1326 5TH AVE STE 450SEATTLEWA98101N/APCGENERAL$1,500
NICOLAS FUND FOR EDUCATION
9311 SE 36TH ST STE 202MERCER ISLANDWA98040N/APCGENERAL$1,000
SALVATION ARMY
615 SLATERS LANE PO BOX 269ALEXANDRIAVA22313N/APCGENERAL$500
TACOMA COMMUNITY COLLEGE FOUNDATION
6501 S 19TH STTACOMAWA98466N/APCGENERAL$500
TPHS FOUNDATION
3710 DEL MAR HEIGHTS RDSAN DIEGOCA92130N/APCGENERAL$1,500
UCSD FOUNDATION
9500 GILMAN DR MC 0940LA JOLLACA92093N/APCGENERAL$1,000
UNITED STATES MARINE RAIDER ASSOCIATION
704 COOPER COURTARLINGTONTX76011N/APCGENERAL$500
YMCA OF PIERCE AND KITSAP COUNTIES
4717 S 19TH ST 201TACOMAWA98405N/APCGENERAL$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,450TotalGrantOrContriPdDurYrAmt
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$15,146ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$780ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,926ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,926TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,400DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionIN ACCORDANCE WITH REGULATIONS SECTION 53.4942(A)-3(D)(2) THE FOUNDATION IS MAKING AN ELECTION TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME OF TAXABLE YEAR 2016.ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$618,799BookValueAmt
EOYFMV$874,446EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescTAX REFUND RECEIVABLEDesc
BOY Book Value$1,414BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSE$7,657$7,657$0
FRANCHISE TAX BOARD FEE$10$0$10
RRF-1 REGISTRATION OF CHARITABLE TRUST$25$0$25
MISCELLANEOUS EXPENSE$911$911$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,414Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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