THE BRAD & JILL JACKSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE BRAD & JILL JACKSON FAMILY FOUNDATION (EIN 46-3772325)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-09
IRS object ID
202133139349101503
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)
Return2021-11-09T09:14:03-06:00ReturnTs
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)
EIN463772325EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Brad & Jill Jackson Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBRADBusinessNameControlTxt
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)
PersonJILL JACKSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJILLPersonFirstNm
Person LastJACKSONPersonLastNm
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$941,919FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$397,839ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$256InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$256InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,416DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,167DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$149,290NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$656,744GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$173,061CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$557,801TotalRevAndExpnssAmt
Total Net Invst Incm$183,484TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,046OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,046OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$613TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,525OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,184TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,046TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$450,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$450,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$465,184TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,046TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$457,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$92,617ExcessRevenueOverExpensesAmt
Net Investment Income$176,438NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,424SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$131,344SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$131,344SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$668,286CorporateStockBOYAmt
Corporate Stock EOY$649,983CorporateStockEOYAmt
Corporate Stock EOYFMV$810,575CorporateStockEOYFMVAmt
Total Assets BOY$688,710TotalAssetsBOYAmt
Total Assets EOY$781,327TotalAssetsEOYAmt
Total Assets EOYFMV$941,919TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$688,710RetainedEarningBOYAmt
Retained Earning EOY$781,327RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$688,710TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$781,327TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$688,710TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$781,327TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$688,710TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$92,617ExcessRevenueOverExpensesAmt
Subtotal$781,327SubtotalAmt
Tot Net Ast Or Fund Balances EOY$781,327TotNetAstOrFundBalancesEOYAmt

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$656,744GrossSalesPriceAmt
Cost Or Other Basis$483,683CostOrOtherBasisAmt
Gain Or Loss$173,061GainOrLossAmt
Gains Minus Excess Or Losses$173,061GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$173,061CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,452InvestmentIncomeExciseTaxAmt
Subtotal$2,452SubtotalAmt
Tax Based On Investment Income$2,452TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,010ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,510TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$58OverpaymentAmt
Applied To ES Tax$58AppliedToESTaxAmt

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 EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Brad Jackson
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Treas1.0$0$0$0
Jill Jackson
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir1.0$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$769,828AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$63,415AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$833,243TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$833,243AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,499CashDeemedCharitableAmt
Net Vl Noncharitable Assets$820,744NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,037MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,037MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,452TaxBasedOnInvestmentIncomeAmt
Total Tax$2,452TotalTaxAmt
Distributable Before Adj$38,585DistributableBeforeAdjAmt
Distributable Before Ded$38,585DistributableBeforeDedAmt
Distributable As Adjusted$38,585DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$457,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$457,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$457,525AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,585DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr5$853ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$6,405ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$111,459ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$118,717TotalExcessDistributionCyovAmt
Qualifying Distributions$457,525QualifyingDistributionsAmt
Applied To Current Year$38,585AppliedToCurrentYearAmt
Remaining Distri From Corpus$418,940RemainingDistriFromCorpusAmt
Total Corpus$537,657TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$853ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$536,804ExcessDistriCyovToNextYrAmt
Excess From Year2$6,405ExcessFromYear2Amt
Excess From Year1$111,459ExcessFromYear1Amt
Excess From Current Year$418,940ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBrad JacksonContributingManagerNm
Contributing ManagerJill JacksonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277N/APCThe Palouse Club$25,000
UNIVERSITY CHILD DEVELOPMENT SCHOOL
5062 9TH AVE NESEATTLEWA98105N/APCUCDS Campaign$150,000
UNIVERSITY CHILD DEVELOPMENT SCHOOL
5062 9TH AVE NESEATTLEWA98105N/APCGeneral & Unrestricted$275,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$450,000TotalGrantOrContriPdDurYrAmt

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$256ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,416ExclusionAmt
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$149,290ExclusionAmt
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$159,962ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$159,962TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJackson JillContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13835 W Mercer WayAddressLine1Txt
CityMercer IslandCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Total Contributions$397,839TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1TESLA MOTORS INC TSLA, 100 sh.$66,2452020-12-29
1AMAZON COM AMZN, 100 sh.$331,5942020-12-29

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON COM$331,594$325,692
BARON EMERGING MARKETS FUND$4,338$7,118
CALVERT EMERGING MARKETS EQUIT$7,000$7,141
DOUBLELINE TOTAL RETURN BOND$18,096$18,317
GW&K SMALL CAP EQUITY FUND$17,963$19,266
INFINITY Q DIVERSIFIED ALPHA F$13,763$13,827
ISHARES CURRENCY HEDGED MSCI E$8,690$9,720
ISHARES RUSSELL 2000$12,351$12,940
ISHARES S&P 500 INDEX FD$40,974$56,309
ISHARESLEHMAN 7-10YR$9,090$9,116
JPMORGAN CORE PLUS BOND FUND$32,661$34,262
MICROSOFT CORP$59,615$190,169
PIMCO INCOME FUND$6,979$7,008
SCOUT MID CAP$13,665$17,334
TESLA MOTORS INC$66,245$70,567
WCM FOCUSED INTL GROWTH FUNDS$6,959$11,789

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $450,000. This amount represents 25% or more of the Foundation's net assets of $880,575 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,500$7,500
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$7,046Amt
Net Investment Income$7,046NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2020$500
990-PF Extension for 2019$113

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