BETA

PUTCHIE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PUTCHIE FOUNDATION (EIN 84-3229178)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-12
IRS object ID
202141329349101424
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)
Return2021-05-12T09:37:20-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN272214441PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1INTENTIONAL PHILANTHROPY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13 BETHESDA METRO CENTER SUITE 960AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN843229178EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PUTCHIE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O INTENTIONAL PHILANTHROPY LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPUTCBusinessNameControlTxt
Phone3017614433PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 BETHESDA METRO CENTER NO 960AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH K BENSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3017614433PhoneNum
Signature2021-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSARAHPersonFirstNm
Person LastBENSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY KHIANIPreparerPersonNm
PTINP02145533PTIN
Phone3017614433PhoneNum
Preparation2021-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$10,906,353FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$183,070DividendsRevAndExpnssAmt
Dividends Net Invst Incm$183,070DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,559NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,559GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,559CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$189,629TotalRevAndExpnssAmt
Total Net Invst Incm$189,629TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,693LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,693LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$83,773OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,773OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$36,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,608TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$100TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$100TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,429OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,429OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$97,903TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$47,773TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$48,522TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$583,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$583,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$680,903TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$47,773TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$631,522TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$491,274ExcessRevenueOverExpensesAmt
Net Investment Income$141,856NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,005,398SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$85,884SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$85,884SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$10,820,469OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,820,469OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,005,398TotalAssetsBOYAmt
Total Assets EOY$10,906,353TotalAssetsEOYAmt
Total Assets EOYFMV$10,906,353TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$10,005,398NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,906,353NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$10,005,398TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,906,353TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,005,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,906,353TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,005,398TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$491,274ExcessRevenueOverExpensesAmt
Other Increases$1,392,229OtherIncreasesAmt
Subtotal$10,906,353SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,906,353TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$6,559GrossSalesPriceAmt
Gain Or Loss$6,559GainOrLossAmt
Gains Minus Excess Or Losses$6,559GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,559CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,972InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,972SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,972TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$472TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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 BooksINTENTIONAL PHILANTHROPY LLCIndividualWithBooksNm
Phone3017614433PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 BETHESDA METRO CENTER SUITE 960AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
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

FieldValueIRS element (for citing)
PersonSARAH K BENSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 BETHESDA METRO CENTER SUITE 960AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTOR, PRESIDENT & SECRETARYTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$6,231,841AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,787,315AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,019,156TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,019,156AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$150,287CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,868,869NetVlNoncharitableAssetsAmt
Minimum Investment Return$493,443MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$493,443MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,972TaxBasedOnInvestmentIncomeAmt
Total Tax$1,972TotalTaxAmt
Distributable Before Adj$491,471DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$491,471DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$491,471DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$631,522ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$631,522QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$631,522AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$491,471DistributableAsAdjustedAmt
Undistributed Income PY$20,818UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$631,522QualifyingDistributionsAmt
Applied To Year1$20,818AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$491,471AppliedToCurrentYearAmt
Remaining Distri From Corpus$119,233RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$119,233TotalCorpusAmt
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$119,233ExcessDistriCyovToNextYrAmt
Excess From Current Year$119,233ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KAIROSPDX
PO BOX 12190PORTLANDOR97212N/APCGENERAL OPERATING SUPPORT$150,000
GREATER THAN
2916 NE ALBERTA ST STE DPORTLANDOR97211N/APCGENERAL OPERATING SUPPORT$175,000
ALBINA HEAD START
3417 NE 7TH AVEPORTLANDOR97212N/APCDIRECT RELIEF FOR FAMILIES - DIAPERS AND TECHNOLOGY$50,000
FRIENDS OF THE CHILDREN PORTLAND
44 NE MORRIS STPORTLANDOR97212N/APCGENERAL OPERATING SUPPORT$125,000
ACT INT'L
PO BOX 1649BRENTWOODTX37024N/APCSUPPORT OF BRAIN MAPPING PROJECT FOR IMAGO DEI$83,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$583,000TotalGrantOrContriPdDurYrAmt
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$183,070ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,559ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$189,629ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$189,629TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,300DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
70,486.533 SHARES OF DFA GLOBAL REAL ESTATE SEC PORTFOLIO (DFGEX)FMV$757,730$757,730
150,226.176 SHARES OF DFA INTERNATIONAL CORE EQUITY(DFIEX)FMV$2,188,795$2,188,795
36,583.694 SHARES OF DFA EMERGING MRKTS CORE EQU PORTF (DFCEX)FMV$887,886$887,886
38,978.852 SHARES OF DFA US SMALL CAP VALUE PRTF INSTL (DFSVX)FMV$1,342,042$1,342,042
21,432.496 SHARES OF DFA US LARGE CAP VALUE PRTF INSTL (DFLVX)FMV$804,362$804,362
50,488.82 SHARES OF VANGUARD INT-TERM BOND INDEX ADMIRAL (VBILX)FMV$635,654$635,654
3,425 SHARES OF VANGUARD GROWTH INDEX FUND ETF (VUG)FMV$867,690$867,690
6,719 SHARES OF VANGUARD VALUE INDEX FUND ETF (VTV)FMV$799,292$799,292
13,416 SHARES OF ISHARES CORE US AGGREGATE BOND ETF (AGG)FMV$1,585,637$1,585,637
11,428 SHARES OF VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF (VCSH)FMV$951,381$951,381

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,693LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,693DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$750$0$750
MEMBERSHIP DUES$765$0$765
OFFICE EXPENSE$1,872$0$1,872
POSTAGE$62$0$62
REGISTRATION AND FILING FEES$980$0$980

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN ON INVESTMENTSDesc
Amt$1,392,229Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOUNDATION MANAGEMENT FEES$36,000$0$36,000
INVESTMENT MANAGEMENT FEES$47,773$47,773$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,608Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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