BETA

UPMOBILITY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UPMOBILITY FOUNDATION INC (EIN 47-1689125)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-14
IRS object ID
202141659349100424
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)
Return2021-06-14T13:12:31-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Ayco Company LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 15201AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471689125EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UpMobility Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% AYCO CO LP - NTGInCareOfNm
Business Name ControlUPMOBusinessNameControlTxt
Phone5186405000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128 Waverly PlAddressLine1Txt
CityLittle FallsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13365ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN BABINECPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5186405000PhoneNum
Signature2021-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARTINPersonFirstNm
Person LastBABINECPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonElizabeth VanTasselPreparerPersonNm
PTINP01080611PTIN
Phone5188864000PhoneNum
Preparation2021-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$14,868,875FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,228,550ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,808InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,808InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,550DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,550DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,136,703NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,136,703GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,136,703CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,388,611TotalRevAndExpnssAmt
Total Net Invst Incm$4,160,061TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$7,181AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$178,720OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$46,300OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$72,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,011OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$101OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$258,912TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$101TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$46,300TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,201,020ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,201,020ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,459,932TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$101TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,247,320TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,928,679ExcessRevenueOverExpensesAmt
Net Investment Income$4,159,960NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$978,516SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,668,124SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,668,124SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$305,804CorporateStockBOYAmt
Corporate Stock EOY$316,326CorporateStockEOYAmt
Corporate Stock EOYFMV$11,200,751CorporateStockEOYFMVAmt
Total Assets BOY$1,284,320TotalAssetsBOYAmt
Total Assets EOY$3,984,450TotalAssetsEOYAmt
Total Assets EOYFMV$14,868,875TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,284,320RetainedEarningBOYAmt
Retained Earning EOY$3,984,450RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,284,320TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,984,450TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,284,320TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,984,450TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,284,320TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,928,679ExcessRevenueOverExpensesAmt
Subtotal$6,212,999SubtotalAmt
Other Decreases$2,228,549OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,984,450TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIES DETAIL AVAILABLE UPON REQUESTPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$4,136,703GrossSalesPriceAmt
Gain Or Loss$4,136,703GainOrLossAmt
Gains Minus Excess Or Losses$4,136,703GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,136,703CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$57,823InvestmentIncomeExciseTaxAmt
Subtotal$57,823SubtotalAmt
Tax Based On Investment Income$57,823TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$62,788EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$82,788TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$422EsPenaltyAmt
Overpayment$24,543OverpaymentAmt
Applied To ES Tax$24,543AppliedToESTaxAmt

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 BylawsYes (true)ChangesToArticlesOrBylawsInd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1AYCO CO LP - NTGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5186405000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 COLISEUM DRIVEAddressLine1Txt
CityCohoesCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12047ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARTIN BABINEC
28 Waverly PlLittle FallsNY13365DIRECTOR/PRESIDENT/TREASURER1.0$0$0$0
KRISTA BABINEC
28 Waverly PlLittle FallsNY13365ADVISOR1.0$0$0$0
ANDREA BABINEC
28 Waverly PlLittle FallsNY13365ADVISOR1.0$0$0$0
KEVIN LANGLEY
5949 Goodwood AvenueBaton RougeLA70806Secretary / Executive Director1.0$0$0$0
MICHAEL SCIOTTI
1401 Clayton Manor DriveLiverpoolNY13088CHIEF FINANCIAL OFFICER1.0$0$0$0
PEGGY O' SHEA
194 Dover RoadBarneveldNY13304DIRECTOR1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPTDescription1Txt
Description2UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).Description2Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,429,547AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$542,029AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,971,576TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,971,576AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$149,574CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,822,002NetVlNoncharitableAssetsAmt
Minimum Investment Return$491,100MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$491,100MinimumInvestmentReturnAmt
Tax Based On Investment Income$57,823TaxBasedOnInvestmentIncomeAmt
Total Tax$57,823TotalTaxAmt
Distributable Before Adj$433,277DistributableBeforeAdjAmt
Distributable Before Ded$433,277DistributableBeforeDedAmt
Distributable As Adjusted$433,277DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,247,320ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,247,320QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,247,320AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$433,277DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$98,321ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$150,479ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,003ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$91,788ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$167,828ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$517,419TotalExcessDistributionCyovAmt
Qualifying Distributions$1,247,320QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$433,277AppliedToCurrentYearAmt
Remaining Distri From Corpus$814,043RemainingDistriFromCorpusAmt
Total Corpus$1,331,462TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$98,321ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,233,141ExcessDistriCyovToNextYrAmt
Excess From Year4$150,479ExcessFromYear4Amt
Excess From Year3$9,003ExcessFromYear3Amt
Excess From Year2$91,788ExcessFromYear2Amt
Excess From Year1$167,828ExcessFromYear1Amt
Excess From Current Year$814,043ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARTIN AND KRISTA BABINECContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED LISTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line128 WAVERLY PLACEAddressLine1Txt
CityLITTLE FALLSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13365ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL CHARITABLE PURPOSESGrantOrContributionPurposeTxt
Amt$1,201,020Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,201,020TotalGrantOrContriPdDurYrAmt

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$4,808ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,550ExclusionAmt
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$4,136,703ExclusionAmt
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$4,160,061ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,160,061TotalIncomeProducingActyAmt

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 PersonMARTIN KRISTA BABINECContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O THE AYCO COMPANY LP PO BOXAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,228,550TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property30,000 SHS TRINET GROUP INCNoncashPropertyDesc
Fair Market Value$2,228,550FairMarketValueAmt
Received2020-11-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,181Amt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS$316,326$10,572,071
CHARLES SCHWAB$0$628,680

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescAPPRECIATION OVER DONOR'S COST BASIS OFDesc
Amt$2,228,549Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT FEES$101$101
FILING FEES$910

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL AND PROFESSIONAL FEES$10,003
CHARITABLE ADVISORY SERVICES$46,300$46,300
CONSULTING AND MANAGEMENT SERV$122,417

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$72,000Amt

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