ROGERS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROGERS FAMILY CHARITABLE FOUNDATION (EIN 81-4474271)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-14
IRS object ID
202143189349100614
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)
Return2021-11-14T20:05:30-06:00ReturnTs
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)
EIN814474271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rogers Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlROGEBusinessNameControlTxt
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)
PersonTHOMAS S ROGERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMAS SPersonFirstNm
Person LastROGERSPersonLastNm
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$4,121,312FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$226InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$226InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$73,753DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,753DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,897NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$383,761GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,897CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$182,876TotalRevAndExpnssAmt
Total Net Invst Incm$182,876TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,259PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$3,259PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$22,520OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,520OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,159TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20,743OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$20,743OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$92,681TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,520TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$69,002TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,867ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,867ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$272,548TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,520TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$248,869TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$89,672ExcessRevenueOverExpensesAmt
Net Investment Income$160,356NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$65,122SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$250,588SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$250,588SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,508,442CorporateStockBOYAmt
Corporate Stock EOY$3,238,304CorporateStockEOYAmt
Corporate Stock EOYFMV$3,870,724CorporateStockEOYFMVAmt
Total Assets BOY$3,573,564TotalAssetsBOYAmt
Total Assets EOY$3,488,892TotalAssetsEOYAmt
Total Assets EOYFMV$4,121,312TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,573,564RetainedEarningBOYAmt
Retained Earning EOY$3,488,892RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,573,564TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,488,892TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,573,564TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,488,892TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,573,564TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$89,672ExcessRevenueOverExpensesAmt
Other Increases$5,000OtherIncreasesAmt
Subtotal$3,488,892SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,488,892TotNetAstOrFundBalancesEOYAmt

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$383,761GrossSalesPriceAmt
Cost Or Other Basis$274,864CostOrOtherBasisAmt
Gain Or Loss$108,897GainOrLossAmt
Gains Minus Excess Or Losses$108,897GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$108,897CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,229InvestmentIncomeExciseTaxAmt
Subtotal$2,229SubtotalAmt
Tax Based On Investment Income$2,229TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,230ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,230TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1OverpaymentAmt
Applied To ES Tax$1AppliedToESTaxAmt

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 EtcfalseOrganizationDissolvedEtcInd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jason Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas, VP0.0$0$0$0
Jessica Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, VP0.0$0$0$0
Robert Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377VP0.0$0$0$0
Sylvia Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377VP2.0$30,000$0$0
Tom Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres2.0$15,000$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$3,808,485AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,943AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,899,428TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,899,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,491CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,840,937NetVlNoncharitableAssetsAmt
Minimum Investment Return$192,047MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$192,047MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,229TaxBasedOnInvestmentIncomeAmt
Total Tax$2,229TotalTaxAmt
Distributable Before Adj$189,818DistributableBeforeAdjAmt
Recoveries Qualfied Distri$5,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$194,818DistributableBeforeDedAmt
Distributable As Adjusted$194,818DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$248,869ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$248,869QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$248,869AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$194,818DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr3$73,322ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,399ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$376,605ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$454,326TotalExcessDistributionCyovAmt
Qualifying Distributions$248,869QualifyingDistributionsAmt
Applied To Current Year$194,818AppliedToCurrentYearAmt
Remaining Distri From Corpus$54,051RemainingDistriFromCorpusAmt
Total Corpus$508,377TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$508,377ExcessDistriCyovToNextYrAmt
Excess From Year3$73,322ExcessFromYear3Amt
Excess From Year2$4,399ExcessFromYear2Amt
Excess From Year1$376,605ExcessFromYear1Amt
Excess From Current Year$54,051ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSylvia RogersContributingManagerNm
Contributing ManagerTom RogersContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCAuditory Verbal UK$2,717
FACING HISTORY AND OURSELVES INC
PO BOX 470749BROOKLINEMA02447N/APCGeneral & Unrestricted$2,250
HEBREW HOME FOR THE AGED
5901 PALISADE AVERIVERDALENY10471N/APCGeneral & Unrestricted$50,000
HOPE COMMUNITY SERVICES INC
50 WASHINGTON BLVDNEW ROCHELLENY10801N/APCGeneral & Unrestricted$500
JEWISH COMMUNITY CENTER OF HARRISON INC
130 UNION AVEHARRISONNY10528N/APCGeneral & Unrestricted$10,400
LIGHTHOUSE GUILD INTERNATIONAL INC
250 W 64TH STNEW YORKNY10023N/APCGeneral & Unrestricted$2,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
PO BOX 22349NEW YORKNY10087N/APCGeneral & Unrestricted$50,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 3RD AVENEW YORKNY10017N/APCGeneral & Unrestricted$2,500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDE PLMEMPHISTN38105N/APCGeneral & Unrestricted$1,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW
435 W 116TH ST BOX A-2NEW YORKNY10027N/APCGeneral & Unrestricted$50,000
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
PO BOX 4227NEW YORKNY10261N/APCGeneral & Unrestricted$5,500
USA ANIRIDIA NETWORK - ANIRIDIA FOUNDATION INTERNA
PO BOX 5705CHARLOTTESVILLEVA22905N/APCGeneral & Unrestricted$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,867TotalGrantOrContriPdDurYrAmt

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$226ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,753ExclusionAmt
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$108,897ExclusionAmt
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$182,876ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$182,876TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD CORE PLUS BD FD INSTI CL$706,834$756,421
ISHARE SP SMALL CAP 600 INDEX$77,676$103,479
ISHARES BARCLAYS US TREASURY B$646,561$695,410
ISHARES S&P 500 INDEX FD$6,341$8,259
METROPOLITAN WEST RETURN BOND$406,074$429,602
SCHWAB S P 500 INDEX FUND SELE$956,500$1,373,245
VANGUARD FTSE DEVELOPED MARKET$383,485$436,409
VANGUARD FTSE EMERGING MARKETS$54,833$67,899

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$20,638$20,638
Postage/Delivery Service$80$80
State or Local Filing Fees$25$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$5,000Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$22,520Amt
Net Investment Income$22,520NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2019CategoryTxt
Amt$1,159Amt

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