BETA

PERKINS FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PERKINS FOUNDATION INC (EIN 20-8523229)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-02
IRS object ID
202001549349100005
Schema version
2019v5.1
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)
Return2020-06-02T08:42:52-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561415202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUGHES PITTMAN & GUPTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 SUNDAY DRIVE SUITE 300AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27607ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208523229EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PERKINS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERKBusinessNameControlTxt
Phone9199350178PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 525AddressLine1Txt
CitySANFORDCityNm
State AbbreviationNCStateAbbreviationCd
ZIP273310525ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE R PERKINS JRPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9199350178PhoneNum
Signature2020-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHERYL RHEWPreparerPersonNm
PTINP00493843PTIN
Phone9192325900PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$350,487FMVAssetsEOYAmt
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$50InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,092DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,092DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,211NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$441,835GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,211CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,353TotalRevAndExpnssAmt
Total Net Invst Incm$19,353TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,825OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,825OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,613TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,613TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$98OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$98OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,536TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,536TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$66,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$66,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,536TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,536TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,183ExcessRevenueOverExpensesAmt
Net Investment Income$13,817NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2,036CashEOYAmt
Cash EOYFMV$2,036CashEOYFMVAmt
Other Assets BOY$389,071OtherAssetsBOYAmt
Other Assets EOY$332,637OtherAssetsEOYAmt
Other Assets EOYFMV$348,451OtherAssetsEOYFMVAmt
Total Assets BOY$389,071TotalAssetsBOYAmt
Total Assets EOY$334,673TotalAssetsEOYAmt
Total Assets EOYFMV$350,487TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,793OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,793TotalLiabilitiesBOYAmt
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$387,278RetainedEarningBOYAmt
Retained Earning EOY$334,673RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$387,278TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$334,673TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$389,071TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$334,673TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$387,278TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,183ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$335,095SubtotalAmt
Other Decreases$422OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$334,673TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CAP TRUST RGD-008203 PUBLICLY TRADED SECURITY$388,036$380,120$7,916$7,916
CAP TRUST RGD-008203 PUBLICLY TRADED SECURITY$52,245$54,504-$2,259-$2,259
CAPITAL GAINS DIVIDENDS$1,554$1,554$1,554P
FieldValueIRS element (for citing)
Capital Gain Net Income$7,211CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$58,156AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$267,172NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.217673DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,429AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$186,329NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050604DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,361AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$191,439NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048898DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,431AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$195,334NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053401DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,208AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$203,346NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050200DistributionYr5Rt
Total Distribution0.420776TotalDistributionRt
Average Distribution0.084155AverageDistributionRt
Net Vl Noncharitable Assets$371,156NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,235AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$138NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,373AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$66,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$138InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$138SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$138TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$138TaxDueAmt

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 StateNCOrgReportOrRegisterStateCd
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 BooksR MICHAEL GRAYIndividualWithBooksNm
Phone9198706822PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14208 SIX FORKS ROAD SUITE 1700AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
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)
PersonGEORGE R PERKINS JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 525AddressLine1Txt
CitySANFORDCityNm
State AbbreviationNCStateAbbreviationCd
ZIP273310525ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
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$372,245AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,563AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$376,808TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$376,808AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,652CashDeemedCharitableAmt
Net Vl Noncharitable Assets$371,156NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,558MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,558MinimumInvestmentReturnAmt
Tax Based On Investment Income$138TaxBasedOnInvestmentIncomeAmt
Total Tax$138TotalTaxAmt
Distributable Before Adj$18,420DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,420DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,420DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$66,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$138PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$65,862AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,420DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$40,362ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,362TotalExcessDistributionCyovAmt
Qualifying Distributions$66,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,420AppliedToCurrentYearAmt
Remaining Distri From Corpus$47,580RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$87,942TotalCorpusAmt
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$87,942ExcessDistriCyovToNextYrAmt
Excess From Year1$40,362ExcessFromYear1Amt
Excess From Current Year$47,580ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUBS OF CENTRAL CAROLINA
1414 BRAGG STREETSANFORDNC27330PCEDUCATIONAL$450
FIRST BAPTIST CHURCH
202 SUMMITT DRIVESANFORDNC27330PCOUTREACH PROGRAMS$52,000
YOUNG LIFE LEE COUNTY
PO BOX 3135SANFORDNC27331PCOUTREACH PROGRAMS$1,250
LEE COUNTY EDUCATION FOUNDATION
PO BOX 98SANFORDNC27331PCOUTREACH PROGRAMS$1,000
NATIONAL CENTER FOR EDUCATION STATISTICS
550 12TH STREET SWWASHINGTONDC20202PCEDUCATIONAL$500
TEMPLE THEATRE
120 CARTHAGE STSANFORDNC27330PCEDUCATIONAL$2,500
THE GIDEONS INTERNATIONAL
PO BOX 140800NASHVILLENC372140800PCCHARITABLE ASSISTANCE FOR FAMILIES.$1,500
THE UNIT FOUNDATION
PO BOX 1281VASSNC28394PCOUTREACH PROGRAMS EDUCATIONAL$500
DOWNTOWN SANFORD
115 CHATHAM STSANFORDNC27330GOVOUTREACH PROGRAMS EDUCATIONAL$5,000
HORRY COUNTY SC - GIFTS FOR NURSING HOME RESIDENTS
C/O LIZ TANGEMANHORRY COUNTYSC29576NCCHARITABLE ASSISTANCE FOR RESIDENTS.$300
YMCA OF THE TRIANGLE
801 CORPORATE CENTER DR STE 200RALEIGHNC27607PCOUTREACH PROGRAMS EDUCATIONAL$500
THE ARC OF BEAUFORT COUNTY INC
1534 W 5TH STWASHINGTONNC278894108PCOUTREACH PROGRAMS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$66,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,092ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,211ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$19,353ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,353TotalIncomeProducingActyAmt

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionFOUNDATION ELECTS, UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2), TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM A YEAR BEFORE 2016.ElectionDesc

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMUTUAL FUNDSDesc
BOY Book Value$389,071BOYBookValueAmt
EOY Book Value$332,637EOYBookValueAmt
EOYFMV$348,451EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR 2018 SALES SETTLED IN 2019Desc
Amt$422Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMARGIN INTEREST EXPENSEDesc
Revenue And Expenses Per Books$98RevenueAndExpensesPerBooksAmt
Net Investment Income$98NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTEMPORARY NEGATIVE CASH BALANCEDesc
BOY Book Value$1,793BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$2,825Amt
Net Investment Income$2,825NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$66$66$0
TAX PAYMENT$2,547$2,547$0

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