GREY FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GREY FAMILY FOUNDATION (EIN 68-0323540)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-09
IRS object ID
202001919349101400
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)
Return2020-07-09T13:17:12-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946357165PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOWAT MACKIE & ANDERSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11999 HARRISON STREET SUITE 1500AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP946123577ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680323540EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREYBusinessNameControlTxt
Phone4156081007PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 MOUNT TIBURON ROADAddressLine1Txt
CityTIBURONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD S GREYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4156081007PhoneNum
Signature2020-07-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN E WILSONPreparerPersonNm
PTINP00449883PTIN
Phone5108931120PhoneNum
Preparation2020-07-03PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,570,964FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$947InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$947InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$142,372DividendsRevAndExpnssAmt
Dividends Net Invst Incm$142,372DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$143,319TotalRevAndExpnssAmt
Total Net Invst Incm$143,319TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,791AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,791AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$20,758TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$170OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$170OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,719TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,961TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$402,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$402,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$430,069TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$409,311TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$286,750ExcessRevenueOverExpensesAmt
Net Investment Income$143,319NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$854,532SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,969SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,969SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,725,478CorporateStockBOYAmt
Corporate Stock EOY$2,270,290CorporateStockEOYAmt
Corporate Stock EOYFMV$6,547,994CorporateStockEOYFMVAmt
Total Assets BOY$2,580,010TotalAssetsBOYAmt
Total Assets EOY$2,293,260TotalAssetsEOYAmt
Total Assets EOYFMV$6,570,964TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
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$2,580,010RetainedEarningBOYAmt
Retained Earning EOY$2,293,260RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,580,010TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,293,260TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,580,010TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,293,260TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,580,010TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$286,750ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,293,260SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,293,260TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$202,135AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,803,950NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034827DistributionYr1Rt
Adjusted Qlfy Distri Yr2$317,675AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,433,343NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058468DistributionYr2Rt
Adjusted Qlfy Distri Yr3$77,665AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,771,412NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.016277DistributionYr3Rt
Adjusted Qlfy Distri Yr4$198,717AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,792,428NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041465DistributionYr4Rt
Adjusted Qlfy Distri Yr5$192,485AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,377,553NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.035794DistributionYr5Rt
Total Distribution0.186831TotalDistributionRt
Average Distribution0.037366AverageDistributionRt
Net Vl Noncharitable Assets$5,828,329NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$217,781AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,433NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$219,214AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$409,311QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,433InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,433SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,433TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,720EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,287OverpaymentAmt
Applied To ES Tax$9,287AppliedToESTaxAmt
Refund$0RefundAmt

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 StateCAOrgReportOrRegisterStateCd
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 BooksDOUGLAS P GREYIndividualWithBooksNm
Phone4156081007PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MOWAT MACKIE ANDERSON 1999AddressLine1Txt
Address Line2HARRISON ST SUITE 1500AddressLine2Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOUGLAS GREY
2 MT TIBURON ROADTIBURONCA94920PRESIDENT5.00$0$0$0
RICHARD S GREY
2370 PARADISE DRTIBURONCA94920VICE PRESIDENT2.00$0$0$0
AMANDA GREY TIMAR
201 OVERLOOK DRIVESANTA CRUZCA95060SECRETARY/TREASURER1.00$0$0$0
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$5,602,717AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$314,368AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,917,085TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,917,085AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88,756CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,828,329NetVlNoncharitableAssetsAmt
Minimum Investment Return$291,416MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$291,416MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,433TaxBasedOnInvestmentIncomeAmt
Total Tax$1,433TotalTaxAmt
Distributable Before Adj$289,983DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$289,983DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$289,983DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$409,311ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$409,311QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,433PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$407,878AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$289,983DistributableAsAdjustedAmt
Undistributed Income PY$279,499UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Total For Prior Years$35,906TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$409,311QualifyingDistributionsAmt
Applied To Year1$279,499AppliedToYear1Amt
Applied To Prior Years$35,906AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$93,906AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$196,077UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL UNDER 5000
AVAILABLE UPON REQUESTOAKLANDCA94612N/APUBLIC CHARITYPROGRAM SUPPORT$64,700
ALLIANCE FOR GLOBAL CLINICAL TRAINING
633 N SAINT CLAIR STCHICAGOIL60611N/APUBLIC CHARITYPROGRAM SUPPORT$32,700
BAY AREA DISCOVERY MUSEUM
557 MCREYNOLDS ROADSAUSALITOCA94965N/APUBLIC CHARITYPROGRAM SUPPORT$7,500
CHRIST CHURCH
118 N WASHINGTON STALEXANDRIAVA22314N/APUBLIC CHARITYPROGRAM SUPPORT$10,000
COMPASS FAMILY SERVICES
37 GROVE STSAN FRANCISCOCA94102N/APUBLIC CHARITYPROGRAM SUPPORT$15,000
DAWN REDWOODS CHARITABLE TRUST
ONE BLACKFIELD DRIVE SUITE 331TIBURONCA94920N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
GREAT FALLS PUBLIC SCHOOLS FOUNDATION
1100 FOURTH STREET SOUTHGREAT FALLSMT59405N/APUBLIC CHARITYPROGRAM SUPPORT$100,000
MEDSHARE
3240 CLIFTON SPRINGS ROADDECATURGA30034N/APUBLIC CHARITYMEDICAL EQUIPMENT, VOLUNTEER AND GENERAL SUPPORT$35,000
SANTA CATALINA SCHOOL
1500 MARK THOMAS DRMONTEREYCA93940N/APUBLIC CHARITYPROGRAM SUPPORT$5,000
SF MARIN FOOD BANK
2550 KERNER BLVDSAN RAFAELCA94901N/APUBLIC CHARITYPROGRAM SUPPORT$15,000
THE STANFORD FUND
326 GALVEZ STREETSTANFORDCA94305N/APUBLIC CHARITYSTUDENT AID, GRADUATE BUSINESS SCHOOL AND GENERAL SUPPORT$22,000
VASCULAR CURES
274 REDWOOD SHORES PKWY 717REDWOOD CITYCA94065N/APUBLIC CHARITYPROGRAM SUPPORT$72,500
WESTMINSTER PRESBYTERIAN CHURCH
240 TIBURON BOULEVARDTIBURONCA94920N/APUBLIC CHARITYPROGRAM SUPPORT$17,950
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$402,350TotalGrantOrContriPdDurYrAmt
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$947ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$142,372ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$143,319ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$143,319TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,791Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,791DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionUNDER THE PROVISION OF REG. SEC 53.4942(A)-3(D)(2), THE TAXPAYER HEREBY ELECTS TO APPLY $35,906 OF THE 2019 QUALIFYING DISTRIBUTIONS TO 2017.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK AMERICA CORP$22,392$140,880
CHEVRON CORPORATION$102,900$1,865,615
APPLE INC$343,300$2,055,550
VANGUARD 500 INDEX$1,801,698$2,485,949

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$10$0$10
ATTORNEY GENERAL REGISTRY OF CHARITABLE TRUSTS$75$0$75
BANK FEES$85$0$85

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$20,758Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.