EOS FOUNDATION TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EOS FOUNDATION TR (EIN 47-7281230)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-02-11
IRS object ID
202010429349100411
Schema version
2018v3.1
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)
Return2020-02-11T11:58:47-08:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KERRY M BALTHROP CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12333 FLORENCE ROADAddressLine1Txt
CityKELLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76262ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN477281230EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EOS FOUNDATION TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEOSFBusinessNameControlTxt
Phone8177310241PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 121938AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGWENDOLYN WEINERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8177310241PhoneNum
Signature2020-02-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKERRY M BALTHROPPreparerPersonNm
PTINP00588182PTIN
Phone8174319220PhoneNum
Preparation2020-02-10PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,588,811FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$260,387DividendsRevAndExpnssAmt
Dividends Net Invst Incm$260,387DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$503,364NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$574,883GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$503,364CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss-$452OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$11OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$763,299TotalRevAndExpnssAmt
Total Net Invst Incm$763,762TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$840LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$840LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,350AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,350AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$14,880TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$91OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$91OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$18,511TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,441TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,190TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$836,449ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$836,449ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$854,960TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,441TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$838,639TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$91,661ExcessRevenueOverExpensesAmt
Net Investment Income$762,321NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,726,875SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,934,307SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,934,307SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$8,255,831CorporateStockBOYAmt
Corporate Stock EOY$8,956,738CorporateStockEOYAmt
Corporate Stock EOYFMV$13,654,504CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$13,982,706TotalAssetsBOYAmt
Total Assets EOY$13,891,045TotalAssetsEOYAmt
Total Assets EOYFMV$18,588,811TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$13,982,706CapitalStockBOYAmt
Capital Stock EOY$13,891,045CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$13,982,706TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,891,045TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,982,706TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,891,045TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,982,706TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$91,661ExcessRevenueOverExpensesAmt
Subtotal$13,891,045SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,891,045TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LTCG DIVIDENDSP2017-10-012019-09-30$479,459$0$0$479,459$0$0$0$479,459
CHARLES SCHWAB MANAGED ACCOUNTP2017-10-012019-09-30$95,424$0$71,519$23,905$0$0$0$23,905
FieldValueIRS element (for citing)
Capital Gain Net Income$503,364CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$265,804AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$18,182,007NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.014619DistributionYr1Rt
Adjusted Qlfy Distri Yr2$604,684AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,431,057NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036801DistributionYr2Rt
Adjusted Qlfy Distri Yr3$913,654AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,109,159NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.075451DistributionYr3Rt
Adjusted Qlfy Distri Yr4$434,484AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,846,035NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049116DistributionYr4Rt
Adjusted Qlfy Distri Yr5$253,238AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,934,602NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.036518DistributionYr5Rt
Total Distribution0.212505TotalDistributionRt
Average Distribution0.042501AverageDistributionRt
Net Vl Noncharitable Assets$18,349,443NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$779,870AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,623NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$787,493AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$838,639QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,623InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,623SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,623TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,250EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$10,250TotalPaymentsAndCreditsAmt
Original Return Overpayment-$10,250OriginalReturnOverpaymentAmt
Overpayment$2,627OverpaymentAmt
Applied To ES Tax$2,627AppliedToESTaxAmt

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 StateTXOrgReportOrRegisterStateCd
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 Line1RIDGMAR OIL & GAS COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8177310241PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12601 RIDGMAR PLAZAAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76116ZIPCd
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
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

FieldValueIRS element (for citing)
PersonGWENDOLYN WEINERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12601 RIDGMAR PLAZAAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76116ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,080,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,548,243AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,628,876TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$18,628,876AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$279,433CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,349,443NetVlNoncharitableAssetsAmt
Minimum Investment Return$917,472MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$917,472MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,623TaxBasedOnInvestmentIncomeAmt
Total Tax$7,623TotalTaxAmt
Distributable Before Adj$909,849DistributableBeforeAdjAmt
Distributable Before Ded$909,849DistributableBeforeDedAmt
Distributable As Adjusted$909,849DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$838,639ExpensesAndContributionsAmt
Qualifying Distributions$838,639QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,623PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$831,016AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$909,849DistributableAsAdjustedAmt
Undistributed Income PY$827,579UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$838,639QualifyingDistributionsAmt
Applied To Year1$827,579AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,060AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$898,789UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGWENDOLYN WEINERContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABLE DOG-INSPIRING DIGNITY
4620 EDISON AVE SUITE DCOLORADO SPRINGSCO80915NUNRESTRICTED$8,000
ACLU FOUNDATION OF ARIZONA
PO BOX 17148PHOENIXAZ85011NUNRESTRICTED$500
ALDERA FOUNDATION
2901 RIVERGLEN DRFORT WORTHTX76109YUNRESTRICTED$6,000
AMERICAN FND FOR SUICIDE PREVENTION
199 WATER ST 11TH FLOORNEW YORKNY10038NUNRESTRICTED$5,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NUNRESTRICTED$5,000
ARIZONA FRIENDS OF CHAMBER MUSIC
PO BOX 40845TUCSONAZ85717NUNRESTRICTED$16,000
ARIZONA PUBLIC MEDIA
PO BOX 210067TUCSONAZ85721NUNRESTRICTED$32,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RDKANABUT84741NUNRESTRICTED$5,000
BIG BROTHERS AND BIG SISTERS
2502 N ROCKY POINT DR STE 550TAMPAFL33607NUNRESTRICTED$20,000
BOB WOODRUFF FOUNDATION
1350 BROADWAY STE 905NEW YORKNY10018YUNRESTRICTED$10,000
BRAIN AND BEHAVIOR RESEARCH
90 PARK AVE 16TH FLOORNEW YORKNY10016YUNRESTRICTED$8,000
CARTER CENTER-JIMMY CARTER
453 FREEDOM PARKWAYATLANTAGA30307NUNRESTRICTED$10,000
CATHOLIC FND FOR THE DIOCESE OF TUCSON
192 S STONE AVE BLD 2TUCSONAZ85701NUNRESTRICTED$50,000
CENTER FOR SCIENCE IN THE PUBLIC INTEREST
1220 L STREET NW SUITE 300WASHINGTONDC20005NUNRESTRICTED$11,000
CENTRAL COAST QLP
519-B HARTNELL STMONTEREYCA93940NUNRESTRICTED$5,000
CHARITY WATCH
PO BOX 578460CHICAGOIL60657NUNRESTRICTED$500
CLINTON FOUNDATION
1633 BROADWAY 5TH FLOORNEW YORKNY10019YUNRESTRICTED$8,000
COLORADO COLLEGE SUMMER MUSIC FESTIVAL
14 E CACHE LA POUDRE STCOLORADO SPRINGSCO80903NUNRESTRICTED$3,500
COLORADO PROF FIRE FIGHTERS FND
433 S ALLISON PKWY 110DENVERCO80226YUNRESTRICTED$5,000
COLORADO PUBLIC RADIO
7409 S ALTON CTSENTINNIALCO80112NUNRESTRICTED$5,000
DALLAS INSTITUTE
2719 ROUTH STREETDALLASTX75201NUNRESTRICTED$8,000
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLOORNEW YORKNY10001NUNRESTRICTED$25,000
DRAWING STUDIO INC
2760 N TUCSON BLVDTUCSONAZ85701NUNRESTRICTED$500
FINCA
1201 15TH ST NW 8TH FLOORWASHINGTONDC20005NUNRESTRICTED$300
FRIENDS OF THE EARTH
1101 15TH ST NW 11TH FLOORWASHINGTONDC20005NUNRESTRICTED$20,000
FUGEES FAMILY
1933 E DUBLIN GRANVILLE RD 117COLUMBUSOH43229NUNRESTRICTED$5,000
GARY SINISE FOUNDATION
PO BOX 50008STUDIO CITYCA91614YUNRESTRICTED$5,000
GUITARS OVER GUNS
169 E FLAGLER ST STE 1134MIAMIFL33131NUNRESTRICTED$3,000
HISPANIC FEDERATION HURRICANE RECOVERY
55 EXCHANGE PLACE 5 FLOORNEW YORKNY10005NUNRESTRICTED$10,000
HONOR FOR ALL
3122 WARWICK ROADROYAL OAKMI48073NUNRESTRICTED$2,000
HUMANE SOCIETY OF SOUTHERN AZ
3450 N KELVIN BLVDTUCSONAZ85716NUNRESTRICTED$4,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD SUITE 1500LOS ANGELESCA90025NUNRESTRICTED$5,000
JOHNS HOPKINS UNIVERSITY
550 N BROADWAY SUITE 914BALTIMOREMD21201NUNRESTRICTED$40,000
KCME CLASSICAL MUSIC
1921 NORTH WEBER STREETCOLORADO SPRINGSCO80907NUNRESTRICTED$2,000
KINGS AGAINST VIOLENCE
451 CLARKSON AVE SUITE 1-7221BROOKLYNNY11203NUNRESTRICTED$5,000
LIVING LANDS & WATER
17624 ROUTE 84 N GREAT RIVER RDEAST MOLINEIL61244NUNRESTRICTED$1,000
MEANS
HELLOMEANSDATABASEORGWASHINGTONDC20005NUNRESTRICTED$5,000
MENTAL HEALTH COLORADO
1120 LINCOLN ST 1606DENVERCO80203NUNRESTRICTED$10,000
MERCY CORPS
PO BOX 2669 DEPT WPORTLANDOR97208NUNRESTRICTED$20,000
MULTIPLE MYELOMA RESEARCH FOUND
383 MAIN AVE 5TH FLOORNORWALKCT03851YUNRESTRICTED$28,000
NAMI
3803 N FAIRFAX DR 100ARLINGTONVA22203NUNRESTRICTED$5,000
NATIONAL MILITARY FAMILY ASSOC
3601 EISENHOWER AVE SUITE 425ALEXANDRIAVA22302NUNRESTRICTED$11,000
OBAMA FOUNDATION
5235 S HARPER COURT STE 1140CHICAGOIL60615YUNRESTRICTED$265
PALM SPRINGS ART MUSEUM
PO BOX 2310PALM SPRINGSCA92263NUNRESTRICTED$9,400
PEARLS AFRICA FOUNDATION
269 S BEVERLY DR 338BEVERLY HILLSCA90212NUNRESTRICTED$5,000
PETSMART CHARITIES
19601 N 27TH AVEPHOENIXAZ85027YUNRESTRICTED$13,000
PI BETA PHI FOUNDATION
1154 TOWN COUNTRY COMMONS DRTOWN COUNTRYMO63017NUNRESTRICTED$25,000
PLANNED PARENTHOOD
123 WILLIAM STREETNEW YORKNY10038NUNRESTRICTED$30,000
RICHMOND CYCLING CORPS
2123 FAIRMOUNT AVERICHMONDVA23223NUNRESTRICTED$5,000
RIVERTREE ACADEMY
PO BOX 101268FORT WORTHTX76185NUNRESTRICTED$50,000
ROCKY MOUNTAIN PBS
1089 BANNOCK STDENVERCO80204NUNRESTRICTED$5,000
SAFARI DOCTORS
269 S BEVERLY DR 338BEVERLY HILLSCA90212NUNRESTRICTED$5,000
SAN ANTONIO AMPUTEE FOUNDATION
23358 SEVEN WINDSSAN ANTONIOTX78258YUNRESTRICTED$8,000
SAVE THE CHILDREN FEDERATION
501 KINGS HIGHWAY EAST STE 400FAIRFIELDCT06825NUNRESTRICTED$10,000
SEEDS OF PEACE
370 LEXINGTON AVENEW YORKNY10017NUNRESTRICTED$25,000
SWEET BRIAR COLLEGE
134 CHAPEL ROADSWEET BRIARVA24595NUNRESTRICTED$10,000
THE DAVID SHELDRICK WILDLIFE TRUST
201 N ILLINOI ST 16TH FLOORINDIANAPOLISIN46204NUNRESTRICTED$12,000
STANFORD LAW
559 NATHAN ABBOTT WAYSTANFORDCA94305NUNRESTRICTED$5,000
TRUST FOR PUBLIC LAND
101 MONTGOMERY ST STE 900SAN FRANCISCOCA94104NUNRESTRICTED$1,000
TU NIDITO
3922 N MOUNTAIN AVETUCSONAZ85719NUNRESTRICTED$4,000
UC SAN DIEGO FOUNDATION
9500 GILMAN DR 0940LA JOLLACA92093YGIST FUND$25,000
UNICEF USA
125 MADISON LANENEW YORKNY10038NUNRESTRICTED$25,000
UNITY
1901 NW BLUE PARKWAYUNITY VILLAGEMO64065NUNRESTRICTED$50,000
UNIV OF AZ FOUNDATION
PO BOX 210077TUCSONAZ85721YSCHOLARSHIP$32,284
USA FOR UNHCR
1775 K STREET NW SUITE 580WASHINGTONDC20006NUNRESTRICTED$15,000
VAN CLIBURN FOUNDATION
201 MAIN ST STE 100FORT WORTHTX76102YUNRESTRICTED$6,000
VETERANS COMMUNITY PROJECT
8900 TROOST AVEKANSAS CITYMO64131NUNRESTRICTED$5,000
VIRGINIA WARING INTL PIANO COMP
73-710 FRED WARING DR 201PALM DESERTCA92260NUNRESTRICTED$5,000
WILDLIFE CONSERVATION NETWORK
209 MISSISSIPPI STREETSAN FRANCISCOCA94107NUNRESTRICTED$20,000
WOMENS REFUGEE COMMISSION
15 W 37TH ST 9TH FLOORNEW YORKNY10018NUNRESTRICTED$200
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NUNRESTRICTED$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$836,449TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$260,387ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$503,364ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$763,762ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$763,762TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetCAPITAL GAINS & CAP GAIN DIVIDENDS-MANAGED INVESTMENT ACCOUNTSAssetDesc
How AcquiredPurchasedHowAcquiredTxt
Sold2019-09SoldDt
Gross Sales Price$574,883GrossSalesPriceAmt
Basis$71,519BasisAmt
Total Net$503,364TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS IN MUTUAL FUNDS & STOCKS (WELLS FARGO)$5,220,090$7,082,567
INVESTMENTS IN MUTUAL FUNDS & STOCKS (SCHWAB)$3,736,648$6,571,937

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$91RevenueAndExpensesPerBooksAmt
Net Investment Income$91NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFROM K-1Desc
Revenue And Expenses Per Books-$452RevenueAndExpensesPerBooksAmt
Net Investment Income$11NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$14,880Amt

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