BETA

COOPER-MACGRATH FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
COOPER-MACGRATH FOUNDATION (EIN 45-3233188)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202031359349100433
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)
Return2020-05-14T15:55:36-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453233188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cooper-MacGrath FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCOOPBusinessNameControlTxt
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)
PersonCHRISTOPHER ZIMMERMANPersonNm
Person Titleco-presidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$2,766,844FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,082InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,082InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$53,271DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,271DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,657NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,657CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$314,010TotalRevAndExpnssAmt
Total Net Invst Incm$64,010TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,002TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$14,119OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$14,119OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,121TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,119TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$140,121TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$139,119TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$173,889ExcessRevenueOverExpensesAmt
Net Investment Income$64,010NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$90,039SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,706,374CorporateStockBOYAmt
Corporate Stock EOY$1,959,302CorporateStockEOYAmt
Corporate Stock EOYFMV$2,755,844CorporateStockEOYFMVAmt
Total Assets BOY$1,796,413TotalAssetsBOYAmt
Total Assets EOY$1,970,302TotalAssetsEOYAmt
Total Assets EOYFMV$2,766,844TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,796,413RetainedEarningBOYAmt
Retained Earning EOY$1,970,302RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,796,413TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,970,302TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,796,413TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,970,302TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,796,413TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$173,889ExcessRevenueOverExpensesAmt
Subtotal$1,970,302SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,970,302TotNetAstOrFundBalancesEOYAmt

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$60,000GrossSalesPriceAmt
Cost Or Other Basis$50,343CostOrOtherBasisAmt
Gain Or Loss$9,657GainOrLossAmt
Gains Minus Excess Or Losses$9,657GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,657CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$123,587AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,150,065NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057481DistributionYr1Rt
Adjusted Qlfy Distri Yr2$112,223AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,901,411NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059021DistributionYr2Rt
Adjusted Qlfy Distri Yr3$80,714AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,531,283NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05271DistributionYr3Rt
Adjusted Qlfy Distri Yr4$74,781AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,267,181NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059014DistributionYr4Rt
Adjusted Qlfy Distri Yr5$58,749AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$986,808NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059534DistributionYr5Rt
Total Distribution0.28776TotalDistributionRt
Average Distribution0.057552AverageDistributionRt
Net Vl Noncharitable Assets$2,387,215NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$137,389AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$640NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$138,029AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$139,119QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$640InvestmentIncomeExciseTaxAmt
Subtotal$640SubtotalAmt
Tax Based On Investment Income$640TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$360OverpaymentAmt
Applied To ES Tax$360AppliedToESTaxAmt

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 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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Christopher Zimmerman
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Co- Pres1.0$0$0$0
Laura Zimmerman
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres, Dir1.0$0$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$2,350,506AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$73,063AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,423,569TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,423,569AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,354CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,387,215NetVlNoncharitableAssetsAmt
Minimum Investment Return$119,361MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$119,361MinimumInvestmentReturnAmt
Tax Based On Investment Income$640TaxBasedOnInvestmentIncomeAmt
Total Tax$640TotalTaxAmt
Distributable Before Adj$118,721DistributableBeforeAdjAmt
Distributable Before Ded$118,721DistributableBeforeDedAmt
Distributable As Adjusted$118,721DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$139,119ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$139,119QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$640PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$138,479AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$118,721DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr5$10,157ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,939ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,432ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,700ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,986ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$64,214TotalExcessDistributionCyovAmt
Qualifying Distributions$139,119QualifyingDistributionsAmt
Applied To Current Year$118,721AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,398RemainingDistriFromCorpusAmt
Total Corpus$84,612TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,157ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$74,455ExcessDistriCyovToNextYrAmt
Excess From Year4$11,939ExcessFromYear4Amt
Excess From Year3$5,432ExcessFromYear3Amt
Excess From Year2$19,700ExcessFromYear2Amt
Excess From Year1$16,986ExcessFromYear1Amt
Excess From Current Year$20,398ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerChristopher ZimmermanContributingManagerNm
Contributing ManagerLaura ZimmermanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELLEVUE SCHOOLS FOUNDATION
PO BOX 40644BELLEVUEWA98015N/APCGeneral & Unrestricted$10,000
HOPELINK
PO BOX 3577REDMONDWA98073N/APCGeneral & Unrestricted$20,000
LAMBERT HOUSE
PO BOX 23111SEATTLEWA98102N/APCGeneral & Unrestricted$10,000
RAINIER SCHOLARS
2100 24TH AVE S STE 360SEATTLEWA98144N/APCGeneral & Unrestricted$40,000
ROOTS YOUNG ADULT SHELTER
1415 NE 43RD STSEATTLEWA98105N/APCGeneral & Unrestricted$25,000
THE SOPHIA WAY
11061 NE 2ND STBELLEVUEWA98004N/APCFor the Building Futures Capital Campaign$10,000
YOUTH EASTSIDE SERVICES
999 164TH AVE NEBELLEVUEWA98008N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,000TotalGrantOrContriPdDurYrAmt

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$1,082ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,271ExclusionAmt
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$9,657ExclusionAmt
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$64,010ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,010TotalIncomeProducingActyAmt

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 PersonZimmerman ChristopherContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13010 W Lake Sammamish Parkway SEAddressLine1Txt
CityBellevueCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98008ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVANGUARD INDEX TR VANGUARD TOTAL STOCK VTSAX, 3158.959 sh.NoncashPropertyDesc
Fair Market Value$250,000FairMarketValueAmt
Received2019-12-17ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INDEX TR VANGUARD TOT$1,480,893$2,179,951
VANGUARD TOTAL INT ST IDX-AD$478,409$575,893

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$14,094$14,094
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2019$1,000
990-PF Excise Tax for 2018$2

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