KMZ FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KMZ FOUNDATION (EIN 81-6148162)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-29
IRS object ID
202041209349100904
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)
Return2020-04-29T09:50:15-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN816148162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KMZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKMZFBusinessNameControlTxt
Phone7033521194PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7371AddressLine1Txt
CityFAIRFAX STATIONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22039ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN BAERPersonNm
Person TitleTRUSTEE/VP/TREASURERPersonTitleTxt
Phone7033521194PhoneNum
Signature2020-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK H SMITHPreparerPersonNm
PTINP00639053PTIN
Phone2028225000PhoneNum
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$765,981FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,803DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,803DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,785NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$125,322GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,785CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$43,588TotalRevAndExpnssAmt
Total Net Invst Incm$43,588TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$96,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$72,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,137AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$534AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,671AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,464OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,464OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$711TaxesRevAndExpnssAmt
Taxes Net Invst Incm$561TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$944OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$944OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$102,256TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,559TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$75,615TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,825ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,825ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$142,081TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,559TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$115,440TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$98,493ExcessRevenueOverExpensesAmt
Net Investment Income$16,029NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,445SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,174SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,174SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$728,989OtherInvestmentsBOYAmt
Other Investments EOY$749,807OtherInvestmentsEOYAmt
Other Investments EOYFMV$749,807OtherInvestmentsEOYFMVAmt
Total Assets BOY$749,434TotalAssetsBOYAmt
Total Assets EOY$765,981TotalAssetsEOYAmt
Total Assets EOYFMV$765,981TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$749,434CapitalStockBOYAmt
Capital Stock EOY$765,981CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$749,434TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$765,981TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$749,434TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$765,981TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$749,434TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$98,493ExcessRevenueOverExpensesAmt
Other Increases$115,040OtherIncreasesAmt
Subtotal$765,981SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$765,981TotNetAstOrFundBalancesEOYAmt

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
PUBLICLY TRADED SECURITIES HELD WITH CHARLES SCHWAB$23,613$25,277-$1,664-$1,664
PUBLICLY TRADED SECURITIES HELD WITH CHARLES SCHWAB$97,880$75,260$22,620$22,620
CAPITAL GAINS DIVIDENDS$3,829$3,829$3,829P
FieldValueIRS element (for citing)
Capital Gain Net Income$24,785CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$116,306AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$854,827NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.136058DistributionYr1Rt
Adjusted Qlfy Distri Yr2$101,974AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$963,317NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.105857DistributionYr2Rt
Adjusted Qlfy Distri Yr3$99,385AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,006,884NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.098706DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,085AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$499,984NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030171DistributionYr4Rt
Total Distribution0.370792TotalDistributionRt
Average Distribution0.092698AverageDistributionRt
Net Vl Noncharitable Assets$746,340NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$69,184AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$160NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69,344AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$115,440QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$160InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$160SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$160TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$70EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$70TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$90TaxDueAmt

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 StateVAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KAREN BAERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7033521194PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7371AddressLine1Txt
CityFAIRFAX STATIONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22039ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
KATHLEEN M ZIMPEL
PO BOX 7371FAIRFAX STATIONVA22039TRUSTEE/PRESIDENT10.00$0$0$0
KAREN BAER
PO BOX 7371FAIRFAX STATIONVA22039TRUSTEE/VP/TREASURER25.00$48,000$0$0
KRISTIN COILE
PO BOX 7371FAIRFAX STATIONVA22039TRUSTEE/VP/SECRETARY25.00$48,000$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$739,398AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,308AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$757,706TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$757,706AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,366CashDeemedCharitableAmt
Net Vl Noncharitable Assets$746,340NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,317MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,317MinimumInvestmentReturnAmt
Tax Based On Investment Income$160TaxBasedOnInvestmentIncomeAmt
Total Tax$160TotalTaxAmt
Distributable Before Adj$37,157DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,157DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,157DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$115,440ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$115,440QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$160PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$115,280AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,157DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$14,935ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$49,413ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$54,224ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$73,925ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$192,497TotalExcessDistributionCyovAmt
Qualifying Distributions$115,440QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,157AppliedToCurrentYearAmt
Remaining Distri From Corpus$78,283RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$270,780TotalCorpusAmt
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$270,780ExcessDistriCyovToNextYrAmt
Excess From Year4$14,935ExcessFromYear4Amt
Excess From Year3$49,413ExcessFromYear3Amt
Excess From Year2$54,224ExcessFromYear2Amt
Excess From Year1$73,925ExcessFromYear1Amt
Excess From Current Year$78,283ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKATHLEEN M ZIMPELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ELLIES HATS
25050 RIDING PLAZA SUITE 130-648SOUTH RIDINGVA20152PCGENERAL OPERATING EXPENSES$1,000
GIVING CIRCLE OF HOPE
2940 HUNTER MILL ROAD 201OAKTONVA22124PCGENERAL OPERATING EXPENSES$550
HICKORY HILL FARM
PO BOX 1454MOUNT JULIETTN37121PCGENERAL OPERATING EXPENSES$2,500
HORSES HEALING HEARTS
2300 HIGH RIDGE RD SUITE 365BOYNTON BEACHFL33426PCGENERAL OPERATING EXPENSES$5,000
IMPACT NASHVILLE
511 UNION ST SUITE 1600NASHVILLETN37219PCGENERAL OPERATING EXPENSES$1,025
KIND
6917 ARLINGTON RD SUITE 302BETHESDAMD20814PCGENERAL OPERATING EXPENSES$5,000
NOVA PRIDE
7918 JONES BRANCH DR SUITE 300MCLEANVA22102PCGENERAL OPERATING EXPENSES$500
OASIS CENTER
1704 CHARLOTTE AVE 200NASHVILLETN37203PCGENERAL OPERATING EXPENSES$5,750
PET COMMUNITY CENTER
943-B DR RICHARD G ADAMS DRNASHVILLETN37207PCGENERAL OPERATING EXPENSES$5,000
PUPPYUP
1460 MADISON AVEMEMPHISTN38104PCGENERAL OPERATING EXPENSES$500
ROCK RECOVERY
1901 N FT MEYER DRIVE SUITE 1130ARLINGTONVA22209PCGENERAL OPERATING EXPENSES$1,000
SAFEPAW
PO BOX 23535NASHVILLETN37202PCGENERAL OPERATING EXPENSES$500
SAFESPOT
PO BOX 148FAIRFAXVA22038PCGENERAL OPERATING EXPENSES$1,000
SIMPLE CHANGES
PO BOX 991LORTONVA22199PCGENERAL OPERATING EXPENSES$5,000
THE ACHIEVER ACADEMY
2817 WEST END AVE SUITE 126-249NASHVILLETN37203PCGENERAL OPERATING EXPENSES$1,000
THE OASIS ALLIANCE
3519 COVERED BRIDGE LANEWOODBRIDGEVA22192PCGENERAL OPERATING EXPENSES$4,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,825TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,803ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,785ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$43,588ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$43,588TotalIncomeProducingActyAmt

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$2,137Amt
Net Investment Income$534NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,671DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (26 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DFA INFLATION PROTECTEDAT COST$2,403$2,403
JP MORGAN MORTGAGE BACKED SECURITYAT COST$1,986$1,986
PIMCO INTL BONDAT COST$2,875$2,875
VANGUARD INTERM TERMAT COST$1,810$1,810
VANGUARD SHORT TERMAT COST$6,093$6,093
VANGUARD SHORT TERM BONDAT COST$4,305$4,305
VANGUARD SHORT TERM INFLAT COST$1,305$1,305
VANGUARD TOTAL BOND MKTAT COST$7,504$7,504
VANGUARD TOTAL INTL BONDAT COST$5,187$5,187
ISHARES JP MORGANAT COST$20,267$20,267
DFA INTL SMALL CAP VALUEAT COST$45,020$45,020
DFA INTL SMALL CO PORTAT COST$45,307$45,307
DFA TM US MKTWDEAT COST$77,123$77,123
DFA TAX MANAGED INTLAT COST$50,380$50,380
DFA TAX MANAGED US TARGETAT COST$35,390$35,390
DFA GLOBAL REAT COST$13,973$13,973
PARAMETRIC TAX MGDAT COST$38,302$38,302
PIMCO COMMODITIES PLUSAT COST$5,419$5,419
VANGUARD DEVELOPED MKTSAT COST$40,606$40,606
VANGUARD MEGA CAP VALUEAT COST$14,099$14,099
VANGUARD SMALL CAP VALUEAT COST$51,409$51,409
VANGUARD TAX MGD SMALLAT COST$52,627$52,627
VANGUARD TOTAL STOCK MKT PLUSAT COST$13,098$13,098
VANGUARD TOTAL STOCK MKTAT COST$134,794$134,794
VANGUARD VALUE INDEX FUNDAT COST$57,785$57,785
VANGUARD 500 INDEX FUNDAT COST$20,740$20,740

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$944RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$944DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$115,040Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$2,464Amt
Net Investment Income$2,464NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$561$561$0
FOREIGN TAXES PAID$150$0$0

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