FRED MAYTAG FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRED MAYTAG FAMILY FOUNDATION (EIN 42-1444870)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-02
- IRS object ID
- 202011549349100911
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-02T11:42:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421444870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED MAYTAG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 4156733733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO STREET NO 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK MAYTAG III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4156733733 | PhoneNum |
| Signature | 2020-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2020-06-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.53.49.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-01 | IPDt |
| IP Tm | 10:48:36 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 56150EFB865ED35A48CE31663ECEA9011B635044 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,727,083 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $947,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $947,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,196,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,227,105 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$248,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $947,527 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $845 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $634 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $211 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,813 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,072 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,072 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,126 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $55,390 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $55,390 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,909 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,059 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $211,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,179 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,473 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,354,071 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,354,071 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,565,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,179 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,420,544 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,814,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $841,348 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $182,910 | CashBOYAmt |
| Cash EOY | $189,196 | CashEOYAmt |
| Cash EOYFMV | $189,196 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,165,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $864,372 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $864,372 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $51,677,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,571,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,571,115 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $111,353 | OtherAssetsBOYAmt |
| Other Assets EOY | $111,353 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $102,400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,138,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,736,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,727,083 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $57,138,109 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $56,736,036 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,138,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,736,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,138,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,736,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,138,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,814,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,412,572 | OtherIncreasesAmt |
| Subtotal | $56,736,036 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,736,036 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS - BBH | P | $461,163 | $461,163 | $461,163 | |
| PUBLICLY TRADED SECURITIES - BBH LT | P | $4,453,224 | -$1,817,946 | -$1,817,946 | $6,271,170 |
| PUBLICLY TRADED SECURITIES - BBH ST | P | $1,312,718 | $160,434 | $160,434 | $1,152,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,196,349 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,332,744 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,003,738 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.114567 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,310,884 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,344,297 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098080 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,722,964 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $60,945,300 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.093903 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,001,807 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $67,850,176 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044242 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,412,665 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $68,770,375 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107789 | DistributionYr5Rt |
| Total Distribution | 0.458581 | TotalDistributionRt |
| Average Distribution | 0.091716 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,465,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,545,658 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,413 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,554,071 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,420,544 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,413 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,413 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,362 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,362 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,949 | OverpaymentAmt |
| Applied To ES Tax | $14,949 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTEN VAN LIEFDE | IndividualWithBooksNm |
| Phone | 4156733733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO STREET 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH P MAYTAG | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FREDERICK L MAYTAG III | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTEN VAN LIEFDE | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | FOUNDATION ADMINISTRATOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $131,189 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,926,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,357,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $102,400 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,386,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,386,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $920,795 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,465,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,023,277 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,023,277 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,413 | TotalTaxAmt |
| Distributable Before Adj | $3,014,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,014,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,014,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,420,544 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,420,544 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,413 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,412,131 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,014,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,106,412 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,757,467 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,162,143 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,225,909 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,251,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,420,544 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,014,864 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,405,680 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,657,611 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,106,412 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,551,199 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,757,467 | ExcessFromYear3Amt |
| Excess From Year2 | $3,162,143 | ExcessFromYear2Amt |
| Excess From Year1 | $4,225,909 | ExcessFromYear1Amt |
| Excess From Current Year | $11,405,680 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FMFF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO ST 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156733733 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSAL FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ACCEPTED MARCH 1ST AND SEPTEMBER 1ST, | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO NEWTON AND CENTRAL IOWA ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMANDA THE PANDA | ||||||
| 1821 GRAND AVE | WEST DES MOINES | IA | 50265 | PC | GENERAL SUPPORT | $20,000 |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | ||||||
| 1730 M STREET NW NO 600 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $50,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 5000 WESTOWN PARKWAY | WEST DES MOINES | IA | 50266 | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN RED CROSS - IOWA REGION | ||||||
| 2116 GRAND AVENUE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $50,000 |
| BALLET DES MOINES | ||||||
| 121 SOUTH 11TH STREET 100 | WEST DES MOINES | IA | 50265 | PC | GENERAL SUPPORT | $35,000 |
| BERNIE LORENZ RECOVERY INC | ||||||
| 3451 EASTON BLVD | DES MOINES | IA | 50317 | PC | GENERAL SUPPORT | $10,000 |
| BIG BROTHERS BIG SISTERS OF CENTRAL IOWA | ||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | PC | GENERAL SUPPORT | $50,000 |
| BIPARTISAN POLICY CENTER | ||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | PC | CAMPUS FREE EXPRESSION PROJECT | $25,000 |
| BOY SCOUTS OF AMERICA | ||||||
| 6123 SCOUT TRAIL | DES MOINES | IA | 50321 | PC | GENERAL SUPPORT | $25,000 |
| BRAVO GREATER DES MOINES | ||||||
| 1011 LOCUST ST NO 309 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $25,000 |
| CAMP FIRE HEART OF IOWA | ||||||
| 5615 HICKMAN ROAD | DES MOINES | IA | 50310 | PC | GENERAL SUPPORT | $30,000 |
| CENTER FOR IMMIGRATION STUDIES | ||||||
| 1629 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $200,000 |
| CENTRAL COLLEGE | ||||||
| 812 UNIVERSITY | PELLA | IA | 50219 | PC | GENERAL SUPPORT | $50,000 |
| CHILDREN & FAMILIES OF IOWA | ||||||
| 1111 UNIVERSITY | DES MOINES | IA | 50314 | PC | GENERAL SUPPORT | $30,000 |
| CHILDRENS CANCER CENTER INC | ||||||
| 4901 W CYPRESS ST | TAMPA | FL | 33607 | PC | GENERAL SUPPORT | $6,000 |
| CHILDSERVE | ||||||
| 5406 MERLE HAY RD PO BOX 707 | JOHNSTON | IA | 50131 | PC | GENERAL SUPPORT | $5,000 |
| CIVIC MUSIC ASSOCIATION | ||||||
| 900 KEOSAUQUA WAY SUITE 109 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $25,000 |
| CLEARVIEW RECOVERY | ||||||
| 501 NORTH SHERMAN | PRAIRIE CITY | IA | 50228 | PC | GENERAL SUPPORT | $43,000 |
| COMMUNITY MUSIC CENTER | ||||||
| 544 CAPP STREET | SAN FRANCISCO | CA | 94110 | PC | ENDOWMENT FUND | $996,699 |
| DES MOINES ART CENTER | ||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $30,000 |
| DES MOINES METRO OPERA INC | ||||||
| 106 WEST BOSTON AVE | INDIANOLA | IA | 50125 | PC | GENERAL SUPPORT | $40,000 |
| DES MOINES PASTORIAL COUNSELING CENTER | ||||||
| 8553 URBANDALE AVE | URBANDALE | IA | 50322 | PC | GENERAL SUPPORT | $25,000 |
| DES MOINES PERFORMING ARTS | ||||||
| 221 WALNUT STREET | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $20,000 |
| DES MOINES SOCIAL CLUB | ||||||
| 900 MULBERRY ST | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $5,000 |
| DESERT BOTANICAL GARDENS | ||||||
| 1201 N GALVIN PKWY | PHOENIX | AZ | 85008 | PC | GENERAL SUPPORT | $20,000 |
| DIRECT RELIEF | ||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | HURRICANE DORRIAN EMERGENCY AID | $100,000 |
| DUCKS UNLIMITED | ||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | GENERAL SUPPORT | $10,000 |
| FIRE | ||||||
| 170 S INDEPENDENCE MALL W 510 | PHILADELPHIA | PA | 19106 | PC | GENERAL SUPPORT | $25,000 |
| FREE TO CHOOSE | ||||||
| 2002 FILMORE AVE | ERIE | PA | 16506 | PC | CAPITAL EQUIPMENT PURCHASES | $30,035 |
| FREE TO CHOOSE | ||||||
| 2002 FILMORE AVE | ERIE | PA | 16506 | PC | GENERAL SUPPORT | $150,000 |
| FREE WHEELCHAIR MISSION | ||||||
| 15279 ALTON PARKWAY SUITE 300 | IRVINE | CA | 92618 | PC | GENERAL SUPPORT | $5,000 |
| GREATER DES MOINES BOTANICAL GARDEN | ||||||
| 909 ROBERT D RAY DRIVE | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $40,000 |
| GROUT MUSEUM DISTRICT | ||||||
| 503 SOUTH ST | WATERLOO | IA | 50701 | PC | GENERAL SUPPORT | $40,000 |
| HOOVER INSTITUTION | ||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | RENEWING INDIGENOUS ECONOMIES INITIATIVE | $250,000 |
| HOOVER PRESIDENTIAL FOUNDATION | ||||||
| 302 PARKSIDE DRIVE PO BOX 696 | WEST BRANCH | IA | 52358 | PC | H.H. UNCOMMON STUDENT AWARD PROGRAM | $20,000 |
| INSTITUTE FOR JUSTICE | ||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $35,000 |
| INTERNATIONAL DARK SKY ASSOCIATION | ||||||
| 3223 NORTH FIRST AVE | TUCSON | AZ | 85719 | PC | INTERNATIONAL DARK SKY PLACES PROGRAM | $20,000 |
| IOWA 4H FOUNDATION | ||||||
| 1259 STANGE ROAD | AMES | IA | 50011 | PC | GENERAL SUPPORT | $10,000 |
| IOWA ARBORETUM | ||||||
| 1875 PEACH AVENUE | MADRID | IA | 50156 | PC | GENERAL SUPPORT | $15,000 |
| IOWA BARN FOUNDATION | ||||||
| PO BOX 436 | NEVADA | IA | 50201 | PC | GENERAL SUPPORT | $50,000 |
| IOWA HISTORICAL FOUNDATION | ||||||
| 600 EAST LOCUST | DES MOINES | IA | 50319 | PC | GENERAL SUPPORT | $25,000 |
| IOWA LEGAL AID | ||||||
| 1111 9TH ST STE 230 | DES MOINES | IA | 50314 | PC | GENERAL SUPPORT | $40,000 |
| IOWA LUTHERAN HOSPITAL | ||||||
| 1415 WOODLAND AVE E-200 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $6,000 |
| IOWA METHODIST MEDICAL CENTER | ||||||
| 1415 WOODLAND AVENUE SUITE E-200 | DES MOINES | IA | 50309 | PC | ICU SOCIAL WORKER FUND | $50,000 |
| IOWA YOUTH CHORUS | ||||||
| 6301 UNIVERSITY AVENUE SUITE 208 | WINDSOR HEIGHTS | IA | 50324 | PC | GENERAL SUPPORT | $30,000 |
| JASPER COUNTY CONCERT ASSOCIATION | ||||||
| PO BOX 1252 | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $500 |
| LAND TRUST FOR SANTA BARBARA COUNTY | ||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93101 | PC | LAND ACQUISITION | $27,659 |
| LAND TRUST FOR SANTA BARBARA COUNTY | ||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93101 | PC | LAND ACQUISITION | $1,471,844 |
| LIVING HISTORY FARMS | ||||||
| 2600 111TH STREET | URBANDALE | IA | 50322 | PC | GENERAL SUPPORT | $25,000 |
| MAINFRAME | ||||||
| 10208 SUMMERVIEW CIR | RIVERVIEW | CA | 33578 | PC | CAPITAL CAMPAIGN | $100,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||
| 52 VANDERBILT AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $75,000 |
| MIRACLE FLIGHTS FOR KIDS | ||||||
| 6396 MCLEOD DR | LAS VEGAS | NV | 89120 | PC | GENERAL SUPPORT | $10,000 |
| MOSAIC | ||||||
| 11141 AURORA AVE BLDG 3 | URBANDALE | CA | 50322 | PC | GENERAL SUPPORT | $20,000 |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||
| 8 W 38TH SUITE 503 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $60,000 |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | ||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL SUPPORT | $25,000 |
| NEWTON COMMUNITY THEATER | ||||||
| 1701 S 8TH AVE E | NEWTON | IA | 50208 | PC | EARTEC INTERCOM SYSTEM | $2,200 |
| NEWTON YMCA COMMUNITY CENTER | ||||||
| 1701 S 8TH AVE E | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $30,000 |
| ORCHARD PLACE | ||||||
| 2116 GRAND AVENUE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $60,000 |
| PACE | ||||||
| 1228 S MAIN ST SUITE 115 | COUNCIL BLUFFS | IA | 51503 | PC | GENERAL SUPPORT | $20,000 |
| PHOENIX ZOO | ||||||
| 455 NORTH GALVIN PARKWAY | PHOENIX | AZ | 85008 | PC | ZOO REACH SCHOLARSHIPS | $10,000 |
| PROPERTY & ENVIRONMENTAL RESEARCH CENTER | ||||||
| 2048 ANALYSIS DR A | BOZEMAN | MT | 59718 | PC | GENERAL SUPPORT | $50,000 |
| PROVIDENCE ST MEL SCHOOL | ||||||
| 119 S CENTRAL PARK AVE | CHICAGO | IL | 60624 | PC | GENERAL SUPPORT & SCHOLARSHIP FUND | $45,000 |
| SAVE THE REDWOOD LEAGUE | ||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | PC | LAND ACQUISITION | $4,076,317 |
| SCIENCE CENTER OF IOWA | ||||||
| 401 W MARTIN LUTHER KING JR PARKWAY | DES MOINES | IA | 50208 | PC | GENERAL SUPPORT | $30,000 |
| STONE AGE INSTITUTE | ||||||
| PO BOX 5097 | BLOOMINGTON | IN | 47407 | PC | GENERAL SUPPORT | $100,000 |
| TETON VALLEY RANCH CAMP | ||||||
| PO BOX 4915 | JACKSON | WY | 83001 | PC | GENERAL SUPPORT & ENDOWMENT | $20,000 |
| FREE TO CHOOSE NETWORK | ||||||
| 2002 FILMORE AVE | ERIE | PA | 16506 | PC | ROBERT H. BORK LAW & ECONOMICS ROOM AT CAPITAF | $5,000 |
| THE NATURE CONSERVANCY IN IOWA | ||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | PC | IOWA STATE DIRECTOR INNOVATION FUND | $45,000 |
| THE NATURE CONSERVANCY IN IOWA | ||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | PC | KUNDEL PROPERTY | $31,140 |
| THE NATURE CONSERVANCY IN IOWA | ||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | PC | LAND ACQUISITION | $2,173,751 |
| THE NEW ATLANTIS | ||||||
| 1730 M STREET NW SUITE 910 | WASHINTON | DC | 20036 | PC | GENERAL SUPPORT | $25,000 |
| THE NEW CRITERION | ||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $85,000 |
| THE NEWTON VILLAGE | ||||||
| 7171 OHMS LN | MINNEAPOLIS | MN | 55439 | PC | WHEELCHAIR-READY PASSENGER VAN | $62,000 |
| UCP WHEELS FOR HUMANITY | ||||||
| 9509 VASSAR AVENUE UNIT A | CHATSWORTH | CA | 91311 | PC | GENERAL SUPPORT | $25,000 |
| UNITED WAY - JASPER COUNTY | ||||||
| 312 FIRST AVE WEST | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $25,000 |
| VISITING NURSE & HOSPICE CARE | ||||||
| 509 E MONTECITO ST STE 200 | SANTA BARBARA | CA | 93103 | PC | GENERAL SUPPORT | $15,000 |
| VOX PRESS | ||||||
| PO BOX 2954 | OXFORD | MS | 38655 | PC | PRISON HIGHER EDUCATION INITATIVE | $5,000 |
| WESLEY RETIREMENT SERVICES | ||||||
| 5508 NORTHWEST 88TH STREET | JOHNSTON | IA | 50131 | PC | GENERAL SUPPORT | $30,000 |
| WESLEY RETIREMENT SERVICES | ||||||
| 5508 NORTHWEST 88TH STREET | JOHNSTON | IA | 50131 | PC | ENDOWMENT FUND | $2,689,426 |
| YOUTH EMERGENCY SERVICES & SHELTER (YESS) | ||||||
| 918 SE 11TH STREET | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $7,500 |
| DES MOINES SYMPHONY ASSOCIATION | ||||||
| 1011 LOCUST STREET 200 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $50,000 |
| DES MOINES AREA COMMUNITY COLLEGE | ||||||
| 2006 S ANKENY BLVD | ANKENY | IA | 50023 | SO I | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,354,071 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $947,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,196,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$248,822 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$248,822 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,250 | Amt |
| Net Investment Income | $26,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,813 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC-CL B | $1,096,242 | $1,778,478 |
| BBH SEL SER-LRG CAP-1 | $3,184,315 | $3,324,846 |
| SEQUOIA FUND | $1,284,253 | $1,821,560 |
| VANGUARD TOTL STK MKT IND-SG | $23,183,762 | $46,073,205 |
| LONG LEAF PARTNERS | $2,946,514 | $2,573,026 |
| UNREALIZED GAINS | $23,876,029 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $845 | LegalFeesAmt |
| Net Investment Income | $634 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $211 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PART OF LOT 5, MADSEN S/D | Desc |
| BOY Book Value | $111,353 | BOYBookValueAmt |
| EOY Book Value | $111,353 | EOYBookValueAmt |
| EOYFMV | $102,400 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEWTON PROPERTY EXPENSES | $8,849 | $8,849 | $0 |
| INSURANCE | $525 | $262 | $262 |
| BANK FEES | $178 | $89 | $89 |
| POSTAGE AND SHIPPING | $1,885 | $943 | $943 |
| TRAVEL | $1,347 | $673 | $673 |
| BUSINESS LICENSE & FEE | $185 | $93 | $92 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $14,412,572 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $64,072 | Amt |
| Net Investment Income | $64,072 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT PROPERTY TAXES | $4,126 | $4,126 | $0 |
| FEDERAL EXCISE TAX | $39,100 | $0 | $0 |