RATTIE FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RATTIE FAMILY FOUNDATION (EIN 27-6999375)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-18
IRS object ID
202512619349100001
Schema version
2024v5.2
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)
Return2025-09-18T01:24:33-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Manhattan WestAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276999375EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rattie Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GOLDMAN SACHS AYCOInCareOfNm
Business Name ControlRATTBusinessNameControlTxt
Phone5186405000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O GOLDMAN SACHS AYCO PO Box 15201AddressLine1Txt
CityAlbanyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH RATTIEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5186405000PhoneNum
Signature2025-07-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine W DiIonnaPreparerPersonNm
PTINP00999533PTIN
Phone2127733000PhoneNum
Preparation2025-07-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,624,185FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$190,020ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$131InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$131InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,891DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,891DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$295,851NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$373,748GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$295,851CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$507,893TotalRevAndExpnssAmt
Total Net Invst Incm$317,873TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,838AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,837AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$3,675TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,838TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,837TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$128,703ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$128,703ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$132,378TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,838TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$130,540TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$375,515ExcessRevenueOverExpensesAmt
Net Investment Income$316,035NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,042SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,814SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,814SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$360,328CorporateStockBOYAmt
Corporate Stock EOY$442,630CorporateStockEOYAmt
Corporate Stock EOYFMV$1,412,371CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$200,000OtherAssetsEOYAmt
Other Assets EOYFMV$200,000OtherAssetsEOYFMVAmt
Total Assets BOY$388,370TotalAssetsBOYAmt
Total Assets EOY$654,444TotalAssetsEOYAmt
Total Assets EOYFMV$1,624,185TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$388,370CapitalStockBOYAmt
Capital Stock EOY$654,444CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$388,370TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$654,444TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$388,370TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$654,444TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$388,370TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$375,515ExcessRevenueOverExpensesAmt
Subtotal$763,885SubtotalAmt
Other Decreases$109,441OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$654,444TotNetAstOrFundBalancesEOYAmt

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$373,748GrossSalesPriceAmt
Cost Or Other Basis$77,897CostOrOtherBasisAmt
Gain Or Loss$295,851GainOrLossAmt
Gains Minus Excess Or Losses$295,851GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$295,851CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,393InvestmentIncomeExciseTaxAmt
Subtotal$4,393SubtotalAmt
Tax Based On Investment Income$4,393TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,750EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$6,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$9,250TotalPaymentsAndCreditsAmt
Overpayment$4,857OverpaymentAmt
Applied To ES Tax$4,857AppliedToESTaxAmt

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 StateUTOrgReportOrRegisterStateCd
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 AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GOLDMAN SACHS AYCOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5186405000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 COLISEUM DRIVEAddressLine1Txt
CityCOHOESCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12047ZIPCd
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
KEITH RATTIE
C/O GOLDMAN SACHS AYCO PO Box 15201AlbanyNY122125201TRUSTEE1.0$0$0$0
NANCY E RATTIE
C/O GOLDMAN SACHS AYCO PO Box 15201AlbanyNY122125201TRUSTEE1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,276,028AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,343AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$100,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,405,371TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,405,371AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,081CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,384,290NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,215MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,215MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,393TaxBasedOnInvestmentIncomeAmt
Total Tax$4,393TotalTaxAmt
Distributable Before Adj$64,822DistributableBeforeAdjAmt
Distributable Before Ded$64,822DistributableBeforeDedAmt
Distributable As Adjusted$64,822DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$130,540ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$130,540QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,822DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$148,664ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$127,513ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$208,836ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$166,232ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,319ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$664,564TotalExcessDistributionCyovAmt
Qualifying Distributions$130,540QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$64,822AppliedToCurrentYearAmt
Remaining Distri From Corpus$65,718RemainingDistriFromCorpusAmt
Total Corpus$730,282TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$148,664ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$581,618ExcessDistriCyovToNextYrAmt
Excess From Year4$127,513ExcessFromYear4Amt
Excess From Year3$208,836ExcessFromYear3Amt
Excess From Year2$166,232ExcessFromYear2Amt
Excess From Year1$13,319ExcessFromYear1Amt
Excess From Current Year$65,718ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKEITH NANCY E RATTIEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED LISTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O Goldman Sachs Ayco PO BOX 1520AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral Charitable PurposesGrantOrContributionPurposeTxt
Amt$128,703Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$128,703TotalGrantOrContriPdDurYrAmt

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$131ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,891ExclusionAmt
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 IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$295,851ExclusionAmt
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$317,873ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$317,873TotalIncomeProducingActyAmt

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 PersonKEITH O NANCY E RATTIEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O GOLDMAN SACHS AYCO PO BOX 1520AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd
FieldValueIRS element (for citing)
Total Contributions$190,020TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property6,000 SHARES OF DEVON ENERGY CORPNoncashPropertyDesc
Fair Market Value$190,020FairMarketValueAmt
Received2024-12-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$3,675Amt
Net Investment Income$1,838NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,837DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC SYMBOL$79,620$225,378
BOEING CO SYMBOL$67,804$177,000
DEVON ENERGY CORP SYMBOL$89,589$229,110
JPMORGAN CHASE & CO$184,159$671,188
AMAZON.COM INC$21,458$109,695

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCESS MED EQUIPMENT FINANCINGDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$200,000EOYBookValueAmt
EOYFMV$200,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
APPRECIATION OVER DONOR'S COST BASIS$109,441
FOR STOCK DONATED TO THE FOUNDATION$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt

Comments

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