SAROSI-KANTER CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SAROSI-KANTER CHARITABLE FOUNDATION (EIN 94-3340445)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202013169349101426
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)
Return2020-11-11T14:21:45-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Redwood Financial Services CoBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116 Miller Ave Ste 201AddressLine1Txt
CityMill ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943340445EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Sarosi-Kanter Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAROBusinessNameControlTxt
Phone4155331769PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 Miller AvenueAddressLine1Txt
CityMill ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarc SarosiPersonNm
Person TitleCEOPersonTitleTxt
Phone4155331769PhoneNum
Signature2020-10-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonThomas R KendrickPreparerPersonNm
PTINP01307715PTIN
Phone4153835800PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address76.126.102.207IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm14:21:38IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9A94565F0046220354C31792672DFF93E45DA277AtSubmissionCreationDeviceId
At Submission Filing Device Id9A94565F0046220354C31792672DFF93E45DA277AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,195,554FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$983InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$983InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$983TotalRevAndExpnssAmt
Total Net Invst Incm$983TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,410AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$10OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$3,418TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$2,401OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$9,239TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$104,733ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$104,733ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,972TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$104,733TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$112,989ExcessRevenueOverExpensesAmt
Net Investment Income$983NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$441,902SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$328,913SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$328,913SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$729,556CorporateStockBOYAmt
Corporate Stock EOY$729,556CorporateStockEOYAmt
Corporate Stock EOYFMV$729,556CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$137,085OtherAssetsBOYAmt
Other Assets EOY$137,085OtherAssetsEOYAmt
Other Assets EOYFMV$137,085OtherAssetsEOYFMVAmt
Total Assets BOY$1,308,543TotalAssetsBOYAmt
Total Assets EOY$1,195,554TotalAssetsEOYAmt
Total Assets EOYFMV$1,195,554TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,308,543RetainedEarningBOYAmt
Retained Earning EOY$1,195,554RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,308,543TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,195,554TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,308,543TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,195,554TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,308,543TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$112,989ExcessRevenueOverExpensesAmt
Subtotal$1,195,554SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,195,554TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100,009AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,337,779NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.074757DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,080AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,313,218NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029759DistributionYr2Rt
Adjusted Qlfy Distri Yr3$135,133AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,269,767NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.106423DistributionYr3Rt
Adjusted Qlfy Distri Yr4$131,084AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,229,192NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.106642DistributionYr4Rt
Adjusted Qlfy Distri Yr5$67,342AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$850,026NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.079223DistributionYr5Rt
Total Distribution0.396804TotalDistributionRt
Average Distribution0.079361AverageDistributionRt
Net Vl Noncharitable Assets$1,233,267NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$97,873AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$97,883AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$104,733QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$10InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$10TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCharles Marc SarosiIndividualWithBooksNm
Phone4156720311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1160 Miller AvenueAddressLine1Txt
CityMill ValleyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Charles M Sarosi
160 Miller AveMill ValleyCA94941Director8.00$0$0$0
Lillian K Sarosi
160 Miller AvenueMill ValleyCA94941Director8.00$0$0$0
Charles M Sarosi
160 Miller AvenueMill ValleyCA94941President4.00$0$0$0
Lillian K Sarosi
160 Miller AvenueMill ValleyCA94941Secty/Treas1.00$0$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ISRAID, Humanitarian reliefDescription1Txt
Expenses1$14,716Expenses1Amt
Description2Jewish Family and Childrens Services, local activitiesDescription2Txt
Expenses2$30,862Expenses2Amt
Description3Educational InstitutionsDescription3Txt
Expenses3$59,155Expenses3Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$729,556AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$385,407AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$137,085FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,252,048TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,252,048AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,781CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,233,267NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,663MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$104,733ExpensesAndContributionsAmt
Qualifying Distributions$104,733QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$10PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$104,723AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$131,085ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$135,883ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,080ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$100,009ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$406,057TotalExcessDistributionCyovAmt
Qualifying Distributions$104,733QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$104,733RemainingDistriFromCorpusAmt
Total Corpus$510,790TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$510,790ExcessDistriCyovToNextYrAmt
Excess From Year4$131,085ExcessFromYear4Amt
Excess From Year3$135,883ExcessFromYear3Amt
Excess From Year2$39,080ExcessFromYear2Amt
Excess From Year1$100,009ExcessFromYear1Amt
Excess From Current Year$104,733ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2001-04-10PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$104,733CurrentYearAmt
Year1$100,009Year1Amt
Year2$39,080Year2Amt
Year3$135,883Year3Amt
Total$379,705TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Year1$5,114Year1Amt
Year2$39,830Year2Amt
Year3$39,616Year3Amt
Total$84,560TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$104,733CurrentYearAmt
Year1$94,895Year1Amt
Year2$0Year2Amt
Year3$96,267Year3Amt
Total$295,895TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Year1$44,615Year1Amt
Year2$43,796Year2Amt
Year3$63,488Year3Amt
Total$151,899TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
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 Line1Various on fileBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VariousAddressLine1Txt
CityVariousCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94941ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusNoneRecipientFoundationStatusTxt
Grant Or Contribution PurposeCharitable PurposeGrantOrContributionPurposeTxt
Amt$104,733Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$104,733TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$983ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$983ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$983TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3,046 Shares Serena & Lily Corp Stock$6,335$6,335
103,830 Sh Serena & Lily corp stock(donated)$407,221$407,221
314,501 Shares Bon Vee Inc$266,000$266,000
9,833 Shares Brandless$50,000$50,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOther AssetsDesc
BOY Book Value$137,085BOYBookValueAmt
EOY Book Value$137,085EOYBookValueAmt
EOYFMV$137,085EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOther Program ExpensesDesc
Revenue And Expenses Per Books$2,401RevenueAndExpensesPerBooksAmt

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