THE BOWERS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE BOWERS FOUNDATION (EIN 45-3668271)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-08
IRS object ID
202021909349100042
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)
Return2020-07-08T13:42:16-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453668271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bowers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBOWEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN BOWERSPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-06-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.194.129.137IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520201905000018FederalOriginalSubmissionId
Federal Original Submission Id2020-07-08FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC971FC33BAF52379132A0473611089A0DAEC697AtSubmissionCreationDeviceId
At Submission Filing Device IdD2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0AtSubmissionFilingDeviceId
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$412,214FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,134DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,134DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,038NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,311GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,300CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$1,091OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$37OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$51,094TotalRevAndExpnssAmt
Total Net Invst Incm$22,484TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,220OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,220OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$95TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,557OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$29OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,872TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,249TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,872TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,249TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,222ExcessRevenueOverExpensesAmt
Net Investment Income$19,235NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,407SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$39,191SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$39,191SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$270,221CorporateStockBOYAmt
Corporate Stock EOY$251,947CorporateStockEOYAmt
Corporate Stock EOYFMV$357,100CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,000CorporateBondsBOYAmt
Other Investments BOY$13,065OtherInvestmentsBOYAmt
Other Investments EOY$10,777OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,923OtherInvestmentsEOYFMVAmt
Total Assets BOY$293,693TotalAssetsBOYAmt
Total Assets EOY$301,915TotalAssetsEOYAmt
Total Assets EOYFMV$412,214TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$293,693RetainedEarningBOYAmt
Retained Earning EOY$301,915RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$293,693TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$301,915TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$293,693TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$301,915TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$293,693TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,222ExcessRevenueOverExpensesAmt
Subtotal$301,915SubtotalAmt
Tot Net Ast Or Fund Balances EOY$301,915TotNetAstOrFundBalancesEOYAmt

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$56,311GrossSalesPriceAmt
Cost Or Other Basis$40,011CostOrOtherBasisAmt
Gain Or Loss$16,300GainOrLossAmt
Gains Minus Excess Or Losses$16,300GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$16,300CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,928AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$373,945NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05864DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,025AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$360,779NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041646DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,525AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$330,145NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047025DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,948AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$347,192NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063216DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,956AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$377,263NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.074102DistributionYr5Rt
Total Distribution0.284629TotalDistributionRt
Average Distribution0.056926AverageDistributionRt
Net Vl Noncharitable Assets$364,133NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,729AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$192NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,921AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$39,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$192InvestmentIncomeExciseTaxAmt
Subtotal$192SubtotalAmt
Tax Based On Investment Income$192TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$192TaxDueAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Ariel Bowers
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
John Bowers
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$363,242AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,436AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$369,678TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$369,678AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,545CashDeemedCharitableAmt
Net Vl Noncharitable Assets$364,133NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,207MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,207MinimumInvestmentReturnAmt
Tax Based On Investment Income$192TaxBasedOnInvestmentIncomeAmt
Total Tax$192TotalTaxAmt
Distributable Before Adj$18,015DistributableBeforeAdjAmt
Distributable Before Ded$18,015DistributableBeforeDedAmt
Distributable As Adjusted$18,015DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$39,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$192PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,333AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,015DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr5$9,231ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,742ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$3,425ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$17,398TotalExcessDistributionCyovAmt
Qualifying Distributions$39,525QualifyingDistributionsAmt
Applied To Current Year$18,015AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,510RemainingDistriFromCorpusAmt
Total Corpus$38,908TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,231ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$29,677ExcessDistriCyovToNextYrAmt
Excess From Year4$4,742ExcessFromYear4Amt
Excess From Year1$3,425ExcessFromYear1Amt
Excess From Current Year$21,510ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAriel BowersContributingManagerNm
Contributing ManagerJohn BowersContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN NATIONAL RED CROSS
2025 E ST NWWASHINGTONDC20006N/APCGeneral & Unrestricted$5,000
BRIEZYS BUNCH
11715 FOX RD STE 400 145INDIANAPOLISIN46236N/APCGeneral & Unrestricted$1,500
CREATIVE PLAY PRESCHOOL INC
2624 54TH ST SGULFPORTFL33707N/APCGeneral & Unrestricted$1,000
HOSPICE OF SANTA BARBARA INC
2050 ALAMEDA PADRE SERRA STE 100SANTA BARBARACA93103N/APCGeneral & Unrestricted$3,000
HUMANE SOCIETY OF AMHERST COUNTY
1461 FATHER JUDGE RDAMHERSTVA24521N/APCGeneral & Unrestricted$500
NATIONAL BRAIN TUMOR SOCIETY INC
55 CHAPEL ST STE 200NEWTONMA02458N/APCGeneral & Unrestricted$1,000
TFTSP YOUTH GOLF COUNCIL ST PETERSBURG FLORIDA INC
3790 22ND AVE SST PETERSBURGFL33711N/APCGeneral & Unrestricted$1,000
UNIVERSITY OF CALIFORNIA SANTA BARBARA
4219 CHEADLE HALL 4TH FLSANTA BARBARACA93106N/APCCollege of Engineering$10,000
UNIVERSITY OF CALIFORNIA SANTA BARBARA
4219 CHEADLE HALL 4TH FLSANTA BARBARACA93106N/APCDept of ECE at UCSB for Skalnick Laboratory$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,134ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,038ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 Inc/LossDesc
Business525990BusinessCd
Unrelated Business Taxbl Incm-$1,128UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$37ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$1,128UnrelatedBusinessTaxblIncmAmt
Exclusion$22,222ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,094TotalIncomeProducingActyAmt

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 PersonBowers JohnContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11400 Northridge RoadAddressLine1Txt
CitySanta BarbaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93105ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL A$4,101$17,412
ALPHABET INC CL C$4,077$17,381
ALTRIA GROUP INC$10,108$7,736
BERKSHIRE HATHAWAY INC. CLASS$18,361$55,040
CITIGROUP GLOBAL MARKETS TAR-A$10,000$10,230
CITIGROUP GLOBAL MARKETS 11/13$10,000$9,800
CITIGROUP GLOBAL MARKETS 02/05$10,000$10,900
CSX CORP$7,859$19,899
EDISON INTL$9,973$10,557
FORD MOTOR COMPANY$10,160$7,440
GENERAL MILLS INC$10,243$8,034
HALLIBURTON COMPANY$9,279$4,282
INTEL CORP$9,902$16,758
JP MORGAN ALERIAN MLP INDEX ET$43,847$26,172
JP MORGAN CHASE FINANCIAL T-AN$10,000$10,990
JP MORGAN CHASE FINANCIAL TAR-$10,000$10,980
MARKET VECTORS - GOLD MINERS E$13,203$7,320
MICROSOFT CORP$8,878$22,867
ROYAL BANK OF CANADA TAR-AN F$10,000$9,750
SEMPRA ENERGY COM$10,144$15,148
UNION PACIFIC$10,106$18,983
VANGUARD INFORMATION TECHNOLOG$11,706$39,421

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ENERGY TRANSFER LP$5,934$5,504
ENTERPRISE PRODUCTS PARTNERS L$4,843$10,419

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$6,500$6,500
Bank Charges$8$8
K-1 Exp ENERGY TRANSFER LP$22$21
K-1 Exp ENTERPRISE PRODUCTS PA$2
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss ENERGY TRANSFER LP-$245$42
K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP-$846-$5

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$3,220Amt
Net Investment Income$3,220NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2018CategoryTxt
Amt$95Amt

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