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TOWNSEND FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TOWNSEND FAMILY FOUNDATION (EIN 81-4749431)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-25
IRS object ID
202522689349101002
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)
Return2025-09-25T07:28:45-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814749431EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Townsend Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTOWNBusinessNameControlTxt
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)
PersonShannon TownsendPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-09-24SignatureDt
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 PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$506,927FMVAssetsEOYAmt
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$128InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$128InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,159DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,159DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,352NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,738GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,352CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$30,639TotalRevAndExpnssAmt
Total Net Invst Incm$30,639TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,144OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,144OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,677OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,677OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,321TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,144TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,677TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,571TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,144TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,927TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,932ExcessRevenueOverExpensesAmt
Net Investment Income$27,495NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,097SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,353SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,353SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$452,279CorporateStockBOYAmt
Corporate Stock EOY$420,591CorporateStockEOYAmt
Corporate Stock EOYFMV$483,574CorporateStockEOYFMVAmt
Total Assets BOY$477,376TotalAssetsBOYAmt
Total Assets EOY$443,944TotalAssetsEOYAmt
Total Assets EOYFMV$506,927TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$477,376RetainedEarningBOYAmt
Retained Earning EOY$443,944RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$477,376TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$443,944TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$477,376TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$443,944TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$477,376TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,932ExcessRevenueOverExpensesAmt
Other Increases$500OtherIncreasesAmt
Subtotal$443,944SubtotalAmt
Tot Net Ast Or Fund Balances EOY$443,944TotNetAstOrFundBalancesEOYAmt

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$94,738GrossSalesPriceAmt
Cost Or Other Basis$77,386CostOrOtherBasisAmt
Gain Or Loss$17,352GainOrLossAmt
Gains Minus Excess Or Losses$17,352GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$17,352CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$382InvestmentIncomeExciseTaxAmt
Subtotal$382SubtotalAmt
Tax Based On Investment Income$382TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$62EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$400ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$462TotalPaymentsAndCreditsAmt
Overpayment$80OverpaymentAmt
Applied To ES Tax$80AppliedToESTaxAmt

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 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
Shannon S Townsend
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Treas1.0$0$0$0
William Townsend
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, VP1.0$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$505,415AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,318AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$524,733TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$524,733AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,871CashDeemedCharitableAmt
Net Vl Noncharitable Assets$516,862NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,843MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,843MinimumInvestmentReturnAmt
Tax Based On Investment Income$382TaxBasedOnInvestmentIncomeAmt
Total Tax$382TotalTaxAmt
Distributable Before Adj$25,461DistributableBeforeAdjAmt
Recoveries Qualfied Distri$500RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,961DistributableBeforeDedAmt
Distributable As Adjusted$25,961DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,927ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$60,927QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,961DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$22,914ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,736ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$73,650TotalExcessDistributionCyovAmt
Qualifying Distributions$60,927QualifyingDistributionsAmt
Applied To Current Year$25,961AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,966RemainingDistriFromCorpusAmt
Total Corpus$108,616TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$108,616ExcessDistriCyovToNextYrAmt
Excess From Year2$22,914ExcessFromYear2Amt
Excess From Year1$50,736ExcessFromYear1Amt
Excess From Current Year$34,966ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerShannon S TownsendContributingManagerNm
Contributing ManagerWilliam TownsendContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL RESOURCES OF TIDEWATER
PO BOX 11535NORFOLKVA23517N/APCGeneral & Unrestricted$500
CAPE HENRY COLLEGIATE SCHOOL INC
1320 MILL DAM RDVIRGINIA BCHVA23454N/APCCapital Campaign for the Center for Innovation and Performing Arts$5,000
CHILD & FAMILY SERVICES OF EASTERN VIRGINIA INC
580 E MAIN ST STE 400NORFOLKVA23510N/APCGeneral & Unrestricted$1,000
EASTERN SHORE CHAPEL EPISCOPAL CHURCH
2020 LASKIN RDVIRGINIA BEACHVA23454N/APCGeneral Fund and Chapel Pantry$5,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104N/APCGeneral & Unrestricted$1,000
FIGHT CF FOUNDATION
1832 CLIFTON BRIDGE DRVIRGINIA BCHVA23456N/APCGeneral & Unrestricted$2,500
FORKIDS INC
1001 POINDEXTER STCHESAPEAKEVA23324N/APCGeneral & Unrestricted$1,000
FRIENDS OF CULEBRA ANIMALS INC
PO BOX 527CULEBRAPR00775N/APCGeneral & Unrestricted$500
HABITAT FOR HUMANITY INTERNATIONAL INC
900 TIDEWATER DRNORFOLKVA23504N/APCFor Habitat for Humanity of Southeastern Virginia$1,000
HAMPTON ROADS COMMUNITY FOUNDATION
101 W MAIN ST STE 4500NORFOLKVA23510N/APCGeneral & Unrestricted$1,000
HOPE HOUSE FOUNDATION INC
801 BOUSH ST STE 302NORFOLKVA23510N/APCGeneral & Unrestricted$1,000
HORIZONS HAMPTON ROADS INC
7336 GRANBY STNORFOLKVA23505N/APCGeneral & Unrestricted$1,000
LIL ROAR CAT RESCUE
1132 HILLVIEW BLVDVIRGINIA BEACHVA23464N/APCGeneral & Unrestricted$6,000
LITTLE THEATRE OF VIRGINIA BEACH INC
PO BOX 1053VIRGINIA BCHVA23451N/APCGeneral & Unrestricted$1,000
LYNNHAVEN RIVER NOW
3712 HOLLAND RDVIRGINIA BCHVA23452N/APCGeneral & Unrestricted$2,500
MOTHER SETON HOUSE INC
101 N LYNNHAVEN RD STE 101VIRGINIA BCHVA23452N/APCGeneral & Unrestricted$1,000
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE STE 100ARLINGTONVA22203N/APCGeneral & Unrestricted$250
REACH INC
5802 E VIRGINIA BEACH BLVD STE 158NORFOLKVA23502N/APCGeneral & Unrestricted$1,000
SAMARITAN HOUSE INC
2620 SOUTHERN BLVDVIRGINIA BCHVA23452N/APCGeneral & Unrestricted$1,000
SOUTHEASTERN VIRGINIA AREAWIDE MODEL PROGRAM INC
2551 ELTHAM AVE STE QNORFOLKVA23513N/APCGeneral & Unrestricted$2,500
ST MARYS HOME FOR DISABLED CHILDREN INC
6171 KEMPSVILLE CIRNORFOLKVA23502N/APCGeneral & Unrestricted$1,000
UNITED STATES NAVAL ACADEMY FOUNDATION INC
301 KING GEORGE STANNAPOLISMD21402N/APCGeneral & Unrestricted$5,000
URBAN LEAGUE OF HAMPTON ROADS INC
PO BOX 2176NORFOLKVA23501N/APCGeneral & Unrestricted$1,000
VIRGINIA BEACH COURT APPOINTED SPECIAL ADVOCATE PR
J AND DRC 2425 NIMMO PKWYVIRGINIA BEACHVA23456N/APCGeneral & Unrestricted$1,000
VIRGINIA BEACH SPCA
3040 HOLLAND RDVIRGINIA BCHVA23453N/APCGeneral & Unrestricted$1,000
VIRGINIA CENTER FOR INCLUSIVE COMMUNITIES
5511 STAPLES MILL RD STE 202RICHMONDVA23228N/APCGeneral & Unrestricted$1,000
VIRGINIA GENTLEMENS FOUNDATION INC
596A S BIRDNECK RDVIRGINIA BCHVA23451N/APCGeneral & Unrestricted$5,000
WORLD CENTRAL KITCHEN INCORPORATED
PO BOX 96538WASHINGTONDC20090N/APCHurricane Helene aide$2,500
YOUNG WOMENS CHRISTIAN ASSOCIATION OF SOUTH HAMPTO
606 W 29TH ST STE 140NORFOLKVA23508N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,250TotalGrantOrContriPdDurYrAmt

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$128ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,159ExclusionAmt
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$17,352ExclusionAmt
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$30,639ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,639TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD CORE PLUS BD FD INSTI CL$19,393$19,228
BLACKROCK STRAT INC OPP PORTFO$20,094$19,976
DFA LARGE CAP INTERNATIONAL PO$25,908$27,429
DODGE & COX INCOME FUND$38,317$38,458
ISHARES BARCLAYS US TREASURY B$38,203$38,354
ISHARES CORE MSCI EAFE ETF$14,811$14,970
ISHARES MSCI USA QUALITY FACTO$17,558$22,972
ISHARES TRUST RUSSELL 1000 GRO$29,468$49,394
ISHARES TRUST RUSSELL MIDCAP I$7,129$8,663
PIMCO INCOME FUND$22,804$20,391
SPDR PORTFOLIO EMERGING MARKET$7,944$6,945
VANGUARD MID-CAP ETF$17,339$20,074
VANGUARD S&P 500 ETF$56,261$88,904
VANGUARD SM-CAP ETF$10,447$14,657
VANGUARD TOTAL BOND MARKET IND$66,153$56,484
VANGUARD VALUE ETF$21,897$25,395
WISDOMTREE LC DVDND$6,865$11,280

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$6,652$6,652
State or Local Filing Fees$25$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$500Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$3,144Amt
Net Investment Income$3,144NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2023CategoryTxt
Amt$500Amt

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