BUSCH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BUSCH FAMILY FOUNDATION (EIN 77-0356496)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2020-12-15
- IRS object ID
- 202023509349100207
- Schema version
- 2019v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-15T10:08:22-08:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201939256 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYASHI WAYLAND Accounting & Consulting | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26515 Carmel Rancho Blvd STE 100 | AddressLine1Txt |
| City | Carmel | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770356496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUSC | BusinessNameControlTxt |
| Phone | 8319157289 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221818 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH B BUSCH III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Lee CPA | PreparerPersonNm |
| PTIN | P01000223 | PTIN |
| Phone | 8316245333 | PhoneNum |
| 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 | $1,700,934 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $73,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $337,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,525 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $145,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,342 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $618 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,237 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $414 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,877 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $535 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,909 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,772 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,909 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,433 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,693 | CashBOYAmt |
| Cash EOY | $3,802 | CashEOYAmt |
| Cash EOYFMV | $3,802 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $47,238 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,169 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,169 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $907,008 | CorporateStockBOYAmt |
| Corporate Stock EOY | $873,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,041,603 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $523,746 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $590,050 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $601,105 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $255 | OtherAssetsBOYAmt |
| Other Assets EOY | $255 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $255 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,489,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,521,577 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,700,934 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,489,940 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,521,577 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,489,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,521,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,489,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,521,577 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,489,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,161 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,523,101 | SubtotalAmt |
| Other Decreases | $1,524 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,521,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES - L/T | P | 2000-08-01 | 2020-07-31 | $304,468 | $241,480 | $62,988 | $62,988 |
| PUBLICALLY TRADED SECURITIES - S/T | P | 2019-08-01 | 2020-07-31 | $32,994 | $35,457 | -$2,463 | -$2,463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,525 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,463 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,545 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $35,000 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $35,000 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $150,000 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $163,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets | $1,774,652 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,204 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,204 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,972 | 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 | $1,204 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,204 | SubtotalAmt |
| Tax Based On Investment Income | $1,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,456 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,456 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,252 | OverpaymentAmt |
| Applied To ES Tax | $1,252 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL GREEN & ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8319157289 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221818 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RALPH B BUSCH III | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | President | 1.00 | $0 |
| GREGORY J BUSCH | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | Vice President | 1.00 | $0 |
| FRANK B BUSCH | ||||||
| 150 SAN BENANCIO RD | SALINAS | CA | 939089146 | Vice President | 1.00 | $0 |
| PETER S BUSCH | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | CFO | 1.00 | $0 |
| ELLYN D BUSCH ESSIG | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | Secretary | 1.00 | $0 |
| JEFFREY D BUSCH | ||||||
| 93 CORRAL DE TIERRA TERRACE | SALINAS | CA | 939089146 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,725,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,802 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,801,677 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,801,677 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,774,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,733 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,204 | TotalTaxAmt |
| Distributable Before Adj | $87,529 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,529 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,529 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,972 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $97,972 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,204 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,768 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,753 | UndistributedIncomePYAmt |
| Qualifying Distributions | $97,972 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,753 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,219 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $69,310 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RALPH B BUSCH III | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RALPH B BUSCH III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221818 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8319157289 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ON AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PALMA HIGH SCHOOL | |||||||
| 919 IVERSON | SALINAS | CA | 93901 | NONE | PC | To Further exempt purpose | $37,300 |
| LIVINGSTON MEMORIAL VNA | |||||||
| 1996 EASTMAN AVENUE SUITE 101 | VENTURA | CA | 93003 | NONE | PC | To Further exempt purpose | $13,300 |
| ST MARK'S CATHOLIC CHURCH | |||||||
| 6550 PICASSO RD | ISLA VISTA | CA | 93177 | NONE | PC | To Further exempt purpose | $6,300 |
| YOUTH NOW | |||||||
| 124 E LAKE AVE | WATSONVILLE | CA | 95076 | NONE | PC | To Further exempt purpose | $13,000 |
| DOS PUEBLOS HIGH SCHOOL | |||||||
| 7266 ALAMEDA AVENUE | GOLETA | CA | 93117 | NONE | PC | To Further exempt purpose | $7,000 |
| RANCHO CIELO | |||||||
| 710 Old Stage Road | Salinas | CA | 93908 | NONE | PC | To Further exempt purpose | $3,300 |
| ST MARY'S CATHOLIC SCHOOL | |||||||
| 307 St Marys Street | Lake Leelanau | MI | 49653 | NONE | PC | To Further exempt purpose | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,817 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $134,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,342 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RALPH B III AND MINDY BUSCH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 CORRAL DE TIERRA TERRACE | AddressLine1Txt |
| City | SALINAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,700 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $1,855 | Amt |
| Net Investment Income | $618 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,237 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2100 VECTOR GROUP LTD COM | ||
| 1200 B&G FOODS INC NEW COM | ||
| 500 PHILIP MORRIS INTL INC COM | $35,694 | $38,405 |
| 600 DOMINION ENERGY CORP | $27,000 | $48,618 |
| 600 DUKE ENERGY CORP NEW COM | $32,269 | $50,844 |
| 700 ALTRIA GROUP INC COM | ||
| 1500 AT&T INC COM | $45,166 | $44,370 |
| 600 PAYCHEX INC COM | $24,356 | $43,152 |
| 1000 VERIZON COMMUNICATIONS COM | $38,417 | $57,480 |
| 800 XCEL ENERGY INC COM | $22,238 | $55,232 |
| 1500 HEALTHCARE TR AMER INC CL A | ||
| 500 WELLTOWER INC COM | ||
| 800 NATIONAL RETAIL PPTYS INC COM | $20,598 | $28,360 |
| 500 AMERICAN ELECTRIC POWER | ||
| 800 LIBERTY PPTY TR SHS BEN INT | ||
| 700 AVANGRID INC | ||
| 1000 COCA COLA | $43,421 | $47,240 |
| 150 LOCKHEED MARTIN CORP | $40,458 | $56,846 |
| 500 PROCTOR & GAMBLE CO | $38,655 | $65,560 |
| 500 MID-AMER APT CMNTYS INC COM | $38,357 | $59,595 |
| 600 W P CAREY INC COM | $32,258 | $42,822 |
| 2500 ARES CAPITAL CORP | $42,129 | $35,250 |
| 500 BB&T CORP | ||
| 400 CROWN CASTLE INTL CORP | $42,074 | $66,680 |
| 1000 GENERAL MILLS | $44,456 | $63,270 |
| 600 MERCK | $36,451 | $48,144 |
| 1500 PFIZER INC | $55,999 | $57,720 |
| 500 PRUDENTIAL FINANCIAL | $50,379 | $31,685 |
| 500 SIX FLAGS ENTERTAINMENT | ||
| 500 WESTROCK | ||
| 1500 BP PLC Spons ADR | $55,440 | $33,060 |
| 1000 ROYAL DUTCH SHELL PLC ADR CL A | $56,503 | $29,810 |
| 1000 Truist Finl Corp | $50,983 | $37,460 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 12009.875 FIDELITY ADVISORY INCOME | AT COST | $147,194 | $150,244 |
| 18637.230 LORD ABBETT BOND DEBENTURE | AT COST | $149,860 | $148,166 |
| 13004.822 MORGAN STANLEY INSTL | AT COST | $141,766 | $156,058 |
| 12630.194 PIMCO FDS INCOME FD INSTL CL | AT COST | $151,230 | $146,637 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATIONAL COSTS | Desc |
| BOY Book Value | $255 | BOYBookValueAmt |
| EOY Book Value | $255 | EOYBookValueAmt |
| EOYFMV | $255 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES | Desc |
| Amt | $1,524 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $12,877 | $12,877 | |
| OFFICE EXPENSE | $480 | $480 | |
| STATE FILING FEE | $55 | $55 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Withheld | CategoryTxt |
| Amt | $414 | Amt |
| Net Investment Income | $414 | NetInvestmentIncomeAmt |
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