WILLIAM I & PATRICIA S SNYDER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WILLIAM I & PATRICIA S SNYDER FOUNDATION (EIN 25-1773015)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202031979349100508
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)
Return2020-07-15T05:49:06-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814474059PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LALLY & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15700 CORPORATE DRIVE SUITE 800AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15237ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251773015EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM I & PATRICIA S SNYDER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone4122697000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 PATTON DRIVE NO 300AddressLine1Txt
CityMOON TWPCityNm
State AbbreviationPAStateAbbreviationCd
ZIP151082565ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM I SNYDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4122697000PhoneNum
Signature2020-07-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY D DURONIO CPAPreparerPersonNm
PTINP00048908PTIN
Phone4123678190PhoneNum
Preparation2020-07-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address100.6.41.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-12IPDt
IP Tm10:29:25IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0786AB5E8A815BD76FFA02E7DC42565C474948CCAtSubmissionFilingDeviceId
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$7,266,713FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$209InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$209InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$345,325DividendsRevAndExpnssAmt
Dividends Net Invst Incm$345,325DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$91,627NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$268,286GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$91,627CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,444OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,444OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$439,605TotalRevAndExpnssAmt
Total Net Invst Incm$439,605TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,570AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,592TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,162TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,162TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$317,443ExcessRevenueOverExpensesAmt
Net Investment Income$439,605NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,107CashBOYAmt
Cash EOY$2,857CashEOYAmt
Cash EOYFMV$2,857CashEOYFMVAmt
Sav And Temp Cash Invst BOY$283SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$56,215SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$56,215SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$6,789,353OtherInvestmentsBOYAmt
Other Investments EOY$7,050,114OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,207,641OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,791,743TotalAssetsBOYAmt
Total Assets EOY$7,109,186TotalAssetsEOYAmt
Total Assets EOYFMV$7,266,713TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$480,901CapitalStockBOYAmt
Capital Stock EOY$480,901CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,310,842RetainedEarningBOYAmt
Retained Earning EOY$6,628,285RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,791,743TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,109,186TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,791,743TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,109,186TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,791,743TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$317,443ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,109,186SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,109,186TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
WABTEC-SPIN OFFP2017-08-172019-02-26$70$70$70
JOHNSON & JOHNSON 1925 SHSP2013-12-232019-06-07$268,216$91,557$91,557$176,659
FieldValueIRS element (for citing)
Capital Gain Net Income$91,627CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$435,364AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,065,475NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053979DistributionYr1Rt
Adjusted Qlfy Distri Yr2$428,134AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,527,740NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050205DistributionYr2Rt
Adjusted Qlfy Distri Yr3$334,334AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,773,929NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038105DistributionYr3Rt
Adjusted Qlfy Distri Yr4$188,217AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,204,643NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.022940DistributionYr4Rt
Adjusted Qlfy Distri Yr5$221,457AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,927,171NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.027936DistributionYr5Rt
Total Distribution0.193165TotalDistributionRt
Average Distribution0.038633AverageDistributionRt
Net Vl Noncharitable Assets$7,309,812NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$282,400AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,396NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$286,796AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,792InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,792SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,792TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,189EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,189TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$6,603TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4122697000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1107 PATTON DRIVE NO 300AddressLine1Txt
CityMOON TWPCityNm
State AbbreviationPAStateAbbreviationCd
ZIP151082565ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
WILLIAM I SNYDER
107 PATTON DRIVE SUITE 300MOON TOWNSHIPPA15108PRESIDENT0.00$0$0$0
PATRICIA S SNYDER
107 PATTON DRIVE SUITE 300MOON TOWNSHIPPA15108VICE PRESIDENT0.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,352,880AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$68,249AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,421,129TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,421,129AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$111,317CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,309,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$365,491MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$365,491MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,792TaxBasedOnInvestmentIncomeAmt
Total Tax$8,792TotalTaxAmt
Distributable Before Adj$356,699DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$356,699DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$356,699DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$118,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$118,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$356,699DistributableAsAdjustedAmt
Undistributed Income PY$116,920UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$118,000QualifyingDistributionsAmt
Applied To Year1$116,920AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,080AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$355,619UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM I PATRICIA S SNYDER FOUNDATRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1107 PATTON DRIVE SUITE 300AddressLine1Txt
CityMOON TWPCityNm
State AbbreviationPAStateAbbreviationCd
ZIP151082565ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4122697000RecipientPhoneNum
Form And Info And MaterialsDETAILED PROPOSAL WITH BUDGETFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH FEDERATION OF GREATER PITTSBURGH
2000 TECHNOLOGY DRPITTSBURGHPA15219GENERAL PURPOSE$25,000
UNIVERSITY OF PITTSBURGH HILLMAN CANCER INSTITUTE
5150 CENTRE AVENUEPITTSBURGHPA15232GENERAL PURPOSE$50,000
BAYIT LEPLETOT
1362 EAST 21ST STREETBROOKLYNNY11210GENERAL PURPOSE$18,000
BOCA RATON MUSEUM OF ART
501 PLAZA REAL MIZNER PARKBOCA RATONFL33432GENERAL PURPOSE$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$209ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$345,325ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,444ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$91,627ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$439,605ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$439,605TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3 &ALL INCOME AND CAPITAL GAINS ARE USED TO CONTINUE FOUNDATION
4OPERATIONS AND TO PAY GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,570Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$7,050,114BookValueAmt
EOYFMV$7,207,641EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$2,444RevenueAndExpensesPerBooksAmt
Net Investment Income$2,444NetInvestmentIncomeAmt
Adjusted Net Income$2,444AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$1,592Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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