THE WILL SMITH CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE WILL SMITH CHARITABLE FOUNDATION (EIN 37-1545757)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-14
- IRS object ID
- 202032889349100823
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-14T15:44:29-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263456972 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary W Brandon CPA Owner | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6119 Greenville Ave 446 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371545757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Will Smith Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2105594044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 Broadway Suite 2002 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan NM Moulton | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary W Brandon | PreparerPersonNm |
| PTIN | P00027368 | PTIN |
| Phone | 2142213611 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,645,986 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,650 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $31,775 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,775 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,775 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $322,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,095 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,651 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $50,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,885 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,441 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $825 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $607 | OtherProfFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $27,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,872 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $173,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,013 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,441 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $633,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,739 | SavAndTempCashInvstEOYAmt |
| Acct Rcvbl | $18,983 | AcctRcvblAmt |
| Acct Rcvbl BOY | $17,551 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $18,983 | AcctRcvblEOYAmt |
| Other Investments BOY | $1,372,321 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,705,335 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,645,986 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,023,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,873,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,645,986 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $825 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $825 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,023,279 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,872,232 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,023,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,872,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,023,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,873,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,023,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,047 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,872,232 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,872,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 32 SPDR GOLD SHARES ETF | P | 2018-08-15 | 2019-04-22 | $3,847 | $3,573 | $274 | $274 |
| 118 INVESCO S&P 500 EQUAL WEIGHT | P | 2015-02-17 | 2019-04-18 | $12,642 | $9,691 | $2,951 | $2,951 |
| 194 VANGUARD TOTAL INTL STK | P | 2016-09-26 | 2019-04-18 | $10,380 | $9,086 | $1,294 | $1,294 |
| 60 SPDR DOW JONES ETF | P | 2015-02-17 | 2019-04-23 | $15,973 | $10,842 | $5,131 | $5,131 |
| 9 ISHARES CORE S&P SMALL CAP ETF | P | 2018-08-15 | 2019-05-16 | $702 | $785 | -$83 | -$83 |
| 4 ISHARES CORE S&P 500 | P | 2019-04-29 | 2019-05-16 | $1,154 | $1,189 | -$35 | -$35 |
| 241 ISHARES MSCI ACWI EX US ETF | P | 2019-04-26 | 2019-05-16 | $11,064 | $11,363 | -$299 | -$299 |
| 158 ISHARES RUSSELL MID CAP FORWARD SPLIT | P | 2019-04-26 | 2019-05-16 | $8,647 | $8,791 | -$144 | -$144 |
| 12 ISHARES RUSSELL MID CAP GROWTH ETF | P | 2019-04-25 | 2019-05-16 | $1,658 | $1,688 | -$30 | -$30 |
| 71 ISHARES RUSSELL MID CAP VALUE ETF | P | 2019-04-25 | 2019-05-16 | $6,224 | $6,359 | -$135 | -$135 |
| 155 ISHARES RUSSELL 1000 VALUE | P | 2019-04-25 | 2019-05-16 | $19,365 | $19,628 | -$263 | -$263 |
| 49 SPDR BLOOMBERG BARCLAYS 1-3 MO T-BILL | P | 2018-08-15 | 2019-05-16 | $4,479 | $4,489 | -$10 | -$10 |
| 75 VANGUARD SHORT-TERM BOND ETF | P | 2018-08-15 | 2019-05-16 | $5,970 | $5,874 | $96 | $96 |
| 58 ISHARES CORE S&P SMALL CAP ETF | P | 2016-09-26 | 2019-05-16 | $4,524 | $3,589 | $935 | $935 |
| 257 SCHWAB US LARGE CAP GROWTH ETF | P | 2015-02-17 | 2019-05-16 | $20,901 | $13,878 | $7,023 | $7,023 |
| 332 VANGUARD SHORT-TERM BOND ETF | P | 2016-09-20 | 2019-05-16 | $26,426 | $26,806 | -$380 | -$380 |
| 106 Vanguard Total Bond Market ETF | P | 2016-09-20 | 2019-05-16 | $8,601 | $8,744 | -$143 | -$143 |
| FROST BANK TRUSTEE FORM 1099-B | P | 2019-01-01 | 2019-12-31 | $15,435 | $12,155 | $3,280 | $3,280 |
| FROST BANK TRUSTEE FORM 1099-B | P | 2018-01-01 | 2019-12-31 | $144,418 | $146,785 | -$2,367 | -$2,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,095 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,651 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $660 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $660 | SubtotalAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,120 | TotalPaymentsAndCreditsAmt |
| Overpayment | $460 | OverpaymentAmt |
| Applied To ES Tax | $460 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | www.willsmithfoundation.com | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary W Brandon CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142213611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6119 Greenville Ave Suite 446 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75206 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Susan NM Moulton | ||||||
| 4242 Broadway Suite 2002 | San Antonio | TX | 78209 | President | 20.00 | $0 |
| Rex Robinson | ||||||
| 102 Hillside Dr | Hendersonville | TN | 37075 | Vice President | 0.00 | $0 |
| Theresa Brandon | ||||||
| 7220 Yamini Dr | Dallas | TX | 75230 | Secretary | 0.00 | $0 |
| Theresa Brandon | ||||||
| 7220 Yamini Dr | Dallas | TX | 75230 | Treasurer | 0.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $660 | TotalTaxAmt |
| Distributable Before Adj | $660 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $660 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $173,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $173,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $173,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $234,476 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $281,676 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $283,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $160,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $160,789 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,120,796 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $173,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $173,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,293,796 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $234,476 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,059,320 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $281,676 | ExcessFromYear4Amt |
| Excess From Year3 | $283,855 | ExcessFromYear3Amt |
| Excess From Year2 | $160,000 | ExcessFromYear2Amt |
| Excess From Year1 | $160,789 | ExcessFromYear1Amt |
| Excess From Current Year | $173,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Will Smith Charitable Foundatio | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4242 Broadway Suite 2002 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2105594044 | RecipientPhoneNum |
| Form And Info And Materials | The mission of The Will Smith Foundation is to locate the need and provide the means of giving positive life experiences to children through art, music and acts of compassion, and to assist in bringing emergency medical services to areas in need. Written applications for support by organizations that are consistent with our mission will be considered. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | 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 |
|---|---|---|---|---|---|---|---|
| Autism Comminuty Network | |||||||
| 4242 Woodcock Drive Suite 101 | San Antonio | TX | 78228 | None | N/A | To support their programs for treating young children with autism and training families and service providers. | $1,000 |
| Comfort Texas PTA | |||||||
| PO Box 943 | Comfort | TX | 78013 | None | N/A | To support the Color Me Comfort Walkathon, PTA Fundraiser for Comfort Elementary. | $5,000 |
| Friends of Lahainaluna Football Inc | |||||||
| PO Box 10486 | Lahaina | HI | 96761 | None | N/A | To support their youth activities. | $1,500 |
| Lahaina Heat Baseball | |||||||
| Lahaina | Maui | HI | 96761 | None | N/A | To support youth amateur sports team activities. | $1,500 |
| Hearts2Honduras | |||||||
| 2020 Fieldstone PkwySuite 900 253 | Franklin | TN | 37069 | None | N/A | To provide funding for building improvements at the learning center. | $21,000 |
| Mentor Leaders Inc | |||||||
| PO Box 1441 | Crawfordville | FL | 32326 | None | N/A | To support the Togo High School Expansion Project. | $120,000 |
| Indianapolis Youth Orchestra Inc | |||||||
| 32 E Washington St Suite 950 | Indianapolis | IN | 46201 | None | N/A | To support season and fund an annual scholarship. | $23,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,775 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,095 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48,885 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,885 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Service Charges | $8 | |
| Credit Card Processing Costs | $165 | |
| Fundraising Costs | $8,715 | |
| Insurance | $2,286 | |
| Investment Expenses | $15,872 | $15,872 |
| Website Management | $104 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Amt | $607 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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