GLORIA DEI FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GLORIA DEI FOUNDATION INC (EIN 20-3723933)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202041969349101819
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-14T14:00:02-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750699590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SQUYRES JOHNSON SQUYRES & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1821 ESE LOOP 323 STE 100AddressLine1Txt
CityTYLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203723933EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLORIA DEI FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLORBusinessNameControlTxt
Phone9036176331PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 S BROADWAYAddressLine1Txt
CityTYLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY CADE MORRISONPersonNm
Person TitlePRES., DIRECTORPersonTitleTxt
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDeborah R JordanPreparerPersonNm
PTINP00187426PTIN
Phone9035972021PhoneNum
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$4,296,941FMVAssetsEOYAmt
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$154InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$154InterestOnSavNetInvstIncmAmt
Other Income Rev And Expnss$555,563OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$555,563OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$555,717TotalRevAndExpnssAmt
Total Net Invst Incm$555,717TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$10,119LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$10,119LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,580AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,580AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$26,104OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,089OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$25,015OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$176TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$17,133TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$17,133TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,613OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$338OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,275OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,725TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,126TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$43,423TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$585,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$585,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$643,725TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,126TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$628,423TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$88,008ExcessRevenueOverExpensesAmt
Net Investment Income$540,591NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$329,301SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$240,093SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$240,093SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,374AcctRcvblAmt
Acct Rcvbl BOY$174AcctRcvblBOYAmt
Acct Rcvbl EOY$1,374AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,374AcctRcvblEOYFMVAmt
Other Investments BOY$3,279,780OtherInvestmentsBOYAmt
Other Investments EOY$3,279,780OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,055,474OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,609,255TotalAssetsBOYAmt
Total Assets EOY$3,521,247TotalAssetsEOYAmt
Total Assets EOYFMV$4,296,941TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,609,255RetainedEarningBOYAmt
Retained Earning EOY$3,521,247RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,609,255TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,521,247TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,609,255TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,521,247TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,609,255TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$88,008ExcessRevenueOverExpensesAmt
Subtotal$3,521,247SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,521,247TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$651,351AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,982,870NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.16354DistributionYr1Rt
Adjusted Qlfy Distri Yr2$611,736AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,645,071NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.16783DistributionYr2Rt
Adjusted Qlfy Distri Yr3$517,592AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,541,703NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.14614DistributionYr3Rt
Adjusted Qlfy Distri Yr4$218,635AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,359,338NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06508DistributionYr4Rt
Adjusted Qlfy Distri Yr5$593,059AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,288,617NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.18034DistributionYr5Rt
Total Distribution0.722926TotalDistributionRt
Average Distribution0.144585AverageDistributionRt
Net Vl Noncharitable Assets$4,275,832NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$618,221AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,406NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$623,627AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$628,423QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,406InvestmentIncomeExciseTaxAmt
Subtotal$5,406SubtotalAmt
Tax Based On Investment Income$5,406TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,040EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,040TotalPaymentsAndCreditsAmt
Overpayment$634OverpaymentAmt
Applied To ES Tax$634AppliedToESTaxAmt

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 StateFLOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAWN FRANKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9036176331PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13300 S BROADWAY STE 200AddressLine1Txt
CityTYLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75701ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MARY CADE
3300 S BROADWAY STE 200TYLERTX75701Director1.00$0
CECELIA HUBACH
3300 S BROADWAY STE 200TYLERTX75701Treasurer1.00$0
PHOEBE C MILES
3300 S BROADWAY STE 200TYLERTX75701VP, DIRECTOR1.00$0
EMILY CADE MORRISON
3300 S BROADWAY STE 200TYLERTX75701PRES., DIRECTOR1.00$0
ROBERT L MORRISON
3300 S BROADWAY STE 200TYLERTX75701Director1.00$0
RICHARD MILES
3300 S BROADWAY STE 200TYLERTX75701Director1.00$0
EMILIE KENNEDY
3300 S BROADWAY STE 200TYLERTX75701Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$284,698AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,056,248FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,340,946TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,340,946AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,114CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,275,832NetVlNoncharitableAssetsAmt
Minimum Investment Return$213,792MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$213,792MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,406TaxBasedOnInvestmentIncomeAmt
Total Tax$5,406TotalTaxAmt
Distributable Before Adj$208,386DistributableBeforeAdjAmt
Distributable Before Ded$208,386DistributableBeforeDedAmt
Distributable As Adjusted$208,386DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$628,423ExpensesAndContributionsAmt
Qualifying Distributions$628,423QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,406PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$623,017AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$208,386DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$438,822ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$61,495ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$351,878ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$441,042ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$464,259ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,757,496TotalExcessDistributionCyovAmt
Qualifying Distributions$628,423QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$208,386AppliedToCurrentYearAmt
Remaining Distri From Corpus$420,037RemainingDistriFromCorpusAmt
Total Corpus$2,177,533TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$438,822ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,738,711ExcessDistriCyovToNextYrAmt
Excess From Year4$61,495ExcessFromYear4Amt
Excess From Year3$351,878ExcessFromYear3Amt
Excess From Year2$441,042ExcessFromYear2Amt
Excess From Year1$464,259ExcessFromYear1Amt
Excess From Current Year$420,037ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE LEADERSHIP CONNECTION
3 MT LEBANON STPEPPERELLMA01463NONEPCROUNDTABLES ON SCIENCE AND RELIGION$25,000
YOUNG LIFE - GAINESVILLE
P O BOX 14791GAINESVILLEFL32604NONEPCExpanding Young Life Capernaum to Gainesville High School$15,000
THE TRINITY FORUM
1000 VERMONT AVE NW STE 900WASHINGTONDC20005NONEPCPASTORS BREAKFAST SERIES AND WEBSITE REFRESH$40,000
DESIRE STREET MINISTRIES
600 MEANS ST NW STE 110ATLANTAGA30318NONEPCCOACHING AND CARING$50,000
THE VERITAS FORUM
ONE BROADWAY 14TH FLOORCAMBRIDGEMA02142N/APCProgram funding and staff development$50,000
ALPHA USA
1635 EMERSON LANENAPERVILLEIL60540NONEPCAlpha Leadership Development in Latin America$60,000
BANNER COMMUNICATIONS INC
14260 W Newberry Rd 242NewberryFL32669NONEPCThe Light of Life Digital TV Initiative$20,000
CHRISTIAN STUDY CENTER OF GAINESVIL
112 NW 16th StreetGainesvilleFL32603NONEPCfor programs, lectures, classes and events aimed at bldg foundations in Christian thought in Gainesville and University of FL$15,000
ETHICS AND PUBLIC POLICY CENTER
1730 M St NW Ste 910WashingtonDC20036NONEPCThe Michael Cromartie Forum and Faith Angle Forum Podcast$65,000
HOPE WALKS INC
P O BOX 1098MECHANICSBURGPA17055NONEPCClubfoot care in Rwanda$50,000
PRISON FELLOWSHIP INTERNATIONAL
P O Box 17434WashingtonDC20041NONEPCCapacity building programs for Prison Fellowship International National Ministries$65,000
SOS CHILDREN'S VILLAGES USA
16201 Street NW Ste 900WashingtonDC20006NONEPCSupporting orphaned and abandoned children, vulnerable youth and families, those affected by HIV/AIDS in Botswana$30,000
TEARFUND USA
P O Box 3810RestonVA20195NONEPCPhase 2 Savings Group pilot project with Chalmers and Tearfund in Burkina Faso$50,000
WORLD RELIEF CORP OF NATIONAL ASSOC
7 E Baltimore StBaltimoreMD21202NONEPCPhase I of the Malawi disability Awareness and Advocacy Program$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$585,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$154ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$555,563ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$555,717ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$555,717TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categoryfrom grantor trustCategoryTxt
Amt$3,580Amt
Net Investment Income$3,580NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGATORADE TRUST - .7809 UNIT BENCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,279,780BookValueAmt
EOYFMV$4,055,474EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Categoryfrom grantor trustCategoryTxt
Legal Fees$10,119LegalFeesAmt
Net Investment Income$10,119NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$70$35$35
INVESTMENT MGMT FEES - GRTR TR$303$303
OFFICE EXPENSE$1,240$1,240

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$555,563RevenueAndExpensesPerBooksAmt
Net Investment Income$555,563NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Other Consulting$15$0$0$15
Trustee fees - grantor trust$1,089$1,089$0$0
Your Philanthropy$25,000$0$0$25,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise taxCategoryTxt
Amt$176Amt

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