THE FRY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE FRY FOUNDATION (EIN 01-0570536)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202041969349101864
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T13:30:30-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454240573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREWER & HULME CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3150 ALMADEN EXPWY SUITE 215 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95118 | 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 | 010570536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fry Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRYF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 20670 | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94620 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alice J Fry | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Philip R Hulme CPA | PreparerPersonNm |
| PTIN | P00440116 | PTIN |
| Phone | 4082660174 | 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 | $4,319,078 | 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 | $243,100 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $318,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $318,049 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $318,049 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$35,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,186 | GrossSalesPriceAmt |
| Total Rev And Expnss | $525,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $318,049 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $318,049 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $10,983 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,983 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $32,062 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,062 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $43,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $277,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $275,004 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $318,049 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $154,024 | CashBOYAmt |
| Cash EOY | $142,625 | CashEOYAmt |
| Cash EOYFMV | $142,625 | CashEOYFMVAmt |
| Other Investments BOY | $3,659,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,948,112 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,176,453 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,813,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,090,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,319,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,813,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,090,737 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,813,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,090,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,813,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,090,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,813,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $277,656 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,090,737 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,090,737 | 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 |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH | P | 2001-01-01 | 2019-12-31 | $56,129 | $89,534 | -$33,405 | -$33,405 |
| MERRILL LYNCH | D | 2001-01-01 | 2019-12-31 | $241,057 | $243,100 | -$2,043 | -$2,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$35,448 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,861,128 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05180 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $175,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,630,774 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04820 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $172,581 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,193,632 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05404 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $150,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,233,459 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04639 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $171,638 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,744,627 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06254 | DistributionYr5Rt |
| Total Distribution | 0.262962 | TotalDistributionRt |
| Average Distribution | 0.052592 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,985,325 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $209,596 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,750 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $212,346 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $205,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,500 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,500 | SubtotalAmt |
| Tax Based On Investment Income | $5,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,920 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,420 | OverpaymentAmt |
| Applied To ES Tax | $4,420 | 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 | 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 | SAME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5105813347 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25140 OLD FAIRVIEW AVE | AddressLine1Txt |
| City | HAYWARD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94542 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Alice J Fry | ||||||
| 5415 Alhambra Valley Rd | Martinez | CA | 94553 | President | 0.00 | $0 |
| John C Fry | ||||||
| 14830 Foothill Ave | Morgan Hill | CA | 95037 | Secretary | 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 | $3,911,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,046,015 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,046,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,985,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,266 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,266 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,500 | TotalTaxAmt |
| Distributable Before Adj | $193,766 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $193,766 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $193,766 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $205,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $205,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,766 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $41,131 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $17,737 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,943 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,862 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $77,673 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,234 | RemainingDistriFromCorpusAmt |
| Total Corpus | $88,907 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $41,131 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,737 | ExcessFromYear3Amt |
| Excess From Year2 | $1,943 | ExcessFromYear2Amt |
| Excess From Year1 | $16,862 | ExcessFromYear1Amt |
| Excess From Current Year | $11,234 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE OF MATHEMATICS | ||||||
| 600 EAST BROKAW ROAD | SAN JOSE | CA | 95112 | POF | ASSISTANCE FOR RESEARCH & EDUCATION IN THE FIELD OF MATHEMATICS | $200,000 |
| HOSPICE OF THE VALLEY | ||||||
| 1510 E FLOWER ST | PHOENIX | AZ | 85014 | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $318,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$35,448 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $318,049 | ExclusionAmt |
| Related Or Exempt Function Incm | -$35,448 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $282,601 | 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 | CHARLES ALICE FRY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5849 N CAMELDALE WAY | AddressLine1Txt |
| City | PARADISE VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $243,100 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 SHARES KROGER STOCK | NoncashPropertyDesc |
| Fair Market Value | $243,100 | FairMarketValueAmt |
| Received | 2019-10-14 | ReceivedDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCOUNT MANAGEMENT FEES | $30,147 | $30,147 |
| BANK CHARGES | $90 | $90 |
| DEPT OF JUSTICE FEE | $75 | $75 |
| LEGAL & PROFESSIONAL | $1,750 | $1,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $10,983 | Amt |
| Net Investment Income | $10,983 | NetInvestmentIncomeAmt |
Comments