FRED MAYTAG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FRED MAYTAG FAMILY FOUNDATION (EIN 42-1444870)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201933179349103058
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T20:33:50-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421444870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRED MAYTAG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 4156733733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO STREET NO 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH P MAYTAG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4156733733 | PhoneNum |
| Signature | 2019-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2019-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-04 | IPDt |
| IP Tm | 19:30:43 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BE861C6778D90A5D3E7861ABDDE45BE6309F51A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,129,157 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,050,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,050,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,805,193 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,576,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,805,193 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,561 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,906,936 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,855,375 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,968 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,226 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $742 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $151,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,643 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,032 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $44,459 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $44,459 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,551 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,475 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,076 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $240,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,077 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,326,343 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,326,343 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,567,196 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,379,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,660,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,667,599 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,493 | CashBOYAmt |
| Cash EOY | $182,910 | CashEOYAmt |
| Cash EOYFMV | $182,910 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,529,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,165,980 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,165,980 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $64,451,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,677,866 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,677,867 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $111,353 | OtherAssetsBOYAmt |
| Other Assets EOY | $111,353 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $102,400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $67,145,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,138,109 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,129,157 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $67,145,149 | UnrestrictedBOYAmt |
| Unrestricted EOY | $57,138,109 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,145,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,138,109 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,145,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,138,109 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,145,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,660,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $64,484,889 | SubtotalAmt |
| Other Decreases | $7,346,780 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,138,109 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS - BBH | P | $3,376,944 | $3,376,944 | $3,376,944 | |
| PUBLICLY TRADED SECURITIES - BBH LT | P | $1,199,974 | $428,249 | $428,249 | $771,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,805,193 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,310,884 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,344,297 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098080 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,722,964 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $60,945,300 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093903 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,001,807 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $67,850,176 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044242 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,412,665 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $68,770,375 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107789 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,127,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $63,736,762 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049065 | DistributionYr5Rt |
| Total Distribution | 0.393079 | TotalDistributionRt |
| Average Distribution | 0.078616 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,003,738 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,031,718 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $46,676 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,078,394 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,379,420 | 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 | $46,676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,938 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $27,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $70,038 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,362 | OverpaymentAmt |
| Applied To ES Tax | $23,362 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTEN VAN LIEFDE | IndividualWithBooksNm |
| Phone | 4156733733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 SACRAMENTO STREET 369 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH P MAYTAG | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| FREDERICK L MAYTAG III | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| KRISTEN VAN LIEFDE | ||||||||
| 3701 SACRAMENTO STREET 369 | SAN FRANCISCO | CA | 94118 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $151,643 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,206,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,669,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $102,400 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,978,414 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,978,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $974,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,003,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,200,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,200,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,676 | TotalTaxAmt |
| Distributable Before Adj | $3,153,511 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,153,511 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,153,511 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,379,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,379,420 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $46,676 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,332,744 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,153,511 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,106,412 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,757,467 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,162,143 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,026,022 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,379,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,153,511 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,225,909 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,251,931 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,251,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,106,412 | ExcessFromYear4Amt |
| Excess From Year2 | $2,757,467 | ExcessFromYear2Amt |
| Excess From Year1 | $3,162,143 | ExcessFromYear1Amt |
| Excess From Current Year | $4,225,909 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FMFF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 366 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6417910395 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT OR INFORMATION REQUIREMENT IS EMPLOYED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ACCEPTED ANY TIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO NEWTON AND CENTRAL IOWA ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMANDA THE PANDA | ||||||
| 1821 GRAND AVE | WEST DES MOINES | IA | 50265 | PC | GENERAL SUPPORT | $20,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 1717 INGERSOL AVE 111 | DES MOINES | IA | 50309 | PC | RELAY FOR LIFE | $5,000 |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | ||||||
| 1730 M ST NW STE 600 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $50,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 5000 WESTOWN PARKWAY | WEST DES MOINES | IA | 50266 | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN RED CROSS - IOWA REGION | ||||||
| 2116 GRAND AVENUE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $50,000 |
| ARIZONA LAND & WATER TRUST | ||||||
| 3127 CHERRY AVE | TUCSON | AZ | 85719 | PC | GENERAL SUPPORT | $15,000 |
| BALLET DES MOINES | ||||||
| 121 S 11TH STREET 100 | WEST DES MOINES | IA | 50265 | PC | GENERAL SUPPORT | $35,000 |
| BERNIE LORENZ RECOVERY INC | ||||||
| 3451 EASTON BLVD | DES MOINES | IA | 50317 | PC | GENERAL SUPPORT | $10,000 |
| BIG BROTHERS BIG SISTERS OF CENTRAL IOWA | ||||||
| 9051 SWANSON BLVD | CLIVE | IA | 50325 | PC | GENERAL SUPPORT | $50,000 |
| BOY SCOUTS OF AMERICA | ||||||
| 6123 SCOUT TRAIL | DES MOINES | IA | 50321 | PC | GENERAL SUPPORT | $25,000 |
| BRAVO GREATER DES MOINES INC | ||||||
| 1011 LOCUST STREET STE 309 | DES MOINES | IA | 50309 | PC | 2018 GALA DONATION | $10,000 |
| CAMP FIRE HEART OF IOWA | ||||||
| 5615 HICKMAN ROAD | DES MOINES | IA | 50310 | PC | GENERAL SUPPORT | $30,000 |
| CENTER FOR EQUAL OPPORTUNITY | ||||||
| 7700 LEESBURG PIKE 231 | FALLS CHURCH | VA | 22043 | PC | GENERAL SUPPORT | $40,000 |
| CENTER FOR IMMIGRATION STUDIES | ||||||
| 1629 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $100,000 |
| CENTRAL COLLEGE | ||||||
| 812 UNIVERSITY | PELLA | IA | 50219 | PC | GENERAL SUPPORT | $50,000 |
| CHILDREN & FAMILIES OF IOWA | ||||||
| 1111 UNIVERSITY | DES MOINES | IA | 50314 | PC | GENERAL SUPPORT | $30,000 |
| CHILDSERVE | ||||||
| 5406 MERLE HAY RD PO BOX 707 | JOHNSTON | IA | 50131 | PC | GENERAL SUPPORT | $5,000 |
| CIVIC MUSIC ASSOCIATION | ||||||
| 900 KEOSAUQUA WAY SUITE 109 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $25,000 |
| CLEARVIEW RECOVERY | ||||||
| 501 NORTH SHERMAN | PRAIRIE CITY | IA | 50228 | PC | GENERAL SUPPORT | $20,000 |
| DES MOINES AREA COMMUNITY COLLEGE | ||||||
| 2006 S ANKENY BLVD | ANKENY | IA | 50023 | SO I | GENERAL SUPPORT | $50,000 |
| DES MOINES ART CENTER | ||||||
| 4700 GRAND AVE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $30,000 |
| DES MOINES METRO OPERA INC | ||||||
| 106 WEST BOSTON AVENUE | INDIANOLA | IA | 50125 | PC | GENERAL SUPPORT | $40,000 |
| DES MOINES PASTORIAL COUNSELING CENTER | ||||||
| 8553 URBANDALE AVE | URBANDALE | IA | 50322 | PC | GENERAL SUPPORT | $25,000 |
| DES MOINES PERFORMING ARTS | ||||||
| 221 WALNUT STREET | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $17,500 |
| DES MOINES SYMPHONY ASSOCIATION | ||||||
| 1011 LOCUST STREET 200 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $50,000 |
| DESERT BOTANICAL GARDENS | ||||||
| 1201 N GALVIN PARKWAY | PHOENIZ | AZ | 85008 | PC | GENERAL SUPPORT | $20,000 |
| DUCKS UNLIMITED | ||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | GENERAL SUPPORT | $10,000 |
| ETHICS AND PUBLIC POLICY CENTER INC | ||||||
| 1730 M STREET NW 910 | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $35,000 |
| FIRE | ||||||
| 170 S INDEPENDENCE MALL W 510 | PHILADELPHIA | PA | 19106 | PC | GENERAL SUPPORT | $25,000 |
| FIRST LUTHERAN CHURCH | ||||||
| 1525 THREE CROSS ROAD | MILFORD | IA | 51351 | PC | ORGAN RESTORATION PROJECT | $36,900 |
| FOOD BANK OF IOWA | ||||||
| PO BOX 1517 | DES MOINES | IA | 50305 | PC | GENERAL SUPPORT | $25,000 |
| FREE TO CHOOSE NETWORK | ||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | PC | GENERAL SUPPORT | $150,000 |
| FREE TO CHOOSE NETWORK | ||||||
| 2002 FILMORE AVENUE | ERIE | PA | 16506 | PC | CAPITAL EQUIPMENT PURCHASES | $21,439 |
| GILDER LEHRMAN INSTITUTE | ||||||
| 49 W 45TH STREET 2ND FLOOR | NEW YORK | NY | 10036 | PC | 6 IOWA EDUCATORS TO GLI SEMINAR | $23,000 |
| GREATER DES MOINES BOTANICAL GARDEN | ||||||
| 909 ROBERT D RAY DR | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $40,000 |
| GROUT MUSEUM DISTRICT | ||||||
| 503 SOUTH STREET | WATERLOO | IA | 50701 | PC | GENERAL SUPPORT | $40,000 |
| HEARING HEALTH FOUNDATION | ||||||
| 363 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 100013904 | PC | GENERAL SUPPORT | $35,000 |
| THE HOOVER INSTITUTION | ||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | RENEWING INDIGENOUS ECONOMIES | $210,000 |
| HUDSON INSTITUTE | ||||||
| 1015 15TH STREET | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $25,000 |
| INSTITUTE FOR JUSTICE | ||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $25,000 |
| INTERNATIONAL DARK SKY ASSOCIATION | ||||||
| 3223 NORTH FIRST AVE | TUSON | AZ | 85719 | PC | GENERAL SUPPORT | $20,000 |
| IOWA 4H FOUNDATION | ||||||
| 1259 STANGE ROAD | AMES | IA | 50011 | PC | GENERAL SUPPORT | $10,000 |
| IOWA ARBORETUM | ||||||
| 1875 PEACH STREET | MADRID | IA | 50156 | PC | GENERAL SUPPORT | $15,000 |
| IOWA BARN FOUNDATION | ||||||
| PO BOX 436 | NEVADA | IA | 50201 | PC | GENERAL SUPPORT | $50,000 |
| IOWA HISTORICAL FOUNDATION | ||||||
| 600 E LOCUST STREET | DES MOINES | IA | 50319 | PC | GENERAL SUPPORT | $25,000 |
| IOWA LEGAL AID | ||||||
| 1111 9TH ST STE 230 | DES MOINES | IA | 50314 | PC | GENERAL SUPPORT | $25,000 |
| IOWA LUTHERAN HOSPITAL | ||||||
| 1415 WOODLAND AVE E-200 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $1,000 |
| IOWA METHODIST MEDICAL CENTER | ||||||
| 1415 WOODLAND AVENUE SUITE E-200 | DES MOINES | IA | 50309 | PC | ICU UNIT SOCIAL WORKER FUND | $50,000 |
| IOWA METHODIST MEDICAL CENTER | ||||||
| 1415 WOODLAND AVENUE SUITE E-200 | DES MOINES | IA | 50309 | PC | ICU UNIT SOCIAL WORKER FUND | $5,000 |
| IOWA YOUTH CHORUS | ||||||
| 6301 UNIVERSITY AVENUE SUITE 208 | WINDSOR HEIGHTS | IA | 50324 | PC | GENERAL SUPPORT | $30,000 |
| JASPER COUNTY CONCERT ASSOCIATION | ||||||
| PO BOX 1252 | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $500 |
| JUST FACTS INC | ||||||
| 184 COLUMBIA TPKE STE 281 | FLORHAM PARK | NJ | 07932 | PC | GENERAL SUPPORT | $20,000 |
| LIVING HISTORY FARMS | ||||||
| 2600 111TH STREET | URBANDALE | IA | 50322 | PC | GENERAL SUPPORT | $25,000 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||
| 52 VANDERBILT AVE 3RD FLOOR | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $75,000 |
| MIRACLE FLIGHTS FOR KIDS | ||||||
| 6396 MCLEOD DR | LAS VEGAS | NV | 89120 | PC | GENERAL SUPPORT | $10,000 |
| MOSAIC | ||||||
| 11141 AURORA AVE BLDG 3 | URBANDALE | IA | 50322 | PC | GENERAL SUPPORT | $20,000 |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||
| 8 W 38TH ST SUITE 503 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $60,000 |
| NEWTON COMMUNITY THEATER | ||||||
| 1701 S 8TH AVE E | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $1,000 |
| NEWTON COMMUNITY CENTER | ||||||
| PO BOX 1166 | NEWTON | IA | 50208 | SO I | GENERAL SUPPORT | $30,000 |
| ORCHARD PLACE | ||||||
| 2116 GRAND AVENUE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $60,000 |
| PROGRESS INDUSTRIES | ||||||
| 202 N 3RD AVE W | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $5,000 |
| PROPERTY AND ENVIRONMENTAL RESEARCH CENTER | ||||||
| 2048 ANALYSIS DRIVE SUITE A | BOZEMAN | MT | 59718 | PC | GENERAL SUPPORT | $50,000 |
| PROVIDENCE ST MEL SCHOOL | ||||||
| 119 S CENTRAL PARK BLVD | CHICAGO | IL | 60624 | PC | GENERAL SUPPORT | $45,000 |
| SAVE THE REDWOOD LEAGUE | ||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | PC | RED HILL LAND ACQUISITION | $3,342,691 |
| SCIENCE CENTER OF IOWA | ||||||
| 401 W MARTIN LUTHER KING JR PARKWAY | DES MOINES | IA | 50208 | PC | GENERAL SUPPORT | $30,000 |
| SKIFF HOSPICE OF JASPER COUNTY | ||||||
| 204 N 4TH AVE E | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $30,000 |
| SKIFF MEDICAL CENTER FOUNDATION | ||||||
| 204 N 4TH AVE E | NEWTON | IA | 50208 | PC | GE CENTRICITY SYSTEM FOR OBSTETRICS DEPT. | $35,000 |
| STONE AGE INSTITUTE | ||||||
| PO BOX 5097 | BLOOMINGTON | IN | 474075097 | PC | GENERAL SUPPORT | $100,000 |
| THE NATURE CONSERVANCY IN IOWA | ||||||
| 505 5TH AVE 930 | DES MOINES | IA | 50309 | PC | LAND ACQUISITION | $30,098 |
| THE NATURE CONSERVANCY IN IOWA | ||||||
| 505 5TH AVE 930 | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $100,000 |
| THE NATURE CONSERVANCY IN IOWA | ||||||
| 505 5TH AVE 930 | DES MOINES | IA | 50309 | PC | HOLIDAY LAND ACQUISITION | $1,301,718 |
| THE NATURE CONSERVANCY IN IOWA | ||||||
| 505 5TH AVE 930 | DES MOINES | IA | 50309 | PC | DIRECTORS INNOVATION FUND | $30,897 |
| THE NEW CRITERION | ||||||
| 1200 PLEASANT STREET | DES MOINES | IA | 50309 | PC | GENERAL SUPPORT | $85,000 |
| UCP WHEELS FOR HUMANITY | ||||||
| 9509 VASSAR AVE STE A | CHATSWORTH | CA | 91311 | PC | TO PAY MISSED 2016 AGREEMENT - MADE JUNE 2015 | $25,000 |
| UNITED WAY - JASPER COUNTY | ||||||
| 312 1ST AVE WEST | NEWTON | IA | 50208 | PC | GENERAL SUPPORT | $20,000 |
| VISITING NURSE & HOSPICE CARE | ||||||
| 509 E MONTECITO ST STE 200 | SANTA BARBARA | CA | 93103 | PC | GENERAL SUPPORT | $20,000 |
| VOX PRESS INC | ||||||
| PO BOX 2954 | OXFORD | MS | 38655 | PC | 12 WEEK PRE-COLLEGE WORKSHOPS | $4,600 |
| WESLEY RETIREMENT SERVICES | ||||||
| 5508 NW 88TH ST | JOHNSTON | IA | 50131 | PC | GENERAL SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,326,343 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,050,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,805,193 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $51,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,906,936 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,906,936 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NA | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,200 | Amt |
| Net Investment Income | $17,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC-CL B 17,899.00 SHARES | $1,939,155 | $3,654,618 |
| BBH CORE SELECT CL N 280,817.01 SHARES | $6,271,170 | $3,608,499 |
| SEQUOIA FUND 23,984.54 SHARES | $8,884,376 | $3,170,757 |
| VANGUARD TOTL STK MKT IND-SG 578,155.42 SHARES | $23,183,762 | $35,897,670 |
| LONG LEAF PARTNERS 241,915.05 SHARES | $6,660,981 | $5,346,323 |
| UNREALIZED GAINS | $4,738,422 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,968 | LegalFeesAmt |
| Net Investment Income | $2,226 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $742 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PART OF LOT 5, MADSEN S/D | Desc |
| BOY Book Value | $111,353 | BOYBookValueAmt |
| EOY Book Value | $111,353 | EOYBookValueAmt |
| EOYFMV | $102,400 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $7,346,780 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEWTON PROPERTY EXPENSES | $10,396 | $10,396 | $0 |
| INSURANCE | $525 | $263 | $262 |
| BANK FEES | $218 | $109 | $109 |
| POSTAGE AND SHIPPING | $116 | $58 | $58 |
| OFFICE SUPPLIES | $261 | $131 | $130 |
| TRAVEL | $3,035 | $1,518 | $1,517 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Revenue And Expenses Per Books | $51,561 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $51,561 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $151,643 | Amt |
| Net Investment Income | $151,643 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT PROPERTY TAXES | CategoryTxt |
| Amt | $4,032 | Amt |
| Net Investment Income | $4,032 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |