EXCELSIOR FOUNDATION TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EXCELSIOR FOUNDATION TR (EIN 51-6508171)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-26
- IRS object ID
- 201912079349100606
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-26T12:47:38-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516508171 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXCELSIOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILMINGTON TRUST CO 009126-000 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EXCE | BusinessNameControlTxt |
| Phone | 3026518571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET ST DE3-C070 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETE HYDE OFFICER TRUSTEE | PersonNm |
| Person Title | OFFICER WIL TR TRUSTEE | PersonTitleTxt |
| Phone | 3026511772 | PhoneNum |
| Signature | 2019-07-26 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.19.225.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-26 | IPDt |
| IP Tm | 12:47:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5CD1A1D40930B04DF96BE552FA09553853CDB45C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0E4C15207DC127BDB52450F77D4060F40C3F1AE4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $366,834 | 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 | $8,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,799 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,462 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $199 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $199 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $133 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $367 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $367 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,872 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,872 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $224,801 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $363,962 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $235,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $236,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,673 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $366,834 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $236,685 | CapitalStockBOYAmt |
| Capital Stock EOY | $227,673 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $236,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $227,673 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $236,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $227,673 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $236,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $77 | OtherIncreasesAmt |
| Subtotal | $227,849 | SubtotalAmt |
| Other Decreases | $176 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $227,673 | 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 |
|---|---|---|---|---|---|---|---|
| LTIF UNITS | P | 2002-06-06 | 2018-02-15 | $136,261 | $140,863 | -$4,602 | -$4,602 |
| VANGUARD FUND | P | 2008-09-03 | 2018-11-19 | $12,000 | $5,599 | $6,401 | $6,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,799 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $383,261 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047096 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,032 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $361,393 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052663 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,016 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $370,907 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048573 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,019 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $374,089 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050841 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,470 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $356,708 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048976 | DistributionYr5Rt |
| Total Distribution | 0.248149 | TotalDistributionRt |
| Average Distribution | 0.049630 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $397,645 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,735 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,836 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,030 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $202 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $202 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | DE | 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 | NO INTERNET WEB SITE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMINGTON TRUST (A PATNI) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026518571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900001 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILMINGTON TRUST COMPANY | ||||||||
| 1100 MARKET STREET | WILMINGTON | DE | 19890 | TRUSTEE | 1.00 | $199 | $0 | $0 |
| NANCY MILLIKEN | ||||||||
| P O BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 1.00 | $0 | $0 | $0 |
| JUSTINE V R RUSSELL | ||||||||
| P O BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $399,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $403,701 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $403,701 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $397,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,882 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,882 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $202 | TotalTaxAmt |
| Distributable Before Adj | $19,680 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,680 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,680 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,030 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,030 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,351 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,351 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,679 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $18,001 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLAS ECONOMIC RESEARCH FOUNDATION | |||||||
| 1201 L ST NW | WASHINGTON | DC | 20005 | NO REL'N | TAX EXEMPT PUBLIC CH | TAX EXEMPT CHARITABLE PURPOSE | $3,000 |
| CITIZENS AGAINST GOVERNMENT WASTE | |||||||
| 1100 CONNECTICUT AVE NW 650 | WASHINGTON | DC | 20036 | NO REL'N | TAX EXEMPT PUBLIC CH | TAX EXEMPT CHARITABLE PURPOSE | $3,000 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE FDN | |||||||
| 8001 BRADDOCK RD | SPRINGFIELD | VA | 22160 | NO REL'N | TAX EXEMPT PUBLIC CH | TAX EXEMPT CHARITABLE PURPOSE | $3,000 |
| PIONEER INSTITUTE INC | |||||||
| 185 DEVONSHIRE STREET | BOSTON | MA | 02110 | NO REL'N | TAX EXEMPT PUBLIC CH | TAX EXEMPT CHARITABLE PURPOSE | $3,000 |
| ROXBURY LATIN SCHOOL INC | |||||||
| 101 ST THERESA AVE | WEST ROXBURY | MA | 02132 | NO REL'N | TAX EXEMPT PUBLIC CH | TAX EXEMPT CHARITABLE PURPOSE | $3,000 |
| WASHINGTON LEGAL FOUNDATION | |||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NO REL'N | TAX EXEMPT PUBLIC CH | TAX EXEMPT CHARITABLE PURPOSE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,898 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,799 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,697 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,697 | TotalIncomeProducingActyAmt |
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 | ADMINISTRATIVE FEE | CategoryTxt |
| Amt | $59 | Amt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FPA NEW INCOME FUFND | $68,000 | $67,453 |
| VANGUARD SHORT TERM INVEST GRADE ADMIRAL | $68,000 | $67,483 |
| VANGUARD TOTAL STOCK MARKET INDEX | $88,801 | $229,026 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | S T I F ADJUSTMENTS DEC / JAN TIMING DIFFERENCES | Desc |
| Amt | $176 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | L.T.I.F. FEES, COL B IS DEDUCTIBLE PORTION | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | L.T.I.F. ADJUSTMENT | Desc |
| Amt | $77 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $133 | Amt |
| Net Investment Income | $133 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990PF BALANCE DUE PRIOR YEAR | CategoryTxt |
| Amt | $199 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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