BETA

ANDREW FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANDREW FOUNDATION (EIN 84-3670804)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-11
IRS object ID
202512849349100506
Schema version
2024v5.2
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)
Return2025-10-11T15:12:35-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582487348PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1APRIO ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121800 OXNARD STREET SUITE 900AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN843670804EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O TRAVIS MAYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone3105701013PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line113005 ARTESIA BLVD SUITE A-100AddressLine1Txt
CityCERRITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP907031356ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRAVIS MAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3105701013PhoneNum
Signature2025-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTUART L JAFFEPreparerPersonNm
PTINP00006551PTIN
Phone8189076500PhoneNum
Preparation2025-08-05PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,407,487FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,060,600ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$40InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$217,998DividendsRevAndExpnssAmt
Dividends Net Invst Incm$217,998DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,619,328NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,036,001GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,619,328CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,897,966TotalRevAndExpnssAmt
Total Net Invst Incm$2,837,366TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,377LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,702LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$675LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,060AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,448AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$612AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,494TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,494TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$7,793TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,793TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$180OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$144OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$36OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,904TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,788TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,116TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$552,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$552,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$571,004TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,788TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$561,216TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,326,962ExcessRevenueOverExpensesAmt
Net Investment Income$2,827,578NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,070CashBOYAmt
Cash EOY$32,198CashEOYAmt
Cash EOYFMV$32,198CashEOYFMVAmt
Corporate Stock BOY$8,112,152CorporateStockBOYAmt
Corporate Stock EOY$12,445,178CorporateStockEOYAmt
Corporate Stock EOYFMV$15,375,289CorporateStockEOYFMVAmt
Total Assets BOY$8,170,222TotalAssetsBOYAmt
Total Assets EOY$12,477,376TotalAssetsEOYAmt
Total Assets EOYFMV$15,407,487TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,170,222RetainedEarningBOYAmt
Retained Earning EOY$12,477,376RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,170,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,477,376TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,170,222TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,477,376TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,170,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,326,962ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,497,184SubtotalAmt
Other Decreases$19,808OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,477,376TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SOLDEX - CRYPTO 23 UNITSP2023-12-142024-06-10$918$827$91$91
VANGUARD INFO TECH INDEX FUND 11,115 SHARESP2022-07-212024-06-18$6,544,291$3,925,054$2,619,237$2,619,237
SOLDEX - CRYPTO 28,000 UNITSD2024-06-102024-06-10$1,490,792$1,490,792$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$2,619,328CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39,303InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$39,303SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$39,303TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,760EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,760TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$37,543TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTRAVIS MAYIndividualWithBooksNm
Phone3105701013PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113005 ARTESIA BLVD SUITE A-100AddressLine1Txt
CityCERRITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP907031356ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTRAVIS MAYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line113005 ARTESIA BLVD SUITE A-100AddressLine1Txt
CityCERRITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP907031356ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,414,775AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,134AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,459,909TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,459,909AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$201,899CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,258,010NetVlNoncharitableAssetsAmt
Minimum Investment Return$662,901MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$662,901MinimumInvestmentReturnAmt
Tax Based On Investment Income$39,303TaxBasedOnInvestmentIncomeAmt
Total Tax$39,303TotalTaxAmt
Distributable Before Adj$623,598DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$623,598DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$623,598DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$561,216ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$561,216QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$623,598DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$203,862ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$184,656ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$158,138ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$114,004ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$660,660TotalExcessDistributionCyovAmt
Qualifying Distributions$561,216QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$561,216AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$62,382ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$62,382ExcessDistributionCyovAppCYAmt
Total Corpus$598,278TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$598,278ExcessDistriCyovToNextYrAmt
Excess From Year4$141,480ExcessFromYear4Amt
Excess From Year3$184,656ExcessFromYear3Amt
Excess From Year2$158,138ExcessFromYear2Amt
Excess From Year1$114,004ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001NONEPCEDUCATIONAL$39,800
FEE FOUNDATION
1776 PEACHTREE ST NW SUITE 710SATLANTAGA30309NONEPCEDUCATIONAL$110,000
INSTITUTE FOR JUSTICE
901 N GLEBE ROAD SUITE 900ARLINGTONVA22203NONEPCEDUCATIONAL$140,000
MACKINAC CENTER
PO BOX 568MIDLANDMI48640NONEPCEDUCATIONAL$20,000
REASON FOUNDATION
5737 MESMER AVELOS ANGELESCA90230NONEPCEDUCATIONAL$232,300
ATLAS NETWORK
4075 WILSON BLVD - SUITE 310ARLINGTONVA22203NONEPCPHILANTHROPIC$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$552,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$217,998ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,619,328ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,837,366ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,837,366TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
TRAVIS MAY
113005 ARTESIA BLVD SUITE A-100CERRITOSCA907031356$550,000Yes (X)
TRAVIS MAY
213005 ARTESIA BLVD SUITE A-100CERRITOSCA907031356$1,510,600Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property28,000 SHARES OF SOXLNoncashPropertyDesc
Fair Market Value$1,510,600FairMarketValueAmt
Received2024-06-10ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING SERVICESCategoryTxt
Amt$3,060Amt
Net Investment Income$2,448NetInvestmentIncomeAmt
Disbursements Charitable Prps$612DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$12,445,178EOYBookValueAmt
EOYFMV$15,375,289EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,377LegalFeesAmt
Net Investment Income$2,702NetInvestmentIncomeAmt
Disbursements Charitable Prps$675DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDONATED STOCK BASIS LIMITED TO FMVDesc
Amt$19,808Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$168$134$34
OFFICE EXPENSE$12$10$2

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES & LICENSESCategoryTxt
Amt$4,494Amt
Net Investment Income$4,494NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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