CORBIN A AND DORICE S MCNEILL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CORBIN A AND DORICE S MCNEILL FOUNDATION (EIN 36-4475641)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202543149349102064
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)
Return2025-11-10T11:09:08-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Andersen Tax LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line171 South Wacker Drive Suite 2600AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364475641EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORBIN A & DORICE S McNEILL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DORICE S MCNEILLInCareOfNm
Business Name ControlCORBBusinessNameControlTxt
Phone3077339278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O DORICE McNEILL 525 NW RIDGE RDAddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCORBIN MCNEILLPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone3077339278PhoneNum
Signature2025-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGabriel WascherPreparerPersonNm
PTINP02146491PTIN
Phone3123573950PhoneNum
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$2,375,133FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$44,185DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,185DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$180,913NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$364,635GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$180,913CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$225,098TotalRevAndExpnssAmt
Total Net Invst Incm$225,098TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,600AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,527OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,527OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$27InterestRevAndExpnssAmt
Interest Net Invst Incm$27InterestNetInvstIncmAmt
Taxes Rev And Expnss$483TaxesRevAndExpnssAmt
Taxes Net Invst Incm$483TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,637TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,637TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$224,887TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,637TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$215,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$211ExcessRevenueOverExpensesAmt
Net Investment Income$215,461NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$97,721CashBOYAmt
Cash EOY$317,958CashEOYAmt
Cash EOYFMV$317,958CashEOYFMVAmt
Acct Rcvbl$0AcctRcvblAmt
Acct Rcvbl BOY$250AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Corporate Stock BOY$1,157,713CorporateStockBOYAmt
Corporate Stock EOY$1,069,145CorporateStockEOYAmt
Corporate Stock EOYFMV$1,296,417CorporateStockEOYFMVAmt
Other Assets BOY$478,111OtherAssetsBOYAmt
Other Assets EOY$353,111OtherAssetsEOYAmt
Other Assets EOYFMV$760,758OtherAssetsEOYFMVAmt
Total Assets BOY$1,733,795TotalAssetsBOYAmt
Total Assets EOY$1,740,214TotalAssetsEOYAmt
Total Assets EOYFMV$2,375,133TotalAssetsEOYFMVAmt
Accounts Payable BOY$7AccountsPayableBOYAmt
Accounts Payable EOY$289AccountsPayableEOYAmt
Total Liabilities BOY$7TotalLiabilitiesBOYAmt
Total Liabilities EOY$289TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,733,788NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,739,925NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,733,788TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,739,925TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,733,795TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,740,214TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,733,788TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$211ExcessRevenueOverExpensesAmt
Other Increases$5,926OtherIncreasesAmt
Subtotal$1,739,925SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,739,925TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
CHARLES SCHWAB #8661$79,780$58,715$21,065$21,065
0.42 SHS SCHWAB INTERNATIONAL ETF$9$7$2$22020-10-022024-10-11
DISPOSITION OF RADCLIFFE INTERNATIONAL SPAC$284,846$125,000$159,846$159,8462024-01-18
FieldValueIRS element (for citing)
Capital Gain Net Income$180,913CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,995InvestmentIncomeExciseTaxAmt
Subtotal$2,995SubtotalAmt
Tax Based On Investment Income$2,995TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,667EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$10,667TotalPaymentsAndCreditsAmt
Overpayment$7,672OverpaymentAmt
Applied To ES Tax$7,672AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DORICE S MCNEILLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3077339278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1525 NW RIDGE RDAddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83001ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryCJForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (true)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
CORBIN A MCNEILL JR
525 NW RIDGE ROADJacksonWY83001VICE-PRESIDENT1.0$0$0$0
DORICE S MCNEILL
525 NW RIDGE ROADJacksonWY83001PRESIDENT1.0$0$0$0
MICHELE POIRIER-MCNEILL
5708 Palantine AvenueNorth SeattleWA98103DIRECTOR1.0$0$0$0
CORBIN MCNEILL IV
318 Marshall Vale LnKennett SquarePA19348DIRECTOR1.0$0$0$0
KEVIN MCNEILL
914 Kirby DriveWestchesterPA19380DIRECTOR1.0$0$0$0
ALICIA MCNEILL
DIRECTOR1.0$0$0$010 NGAROMA ROADEPSOMAUCKLANDNZ1023
TIMOTHY MCNEILL
76 Vantine RoadKerhonksonNY12446DIRECTOR1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,147,729AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$207,840AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,355,569TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,355,569AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,334CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,320,235NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,012MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,012MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,995TaxBasedOnInvestmentIncomeAmt
Total Tax$2,995TotalTaxAmt
Distributable Before Adj$113,017DistributableBeforeAdjAmt
Distributable Before Ded$113,017DistributableBeforeDedAmt
Distributable As Adjusted$113,017DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$215,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,017DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$912,866ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$450,089ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$659,545ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$366,148ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$96,860ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,485,508TotalExcessDistributionCyovAmt
Qualifying Distributions$215,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$113,017AppliedToCurrentYearAmt
Remaining Distri From Corpus$102,233RemainingDistriFromCorpusAmt
Total Corpus$2,587,741TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$912,866ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,674,875ExcessDistriCyovToNextYrAmt
Excess From Year4$450,089ExcessFromYear4Amt
Excess From Year3$659,545ExcessFromYear3Amt
Excess From Year2$366,148ExcessFromYear2Amt
Excess From Year1$96,860ExcessFromYear1Amt
Excess From Current Year$102,233ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
COMMUNITY FOUNDATION OF JACKSON HOLE
245 East Simpson AvenueJacksonWY83001NonePCSupport for Local Philanthropy$25,250
THE BRIDGE TO LIFE
147-32 Stanford Avenue 2nd FloorFlushingNY11355NonePCSupport for Medical Assistance and Advancement$5,000
CAN DO MULTIPLE SCLEROSIS
PO Box 5860AvonCO81620NonePCSupport to Deliver Health and Wellness Education Programs to Help Families Living with Multiple Sclerosis$20,000
Foothills Food Bank
PO Box 715CarefreeAZ85377NonePCSupport for Food Banks$5,000
Living and Giving in Christ DIOCESE OF CHEYENNE
PO BOX 1468CHEYENNEWY820031468NonePCSupport for Church to Carry out Its Religious Mission$20,000
Diocese of Phoenix
400 E Monroe StPhoenixAZ85004NonePCSupport for Church to Carry out Its Religious Mission$20,000
St Peter's College Foundation Trust
NONENCSupport for Education$10,000Mountain RoadEpsomAucklandNZ1023
Foothills Caring Corps
PO Box 831CarefreeAZ85377NonePCSupport for Local Philanthropy$5,000
Northwest Harvest
PO Box 12272SeattleWA98102nonePCSupport for Food Banks$5,000
US NAVAL INSTITUTE FOUNDATION
291 WOOD ROADANNAPOLISMD21402NONEPCSupport for naval history and education$1,500
OUR LADY OF THE MOUNTAINS CHURCH
201 S Jackson StJacksonWY83001NONEPCsupports members of the community in need of food, clothing and assistance with rent or utilities$28,000
OUR LADY OF JOY
3041 Ironwood RdCAREFREEAZ85377NONEPCSupport for Church to Carry out Its Religious Mission$22,500The Boulders
Academy of Notre Dame
560 Sproul RdVillanovaPA19085NONENCSupport for Education$10,000
New Pathways for Youth (NPFY)
901 E Jefferson StPhoenixAZ85034providing youth the support, stability, and skills they need to flourish in the community$1,000
Waverly Heights Fund
1400 Waverly RoadGladwynePA190351296NONEPCsupport members of the community facing financial hardship$1,000
Naval Submarine League
405 North Henry StreetAlexandriaVA22314NONEPCfurthers education and advocacy about the critical value of submarines for our national defense$2,000
OLOJ St Vincent de Paul
PO Box 1359CarefreeAZ85377NONEPCsupports members of the community in need of food, clothing and assistance with rent or utilities$2,000
The Society of St Vincent De Paul
PO Box 13600PhoenixAZ85002NONEPCsupport to feed, clothe and heal individuals and families in need$10,000
D&H Canal Historical Society
PO Box 23High FallsNY12440NONEPCTo explore the full story of the D&H Canal, its history, people, economic and social impact and lasting influence$5,000
Matanho Project
PO Box 604LangleyWA98260NONEPCsupports Zimbabwean musicians and families$5,000
Chicago Scholars
247 South State StreetChicagoIL60604NONEPCprovides the opportunity of college-to-career success to under-resourced, first generation students in Chicago$10,000Suite 700
Green Beret Foundation
15618 Summit Park Dr Ste 801MontgomeryTX77356nonePCSupport for the Army's Special Forces soldiers and their families$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,185ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$180,913ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$225,098ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$225,098TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$5,600Amt
Net Investment Income$5,600NetInvestmentIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1St Peter's College Foundation TrustBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1MOUNTAIN ROADAddressLine1Txt
CityEPSOMCityNm
Province Or StateAUKLANDProvinceOrStateNm
CountryNZCountryCd
FieldValueIRS element (for citing)
Grant2024-10-12GrantDt
Grant$10,000GrantAmt
Purpose Of GrantSUPPORT FOR EDUCATIONPurposeOfGrantTxt
Expended By Grantee$10,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee10/12/2024DatesOfReportsByGranteeTxt
Verification2024-10-12VerificationDt
Results Of VerificationThe organization provided a completed expenditure responsibility statement on October 12, 2024 detailing the 2024 usage of the donation to be made on October 12, 2024. The organization indicated that the entire $10,000 would be used in 2024.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB 8661StockNm
EOY Book Value$1,069,145EOYBookValueAmt
EOYFMV$1,296,417EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GREENHOUSE OVERSEAS FUND$50,330$50,330$298,050
RADCLIFFE ULTRA SHORT DURATION$302,781$302,781$460,731
RADCLIFFE INTERNATIONAL SPAC$125,000$0$1,977

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREF PARTNERSDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$5,926Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBANK AND MGMT FEESCategoryTxt
Amt$3,527Amt
Net Investment Income$3,527NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$483Amt
Net Investment Income$483NetInvestmentIncomeAmt

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