SILVER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SILVER FAMILY FOUNDATION (EIN 06-1532898)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-13
- IRS object ID
- 201613489349100301
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-13T09:03:44-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060947821 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER BERLINGO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TOKENEKE ROAD PO BOX 4080 | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061532898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WALTER BERLINGO AND COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SILV | BusinessNameControlTxt |
| Phone | 2036552800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4080 | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068201480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP SILVER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2036552800 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN J MCQUILLAN CPA | PreparerPersonNm |
| PTIN | P00535641 | PTIN |
| Phone | 2036552800 | PhoneNum |
| Preparation | 2016-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,661,361 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,060 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $459,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $459,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,549,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,495 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $661,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $655,892 | 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 |
| Accounting Fees Rev And Expnss | $6,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,030 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,030 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $73,469 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,301 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $18,645 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,645 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,092 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,472 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,620 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $172,567 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,764 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,041,620 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,041,620 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,214,187 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,139,384 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,552,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $593,390 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $312,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,068,619 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,068,619 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,866,391 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,558,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,592,742 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,179,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,627,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,661,361 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,574,803 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,574,803 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,604,507 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,052,272 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,179,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,627,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,179,310 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,627,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,179,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,552,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,627,075 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,627,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES THRU ML ACCOUNT | P | $12,549,501 | $12,415,504 | $133,997 | $133,997 |
| WASH SALE ADJUSTMENT | P | $62,498 | $62,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,495 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,007,006 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,458,475 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103143 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,041,406 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,966,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102243 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,824,602 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,324,208 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.094421 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,136,369 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,004,384 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059795 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,228,518 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,386,152 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070661 | DistributionYr5Rt |
| Total Distribution | 0.430263 | TotalDistributionRt |
| Average Distribution | 0.086053 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,528,944 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,422,365 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,934 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,428,299 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,139,384 | 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 | $5,934 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,934 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,934 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,066 | OverpaymentAmt |
| Applied To ES Tax | $4,066 | 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 | CT | 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 | SILVERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | WALTER BERLINGO CO | IndividualWithBooksNm |
| Phone | 2036552800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 TOKENEKE ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| PHILIP AND BARBARA SILVER | ||||||||
| C/O PO BOX 4080 | DARIEN | CT | 068201480 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| PETER MILO SILVER | ||||||||
| C/O PO BOX 4080 | DARIEN | CT | 068201480 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| PHILIP TYLER SILVER | ||||||||
| C/O PO BOX 4080 | DARIEN | CT | 068201480 | TRUSTEE | 10.00 | $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA MERTEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PO BOX 4080 | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068201480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MANAGER | ServiceTypeTxt |
| Compensation | $71,019 | 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 | $16,063,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $717,274 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,780,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,780,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $251,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,528,944 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $826,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $826,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,934 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,934 | TotalTaxAmt |
| Distributable Before Adj | $820,513 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $820,513 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $820,513 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,139,384 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,139,384 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,934 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,133,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $820,513 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $775,891 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $197,317 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $871,523 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,072,185 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,052,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,969,466 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,139,384 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $820,513 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,318,871 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,288,337 | 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 | $775,891 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,512,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,317 | ExcessFromYear4Amt |
| Excess From Year3 | $871,523 | ExcessFromYear3Amt |
| Excess From Year2 | $1,072,185 | ExcessFromYear2Amt |
| Excess From Year1 | $1,052,550 | ExcessFromYear1Amt |
| Excess From Current Year | $2,318,871 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP AND BARBARA SILVER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SILVER FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18234 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9999999999 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF INQUIRY (LOI) THAT IS NO LONGER THAN THREE PAGES. PLEASE VISIT THE FOUNDATION'S WEBSITE FOR ADDITIONAL INFORMATION AS TO WHAT THE LOI MUST INCLUDE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING CYCLE; GRANT PROPOSALS ARE DUE MARCH 31ST / FALL CYCLE; GRANT PROPOSALS ARE DUE SEPT 3OTH | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT SUPPORT CAPITAL REQUESTS NOR DOES IT MAKE GRANTS TO INDIVIDUALS OUTSIDE THE GEOGRAPHIC SCOPE OF OREGON AND WASHINGTON | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISITERS COLUMBIA NORTHWEST | |||||||
| 1827 NE 44TH AVE SUITE 100 | PORTLAND | OR | 97213 | NONE | 501(C)(3) PUBLIC CHA | MENTORING PROGRAM | $50,000 |
| CAMP TAMARACK | |||||||
| 2608 NW ROBERT WA | BEND | OR | 97701 | NONE | 501(C)(3) PUBLIC CHA | TO PROVIDE AND SUPPORT EDUCATIONAL OPPORTUNITIES AND PROJECTS THAT OFFER AN UNDERSTANDING OF THE IMPORTANCE OF THE ENVIRONMENT AND ENCOURAGE SAFE, PRODUCTIVE AND ENLIGHTENING EXPERIENCES WITHIN. | $25,000 |
| CAMP TEN TREES | |||||||
| 1122 E PIKE STREET 1488 | SEATTLE | WA | 98122 | NONE | 501(C)(3) PUBLIC CHA | CREATES A LOVING AND ENGAGING YOUTH CAMP ENVIRONMENT FOR LGBTQ COMMUNITIES AND THEIR ALLIES. | $10,000 |
| CHILDREN'S INSTITUTE | |||||||
| 1221 SW YAMHILL ST SUITE 260 | PORTLAND | OR | 97205 | NONE | 501(C)(3) PUBLIC CHA | HUMAN SERVICES | $50,000 |
| COLLEGE ACCESS NOW | |||||||
| PO BOX 22999 | SEATTLE | WA | 98122 | NONE | 501(C)(3) PUBLIC CHA | MAKE COLLEGE ADMISSION POSSIBLE FOR ECONOMICALLY DISADVANTAGED STUDENTS | $25,000 |
| COLLEGE DREAMS INC | |||||||
| PO BOX 1407 | GRANTS PASS | OR | 97528 | NONE | 501(C)(3) PUBLIC CHA | MENTORING PROGRAM | $25,000 |
| COLLEGE POSSIBLE | |||||||
| 501 NE HOOD AVE | GRESHAM | OR | 97030 | NONE | 501(C)(3) PUBLIC CHA | MENTORING LOW INCOME STUDENTS TO GET INTO COLLEGE | $40,000 |
| COMMUNITIES IN SCHOOL IN PENINSULA | |||||||
| PO BOX 684 | VAUGHN | WA | 98394 | NONE | 501(C)(3) PUBLIC CHA | PROMOTE STUDENT SUCESS THROUGH CONNECTING THEM WITH COMMUNITY RESOURCES. | $30,000 |
| DE LA SALLE NORTH CATHOLIC HIGH SCHOOL | |||||||
| 728 N FENWICK AVENUE | PORTLAND | OR | 97217 | NONE | 501(C)(3) PUBLIC CHA | COLLEGE PREP EDUCATION | $95,000 |
| ECOSYSTEM SCIENCES FOUNDATION | |||||||
| 202 N 9TH STREET SUITE 400 | BOISE | ID | 83702 | NONE | 501(C)(3) PUBLIC CHA | RESEARCH IN THE FIELDS OF ECOLOGY | $50,000 |
| ELEVATE OREGON | |||||||
| 12730 NE MARX STREET | PORTLAND | OR | 97230 | NONE | 501(C)(3) PUBLIC CHA | SUPPORTING CHILDREN IN\OUT OF SCHOOL AND ATHLETIC\ADVENTURE PROGRAMS | $25,000 |
| FISHTRAP INC | |||||||
| PO BOX 38 | ENTERPRISE | OR | 97828 | NONE | 501(C)(3) PUBLIC CHA | PROMOTING CLEAR THINKING AND GOOD WRITING IN AND ABOUT THE WEST | $10,000 |
| FRENCH AMERICAN INTERNATIONAL SCHOOL | |||||||
| 8500 NW JOHNSON STREET | PORTLAND | OR | 97229 | NONE | 501(C)(3) PUBLIC CHA | PROVIDE BILINGUAL EDUCATION | $10,000 |
| FRIENDS OF SATURDAY ACADEMY | |||||||
| 5000 N WILLAMETTE BLVD | PORTLAND | OR | 97203 | NONE | 501(C)(3) PUBLIC CHA | TO ENGAGE ALL MOTIVATED YOUNG PEOPLE, INCLUDING THOSE FROM UNDER-REPRESENTED COMMUNITIES, IN HANDS-ON, IN-DEPTH LEARNING BY CONNECTING THEM TO COMMUNITY EXPERS AS EDUCATORS AND MENTORS. | $10,000 |
| FRIENDS OF THE CHILDREN KING COUNTY | |||||||
| PO BOX 22801 | SEATTLE | WA | 98122 | NONE | 501(C)(3) PUBLIC CHA | MENTORING PROGRAM FOR CHILDREN | $70,000 |
| FRIENDS OF THE CHILDREN KLAMATH FALLS | |||||||
| 3837 ALTAMONT DRIVE | KLAMATH FALLS | OR | 97603 | NONE | 501(C)(3) PUBLIC CHA | MENTORING PROGRAM FOR CHILDREN | $39,306 |
| FRIENDS OF THE CHILDREN PORTLAND | |||||||
| 44 NE MORRIS | PORTLAND | OR | 97212 | NONE | 501(C)(3) PUBLIC CHA | MENTORING PROGRAM FOR CHILDREN | $50,000 |
| I HAVE A DREAM FOUNDATION-OREGON | |||||||
| 1478 NE KILLINGSWORTH STREET | PORTLAND | OR | 972114981 | NONE | 501(C)(3) PUBLIC CHA | MENTORING PROGRAM FOR CHILDREN | $50,000 |
| LAKE COUNTY YOUTH MENTOR | |||||||
| 357 NORTH L STREET | LAKEVIEW | OR | 97630 | NONE | 501(C)(3) PUBLIC CHA | LAKE COUNTY YOUTH MENTORING PROGRAMS | $15,000 |
| MARATHON EDUCATION PARTNERS | |||||||
| PO BOX 82007 | PORTLAND | OR | 97282 | NONE | 501(C)(3) PUBLIC CHA | SCHOLARSHIP OPPORTUNITY FOR CHILDREN WITH FINANCIAL NEED | $15,000 |
| MIND MATTERS OF PORTLAND | |||||||
| PO BOX 820023 | PORTLAND | OR | 97282 | NONE | 501(C)(3) PUBLIC CHA | PREPARING HIGH SCHOOL STUDENTS FOR COLLEGE | $25,000 |
| MIND MATTERS OF SEATTLE | |||||||
| 330 N 10TH STREET | TACOMA | WA | 98403 | NONE | 501(C)(3) PUBLIC CHA | PREPARING HIGH SCHOOL STUDENTS FOR COLLEGE | $15,000 |
| OREGON COMMUNITY FOUNDATION | |||||||
| 1221 SW YAMHILL ST SUITE 100 | PORTLAND | OR | 97205 | NONE | 501(C)(3) PUBLIC CHA | IMPROVE LIFE IN OREGON AND PROMOTE EFFECTIVE PHILANTHROPY. | $15,000 |
| OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON STREET SUITE 200 | PORTLAND | OR | 97205 | NONE | 501(C)(3) PUBLIC CHA | HEALTH CARE | $1,680,764 |
| POINT FOUNDATION | |||||||
| 5055 WILSHIRE BLVD SUITE 501 | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) PUBLIC CHA | EMPOWERS PROMISING LGBTQ STUDENTS TO ACHIEVE THEIR FULL ACADEMIC AND LEADERSHIP POTENTIAL. | $25,000 |
| PORTLAND LEADERSHIP FOUNDATION | |||||||
| 809 N RUSSELL 203 | PORTLAND | OR | 97227 | NONE | 501(C)(3) PUBLIC CHA | TO STRENGTHEN AND DEVELOP LEADERSHIP FOR THE SPIRITUAL AND SOCIAL RENEWEL OF PORTLAND OREGON. | $30,000 |
| RAINIER SCHOLARS | |||||||
| 2100 24TH AVENUE SOUTH SUITE 210 | SEATTLE | WA | 98144 | NONE | 501(C)(3) PUBLIC CHA | YOUTH ACADEMIC ENRICHMENT/COLLEGE PREP/LEADERSHIP DEVELOPMENT | $102,850 |
| READING RESULTS | |||||||
| 3115 NE SANDY BLVD SUITE 229 | PORTLAND | OR | 97227 | NONE | 501(C)(3) PUBLIC CHA | WORKING TOWARD THE VISION THAT ALL CHILDREN HAVE THE RIGHT TO READ AND SUCCEED. | $70,000 |
| SEATTLE NATIVITY SCHOOL | |||||||
| PO BOX 20730 | SEATTLE | WA | 98102 | NONE | 501(C)(3) PUBLIC CHA | SCIENCE,TECHNOLOGY,ENGINEERING AND MATH MIDDLE SCHOOL SEEKING TO BREAK THE CYCLE OF POVERTY THROUGH AN EDUCATION THAT NOURISHES SOULS AND IGNITIES LEADERS FOR LOVE AND SERVICE. | $51,200 |
| SOCIAL VENTURE PARTNERS SEATTLE | |||||||
| 1601 SECOND AVENUE SUITE 615 | SEATTLE | WA | 98101 | NONE | 501(C)(3) PUBLIC CHA | YOUTH PHILANTHROPY AND VOLUNTEERISM | $15,000 |
| ST ANDREW NAVITY SCHOOL | |||||||
| 4925 NE 9TH AVENUE | PORTLAND | OR | 97211 | NONE | 501(C)(3) PUBLIC CHA | EDUCATION IN THE JESUIT TRADITION TO SERVE YOUTH OF ALL FAITHS FROM LOW INCOME BACKGROUNDS | $35,000 |
| SUMMER SEARCH SEATTLE | |||||||
| 1109 1ST AVE SUITE 205 | SEATTLE | WA | 98101 | NONE | 501(C)(3) PUBLIC CHA | MENTORING PROGRAM FOR LOW INCOME STUDENTS | $40,000 |
| TREEHOUSE FUND | |||||||
| 2100 24TH AVENUE SOUTH SUITE 200 | SEATTLE | WA | 98144 | NONE | 501(C)(3) PUBLIC CHA | PROVIDING ASSISTANCE TO FOSTER CHILDREN | $25,000 |
| YOUNGLIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | 501(C)(3) PUBLIC CHA | INTRODUCING ADOLESCENTS TO JESUS CHRIST AND HELPING THEM GROW IN THEIR FAITH. | $100,000 |
| BRAVO YOUTH ORCHESTRAS | |||||||
| PO BOX 17356 | PORTLAND | OR | 97217 | NONE | 501(C)(3) PUBLIC CHA | TRANSFORMS THE LIVES OF UNDERSERVED YOUTH THROUGH ORCHESTRAL MUSIC INSTRUCTION EMPHASIZING COLLABORATION AND PROMOTING SELF CONFIDENCE | $25,000 |
| CAMP FIRE COLUMBIA | |||||||
| 1411 SW MORRISON ST 300 | PORTLAND | OR | 97205 | NONE | 501(C)(3) PUBLIC CHA | YOUTH ACHIEVEMENT PROGRAMS | $25,000 |
| PORTLAND CIRCLE OF FRIENDS AND FAMILY PRESCHOOL | |||||||
| 6828 SE HOLGATE BLVD | PORTLAND | OR | 972064739 | NONE | 501(C)(3) PUBLIC CHA | YOUTH EDUCATION | $7,500 |
| KAIROSPDX | |||||||
| PO BOX 12190 | PORTLAND | OR | 97212 | NONE | 501(C)(3) PUBLIC CHA | PROVIDE DIRECT AND INDIRECT, CULTURALLY COMPETENT CONSULTING AND SERVICES TO FAMILIES | $30,000 |
| OREGON MESA | |||||||
| PO BOX 751 | PORTLAND | OR | 97201 | NONE | 501(C)(3) PUBLIC CHA | YOUTH MATHEMATICS, ENGINEERING AND SCIENCE | $10,000 |
| SEATTLE URBAN ACADEMY | |||||||
| 3800 SOUTH OTHELLO STREET | SEATTLE | WA | 98118 | NONE | 501(C)(3) PUBLIC CHA | EDUCATION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,041,620 | 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 |
| Exclusion | $125 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $459,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $196,495 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $655,892 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $655,892 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | R PHILIP SILVER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PO BOX 4080 | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068201480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,060 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $6,060 | Amt |
| Net Investment Income | $3,030 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,030 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11,542 SHS CONSUMER DISCRETIONARY SELECT SECTOR | $545,347 | $900,969 |
| 16,816 SHS CONSUMER STAPLES SELECT SECTOR | $556,310 | $927,402 |
| 11,767 SHS HEALTH CARE SELECT SECTOR | $451,030 | $843,753 |
| 27,222 ISHARES MSCI EAFE INDEX FUND | $1,630,181 | $1,519,587 |
| 3,182 SHS MATERIALS SELECT SECTOR | $127,250 | $147,454 |
| 0 SHS PIMCO ALL ASSETS | $0 | $0 |
| 6,711 SHS SELECT SECTOR ENERGY | $492,902 | $457,966 |
| 18,832 SHS SELECT SECTOR INDUSTRIAL | $769,417 | $1,054,780 |
| 9,078 SHS SELECT SECTOR UTILITIES | $341,843 | $476,365 |
| 0 SHS TEMPLETON GLOBAL BOND FD | $0 | $0 |
| 11,192 SHS VANGUARD INFORMATION TECHNOLOGY | $832,774 | $1,198,551 |
| 11,688 SHS ISHARES MSCI EMERGING MARKETS | $476,081 | $489,044 |
| 3,663 SHS VANGUARD SHORT TERM BOND | $294,013 | $296,992 |
| 2,379 SHS VANGUARD TELECOMMUNICATION SERVICES | $177,230 | $234,094 |
| 0 SHS EMERGING GLOBAL SHARES | $0 | $0 |
| 22,989 SHS VANGUARD FINANCIALS ETF | $1,053,136 | $1,088,759 |
| 0 SHS EATON VANCE FLOATING-RATE | $0 | $0 |
| 0 SHS PIMCO FOREIGN BOND FUND | $0 | $0 |
| 15,302 SHS VANGUARD INTERMEDIATE-TERM BOND | $1,301,237 | $1,347,679 |
| 4,083 SHS ISHARES IBOXX $ | $476,070 | $501,127 |
| 4,283 SHS ISHARES TIPS | $479,014 | $499,698 |
| 4,288 SHS ISHARES 3-7 YEAR | $534,809 | $546,077 |
| 8,996 SHS ISHARES MBS ETF | $985,419 | $989,290 |
| 1,758 SHS ISHARES IBOXX$ HIGH YIELD | $147,631 | $148,903 |
| 13,633 SHS POWERSHARES GLOBAL EXCHANGE TRADED | $379,046 | $403,264 |
| 6,504 SHS POWERSHARES PREFERRED PORTFOLIO | $95,360 | $99,121 |
| 3,828 SHS SPDR KBW INSURANCE | $273,740 | $272,209 |
| 7,931 SHS VANECK VECTORS J.P. | $138,616 | $149,658 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $59,324 | $59,324 | $0 |
| OFFICE EXPENSES | $2,620 | $0 | $2,620 |
| BANK FEE | $148 | $148 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT WRITING | $2,450 | $0 | $2,450 |
| ADMINISTRATIVE SERVICES | $71,019 | $0 | $71,019 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $12,301 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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