BETA

LITCHFIELD FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LITCHFIELD FOUNDATION (EIN 47-2488698)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-30
IRS object ID
202533039349101803
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)
Return2025-10-30T18:14:21-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472731515PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SPMCPA INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11000 FOURTH ST STE 875AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472488698EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LITCHFIELD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLITCBusinessNameControlTxt
Phone4154592000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1828 MISSION AVENUEAddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES LITCHFIELDPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone4155266323PhoneNum
Signature2025-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN P MILLER CPAPreparerPersonNm
PTINP00115565PTIN
Phone4154829306PhoneNum
Preparation2025-10-28PreparationDt
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$2,529,472FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,872InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,872InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,814DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,814DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$53,106NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$271,165GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$53,106CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,089,792TotalRevAndExpnssAmt
Total Net Invst Incm$89,792TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,925AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,103OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,103OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,167TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,065OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,260TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,103TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,064ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$71,064ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,324TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,103TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,064TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$993,468ExcessRevenueOverExpensesAmt
Net Investment Income$70,689NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,973CashBOYAmt
Cash EOY$36,076CashEOYAmt
Cash EOYFMV$36,076CashEOYFMVAmt
Sav And Temp Cash Invst BOY$19,652SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,315SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,315SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$3,080PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,757PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,757PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$846,353CorporateStockBOYAmt
Corporate Stock EOY$648,314CorporateStockEOYAmt
Corporate Stock EOYFMV$648,314CorporateStockEOYFMVAmt
Corporate Bonds BOY$493,021CorporateBondsBOYAmt
Corporate Bonds EOY$770,283CorporateBondsEOYAmt
Corporate Bonds EOYFMV$770,283CorporateBondsEOYFMVAmt
Other Investments BOY$65,129OtherInvestmentsBOYAmt
Other Investments EOY$1,056,727OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,056,727OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,440,208TotalAssetsBOYAmt
Total Assets EOY$2,529,472TotalAssetsEOYAmt
Total Assets EOYFMV$2,529,472TotalAssetsEOYFMVAmt
Other Liabilities BOY$153,393OtherLiabilitiesBOYAmt
Other Liabilities EOY$249,189OtherLiabilitiesEOYAmt
Total Liabilities BOY$153,393TotalLiabilitiesBOYAmt
Total Liabilities EOY$249,189TotalLiabilitiesEOYAmt
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$1,286,815RetainedEarningBOYAmt
Retained Earning EOY$2,280,283RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,286,815TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,280,283TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,440,208TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,529,472TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,286,815TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$993,468ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,280,283SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,280,283TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
MORGAN STANLEY 101158655779-$5,061-$5,061
MORGAN STANLEY 101158655779$58,167$58,167$271,165$212,998
FieldValueIRS element (for citing)
Capital Gain Net Income$53,106CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$983InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$983SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$983TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,757EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,757TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,774OverpaymentAmt
Applied To ES Tax$1,774AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
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 BooksCHARLES LITCHFIELDIndividualWithBooksNm
Phone4155266323PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1828 MISSION AVENUEAddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
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)
PersonCHARLES LITCHFIELDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1828 MISSION AVENUEAddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
TitleMANAGING DIRECTORTitleTxt
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

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$1,705,028AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,237AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,791,265TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,791,265AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,869CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,764,396NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,220MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88,220MinimumInvestmentReturnAmt
Tax Based On Investment Income$983TaxBasedOnInvestmentIncomeAmt
Total Tax$983TotalTaxAmt
Distributable Before Adj$87,237DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$87,237DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$87,237DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,064ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$71,064QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,237DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$10,435ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$10,435TotalExcessDistributionCyovAmt
Qualifying Distributions$71,064QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$71,064AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$10,435ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$10,435ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$5,738UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLLEGE OF MARIN (SCHOLARSHIP REIMBURSEMENT)
835 COLLEGE AVEKENTFIELDCA94904NONENON-PROFIT ORGANIZATSCHOLARSHIP FUND IN SUPPORT OF RECIPIENT$4,901
COLLEGE OF MARIN
835 COLLEGE AVEKENTFIELDCA94904NONENON-PROFIT ORGANIZATSCHOLARSHIP FUND IN SUPPORT OF RECIPIENT$5,302
SHIFTING GEARS USA
134 PAUL DRSAN RAFAELCA94903NONENON-PROFIT ORGANIZATDEVELOP, ENHANCE, AND SUPPORT VOCATIONAL TRAINING IN YOUNG ADULTS$5,000
NEXT GENERATION SCHOLARS
1018 E STSAN RAFAELCA94901NONENON-PROFIT ORGANIZATOFFERS COLLEGE PREP CURRICULUM$2,500
FRIENDS OF CHINA CAMP
101 PEACOCK GAP TRAILSAN RAFAELCA94901NONENON-PROFIT ORGANIZATCHARITY COMMITTEED TO KEEPING CHINA CAMP OPEN$15,000
COLLEGE OF MARIN
835 COLLEGE AVEKENTFIELDCA94904NONENON-PROFIT ORGANIZATSCHOLARSHIP FUND IN SUPPORT OF RECIPIENT$5,536
DOWNTOWN STREET TEAMS
532 4TH STSAN RAFAELCA94901NONENON-PROFIT ORGANIZATHELP END HOMELESSNESS THROUGH THE DIGNITY OF WORK AND COMMUNITY$2,500
EXTRAFOODORG
PO BOX 150394SAN RAFAELCA94915NONENON-PROFIT ORGANIZATUSE EXCESS FOOD FROM ANY MARIN ORGANIZATION AND DELIVER TO NONPROFIT PARTNERS WHO SERVE VULNERABLE COMMUNITIES$10,000
ST ANSELM CHURCH RESTORATION
97 SHADY LNROSSCA949571061NONENON-PROFIT ORGANIZATRESTORE AND RENOVATE SAINT ANSELM CHURCH$5,000
KID SCOOP NEWS
PO BOX 1802SONOMACA95476NONENON-PROFIT ORGANIZATCREATE KID-FRIENDLY NEWSPAPER TO ENCOURAGE READING$325
NEXT GENERATION SCHOLARS
1018 E STSAN RAFAELCA94901NONENON-PROFIT ORGANIZATOFFERS COLLEGE PREP CURRICULUM$5,000
SAN RAFAEL PUBLIC LIBRARY FOUNDATION
PO BOX 151541SAN RAFAELCA94915NONENON-PROFIT ORGANIZATBUILDING A BETTER LIBRARY FOR SAN RAFAEL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,064TotalGrantOrContriPdDurYrAmt
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$1,872ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,814ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$53,106ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$89,792ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,792TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPERRY D LITCHFIELD ESTATEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1828 MISSION AVENUEAddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94901ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,925Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMORGAN STANLEY 101158655779BondNm
EOY Book Value$770,283EOYBookValueAmt
EOYFMV$770,283EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY 101158655779StockNm
EOY Book Value$648,314EOYBookValueAmt
EOYFMV$648,314EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY 101158655779FMV$42,418$42,418
MORGAN STANLEY 101159012779FMV$1,014,309$1,014,309

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$65$0$0
EQUIPMENT RENTAL & MAINTENANCE & COPIES$2,000$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
BOY Book Value$153,393BOYBookValueAmt
EOY Book Value$249,189EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$19,103Amt
Net Investment Income$19,103NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$25$0$0
EXCISE TAXES$2,142$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.