BOWMAN FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BOWMAN FAMILY FOUNDATION (EIN 94-3380924)
Tax period
2010-06-01 to 2011-05-31
Filed
2011-12-22
IRS object ID
201143569349100559
Schema version
2010v3.4
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)
Timestamp2011-12-22T09:41:58-05:00Timestamp
Tax Period End Date2011-05-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANCHIN BLOCK & ANCHIN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11375 BROADWAYAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100187001ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-06-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN943380924EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BOWMAN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOWMNameControl
Phone6502873561Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11875 S GRANT STREETAddressLine1
CitySAN MATEOCity
StateCAState
ZIP Code94402ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLAWRENCE BOWMANName
TitlePRESIDENTTitle
Date Signed2011-12-01DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRICHARD H STIEGLITZName
Phone2128403456Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3127805FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss2348InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm2348InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss71545DividendsRevAndExpnss
Dividends Net Invst Incm71545DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-91747NetGainSaleAssetsRevAndExpnss
Gross Sales Price15508366GrossSalesPrice
Total Revenue And Expenses-17854TotalRevenueAndExpenses
Total Net Investment Income73893TotalNetInvestmentIncome
Accounting Fees Rev And Expnss8756AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm4378AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps4378AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss27183TaxesRevAndExpnss
Other Expenses Rev And Expnss180OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss36119TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm4378TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps4378TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss383000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps383000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss419119TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm4378TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps387378TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-436973ExcessOfRevenueOverExpenses
Net Investment Income69515NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3174CashBOY
Savings And Temp Cash Invst BOY1809691SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY1038259SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV1038259SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY0InvestmentsGovtObligBOY
Investments Govt Oblig EOY1973864InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV2069546InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY990100InvestmentsCorpStockBOY
Investments Other BOY618815InvestmentsOtherBOY
Investments Other EOY20000InvestmentsOtherEOY
Investments Other EOYFMV20000InvestmentsOtherEOYFMV
Total Assets BOY3421780TotalAssetsBOY
Total Assets EOY3032123TotalAssetsEOY
Total Assets EOYFMV3127805TotalAssetsEOYFMV
Accounts Payable BOY0AccountsPayableBOY
Accounts Payable EOY0AccountsPayableEOY
Grants Payable BOY0GrantsPayableBOY
Grants Payable EOY0GrantsPayableEOY
Other Liabilities BOY0OtherLiabilitiesBOY
Other Liabilities EOY47316OtherLiabilitiesEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY47316TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY3421780RetainedEarningsBOY
Retained Earnings EOY2984807RetainedEarningsEOY
Total Net Assets BOY3421780TotalNetAssetsBOY
Total Net Assets EOY2984807TotalNetAssetsEOY
Total Liabilities Net Assets BOY3421780TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3032123TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3421780TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-436973ExcessOfRevenueOverExpenses
Subtotal2984807Subtotal
Total Net Assets Fund Balances EOY2984807TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
197 UNITS PLATINUM PARTNERS LEGACY FEEDER, LTD.P2006-12-012010-11-24229385118203111182111182
CHARLES SCHWAB MARKETABLE SECURITIESP1527898115481910-202929-202929
FieldValueIRS element (for citing)
Capital Gain Net Income-91747CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1450259QualifyingDistributionsYear1
Noncharitable Assets Year13479326NoncharitableAssetsYear1
Distribution Ratio Year10.12941DistributionRatioYear1
Qualifying Distributions Year2580547QualifyingDistributionsYear2
Noncharitable Assets Year24080395NoncharitableAssetsYear2
Distribution Ratio Year20.142277DistributionRatioYear2
Qualifying Distributions Year31011872QualifyingDistributionsYear3
Noncharitable Assets Year34051723NoncharitableAssetsYear3
Distribution Ratio Year30.249739DistributionRatioYear3
Qualifying Distributions Year4692837QualifyingDistributionsYear4
Noncharitable Assets Year43400062NoncharitableAssetsYear4
Distribution Ratio Year40.203772DistributionRatioYear4
Qualifying Distributions Year51057763QualifyingDistributionsYear5
Noncharitable Assets Year53984494NoncharitableAssetsYear5
Distribution Ratio Year50.26547DistributionRatioYear5
Total Distribution Ratio0.990668TotalDistributionRatio
Average Distribution Ratio0.198134AverageDistributionRatio
Net Noncharitable Assets3105739NetNoncharitableAssets
Adjusted Noncharitable Assets615352AdjustedNoncharitableAssets
One Percent Net Investment Income695OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One616047AdjNonchrtblAssetsAndOnePct
Qualifying Distributions387378QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1390InvestmentIncomeExciseTax
Subtotal1390Subtotal
Tax Based On Investment Income1390TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment22000EstTaxPaymentsAndOverpayment
Total Credits And Payments22000TotalCreditsAndPayments
Overpayment20610Overpayment
Amount Credited To Next Year2000AmountCreditedToNextYear
Amount To Be Refunded18610AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE BOWMANBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number6502873561BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11875 GRANT ST 600AddressLine1
CitySAN MATEOCity
StateCAState
ZIP Code94402ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
LAWRENCE BOWMAN
1875 s grant street suite 600san mateoCA94402CEO/PRESIDENT & SECRETARY5.00
JOAN LIN
1875 s grant street suite 600san mateoCA94402treasurer5.00
DIANNY SHAW
1875 S GRANT STREET SUITE 600SAN MATEOCA94402TREASURER5.00
FieldValueIRS element (for citing)
Summary Of Direct Charitable ActySummaryOfDirectCharitableActy
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1969797AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1087661AvgMonthlyCashBalances
FMV All Other Noncharitable Assets95577FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3153035TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3153035AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable47296CashDeemedCharitable
Net Noncharitable Assets3105739NetNoncharitableAssets
Minimum Investment Return155287MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return155287MinimumInvestmentReturn
Tax Based On Investment Income1390TaxBasedOnInvestmentIncome
Total Tax1390TotalTax
Distributable Amount Before Adj153897DistributableAmountBeforeAdj
Distributable Amount Before Ded153897DistributableAmountBeforeDed
Distributable Amount As Adjusted153897DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions387378ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions387378QualifyingDistributions
Adj Qualifying Distributions387378AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted153897DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12008PriorYear1
Prior Year22007PriorYear2
Prior Year32006PriorYear3
Excess Distri Carryover Year5858676ExcessDistriCarryoverYear5
Excess Distri Carryover Year4523582ExcessDistriCarryoverYear4
Excess Distri Carryover Year3809320ExcessDistriCarryoverYear3
Excess Distri Carryover Year2580547ExcessDistriCarryoverYear2
Excess Distri Carryover Year1450259ExcessDistriCarryoverYear1
Total Excess Distri Carryover3222384TotalExcessDistriCarryover
Qualifying Distributions387378QualifyingDistributions
Applied To Year10AppliedToYear1
Treated As Distri From Corpus387378TreatedAsDistriFromCorpus
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus153897ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY153897ExcessDistriCyovAppliedCY
Total Corpus3455865TotalCorpus
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5704779ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year2751086ExcessDistriCyovToNextYear
Excess From Year4523582ExcessFromYear4
Excess From Year3809320ExcessFromYear3
Excess From Year2580547ExcessFromYear2
Excess From Year1450259ExcessFromYear1
Excess From Current Year387378ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerLAWRENCE BOWMANContributingManager
Shareholder ManagerNONEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
SAN FRANCISCO SYMPHONY
201 VAN NESS AVENUESAN FRANCISCOCA94102NONEPUBLIC CHARITYGENERAL BUDGET$85,000
RACING FOR OUR HEROES
6611 HILLCREST AVENUE SUITE 343DALLASTX75205NONEPUBLIC CHARITYGENERAL BUDGET$50,000
CHP - 11-99 FOUNDATIONS
2244 NORTH STATE COLLEGE BOULEVARDFULLERTONCA92831NONEPUBLIC CHARITYGENERAL BUDGET$20,000
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY10168NONEPUBLIC CHARITYGENERAL BUDGET$5,000
REDWOOD CITY POLICE ACTIVITIES LEAGUE
3399 BAY ROADREDWOOD CITYCA94063NONEPUBLIC CHARITYGENERAL BUDGET$10,000
SIOUX FALLS SALVATION ARMY
800 NORTH CLIFF AVENUESIOUX FALLSSD571030128NONEPUBLIC CHARITYGENERAL BUDGET$10,000
SIERRA CLUB FOUNDATION
85 SECOND STREET SUITE 750SAN FRANCISCOCA94105NONEPUBLIC CHARITYGENERAL BUDGET$15,000
SNOW LEOPARD CONSERVANCY
18030 COMSTOCK AVENUESONOMACA95476NONEPUBLIC CHARITYGENERAL BUDGET$20,000
WILDLIFE CONSERVATION
25745 BASSETT LANELOS ALTOSCA94022NONEPUBLIC CHARITYGENERAL BUDGET$20,000
KAUAI PACIFIC SCHOOL
4480 HOOKUI ROADKILAUEAHI96754NONEPUBLIC CHARITYGENERAL BUDGET$27,000
KAUAI HUMANE SOCIETY
3-825 KAUMUALII HIGHWAYLIHUEHI96766NONEPUBLIC CHARITYGENERAL BUDGET$5,000
WOODSIDE-PORTOLA VALLEY FP FOUNDATION
3111 WOODSIDE ROADWOODSIDECA94062NONEPUBLIC CHARITYGENERAL BUDGET$10,000
YMCA OF SILICON VALLEY
1922 THE ALAMEDA 3RD FLOORSAN JOSECA95126NONEPUBLIC CHARITYGENERAL BUDGET$10,000
LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVENUE SUITE 310WHITE PLAINSNY10605NONEPUBLIC CHARITYGENERAL BUDGET$1,000
SILICON VALLEY COMMUNITY FOUNDATION
2440 WEST EL CAMINO REAL SUITE 300MOUNTAIN VIEWCA94040NONEPUBLIC CHARITYGENERAL BUDGET$15,000
RACING FOR OUR HEROES
6611 HILLCREST AVENUE SUITE 343DALLASTX75205NONEPUBLIC CHARITYGENERAL BUDGET$40,000
WILDLIFE CONSERVATION NETWORK - ETHIOPIAN WOLF
25745 BASSETT LANELOS ALTOSCA94022NONEPUBLIC CHARITYGENERAL BUDGET$20,000
WILDLIFE CONSERVATION NETWORK - PROYECTO TITI
25745 BASSETT LANELOS ALTOSCA94022NONEPUBLIC CHARITYGENERAL BUDGET$20,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year383000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,348ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$71,545ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$91,747ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion-$17,854ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-17854TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
TAX PREPARATION, PLANNING
AND CONSULTING FEES$8,75643784378

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
Identifierelection to treat current year qualifying distributions out of corpusIdentifier
Return Referencepart x111ReturnReference
Explanationpursuant to irc section 4942(h)(2) and Regulation 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of corpus. amount of election: $387,378Explanation

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Securities EOY Book Val1973864StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV2069546StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemVOX LEARNING TECHNOLOGY, INC.CategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value20000BookValue
EOYFMV20000EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
FILING FEES170
MISCELLANEOUS10

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionCASH OVERDRAFTDescription
EOY Book Value47316EOYBookValue

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmount
FEDERAL EXCISE TAX ON NET
INVESTMENT INCOME$27,183

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