BETA

WILLIAM SCOTT MACE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WILLIAM SCOTT MACE FOUNDATION (EIN 46-1192830)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-03
IRS object ID
202600939349100700
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-03T08:15:53-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461192830EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1William Scott Mace FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlWILLBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRoy W MacePersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-03-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,540,034FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$301,106ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,153InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,153InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,981DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,518DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$69,710NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,109,796GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$344,406CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$404,950TotalRevAndExpnssAmt
Total Net Invst Incm$373,077TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$8,810OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,810OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,600TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,890OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10,890OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,300TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,810TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,890TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$357,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$357,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$379,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,810TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$368,290TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$25,250ExcessRevenueOverExpensesAmt
Net Investment Income$364,267NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$169,801SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$229,020SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$229,020SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,183,488CorporateStockBOYAmt
Corporate Stock EOY$1,149,519CorporateStockEOYAmt
Corporate Stock EOYFMV$1,311,014CorporateStockEOYFMVAmt
Total Assets BOY$1,353,289TotalAssetsBOYAmt
Total Assets EOY$1,378,539TotalAssetsEOYAmt
Total Assets EOYFMV$1,540,034TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,353,289RetainedEarningBOYAmt
Retained Earning EOY$1,378,539RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,353,289TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,378,539TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,353,289TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,378,539TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,353,289TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$25,250ExcessRevenueOverExpensesAmt
Subtotal$1,378,539SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,378,539TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,109,796GrossSalesPriceAmt
Cost Or Other Basis$765,390CostOrOtherBasisAmt
Gain Or Loss$344,406GainOrLossAmt
Gains Minus Excess Or Losses$344,406GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$344,406CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,063InvestmentIncomeExciseTaxAmt
Subtotal$5,063SubtotalAmt
Tax Based On Investment Income$5,063TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,887EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,887TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$3,176TaxDueAmt
Refund$0RefundAmt

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 StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Beth Mace
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
Roy W Mace
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,295,209AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$137,599AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,432,808TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,432,808AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,492CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,411,316NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,566MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,566MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,063TaxBasedOnInvestmentIncomeAmt
Total Tax$5,063TotalTaxAmt
Distributable Before Adj$65,503DistributableBeforeAdjAmt
Distributable Before Ded$65,503DistributableBeforeDedAmt
Distributable As Adjusted$65,503DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$368,290ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$368,290QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,503DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,169ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$94,686ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,162ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$104,673ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$106,976ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$342,666TotalExcessDistributionCyovAmt
Qualifying Distributions$368,290QualifyingDistributionsAmt
Applied To Current Year$65,503AppliedToCurrentYearAmt
Remaining Distri From Corpus$302,787RemainingDistriFromCorpusAmt
Total Corpus$645,453TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,169ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$635,284ExcessDistriCyovToNextYrAmt
Excess From Year4$94,686ExcessFromYear4Amt
Excess From Year3$26,162ExcessFromYear3Amt
Excess From Year2$104,673ExcessFromYear2Amt
Excess From Year1$106,976ExcessFromYear1Amt
Excess From Current Year$302,787ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBeth MaceContributingManagerNm
Contributing ManagerRoy W MaceContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMP REFUGE
1120 TILAC RDBREAUX BRIDGELA70517N/APCGeneral & Unrestricted$68,000
CHRIS CJ JOHNSON FOUNDATION
606 PRESLEY WAYSUGAR LANDTX77479N/APCGeneral & Unrestricted$5,000
COME BACK ALIVE INC
1717 K ST NW STE 900WASHINGTONDC20006N/APCGeneral & Unrestricted$15,000
COMMUNITY PREGNANCY CENTER OF PASADENA
4230 VISTA RDPASADENATX77504N/APCGeneral & Unrestricted$5,000
COMPASSION INTERNATIONAL INCORPORATED
12290 VOYAGER PKWYCOLORADO SPRINGSCO80921N/APCGeneral & Unrestricted$1,400
EAST-WEST MINISTRIES INTERNATIONAL
2001 W PLANO PKWY STE 3000PLANOTX75075N/APCGeneral & Unrestricted$25,000
EAST-WEST MINISTRIES INTERNATIONAL
2001 W PLANO PKWY STE 3000PLANOTX75075N/APCCharitable Event$20,000
HOUSTON LIVESTOCK SHOW & RODEO INC
3 NRG PARKHOUSTONTX77054N/APCGeneral & Unrestricted$3,000
INTERNATIONAL BUSINESS AS MISSION INC
PO BOX 4323WHEATONIL60189N/APCGeneral & Unrestricted$15,000
LAZYBROOK BAPTIST CHURCH
1822 W 18TH STHOUSTONTX77008N/APCGeneral & Unrestricted$50,000
MISSION CENTERS OF HOUSTON
PO BOX 30417HOUSTONTX77249N/APCGeneral & Unrestricted$5,000
MISSION NORTHEAST INC
22098 LOOP 494NEW CANEYTX77357N/APCGeneral & Unrestricted$5,000
PRYTULA FOUNDATION USA
151 N FRANKLIN ST STE 2500CHICAGOIL60606N/APCGeneral & Unrestricted$15,000
WOODRIDGE BAPTIST CHURCH
5707 KINGWOOD DRKINGWOODTX77345N/APCFOR CHRIST & OUR FUTURE Building Campaign Pledge$75,000
WOODRIDGE BAPTIST CHURCH
5707 KINGWOOD DRKINGWOODTX77345N/APCFOR CHRIST& OUR FUTURE Building Campaign - KICKSTART offering$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$357,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,153ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,981ExclusionAmt
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$69,710ExclusionAmt
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$103,844ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$103,844TotalIncomeProducingActyAmt

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

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 PersonMace 2016 Management TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16111 Royal Point CourtAddressLine1Txt
CityKingwoodCityNm
State AbbreviationTXStateAbbreviationCd
ZIP773453177ZIPCd
FieldValueIRS element (for citing)
Total Contributions$301,106TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 353 sh.$75,9622025-06-11
1APPLE INC AAPL, 370 sh.$74,5382025-06-11
1TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 580 sh.$150,6062025-09-12

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN BEACON AHL MNGD FUTUR$30,891$32,823
BLACKSTONE ALTERNATIVE INV FDS$78,096$78,610
COHEN AND STEERS REALTY SHARES$34,011$33,874
COLUMBIA FDS SRS TR I DIVIDEND$98,644$108,772
COLUMBIA STRATEGIC MUNICIPAL I$144,785$135,802
DEUTSCHE ENHANCED COMMODITY ST$31,787$27,602
GATEWAY FUND CLASS Y$53,141$70,222
GQG PARTNERS EMERGING MARKETS$71,009$83,502
INVESCO DYNAMIC LARGE CAP VALU$81,735$113,550
ISHARES CORE MSCI EAFE ETF$84,810$98,138
ISHARES GOLD TR$28,747$37,014
ISHARES RUSSELL 2000$13,606$13,785
ISHARES TRUST RUSSELL 1000 GRO$84,256$124,005
ISHARES US INFRASTRUCTURE$23,513$27,257
JPMORGAN LARGE CAP GROWTH FUND$96,358$108,333
MATTHEWS JAPAN FUND INSTI CLAS$35,162$41,347
PIMCO COMMODITY REAL RETURN ST$34,228$34,127
PRUDENTIAL JENNISON INTL OPPOR$80,459$90,512
VIRTUS KAR MID CAP CORE FUND I$44,281$51,739

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$10,865$10,865
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$8,810Amt
Net Investment Income$8,810NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMace 2016 Management TrustPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16111 Royal Point CourtAddressLine1Txt
CityKingwoodCityNm
State AbbreviationTXStateAbbreviationCd
ZIP773453177ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$1,800
990-PF Extension for 2024$800

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