CHARLES WENTZ CARTER MEMORIAL: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES WENTZ CARTER MEMORIAL (EIN 23-6395203)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349104047
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T18:53:20-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860744625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSBY SANFORD BRADY CPAS PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 N KOLB RD STE 101 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236395203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES WENTZ CARTER MEMORIAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5205315544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13500 N RANCHO VISTOSO BLVD 465 | AddressLine1Txt |
| City | ORO VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MRS KENNARD WOODWORTH | PersonNm |
| Person Title | TRUSTEE & TREASURER | PersonTitleTxt |
| Signature | 2026-04-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A JAY BUSBY JR CPA | PreparerPersonNm |
| PTIN | P00450178 | PTIN |
| Phone | 5207332530 | PhoneNum |
| Preparation | 2026-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,631,761 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,795 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,051 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $50,846 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,846 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,281 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,831 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,779 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,779 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $77,588 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $407,746 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $276,100 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $260,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,195,236 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $386,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,631,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $626,563 | CapitalStockBOYAmt |
| Capital Stock EOY | $626,563 | CapitalStockEOYAmt |
| Retained Earning BOY | -$240,536 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$262,871 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $386,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $363,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $386,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $363,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $386,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,335 | ExcessRevenueOverExpensesAmt |
| Subtotal | $363,692 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $363,692 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOW INC | P | 2025-01-01 | 2025-11-11 | $11,451 | $2,733 | $8,718 | $8,718 |
| VANGUARD LFSTR | P | 2024-01-01 | 2025-11-11 | $26,920 | $16,042 | $10,878 | $10,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,051 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,718 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $707 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $707 | SubtotalAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $870 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $870 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $162 | OverpaymentAmt |
| Applied To ES Tax | $162 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BESS WOODWORTH | IndividualWithBooksNm |
| Phone | 7813072990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13500 N RANCHO VISTOSO BLVD 465 | AddressLine1Txt |
| City | ORO VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| MS HARRIET B WENTZ | ||||||||
| 2136 N BLANDENA ST | PORTLAND | OR | 97217 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MR CHARLES R WENTZ | ||||||||
| PO BOX 364 2530 NAUSET RD | NORTH EASTHAM | MA | 02651 | SECRETARY | 000.00 | $0 | $0 | $0 |
| MRS HELEN PANITT | ||||||||
| 199 OAKPOINT LANDING DR | MOUNT PLEASANT | SC | 29464 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| MRS KENNARD WOODWORTH | ||||||||
| 13500 N RANCHO VISTOSO BLVD 465 | ORO VALLEY | AZ | 85755 | TRUSTEE & TR | 000.00 | $0 | $0 | $0 |
| JEANNE MARIE PIERRELOUIS | ||||||||
| 67 TANGLEWOOD DRIVE | LAKE OSWEGO | OR | 97035 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| CORNELIA WOODWORTH | ||||||||
| 302 GETHSEMANE ST | NEVADA CITY | CA | 95959 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| SARAH HOUCHIN | ||||||||
| 5616 SANTA CRUZ AVE | RICHMOND | CA | 94804 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| ASHLEY PHO | ||||||||
| 40616 OPAL CT | LEESBURG | VA | 20175 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,525,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,558,950 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,558,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,535,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $707 | TotalTaxAmt |
| Distributable Before Adj | $76,071 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,071 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,993 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $9 | TotalForPriorYearsAmt |
| Qualifying Distributions | $70,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,993 | AppliedToYear1Amt |
| Applied To Current Year | $7 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $9 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $9 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $76,064 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HARRIET WENTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2136 N BLANDENA ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6016596737 | RecipientPhoneNum |
| Form And Info And Materials | A. LETTER OF REQUEST FOR FUNDING, TO INCLUDE: 1.ONE-SENTENCE SUMMARY OF THE REQUEST 2. AMOUNT OF FUNDING REQUESTED 3. DESCRIPTION OF WHAT THE FUNDS WOULD BE USED FOR, TO INCLUDE HOW THE REQUESTED AMOUNT WAS DETERMINED AND HOW THE MONIES WHOULD AFFECT A PROJECT OR PROGRAM 4. PERIOD DURING WHICH THE REQUESTED FUNDS WILL BE USED 5. HOW REQUESTED FUNDING RELATES TO THE APPLICANT'S MISSION AND CURRENT ACTIVITIES 6. HOW THE PROJECTED PROGRAM WILL BE FUNDED WHEN CARTER FOUNDATION FUNDING EXPIRES 7. IF APPROPRIATE, A REQUEST FOR AN EXCEPTION TO ONE OR MORE OF THE REQUIREMENTS B, C, AND D BELOW, INCLUDING A STATEMENT EXPLAINING WHY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| EDUCATION FOR ALL CHILDRE | ||||||||
| 11 HEATHER DR | RYE | NH | 03870 | PC | STUDENT SCHOLARSHIPS | $8,400 | ||
| GEORGE STEVENS ACADEMY | ||||||||
| 23 UNION STREET | BLUE HILL | ME | 04614 | NC | INSTRUCTOR SALARIES | $2,900 | ||
| KIMBERTON WALDORF SCHOOL | ||||||||
| 410 W SEVEN STARS RD | KIMBERTON | PA | 19442 | NC | SCHOLARSHIP | $1,000 | ||
| NORTHWEST SCHOOLHOUSE INC | ||||||||
| 26 HARWICH RD | ORLEANS | MA | 02653 | NC | COLLEGE SCHOLARSHIP | $1,500 | ||
| SPIRIT IN ACTION | ||||||||
| PO BOX 3384 | SANTA CRUZ | CA | 95063 | PC | STUDENT SCHOLARSHIP | $7,000 | ||
| ARTS EMPOWERING LIFE | ||||||||
| 1732 1ST AVENUE 27457 | NEW YORK | NY | 10128 | PC | TEACHER SALARIES | $2,500 | ||
| ACADEMY OF NATURAL SCIENCES-DREXELU | ||||||||
| 1900 BENJAMIN FRANKLIN | PHILADELPHIA | PA | 19103 | NC | INTERN SALARIES | $5,000 | PKWY | |
| HAITIAN EDUCATION AND LDRSHP PROGRM | ||||||||
| 64 FULTON ST 1102 | NEW YORK | NY | 10038 | NC | SCHOLARSHIPS | $5,000 | ||
| REDWOOD FOREST FRIENDS MEETING | ||||||||
| 1647 GUERNEVILLE RD | SANTA ROSA | CA | 95403 | NC | SCHOLARSHIPS | $1,700 | PROGRESA GUATEMALA FRIENDS SCHOLARSHIP | |
| ROOT CULINARY TRAINING | ||||||||
| 35 CONGRESS ST | SALEM | MA | 01970 | NC | STUDENT TRAINING | $7,500 | SUITE 2350 3RD FLOOR | |
| PEGASUS PROJECT | ||||||||
| 125 UNIVERSITY AVE | BERKELEY | CA | 94710 | PC | SCHOOL PROGRAM VOYAGES | $7,500 | ||
| CLARKE SCHOOL FOR THE DEAF | ||||||||
| 45 ROUND HILL RD | NORTHAMPTON | MA | 01060 | PC | TEACHERS' SALARIES | $3,000 | ||
| BRIGHT FUTURES FOR YOUTH | ||||||||
| 200 LITTON DR | GRASS VALLEY | CA | 95945 | PC | TEACHER SALARIES | $12,000 | SUITE 308 | |
| BRAVO BLUE RIDGE ADVENTURES | ||||||||
| 97 MITCHELL AVENUE | ASHEVILLE | NC | 28806 | NC | SCHOLARSHIPS | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,795 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,051 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,846 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSBY SANFORD BRADY CPAS | CategoryTxt |
| Amt | $1,900 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | PURCHASE | HowAcquiredTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2000 SHS BRISTOL-MYERS SQUIBB | $25,196 | $107,880 |
| 1674 SHS PFIZER | $28,039 | $41,683 |
| 800 SHS VERIZON COMMUNICATIONS | $8,875 | $32,584 |
| 1150 SHS 3M CO | $10,013 | $184,115 |
| 512 DOW INC | ||
| 512 DUPONT DE NEMOURS INC | $1,366 | $20,582 |
| 256 QNITY ELECTRONICS | $1,366 | $20,902 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD 500 INDEX FUND | AT COST | $246,630 | $1,173,396 |
| VANGUARD LIFESTRATEGY CONSERVATIVE G | AT COST | $13,428 | $21,840 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| 2022 UNDERGIVING PENALTY |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $15 | $15 |
| 2024 TAX LIABILITY PMT | $396 | |
| 2025 TAX ESTIMATES | $870 |
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