LINDSAY D DRYDEN JR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LINDSAY D DRYDEN JR CHARITABLE FOUNDATION INC (EIN 81-1588245)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202631259349101233
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T10:12:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | 811588245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRYDEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRYD | BusinessNameControlTxt |
| Phone | 4438417772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11980 LONGWOOD GREEN DRIVE | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDSAY D DRYDEN IV | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4438417772 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS M COHEN | PreparerPersonNm |
| PTIN | P00021957 | PTIN |
| Phone | 5618329292 | PhoneNum |
| 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 | $864,149 | 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 |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,088 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,623 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,088 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $98,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,127 | 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 | $3,008 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,504 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,504 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $775 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $775 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,783 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,504 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,279 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,633 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,504 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,129 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,920 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,053 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $549,026 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $547,384 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $855,093 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $559,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $556,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $864,149 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $559,946 | RetainedEarningBOYAmt |
| Retained Earning EOY | $556,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $559,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $556,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $559,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $556,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $559,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $556,440 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $556,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,831 SH SCHWAB US SMALL CAP ETF - SCHA | P | 2024-01-01 | 2025-11-24 | $50,050 | $28,967 | $21,083 | $21,083 |
| 266 SH VANGUARD FTSE ALL WORLD EX US - VSS | P | 2024-01-01 | 2025-05-14 | $17,083 | $13,860 | $3,223 | $3,223 |
| 34 SH VGRD FTSE ALL WRLD EX US SML - VSS | P | 2024-01-01 | 2025-09-19 | $4,890 | $3,459 | $1,431 | $1,431 |
| 2,877 SH SCHWAB US LARGE CAP ETF - SCHX | P | 2024-01-01 | 2025-11-24 | $75,075 | $27,371 | $47,704 | $47,704 |
| 410 SH SCHWAB SHORT TERM US - SCHO | P | 2024-01-01 | 2025-12-04 | $9,988 | $10,012 | -$24 | -$24 |
| 156 SH VGRD FTSE ALL WRLD EX US SML - VSS | P | 2024-01-01 | 2025-11-24 | $21,537 | $15,866 | $5,671 | $5,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,088 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,343 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,343 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,343 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $475 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $475 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $868 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4438417772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11980 LONGWOOD GREEN DRIVE | AddressLine1Txt |
| City | WELLINGTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33414 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| LINDSAY D DRYDEN IV | ||||||||
| 11980 LONGWOOD GREEN DRIVE | WELLINGTON | FL | 33414 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW P GOETTE | ||||||||
| 305 WEST PENNSYLVANIA AVENUE | TOWSON | MD | 21204 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $104,491 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,055 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,055 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,591 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,343 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,343 | TotalTaxAmt |
| Distributable Before Adj | $3,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,880 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,129 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,129 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,471 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,223 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,586 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,148 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $103,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,129 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,249 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $199,677 | 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 | $6,471 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $193,206 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,223 | ExcessFromYear4Amt |
| Excess From Year3 | $34,586 | ExcessFromYear3Amt |
| Excess From Year2 | $37,148 | ExcessFromYear2Amt |
| Excess From Current Year | $96,249 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMC TIGER CLUB ANNUAL MEMBERSHIP | |||||||
| PO BOX 9254 | COLLEGE STATION | TX | 77840 | NONE | PC | UNRESTRICTED | $2,250 |
| CALVERT SCHOOL | |||||||
| 105 TUSCANY ROAD | BALTIMORE | MD | 21210 | NONE | PC | UNRESTRICTED | $23,000 |
| CLIMB WYOMING | |||||||
| 1001 WEST 31ST STREET | CHEYENNE | WY | 82001 | NONE | PC | UNRESTRICTED | $2,000 |
| PANZI FOUNDATION | |||||||
| 5185 MACARTHUR BLVD NW 708 | WASHINGTON | DC | 20016 | NONE | PC | UNRESTRICTED | $3,000 |
| PEBBLE CREEK ELEMENTARY | |||||||
| 200 PARKVIEW DRIVE | COLLEGE STATION | TX | 77845 | NONE | PC | UNRESTRICTED | $2,500 |
| THE ODYSSEY SCHOOL | |||||||
| 3257 BRIDLE RIDGE LANE | LUTHERVILLE | MD | 21093 | NONE | PC | UNRESTRICTED | $3,500 |
| UMD ST JOSEPH MEDICAL CENTER FOUNDATION | |||||||
| 7601 OSLER DR | TOWSON | MD | 21206 | NONE | PC | UNRESTRICTED | $50,000 |
| WHALES OF GUERRERO | |||||||
| PO BOX 352 | MENDOCINO | CA | 95460 | NONE | PC | UNRESTRICTED | $1,000 |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST NE SUITE 600 | ATLANTA | GA | 30309 | NONE | PC | UNRESTRICTED | $9,100 |
| BRAZOS VALLEY FCA | |||||||
| 4103 S TEXAS AVE SUITE 200 | BRYAN | TX | 77802 | NONE | PC | UNRESTRICTED | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,850 | 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 | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,033 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,088 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,127 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,127 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,008 | Amt |
| Net Investment Income | $1,504 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,504 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB US MC ETF | FMV | $48,623 | $96,615 |
| SCHWAB US LARGE CAP ETF | FMV | $85,790 | $260,193 |
| SCHWAB US SMALL CAP ETF | FMV | $35,968 | $68,893 |
| VANGUARD FTSE ALL WORLD EX US ETF | FMV | $66,501 | $102,322 |
| CHARLES SCHWAB US REIT ETF | FMV | $19,472 | $20,055 |
| ISHARES CORE MSCI EMERGING ETF | FMV | $28,447 | $41,004 |
| ISHARES TRT IS 5-10 INV ETF | FMV | $24,924 | $25,862 |
| SCHWAB SHORT TERM US ETF | FMV | $137,816 | $138,056 |
| SPDR PORT INTER TRM ETF | FMV | $49,884 | $51,133 |
| VANGUARD TOTAL BOND ETF | FMV | $49,959 | $50,960 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $775 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $775 | DisbursementsCharitablePrpsAmt |
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