ACAHAND FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ACAHAND FOUNDATION (EIN 83-3070019)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-02-01
- IRS object ID
- 202300329349101050
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-01T15:29:35-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833070019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Acahand Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ACAH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | steven l harris | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | steven l | PersonFirstNm |
| Person Last | harris | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,133,190 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,420 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,420 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,361,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,361,548 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,937,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,869,276 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,935,864 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $114,456 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $119,901 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,414,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,418,733 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $84,043 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $84,043 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,744 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,744 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,568 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,464 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,105 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $576,284 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $357,386 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $218,898 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,015 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $2,015 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,089 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $171 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $171 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $372,607 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $327,203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,149,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $410,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $648,179 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,371,206 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,347,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,520,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $410,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,995,699 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,893,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,008,308 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,911,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,286,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,286,224 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,472 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,472 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,472 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,472 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $7,100,848 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,367,235 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,276,929 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $61,418,807 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,056,648 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,418,537 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,067,351 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,733,764 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,632,675 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,036,893 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,991,002 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,516,353 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,537,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,437,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,133,190 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,863 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,863 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $79,537,576 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,435,482 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,537,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,435,482 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,537,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,437,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,537,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,893,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,982 | OtherIncreasesAmt |
| Subtotal | $81,435,482 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $81,435,482 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $17,869,276 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,933,412 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,935,864 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,935,864 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,935,864 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83,515 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $83,515 | SubtotalAmt |
| Tax Based On Investment Income | $83,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $85,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $2,084 | OverpaymentAmt |
| Applied To ES Tax | $2,084 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Steven Harris | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, Dir | 32.0 | $0 | $602 | $0 |
| Carmen Moscrip | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Scott Moscrip | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 2.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Olympus Wealth Management LLC | |||||
| 6985 UNION PARK CENTER | COTTONWOOD HEIGHTS | UT | 84047 | Investment MGMT | $357,536 |
| SWAMM Enterprises LLC | |||||
| c/o Olympus Wealth Management PO B | Midvale | UT | 84047 | ADMINISTRATIVE | $219,775 |
| Red Rocket Studios LLC | |||||
| 600 Triumph Court | Orlando | FL | 32805 | Philanthropic | $76,131 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $103,396 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LIGHT THE WORLD CONCERT SERIES-UNITING THE ORLANDO COMMUNITY THROUGH A FAITH FOCUSED CONCERT SERIES TO CONVEY POSITIVE GOOD DEEDS & TO SUPPORT EFFORTS OF ITS LOCAL COMMUNITY ORGS | Description1Txt |
| Expenses1 | $209,606 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $89,607,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,224,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,772,768 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,604,389 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,604,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,434,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,170,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,708,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,708,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83,515 | TotalTaxAmt |
| Distributable Before Adj | $4,625,001 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,982 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,628,983 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,628,983 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,995,699 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $23,686 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,019,385 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,628,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,940,430 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $4,019,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,940,430 | AppliedToYear1Amt |
| Applied To Current Year | $78,955 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $4,550,028 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Carmen Moscrip | ContributingManagerNm |
| Contributing Manager | Scott Moscrip | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACAPNG FOUNDATION INC | |||||||||||||
| PO BOX 904 | PORT MORESBY | NATIONAL CAPITAL | PP | N/A | PC | General & Unrestricted | $125,000 | ||||||
| ADVENTIST HEALTH SYSTEM-SUNBELT INC | |||||||||||||
| N/A | PC | patients and families of Orlando Childrens hospital (see general explanation) | $533 | 601 E ROLLINS ST | ORLANDO | FL | 32803 | ||||||
| APPLIED TECHNOLOGY FOUNDATION | |||||||||||||
| N/A | PC | Grant to support laptop/ chromebook use | $500 | 50 NORTH 600 WEST STE C | SALT LAKE CITY | UT | 84116 | ||||||
| APPLIED TECHNOLOGY FOUNDATION | |||||||||||||
| N/A | PC | Grant to support laptop/ chromebook use in Fiji | $500 | 50 NORTH 600 WEST STE C | SALT LAKE CITY | UT | 84116 | ||||||
| BOISE RESCUE MISSION | |||||||||||||
| N/A | PC | City Light Home for women and chrildren | $20,000 | 308 S 24TH ST | BOISE | ID | 83702 | ||||||
| MAKAYLA JACAWAY | |||||||||||||
| NONE | I | Scholarship grant | $6,060 | BOISE STATE UNIVERSITY Boise State | BOISE | ID | 83725 | 1910 UNIVERSITY DR | |||||
| Sandy Maria Castro Meza | |||||||||||||
| NONE | I | Scholarship GRANT | $7,250 | BOISE STATE UNIVERSITY | BOISE | ID | 83725 | 1910 UNIVERSITY DR | |||||
| Jordan St Martin | |||||||||||||
| NONE | I | Scholarship GRANT | $3,900 | BOISE STATE UNIVERSITY | BOISE | ID | 83725 | 1910 UNIVERSITY DR | |||||
| Aaron Logan Creech | |||||||||||||
| NONE | I | Scholarship GRANT | $7,250 | BOISE STATE UNIVERSITY | BOISE | ID | 83725 | 1910 UNIVERSITY DR | |||||
| BOOK OF MORMON ARCHAEOLOGICAL FORUM INC | |||||||||||||
| N/A | PC | Grant to support Book of Mormon Central's vision | $70,000 | 553 E 100 N | AMERICAN FORK | UT | 84003 | ||||||
| BRIGHAM YOUNG UNIVERSITY | |||||||||||||
| N/A | PC | BYU Tender Mercies Intl Student Assistance Fund | $12,500 | 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | ||||||
| BRIGHAM YOUNG UNIVERSITY | |||||||||||||
| N/A | PC | Brigham Young Universitys Clinical program | $150,000 | 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | ||||||
| BRIGHAM YOUNG UNIVERSITY | |||||||||||||
| N/A | PC | BYU Marriott School of Business | $10,000 | 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | ||||||
| BRIGHAM YOUNG UNIVERSITY | |||||||||||||
| N/A | PC | School of Family Life at Brigham Young University | $50,000 | 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | ||||||
| BRIGHAM YOUNG UNIVERSITY | |||||||||||||
| N/A | PC | Center for Family History and Genealogy | $300,000 | 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | ||||||
| BRIGHAM YOUNG UNIVERSITY | |||||||||||||
| N/A | PC | Brigham Young Universitys 16 Performing Arts Group | $150,000 | 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | ||||||
| BRIGHAM YOUNG UNIVERSITY | |||||||||||||
| N/A | PC | Center for Family History and Genealogy | $50,000 | 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | ||||||
| BRIGHAM YOUNG UNIVERSITY | |||||||||||||
| N/A | PC | Rollins Center for Entrepreneurship and Technology | $50,000 | 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | ||||||
| BRIGHAM YOUNG UNIVERSITY-HAWAII | |||||||||||||
| N/A | PC | I-WORK Scholarship Fund | $200,000 | 55-220 KULANUI ST BLDG 5 | LAIE | HI | 96762 | ||||||
| BRIGHAM YOUNG UNIVERSITY-IDAHO | |||||||||||||
| N/A | PC | General & Unrestricted | $3,400 | 525 S CENTER ST | REXBURG | ID | 83460 | ||||||
| Regen Esplin | |||||||||||||
| NONE | I | Scholarship GRANT | $1,800 | BRIGHAM YOUNG UNIVERSITY-IDAHO | REXBURG | ID | 83460 | 525 S CENTER ST | |||||
| C Holman | |||||||||||||
| NONE | I | Short-term Emergency Assistance Grant | $5,000 | 99 Railroad Ave | Sugar City | ID | 83448 | ||||||
| CARIBBEAN HEALTH ASSISTANCE REHABILITATION & MANAG | |||||||||||||
| N/A | PC | C.H.A.R.M. hurricane preparation and relief efforts | $16,000 | 6560 N CHESTNUT ST | RAVENNA | OH | 44266 | ||||||
| CARIBBEAN HEALTH ASSISTANCE REHABILITATION & MANAG | |||||||||||||
| N/A | PC | hurricane relief and humanitarian efforts (see general explanation) | $23,153 | 6560 N CHESTNUT ST | RAVENNA | OH | 44266 | ||||||
| CATHERINE CREEK CHRISTIAN YOUTH CAMP INC | |||||||||||||
| N/A | PC | Catherine Creek Christian Youth Camp | $150,000 | 2443 E 1ST ST | FRUITLAND | ID | 83619 | ||||||
| CATHERINE CREEK CHRISTIAN YOUTH CAMP INC | |||||||||||||
| N/A | PC | Catherine Creek Christian Youth Camp | $75,000 | 2443 E 1ST ST | FRUITLAND | ID | 83619 | ||||||
| CATHERINE CREEK CHRISTIAN YOUTH CAMP INC | |||||||||||||
| N/A | PC | Catherine Creek Christian Youth Camp | $110,000 | 2443 E 1ST ST | FRUITLAND | ID | 83619 | ||||||
| CLARITAS HOUSE OUTREACH MINISTRY INC | |||||||||||||
| N/A | PC | Clarita's House Outreach Ministry's Fund for Hope | $5,000 | PO BOX 453257 | KISSIMMEE | FL | 34745 | ||||||
| COALITION FOR THE HOMELESS OF CENTRAL FLORIDA INC | |||||||||||||
| N/A | PC | assist individuals with costs associated with employment | $5,000 | 18 N TERRY AVE | ORLANDO | FL | 32801 | ||||||
| Alyssa Christensen | |||||||||||||
| NONE | I | Scholarship GRANT | $500 | COLLEGE OF SOUTHERN IDAHO | TWIN FALLS | ID | 83303 | PO BOX 1238 | |||||
| COMMUNITY CONCERTS OF TREASURE VALLEY | |||||||||||||
| N/A | PC | Community Concerts of Treasure Valley | $5,000 | 45 S OREGON ST | ONTARIO | OR | 97914 | ||||||
| D Evans | |||||||||||||
| N/A | I | Hardship Assistance Grant | $5,000 | 4131 Rulon Circle | Ammon | ID | 83406 | ||||||
| Kara Jo Ethington | |||||||||||||
| NONE | I | Scholarship GRANT | $4,050 | DIXIE STATE COLLEGE OF UTAH CHARITA | ST GEORGE | UT | 84770 | 225 S UNIVERSITY AVE | |||||
| DOWNTOWN KIWANIS CHARITIES INC | |||||||||||||
| N/A | PC | 100 year anniversary of Orlando Day University | $1,000 | 626 LAKE DOT CIR | ORLANDO | FL | 32801 | ||||||
| DOWNTOWN KIWANIS CHARITIES INC | |||||||||||||
| N/A | PC | Orlando Day Nursery program | $250 | 626 LAKE DOT CIR | ORLANDO | FL | 32801 | ||||||
| EDGEWOOD CHILDRENS RANCH INC | |||||||||||||
| N/A | PC | Grant funds to pay down the balance of the re-roof | $80,000 | 1451 EDGEWOOD RANCH RD | ORLANDO | FL | 32835 | ||||||
| FEEDING CHILDREN EVERYWHERE INC | |||||||||||||
| N/A | PC | Leesburg Stake Youth Conference | $11,000 | 830 S RONALD REAGAN BLVD UNIT 142 | LONGWOOD | FL | 32750 | ||||||
| FLORIDA CITRUS SPORTS ASSOCIATION INC | |||||||||||||
| N/A | PC | Florida Citrus Sports and Legend Club | $13,145 | 1 CITRUS BOWL PL | ORLANDO | FL | 32805 | ||||||
| FOUNDATION FOR FOSTER CHILDREN INC | |||||||||||||
| N/A | PC | FFC's Education and Education+ Programs | $10,000 | 2265 LEE RD STE 203 | WINTER PARK | FL | 32789 | ||||||
| FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS INC | |||||||||||||
| N/A | PC | The world with Love Concert | $35,000 | 445 W AMELIA ST STE 901 | ORLANDO | FL | 32801 | ||||||
| HELP NOW OF OSCEOLA INC | |||||||||||||
| N/A | PC | assist individuals with costs associated with employment | $3,000 | 108 CHURCH ST | KISSIMMEE | FL | 34741 | ||||||
| Janika Ally Lavender | |||||||||||||
| NONE | I | Scholarship GRANT | $4,640 | HILLSONG CHURCH USA INC - HILLSONG | MESA | AZ | 85203 | 655 E UNIVERSITY DR | |||||
| IDAHO REGIONAL ROBOTICS INC | |||||||||||||
| N/A | PC | FIRST Idaho FRC Regional Robotics Competition | $5,000 | 573 E WHITEHALL ST | MERIDIAN | ID | 83642 | ||||||
| Kerissa Rupp | |||||||||||||
| NONE | I | Scholarship GRANT | $7,870 | IDAHO STATE UNIVERSITY | POCATELLO | ID | 83201 | 921 S 8TH AVE 8219 | |||||
| IDAHO STEM ACTION CENTER FOUNDATION | |||||||||||||
| N/A | PC | FIRST Robotics Regional Competition | $5,000 | 802 W BANNOCK ST STE 900 | BOISE | ID | 83702 | ||||||
| J Heywood | |||||||||||||
| N/A | I | Hardship Assistance Grant | $5,000 | 3046 Frye Street | Oakland | CA | 94602 | ||||||
| J Lowder | |||||||||||||
| NONE | I | Short-term Emergency Assistance Grant | $5,000 | 3865 Magenta Drive | Idaho Falls | ID | 83401 | ||||||
| J Martinez | |||||||||||||
| NONE | I | Short-term Emergency Assistance Grant | $5,000 | 3929 N Mountain View Drive | Boise | ID | 83704 | ||||||
| K Barrett | |||||||||||||
| N/A | I | Hardship Assistance Grant | $5,000 | 3505 Oakwater Pointe Dr | Orlando | FL | 32812 | ||||||
| K Webb | |||||||||||||
| NONE | I | Short-term Emergency Assistance Grant | $5,000 | 15694 Cumulus Way | Caldwell | ID | 83607 | ||||||
| KIWANIS CLUB OF SOUTH LAKE FOUNDATION INC | |||||||||||||
| N/A | PC | General & Unrestricted | $5,000 | 692 W MONTROSE ST STE D | CLERMONT | FL | 34711 | ||||||
| MONTVERDE ACADEMY | |||||||||||||
| N/A | PC | Grant to support Montverde Academy's Music Program | $2,500 | 17235 7TH ST | MONTVERDE | FL | 34756 | ||||||
| NEW PLYMOUTH SCHOOL DISTRICT | |||||||||||||
| N/A | GOV | New Plymouth School District | $700,000 | 103 SE AVE | NEW PLYMOUTH | ID | 83655 | ||||||
| R Okray | |||||||||||||
| NONE | I | Short-term Emergency Assistance Grant | $5,000 | 7101 Rothchild Ct | Orlando | FL | 32835 | ||||||
| R Schwenke | |||||||||||||
| NONE | I | Short-term Emergency Assistance Grant | $5,000 | 5222 Spring Run Ave | Orlando | FL | 32819 | ||||||
| Taci Rouse | |||||||||||||
| NONE | I | Scholarship GRANT | $4,300 | REGENTS OF THE UNIVERSITY OF IDAHO | MOSCOW | ID | 83844 | 875 PERIMETER DR MSC 3166 | |||||
| Sadie Jo Buck | |||||||||||||
| NONE | I | Scholarship GRANT | $2,080 | REGENTS OF THE UNIVERSITY OF IDAHO | MOSCOW | ID | 83844 | 875 PERIMETER DR MSC 3166 | |||||
| Holly Arritola | |||||||||||||
| NONE | I | Scholarship GRANT | $2,080 | REGENTS OF THE UNIVERSITY OF IDAHO | MOSCOW | ID | 83844 | 875 PERIMETER DR MSC 3166 | |||||
| Hadley Amelia Goicoechea Hill | |||||||||||||
| NONE | I | Scholarship GRANT | $3,900 | REGENTS OF THE UNIVERSITY OF IDAHO | MOSCOW | ID | 83844 | 875 PERIMETER DR MSC 3166 | |||||
| Taci Shaw | |||||||||||||
| NONE | I | Scholarship GRANT | $1,620 | REGENTS OF THE UNIVERSITY OF IDAHO | MOSCOW | ID | 83844 | 875 PERIMETER DR MSC 3166 | |||||
| RESPONSIBILITY FOUNDATION INC | |||||||||||||
| N/A | PC | Mums preschools and Joy School English software pilot program | $22,500 | 1555 N FREEDOM BLVD | PROVO | UT | 84604 | ||||||
| RESPONSIBILITY FOUNDATION INC | |||||||||||||
| N/A | PC | Mums prechools Joy School English software pilot program | $22,500 | 1555 N FREEDOM BLVD | PROVO | UT | 84604 | ||||||
| S Tuigamala | |||||||||||||
| Lot 29 Sec 388 Stones Rd 1 | Port Moresby | Boroko, NCD | PP | N/A | I | Hardship Assistance Grant | $5,000 | PNG 123 | |||||
| S Wright | |||||||||||||
| N/A | I | Hardship Assistance Grant | $5,000 | 3161 Hill Point Street | Minneola | FL | 34715 | ||||||
| SUCCESS IN EDUCATION FOUNDATION | |||||||||||||
| N/A | PC | Success in Education Foundation | $50,000 | 111 E BROADWAY STE 900 | SALT LAKE CTY | UT | 84111 | ||||||
| THE 4R FOUNDATION INC | |||||||||||||
| N/A | PC | 4roots farm practics | $250,000 | 210 N PARK AVE | WINTER PARK | FL | 32789 | ||||||
| THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS | |||||||||||||
| N/A | PC | Grant to the FamilySearch Fund | $150,000 | 50 E N TEMPLE FL 22 | SALT LAKE CTY | UT | 84150 | ||||||
| Joseph Richard Howell | |||||||||||||
| NONE | I | Scholarship GRANT | $3,900 | THE COLLEGE OF IDAHO INC | CALDWELL | ID | 83605 | 2112 CLEVELAND BLVD | |||||
| THE FIRST ACADEMY INC | |||||||||||||
| N/A | PC | Light the world christmas concert | $2,500 | 2667 BRUTON BLVD | ORLANDO | FL | 32805 | ||||||
| THE SALVATION ARMY - ORLANDO AREA COMMAND | |||||||||||||
| N/A | PC | General & Unrestricted | $173,000 | 416 WEST COLONIAL DR | ORLANDO | FL | 32804 | ||||||
| UNIVERSITY OF UTAH | |||||||||||||
| N/A | PC | cahand Business Opportunities Scholarship | $65,500 | 332 S 1400 EAST STE 150 | SALT LAKE CITY | UT | 84112 | ||||||
| UNIVERSITY OF UTAH | |||||||||||||
| N/A | PC | Opportunity Scholars program | $25,000 | 332 S 1400 EAST STE 150 | SALT LAKE CITY | UT | 84112 | ||||||
| Natalia L Odgers | |||||||||||||
| NONE | I | Scholarship GRANT | $13,500 | UNIVERSITY OF WEST FLORIDA FOUNDATI | PENSACOLA | FL | 32514 | 11000 UNIVERSITY PKWY BLDG 12 | |||||
| UTAH NONPROFITS ASSOCIATION INC | |||||||||||||
| N/A | PC | Charitable Event | $1,500 | PO BOX 65782 | SALT LAKE CTY | UT | 84165 | ||||||
| UTAH REFUGEE COALITION | |||||||||||||
| N/A | PC | programming/services for refugee youths | $5,000 | 6440 S WASATCH BLVD | SALT LAKE CTY | UT | 84121 | ||||||
| Cynthia Narkin | |||||||||||||
| NONE | I | Scholarship GRANT | $4,500 | UTAH STATE UNIVERSITY | LOGAN | UT | 84322 | 2400 OLD MAIN HL | |||||
| UTAH VALLEY UNIVERSITY FOUNDATION INC | |||||||||||||
| N/A | PC | Women's Success Center at UVU | $15,025 | 800 WEST UNIVERSITY PKWY STE MS1 | OREM | UT | 84058 | ||||||
| WESTERN IDAHO COMMUNITY ACTION PARTNERSHIP INC | |||||||||||||
| N/A | PC | Charitable Event | $2,000 | 315 S MAIN ST | PAYETTE | ID | 83661 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,371,206 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,420 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,361,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,363 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,935,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5,445 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,901 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,082 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,418,733 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,414,651 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott Moscrip | PersonNm |
| Short Explanation | *SCOTT MOSCRIP, PRESIDENT/DIRECTOR OF ACAHAND FOUNDATION (THE "FOUNDATION"), IS A MANAGING MEMBER AT THE BUSINESS SERVICES FIRM OF SWAMM ENTERPRISES, LLC, A DISQUALIFIED PERSON WHICH PROVIDES ADMINISTRATIVE SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2021, THE FOUNDATION PAID $217,138 FOR ADMINISTRATIVE SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH BUSINESS SERVICES FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. CHARGES ITS OTHER CLIENTS. CHARGES ITS OTHER CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990PF | FORM 990PF | One or more partnerships in which the foundation was invested in 2021 have provided a Schedule K-1 indicating that a Schedule K-3 would be provided, but it was not provided. As a result, there is insufficient information to allow Foundation Source, as tax preparer, to ascertain whether there is missing information about direct or indirect foreign investments that might have affected any item on this return or required additional forms to be filed. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| FORM 990-PF, PARTS I AND XIV | FORM 990-PF, PARTS I AND XIV | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $3,371,206 Less amount counted as a qualifying distribution on Part XI, Line 2: $23,686 TOTAL Part I, Line 25, Column (d): $3,347,520 |
| IN-KIND GRANTS | PART I LINE 25 AND PART XIV LINE 3A | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF ITEMS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $23,686 TOTAL BOOK VALUE OF PROPERTY: $23,686 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $23,686 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: GC'S, PACKS OF CLOTHING, BACKPACKS, AND ART SUPPLIES UNITS: 223 DATE OF DISTRIBUTION: 6/22/2021 GRANT RECIPIENT: CARIBBEAN HEALTH ASSISTANCE REHABILITATION & MANAGEMENT INC FMV OF PROPERTY: $23,153 BOOK VALUE OF PROPERTY: $23,153 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $23,153 DESCRIPTION OF PROPERTY: TOYS UNITS: 22 DATE OF DISTRIBUTION: 7/22/2021 GRANT RECIPIENT: ADVENTIST HEALTH SYSTEM-SUNBELT INC FMV OF PROPERTY: $533 BOOK VALUE OF PROPERTY: $533 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $533 |
| Form 8865 | FORM 8865 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC - 1.650% - 05/11/203 | $166,069 | $165,619 |
| AT&T INC - 2.750% - 06/01/2031 | $166,504 | $167,508 |
| BANK AMER CORP FR - 3.300% - 0 | $269,847 | $269,189 |
| BANK NEW YORK MELLONCORP - 2.6 | $272,935 | $270,103 |
| BANK OF MONTREAL MTN - 3.300% | $377,072 | $365,218 |
| CITIGROUP INC SR NT - 4.500% - | $281,450 | $266,311 |
| CITIGROUP INC SUB NT - 3.500% | $80,103 | $77,538 |
| COMCAST CORP - 3.700% - 04/15/ | $339,369 | $323,030 |
| DISNEY WALT CO - 1.750% - 01/1 | $322,918 | $313,388 |
| ENERGY TRANSFER OPERATING LP - | $335,825 | $331,789 |
| JP MORGAN CHASE - 2.776% - 04/ | $67,450 | $65,417 |
| JPMORGAN CHASE & CO - 0.697% - | $326,333 | $324,230 |
| MITSUBISHI FIN. GROUP INC - 0. | $285,693 | $285,423 |
| MORGAN STANLEY - 4.100% - 05/2 | $370,557 | $359,286 |
| ROYAL BANK OF CANADA - 4.650% | $323,327 | $320,651 |
| SCHWAB CHARLES CORP NOTE CALL | $168,119 | $166,835 |
| UNITEDHEALTH GROUP - 2.300% - | $170,243 | $171,120 |
| WESTPAC - 3.650% - 05/15/2023 | $70,544 | $67,594 |
| WILLIAMS PARTNERS LP - 4.500% | $339,406 | $322,426 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL FUND INS | $1,997,966 | $1,973,724 |
| BLACKROCK HIGH YIELD BOND PORT | $1,854,239 | $1,916,888 |
| BLACKROCK STRAT INC OPP PORTFO | $3,553,025 | $3,653,343 |
| EATON VANCE FLOATING RATE ADVA | $2,849,309 | $2,817,186 |
| EATON VANCE GLOBAL MACRO FD CL | $3,890,325 | $3,860,066 |
| EDGEWOOD GROWTH FUND INSTI | $2,347,659 | $3,739,746 |
| GATEWAY FUND CLASS N | $3,311,301 | $4,057,729 |
| ISHARES BARCLAYS TIPS BOND FUN | $1,958,909 | $1,962,585 |
| ISHARES CORE MSCI EMERGING MAR | $944,427 | $914,447 |
| ISHARES TR S & P MIDCAP 400 IN | $658,355 | $1,007,115 |
| ISHARES TRUST MSCI EAFE INDEX | $6,450,592 | $7,924,355 |
| JPMORGAN EMERGING MARKETS EQUI | $5,403,532 | $6,119,175 |
| JPMORGAN EQUITY INCOME FUND SE | $1,512,021 | $2,043,436 |
| PARNASSUS EQUITY INCOME FUND I | $4,557,377 | $6,157,469 |
| PIMCO FUNDS FOREIGN BOND FUND | $2,896,894 | $2,828,944 |
| SCHWAB US DIVIDEND EQUITY ETF | $2,993,608 | $4,119,954 |
| SPDR GOLD SHARES | $2,342,392 | $2,988,039 |
| SPDR S&P 500 ETF TRUST | $8,187,370 | $13,446,493 |
| THE ARBITRAGE FUND CLASS I | $1,951,835 | $1,945,462 |
| TIAA-CREF REAL ESTATE SEC INST | $2,969,021 | $3,184,411 |
| WASATCH INTERNATIONAL OPPORTUN | $1,426,491 | $1,757,970 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,125,019 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,030,765 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,242,216 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,246,164 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT SECONDARY OPPORTUNITIES | $69,910 | $141,323 |
| CRESTVIEW PARTNERS IV LP | $498,008 | $643,767 |
| CROSS CREEK CAPITAL IIILP | $87,091 | $86,205 |
| KEYSTONE PRIVATE MKT OPPS IX Q | $1,047,922 | $1,057,667 |
| RESOLUTE FUND V LP | $171,433 | $343,511 |
| TRF V (BLOCKED) LP | $116,638 | $243,880 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Document Review/Drafting | $14,779 | $10,464 | $4,316 |
| General Consultations | $789 | $789 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $103,150 | $103,150 | |
| Bank Charges | $150 | $150 | |
| Computers/Electronic Devices | $2,731 | $2,731 | |
| Foundation Dues & Memberships | $595 | $595 | |
| Insurance Premiums | $250 | $250 | |
| K-1 Exp CRESTVIEW PARTNERS IV | $7,257 | $7,257 | |
| K-1 Exp CROSS CREEK CAPITAL II | $410 | $410 | |
| K-1 Exp KEYSTONE PRIVATE MKT O | $21,668 | $21,411 | |
| K-1 Exp RESOLUTE FUND V LP | $14,759 | $12,669 | |
| K-1 Exp TRF V (BLOCKED) LP | $735 | $253 | |
| Payroll Processing Fees | $284 | $284 | |
| Postage/Delivery Service | $8,127 | $8,127 | |
| State or Local Filing Fees | $2,535 | $2,535 | |
| Training & Professional Develo | $350 | $175 | $175 |
| PHOTOGRAPHY - DCA | $3,000 | $3,000 | |
| DCA EXPENSES | $45,461 | $45,461 | |
| MARKETING - DCA | $1,849 | $1,849 | |
| HOSTING & ENTERTAINMENT - DCA | $9,474 | $9,474 | |
| GRAPHIC DESIGN - DCA | $3,710 | $3,710 | |
| EVENT PRODUCTION - DCA | $146,112 | $146,112 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss CRESTVIEW PARTNERS IV LP | $1,516 | $1,516 |
| K-1 Inc/Loss CROSS CREEK CAPITAL IIILP | $1 | $1 |
| K-1 Inc/Loss KEYSTONE PRIVATE MKT OPPS IX Q LP | $111,334 | $118,009 |
| K-1 Inc/Loss RESOLUTE FUND V LP | $1,406 | $306 |
| K-1 Inc/Loss TRF V (BLOCKED) LP | $199 | $69 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $3,982 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $217,138 | $217,138 | |
| Investment Management Services | $357,386 | $357,386 | |
| Philanthropic Consulting Srvcs | $1,760 | $1,760 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | In reviewing Acahand Foundation's (EIN: 83-3070019) account with the IRS, it was discovered that the foundation's 2021 Form 990-PF had not been filed. The tax software used to transmit the return electronically had an error while attempting to submit the return timely on 11/15/22, but failed to notify the foundation's administrator, the ERO. This return was resubmitted for e-file as soon as the error was discovered . The delay in submitting the tax return was not in any way due to an intentional disregard of IRS rules and therefore entitled to abatement of any penalty. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's actions were reasonable and in good faith and respectfully request that no late filing penalties be assessed. | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $55,200 |
| 990-PF Extension for 2020 | $29,050 |
| 990-T Estimated Tax for 2021 | $300 |
| 990-T Income Tax for 2020 | $3,539 |