ALEXANDER & JANE BOYD TA FDN: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDER & JANE BOYD TA FDN (EIN 23-2251378)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202511269349102156
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T10:01:28-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232251378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER AND JANE BOYD TA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOYD | BusinessNameControlTxt |
| Phone | 7172552174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUFACTURERS TRADERS TRUST CO | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 7172552174 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $70,461,273 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $1,752,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,752,657 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $685,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,584,981 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $685,437 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,438,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,438,094 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $104,279 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $104,279 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,538 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $26,334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,334 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $159,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $142,151 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,083,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,083,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,242,119 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $142,151 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,083,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$804,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,295,943 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $173,732 | CashEOYAmt |
| Cash EOYFMV | $173,732 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,066,742 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $786,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $786,832 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $30,662,388 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,654,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,121,068 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,660,166 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,866,673 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,900,690 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $20,388,769 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,478,951 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,478,951 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,778,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $53,960,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,461,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $54,778,065 | CapitalStockBOYAmt |
| Capital Stock EOY | $53,960,893 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,778,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,960,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,778,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $53,960,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,778,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$804,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,493 | OtherIncreasesAmt |
| Subtotal | $53,986,533 | SubtotalAmt |
| Other Decreases | $25,640 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $53,960,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1436. ISHARES S&P 500 GROWTH ETF | 2020-11-25 | 2024-04-25 | $115,414 | $87,927 | $27,487 | $27,487 | |
| 3332. ISHARES S&P 500 GROWTH ETF | 2020-11-25 | 2024-09-25 | $318,322 | $204,020 | $114,302 | $114,302 | |
| 218. ISHARES S&P 500/BARRA VALUE INDEX FUND | 2023-12-15 | 2024-09-25 | $42,589 | $37,647 | $4,942 | $4,942 | |
| 237. ISHARES S&P 500/BARRA VALUE INDEX FUND | 2020-11-25 | 2024-09-25 | $46,301 | $29,806 | $16,495 | $16,495 | |
| 395. ISHARES RUSSELL 1000 ETF | 2023-12-15 | 2024-07-31 | $119,084 | $102,743 | $16,341 | $16,341 | |
| 777. ISHARES RUSSELL 1000 ETF | 2024-04-25 | 2024-07-31 | $234,248 | $214,039 | $20,209 | $20,209 | |
| 74. ISHARES RUSSELL 1000 ETF | 2023-12-15 | 2024-10-02 | $23,100 | $19,224 | $3,876 | $3,876 | |
| 520. ISHARES RUSSELL TOP 200 GROWTH ETF | 2023-12-15 | 2024-04-25 | $96,406 | $90,419 | $5,987 | $5,987 | |
| 1394. ISHARES RUSSELL TOP 200 GROWTH ETF | 2023-12-15 | 2024-09-25 | $306,389 | $242,392 | $63,997 | $63,997 | |
| 7785. ISHARES CORE MSCI EAFE ETF | 2024-04-25 | 2024-07-31 | $580,686 | $557,153 | $23,533 | $23,533 | |
| 2098. ISHARES CORE MSCI EMERGING | 2020-11-25 | 2024-09-25 | $118,801 | $124,771 | -$5,970 | -$5,970 | |
| 24528. ISHARES GLOBAL REIT ETF | 2023-12-15 | 2024-04-25 | $543,484 | $597,257 | -$53,773 | -$53,773 | |
| 607. ISHARES GLOBAL REIT ETF | 2023-12-15 | 2024-07-31 | $14,994 | $14,780 | $214 | $214 | |
| 1343. ISHARES GLOBAL REIT ETF | 2023-12-15 | 2024-09-25 | $35,948 | $32,702 | $3,246 | $3,246 | |
| 26229.372 VANGUARD COMMODITY STRAT FD CL ADM | 2023-12-15 | 2024-04-25 | $686,947 | $665,177 | $21,770 | $21,770 | |
| 812.72 VANGUARD COMMODITY STRAT FD CL ADM | 2023-12-15 | 2024-09-25 | $21,456 | $20,611 | $845 | $845 | |
| 2037.53 VANGUARD #94 INSTITUTIONAL INDEX | 2021-12-29 | 2024-09-25 | $962,183 | $717,970 | $244,213 | $244,213 | |
| 572.591 VANGUARD VALUE INDEX FD ADM | 2023-12-15 | 2024-04-25 | $35,283 | $33,205 | $2,078 | $2,078 | |
| 1857.23 VANGUARD VALUE INDEX FD ADM | 2023-12-15 | 2024-09-25 | $125,567 | $107,701 | $17,866 | $17,866 | |
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,779 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $685,437 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,914 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,914 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,914 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,288 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,288 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21,626 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | 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 | M AND T TRUST CO | BusinessNameLine1Txt |
| Business Name Line2 | DIANE M RIMER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172552174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | 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 | 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 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M&T BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CO-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $104,279 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $67,987,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,643,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,631,164 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,631,164 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,044,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,586,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,429,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,429,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,914 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,914 | TotalTaxAmt |
| Distributable Before Adj | $3,397,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,397,421 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,397,421 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,083,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,083,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,397,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,039,673 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,083,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,039,673 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,327 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,354,094 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BOYD FOUNDATION CO UNION DEPOSIT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 EAST PARK DRIVE ATTN PATRICK N | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7175717172 | RecipientPhoneNum |
| Recipient Email Address | alexanderandjaneboydfdn@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | REQUESTS MUST BE SUBMITTED BY USING THE BOYD FOUNDATION'S GRANT REQUEST APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE BOYD FOUNDATION'S GEOGRAPHICAL PREFERENCE IS TO SERVE THE FOLLOWING AREAS: THE CITY OF HARRISBURG AND THE SURROUNDING TOWNSHIPS OF LOWER PAXTON, SWATARA & SUSQUEHANNA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MESSIAH UNIVERSITY | ||||||||
| ONE COLLEGE AVE | Mechanicsburg | PA | 17055 | NONE | PC | SCHOLARSHIP | $50,000 | |
| GIRL SCOUTS IN THE HEART OF PA | ||||||||
| 350 HALE AVE | Harrisburg | PA | 17104 | NONE | PC | PUBLIC SERVICE | $25,000 | |
| CENTRAL PA FRIEND OF JAZZ | ||||||||
| 5721 JONESTOWN RD | HARRISBURG | PA | 17112 | NONE | PC | PUBLIC SERVICE | $5,000 | |
| CENTRAL PENN COLLEGE FDN | ||||||||
| 600 VALLEY ROAD | SUMMERDALE | PA | 17093 | NONE | PC | SCHOLARSHIP | $20,000 | |
| BREAKING THE CHAINZ | ||||||||
| 2134 N 6TH ST | Harrisburg | PA | 17110 | NONE | PC | PUBLIC SERVICE | $30,000 | |
| BIG BROTHERS BIG SISTERS OF | ||||||||
| 1519 N 3RD STREET | HARRISBURG | PA | 17102 | NONE | PC | PUBLIC SERVICE | $30,000 | CAPTIAL REGION |
| CENTRAL PA FOOD BANK | ||||||||
| 3908 COREY RD | Harrisburg | PA | 17109 | NONE | PC | PUBLIC SERVICE | $100,000 | |
| ST FRANCIS OF ASSISI | ||||||||
| 136 SAXER AVENUE | SPRINGFIELD | PA | 19064 | NONE | PC | PUBLIC SERVICE | $30,000 | |
| UNITED WAY OF THE CAPITAL REGION | ||||||||
| 2235 MILLENNIUM WAY | ENOLA | PA | 17025 | NONE | PC | PUBLIC SERVICE | $25,000 | |
| CENTRAL PA YOUTH BALLET | ||||||||
| 5 NORTH ORANGE STREET | CARLISLE | PA | 17013 | NONE | PC | EDUCATIONAL | $5,000 | |
| CHRIST LUTHERAN CHURCH | ||||||||
| 124 SOUTH 13TH STREET | HARRISBURG | PA | 17104 | NONE | PC | EDUCATIONAL | $20,000 | HEALTH MINISTRIES |
| CHRISTIAN CHURCHES UNITED | ||||||||
| 413 SOUTH 19TH STREET | HARRISBURG | PA | 17104 | NONE | PC | EDUCATIONAL | $75,000 | |
| DAUPHIN COUNTY LIBRARY SYSTEM | ||||||||
| 101 WALNUT STREET | HARRISBURG | PA | 17102 | NONE | PC | EDUCATIONAL | $20,000 | |
| FOUNTAIN COMMUNITY OUTREACH | ||||||||
| 941 LONG STREET | FOUNTAIN HILL | PA | 18015 | NONE | PC | EDUCATIONAL | $10,000 | |
| HAMILTON HEALTH CENTER | ||||||||
| 110 SOUTH 17TH STREET | HARRISBURG | PA | 17104 | NONE | PC | EDUCATIONAL | $75,000 | |
| HOSPICE OF CENTRAL PA | ||||||||
| 1320 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PC | EDUCATIONAL | $10,000 | |
| COLONIAL PARK FIRE COMPANY | ||||||||
| 433 SOUTH HOUCKS ROAD | HARRISBURG | PA | 17109 | NONE | PC | EDUCATIONAL | $30,000 | |
| LINGLESTOWN FIRE COMPANY | ||||||||
| 5901 LINGLESTOWN ROAD | HARRISBURG | PA | 17112 | NONE | PC | EDUCATIONAL | $30,000 | |
| PAXTONIA FIRE COMPANY | ||||||||
| 125 SOUTH JOHNSON STREET | HARRISBURG | PA | 17112 | NONE | PC | EDUCATIONAL | $30,000 | |
| MIDWEST FOOD BANK PA | ||||||||
| 2700 COMMERCE DRIVE | MIDDLETOWN | PA | 17057 | NONE | PC | EDUCATIONAL | $35,000 | |
| PENN STATE HARRISBURG | ||||||||
| 777 WEST HARRISBURG PIKE | MIDDLETOWN | PA | 17057 | NONE | PC | EDUCATIONAL | $125,000 | |
| STATE STREET ACADEMY | ||||||||
| 1110 STATE STREET | BAY CITY | MI | 48706 | NONE | PC | EDUCATIONAL | $50,000 | |
| SUSQUEHANNA ART MUSEUM | ||||||||
| 1401 NORTH 3RD STREET | HARRISBURG | PA | 17102 | NONE | PC | EDUCATIONAL | $5,000 | |
| PENBROOK FIRE COMPANY | ||||||||
| 134 SOUTH 28TH STREET | HARRISBURG | PA | 17103 | NONE | PC | EDUCATIONAL | $30,000 | |
| PROGRESS FIRE COMPANY | ||||||||
| 3440 MAPLE STREET | HARRISBURG | PA | 17109 | NONE | PC | EDUCATIONAL | $30,000 | |
| PAXTANG FIRE COMPANY | ||||||||
| 3423 DERRY STREET | HARRISBURG | PA | 17111 | NONE | PC | EDUCATIONAL | -$30,000 | |
| RUTHERFORD FIRE COMPANY | ||||||||
| 6600 DERRY STREET | HARRISBURG | PA | 17111 | NONE | PC | EDUCATIONAL | $30,000 | |
| THEATRE HARRISBURG | ||||||||
| 513 HURLOCK STREET | HARRISBURG | PA | 17110 | NONE | PC | EDUCATIONAL | $5,000 | |
| UPMC | ||||||||
| 1500 HIGHLANDS DRIVE | LITITZ | PA | 17543 | NONE | PC | EDUCATIONAL | $25,000 | |
| VETERANS OUTREACH OF PA | ||||||||
| PO BOX 6127 | HARRISBURG | PA | 17112 | NONE | PC | EDUCATIONAL | $50,000 | |
| WHITAKER CENTER | ||||||||
| 222 MARKET STREET | HARRISBURG | PA | 17101 | NONE | PC | EDUCATIONAL | $10,000 | |
| WILDHEART MINISTRIES | ||||||||
| 333 SOUTH 13TH STREET | HARRISBURG | PA | 17104 | NONE | PC | EDUCATIONAL | $5,000 | |
| YMCA GREATER HARRISBURG | ||||||||
| 1101 MARKET STREET | HARRISBURG | PA | 17103 | NONE | PC | EDUCATIONAL | $50,000 | |
| MANADA CONSERVANCY INC | ||||||||
| 113 E MAIN STREET | HUMMELSTOWN | PA | 17036 | NONE | PC | PUBLIC SERVICE | $165,000 | |
| NATIONAL CIVIL WAR MUSEUM | ||||||||
| 1 LINCOLN CIRCLE | HARRISBURG | PA | 17103 | NONE | PC | PUBLIC SERVICE | $5,000 | |
| ST MARGARET MARY SCHOOL | ||||||||
| 2826 HERR STREET | HARRISBURG | PA | 17103 | NONE | PC | PUBLIC SERVICE | $50,000 | |
| SUSQUEHANNA TOWNSHIP EMS INC | ||||||||
| 108 SHORT STREET | HARRISBURG | PA | 17109 | NONE | PC | PUBLIC SERVICE | $15,000 | |
| SUSQUEHANNA TOWNSHIP RESCUE FIRE CO | ||||||||
| 1900 LINGLESTOWN ROAD | HARRISBURG | PA | 17110 | NONE | PC | PUBLIC SERVICE | $30,000 | |
| SUSQUEHANNA TOWNSHIP HIGH SCHOOL | ||||||||
| 3500 ELMERTON AVENUE | HARRISBURG | PA | 17109 | NONE | PC | PUBLIC SERVICE | $3,000 | |
| SUSQUEHANNA TOWNSHIP SCHOOL DISTRICT | ||||||||
| 2579 INTERSTATE DRIVE | HARRISBURG | PA | 17110 | NONE | PC | PUBLIC SERVICE | $50,000 | |
| TRI-CITY OPPORT INDUS CENTER INC | ||||||||
| 159 TCI PARK DRIVE | Grove City | PA | 16127 | NONE | PC | GENERAL | $10,000 | |
| BRETHREN HOUSING ASSOCIATION | ||||||||
| 219 HUMMEL STREET | HARRISBURG | PA | 17104 | NONE | PC | CHARITABLE | $20,000 | |
| Trinity High School | ||||||||
| 3601 SIMPSON FERRY RD | Camp Hill | PA | 17011 | NONE | PC | GENERAL | $75,000 | |
| BETHESDA MISSION | ||||||||
| P O BOX 3041 | HARRISBURG | PA | 17105 | NONE | PC | CHARITABLE | $50,000 | |
| FAIR HOUSING COUNCIL | ||||||||
| 2100 N 6TH ST | Harrisburg | PA | 17110 | NONE | PC | GENERAL | $15,000 | |
| DOWNTOWN DAILY BREAD | ||||||||
| 310 NORTH THIRD STREET | HARRISBURG | PA | 17101 | NONE | PC | CHARITABLE | $100,000 | |
| CONTACT HELPLINE | ||||||||
| 900 S ARLINGTON AVE 150 | Harrisburg | PA | 17109 | NONE | PC | GENERAL | $20,000 | |
| HEREDITARY DISEASE FOUNDATION | ||||||||
| 3960 BROADWAY 6TH FLOOR | NEW YORK | NY | 10032 | NONE | PC | MEDICAL | $75,000 | |
| ELIZABETHTOWN COLLEGE | ||||||||
| 1 ALPHA DR | Elizabethtown | PA | 17022 | NONE | PC | GENERAL | $20,000 | |
| THE NATIVITY SCHOOL OF HARRISBURG | ||||||||
| 2135 N 6TH STREET 2ND FLOOR | HARRISBURG | PA | 17110 | NONE | PC | EDUCATIONAL | $100,000 | |
| THE SALVATION ARMY HARRISBURG | ||||||||
| 1122 GREEN ST | HARRISBURG | PA | 17102 | NONE | PC | CHARITABLE | $125,000 | |
| Harrisburg Academy | ||||||||
| 10 ERFORD RD | Lemoyne | PA | 17043 | NONE | PC | GENERAL | $50,000 | |
| CAPITAL REGION LITERACY COUNCIL | ||||||||
| 225 HUMMEL AVE REAR | Lemoyne | PA | 17043 | NONE | PC | GENERAL | $15,000 | |
| ST STEPHEN'S SCHOOL | ||||||||
| 215 NORTH FRONT ST | HARRISBURG | PA | 17101 | NONE | PC | EDUCATIONAL | $100,000 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 402 WOODBERRY STATION | WOODBERRY FOREST | VA | 22969 | NONE | PC | EDUCATIONAL | $25,000 | |
| THE HILL SCHOOL | ||||||||
| 717 EAST HIGH STREET | POTTSTOWN | PA | 19464 | NONE | PC | EDUCATIONAL | $25,000 | |
| BOYS AND GIRLS CLUB OF HARRISBURG | ||||||||
| 1227 BERRY HILL ST | HARRISBURG | PA | 17104 | NONE | PC | CHARITABLE | $25,000 | |
| HISTORICAL SOCIETY OF DAUPHIN COU N | ||||||||
| 219 SOUTH FRONT STREET | HARRISBURG | PA | 17104 | NONE | PC | EDUCATIONAL | $40,000 | |
| CHRISTIAN RECOVERY AFTERCARE MINISTRY | ||||||||
| 509 DIVISION ST | HARRISBURG | PA | 17110 | NONE | PC | CHARITABLE | $5,000 | |
| BATES COLLEGE | ||||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | NONE | PC | EDUCATIONAL | $7,500 | |
| LEBANON VALLEY COLLEGE | ||||||||
| 101 COLLEGE AVE | ANNVILLE | PA | 17003 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| YMCA CAMP CURTIN | ||||||||
| 2135 N 6TH STREET | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| CATHEDRAL PARISH OF SAINT PATRICK | ||||||||
| 212 STATE STREET | HARRISBURG | PA | 17101 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| NATIONAL MS CENTRAL PA RESEARCH | ||||||||
| 2000 LINGLESTOWN RD 201 | HARRISBURG | PA | 17110 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Villanova University | ||||||||
| 800 E LANCASTER AVE | Villanova | PA | 19085 | NONE | PC | EDUCATIONAL | $50,000 | CO Mr Stephen Grourke |
| BEACON CLINIC FOR HEALTH & HOPE | ||||||||
| 248 SENECA ST | Harrisburg | PA | 17110 | NONE | PC | CHARITABLE | $47,500 | CO Ms Mary Jensik |
| Hood College | ||||||||
| 401 ROSEMONT AVENUE | Frederick | MD | 21701 | NONE | PC | SCHOLARSHIPS | $20,000 | |
| University of Notre Dame | ||||||||
| 220 MAIN BUILDING | Notre Dame | IN | 46556 | NONE | PC | EDUCATIONAL | $50,000 | |
| ART ASSOCIATION OF HARRISBURG | ||||||||
| 413 S 19TH ST | Harrisburg | PA | 17104 | NONE | PC | CHARITABLE | $25,000 | |
| AMIRACLE4SURE INC | ||||||||
| 1735 STATE ST | Harrisburg | PA | 17103 | NONE | PC | CHARITABLE | $10,000 | |
| CENTRAL DAUPHIN SCHOOL DISTRICT | ||||||||
| 600 RUTHERFORD RD | Harrisburg | PA | 17109 | NONE | PC | GENERAL | $100,000 | |
| Community Check-up Center | ||||||||
| 38C HALL MANOR | Harrisburg | PA | 17104 | NONE | PC | CHARITABLE | $20,000 | CO Ms Linda Hengst |
| BISHOP MCDEVITT HIGH SCHOOL | ||||||||
| 1 CRUSADER WAY | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $75,000 | |
| HOME FOR THE FRIENDLESS | ||||||||
| 1901 N 5TH STREET | HARRISBURG | PA | 17102 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ST CATHERINE LABOURE PARISH SCHOOL | ||||||||
| 4000 DERRY STREET | HARRISBUG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PAXTON MINISTRIES | ||||||||
| 2001 PAXTON STREET | HARRISBURG | PA | 17111 | NONE | PC | GENERAL SUPPORT | $18,000 | |
| PENN STATE COLLEGE OF MEDICINE | ||||||||
| 700 HMC CRESCENT ROAD | Hershey | PA | 17033 | NONE | PC | EDUCATIONAL | $40,000 | |
| COVENANT COMMUNITY CORPORATION | ||||||||
| PO BOX 5541 | Harrisburg | PA | 17110 | NONE | PC | GENERAL | $45,000 | |
| HARRISBURG CATHOLIC ELEMENTARY | ||||||||
| 555 S 25TH ST | Harrisburg | PA | 17104 | NONE | PC | CHARITABLE | $45,000 | |
| MAKE-A-WISH | ||||||||
| 707 GRANT ST 37TH FL | Pittsburgh | PA | 15219 | NONE | PC | CHARITABLE | $12,000 | |
| VICKIE'S ANGEL FOUNDATION | ||||||||
| 511 BRIDGE ST | New Cumberland | PA | 17070 | NONE | PC | CHARITABLE | $10,000 | |
| ALLISON HILL COMMUNITY MINISTRY | ||||||||
| 1508 DERRY ST | HARRISBURG | PA | 17104 | NONE | PC | CHARITABLE | $65,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,083,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,752,657 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $685,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,438,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,438,094 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 31428Q713 FEDERATED HERMES ULT | BondNm |
| EOY Book Value | $3,866,673 | EOYBookValueAmt |
| EOYFMV | $3,900,690 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287309 ISHARES S&P 500 GROW | $1,795,496 | $2,997,673 |
| 464287408 ISHARES S&P 500 VALU | $1,799,323 | $2,730,920 |
| 464287622 ISHARES RUSSELL 1000 | $8,133,026 | $12,691,171 |
| 464289438 ISHARES RUSSELL TOP | $1,244,581 | $3,021,337 |
| 46432F842 ISHARES CORE MSCI EA | $3,207,967 | $3,296,554 |
| 46434G103 ISHARES CORE MSCI EM | $1,493,680 | $1,451,246 |
| 922040100 VANGUARD INSTITUTION | $6,051,689 | $12,490,977 |
| 922908678 VANGUARD VALUE INDEX | $1,724,597 | $2,738,458 |
| 464287655 ISHARES RUSSELL 2000 | $3,550,581 | $4,051,523 |
| 46434V647 ISHARES GLOBAL REIT | $316,630 | $311,850 |
| 921939708 VANGUARD COMMODITY S | $337,135 | $339,359 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (9 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ND5515694 SUSAN A HATFIELD PRO | $9,362,597 | $8,944,805 | $8,944,805 |
| ND5515702 EPD LP PROMISSORY NO | $449,638 | $429,535 | $429,535 |
| ND5515710 BLUE MOUNTAIN NORTH | $115,694 | $110,531 | $110,531 |
| ND5515728 BLUE MOUNTAIN SW PRO | $79,699 | $76,181 | $76,181 |
| ND5515736 BONNYMEADS EPD PROM | $6,419,879 | $6,133,401 | $6,133,401 |
| ND5515744 BONNYMEADS RTR PROM | $776,711 | $742,052 | $742,052 |
| ND5515751 OAKHURST EAST LP PRO | $134,949 | $128,927 | $128,927 |
| ND5515769 SPORTSMANS LP PROM N | $324,820 | $310,326 | $310,326 |
| ND5515777 UD INNS LP PROM NT 4 | $2,724,782 | $2,603,193 | $2,603,193 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANS POSTED IN 2025 | $25,564 |
| ADJUSTMENT TO INCOME | $76 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $26,334 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,334 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANS POSTED IN 2024 | $12,490 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PRIOR YEAR BALAN | $6,680 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $10,288 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $8,855 | $8,855 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,683 | $2,683 | $0 |