FRIENDS FOR YOUTH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS FOR YOUTH FOUNDATION (EIN 06-1519389)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202311289349101231
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T10:50:30-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061519389 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS FOR YOUTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 5616537300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 OKECHOBEE BLVD 750 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KERRY E STOUT | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5616537300 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KERRY | PersonFirstNm |
| Person Last | STOUT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,536,350 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $92,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $324,351 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,007,512 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $324,351 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $416,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,375 | 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 | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,327 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,009 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,751 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,751 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,576 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $357,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,713 | CashBOYAmt |
| Cash EOY | $189,175 | CashEOYAmt |
| Cash EOYFMV | $189,175 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,213,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,328,662 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,655,296 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $665,570 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $330,599 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $308,650 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,078,903 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,340,958 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,383,229 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,095,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,189,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,536,350 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,095,250 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,189,394 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,095,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,189,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,095,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,189,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,095,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $4,189,394 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,189,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #4127 | 2022-01-01 | 2022-12-31 | $2,444 | $2,821 | -$377 | -$377 | |
| MERRILL LYNCH #4127 | 2020-01-01 | 2022-12-31 | $230,338 | $180,566 | $49,772 | $49,772 | |
| BANK OF AMERICA #4128 | 2020-01-01 | 2022-12-31 | $364,717 | $306,379 | $58,338 | $58,338 | |
| BANK OF AMERICA #4129 | 2020-01-01 | 2022-12-31 | $41,651 | $30,834 | $10,817 | $10,817 | |
| BANK OF AMERICA #4130 | 2022-01-01 | 2022-12-31 | $11,849 | $11,110 | $739 | $739 | |
| BANK OF AMERICA #4130 | 2020-01-01 | 2022-12-31 | $229,729 | $118,360 | $111,369 | $111,369 | |
| BANK OF AMERICA #4131 | 2022-01-01 | 2022-12-31 | $52,435 | $68,237 | -$15,802 | -$15,802 | |
| BANK OF AMERICA #4131 | 2020-01-01 | 2022-12-31 | $530,778 | $394,147 | $136,631 | $136,631 | |
| BANK OF AMERICA #4132 | 2022-01-01 | 2022-12-31 | $245,313 | $264,915 | -$19,602 | -$19,602 | |
| BANK OF AMERICA #4132 | 2020-01-01 | 2022-12-31 | $297,774 | $305,792 | -$8,018 | -$8,018 | |
| CAPITAL GAINS DIVIDENDS | $484 | $484 | $484 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $324,351 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,967 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,967 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,967 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,840 | 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 | $5,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $89 | EsPenaltyAmt |
| Overpayment | $784 | OverpaymentAmt |
| Applied To ES Tax | $784 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
| Individual With Books | MARCUM LLP | IndividualWithBooksNm |
| Phone | 5616537300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 OKECHOBEE BLVD SUITE 750 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KERRY E STOUT | ||||||||
| 190 BASALT SPRINGS WAY | NACHES | WA | 98937 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KELLEY E HATFIELD | ||||||||
| 520 BASALT SPRINGS WAY | NACHES | WA | 98937 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| PETER U GAVIN | ||||||||
| 2021 CATLIN ROAD | CHARLOTTESVILLE | VA | 22901 | 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 | $4,672,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,149 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,899,160 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,899,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,825,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $241,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $241,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,967 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,967 | TotalTaxAmt |
| Distributable Before Adj | $236,317 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,317 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $241,317 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,576 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $257,576 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,317 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $254,571 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,576 | QualifyingDistributionsAmt |
| Applied To Year1 | $254,571 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,005 | 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 | $238,312 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB | ||||||||||
| 387 HICKORY STREET | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL OPERATING EXPENSES | $10,000 | ||||
| CENTRAL WASHINGTON UNIVERSITY | ||||||||||
| 400 E UNIVERSITY WAY | ELLENSBURG | WA | 98926 | PC | GENERAL OPERATING EXPENSES | $7,500 | ||||
| COWICHE CANYON CONSERVAQN | ||||||||||
| 302 N 3RD STREET SUITE 201 | YAKIMA | WA | 98901 | PC | GENERAL OPERATING EXPENSES | $20,000 | ||||
| CT CORPORATION | ||||||||||
| 1015 15TH ST NW SUITE 1000 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING EXPENSES | $180 | ||||
| EASTERN WASHINGTON UNIVERISTY | ||||||||||
| 526 5TH ST | CHEYNEY | WA | 99004 | PC | GENERAL OPERATING EXPENSES | $5,000 | ||||
| GONZAGA UNIVERSITY | ||||||||||
| 502 E BOONE AVE | SPOKANE | WA | 99202 | PC | GENERAL OPERATING EXPENSES | $52,857 | ||||
| GRAND CANYON UNIVERSITY | ||||||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 85017 | PC | GENERAL OPERATING EXPENSES | $2,500 | ||||
| LIGHT HOUSE STUDIO | ||||||||||
| 121 E WATER STREET | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING EXPENSES | $1,500 | ||||
| OREGON STATE UNIVERSITY | ||||||||||
| 957 SW JEFFERESON AVENUE | CORVALLIS | OR | 97333 | PC | GENERAL OPERATING EXPENSES | $5,000 | ||||
| PNW FOUNDATION | ||||||||||
| 3990 SW BEN HOGAN DRIVE | REDMOND | OR | 97756 | PC | GENERAL OPERATING EXPENSES | $2,000 | ||||
| READY KIDS | ||||||||||
| 1000 E HIGH STREET | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL OPERATING EXPENSES | $10,000 | ||||
| ROCKY MOUNTAIN ELK FOUND | ||||||||||
| 5705 GRANT CREEK RD | MISSOULA | MT | 59808 | PC | GENERAL OPERATING EXPENSES | $5,000 | ||||
| RONALD MCDONALD | ||||||||||
| 405 E 73RD STREET | NEW YORK | NY | 10021 | PC | GENERAL OPERATING EXPENSES | $5,000 | ||||
| SHELTER FOR HELP | ||||||||||
| 1415 SACHEM PLACE | CHARLOTTESVILLE | VA | 22901 | PC | GENERAL OPERATING EXPENSES | $1,500 | ||||
| SPECIAL OLYMPICS OF VIRGINIA | ||||||||||
| 3212 N SKIPWITH RD STE 100 | RICHMOND | VA | 23294 | PC | GENERAL OPERATING EXPENSES | $2,500 | ||||
| ST ANNES-BELFIELD SCHOOL | ||||||||||
| 2132 IVY ROAD | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING EXPENSES | $10,857 | ||||
| ST THOMAS ACQUINAS | ||||||||||
| 401 ALDERMAN ROAD | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING EXPENSES | $1,500 | ||||
| THE HAVEN FOUNDATION | ||||||||||
| 21441 BOCA RIO ROAD | BOCA RATON | FL | 33433 | PC | GENERAL OPERATING EXPENSES | $2,500 | ||||
| THE WOMEN'S INITIATIVE | ||||||||||
| 1101 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | PC | GENERAL OPERATING EXPENSES | $5,000 | ||||
| UNITED WAY OF | ||||||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | PC | GENERAL OPERATING EXPENSES | $2,500 | ||||
| UNIVERSITY OF ARIZONA | ||||||||||
| THE UNIVERSITY OF ARIZONA | TUSCON | AZ | 85721 | PC | GENERAL OPERATING EXPENSES | $5,000 | ||||
| UNIVERSITY OF BRITISH COLUMBIA | ||||||||||
| PC | GENERAL OPERATING EXPENSES | $5,000 | 2329 WEST MALL | VANCOUVER | CA | V6T 1Z4 | ||||
| UNIVERSITY OF HAWAII | ||||||||||
| SPALDING HALL 2540 MAILE WAY | HONOLULU | HI | 96822 | PC | GENERAL OPERATING EXPENSES | $2,500 | ||||
| UNIVERSITY OF WASHINGTON | ||||||||||
| BLOEDEL HALL 060 BOX 352115 | SEATTLE | WA | 98195 | PC | GENERAL OPERATING EXPENSES | $2,500 | ||||
| USCGA ALUMNI ASSOCIATION | ||||||||||
| 47 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | PC | GENERAL OPERATING EXPENSES | $2,000 | ||||
| UVA CHILDREN'S HOSPITAL | ||||||||||
| 1204 W MAIN ST | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING EXPENSES | $10,000 | ||||
| VIRGINIA ATHLETIC FOUNDATION | ||||||||||
| 1815 STADIUM ROAD | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL OPERATING EXPENSES | $10,000 | ||||
| WASHINGTON STATE UNIVERSITY | ||||||||||
| 370 LIGHTY STUDENT SERVICES BLDG | PULLMAN | WA | 99164 | PC | GENERAL OPERATING EXPENSES | $20,000 | ||||
| WESTERN WELDING ACADEMY | ||||||||||
| 26 KINSLEY LANE | GILLETTE | WY | 82716 | PC | GENERAL OPERATING EXPENSES | $2,500 | ||||
| WILD SALMON CENTER CO K | ||||||||||
| 721 NW 9TH AVE SUITE 300 | PORTLAND | OR | 97209 | PC | GENERAL OPERATING EXPENSES | $5,000 | ||||
| YAMIKA VALLEY COLLEGE | ||||||||||
| PO BOX 22520 | YAKIMA | WA | 98907 | PC | GENERAL OPERATING EXPENSES | $1,000 | ||||
| YAMIKA YMCA | ||||||||||
| 5 N NACHES AVE | YAKIMA | WA | 98901 | PC | GENERAL OPERATING EXPENSES | $36,357 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,751 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $324,351 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $416,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $416,375 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK OF AMERICA #4132 - CORPORATE BONDS | BondNm |
| EOY Book Value | $330,599 | EOYBookValueAmt |
| EOYFMV | $308,650 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH #4127 - EQUITY | $738,178 | $955,655 |
| BANK OF AMERICA #4128 - EQUITY | $765,735 | $802,184 |
| BANK OF AMERICA #4129 - EQUITY | $366,941 | $399,134 |
| BANK OF AMERICA #4130 - EQUITY | $370,301 | $429,003 |
| BANK OF AMERICA #4132 - PREFERRED STOCK | $87,507 | $69,320 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK OF AMERICA #4131 - MUTUAL FUNDS | AT COST | $771,563 | $828,898 |
| BANK OF AMERICA #4132 - MUTUAL FUNDS | AT COST | $64,395 | $53,385 |
| MERRILL LYNCH #3825 - ALTERNATIVE INVESTMENTS | AT COST | $505,000 | $500,946 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CT FILING FEES | $200 | $0 | $200 |
| MISC. INVESTMENT EXPENSES | $23 | $23 | $0 |
| BANK FEES | $30 | $30 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRIOR YEAR GRANT GIVEN | Desc |
| Amt | $5,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $53,327 | Amt |
| Net Investment Income | $53,327 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $10,641 | $0 | $0 |
| FOREIGN TAXES | $3,009 | $3,009 | $0 |