C G CHARITABLE FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- C G CHARITABLE FUND (EIN 20-0495002)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349103392
- 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 Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T17:02:58-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870343246 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUIRE & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 S STATE ST STE 850 | AddressLine1Txt |
| City | SALT LAKE CITY | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 841112380 | 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 | 200495002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CG CHARITABLE FUND | BusinessNameLine1Txt |
| Business Name Line2 | % | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CGCH | BusinessNameControlTxt |
| Phone | 6505754826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 878 S SUNFLOWER LN | AddressLine1Txt |
| City | MAPLETON | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84664 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER POPE | PersonNm |
| Person Title | VP & SECRETARY | PersonTitleTxt |
| Phone | 6505754826 | PhoneNum |
| Signature | 2023-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | POPE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | GREGORY O HYDE CPA | PreparerPersonNm |
| PTIN | P00641196 | PTIN |
| Phone | 8015330409 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,220,137 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $456,025 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $453,024 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $758,779 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $758,779 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $424,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,909,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $424,041 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,875 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,655,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,635,844 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $59,344 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $59,344 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,660 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,660 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $170 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,724 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,101 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $569,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $569,678 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $291,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,369 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,990 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $58,990 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,119,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $573,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $262,834 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,155,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,155,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,274,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $573,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,417,834 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,619,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,062,403 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,986,084 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,805,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,805,266 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,275,518 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,360,388 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,270,372 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $47,788,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,256,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,514,977 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,775,897 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,037,754 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,629,522 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $64,826,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,459,821 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,220,137 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $64,826,313 | RetainedEarningBOYAmt |
| Retained Earning EOY | $62,459,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,826,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,459,821 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,826,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,459,821 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,826,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,619,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $264,501 | OtherIncreasesAmt |
| Subtotal | $62,471,740 | SubtotalAmt |
| Other Decreases | $11,919 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,459,821 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MS X2898 - SEE ATTACHED | P | 2021-11-24 | 2022-08-01 | $323,563 | $362,752 | -$39,189 | -$39,189 |
| MS X2898 - SEE ATTACHED | P | 2020-12-21 | 2022-08-01 | $1,416,471 | $1,115,142 | $301,329 | $301,329 |
| MS X2902 - SEE ATTACHED | P | 2021-03-15 | 2022-02-02 | $952,735 | $1,186,605 | -$233,870 | -$233,870 |
| MS X2902 - SEE ATTACHED | P | 2017-11-01 | 2022-03-31 | $2,676,438 | $2,384,498 | $291,940 | $291,940 |
| MS X2902 - SEE ATTACHED | P | 2007-12-07 | 2022-10-13 | $146,466 | $66,250 | $80,216 | $80,216 |
| MS X4015 - SEE ATTACHED | P | 2021-09-03 | 2022-06-30 | $1,329,316 | $1,713,333 | -$384,017 | -$384,017 |
| MS X4015 - SEE ATTACHED | P | 2020-12-28 | 2022-02-08 | $3,995,617 | $2,941,748 | $1,053,869 | $1,053,869 |
| MS X5858 - SEE ATTACHED | P | 2017-07-31 | 2022-06-01 | $374,794 | $401,182 | -$26,388 | -$26,388 |
| MS X5858 - SEE ATTACHED | P | 2019-04-29 | 2022-03-14 | $836,816 | $869,273 | -$32,457 | -$32,457 |
| MS X5858 - SEE ATTACHED | P | $1,385 | $1,385 | $1,385 | |||
| MS X8992 - SEE ATTACHED | P | 2021-09-14 | 2022-05-27 | $1,081,688 | $1,351,363 | -$269,675 | -$269,675 |
| MS X8992 - SEE ATTACHED | P | 2021-09-14 | 2022-11-14 | $191,748 | $159,588 | $32,160 | $32,160 |
| MS X8993 - SEE ATTACHED | P | 2021-09-14 | 2022-05-17 | $1,415,138 | $1,846,127 | -$430,989 | -$430,989 |
| MS X8993 - SEE ATTACHED | P | 2021-09-14 | 2022-11-04 | $163,184 | $87,464 | $75,720 | $75,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $424,041 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,356,355 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,767 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,767 | SubtotalAmt |
| Tax Based On Investment Income | $14,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $172,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $172,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $157,233 | OverpaymentAmt |
| Applied To ES Tax | $157,233 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CGCHARITABLE.ORG | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER POPE | IndividualWithBooksNm |
| Phone | 6505754826 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 878 S SUNFLOWER LN | AddressLine1Txt |
| City | MAPLETON | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84664 | 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 | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| GLORIA POPE | ||||||||
| 24005 RD K3 | CORTEZ | CO | 81321 | PRESIDENT AN | 3.00 | $0 | $0 | $0 |
| CHARLES POPE | ||||||||
| 24005 RD K3 | CORTEZ | CO | 81321 | EXEC VP & TR | 3.00 | $0 | $0 | $0 |
| SANDRA ROGERS | ||||||||
| 863 S 320 E | SALEM | UT | 84653 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| RICKEY GARNER | ||||||||
| 60 EAST SOUTH TEMPLE SUITE 800 | SALT LAKE CITY | UT | 84111 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CHRISTOPHER POPE | ||||||||
| 878 S SUNFLOWER LN | MAPLETON | UT | 84664 | VP & SECRETA | 40.00 | $76,200 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2775 SAND HILL ROAD | AddressLine1Txt |
| Address Line2 | SUITE 120 | AddressLine2Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISOR FEES | ServiceTypeTxt |
| Compensation | $532,443 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $64,886,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,464,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $265,301 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,615,867 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $70,615,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,059,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,556,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,477,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,477,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,767 | TotalTaxAmt |
| Distributable Before Adj | $3,463,064 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,463,064 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,463,064 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,417,834 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,417,834 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,463,064 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,317,141 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $828,513 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,145,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,417,834 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,417,834 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $45,230 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,230 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,100,424 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,100,424 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,271,911 | ExcessFromYear2Amt |
| Excess From Year1 | $828,513 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES AND GLORIA POPE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMIGOS DE SANTA CRUZ | |||||||||
| 2226 EASTLAKE AVE E | SUITE 319 | SEATTLE | WA | 98102 | NONE | 501(C)(3) | FOOD, EDUCATION FOR WOMEN & CHILDREN | $60,000 | |
| CHILD AID | |||||||||
| 917 SW OAK ST | SUITE 208 | PORTLAND | OR | 97205 | NONE | 501(C)(3) | PRIMARY CHILD EDUCATION IN GUATEMALA | $75,000 | |
| COMMON HOPE | |||||||||
| 1400 ENERGY PARK DR | SUITE 23 | ST PAUL | MN | 55108 | NONE | 501(C)(3) | FAMILY SUPPORT & EDU IN GUATEMALA | $300,000 | |
| CROSBY FUND FOR HAITIAN EDUCATION | |||||||||
| PO BOX 953 | OLD LYME | CT | 06371 | NONE | 501(C)(3) | SCHOLARSHIP SUPPORT IN RURAL HAITI | $75,000 | ||
| EDUCATION AND HOPE | |||||||||
| PO BOX 486 | NORWALK | CT | 06856 | NONE | 501(C)(3) | SCHOLARSHIPS TO GUATEMALAN YOUTHS | $60,000 | ||
| FIRST STAR INC | |||||||||
| 2049 CENTURY PARK EAST | SUITE 4300 | LOS ANGELES | CA | 90067 | NONE | 501(C)(3) | SECONDARY STUDENTS TO ENTER COLLEGE | $200,000 | |
| GUATEMALAN TOMORROW FUND INC | |||||||||
| PO BOX 3636 | TEQUESTA | FL | 33469 | NONE | 501(C)(3) | LIFESKILLS, MEDICAL TO MAYAN VILLAGE | $300,000 | ||
| KENYA CHILDREN'S FUND | |||||||||
| PO BOX 4159 | HOPKINS | MN | 55343 | NONE | 501(C)(3) | EDUCATION/TRAINING FOR KENYAN YOUTH | $75,000 | ||
| LDS PHILANTHROPIES | |||||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | 501(C)(3) | BYU SCHOLARSHIPS. MISSIONARY SUPPORT | $1,000,000 | ||
| NURTURING MINDS | |||||||||
| PO BOX 600617 | NEWTONVILLE | MA | 02460 | NONE | 501(C)(3) | EDUCATION OF AT RISK TANZANIAN GIRLS | $75,000 | ||
| OPEN WINDOWS FOUNDATION | |||||||||
| 1268 E MCNAIR DR | TEMPE | AZ | 85283 | NONE | 501(C)(3) | SCHOLARSHIPS/EDUCATION IN GUATEMALA | $25,000 | C/O JOHN DAVIS | |
| RISING STAR OUTREACH | |||||||||
| 3521 N UNIVERSITY AVE | SUITE 250 | PROVO | UT | 84604 | NONE | 501(C)(3) | SUPPORT TO INDIA'S LEPROSY COLONIES | $50,000 | |
| RWANDA SCHOOL PROJECT | |||||||||
| 1300 ST FRANCIS RD | SANTA ROSA | CA | 95409 | NONE | 501(C)(3) | EDUCATION FOR AT RISK RWANDAN YOUTH | $40,000 | ||
| VAMOS ADELANTE | |||||||||
| 41W655 MAIN STREET RD | ELBURN | IL | 60119 | NONE | 501(C)(3) | FOOD, MEDICAL TO GUATEMALAN ELDERLY | $75,000 | ||
| VILLAGE SCHOOLS INTERNATIONAL | |||||||||
| PO BOX 1929 | TOMBALL | TX | 77377 | NONE | 501(C)(3) | EDUCATION, SUPPLIES TO AFRICAN YOUTH | $300,000 | ||
| EDUCATION FOR ALL CHILDREN | |||||||||
| 104 CONGRESS ST 301 | PORTSMOUTH | NH | 03801 | NONE | 501(C)(3) | EDUCATION FOR KENYAN YOUTH | $50,000 | ||
| CONNECT AFRICA FOUNDATION | |||||||||
| 222 PLEASANT ST | NEWTON CENTER | MA | 02459 | NONE | 501(C)(3) | SUPPORT CHILDREN IN UGANDA | $10,000 | ||
| CORE TANZANIA | |||||||||
| 6709 EARL AVE NW | SEATTLE | WA | 98117 | NONE | 501(C)(3) | EDUCATION IN TANZANIA | $20,000 | ||
| BRIDGE2RWANDA | |||||||||
| 1818 N TAYLOR ST | SUITE B | LITTLE ROCK | AR | 72207 | NONE | 501(C)(3) | EDUCATION IN RWANDA | $100,000 | |
| BUILDING TOMORROW | |||||||||
| 615 N ALABAMA ST | SUITE D | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | EDUCATION IN UGANDA | $100,000 | |
| HEED UGANDA | |||||||||
| 555 WALNUT ST 6 | EDMONDS | WA | 98020 | NONE | 501(C)(3) | RURAL EDUCATION AND DEVELO IN UGANDA | $40,000 | ||
| KOMERA | |||||||||
| PO BOX 1491 | JAMAICA PLAIN | MA | 02130 | NONE | 501(C)(3) | EDUCATION IN RWANDA | $25,000 | ||
| EDUCATE | |||||||||
| PO BOX 12302 | DENVER | CO | 80212 | NONE | 501(C)(3) | EDUCATION IN EAST AFRICA | $100,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,155,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $456,025 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $758,779 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $424,041 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER LP GUAR PMT | Desc |
| Related Or Exempt Function Incm | $16,875 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,638,845 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,875 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,655,720 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $24,825 | Amt |
| Net Investment Income | $3,724 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,101 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MS 5858 | BondNm |
| EOY Book Value | $7,037,754 | EOYBookValueAmt |
| EOYFMV | $5,629,522 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS 2898 | $4,789,630 | $6,354,651 |
| MS 4015 | $12,106,668 | $14,400,927 |
| MS 8992 | $11,251,932 | $8,152,450 |
| MS 8993 | $11,232,939 | $8,936,034 |
| MS 2902 | $7,875,244 | $11,670,915 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $502,878 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $505,770 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $4,857,510 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,764,602 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $170 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY NET UNSETTLED PURCHASES | $837 |
| BASIS ADJUSTMENTS | $11,082 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BOOKS, SUBSCRIPTIONS, REFEREN | $9,765 | $9,765 |
| PAYROLL EXPENSES | $813 | $813 |
| SUPPLIES | $4,817 | $4,817 |
| INFORMATION TECHNOLOGY | $331 | $331 |
| POSTAGE | $403 | $403 |
| INSURANCE | $5,540 | $5,540 |
| TRAVEL | $35,161 | $35,161 |
| MEALS | $2,160 | $2,160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER LP GUAR PMT | Desc |
| Revenue And Expenses Per Books | $16,875 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $114,133 |
| TIMING DIFFERENCES | $150,368 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISOR FEES | $532,443 | $532,443 |
| CONTRACT MANAGEMENT | $37,235 | $37,235 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $9 | $9 | |
| FEDERAL ESTIMATED TAX | $281,519 | ||
| PAYROLL TAXES | $10,369 | $10,369 |