SHELDON AND AUDREY KATZ FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHELDON AND AUDREY KATZ FOUNDATION INC (EIN 52-2006607)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349103526
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:03:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 RED BROOK BLVD 300 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522006607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sheldon and Audrey Katz Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 3016220900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4337 | AddressLine1Txt |
| City | Silver Spring | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 209144337 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sheldon T Katz | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3016220900 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sheldon T | PersonFirstNm |
| Person Last | Katz | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael G Stankus | PreparerPersonNm |
| PTIN | P01312062 | PTIN |
| Phone | 4103633200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,280,256 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,498,686 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $307,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $307,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $390,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,559,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $538,757 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,197,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $846,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $20,454 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,485 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $79,684 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $79,684 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $100,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $875,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $775,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,321,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $763,253 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $137,188 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,242 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,675,545 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,955,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,098,014 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,812,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,137,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,280,256 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,812,733 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,137,682 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,812,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,137,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,812,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,137,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,812,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,321,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,067 | OtherIncreasesAmt |
| Subtotal | $11,137,682 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,137,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES WELLS FARGO | $112,041 | $94,632 | $17,409 | $17,409 |
| PUBLICLY TRADED SECURITIES WELLS FARGO | $564,041 | $292,069 | $271,972 | $271,972 |
| PUBLICLY TRADED SECURITIES WELLS FARGO | $294,281 | $22,430 | $271,851 | $271,851 |
| PUBLICLY TRADED SECURITIES TD AMERITRADE | $354,566 | $424,653 | -$70,087 | -$70,087 |
| PUBLICLY TRADED SECURITIES TD AMERITRADE | $234,882 | $187,270 | $47,612 | $47,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $538,757 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,609 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,609 | SubtotalAmt |
| Tax Based On Investment Income | $10,609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $27,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $107 | EsPenaltyAmt |
| Overpayment | $16,984 | OverpaymentAmt |
| Applied To ES Tax | $16,984 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016220900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4337 | AddressLine1Txt |
| City | silver spring | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20914 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SHELDON T KATZ | ||||||||
| PO BOX 4337 | SILVER SPRING | MD | 209144337 | PRESIDENT | 5.0 | $0 | $0 | $0 |
| AUDREY KATZ | ||||||||
| PO BOX 4337 | SILVER SPRING | MD | 209144337 | SECRETARY | 5.0 | $0 | $0 | $0 |
| RUSSELL KATZ | ||||||||
| PO BOX 4337 | SILVER SPRING | MD | 209144337 | VICE PRESIDENT | 5.0 | $0 | $0 | $0 |
| MERYL KATZ | ||||||||
| PO BOX 4337 | SILVER SPRING | MD | 209144337 | VICE PRESIDENT | 5.0 | $0 | $0 | $0 |
| 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 | $19,670,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,830,445 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,830,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $297,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,532,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $976,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $976,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,609 | TotalTaxAmt |
| Distributable Before Adj | $966,040 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $966,040 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $966,040 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $775,000 | 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 | $775,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $966,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $527,212 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $775,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $527,212 | AppliedToYear1Amt |
| Applied To Current Year | $247,788 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $718,252 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHELDON AND AUDREY KATZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Animal Welfare League of Montgomery County | |||||||
| 12 Park Ave | Gaithersburg | MD | 20877 | NONE | PC | operations | $10,000 |
| AMAZON CONSERVATION ASSOC | |||||||
| 1012 14TH STREET NW SUITE 625 | WASHINGTON | DC | 20005 | NONE | PC | Environmental Conservation | $50,000 |
| Audubon Naturalist Society | |||||||
| 8940 Jones Mill Road | Chevy Chase | MD | 20815 | nONE | PC | Environmental Conservation | $50,000 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | PC | Environmental Conservation | $50,000 |
| DC CENTRAL KITCHEN | |||||||
| 425 SECOND STREET NW | WASHINGTON | DC | 20001 | NONE | PC | Feeding the Hungry | $40,000 |
| Friends of Brookside Gardens | |||||||
| 1800 Glenallan Ave | Wheaton | MD | 20902 | PC | Environmental Conservation | $20,000 | |
| Frankfurt Zoological Society | |||||||
| 1050 30th St NW | Washington | DC | 20007 | PC | Environmental Conservation | $75,000 | |
| Green Forests Work | |||||||
| 730 Rose St | Lexington | KY | 40546 | PC | Environmental Conservation | $75,000 | |
| Homeless Prenatal Program | |||||||
| 2500 18th St | San Francisco | CA | 94110 | PC | Operating | $40,000 | |
| Maryland Biodiversity Project | |||||||
| 117 Regulator Dr N | Cambridge | MD | 21613 | PC | Environmental Conservation | $10,000 | |
| Michael J Fox Foundation | |||||||
| PO Box 4777 | New York | NY | 10163 | PC | Medical Research | $30,000 | |
| Parkinson Foundation of the National Capitol Area | |||||||
| 3570 Olney Laytonsville Rd 490 | Olney | MD | 20830 | PC | Medical Research | $5,000 | |
| Population Action International | |||||||
| 1300 19th Street NW Suite 200 | Washington | DC | 20036 | PC | Medical awareness | $50,000 | |
| Population Connection | |||||||
| 2120 L Street NW Suite 500 | Washington | DC | 20037 | PC | Medical awareness | $40,000 | |
| Potomac Conservancy | |||||||
| 962 Wayne Ave | Silver Spring | MD | 20910 | PC | Environmental Conservation | $45,000 | |
| Round House Theatre Inc | |||||||
| 4545 East West Highway | Bethesda | MD | 20814 | PC | Operating | $15,000 | |
| Southern Poverty Law Center | |||||||
| 400 Washington Ave | Montgomery | AL | 36104 | PC | Operating | $50,000 | |
| UVA School of Architecture Foundation | |||||||
| 110 Bayly Dr | Charlottesville | VA | 22903 | PC | Education | $80,000 | |
| World Central Kitchen | |||||||
| 200 Massachusetts Ave NW 7th Floor | Washington DC | DC | 20001 | PC | Feeding the hungry | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $307,637 | 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 | $390,669 | 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 | $698,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $698,334 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Helen Patton Estate | |||||||
| 1 | 1110 W Ridge Road | Wytheville | VA | 24382 | $3,019,894 | Yes (X) | Yes (X) |
| Data Prompt | |||||||
| 2 | 332 S Michigan Avenue Suite 714 | Chicago | IL | 60604 | $478,792 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Publicly traded stocks | $121,179 | 2021-06-01 |
| 2 | Publicly traded stocks | $73,606 | 2021-11-29 |
| 2 | Publicly traded stocks | $324,620 | 2021-12-20 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investment-Corporate stock | StockNm |
| EOY Book Value | $10,955,440 | EOYBookValueAmt |
| EOYFMV | $23,098,014 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY FEES | Desc |
| Revenue And Expenses Per Books | $79,684 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $79,684 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non-Dividend Distributions | Desc |
| Amt | $3,067 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $3,485 | $3,485 |
| EXCISE TAX | $16,969 |