TRANSFORMATIVE JUSTICE INITIATIVE: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRANSFORMATIVE JUSTICE INITIATIVE (EIN 85-2832811)
- Tax period
- 2021-05-12 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349104623
- Schema version
- 2021v4.1
- 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
- Schedule B
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T14:00:36-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 N CENTRAL AVE STE 700 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-12 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852832811 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSFORM JUSTICE INITIATIVE TR AGTR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0150 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BYP S CHMURA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,981 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $300,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,170 | TotalNetInvstIncmAmt |
| 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 Rev And Expnss | $2,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,093 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | 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 |
| Tot Opr Expenses Rev And Expnss | $2,101 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,101 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $292,101 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,101 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $6,664 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,664 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments EOY | $1,313 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,317 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $7,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,981 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $7,977 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $7,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7 | OtherIncreasesAmt |
| Subtotal | $7,977 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,977 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 84.49 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD$ | 2021-07-27 | 2021-12-13 | $1,223 | $1,169 | $54 | $54 | |
| 166.71 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD$ | 2021-07-27 | 2021-12-14 | $2,372 | $2,306 | $66 | $66 | |
| 25.58 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD$ | 2021-12-22 | $367 | $354 | $13 | $13 | ||
| 85. FLEXSHARES INT QUALITY DIVIDEND INDEX FD | 2021-07-27 | 2021-12-13 | $2,150 | $2,219 | -$69 | -$69 | |
| 150. FLEXSHARES INT QUALITY DIVIDEND INDEX FD | 2021-07-27 | 2021-12-13 | $3,787 | $3,917 | -$130 | -$130 | |
| 25. FLEXSHARES INT QUALITY DIVIDEND INDEX FD | 2021-07-27 | 2021-12-22 | $626 | $653 | -$27 | -$27 | |
| 25. FLEXSHARES QUALITY DIVIDEND INDEX FUND | 2021-07-27 | 2021-12-13 | $1,499 | $1,425 | $74 | $74 | |
| 125. FLEXSHARES QUALITY DIVIDEND INDEX FUND | 2021-07-27 | 2021-12-13 | $7,491 | $7,123 | $368 | $368 | |
| 25. FLEXSHARES QUALITY DIVIDEND INDEX FUND | 2021-07-27 | 2021-12-22 | $1,487 | $1,425 | $62 | $62 | |
| 65. ISHARES GOLD TRUST | 2021-01-02 | 2021-07-31 | |||||
| 65. ISHARES GOLD TRUST | 2021-01-02 | 2021-08-31 | |||||
| 65. ISHARES GOLD TRUST | 2021-01-02 | 2021-09-30 | |||||
| 65. ISHARES GOLD TRUST | 2021-01-02 | 2021-10-31 | |||||
| 65. ISHARES GOLD TRUST | 2021-01-02 | 2021-11-30 | |||||
| 20. ISHARES GOLD TRUST | 2021-07-27 | 2021-12-13 | $679 | $684 | -$5 | -$5 | |
| 35. ISHARES GOLD TRUST | 2021-07-27 | 2021-12-13 | $1,188 | $1,198 | -$10 | -$10 | |
| 10. ISHARES GOLD TRUST | 2021-07-27 | 2021-12-22 | $340 | $342 | -$2 | -$2 | |
| 40. ISHARES EMERGING MARKETS DIVIDEND ETF | 2021-07-27 | 2021-12-13 | $1,499 | $1,513 | -$14 | -$14 | |
| 40. ISHARES EMERGING MARKETS DIVIDEND ETF | 2021-07-27 | 2021-12-13 | $1,495 | $1,513 | -$18 | -$18 | |
| 10. ISHARES EMERGING MARKETS DIVIDEND ETF | 2021-07-27 | 2021-12-22 | $377 | $378 | -$1 | -$1 | |
| 5. ISHARES BARCLAYS TIPS BOND FUND $3.20600 | 2021-07-27 | 2021-12-13 | $644 | $651 | -$7 | -$7 | |
| 10. ISHARES BARCLAYS TIPS BOND FUND $3.20600 | 2021-07-27 | 2021-12-13 | $1,287 | $1,302 | -$15 | -$15 | |
| 5. ISHARES BARCLAYS TIPS BOND FUND $3.20600 | 2021-07-27 | 2021-12-22 | $640 | $651 | -$11 | -$11 | |
| 25. ISHARES BARCLAYS INTER GVT/CR BD$1.89600 | 2021-07-27 | 2021-12-13 | $2,851 | $2,908 | -$57 | -$57 | |
| 285. ISHARES BARCLAYS INTER GVT/CR BD$1.89600 | 2021-07-27 | 2021-12-13 | $32,532 | $33,150 | -$618 | -$618 | |
| 40. ISHARES BARCLAYS INTER GVT/CR BD$1.89600 | 2021-07-27 | 2021-12-22 | $4,559 | $4,653 | -$94 | -$94 | |
| 220. ISHARES BARCLAYS INTER CREDIT BD CLOSED-END FUND | 2021-07-27 | 2021-12-13 | $13,077 | $13,427 | -$350 | -$350 | |
| 30. ISHARES BARCLAYS INTER CREDIT BD CLOSED-END FUND | 2021-07-27 | 2021-12-22 | $1,778 | $1,831 | -$53 | -$53 | |
| 245. ISHARES SHORT-TERM CORP BOND $1.76500 | 2021-07-27 | 2021-12-13 | $13,194 | $13,452 | -$258 | -$258 | |
| 25. ISHARES SHORT-TERM CORP BOND $1.76500 | 2021-07-27 | 2021-12-22 | $1,345 | $1,373 | -$28 | -$28 | |
| 30. ISHARES BARCLAYS 3-7 YR TREAS BD CLOSED-END FUND | 2021-07-27 | 2021-12-13 | $3,865 | $3,950 | -$85 | -$85 | |
| 110. ISHARES BARCLAYS 3-7 YR TREAS BD CLOSED-END FUND | 2021-07-27 | 2021-12-13 | $14,184 | $14,484 | -$300 | -$300 | |
| 10. ISHARES BARCLAYS 3-7 YR TREAS BD CLOSED-END FUND | 2021-07-27 | 2021-12-22 | $1,288 | $1,317 | -$29 | -$29 | |
| 66.83 LAZARD GLOBAL LISTED INFRASTR PT $0.375 | 2021-07-27 | 2021-12-13 | $1,113 | $1,090 | $23 | $23 | |
| 103.41 LAZARD GLOBAL LISTED INFRASTR PT $0.375 | 2021-07-27 | 2021-12-14 | $1,725 | $1,687 | $38 | $38 | |
| 14.77 LAZARD GLOBAL LISTED INFRASTR PT $0.375 | 2021-07-27 | 2021-12-22 | $240 | $241 | -$1 | -$1 | |
| 50. SCHWAB US DIVIDEND EQUITY ETF $1.29900 | 2021-07-27 | 2021-12-13 | $3,893 | $3,798 | $95 | $95 | |
| 30. SCHWAB US DIVIDEND EQUITY ETF $1.29900 | 2021-07-27 | 2021-12-13 | $2,344 | $2,279 | $65 | $65 | |
| 20. VANGUARD HIGH DIVIDEND YLD INDEX$2.20600 | 2021-07-27 | 2021-12-13 | $2,189 | $2,103 | $86 | $86 | |
| 10. VANGUARD HIGH DIVIDEND YLD INDEX$2.20600 | 2021-07-27 | 2021-12-13 | $1,098 | $1,051 | $47 | $47 | |
| 5. VANGUARD HIGH DIVIDEND YLD INDEX$2.20600 | 2021-07-27 | 2021-12-22 | $544 | $526 | $18 | $18 | |
| 170. VANGUARD MTG-BACKED SECS FUND $0.56400 | 2021-07-27 | 2021-12-13 | $8,981 | $9,105 | -$124 | -$124 | |
| 20. VANGUARD MTG-BACKED SECS FUND $0.56400 | 2021-07-27 | 2021-12-22 | $1,056 | $1,071 | -$15 | -$15 | |
| 25. WISDOMTREE U.S. MIDCAP DIVIDEND FUND$0.7 | 2021-07-27 | 2021-12-13 | $1,081 | $1,039 | $42 | $42 | |
| 20. WISDOMTREE U.S. MIDCAP DIVIDEND FUND$0.7 | 2021-07-27 | 2021-12-13 | $868 | $831 | $37 | $37 | |
| 5. WISDOMTREE U.S. MIDCAP DIVIDEND FUND$0.7 | 2021-07-27 | 2021-12-22 | $215 | $208 | $7 | $7 | |
| 25. WISDOMTREE U.S. SMALLCAP DIVIDEND | 2021-07-27 | 2021-12-13 | $794 | $780 | $14 | $14 | |
| 35. WISDOMTREE U.S. SMALLCAP DIVIDEND | 2021-07-27 | 2021-12-13 | $1,116 | $1,092 | $24 | $24 | |
| 5. WISDOMTREE U.S. SMALLCAP DIVIDEND | 2021-07-27 | 2021-12-22 | $159 | $156 | $3 | $3 | |
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P | |||||
| CAPITAL GAIN DIVIDENDS | $86 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,099 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| 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 | VA | 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 | THEODORE GENDRON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028278114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8187 LEE HWY | AddressLine1Txt |
| City | WARENTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20186 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| THEODORE GENDRON | ||||||
| 8187 LEE HWY | WARRENTON | VA | 20186 | CO-TRUSTEE | 1 | $0 |
| JAMES GENDRON | ||||||
| 78 MELLEN ST UNIT 1 | PORTLAND | ME | 04101 | CO-TRUSTEE | 1 | $0 |
| PETER GENDRON | ||||||
| 100 PUBLIC SQUARE STE 600 | CLEVELAND | OH | 44113 | CO-TRUSTEE | 1 | $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 |
| 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 | $201,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $201,905 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $201,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,029 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $198,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $9,944 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,944 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,944 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,000 | 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 | $290,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $290,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,944 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $280,056 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $280,056 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $280,056 | 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 | $280,056 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $290,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,000 | 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 | $1,170 | 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 | -$1,099 | 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 | $71 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROGER AND SUSAN GENDRON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8187 LEE HIGHWAY | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,313 | BookValueAmt |
| EOYFMV | $1,317 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $7 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $2,093 | Amt |
| Net Investment Income | $2,093 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER AND SUSAN GENDRON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8187 LEE HIGHWAY | AddressLine1Txt |
| City | WARRENTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20186 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5 | $5 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $3 | $3 | $0 |