SANFORD J GROSSMAN CHARITABLE TR: Form 990PF, tax year 2020
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- Organization
- SANFORD J GROSSMAN CHARITABLE TR (EIN 33-6316059)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-10
- IRS object ID
- 202120699349100017
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-10T13:11:20-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841395431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNN HENRITZE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 W OAK ST STE 1100 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336316059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sanford J Grossman Charitable Trust | BusinessNameLine1Txt |
| Business Name Line2 | CO Quantitative Financial Strategies | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 9703060595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Market Street | AddressLine1Txt |
| City | Basalt | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sanford J Grossman | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Sanford J | PersonFirstNm |
| Person Last | Grossman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mike Henritze | PreparerPersonNm |
| PTIN | P00212125 | PTIN |
| Phone | 9703724160 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,898,380 | 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 | $1,605,361 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $171,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,225 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,780,471 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,110 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,227 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $88,896 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $88,896 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,605 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $986 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,682 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $937,671 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $937,671 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,032,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,029,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $747,836 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,917 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,917 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,127,324 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,182,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,182,982 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,692,525 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,628,481 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,628,481 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,838,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,898,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,898,380 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $19,255 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $19,255 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,819,316 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,819,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,898,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,838,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,898,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,819,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $747,836 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,567,152 | SubtotalAmt |
| Other Decreases | $668,772 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,898,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6705.81 Vanguard Short Term Invest. Grade | P | 2020-01-03 | 2020-01-03 | $6,706 | $6,693 | $13 | $13 |
| 17158.24 Vanguard Short Term Invest. Grade | P | 2020-01-01 | 2020-05-07 | $17,158 | $17,232 | -$74 | -$74 |
| 11193.98 Vanguard Short Term Invest. Grade | P | 2020-01-01 | 2020-07-07 | $11,194 | $11,126 | $68 | $68 |
| 3294.19 Vanguard Short Term Invest. Grade | P | 2017-06-14 | 2020-01-03 | $3,294 | $3,276 | $18 | $18 |
| 35000 Vanguard Short Term Invest. Grade | P | 2017-06-14 | 2020-01-30 | $35,000 | $34,676 | $324 | $324 |
| 12841.73 Vanguard Short Term Invest. Grade | P | 2017-06-14 | 2020-05-07 | $12,842 | $12,770 | $72 | $72 |
| 113806.02 Vanguard Short Term Invest. Grade | P | 2017-06-14 | 2020-07-07 | $113,806 | $111,002 | $2,804 | $2,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,225 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,405 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,405 | SubtotalAmt |
| Tax Based On Investment Income | $2,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,205 | TaxDueAmt |
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 | CO | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Quantitative Fin Strategies | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9703060595 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Market Street Suite 312 | AddressLine1Txt |
| City | Basalt | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sanford J Grossman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Quantitative Fin Strategie | AddressLine1Txt |
| City | Basalt | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,448,439 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,481,909 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,481,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,399,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,405 | TotalTaxAmt |
| Distributable Before Adj | $267,579 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $267,579 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $267,579 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,029,353 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,029,353 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,029,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $267,579 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $245,998 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $545,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $818,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,383,114 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,205,890 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,198,837 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,029,353 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $267,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $761,774 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,960,611 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $245,998 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,714,613 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $545,280 | ExcessFromYear4Amt |
| Excess From Year3 | $818,555 | ExcessFromYear3Amt |
| Excess From Year2 | $1,383,114 | ExcessFromYear2Amt |
| Excess From Year1 | $1,205,890 | ExcessFromYear1Amt |
| Excess From Current Year | $761,774 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sanford J Grossman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| University of Chicago | |||||||
| 5801 South Ellis Avenue | Chicago | IL | 60637 | None | PC | General Unrestricted | $125,000 |
| Columbia University | |||||||
| 535 W 116th Street | New York | NY | 10027 | None | PC | General Unrestricted | $812,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $937,671 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,885 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,225 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $175,110 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,110 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Sanford J Grossman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Market Street Suite 312 | AddressLine1Txt |
| City | Basalt | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,605,361 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 16,270 Shares of Sony Stock | NoncashPropertyDesc |
| Fair Market Value | $1,605,361 | FairMarketValueAmt |
| Received | 2020-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Vanguard Short-Term Investment Grade | BondNm |
| EOY Book Value | $2,628,481 | EOYBookValueAmt |
| EOYFMV | $2,628,481 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ConocoPhillips | $2,538,085 | $2,538,085 |
| Sony Corp | $1,644,897 | $1,644,897 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Banking Fees | $1,605 | $1,605 | |
| Meals | $986 | $986 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $1,227 | Amt |