ACAHAND FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ACAHAND FOUNDATION (EIN 83-3070019)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349110232
- Schema version
- 2020v4.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T22:44:40-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 833070019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Acahand Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ACAH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Harris | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Steven | PersonFirstNm |
| Person Last | Harris | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $91,127,392 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,356 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,356 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,314,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,314,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,029,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,464,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,029,870 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $151,149 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $121,748 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,505,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,476,305 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $6,506 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,506 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $627,159 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $311,643 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $315,516 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,263 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $37,225 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $387 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,838 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $169,510 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $83,120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $86,388 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $884,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $395,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $445,248 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,374,045 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,374,045 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,258,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $395,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,819,293 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,246,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,081,155 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,385,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,911,205 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,911,205 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,472 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,472 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,472 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $8,430,766 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,100,848 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,337,039 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $63,204,686 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,418,807 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,692,149 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,269,679 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,067,351 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,144,314 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $1,036,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,040,213 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $78,290,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,537,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,127,392 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $78,290,578 | RetainedEarningBOYAmt |
| Retained Earning EOY | $79,537,576 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,290,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,537,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,290,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,537,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,290,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,246,998 | ExcessRevenueOverExpensesAmt |
| Subtotal | $79,537,576 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $79,537,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $18,464,784 | $17,454,505 | $1,010,279 | $1,010,279 |
| Passthrough K1 Capital Gain/(Loss) | $19,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,029,870 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,828 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,828 | SubtotalAmt |
| Tax Based On Investment Income | $42,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,778 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $29,050 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,828 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,000 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 |
| 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Steven Harris | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, Dir | 32.0 | $0 | $0 | $0 |
| Carmen Moscrip | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Scott Moscrip | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 2.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SWAMM Enterprises LLC | |||||
| PO Box 128 | New Plymouth | ID | 83655 | Administrative | $312,999 |
| Olympus Wealth Management LLC | |||||
| 6985 UNION PARK CENTER | COTTONWOOD HEIGHTS | UT | 84047 | Investment Mgmt | $311,643 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $85,925 |
| 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 | $77,559,431 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,813,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $920,844 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,294,201 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,294,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,234,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,059,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,052,989 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,052,989 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,828 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,368 | IncomeTaxAmt |
| Total Tax | $48,196 | TotalTaxAmt |
| Distributable Before Adj | $4,004,793 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,004,793 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,004,793 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,819,293 | 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 | $1,819,293 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,819,293 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,004,793 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,754,930 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $1,819,293 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,754,930 | AppliedToYear1Amt |
| Applied To Current Year | $64,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,940,430 | 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 | Carmen Moscrip | ContributingManagerNm |
| Contributing Manager | Scott Moscrip | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Wolfgramm | ||||||||
| 5915 Crystal View Dr | Orlando | FL | 32819 | NONE | I | Short-term Emergency Assistance Grant | $5,000 | |
| ADVENTIST HEALTH SYSTEM-SUNBELT INC | ||||||||
| 601 E ROLLINS ST | ORLANDO | FL | 32803 | N/A | PC | to Purchase iPads, gaming consoles and other entertainment items to use at various Children's Hospital locations | $30,000 | |
| AMERICAN INDIAN SERVICES | ||||||||
| 3115 E LION LN STE 320 | COTTONWD HTS | UT | 84121 | N/A | PC | to support new and existing students in the AIS PREP on-campus or off-campus programs | $10,000 | |
| BOISE RESCUE MISSION | ||||||||
| 308 S 24TH ST | BOISE | ID | 83702 | N/A | PC | City Light Home for Women & Children Program, The New Life Recovery Program, Emergency/Guest Services, Children and Teen Programs, and the New Life Recovery Program at the River of Life Rescue Mission facility | $15,000 | |
| BOISE STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1173 W UNIVERSITY DR | BOISE | ID | 83706 | N/A | PC | College of Business and Economics (COBE) Dean's Excellence Fund | $1,000 | |
| BOISE STATE UNIVERSITY FOUNDATION INC | ||||||||
| 1173 W UNIVERSITY DR | BOISE | ID | 83706 | N/A | PC | Idaho Entrepreneur Challenge (IEC) and the High School IEC and related program expansion (both hosted by the Venture College within the College of Innovation & Design at Boise State University | $50,000 | |
| Sandy Meza | ||||||||
| BOISE STATE UNIVERSITY Boise State | BOISE | ID | 83725 | NONE | I | Scholarship Grant | $7,250 | 1910 UNIVERSITY DR |
| Preston Pisca | ||||||||
| BOISE STATE UNIVERSITY Boise State | BOISE | ID | 83725 | NONE | I | Scholarship Grant | $6,450 | 1910 UNIVERSITY DR |
| Makayla Jacaway | ||||||||
| BOISE STATE UNIVERSITY Boise State | BOISE | ID | 83725 | NONE | I | Scholarship Grant | $6,060 | 1910 UNIVERSITY DR |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | N/A | PC | Rollins Center for Entrepreneurship and Technology within BYU's Marriott School of Business | $50,000 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | N/A | PC | BYU Marriott School of Business Underrepresented Student Support Fund to provide scholarships for underrepresented students from diverse backgrounds, including single parents, first-generation, and international | $50,000 | |
| BRIGHAM YOUNG UNIVERSITY | ||||||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | N/A | PC | BYU Marriott School of Business and the Experiential Learn-Do-Become Endowment fund | $25,000 | |
| BRIGHAM YOUNG UNIVERSITY-HAWAII | ||||||||
| 55-220 KULANUI ST BLDG 5 | LAIE | HI | 96762 | N/A | PC | BYU-Hawaii's Willes Center for International Entrepreneurship to specifically support the launch of RiceUp Papua New Guinea (Kirap Wantaim) including initial expenses for ground operations and farm school and BYU-Hawaii student research and trip | $25,000 | |
| BRIGHAM YOUNG UNIVERSITY-HAWAII | ||||||||
| 55-220 KULANUI ST BLDG 5 | LAIE | HI | 96762 | N/A | PC | General & Unrestricted | $6,000 | |
| Regen Esplin | ||||||||
| BRIGHAM YOUNG UNIVERSITY-IDAHO | REXBURG | ID | 83460 | NONE | I | Scholarship Grant | $3,440 | 525 S CENTER ST |
| C Comersall | ||||||||
| 5035 Freemont Road | New Plymouth | ID | 83655 | NONE | I | Short-term Emergency Assistance Grant | $5,000 | |
| C Tuigamala | ||||||||
| 6311 Castlefield Lane | Murray | UT | 84107 | NONE | I | Short-term Emergency Assistance Grant | $5,000 | |
| CLARITAS HOUSE OUTREACH MINISTRY INC | ||||||||
| PO BOX 453257 | KISSIMMEE | FL | 34745 | N/A | PC | Clarita's House Outreach Ministry's Fund for Hope to support children and families in Osceola Country, Florida | $5,000 | |
| Josiah Campbell | ||||||||
| COLLEGE OF WESTERN IDAHO FOUNDATION | NAMPA | ID | 83687 | NONE | I | Scholarship Grant | $1,084 | 6056 BIRCH LN NO 102 |
| COTA CHILDRENS ORGAN TRANSPLANT ASSOCIATION INC | ||||||||
| 2501 W COTA DR | BLOOMINGTON | IN | 47403 | N/A | PC | General & Unrestricted | $25,000 | |
| D Evans | ||||||||
| 4136 Rulon Circle | Ammon | ID | 83406 | NONE | I | Short-term Emergency Assistance Grant | $5,000 | |
| Kara Ethington | ||||||||
| DIXIE STATE COLLEGE OF UTAHCHARITAB | ST GEORGE | UT | 84770 | NONE | I | Scholarship Grant | $3,855 | 225 S UNIVERSITY AVE |
| DOWNTOWN KIWANIS CHARITIES INC | ||||||||
| 626 LAKE DOT CIR | ORLANDO | FL | 32801 | N/A | PC | Orlando Day Nursery program (including Christmas activity/ recognition for teachers and students) | $2,500 | |
| FOUR RIVERS CULTURAL CENTER AND MUSEUM | ||||||||
| 676 SW 5TH AVE | ONTARIO | OR | 97914 | N/A | PC | Charitable Event | $500 | |
| GUILFORD COLLEGE | ||||||||
| 5800 W FRIENDLY AVE | GREENSBORO | NC | 27410 | N/A | PC | Grant to support the development of Guilford College's Cybersecurity Operations Center (hardware, software and installation) for students in the Cyber and Network Security Program | $23,136 | |
| Janika Lavender | ||||||||
| HILLSONG CHURCH USA INC - HILLSONG | MESA | AZ | 85203 | NONE | I | Scholarship Grant | $4,640 | 655 E UNIVERSITY DR |
| HIRSCHE SMILES FOUNDATION | ||||||||
| PO BOX 1064 | OREM | UT | 84059 | N/A | PC | to support surgical missions/ surgical services | $5,000 | |
| IDAHO STEM ACTION CENTER FOUNDATION | ||||||||
| 802 W BANNOCK ST STE 900 | BOISE | ID | 83702 | N/A | PC | Scholarship fund for the first 1,000 students to enroll in the Idaho Codes program provided by the Success in Education Foundation | $50,000 | |
| J Harris | ||||||||
| 211 E Park St | Weiser | ID | 83672 | NONE | I | Hardship Assistance Grant | $5,000 | |
| J Jorgensen | ||||||||
| 3695 Wildwood Lane | New Plymouth | ID | 83655 | NONE | I | Short-term Emergency Assistance Grant | $5,000 | |
| L Austin | ||||||||
| 5703 Blaine Road | New Plymouth | ID | 83655 | NONE | I | Short-term Emergency Assistance Grant | $5,000 | |
| NAVAJOSTRONG | ||||||||
| 45 N MONTROSE LN | SARATOGA SPGS | UT | 84043 | N/A | PC | to purchase food, cleaning/ disinfecting supplies, and essential care packages to the Navajo Nation in support of Covid-19 relief efforts | $5,000 | |
| NEW PLYMOUTH SCHOOL DISTRICT | ||||||||
| 103 SE AVE | NEW PLYMOUTH | ID | 83655 | N/A | GOV | New Plymouth School District's four specific goal areas (including updates to linked objectives and related budgeted amounts) | $700,000 | |
| NEW PLYMOUTH SCHOOL DISTRICT | ||||||||
| 103 SE AVE | NEW PLYMOUTH | ID | 83655 | N/A | GOV | New Plymouth Middle School - student field trips, assemblies and outdoor equipment fund | $500 | |
| NEW PLYMOUTH SENIOR CITIZENS | ||||||||
| PO BOX 506 | NEW PLYMOUTH | ID | 83655 | N/A | PC | Charitable Event | $250 | |
| Aaron Creech | ||||||||
| NORTHWEST NAZARENE UNIVERSITY INC | NAMPA | ID | 83686 | NONE | I | Scholarship Grant | $2,900 | 623 S UNIVERSITY BLVD |
| Holly Arritola | ||||||||
| REGENTS OF THE UNIVERSITY OF IDAHO | MOSCOW | ID | 83844 | NONE | I | Scholarship Grant | $4,300 | 875 PERIMETER DR MSC 4332 |
| Sadie Buck | ||||||||
| REGENTS OF THE UNIVERSITY OF IDAHO | MOSCOW | ID | 83844 | NONE | I | Scholarship Grant | $2,080 | 875 PERIMETER DR MSC 4332 |
| S Austin | ||||||||
| 5703 Blaine Road | New Plymouth | ID | 83655 | NONE | I | Short-term Emergency Assistance Grant | $5,000 | |
| SAI GLOBAL MISSION | ||||||||
| 3561 HOMESTEAD RD 3146 | SANTA CLARA | CA | 95051 | N/A | PC | to support the Sai Prema Foundation in Fiji for the purchase of needed Central Sterile Supply Department (CSSD) Equipment for the Sri Sathya Sai Sanjeevani Children Hospital in Fiji Sathya Sai Sanjeevani Children Hospital in Fiji aims to provide free screening, surgical and post-operative care for children born with Chronic Heart Disease (CHD) in Fiji. | $10,000 | |
| SUCCESS IN EDUCATION FOUNDATION | ||||||||
| 111 E BROADWAY STE 900 | SALT LAKE CTY | UT | 84111 | N/A | PC | Success in Education's Code to Success and Keys to Success programs | $10,000 | |
| SUCCESS IN EDUCATION FOUNDATION | ||||||||
| 111 E BROADWAY STE 900 | SALT LAKE CTY | UT | 84111 | N/A | PC | Road to Success program and Joy School English software licenses | $18,000 | |
| T Wright | ||||||||
| 3161 Hill Point Street | Minneola | FL | 34715 | NONE | I | Short-term Emergency Assistance Grant | $5,000 | |
| Joseph Howell | ||||||||
| THE COLLEGE OF IDAHO INC | CALDWELL | ID | 83605 | NONE | I | Scholarship Grant | $11,300 | 2112 CLEVELAND BLVD |
| THE OPUS FOUNDATION | ||||||||
| 1819 N MAIN ST 8 | SPANISH FORK | UT | 84660 | N/A | PC | to purchase or printing, shipping, and distribution of the Learning Dynamics reading program to orphanages/ schools in Ghana | $4,000 | |
| TREASURE VALLEY BELIEVE IN A CURE | ||||||||
| PO BOX 838 | ONTARIO | OR | 97914 | N/A | PC | General & Unrestricted | $2,500 | |
| UNIVERSITY OF UTAH | ||||||||
| 332 S 1400 EAST STE 150 | SALT LAKE CITY | UT | 84112 | N/A | PC | Acahand Business Opportunities Scholarship Fund in the David Eccles School of Business | $44,500 | |
| UNIVERSITY OF UTAH | ||||||||
| 332 S 1400 EAST STE 150 | SALT LAKE CITY | UT | 84112 | N/A | PC | Scholarship fund through the Opportunity Scholars program fund and Scholarships for Kahlert Scholars (through the Kahlert Initiative on Technology) within the David Eccles School of Business | $75,000 | |
| UTAH REFUGEE COALITION | ||||||||
| 6440 S WASATCH BLVD | SALT LAKE CTY | UT | 84121 | N/A | PC | to purchase grocery gift cards, Covid-19 kits, and/or emergency preparedness kits to meet immediate needs of refugee families | $10,000 | |
| UTAH VALLEY UNIVERSITY FOUNDATION INC | ||||||||
| 800 W UNIVERSITY PKWY MS111 | OREM | UT | 84058 | N/A | PC | Scholarship fund designated for the Women's Success Center at UVU | $7,800 | |
| WOMEN IN TRUCKING ASSOCIATION FOUNDATION | ||||||||
| 1818 PARMENTER ST STE 300 | MIDDLETON | WI | 53562 | N/A | PC | Women in Trucking Foundation Scholarship fund for the purpose of advancing the careers of women in the areas of safety, driving, technical, or leadership within the trucking industry | $10,000 | |
| Y Dart | ||||||||
| 1008 E Rosewood Ave | Naperville | IL | 60563 | NONE | I | Short-term Emergency Assistance Grant | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,374,045 | 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 | $10,356 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,314,331 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,029,870 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $29,401 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,748 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $29,401 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,476,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,505,706 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scott Moscrip | PersonNm |
| Short Explanation | *SCOTT MOSCRIP, President/Director of ACAHAND FOUNDATION (the "Foundation"), is a Managing Member at the business services firm of SWAMM Enterprises, LLC, a disqualified person which provides administrative services to the Foundation. During the taxable year ending December 31, 2020, the Foundation paid $312,999 for administrative services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such business services firm billed the Foundation at or below the rate it charges its other clients. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC - 2.750% - 06/01/2031 | $269,585 | $287,718 |
| BANK AMER CORP FR - 3.300% - 0 | $269,847 | $277,775 |
| BANK NEW YORK MELLONCORP - 2.6 | $272,935 | $275,961 |
| BOEING - 3.200% - 03/01/2029 | $305,168 | $300,100 |
| CANADIAN NATURAL RESOURCES - 2 | $284,541 | $298,830 |
| CITIGROUP INC SR NT - 4.500% - | $281,450 | $277,307 |
| COMCAST CORP - 3.700% - 04/15/ | $339,369 | $335,110 |
| COMMONSPIRIT HEALTH BOND - 2.7 | $447,614 | $456,382 |
| ENERGY TRANSFER OPERATING LP - | $335,825 | $335,693 |
| GENERAL MOTORS - 3.450% - 01/1 | $298,490 | $295,705 |
| GOLDMAN SACHS GROUP INC NOTE - | $280,543 | $309,209 |
| JPMORGAN CHASE & CO - 4.350% - | $274,527 | $266,642 |
| KINDER MORGAN ENERGY PARTNERS | $286,025 | $280,023 |
| MITSUBISHI FIN. GROUP INC - 0. | $285,693 | $285,869 |
| MORGAN STANLEY - 2.625% - 11/1 | $273,031 | $278,291 |
| ROYAL BANK OF CANADA - 4.650% | $289,163 | $306,823 |
| WESTPAC BANKING CORP - 2.100% | $273,545 | $276,876 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL FUND INS | $1,642,807 | $1,828,390 |
| BLACKROCK HIGH YIELD BOND PORT | $1,722,423 | $1,773,259 |
| BLACKROCK STRAT INC OPP PORTFO | $3,330,531 | $3,509,034 |
| EATON VANCE FLOATING RATE ADVA | $2,708,400 | $2,643,114 |
| EATON VANCE GLOBAL MACRO FD CL | $3,426,761 | $3,471,240 |
| EDGEWOOD GROWTH FUND INSTI | $3,840,649 | $5,633,051 |
| FIDELITY ADVISOR REAL ESTATE I | $2,784,807 | $2,731,819 |
| GATEWAY FUND CLASS N | $3,213,778 | $3,568,158 |
| ISHARES MSCI EMERGING MARKETS | $770,119 | $971,766 |
| ISHARES TR S & P MIDCAP 400 IN | $795,139 | $986,917 |
| ISHARES TRUST MSCI EAFE INDEX | $6,284,476 | $7,209,284 |
| JP MORGAN INFLATION MANAGED BO | $1,642,617 | $1,727,761 |
| JPMORGAN EMERGING MARKETS EQUI | $4,743,092 | $6,520,489 |
| JPMORGAN EQUITY INCOME FUND SE | $1,652,882 | $1,865,380 |
| PARNASSUS EQUITY INCOME FUND I | $4,723,518 | $5,559,141 |
| PIMCO FUNDS FOREIGN BOND FUND | $2,569,822 | $2,591,517 |
| SCHWAB US DIVIDEND EQUITY ETF | $1,475,453 | $1,884,194 |
| SPDR GOLD SHARES | $1,809,308 | $2,553,402 |
| SPDR S&P 500 ETF TRUST | $9,250,511 | $12,036,897 |
| THE ARBITRAGE FUND CLASS I | $1,757,777 | $1,741,577 |
| WASATCH INTERNATIONAL OPPORTUN | $1,273,937 | $1,885,759 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,588,688 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,771,952 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,512,160 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,565,087 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KEYSTONE PRIVATE MKT OPPS IX Q | CategoryOrItemTxt |
| Book Value | $1,036,893 | BookValueAmt |
| EOYFMV | $1,040,213 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Document Review/Drafting | $5,526 | $5,526 |
| General Consultations | $980 | $980 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $85,925 | $85,925 | |
| Bank Charges | $15 | $15 | |
| EQUIPMENT MAINTENANCE | $18 | $18 | |
| K-1 Exp KEYSTONE PRIVATE MKT O | $83,107 | $83,105 | |
| Postage/Delivery Service | $405 | $405 | |
| State or Local Filing Fees | $40 | $40 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss KEYSTONE PRIVATE MKT OPPS IX Q LP | Desc |
| Revenue And Expenses Per Books | $151,149 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $121,748 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $312,999 | $312,999 | |
| Investment Management Services | $311,643 | $311,643 | |
| Website Development | $2,517 | $2,517 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $14,800 |
| 990-PF Extension for 2019 | $27,563 |
| 990-T Estimated Tax for 2020 | $1,900 |