THE SPIVEY FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE SPIVEY FAMILY FOUNDATION INC (EIN 20-1296242)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-05
- IRS object ID
- 202130959349101303
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-05T11:26:45-05:00 | 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 | 201296242 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Spivey Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SPIV | 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 | eric w spivey | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | eric w | PersonFirstNm |
| Person Last | spivey | 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 | $794,407 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $126,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,966 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,674 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,239 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,239 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,900 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,979 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,360 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,567 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,136 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,136 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $667,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $656,175 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $771,271 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $682,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $679,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $794,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $682,616 | RetainedEarningBOYAmt |
| Retained Earning EOY | $679,311 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $682,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $679,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $682,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $679,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $682,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,305 | ExcessRevenueOverExpensesAmt |
| Subtotal | $679,311 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $679,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $126,345 | GrossSalesPriceAmt |
| Cost Or Other Basis | $113,379 | CostOrOtherBasisAmt |
| Gain Or Loss | $12,966 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,966 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $353 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $353 | SubtotalAmt |
| Tax Based On Investment Income | $353 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $353 | 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 | DE | 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 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Austin Spivey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Cynthia Spivey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Eric W Spivey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Sanford Spivey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Sheridan Spivey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $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 | $721,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $741,935 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $741,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $730,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,540 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $353 | TotalTaxAmt |
| Distributable Before Adj | $36,187 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,187 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,950 | 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 | $26,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,952 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $26,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,952 | AppliedToYear1Amt |
| Applied To Current Year | $998 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $35,189 | 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 | Cynthia Spivey | ContributingManagerNm |
| Contributing Manager | Eric W Spivey | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL STARS HELPING KIDS INC | |||||||
| 4675 STEVENS CREEK BLVD STE 125 | SANTA CLARA | CA | 95051 | N/A | PC | General & Unrestricted | $250 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $250 |
| FOOD TANK THE THINK TANK FOR FOOD | |||||||
| 1915 BANK ST | BALTIMORE | MD | 21231 | N/A | PC | General & Unrestricted | $2,000 |
| GANNA WALSKA LOTUSLAND | |||||||
| 695 ASHLEY RD | SANTA BARBARA | CA | 93108 | N/A | PC | Charitable Event | $375 |
| JACQUES PEPIN FOUNDATION | |||||||
| PO BOX 28 | BARRINGTON | RI | 02806 | N/A | PC | Charitable Event | $1,000 |
| MOUNT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | Patricia and Herbert Pratt Family Healing Garden | $1,000 |
| MUSEUM OF CONTEMPORARY ART SANTA BARBARA INC | |||||||
| 653 PASEO NUEVO | SANTA BARBARA | CA | 93101 | N/A | PC | matching campaign | $250 |
| OUTWARD BOUND CALIFORNIA | |||||||
| PO BOX 29632 | SAN FRANCISCO | CA | 94129 | N/A | PC | Charitable Event | $200 |
| PACIFIC VISION FOUNDATION | |||||||
| 711 VAN NESS AVE STE 260 | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $5,000 |
| PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF CALI | |||||||
| 1100 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $250 |
| SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | |||||||
| PO BOX 689 PUEBLO AT BATH ST | SANTA BARBARA | CA | 93102 | N/A | PC | General & Unrestricted | $1,000 |
| SANTA BARBARA INTERNATIONAL FILM FESTIVAL INC | |||||||
| 1528 CHAPALA ST STE 203 | SANTA BARBARA | CA | 93101 | N/A | PC | Cinema Society | $275 |
| SF NEW DEAL | |||||||
| 2501 PHELPS ST | SAN FRANCISCO | CA | 94124 | N/A | PC | General & Unrestricted | $250 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | Charitable Event | $5,000 |
| ST ANDREWS PRESBYTERIAN CHURCH | |||||||
| 4575 AUHAY DR | SANTA BARBARA | CA | 93110 | N/A | PC | SAIL (Serving All in Love) | $200 |
| THE AMERICAN IRELAND FUND | |||||||
| 10 POST OFC SQ STE STE 120 | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $250 |
| THE DALMATIAN DREAMS FOUNDATION | |||||||
| 1528 CHAPALA ST STE 304 | SANTA BARBARA | CA | 93101 | N/A | PC | Flower Empower | $500 |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 595 COMMONWEALTH AVE W ENTRANCE | BOSTON | MA | 02215 | N/A | PC | BU Food & Wine 30th Anniversary | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,050 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,705 | 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 | $12,966 | 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 | $31,674 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,674 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $3,618 | $12,268 |
| ALPHABET INC CL C | $1,306 | $8,759 |
| AMER INTERNATIONAL GROUP INC | $15,727 | $18,362 |
| AMERISOURCEBERGEN CORP | $9,221 | $10,754 |
| BERKSHIRE HATHAWAY INC. CLASS | $12,170 | $22,260 |
| CISCO SYSTEMS INC | $12,172 | $16,558 |
| CITIGROUP INC | $10,233 | $12,949 |
| CNX RESOURCES CORP | $9,190 | $10,282 |
| CONSOL ENERGY, INC | $7,475 | $2,120 |
| DANAHER CORP | $1,865 | $9,996 |
| DISCOVERY INC (FORMERLY DISC C | $16,634 | $21,966 |
| DXC TECHNOLOGY COMPANY | $531 | $412 |
| EBS INCOME & APPRECIATION FUND | $83,938 | $85,157 |
| EBS INCOME FUND | $310,158 | $311,749 |
| FAIRFAX FINL HLDGS LTD | $14,012 | $11,592 |
| FORTIVE CORPORATION | $1,150 | $3,541 |
| GENERAL ELECTRIC CO | $13,819 | $10,800 |
| GOLDMAN SACHS GROUP | $8,319 | $14,768 |
| HARTFORD FINANCIALSERVICES GRO | $1,283 | $4,898 |
| HEWLETT PACKARD ENTERPRISE CO | $7,096 | $8,710 |
| JEFFERIES GROUP INC | $13,354 | $17,220 |
| JOHNSON & JOHNSON | $7,983 | $16,525 |
| KROGER CO | $7,933 | $9,592 |
| LABORATORY CORP AMER HLDGS | $7,288 | $10,992 |
| LOEWS CORP | $9,832 | $12,155 |
| MCKESSON CORP | $11,750 | $16,522 |
| MICROSOFT CORP | $7,613 | $20,907 |
| PERSPECTA INC | $80 | $193 |
| REPUBLIC SVCS INC | $2,132 | $9,630 |
| STEEL DYNAMICS INC | $6,919 | $12,351 |
| STRYKER CORPORATION | $3,343 | $12,252 |
| THERMO FISHER SCIENTIFIC INC | $631 | $7,918 |
| VONTIER CORPORATION | $199 | $668 |
| WALGREENS BOOTS ALLIANCE | $17,426 | $11,166 |
| WELLS FARGO & CO | $9,670 | $7,394 |
| XEROX HOLDINGS CORPORATION | $10,105 | $7,885 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,875 | $7,875 |
| STATE OR LOCAL FILING FEES | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $6,239 | Amt |
| Net Investment Income | $6,239 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Excise Tax for 2019 | $1,715 | |
| Foreign Tax Paid | $75 | $75 |