TYLER GILBERT HEART TRANSPLANT SURVIVOR S FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TYLER GILBERT HEART TRANSPLANT SURVIVOR S FOUNDATION (EIN 26-2000207)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-16
- IRS object ID
- 202131689349100753
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-16T07:52:59-05:00 | 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 | 262000207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tyler Gilbert Heart Transplant Survivor's | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TYLE | 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 | DANIEL LEIGH GILBERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL LEIGH | PersonFirstNm |
| Person Last | GILBERT | 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 | $1,816,662 | 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 | $97 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,922 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $112,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $326,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,948 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $991 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $991 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $143,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,958 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,551 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,827 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,455 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $208 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,142 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,783 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,969 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,783 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $101,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,175 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,766 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,900 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,900 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $866,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $950,476 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,735,002 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $18,384 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,760 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $928,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,030,760 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,816,662 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $928,801 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,030,760 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $928,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,030,760 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $928,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,030,760 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $928,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $101,959 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,030,760 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,030,760 | 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 | $326,808 | GrossSalesPriceAmt |
| Cost Or Other Basis | $213,860 | CostOrOtherBasisAmt |
| Gain Or Loss | $112,948 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $112,948 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,948 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,907 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,907 | SubtotalAmt |
| Tax Based On Investment Income | $1,907 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $407 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,907 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 |
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 | 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 |
| 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 | Daniel Leigh Gilbert | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,540,819 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,598,999 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,598,999 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,575,014 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,907 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,907 | TotalTaxAmt |
| Distributable Before Adj | $76,844 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,844 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,844 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,969 | 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 | $32,969 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,969 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,844 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $9,914 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $54,428 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $64,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,969 | QualifyingDistributionsAmt |
| Applied To Current Year | $32,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $43,875 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $43,875 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,467 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,467 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $20,467 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | 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 |
|---|---|---|---|---|---|---|---|
| FOODBANK OF SOUTHERN CALIFORNIA | |||||||
| 1444 SAN FRANCISCO AVE | LONG BEACH | CA | 90813 | N/A | PC | General & Unrestricted | $10,000 |
| OREGON FOOD BANK INC | |||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,922 | 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 | $112,948 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $42 |
| INCOME FROM BORROWED SECURITIES | 01 | $949 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $143,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,958 | 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 | Daniel Leigh Gilbert | PersonNm |
| Short Explanation | * DANIEL LEIGH GILBERT, DIRECTOR/PRESIDENT/SECRETARY OF TYLER GILBERT HEART TRANSPLANT SURVIVOR'S FOUNDATION (THE FOUNDATION), IS AN OWNER OF GILBERT VALUATIONS, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT and administrative services TO THE FOUNDATION. IN THE TAXABLE YEAR ENDING DECEMBER 31, 2020, THE FOUNDATION PAID $8,378 FOR THOSE SERVICES RENDERED AS REPORTED IN PART I, LINE 16C. THE FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHERS CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $11,758 | $95,537 |
| BERKSHIRE HATHAWAY INC. CLASS | $95,130 | $331,573 |
| COHEN & STEERS QLTY INCM RLTY | $61,810 | $124,749 |
| FREEPORT-MCMORAN COPPER & GOLD | $25,640 | $52,040 |
| GRAYSCALE BITCOIN TR BTC SHS A | $19,920 | $35,200 |
| INFRACAP REIT PREFERRED ETF | $40,737 | $45,226 |
| INVESCO PREFERRED ETF | $14,428 | $30,520 |
| ISHARES MORNINGSTAR SMALL VALU | $15,285 | $17,688 |
| ISHARES SILVER TRUST | $18,146 | $19,656 |
| LOOMIS SAYLES BOND FUND RETAIL | $49,985 | $50,416 |
| MARKET VECTORS - GOLD MINERS E | $40,088 | $55,471 |
| MICROSOFT CORP | $13,947 | $133,452 |
| MOTLEY FOOL GLBL OPPTY FD INVE | $30,819 | $42,635 |
| NOVARTIS AG ADR | $8,059 | $9,443 |
| OIL SVC HLDRS TR | $14,534 | $23,100 |
| PIMCO ENHANCED SHORT MATURITY | $55,413 | $55,644 |
| PRUDENTIAL HIGH YIELD FUND, IN | $58,420 | $59,504 |
| SCHWAB US TIPS | $99,582 | $107,523 |
| SELECT SECTOR SPDR ENERGY FUND | $30,814 | $26,891 |
| SPDR GOLD SHARES | $39,837 | $55,292 |
| VANGUARD DIVIDEND APPRECIATION | $48,738 | $123,012 |
| VANGUARD FTSE EMERGING MARKETS | $25,420 | $35,292 |
| VANGUARD GLOBAL MINIMUM VOL FU | $56,823 | $54,935 |
| VANGUARD INTL DIVDEND APPREC | $20,559 | $26,577 |
| VISA INC | $19,205 | $43,746 |
| WESCO INTL INC | $9,870 | $17,270 |
| WHEATON PRECIOUS METALS CORP | $25,509 | $62,610 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BROOKFIELD INFRASTRUCTURE PART | CategoryOrItemTxt |
| Book Value | $18,384 | BookValueAmt |
| EOYFMV | $19,760 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,117 | $11,117 | |
| Bank Charges | $1 | $1 | |
| K-1 Exp BROOKFIELD INFRASTRUCT | $23 | $23 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROOKFIELD INFRASTRUCTURE PARTNERS LP | $42 | $42 |
| income from borrowed securities | $949 | $949 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $1,827 | $1,827 | |
| Investment Management Services | $6,551 | $6,551 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $1,500 | |
| 990-PF Excise Tax for 2019 | $747 | |
| Foreign Tax Paid | $208 | $208 |