PEERY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: PEERY FOUNDATION (EIN 94-2460894)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-15
IRS object ID: 202133199349110318
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
Accounting Fees Schedule
Depreciation Schedule
Employee Compensation Expln
Investments Corp Stock Schedule
Investments Land Schedule2
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
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	942460894	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Peery Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	PEER	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	David Peery	PersonNm
Person Title	President	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	David	PersonFirstNm
Person Last	Peery	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	$47,777,308	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	$100	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$3,557	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,557	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$934,842	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$934,842	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$147,094	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$13,293,595	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$147,094	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$787,488	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$786,814	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,873,081	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,872,307	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss	$1,380,022	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$1,380,022	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$314,677	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$314,677	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$541	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$541	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$26,950	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$26,950	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$256,181	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$256,181	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$93	InterestRevAndExpnssAmt
Taxes Rev And Expnss	$112,912	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$11,464	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$8,043	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$33,084	OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl	$33,084	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$26,458	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$26,458	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$319	PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl	$319	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$174,507	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$4,255	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$170,252	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,333,787	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$15,719	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,208,484	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,390,590	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,390,590	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,724,377	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$15,719	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$3,599,074	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,851,296	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,856,588	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$552,061	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$257,353	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$257,353	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$33,423,582	CorporateStockBOYAmt
Corporate Stock EOY	$31,504,571	CorporateStockEOYAmt
Corporate Stock EOYFMV	$34,681,853	CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis	$1,830,000	InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY	$1,830,000	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$1,830,000	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$1,830,000	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$910,746	OtherInvestmentsBOYAmt
Other Investments EOY	$1,286,922	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$10,997,961	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$166,523	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$156,382	LandBldgEquipAccumDeprecAmt
Land BOY	$18,184	LandBOYAmt
Land EOY	$10,141	LandEOYAmt
Land EOYFMV	$10,141	LandEOYFMVAmt
Other Assets BOY	$5,210	OtherAssetsBOYAmt
Total Assets BOY	$36,739,783	TotalAssetsBOYAmt
Total Assets EOY	$34,888,987	TotalAssetsEOYAmt
Total Assets EOYFMV	$47,777,308	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$36,739,783	RetainedEarningBOYAmt
Retained Earning EOY	$34,888,987	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$36,739,783	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$34,888,987	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$36,739,783	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$34,888,987	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$36,739,783	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,851,296	ExcessRevenueOverExpensesAmt
Other Increases	$500	OtherIncreasesAmt
Subtotal	$34,888,987	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$34,888,987	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	$13,293,595	$13,135,189	$158,406	$158,406
Passthrough K1 Capital Gain/(Loss)			-$11,312

Field	Value	IRS element (for citing)
Capital Gain Net Income	$147,094	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$25,807	InvestmentIncomeExciseTaxAmt
Subtotal	$25,807	SubtotalAmt
Tax Based On Investment Income	$25,807	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$57,400	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$57,400	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$31,593	OverpaymentAmt
Applied To ES Tax	$31,593	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	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	CA	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	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 (6 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
David Peery
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Pres	20.0	$0	$0	$0
Dennis T Peery
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Sec, Dir	10.0	$0	$0	$0
Jason D Peery
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, Treas	1.0	$0	$0	$0
Jennifer L Peery
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, VP	1.0	$0	$0	$0
Mildred D Peery
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Dir, VP	1.0	$0	$0	$0
Richard T Peery
Foundation Source 501 Silverside Rd	Wilmington	DE	198091377	Chairman of the Board, Dir	1.0	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt
JESSAMYN LAU
501 SILVERSIDE RD STE 123	WILMINGTON	DE	19809	CO-CEO, EXEC DIR	40.0	$289,037	$47,495
AVANI PATEL
501 SILVERSIDE RD STE 123	WILMINGTON	DE	19809	PORT&TEAM DIR,CO-CEO	40.0	$259,673	$53,421
LEAH WILBERDING
501 SILVERSIDE RD STE 123	WILMINGTON	DE	19809	PEER RELATIONSHIP MG	40.0	$166,567	$17,644
NORA RAZON
501 SILVERSIDE RD STE 123	WILMINGTON	DE	19809	LOCAL PORTFOLIO MGR	40.0	$164,722	$14,925
LINDSEY PADJEN
501 SILVERSIDE RD STE 123	WILMINGTON	DE	19809	GLOBAL PORTFOLIO MGR	40.0	$149,587	$16,192

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	6	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
Catchafire
31 E 32nd St 3rd Floor	New York	NY	10016	Philanthropic	$105,000
Mighty Ally
5407A California Ave	Nashville	TN	37209	Philanthropic	$73,000
Foundation Source
55 Walls Drive 3rd Fl	Fairfield	CT	06824	Administrative	$76,400
Learning for Action
PO Box 411490	San Francisco	CA	94141	Philanthropic	$60,510

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	CAPACITY-BUILDING TRAINING -TRAINING OPPORTUNITIES FOR GRANTEES WITH THE PURPOSE OF INCREASING CAPACITY FOR LONG- TERM ORGANIZATIONAL SUSTAINABILITY	Description1Txt
Expenses1	$202,380	Expenses1Amt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$33,078,562	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$638,106	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$12,827,961	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$46,544,629	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$46,544,629	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$698,169	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$45,846,460	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,292,323	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,292,323	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$25,807	TaxBasedOnInvestmentIncomeAmt
Total Tax	$25,807	TotalTaxAmt
Distributable Before Adj	$2,266,516	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$500	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,267,016	DistributableBeforeDedAmt
Distributable As Adjusted	$2,267,016	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,599,074	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	$3,599,074	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$3,599,074	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,267,016	DistributableAsAdjustedAmt
Undistributed Income PY	$681,915	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Qualifying Distributions	$3,599,074	QualifyingDistributionsAmt
Applied To Year1	$681,915	AppliedToYear1Amt
Applied To Current Year	$2,267,016	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$650,143	RemainingDistriFromCorpusAmt
Total Corpus	$650,143	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$650,143	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$650,143	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	RICHARD T PEERY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ABSOLUTE RETURN FOR KIDS US INC
16 RYAN ST	SYOSSET	NY	11791	N/A	PC	STiR program	$500
AFRICAN SOUP INC
PO BOX 76644	ATLANTA	GA	30358	N/A	PC	General & Unrestricted	$600
ALL FIVE
5 REYNA PL	MENLO PARK	CA	94025	N/A	PC	General & Unrestricted	$550
ALL STUDENTS MATTER
PO BOX 384	MENLO PARK	CA	94026	N/A	PC	General & Unrestricted	$550
AMAL ACADEMY INC
10593 ROCK VIEW CT	AUBURN	CA	95602	N/A	PC	General & Unrestricted	$100,000
ASPIRE PUBLIC SCHOOLS
1001 22ND AVE STE 100	OAKLAND	CA	94606	N/A	PC	General & Unrestricted	$550
CANOPY
3921 E BAYSHORE RD	PALO ALTO	CA	94303	N/A	PC	General & Unrestricted	$20,000
CARMEL RIVER WATERSHED CONSERVANCY
225 CROSSROADS BLVD STE 322	CARMEL	CA	93923	N/A	PC	General & Unrestricted	$1,000
CENTER FOR EMPLOYMENT OPPORTUNITIES INC
50 BROADWAY 17TH FL	NEW YORK	NY	10004	N/A	PC	CEO's work in California	$100,000
CHRISTMAS BUREAU OF PALO ALTO
PO BOX 51874	PALO ALTO	CA	94303	N/A	PC	General & Unrestricted	$10,000
COLLEGE TRACK
117 BROADWAY AVE	OAKLAND	CA	94612	N/A	PC	General & Unrestricted	$550
COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC
1861 BAY RD	E PALO ALTO	CA	94303	N/A	PC	General & Unrestricted	$200,000
COMMUNITY LEGAL SERVICES IN EAST PALO ALTO INC
1861 BAY RD	E PALO ALTO	CA	94303	N/A	PC	capacity building project and general support	$52,500
COUNSELING AND SUPPORT SERVICES FOR YOUTH
544 VALLEY WAY	MILPITAS	CA	95035	N/A	PC	General & Unrestricted	$200,000
COUNSELING AND SUPPORT SERVICES FOR YOUTH
544 VALLEY WAY	MILPITAS	CA	95035	N/A	PC	Capacity building project to update electronic health records system	$50,000
CYCLE CONNECT INC
244 5TH AVE STE D222	NEW YORK	NY	10001	N/A	PC	General & Unrestricted	$550
D-REV DESIGN FOR THE OTHER NINETY PERCENT
695 MINNESOTA ST	SAN FRANCISCO	CA	94107	N/A	PC	General & Unrestricted	$550
DREAM CATCHERS INC
PO BOX 60902	PALO ALTO	CA	94306	N/A	PC	General & Unrestricted	$550
EASTSIDE COLLEGE PREPARATORY SCHOOL INC
1041 MYRTLE ST	E PALO ALTO	CA	94303	N/A	PC	General & Unrestricted	$100,000
EDUCATE
PO BOX 12302	DENVER	CO	80212	N/A	PC	General & Unrestricted	$550
FRIENDS OFRAISING THE VILLAGE INCORPORATED
511 AVE OF THE AMERICAS	NEW YORK	NY	10011	N/A	PC	Raising the Village program	$100,000
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1725 DESALES ST NW STE 404	WASHINGTON	DC	20036	N/A	PC	General & Unrestricted	$3,590
HACK THE HOOD INC
439 INTERNATIONAL BLVD STE 1	OAKLAND	CA	94606	N/A	PC	General & Unrestricted	$550
HOOVER INSTITUTION -STANFORD UNIVERSITY
434 GALVEZ MALL STANFORD UNIVERSI	STANFORD	CA	94305	N/A	PC	General & Unrestricted	$10,000
ILEAP
PO BOX 15308	SEATTLE	WA	98115	N/A	PC	Perennial Leadership Fiscal Sponsor fund	$78,000
ILEAP
PO BOX 15308	SEATTLE	WA	98115	N/A	PC	Perennial Leadership Fiscal Sponsor fund	$32,500
KIPP BAY AREA SCHOOLS
1000 BROADWAY STE 460	OAKLAND	CA	94607	N/A	PC	General & Unrestricted	$550
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROW	MONTEREY	CA	93940	N/A	PC	General & Unrestricted	$2,500
MUSO INC
3254 19TH ST 2ND FL	SAN FRANCISCO	CA	94110	N/A	PC	General & Unrestricted	$550
NEW TEACHER CENTER
1205 PACIFIC AVE	SANTA CRUZ	CA	95060	N/A	PC	General & Unrestricted	$550
SAN FRANCISCO FORTY-NINERS ACADEMY
2695 FORDHAM ST	E PALO ALTO	CA	94303	N/A	PC	General & Unrestricted	$550
SCRIPTED INC
85 BROAD ST 17TH FL	NEW YORK	NY	10004	N/A	PC	General & Unrestricted	$550
SILICON VALLEY COMMUNITY FOUNDATION
2440 W EL CAMINO REAL STE 300	MOUNTAIN VIEW	CA	94040	N/A	PC	Palo Alto Weekly Program	$10,000
SMILE & OLIVE FOUNDATION
2407 15TH ST NW APT 403	WASHINGTON	DC	20009	N/A	PC	General & Unrestricted	$600
St Johns High School
360 S REDSKIN DR	St Johns	AZ	85936	N/A	GOV	DeWitt Scholarship fund	$10,000
STARVISTA
610 ELM ST STE 212	SAN CARLOS	CA	94070	N/A	PC	general support and Menlo Atherton Case Management program	$100,000
STREET BUSINESS SCHOOL
PO BOX 370	NIWOT	CO	80544	N/A	PC	General & Unrestricted	$100,000
SUNNYVALE COMMUNITY SERVICES
725 KIFER RD	SUNNYVALE	CA	94086	N/A	PC	General & Unrestricted	$100,000
THE BOMA PROJECT INC
PO BOX 1865	MANCHESTR CTR	VT	05255	N/A	PC	General & Unrestricted	$550
UPAYA SOCIAL VENTURES
500 YALE AVE N STE 202	SEATTLE	WA	98109	N/A	PC	General & Unrestricted	$550

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,390,590	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	$3,557	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$934,842	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	$147,094	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
Exclusion	14	ExclusionCd
Exclusion	$787,488	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,872,981	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,872,981	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Audit Fees	$20,000	$20,000
Tax Return Preparation/Review	$6,950	$6,950

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (53 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Computation MethodComputationMethodTxt	Adjusted Net IncomeAdjustedNetIncomeAmt	Prior Year DepreciationPriorYearDepreciationAmt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt
LAND - EL DORADO	2006-03-29	$1,830,000	L	$0
COMPUTER(DATABASE)	2011-12-06	$7,113	SL	$0	$7,113	5
COMPUTER-IMAC-CEEC	2011-07-22	$1,450	SL	$0	$1,450	5
COMPUTER-IMAC-DAVE	2011-07-26	$2,175	SL	$0	$2,175	5
COMPUTER-IMAC-JESS	2011-07-22	$1,550	SL	$0	$1,550	5
COMP (IPAD - CONF)	2017-02-01	$1,263	SL	$0	$1,058	5	$98
COMPUTER-LMAC 27"	2015-10-14	$2,064	SL	$0	$2,026	5	$38
COMPUTER-MACBK AIR	2013-10-22	$1,744	SL	$0	$1,744	5
COMPUTER-NORTEL SW	2012-06-08	$3,005	SL	$0	$3,005	5
COMPUTER-SCANSNAP2	2011-07-19	$838	SL	$0	$838	5
COMPUTER (TELCO)	2012-06-08	$4,143	SL	$0	$4,143	5
COMP (TV FOR CONF)	2017-01-25	$791	SL	$0	$663	5	$62
COMPUTER	2009-06-19	$1,548	SL	$0	$1,548	5
13" MACBOOK AIR	2018-06-21	$1,180	SL	$0	$264	5	$264
IMAC - CONF ROOM	2014-04-28	$2,129	SL	$0	$2,129	5
MACBK AIR-J MORRIS	2014-12-17	$1,748	SL	$0	$1,748	5
MACBK AIR-JESSAMYN	2015-06-09	$1,416	SL	$0	$1,372	5	$44
MACBK AIR-JOCELYN	2016-04-25	$1,338	SL	$0	$1,228	5	$84
MACBK AIR-NATALIA	2016-07-28	$1,551	SL	$0	$1,415	5	$86
PRINTER	2010-11-18	$929	SL	$0	$929	5
4 POLYCOM PHONES	2013-02-27	$1,460	SL	$0	$1,460	5
KITCHEN HVAC	2017-05-12	$4,782	SL	$0	$4,578	7	$204
3 NESTING TABLES	2012-07-19	$522	SL	$0	$522	7
KNOLL CHADW CHAIRS	2011-07-18	$2,165	SL	$0	$2,165	7
CHAIR	2012-11-19	$854	SL	$0	$854	7
CHAIRS & END TABLE	2017-01-03	$952	SL	$0	$719	7	$58
CHAIRS	2017-01-27	$1,781	SL	$0	$1,343	7	$108
COAT RACK	2012-04-24	$293	SL	$0	$293	7
COFFEE TABLE	2012-07-19	$745	SL	$0	$745	7
CONF TABLE &CHAIRS	2017-03-30	$14,783	SL	$0	$11,121	7	$863
COUCH	2012-07-19	$1,256	SL	$0	$1,256	7
DESK LAMP	2013-03-19	$239	SL	$0	$233	7	$6
END TABLE	2017-01-03	$586	SL	$0	$443	7	$36
FLOOR LAMP	2012-06-20	$379	SL	$0	$379	7
FUTISU MINI SPLIT	2011-07-12	$7,275	SL	$0	$7,275	7
GLASS WHITE BOARD	2011-11-01	$1,894	SL	$0	$1,894	7
LIGHT FIXTURE	2012-09-21	$706	SL	$0	$702	7	$4
FURNITURE (MISC.)	2012-07-19	$367	SL	$0	$367	7
MIX WOOD CREDENZA	2013-06-17	$2,700	SL	$0	$2,586	7	$114
PLATFORM BENCH	2012-06-20	$781	SL	$0	$781	7
POLYCOM PHONE	2013-08-30	$228	SL	$0	$228	7
SIDE TABLE	2012-02-16	$231	SL	$0	$231	7
WHTE LAM REC TABLE	2014-02-21	$2,396	SL	$0	$2,111	7	$250
5 OFFICE WORKSTATN	2017-01-18	$30,391	SL	$0	$22,870	7	$1,857
CITYSAC CHAIRS (2)	2016-12-16	$916	SL	$0	$756	7	$40
WHITE VINYL CHAIRS	2014-03-05	$1,166	SL	$0	$1,096	7	$60
OFF IMP-DOOR&HARDW	2016-12-14	$1,700	SL	$0	$1,609	15	$91
OFF IMP-EL TO HVAC	2016-12-14	$1,750	SL	$0	$1,656	15	$94
KITCHEN CABS/CNTRS	2018-01-01	$12,600	SL	$0	$10,890	39	$1,710
OFF IMP-MINI AC	2016-09-15	$4,984	SL	$0	$4,717	15	$267
OFFICE IMP - SOUND	2016-12-14	$10,500	SL	$0	$9,938	15	$562
OFF IMP-THERM INST	2016-03-21	$1,900	SL	$0	$1,798	15	$102
OFFICE IMPROVEMENT	2011-07-12	$15,266	SL	$0	$14,325	15	$941

Employee Compensation Expln EmployeeCompensationExpln

Employee Comp Explanation EmployeeCompExplanationGrp (5 entries)

EmployeeEmployeeNm	ExplanationExplanationTxt
JESSAMYN LAU	*REMOVED FROM FOUNDATION IN 2020
AVANI PATEL	*REMOVED FROM FOUNDATION IN 2020
LEAH WILBERDING	*REMOVED FROM FOUNDATION IN 2020
NORA RAZON	*REMOVED FROM FOUNDATION IN 2020
LINDSEY PADJEN	*REMOVED FROM FOUNDATION IN 2020

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PAYDEN EMERGING MARKETS CORPOR	$2,418,685	$2,495,135
PAYDEN EQUITY INCOME FUND SI C	$16,268,230	$19,476,666
PAYDEN GLOBAL SHORT BOND FUND-	$3,102,302	$3,174,135
PAYDEN HIGH INCOME FUND CLASS	$5,211,854	$5,125,351
PAYDEN LOW DURATION FUND	$1,174,415	$1,173,235
PAYDEN U.S. GOVERNMENT FUND	$3,329,085	$3,237,331

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

Field	Value	IRS element (for citing)
Category Or Item	LAND - EL DORADO	CategoryOrItemTxt
Cost Or Other Basis	$1,830,000	CostOrOtherBasisAmt
Book Value	$1,830,000	BookValueAmt
EOYFMV	$1,830,000	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
H. TAYLOR PEERY JOINT VENTURE	$15,092	$172,961
PEERY/MARRIOTT/PEERY FOUNDATIO	$1,271,830	$10,825,000

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (52 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
COMPUTER(DATABASE)	$7,113	$7,113
COMPUTER-IMAC-CEEC	$1,450	$1,450
COMPUTER-IMAC-DAVE	$2,175	$2,175
COMPUTER-IMAC-JESS	$1,550	$1,550
COMP (IPAD - CONF)	$1,263	$1,156	$107	$107
COMPUTER-LMAC 27"	$2,064	$2,064
COMPUTER-MACBK AIR	$1,744	$1,744
COMPUTER-NORTEL SW	$3,005	$3,005
COMPUTER-SCANSNAP2	$838	$838
COMPUTER (TELCO)	$4,143	$4,143
COMP (TV FOR CONF)	$791	$725	$66	$66
COMPUTER	$1,548	$1,548
13" MACBOOK AIR	$1,180	$528	$652	$652
IMAC - CONF ROOM	$2,129	$2,129
MACBK AIR-J MORRIS	$1,748	$1,748
MACBK AIR-JESSAMYN	$1,416	$1,416
MACBK AIR-JOCELYN	$1,338	$1,312	$26	$26
MACBK AIR-NATALIA	$1,551	$1,501	$50	$50
PRINTER	$929	$929
4 POLYCOM PHONES	$1,460	$1,460
KITCHEN HVAC	$4,782	$4,782
3 NESTING TABLES	$522	$522
KNOLL CHADW CHAIRS	$2,165	$2,165
CHAIR	$854	$854
CHAIRS & END TABLE	$952	$777	$175	$175
CHAIRS	$1,781	$1,451	$330	$330
COAT RACK	$293	$293
COFFEE TABLE	$745	$745
CONF TABLE &CHAIRS	$14,783	$11,984	$2,799	$2,799
COUCH	$1,256	$1,256
DESK LAMP	$239	$239
END TABLE	$586	$479	$107	$107
FLOOR LAMP	$379	$379
FUTISU MINI SPLIT	$7,275	$7,275
GLASS WHITE BOARD	$1,894	$1,894
LIGHT FIXTURE	$706	$706
FURNITURE (MISC.)	$367	$367
MIX WOOD CREDENZA	$2,700	$2,700
PLATFORM BENCH	$781	$781
POLYCOM PHONE	$228	$228
SIDE TABLE	$231	$231
WHTE LAM REC TABLE	$2,396	$2,361	$35	$35
5 OFFICE WORKSTATN	$30,391	$24,727	$5,664	$5,664
CITYSAC CHAIRS (2)	$916	$796	$120	$120
WHITE VINYL CHAIRS	$1,166	$1,156	$10	$10
OFF IMP-DOOR&HARDW	$1,700	$1,700
OFF IMP-EL TO HVAC	$1,750	$1,750
KITCHEN CABS/CNTRS	$12,600	$12,600
OFF IMP-MINI AC	$4,984	$4,984
OFFICE IMP - SOUND	$10,500	$10,500
OFF IMP-THERM INST	$1,900	$1,900
OFFICE IMPROVEMENT	$15,266	$15,266

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Document Review/Drafting	$222	$222
General Consultations	$319	$319

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$76,400	$76,400
Bank Charges	$230		$230
Computers/Electronic Devices	$1,285	$1,285
Equipment Maintenance	$324	$324
Equipment/Furniture Purchase	$1,947	$1,947
Foundation Dues & Memberships	$4,000	$4,000
Insurance Premiums	$24		$24
DIGITIAL SUBSCRIPTIONS	$5,604	$5,604
Office & Supplies	$7,208	$7,208
CREDIT CARD FEES	$141	$141
Payroll Processing Fees	$45,952	$45,952
Postage/Delivery Service	$907	$907
Property Maintenance	$4,001		$4,001
State or Local Filing Fees	$160	$160
TRAINING & PROF DEVELOPMENT	$25,690	$25,690
Website Hosting/Support	$634	$634

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss H. TAYLOR PEERY JOINT VENTURE I	$2,097	$2,097
K-1 Inc/Loss PEERY/MARRIOTT/PEERY FOUNDATION	$785,391	$784,717

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	RETURNED GRANTS	Desc
Amt	$500	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Philanthropic Consulting Srvcs	$66,210	$66,210
CAPACITY BUILDING TRAINING DCA	$186,000	$186,000
ADMINISTRATIVE SERVICES	$3,971	$3,971

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2020	$24,900
990-PF Extension for 2019	$76,548
Property Taxes	$11,464	$11,464