THE NELL NEWMAN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE NELL NEWMAN FOUNDATION INC (EIN 27-1972605)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-21
- IRS object ID
- 202031429349100743
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T13:58:03-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941668792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRINOVICH PUGH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST SANTA CLARA ST 800 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951131716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271972605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NELL NEWMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NELL | BusinessNameControlTxt |
| Phone | 8313164574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3263 | AddressLine1Txt |
| City | SANTA CRUZ | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD JAMES COX | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8313164574 | PhoneNum |
| Signature | 2020-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DOOLIN | PreparerPersonNm |
| PTIN | P00768562 | PTIN |
| Phone | 4082877911 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.236.90.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-21 | IPDt |
| IP Tm | 11:57:52 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 217C16F4B0D940C54CCF713A35B92B69E0093937 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CD9C89B9F0D207A6F23E85C4DA2B44E9ED76611 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,738,444 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $688 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $688 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,808 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,808 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $593,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,484 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,080 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,980 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,365 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $668 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,697 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,195 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,705 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $99,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,516 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,808 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,489 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,212 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,212 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,935 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,225 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $136,327 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $660,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $660,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $821,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $796,827 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$783,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,571 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $172,168 | CashBOYAmt |
| Cash EOY | $124,037 | CashEOYAmt |
| Cash EOYFMV | $124,037 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,577 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,577 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,253,264 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,231,830 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,231,830 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,460,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,738,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,738,444 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,455 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,315 | AccountsPayableEOYAmt |
| Grants Payable EOY | $5,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $7,455 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,315 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,453,035 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,725,129 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,453,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,725,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,460,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,738,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,453,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$783,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55,739 | OtherIncreasesAmt |
| Subtotal | $1,725,129 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,725,129 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB SHORT TERM GAIN | P | 2018-07-02 | 2019-06-13 | $553,650 | $550,935 | $2,715 | $2,715 |
| SCHWAB LONG TERM GAIN | P | 2018-07-02 | 2019-12-05 | $40,222 | $37,453 | $2,769 | $2,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,484 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $594,520 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,713,911 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.219064 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $117,202 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $89,703 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.306556 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,784 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $84,059 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.222760 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,228 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,921 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.320970 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $261,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $275,759 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.948382 | DistributionYr5Rt |
| Total Distribution | 5.017732 | TotalDistributionRt |
| Average Distribution | 1.003546 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,912,674 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,919,456 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $146 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,919,602 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $796,827 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $509 | OverpaymentAmt |
| Applied To ES Tax | $509 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NELLNEWMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NELL NEWMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8313164574 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O MAIJA WEST 883 ABREGO ST | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ELINOR T NEWMAN | ||||||||
| PO BOX 2697 | SANTA CRUZ | CA | 95063 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT SCOWCROFT | ||||||||
| 142 HAMMOND AVENUE | SANTA CRUZ | CA | 95062 | SECRETARY | 3.00 | $0 | $0 | $0 |
| EDWARD JAMES COX | ||||||||
| 10213 STONE BRIAR COURT | LAS VEGAS | NV | 89144 | TREASURER | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAW OFFICE OF MAIJA WEST PC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222503 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL AND ADMINISTRATIVE | ServiceTypeTxt |
| Compensation | $91,804 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,733,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $208,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,941,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,941,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,912,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $291 | TotalTaxAmt |
| Distributable Before Adj | $95,343 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,343 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $95,343 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $796,827 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $796,827 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $796,827 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,343 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $247,737 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,532 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,581 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $112,717 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $459,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $987,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $796,827 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,343 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $701,484 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,688,537 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $247,737 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,440,800 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,532 | ExcessFromYear4Amt |
| Excess From Year3 | $98,581 | ExcessFromYear3Amt |
| Excess From Year2 | $112,717 | ExcessFromYear2Amt |
| Excess From Year1 | $459,486 | ExcessFromYear1Amt |
| Excess From Current Year | $701,484 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELINOR T NEWMAN | ContributingManagerNm |
| Contributing Manager | EDWARD JAMES COX | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd | CityRecipientForeignAddress/CityNm | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION COUNCIL OF MONTEREY COUNTY | |||||||||||
| 295 MAIN STREET STE 500 | SALINAS | CA | 93901 | N/A | PC | IMMIGRATION TASK FORCE | $2,500 | ||||
| ALASKA MARINE CONSERVATION COUNCIL | |||||||||||
| PO BOX 101145 | ANCHORAGE | AK | 99510 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| ALLIED MEDIA PROJECTS | |||||||||||
| 1426 THIRD AVENUE | DETROIT | MI | 48201 | N/A | PC | DIGITAL DIALOGUES IS A PROJECT OF DECOLONIZING WEALTH | $15,000 | ||||
| AUSCHWITZ INSTITUTE FOR PEACE AND RECONCILIATION | |||||||||||
| 2 WEST 45TH STREET STE 1602 | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT | $2,500 | ||||
| BETTER ANGELS PROJECT INC | |||||||||||
| PO BOX 363 | LINDSBORG | KS | 67456 | N/A | PC | WOMEN FOR KANSAS | $5,000 | ||||
| CENTER FOR RURAL AFFAIRS | |||||||||||
| PO BOX 136 | LYONS | NE | 68038 | N/A | PC | NATIONAL SUSTAINABLE AGRICULTURE COALITION | $10,000 | ||||
| COMMUNITY PARTNERS | |||||||||||
| 1000 NORTH ALAMEDA STREET STE 240 | LOS ANGELES | CA | 90012 | N/A | PC | LOS ANGELES FOOD POLICY COUNCIL (GENERAL SUPPORT) | $5,000 | ||||
| COOK INLETKEEPER | |||||||||||
| 3734 BEN WALTERS LANE | HOMER | AK | 99603 | N/A | PC | GENERAL SUPPORT | $20,000 | ||||
| CORPORATE ACCOUNTABILTY - REAL FOOD MEDIA | |||||||||||
| 10 MILK STREET STE 610 | BOSTON | MA | 02108 | N/A | PC | REAL FOOD MEDIA PROJECT | $5,000 | ||||
| DOCUMENTARY EDUCATIONAL RESOURCES INC | |||||||||||
| 108 WATER STREET 5A | WATERTOWN | MA | 02472 | N/A | PC | TRIBES ON THE EDGE FILM SCREENING IN MONTEREY COUNTY | $1,000 | ||||
| EARTHWORKS | |||||||||||
| 1612 K STREET NW STE 904 | WASHINGTON | DC | 20006 | N/A | PC | ARO WORKING GROUP PROJECT | $55,000 | ||||
| ECOLOGICAL FARMING ASSOCIATION | |||||||||||
| 2901 PARK AVENUE STE D-2 | SOQUEL | CA | 95073 | N/A | PC | ECOFARM SCHOLARSHIP FUND [IN HONOR OF TOM MELLO] | $2,000 | ||||
| ECOTRUST (SALMON NATION) | |||||||||||
| 721 NW 9TH AVENUE STE 200 | PORTLAND | OR | 97209 | N/A | PC | SALMON NATION | $20,000 | ||||
| ENVIROMENT AND HUMAN HEALTH (EHH) | |||||||||||
| 1191 RIDGE ROAD | NORTH HAVEN | CT | 06473 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| EQUAL JUSTICE INITIATIVE | |||||||||||
| 112 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | THE LEGACY MUSEUM OF EJI | $2,500 | ||||
| ESSELEN TRIBE OF MONTEREY COUNTY | |||||||||||
| PO BOX 95 | CARMEL VALLEY | CA | 93924 | N/A | PC | GENERAL SUPPORT | $2,500 | ||||
| FAMILY SERVICE AGENCY OF THE CENTRAL COAST | |||||||||||
| 104 WALNUT AVENUE STE 208 | SANTA CRUZ | CA | 95060 | N/A | PC | SUICIDE PREVENTION SERVICES | $2,500 | ||||
| FARM AID INC | |||||||||||
| 501 CAMBRIDGE STREET THIRD FLOOR | CAMBRIDGE | MA | 02141 | N/A | PC | GENERAL SUPPORT | $10,000 | ||||
| FARM COMMONS | |||||||||||
| 302 W AUSTIN STREET | DULUTH | MN | 55803 | N/A | PC | GENERAL SUPPORT | $10,000 | ||||
| FOOD 4 FARMERS | |||||||||||
| 523 ISHAM ROAD | HINESBURG | VT | 05461 | N/A | PC | TRANSFARMATION PROJECT | $20,000 | ||||
| FOOD AND ENVIRONMENT REPORTING NETWORK | |||||||||||
| 576 FIFTH AVENUE STE 903 | NEW YORK | NY | 10036 | N/A | PC | GENERAL SUPPORT AND LISA HAMILTON BOOK PROJECT | $15,000 | ||||
| FOODWHAT INCORPORATED | |||||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95060 | N/A | PC | GENERAL SUPPORT | $15,000 | ||||
| KANSAS RURAL CENTER | |||||||||||
| 4021 SW 10TH STREET 337 | TOPEKA | KS | 66604 | N/A | PC | GENERAL SUPPORT | $15,000 | ||||
| KANSAS SAMPLER FOUNDATION INC | |||||||||||
| 978 ARAPAHO ROAD | INMAN | KS | 67546 | N/A | PC | GENERAL SUPPORT | $15,000 | ||||
| MAIDU SUMMIT CONSORTIUM | |||||||||||
| PO BOX 682 | CHESTER | CA | 96020 | N/A | PC | TASMAM KOJOM (HUMBUG VALLEY) STEWARDSHIP PROJECT | $2,500 | ||||
| MARIPOSA DR FOUNDATION | |||||||||||
| 421 N AURORA STREET | ITHACA | NY | 14850 | N/A | PC | GENERAL SUPPORT | $10,000 | ||||
| MENDING THE SACRED HOOP | |||||||||||
| 202 W 2ND STREET | DULUTH | MN | 55802 | N/A | PC | TO USE WHERE THEY SEE THE GREATEST NEED | $2,500 | ||||
| MOTHER JONES | |||||||||||
| 222 SUTTER STREET 6TH FLOOR | SAN FRANCISCO | CA | 94108 | N/A | PC | GENERAL SUPPORT | $25,000 | ||||
| NEO PHILANTHROPY INC | |||||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | ABORTION ACCESS FRONT | $2,500 | ||||
| NORTHEAST ORGANIC FARMING ASSOCIATION (NOFA) | |||||||||||
| 411 SHELDON ROAD | BARRE | MA | 01005 | N/A | PC | THE NATURAL FARMER | $2,500 | ||||
| OCCIDENTAL ARTS AND ECOLOGY CENTER | |||||||||||
| 15290 COLEMAN VALLEY RD | OCCIDENTAL | CA | 95465 | N/A | PC | GENERAL SUPPORT FOR CALIFORNIA CLIMATE AND AGRICULTURAL NETWORK | $10,000 | ||||
| OFEIG NATTURUVERND | |||||||||||
| N/A | PC | WESTFJORDS PROJECT IN ICELAND AND GENERAL SUPPORT | $60,000 | LINDARGATA XXX-XX-XXXX REYKJAVIK | IC | ||||||
| ORGANIC FARMING RESEARCH FOUNDATION | |||||||||||
| PO BOX 440 | SANTA CRUZ | CA | 95061 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| ORGANIC SEED ALLIANCE | |||||||||||
| PO BOX 772 | PORT TOWNSEND | WA | 98368 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| PACIFIC REPERTORY THEATRE | |||||||||||
| PO BOX 222035 | CARMEL | CA | 93922 | N/A | PC | EDUCATION AND OUTREACH PROJECT | $2,500 | ||||
| PAJARO VALLEY PREVENTION AND STUDENT ASSISTANCE INC | |||||||||||
| 335 E LAKE AVENUE | WATSONVILLE | CA | 95076 | N/A | PC | AZTECA YOUTH SOCCER ACADEMY | $2,500 | ||||
| PEACOCK ACRES INC | |||||||||||
| 830 PARK ROW | SALINAS | CA | 93901 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| PLANET WALK | |||||||||||
| PO BOX 24 | INVERNESS | CA | 94937 | N/A | PC | JOHN FRANCIS AND PLANET WALK PROJECT | $10,000 | ||||
| PLANNED PARENTHOOD OF THE ST LOUIS REGION AND SOUTHWEST MISSOURI | |||||||||||
| 4251 FOREST PARK AVENUE | ST LOUIS | MO | 63108 | N/A | PC | GENERAL SUPPORT FOR REPRODUCTIVE HEALTH SERVICES FOR LEGAL SAFE ABORTION CARE | $20,000 | ||||
| PRESERVATION PENNSYLVANIA | |||||||||||
| 257 NORTH STREET | HARRISBURG | PA | 17101 | N/A | PC | CARLISLE INDIAN SCHOOL FARMHOUSE COALITION | $2,500 | ||||
| QQS PROJECTS SOCIETY | |||||||||||
| N/A | PC | GENERAL SUPPORT | $10,000 | PO BOX 786 | CA | BELLA BELLA | V0T 1Z0 | ||||
| RISING WORLD INC | |||||||||||
| 300 POTRERO STREET | SANTA CRUZ | CA | 95060 | N/A | PC | SAFE AND SOUND PROGRAM | $5,000 | ||||
| RON FINLEY PROJECT | |||||||||||
| PO BOX 3664 | BEVERLY HILLS | CA | 90210 | N/A | PC | DAFUNCTION EVENT AND GENERAL SUPPORT ($15K EACH) | $30,000 | ||||
| SOBERMIUT REVIVING OUR SPIRIT INC | |||||||||||
| 1420 CORDOVA STREET | ANCHORAGE | AK | 99501 | N/A | PC | SPONSORING PROJECT FOR DAVID MICHAEL KARABELNIKOFF DIGITAL DIALOGUES PROJECT | $5,000 | ||||
| SOUL FIRE FARM INSTITUTE INC | |||||||||||
| 1972 NY HWY 2 | PETERSBURG | NY | 12138 | N/A | PC | GENERAL SUPPORT | $2,500 | ||||
| SOUTH CAROLINA WOMEN'S RIGHTS AND EMPOWERMENT NETWORK | |||||||||||
| 1201 MAIN STREET STE 320 | COLUMBIA | SC | 29201 | N/A | PC | GENERAL SUPPORT | $18,000 | ||||
| SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION INC | |||||||||||
| 1216 DAWSON ROAD STE 108 | ALBANY | GA | 31707 | N/A | PC | GENERAL SUPPORT | $10,000 | ||||
| SUSTAINABLE AGRICULTURE & FOOD SYSTEMS FUNDERS | |||||||||||
| 601 E ARRELLAGA STREET STE 101 | SANTA BARBARA | CA | 93103 | N/A | PC | NASDA PROJECT AND RESTRICTED POLICY PROGRAM SUPPORT | $11,000 | ||||
| SUSTAINABLE MARKETS FOUNDATION | |||||||||||
| 45 WEST 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | CIVIL EATS PROJECT | $25,000 | ||||
| TASK 4 U&ME FOUNDATION INC | |||||||||||
| 139 GRAND AVENUE APT 6 | PACIFIC GROVE | CA | 93950 | N/A | PC | NICARAGUA PROJECT | $2,500 | ||||
| THE ASSOCIATION FOR THE INTEGRATION OF THE WHOLE PERSON | |||||||||||
| 1331 VISTA MORADA | SANTA FE | NM | 88506 | N/A | PC | INSIGHTNEWMEXICO OF AIWP | $10,000 | ||||
| THE ENTRADA INSTITUTE | |||||||||||
| PO BOX 750217 70 SOUTH 200 WEST | TORREY | UT | 84775 | N/A | PC | THE CORNER POST FUND | $7,500 | ||||
| THE MIAMI FOUNDATION | |||||||||||
| 40 NW 3RD STREET STE 305 | MIAMI | FL | 33128 | N/A | PC | MIAMI HERALD INVESTIGATIVE JOURNALISM FUND | $2,500 | ||||
| UC REGENTS SANTA CRUZ CENTER FOR AGROECOLOGY & SUSTAINABLE FOOD SYSTEMS | |||||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95060 | N/A | PC | ORGANIC GROWERS GUIDE SERIES TRANSLATED TO SPANISH | $6,000 | ||||
| THE SIERRA FUND | |||||||||||
| 103 PROVIDENCE MINE ROAD STE 101 | NEVADA CITY | CA | 95959 | N/A | PC | GENERAL SUPPORT | $10,000 | ||||
| THE TIM BRAUCH FOUNDATION INC | |||||||||||
| PO BOX 1807 | SOQUEL | CA | 95073 | N/A | PC | FRESH WALLS PROJECT | $10,000 | ||||
| THE YES LAB INC | |||||||||||
| 20 COOPER SQUARE | NEW YORK | NY | 10003 | N/A | PC | 2019 MOTHER F-ER AWARDS PROJECT | $50,000 | ||||
| TIDES CENTER | |||||||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | NESAWG FALL CONFERENCE SCHOLARSHIP | $5,000 | ||||
| WONDER WOOD RANCH | |||||||||||
| 8100 WILD HORSE ROAD | PRUNEDALE | CA | 93907 | N/A | PC | HORSES & HEROES | $2,500 | ||||
| WORLDWIDE INDIGENOUS SCIENCE NETWORK | |||||||||||
| 573 WAINEE STREET | LAHAINA | HI | 96761 | N/A | PC | COMMUNITY EMPOWERMENT PROJECT | $2,500 | ||||
| KRISTI HOUSE INC | |||||||||||
| 1265 NW 12 AVENUE | MIAMI | FL | 33136 | N/A | PC | GENERAL SUPPORT | $2,500 | ||||
| PESTICIDE ACTION NETWORK | |||||||||||
| 2029 UNIVERSITY AVENUE STE 200 | BERKELEY | CA | 94704 | N/A | PC | GENERAL SUPPORT | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $660,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $688 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,808 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,484 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,980 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,900 | Amt |
| Net Investment Income | $1,195 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,705 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | FMV | $1,228,594 | $1,228,594 |
| INVESTMENT INCOME RECEIVABLE | FMV | $3,236 | $3,236 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,365 | LegalFeesAmt |
| Net Investment Income | $668 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,697 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $30 | $30 | $0 |
| BOARD EXPENSES | $2,394 | $0 | $2,394 |
| DUES & SUBSCRIPTIONS | $4,857 | $0 | $4,857 |
| FEES AND PERMITS | $63 | $0 | $63 |
| INTERNET & WEBSITE | $410 | $0 | $410 |
| MEMBERSHIP FEES | $6,955 | $0 | $6,955 |
| OFFICE SUPPLIES | $226 | $0 | $226 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $55,739 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $2,450 | $0 | $2,450 |
| PROFESSIONAL FEES | $79,324 | $3,966 | $75,358 |
| INVESTMENT MANAGEMENT FEES | $17,550 | $17,550 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,489 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |