THE MICHAEL V AND PATRICIA G PRENTI SS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MICHAEL V AND PATRICIA G PRENTI SS FOUNDATION (EIN 75-2255757)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202033159349102163
- 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 Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T17:16:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752257801 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robison & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8226 Douglas Ave Suite 709 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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 | 752255757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Prentiss Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PREN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7046 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752097046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mike Prentiss | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2143613933 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Valerie J Dutcher CPA | PreparerPersonNm |
| PTIN | P01315223 | PTIN |
| Phone | 2145531031 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.215.66.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 18:11:35 | IPTm |
| Federal Original Submission Id | 7516582020315dljkivy | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3D2387EC0AA8F6B3A36CDAA9AA26889E3BC17DB5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D2387EC0AA8F6B3A36CDAA9AA26889E3BC17DB5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,076,002 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,544 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,544 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,180 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,440 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $32,232 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $33,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,544 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,544 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $250 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,800 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,544 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,544 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,854 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $967,832 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $974,299 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,044,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,041,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,006,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,076,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,041,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,006,153 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,041,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,006,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,041,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,006,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,041,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,604 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,006,153 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,006,153 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Enlink Midstream | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-07-07 | AcquiredDt |
| Sold | 2019-01-28 | SoldDt |
| Gross Sales Price | $18,440 | GrossSalesPriceAmt |
| Cost Or Other Basis | $43,620 | CostOrOtherBasisAmt |
| Gain Or Loss | -$25,180 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$25,180 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,180 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $999,297 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098469 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $93,574 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $660,442 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.141684 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,974 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $573,026 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099427 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $101,599 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $698,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.145446 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $127,374 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $815,764 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.156141 | DistributionYr5Rt |
| Total Distribution | 0.641167 | TotalDistributionRt |
| Average Distribution | 0.128233 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,017,514 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,479 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $265 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,744 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,104 | TotalPaymentsAndCreditsAmt |
| Overpayment | $573 | OverpaymentAmt |
| Applied To ES Tax | $573 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 |
| Individual With Books | Michael V Prentiss | IndividualWithBooksNm |
| Phone | 2149990660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7046 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752097046 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Michael V Prentiss | ||||||||
| PO Box 7046 | Dallas | TX | 752097046 | President | 0.00 | $0 | $0 | $0 |
| Dennis DuBois | ||||||||
| PO Box 7046 | Dallas | TX | 752097046 | Vice President | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Prentiss Foundations principal charitable activity is providing support for various charitable civic and educational organizations | Description1Txt |
| Expenses1 | $64,250 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $978,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,033,009 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,033,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,017,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $64,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Distribution Cyov Yr5 | $86,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $101,599 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,974 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,574 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $98,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $437,453 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,250 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $64,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $501,703 | TotalCorpusAmt |
| Excess Distri Cyov From Yr5 | $86,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $414,797 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $101,599 | ExcessFromYear4Amt |
| Excess From Year3 | $56,974 | ExcessFromYear3Amt |
| Excess From Year2 | $93,574 | ExcessFromYear2Amt |
| Excess From Year1 | $98,400 | ExcessFromYear1Amt |
| Excess From Current Year | $64,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Michael V Prentiss | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Baylor Health Care System Found | ||||||
| 3600 Gaston Avenue Suite 100 | Dallas | TX | 75246 | None | Charitable | $5,000 |
| Cape Cod Healthcare Foundation | ||||||
| PO Box 370 | Hyannis | MA | 02601 | None | Charitable | $10,000 |
| Camp Sweeney | ||||||
| PO Box 918 | Gainesville | TX | 76241 | None | Charitable | $1,500 |
| Meals on Wheels of Charlottsville | ||||||
| 704 Rose Hill Drive | Charlottesville | VA | 22903 | None | Charitable | $500 |
| NAMI Cape Cod | ||||||
| 5 Mark Ln | Hyannis | MA | 02601 | None | Charitable | $2,500 |
| Project Shelter | ||||||
| 6455 Dallas Parkway | Plano | TX | 75024 | None | Charitable | $12,500 |
| Holton-Arms School | ||||||
| 7303 River Road | Bethesda | MD | 20817 | None | Charitable | $5,500 |
| Barnstable Clean Water Coalition | ||||||
| 864 Main Street | Osterville | MA | 02655 | None | Charitable | $1,000 |
| Barnstable Police Association | ||||||
| 1200 Phinneys Lane | Centerville | MA | 02632 | None | Charitable | $100 |
| Boys Girls Clubs of Central VA | ||||||
| 1000 Cherry Ave | Charlottesville | VA | 22903 | None | Charitable | $500 |
| Ivy Creek Foundation | ||||||
| 1780 Earlysville Rd | Charlottesville | VA | 22903 | None | Charitable | $500 |
| PBJ Fund | ||||||
| 204 East Market Street | Charlottesville | VA | 22902 | None | Charitable | $1,000 |
| ReadyKids | ||||||
| 1000 East High Street | Charlottesville | VA | 22902 | None | Charitable | $500 |
| Virginia Discovery Museum | ||||||
| PO Box 1128 | Charlottesville | VA | 22902 | None | Charitable | $5,000 |
| The Animal Protectorates | ||||||
| PO Box 1645 | Burbank | CA | 91507 | None | Charitable | $500 |
| Shenandoah National Park | ||||||
| 3655 US Highway 211 East | Luray | VA | 22835 | None | Charitable | $100 |
| Breast Cancer 3-Day | ||||||
| 13770 Noel Rd Suite 801889 | Dallas | TX | 75380 | None | Charitable | $50 |
| St Peters Nursery School | ||||||
| 421 Wianno Ave | Osterville | MA | 02655 | None | Charitable | $1,000 |
| KSU Foundation | ||||||
| 1800 Kimball Ave Suite 200 | Manhattan | KS | 66502 | None | Charitable | $10,000 |
| Childrens National Hospital | ||||||
| 801 Roeder Rd Suite 650 | Silver Spring | MD | 20910 | None | Charitable | $4,500 |
| Wildrock | ||||||
| 6600 Blackwells Hollow Rd | Crozet | VA | 22932 | None | Charitable | $1,000 |
| Camp Holiday Trails | ||||||
| 400 Holiday Trails Ln | Charlottesville | VA | 22903 | None | Charitable | $500 |
| UCLA Fund | ||||||
| 10889 Wilshire Blvd Suite 1500 | Los Angeles | CA | 900244201 | None | Charitable | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fee | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity Advisors Floating Rate Mut | $388,000 | $372,323 |
| Kinder Morgan Inc | $62,303 | $31,755 |
| Enlink Midstream Partners LP | $0 | $0 |
| Targa Resoures Corp | $5,951 | $14,780 |
| Accenture PLC | $117,963 | $178,985 |
| Alphabet Inc Voting Stock | $120,411 | $103,133 |
| Alphabet Inc Non Voting Stock | $118,198 | $102,951 |
| Starbucks Corp | $143,033 | $229,647 |
| Enlink Midstream LLC | $18,440 | $10,574 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $250 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Enlink Midstream Ptrs K-1 | -$170 | $0 | $0 |
| Enlink Midstream Disp | $13,400 | $0 | $0 |
| Enlink Midstream Timing | $19,002 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |