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RACHAEL & BEN VAUGHAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RACHAEL & BEN VAUGHAN FOUNDATION (EIN 74-6040479)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-10-03
IRS object ID
202512769349100901
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-03T12:00:23-04:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463328001PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURKHART PETERSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117422 OCONNOR RD SUITE 100AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782475680ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746040479EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RACHAEL AND BEN VAUGHANBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRACHBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 460968AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782460968ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBEN F VAUGHAN IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5124774726PhoneNum
Signature2025-10-02SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S BULLINGTONPreparerPersonNm
PTINP00497695PTIN
Phone2103773311PhoneNum
Preparation2025-10-02PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,413,709FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$201,930DividendsRevAndExpnssAmt
Dividends Net Invst Incm$201,930DividendsNetInvstIncmAmt
Dividends Adj Net Incm$201,930DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$409,074NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,199,881GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$409,074CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$7,282NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$611,004TotalRevAndExpnssAmt
Total Net Invst Incm$611,004TotalNetInvstIncmAmt
Total Adj Net Incm$209,212TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$2,274OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$862,790ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$862,790ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$865,064TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$862,790TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$254,060ExcessRevenueOverExpensesAmt
Net Investment Income$611,004NetInvestmentIncomeAmt
Adjusted Net Income$209,212AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$2,950,618OtherInvestmentsBOYAmt
Other Investments EOY$2,702,452OtherInvestmentsEOYAmt
Other Investments EOYFMV$13,413,709OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,950,618TotalAssetsBOYAmt
Total Assets EOY$2,702,452TotalAssetsEOYAmt
Total Assets EOYFMV$13,413,709TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,891AccountsPayableBOYAmt
Accounts Payable EOY$11,604AccountsPayableEOYAmt
Total Liabilities BOY$1,891TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,604TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,736,525CapitalStockBOYAmt
Capital Stock EOY$3,736,525CapitalStockEOYAmt
Retained Earning BOY-$787,798RetainedEarningBOYAmt
Retained Earning EOY-$1,045,677RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,948,727TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,690,848TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,950,618TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,702,452TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,948,727TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$254,060ExcessRevenueOverExpensesAmt
Subtotal$2,694,667SubtotalAmt
Other Decreases$3,819OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,690,848TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED-VANGUARDP$423,254$419,167$4,087$4,087
SEE ATTACHED-FIRST EAGLEP$102,930$99,735$3,195$3,195
SEE ATTACHED-FIRST EAGLEP$614,537$271,905$342,632$342,632
FieldValueIRS element (for citing)
Capital Gain Net Income$409,074CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,282NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,493InvestmentIncomeExciseTaxAmt
Subtotal$8,493SubtotalAmt
Tax Based On Investment Income$8,493TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$202EsPenaltyAmt
Tax Due$8,695TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressRBVFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksBEN F VAUGHAN IVIndividualWithBooksNm
Phone2102220335PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 460968AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782460968ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BEN F VAUGHAN III
P O BOX 460968SAN ANTONIOTX78246PRESIDENT000.00$0$0$0
DAPHNE VAUGHAN
P O BOX 460968SAN ANTONIOTX78246SEC & TREASU000.00$0$0$0
BEN F VAUGHAN IV
P O BOX 460968SAN ANTONIOTX78246VICE PRESIDE000.00$0$0$0
GENEVIEVE VAUGHAN
P O BOX 460968SAN ANTONIOTX78246VICE PRESIDE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,746,760AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,746,760TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$12,746,760AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$191,201CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,555,559NetVlNoncharitableAssetsAmt
Minimum Investment Return$627,778MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$627,778MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,493TaxBasedOnInvestmentIncomeAmt
Total Tax$8,493TotalTaxAmt
Distributable Before Adj$619,285DistributableBeforeAdjAmt
Distributable Before Ded$619,285DistributableBeforeDedAmt
Distributable As Adjusted$619,285DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$862,790ExpensesAndContributionsAmt
Qualifying Distributions$862,790QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$619,285DistributableAsAdjustedAmt
Undistributed Income PY$516,450UndistributedIncomePYAmt
Qualifying Distributions$862,790QualifyingDistributionsAmt
Applied To Year1$516,450AppliedToYear1Amt
Applied To Current Year$346,340AppliedToCurrentYearAmt
Undistributed Income CY$272,945UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES C VAUGHAN IIIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 460968AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782460968ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2102220335RecipientPhoneNum
Recipient Email AddressGRANTS@RBVFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsTHE GRANT INQUIRY APPLICATION (DOWNLOADED FROM HTTP://WWW.RBVFOUNDATION.ORG/MAKING) MUST BE COMPLETED AND SUBMITTED BY SEPTEMBER 1ST TO GRANTS@RBVFOUNDATION.ORG.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE DUE BY SEPTEMBER 1ST.SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE AWARDED IN THE AREA OF HEALTH CARE, HUMAN RIGHTS, RELIGIOUS SUPPORT, SUBSTANCE ABUSE, EDUCATION, ENVIRONMENTAL PRESERVATION AND POVERTY REDUCTION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ASSOCIATION FOR THE STUDY OF WOMEN
PO BOX 150018BROOKLYNNY11215NONEGENERAL SUPPORT$15,000
AUSTIN PBS
PO BOX 143626AUSSTINTX78714NONESUPPORT EDUCATIONAL MEDIA$15,000
BLUE LAPIS LIGHT INC
PO BOX 1821AUSTINTX78767NONEAERIAL DANCE & MOVEMENT CLASSES$10,000
CAESAR KLEBERG WILDLIFE RESEARCH
700 UNIVERSITY BLVDKINGSVILLETX78363NONEWILDLIFE PRESERVATION$100,000MSC 218
CAPITAL AREA PARKINSON'S SOCIETY
1130 CAMINO LA COSTA 357AUSTINTX78752NONEPROVIDE FREE SUPPORT AND RESOURCES$15,000
CATW INTERNATIONAL
PO BOX 7160NEW YORKNY10116NONEEND HUMAN TRAFFICKING$5,000
CENTRAL TEXAS FOOD BANK
6500 METROPOLIS DRAUSTINTX78744NONEFIGHT AGAINST HUNGER$15,000
CHILD LEGACY INTERNATIONAL
PO BOX 805BOERNETX78006NONEBUILD SUSTAINABLE COMMUNITIES$15,000
CORPORATE ACCOUNTABILITY
10 MILK STREETBOSTONMA02108NONEHUMAN RIGHTS ADVOCACY$5,000SUITE 610INTERNATIONAL
EANES EDUCATION FOUNDATION
1101 S CAPITAL OF TX HWYAUSTINTX78746NONEEDUCATION$75,000BLDG H 200
EMANCIPET INC
7010 EASY WIND DR STE 260AUSTINTX78752NONEAFFORDABLE VET CARE$10,000
FAIRNESS & ACCURACY IN REPORTING
PO BOX 170CONGERSNY10920NONEADVOCATE FOR GREATER PRESS DIVERSITY$3,000
FREQUENCIES OF CHANGE MEDIA
1714 FRANKLIN STREETOAKLANDCA94612NONEMEDIA SUPPORT$10,000100-251
IAWRT-USA
221 E 52ND STNEW YORK CITYNY10022NONEADVANCE IMPACT OF WOMEN IN MEDIA$5,290
KUT RADIO
300 W DEAN KEETON STAUSTINTX78712NONEMEDIA SUPPORT$15,000A0704
LA PENA
3105 SHATTUCK AVEBERKELEYCA94705NONEPRESERVING & CELEBRATING CULTURES$35,000
MEDIA FREEDOM FOUNDATION
PO BOX 1177FAIR OAKSCA95628NONESUPPORT INVESTIGATIVE RESEARCH$5,000
MOBILE LOAVES & FISHES INC
9301 HOG EYE RD STE 950AUSTINTX78724NONEFOOD ASSISTANCE$12,000
PLANNED PARENTHOOD OF SOUTH TEXAS
2140 BABCOCK RDSAN ANTONIOTX78229NONEPROVIDE HEALTH CARE AND INFORMATION$22,500
POWER FOR PARKINSON'S
5555 N LAMAR BLVD C109AUSTINTX78751NONEPROVIDE SUPPORT THROUGH ACTIVITIES$15,000
RESPITE CARE OF SAN ANTONIO
605 BELKNAP PLCSAN ANTONIOTX78212NONEASSIST CHILDREN WITH SPECIAL NEEDS$20,000
SAN ANTONIO BOOK FESTIVAL
1201 AVENUE B UNIT 1011SAN ANTONIOTX78215NONEPROMOTE LITERACY$5,000
SAN ANTONIO FOOD BANK
5200 ENRIQUE M BARRERASAN ANTONIOTX78227NONEFOOD ASSISTANCE$10,000
SISSY FARENTHOLD FUND FOR PEACE
727 DEAN KEETON STREETAUSTINTX78705NONEACADEMIC, ADVOCACY, & CREATIVE WORK$10,000AND SOCIAL JUSTICE
SNIPSA
PO BOX 90325SAN ANTONIOTX78209NONECARE FOR HOMELESS DOGS & CATS$10,000
ST IGNATIUS MARTYR CATHOLIC SCHOOL
120 W OLTORF STAUSTINTX78704NONEEDUCATION$75,000
ST STEPHEN'S EPISCOPAL SCHOOL
6500 ST STEPHENS DRAUSTINTX78746NONEEDUCATION$25,000
STANFORD UNIVERSITY
PO BOX 20466STANFORDCA94309NONEEDUCATION$85,000
TEXAS A&M UNIVERSITY KINGSVILLE
700 UNIVERSITY BLVDKINGSVILLETX78363NONEEDUCATION$200,000
THE TEXAS TRIBUNE
919 CONGRESS AVEAUSTINTX78701NONESUPPORT JOURNALISM$15,000SIXTH FLOOR
WOMEN'S ALLIANCE FOR THEOLOGY
8121 GEORGIA AVE 310SILVER SPRINGMD20910NONERELIGIOUS AND SOCIAL CHANGE$5,000ETHICS AND RITUAL
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$862,790TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$201,930ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$409,074ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$611,004ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$611,004TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIRST EAGLE GLOBAL CLASS IFMV$323,192$2,195,515
CHEVRONFMV$35,626$323,420
VANGUARD SHORT TERM CORPORATE BONDFMV$184,554$184,554
VANGUARD TOTAL STOCK MARKET INDEXFMV$2,152,402$10,703,542
VANGUARD TAX MANAGED CAP APPR FNDFMV$188$188
VANGUARD MONEY MARKET PRIMEFMV$688$688
S-T INVESTMENT -GRADE INVFMV$5,802$5,802

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescINCOME TAXDesc
Amt$3,819Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INSURANCE$774
PROFESSIONAL FEES$1,500