TYLER GILBERT HEART TRANSPLANT SURVIVOR S FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TYLER GILBERT HEART TRANSPLANT SURVIVOR S FOUNDATION (EIN 26-2000207)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-24
- IRS object ID
- 201811149349100006
- Schema version
- 2017v2.3
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-24T08:56:32-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262000207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tyler Gilbert Heart Transplant Survivor's | BusinessNameLine1Txt |
| Business Name Line2 | foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TYLE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL GILBERT | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,330,374 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $183 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $183 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,753 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $194 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $194 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $58,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,956 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,244 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,244 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,117 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,042 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,075 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $169 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,028 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,027 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,158 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,212 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,346 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,212 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,083 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,083 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $866,334 | CorporateStockBOYAmt |
| Corporate Stock EOY | $798,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,305,291 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $890,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $823,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,330,374 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $890,025 | RetainedEarningBOYAmt |
| Retained Earning EOY | $823,823 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $890,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $823,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $890,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $823,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $890,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,202 | ExcessRevenueOverExpensesAmt |
| Subtotal | $823,823 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $823,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $205,833 | GrossSalesPriceAmt |
| Cost Or Other Basis | $181,080 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,753 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,753 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,753 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,057 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,201,706 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.011698 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $112,248 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,266,016 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088662 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,335 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,352,715 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096351 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,070 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,313,733 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082262 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,343 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,271,359 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089151 | DistributionYr5Rt |
| Total Distribution | 0.368124 | TotalDistributionRt |
| Average Distribution | 0.073625 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,268,705 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,408 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $517 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,925 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $117,346 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $517 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $517 | SubtotalAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $632 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $632 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $115 | OverpaymentAmt |
| Applied To ES Tax | $115 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Leigh Gilbert | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,239,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,288,025 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,288,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,268,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $517 | TotalTaxAmt |
| Distributable Before Adj | $62,918 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,918 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,918 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,346 | 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 | $117,346 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $517 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $116,829 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,918 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $63,704 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,059 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $113,763 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,346 | QualifyingDistributionsAmt |
| Applied To Current Year | $62,918 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,428 | RemainingDistriFromCorpusAmt |
| Total Corpus | $168,191 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $168,191 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $63,704 | ExcessFromYear3Amt |
| Excess From Year2 | $50,059 | ExcessFromYear2Amt |
| Excess From Current Year | $54,428 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DAVID GEFFIN SCHOOL OF MEDICINE AT UCLA | |||||||
| 10945 LE CONTE AVE STE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | General & Unrestricted | $90,000 |
| MAKE-A-WISH FOUNDATION OF ORANGE COUNTY | |||||||
| 3230 EL CAMINO REAL STE 100 | IRVINE | CA | 92602 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,826 | 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 | $24,753 | 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 | INCOME FROM BORROWED SECURITIES | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $194 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,956 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,956 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL ACCOUNTING/BOOKKEEPING | CategoryTxt |
| Amt | $1,244 | Amt |
| Disbursements Charitable Prps | $1,244 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Leigh Gilbert | PersonNm |
| Short Explanation | *DANIEL LEIGH GILBERT, DIRECTOR AND PRESIDENT/SECRETARY OF TYLER GILBERT HEART TRANSPLANT SURVIVOR'S FOUNDATION (THE FOUNDATION), IS AN OWNER OF GILBERT VALUATIONS, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT, AUDIT AND CONSULTING SERVICES TO THE Foundation. IN THE TAXABLE YEAR ENDING DECEMBER 31, 2017, THE FOUNDATION PAID $1,244 and $8,117 for those services rendered as reported IN PART I, LINE 16b and line 16C, respectively. THE FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHERS CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALAMOS GOLD INC | $4,689 | $6,237 |
| AMTRUST FINANCIAL SERVICES | $10,705 | $24,369 |
| APPLE INC | $36,582 | $94,768 |
| B P PRUDHOE BAY UTS | $32,130 | $6,030 |
| BANCO LATINOAMERICANO DE COMER | $15,963 | $24,210 |
| BERKSHIRE HATHAWAY INC. | $95,131 | $283,454 |
| COHEN & STEERS QLTY INCM RLTY | $13,888 | $75,900 |
| EV SHRT DUR INC FD | $42,881 | $35,875 |
| ISHARES MORNINGSTAR SMALL VALU | $15,208 | $19,033 |
| ISHARES MSCI EMERGING MARKETS | $19,209 | $28,272 |
| JANUS HIGH YIELD FUND | $65,545 | $72,322 |
| LOOMIS SAYLES BOND FUND RETAIL | $44,915 | $45,876 |
| MEXICO FUND INC | $9,586 | $5,355 |
| MICROSOFT CORP | $13,947 | $51,324 |
| MOTLEY FOOL EPIC VOYAGE | $26,000 | $29,684 |
| NOVARTIS AG ADR | $9,174 | $8,396 |
| PIMCO ENHANCED SHORT MATURITY | $50,855 | $50,780 |
| POWERSHARES II PFD | $14,428 | $29,720 |
| PROCTER GAMBLE CO | $13,313 | $22,970 |
| ROBO GLOBAL ROBOTICS AND AUTOM | $16,188 | $16,528 |
| SPDR GOLD SHARES | $19,499 | $24,730 |
| VANGUARD DIVIDEND APPRECIATION | $68,696 | $137,740 |
| VANGUARD ENERGY ETF | $19,260 | $26,717 |
| VANGUARD FTSE EMERGING MARKETS | $40,342 | $64,274 |
| VANGUARD FTSE EUROPEAN ETF | $35,458 | $43,180 |
| VANGUARD INTL DIVDEND APPREC | $20,434 | $21,548 |
| VISA INC | $19,205 | $22,804 |
| WHEATON PRECIOUS METALS CORP | $25,509 | $33,195 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,002 | $10,002 | |
| Bank Charges | $1 | $1 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | income from borrowed securities | Desc |
| Revenue And Expenses Per Books | $194 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $194 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administration of Foundation | $1,593 | $518 | $1,075 |
| Investment Management Services | $6,524 | $6,524 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2017 | $600 | |
| Foreign Tax Paid | $169 | $169 |