C G CHARITABLE FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- C G CHARITABLE FUND (EIN 20-0495002)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-21
- IRS object ID
- 202542949349100429
- Schema version
- 2024v5.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-21T14:37:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870343246 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Squire & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 S State Street Suite 1100 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200495002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CG Charitable Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CGCH | BusinessNameControlTxt |
| Phone | 6505754826 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 826 Expressway Lane 463 | AddressLine1Txt |
| City | Spanish Fork | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher Pope | PersonNm |
| Person Title | VP & Secretary | PersonTitleTxt |
| Phone | 6505754826 | PhoneNum |
| Signature | 2025-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gregory O Hyde CPA | PreparerPersonNm |
| PTIN | P00641196 | PTIN |
| Phone | 8015330409 | PhoneNum |
| Preparation | 2025-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,217,039 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $350,524 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $350,524 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $866,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $866,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,567,285 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,555,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,567,285 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $332,720 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,023 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,117,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,789,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $141,544 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $141,544 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,523 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,523 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,982 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,982 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,687 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,903 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,784 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,552 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,793 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $633,836 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $631,280 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,556 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $109,505 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $353 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,152 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40,350 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $40,350 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,433 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,433 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,079,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $635,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $350,117 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,723,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,723,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,802,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $635,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,073,117 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,314,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,154,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,354,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,365,926 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,365,926 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $21,918 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,918 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,289,063 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,450,259 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,416,085 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $47,491,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,327,952 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $64,839,844 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,965,609 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,419,849 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,573,266 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $61,101,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,585,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,217,039 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $24,863 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,141 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $24,863 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,141 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $61,076,245 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,576,763 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,076,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,576,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,101,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,585,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,076,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,314,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,195,358 | OtherIncreasesAmt |
| Subtotal | $64,586,466 | SubtotalAmt |
| Other Decreases | $9,703 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,576,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanley x8993 (See Attached) | P | 2023-01-01 | 2024-06-30 | $1,563,241 | $1,215,272 | $347,969 | $347,969 |
| Morgan Stanley x8992 (See Attached) | P | 2023-07-01 | 2024-06-30 | $793,162 | $817,162 | -$24,000 | -$24,000 |
| Morgan Stanley x8992 (See Attached) | P | 2023-01-01 | 2024-06-30 | $4,176,898 | $3,914,619 | $262,279 | $262,279 |
| Morgan Stanley x5858 (See Attached) | P | 2023-01-01 | 2024-06-30 | $679,253 | $694,389 | -$15,136 | -$15,136 |
| Morgan Stanley x5858 (See Attached) | P | 2023-01-01 | 2024-06-30 | $1,734,814 | $1,843,149 | -$108,335 | -$108,335 |
| Morgan Stanley x5858 (See Attached) | P | 2023-01-01 | 2024-06-30 | $11,045 | $11,045 | $11,045 | |
| Morgan Stanley x4015 (See Attached) | P | 2023-01-01 | 2024-06-30 | $1,871,894 | $1,750,273 | $121,621 | $121,621 |
| Morgan Stanley x4015 (See Attached) | P | 2023-01-01 | 2024-06-30 | $4,782,657 | $3,130,347 | $1,652,310 | $1,652,310 |
| Morgan Stanley x2902 (See Attached) | P | 2023-07-30 | 2024-06-30 | $2,097,519 | $2,053,404 | $44,115 | $44,115 |
| Morgan Stanley x2902 (See Attached) | P | 2023-01-01 | 2024-06-30 | $3,615,244 | $2,629,236 | $986,008 | $986,008 |
| Morgan Stanley x2902 (See Attached) | P | 2023-01-01 | 2024-06-30 | $316,910 | $100,761 | $216,149 | $216,149 |
| Morgan Stanley x2902 (See Attached) | P | 2023-01-01 | 2024-06-30 | $27 | $27 | $27 | |
| Morgan Stanley x2898 (See Attached) | P | 2023-07-30 | 2024-06-30 | $1,471,588 | $1,378,830 | $92,758 | $92,758 |
| Morgan Stanley x2898 (See Attached) | P | 2023-01-01 | 2024-06-30 | $5,433,631 | $3,461,081 | $1,972,550 | $1,972,550 |
| Morgan Stanley x2898 (See Attached) | P | 2023-01-01 | 2024-06-30 | $27 | $27 | $27 | |
| Morgan Stanley Cap Gain Dist | P | 2023-01-01 | 2024-06-30 | $7,898 | $7,898 | $7,898 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,567,285 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $85,545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85,545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $134,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $48,455 | OverpaymentAmt |
| Applied To ES Tax | $8,455 | AppliedToESTaxAmt |
| Refund | $40,000 | 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 | UT | 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 | www.cgcharitable.org | WebsiteAddressTxt |
| Individual With Books | Christopher Pope | IndividualWithBooksNm |
| Phone | 6505754826 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 826 Expressway Lane 463 | AddressLine1Txt |
| City | Spanish Fork | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84660 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Charles Pope | ||||||||
| 24005 Rd K3 | Cortez | CO | 81321 | President | 2.00 | $0 | $0 | $0 |
| Christopher Pope | ||||||||
| 826 Expressway Lane 463 | Spanish Fork | UT | 84660 | Treasurer | 40.00 | $101,667 | $0 | $0 |
| Sandra Rogers | ||||||||
| 863 South 320 East | Salem | UT | 84653 | Director | 1.00 | $0 | $0 | $0 |
| Rickey Garner | ||||||||
| 60 East South Temple Suite 800 | Salt Lake City | UT | 84111 | Director | 1.00 | $0 | $0 | $0 |
| Kennedy Lister Goodwin | ||||||||
| 670 W Gallant Dr | Bluffdale | UT | 84065 | Secretary | 40.00 | $39,877 | $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 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2775 Sand Hill Road Suite 120 | AddressLine1Txt |
| City | Menlo Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Advisor Fees | ServiceTypeTxt |
| Compensation | $630,829 | 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 | $77,599,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,884,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $265,301 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,749,969 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,749,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,196,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,553,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,927,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,927,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $85,545 | TotalTaxAmt |
| Distributable Before Adj | $3,842,141 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,842,141 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,842,141 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,073,117 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,073,117 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,842,141 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $72,838 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $72,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,073,117 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,842,141 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $230,976 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $303,814 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $303,814 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $72,838 | ExcessFromYear3Amt |
| Excess From Current Year | $230,976 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Charles Pope | 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 | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Amigos De Santa Cruz | |||||||
| 2226 Eastlake Ave E | Seattle | WA | 98102 | None | 501(c)(3) | Food, education for women & children | $95,000 |
| Bridge2Rwanda | |||||||
| 1818 N Taylor St | Little Rock | AR | 72207 | None | 501(c)(3) | Education in Rwanda | $100,000 |
| Building Tomorrow | |||||||
| 615 N Alabama St | Indianapolis | IN | 46204 | None | 501(c)(3) | Education in Uganda | $200,000 |
| Child Aid | |||||||
| 917 SW Oak St | Portland | OR | 97205 | None | 501(c)(3) | Primary child education in Guatemala | $95,000 |
| Church of Jesus Christ of Latter Day Saints | |||||||
| 50 East North Temple St | Salt Lake City | UT | 84150 | None | 501(c)(3) | Hmanitarian Aid | $1,350,000 |
| Common Hope | |||||||
| 1400 Energy Park Dr | St Paul | MN | 55108 | None | 501(c)(3) | Family support & edu in Guatemala | $300,000 |
| Connect Africa Foundation | |||||||
| 222 Pleasant St | Newton Center | MA | 02459 | None | 501(c)(3) | Support children in Uganda | $10,000 |
| CORE Tanzania | |||||||
| 6709 Earl Ave NW | Seattle | WA | 98117 | None | 501(c)(3) | Education in Tanzania | $35,000 |
| Crosby Fund for Haitian Education | |||||||
| PO Box 953 | Old Lyme | CT | 06371 | None | 501(c)(3) | Scholarship support in rural Haiti | $75,000 |
| Education and Hope | |||||||
| PO Box 486 | Norwalk | CT | 06856 | None | 501(c)(3) | Scholarships to Guatemalan youths | $60,000 |
| Education for All Children | |||||||
| 104 Congress St | Portsmouth | NH | 03801 | None | 501(c)(3) | Childrens education | $50,000 |
| First Star Inc | |||||||
| 2049 Century Park East | Los Angeles | CA | 90067 | None | 501(c)(3) | Secondary students to enter college | $175,000 |
| Guatemalan Tomorrow Fund Inc | |||||||
| PO Box 3636 | Tequesta | FL | 33469 | None | 501(c)(3) | Lifeskills, medical to Mayan village | $230,000 |
| Heed Uganda | |||||||
| 555 Walnut St 6 | Edmonds | WA | 98020 | None | 501(c)(3) | Rural education and develo in Uganda | $115,000 |
| Impact Hope | |||||||
| 735 E Clarendon Street Ste 107 | Gladstone | OR | 97027 | None | 501(c)(3) | Education in Rwanda | $50,000 |
| Kenya Children's Fund | |||||||
| PO Box 4159 | Hopkins | MN | 55343 | None | 501(c)(3) | Education/training for Kenyan youth | $80,000 |
| Komera | |||||||
| PO Box 1491 | Jamaica Plain | MA | 02130 | None | 501(c)(3) | Education in Rwanda | $25,000 |
| Made in the Streets | |||||||
| 409 Franklin Road | Brentwood | TN | 37027 | None | 501(c)(3) | Education/training for Kenyan youth | $25,000 |
| Nurturing Minds | |||||||
| PO Box 600617 | Newtonville | MA | 02460 | None | 501(c)(3) | Education of at risk Tanzanian girls | $100,000 |
| Open Windows Foundation co John Davis | |||||||
| 1268 E McNair Dr | Tempe | AZ | 85283 | None | 501(c)(3) | Scholarships/education in Guatemala | $28,000 |
| Rwanda School Project | |||||||
| 1300 St Francis Rd | Santa Rosa | CA | 95409 | None | 501(c)(3) | Education for at risk Rwandan youth | $50,000 |
| Vamos Adelante | |||||||
| 41W655 Main Street Rd | Elburn | IL | 60119 | None | 501(c)(3) | Food, medical to Guatemalan elderly | $25,000 |
| Village Schools International | |||||||
| PO Box 1929 | Tomball | TX | 77377 | None | 501(c)(3) | Education, supplies to African youth | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,723,000 | 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 | $350,524 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $866,539 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,023 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,567,285 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Energy Transfer LP Guaranteed Payments | $16,875 |
| Tax Refund | $310,455 |
| Misc Refunds | $367 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,789,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $327,697 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,117,068 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 and Tax Preparation | CategoryTxt |
| Amt | $10,345 | Amt |
| Net Investment Income | $1,552 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,793 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MS 5858 | BondNm |
| EOY Book Value | $5,419,849 | EOYBookValueAmt |
| EOYFMV | $4,573,266 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS 4015 | $13,321,566 | $26,631,077 |
| MS 8992 | $10,181,622 | $13,050,606 |
| MS 8993 | $10,883,157 | $11,284,644 |
| MS 2902 | $9,941,607 | $13,873,517 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,520,943 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,349,303 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,929,316 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $6,066,782 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $12,687 | LegalFeesAmt |
| Net Investment Income | $1,903 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,784 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis adjustments | Desc |
| Amt | $9,703 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll expenses | $1,980 | $0 | $1,980 |
| Supplies | $9,656 | $0 | $9,656 |
| Postage | $125 | $0 | $125 |
| Insurance | $4,670 | $0 | $4,670 |
| Internet | $1,174 | $0 | $1,174 |
| Licensing | $5,758 | $0 | $5,758 |
| Workers Comp | $816 | $0 | $816 |
| Meals | $1,254 | $0 | $1,254 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Morgan Stanley Misc | $5,023 | $5,023 | $5,023 |
| Energy Transfer LP Guaranteed Payments | $16,875 | $16,875 | |
| Tax Refund | $310,455 | $310,455 | |
| Misc Refunds | $367 | $367 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Nondividend distributions | $45,326 |
| Net unsettled purchases | $1,150,032 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Advisor Fees | $630,829 | $630,829 | $0 |
| Outside Contract Services | $3,007 | $451 | $2,556 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes Paid | $353 | $353 | $0 |
| Federal Estimated Tax | $94,000 | $0 | $0 |
| Payroll taxes | $15,152 | $0 | $15,152 |