RACHAEL & BEN VAUGHAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RACHAEL & BEN VAUGHAN FOUNDATION (EIN 74-6040479)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-10-11
- IRS object ID
- 201712849349100306
- Schema version
- 2015v3.0
- 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
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-11T10:58:54-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134255527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVETTI FERGUSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W NOTTINGHAM DRIVE SUITE 100 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746040479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RACHAEL AND BEN VAUGHAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RACH | BusinessNameControlTxt |
| Phone | 5124774726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 460968 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782460968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN F VAUGHAN III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5124774726 | PhoneNum |
| Signature | 2017-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA SCHIEFFER | PreparerPersonNm |
| PTIN | P00405546 | PTIN |
| Phone | 2105363200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,874,186 | 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 | $106,576 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,576 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,380 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,121 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $132,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,697 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,901 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,276 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $397,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $397,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $410,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$277,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,470 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,189 | CashBOYAmt |
| Cash EOY | $19,973 | CashEOYAmt |
| Cash EOYFMV | $19,973 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $12,153 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,252 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,252 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $4,333,753 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,068,190 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,846,961 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,373,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,095,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,874,186 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,736,525 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,736,525 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,636,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,358,890 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,373,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,095,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,373,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,095,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,373,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$277,680 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,095,415 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,095,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INVEST-GR ADM - 1,890.359 SHS | P | 2014-11-20 | 2015-12-15 | $20,000 | $20,259 | -$259 | -$259 |
| CAPITAL GAINS DIVIDENDS | P | $26,380 | $26,380 | $26,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,121 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $353,117 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,483,705 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047185 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $318,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,444,966 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042717 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $297,271 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,629,372 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044842 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $283,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,932,182 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047745 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $243,568 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,805,937 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041952 | DistributionYr5Rt |
| Total Distribution | 0.224441 | TotalDistributionRt |
| Average Distribution | 0.044888 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,335,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $329,259 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,325 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $330,584 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $397,200 | 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 | $1,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,252 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,252 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,927 | OverpaymentAmt |
| Applied To ES Tax | $5,927 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | RBVFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN F VAUGHAN III PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102220335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460968 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782460968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| BEN F VAUGHAN III | ||||||||
| P O BOX 460968 | SAN ANTONIO | TX | 782460968 | PRESIDENT & TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAPHNE VAUGHAN | ||||||||
| P O BOX 460968 | SAN ANTONIO | TX | 782460968 | SEC, TREASURER & TRUSTEE | 1.00 | $0 | $0 | $0 |
| BEN F VAUGHAN IV | ||||||||
| P O BOX 460968 | SAN ANTONIO | TX | 782460968 | VICE PRES & TRUSTEE | 1.00 | $0 | $0 | $0 |
| GENEVIEVE VAUGHAN | ||||||||
| P O BOX 460968 | SAN ANTONIO | TX | 782460968 | VICE PRES & TRUSTEE | 1.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,424,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,446,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,446,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,335,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $366,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $366,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,325 | TotalTaxAmt |
| Distributable Before Adj | $365,431 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $365,431 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $365,431 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $397,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,325 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $395,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $368,545 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $368,545 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,655 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $336,776 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BEN F VAUGHAN III | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES C VAUGHAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 460968 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782460968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2102220335 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@RBVFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE INITIAL GRANT INQUIRY APPLICATION (DOWNLOADED FROM HTTP://WWW.RBVFOUNDATION.ORG/MAKING) MUST BE COMPLETE AND SUBMITTED BY JUNE 1ST TO GRANTS@RBVFOUNDATION.ORG. IF INVITED TO SUBMIT A FINAL GRANT APPLICATION (DOWNLOADED FROM HTTP://WWW.RBVFOUNDATION.ORG/MAKING) MUST BE COMPLETE AND SUBMITTED BY AUGUST 10TH TO GRANTS@RBVFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | INITIAL INQUIRY APPLICATIONS DUE BY JUNE 1ST AND FINAL GRANT APPLICATIONS DUE BY AUGUST 10TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED IN THE AREA OF HEALTH CARE, HUMAN RIGHTS, RELIGIOUS SUPPORT, SUBSTANCE ABUSE, EDUCATION, ENVIROMENTAL PRESERVATION AND POVERTY REDUCTION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGE OF CENTRAL TEXAS | ||||||||
| 3710 CEDAR ST BOX 2 | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | TACKLING THE CHALLENGES OF AGING WITH EXPERT SOLUTIONS | $1,000 | |
| ALAMO AREA RAPE CRISIS CENTER | ||||||||
| 7500 US HWY 90 WEST BLDG 2 SUITE | SAN ANTONIO | TX | 78227 | NONE | PUBLIC CHARITY | PROVIDES INDIVIDUAL & GROUP COUNSELING FOR VICTIMS OF SEXUAL ASSAULT | $2,000 | 201 |
| ANN RICHARDS SCHOOL FOUNDATION | ||||||||
| 2206 PRATHER LANE | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | EDUCATE YOUUNG WOMEN TO SUCCEED IN COLLEGE, CAREERS, | $20,000 | |
| ANY BABY CAN OF SAN ANTONIO | ||||||||
| 217 HOWARD ST | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | CANDLELIGHTERS CHILDHOOD CANCER PROGRAM | $2,500 | |
| ARC OF CAPITAL AREA | ||||||||
| 2818 SAN GABRIEL | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | FOR THE FAMILY CIRCLE PROGRAM | $2,000 | |
| ASAPROSAR DEVELOPMENT FUND | ||||||||
| P O BOX 5348 | BRADFORD | MA | 01835 | NONE | PUBLIC CHARITY | PROVIDE BASIC LIVING ASSISTANCE TO THE NEEDIEST FAMILIES OF EL SALVADOR | $10,000 | |
| ASSOCIATION FOR THE STUDY OF WOMEN AND MYTHOLOGY | ||||||||
| PO BOX 150018 | BROOKLYN | NY | 11215 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $8,000 | |
| AUSTIN DIAPER BANK | ||||||||
| 8711 BURNET RD SUITE B-34 | AUSTIN | TX | 78757 | NONE | PUBLIC CHARITY | PROVIDES DIAPERS TO BABIES, TODDLERS AND SENIOR CITIZENS IN NEED | $1,000 | |
| AUSTIN HABITAT FOR HUMANITY | ||||||||
| 55 NORTH IH-35 SUITE 240 | AUSTIN | TX | 78702 | NONE | PUBLIC CHARITY | BRINGS PEOPLE TOGETHER TO BUILD HOMES AND COMMUNITIES | $2,500 | |
| AUSTIN PARTNERS IN EDUCATION | ||||||||
| 8000 CENTRE PARK DR STE 220 | AUSTIN | TX | 78754 | NONE | PUBLIC CHARITY | CREATES AND FOSTERS EFFECTIVE COMMUNITY AND SCHOOL PARTNERSHIPS THAT PROVIDE ALL AUSTIN ISD STUDENTS PREPARATION FOR COLLEGE AND CAREER. | $1,000 | |
| AUSTIN PETS ALIVE | ||||||||
| 1156 W CESAR CHAVEZ | AUSTIN | TX | 78703 | NONE | PUBLIC CHARITY | MAINTAIN COMPREHENSIVE, INNOVATIVE PROGRAMS DESIGNED TO SAVE THE ANIMALS MOST AT RISK FOR EUTHANASIA | $1,000 | |
| AVANCE - AUSTIN | ||||||||
| 4900 GONZALES ST 116 | AUSTIN | TX | 78702 | NONE | PUBLIC CHARITY | UNLOCKING AMERICA'S POTENTIAL BY STRENGTHENING FAMILIES IN AT-RISK COMMUNITIES THROUGH EFFECTIVE PARENT EDUCATION AND SUPPORT PROGRAMS | $2,000 | |
| BASTROP COUNTY WOMEN'S SHELTER | ||||||||
| P O BOX 736 | BASTROP | TX | 78602 | NONE | PUBLIC CHARITY | TO SUPPORT CRISIS AND RESIDENTIAL SERVICES FOR DOMESTIC ASSAULT VICTIMS | $2,500 | |
| BLUE LAPIS LIGHT INC | ||||||||
| PO BOX 1821 | AUSTIN | TX | 78767 | NONE | PUBLIC CHARITY | SUPPORT AERIAL DANCE AND MOVEMENT CLASSES | $5,000 | |
| BREAKTHROUGH | ||||||||
| 1050 EAST 11TH ST STE 350 | AUSTIN | TX | 78702 | NONE | PUBLIC CHARITY | SUPPORT SATURDAYS AT ST. STEPHEN'S PROGRAM | $10,000 | |
| CARITAS OF AUSTIN | ||||||||
| P O BOX 1947 | AUSTIN | TX | 78767 | NONE | PUBLIC CHARITY | EMERGENCY SERVICES FOR LOW INCOME FAMILIES | $2,500 | |
| CASA MARIANELLA | ||||||||
| 821 GUNTER ST | AUSTIN | TX | 78702 | NONE | PUBLIC CHARITY | FOR IMMIGRANT SHELTERS | $5,000 | |
| CATHOLIC CHARITIES OF CENTRAL TEXAS | ||||||||
| 1625 RUTHERFORD LANE | AUSTIN | TX | 78754 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| CATHOLIC SOCIAL SERVICES OF LAREDO | ||||||||
| 1919 CEDAR AVE | LAREDO | TX | 78040 | NONE | PUBLIC CHARITY | COMMITED TO SERVING THE EMERGENCY NEEDS OF THE INDIGENT AND BELIEVE THAT ALL PEOPLE HAVE THE RIGHT TO LIVE IN AN ENVIRONMENT THAT IS FREE OF ABUSE, VIOLENCE, FEAR AND OPPRESSION | $2,500 | |
| CENTRAL TEXAS FOOD BANK | ||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | NONE | PUBLIC CHARITY | TO NOURISH HUNGRY PEOPLE AND LEAD THE COMMUNITY IN THE FIGHT AGAINST HUNGER | $7,000 | |
| COALITION AGAINST TRAFFICKING IN WOMEN | ||||||||
| P O BOX 7427 JAF STATION | NEW YORK | NY | 10116 | NONE | PUBLIC CHARITY | FOR THE ALTERNATIVE LEARNING SYSTEM IN PHILIPPINES | $5,200 | |
| COMMUNITY LEARNING NETWORK | ||||||||
| PO BOX 33423 | SANTA FE | NM | 87594 | NONE | PUBLIC CHARITY | TO ENGAGE IN WORK THAT TRANSFORMS LIVES THROUGH REAL LIFE LEARNING, SUPPORTS WELL-BEING FOR ALL, AND STRENGTHENS COMMUNITIES, NEIGHBORHOODS, AND FAMILIES | $7,500 | |
| CONSPIRARE | ||||||||
| 1033 LA POSADA DRIVE SUITE 130 | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | SUPPORT PROGRAM 'BIG SINGS' COMMUNITY OUTREACH PROGR | $12,000 | |
| CORPORATE ACCOUNTABILITY INTERNATIONAL | ||||||||
| 10 MILK STREET SUITE 610 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | PROTECT HUMAN RIGHTS, PUBLIC HEALTH AND THE ENVIRONMENT FROM CORPORATE GREED AND ABUSE AROUND THE WORLD | $5,000 | |
| COURT APPOINTED SPECIAL ADVOCATES OF TRAVIS COUNTY | ||||||||
| 7701 N LAMAR STE 301 | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | VOLUNTEER SERVICES FOR FOSTER CHILDRENSUPPORT CHILD ADVOCACY PROGRAMS | $2,500 | |
| DANCE BRIGADE | ||||||||
| 3316 24TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| EMANCIPET INC | ||||||||
| 7010 EASY WIND DRIVE SUITE 260 | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | PROVIDE SAFE AND ACCESSIBLE SPAY/NEUTER FOR PETS IN COMMUNITY | $7,000 | |
| FAMILY ELDERCARE INC | ||||||||
| 1700 RUTHERFORD LANE | AUSTIN | TX | 78754 | NONE | PUBLIC CHARITY | SUPPORT PROGRAM THAT HELPS LOW INCOME OLDER ADULTS W | $5,000 | |
| FOUNDATION COMMUNITIES INC | ||||||||
| 3036 S FIRST ST | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | EXPAND CHILDRENS HOME INITIATIVE | $15,000 | |
| FRONT STEPS INC | ||||||||
| P O BOX 684519 | AUSTIN | TX | 78768 | NONE | PUBLIC CHARITY | PROVIDE A PATHWAY HOME THROUGH SHELTER, AFFORDABLE HOUSING, AND COMMUNITY EDUCATION | $7,000 | |
| GOOD SAMARITAN RESCUE MISSION | ||||||||
| PO BOX 65 | CORPUS CHRISTI | TX | 78403 | NONE | PUBLIC CHARITY | GENERAL SUPPORT FOR SHELTER & MEALS FOR THE HOMELESS | $2,500 | |
| HAVEN FOR HOPE OF BEXAR COUNTY | ||||||||
| 1 HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | NONE | PUBLIC CHARITY | SUPPORT WORK WITH HOMELESS INDIVIDUALS | $2,500 | |
| INTERNATIONAL MEDIA PROJECT | ||||||||
| 1714 FRANKLIN ST 100-251 | OAKLAND | CA | 94942 | NONE | PUBLIC CHARITY | FOR THE WOMEN RISING RADIO PROGRAM & WEBSITE | $4,000 | |
| KIPP AUSTIN PUBLIC SCHOOLS INC | ||||||||
| 8509 FM 969 BLDG C | AUSTIN | TX | 78724 | NONE | PUBLIC CHARITY | WORK TO CLOSE PROGRESS GAP FOR LOW INCOME MINORITY STUDENTS | $20,000 | |
| KOLO WOMEN'S CROSS CULTURAL COLLABORATION | ||||||||
| 7638 58TH AVE NE | OLYMPIA | WA | 98516 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| LANDA GARDENS CONSERVANCY | ||||||||
| P O BOX 12243 | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | DEDICATED TO BEAUTIFY AND MAINTAIN THE GROUNDS AT LANDA LIBRARY, A BRANCH OF THE SAN ANTONIO PUBLIC LIBRARY. | $2,500 | |
| LITERACY SAN ANTONIO | ||||||||
| PO BOX 460176 | SAN ANTONIO | TX | 78246 | NONE | PUBLIC CHARITY | TO INCREASE LITERACY AND EDUCATIONAL ATTAINMENT IN BEXAR COUNTY | $5,000 | |
| MANOS DE CRISTO INC | ||||||||
| 4911 HARMON AVE | AUSTIN | TX | 78751 | NONE | PUBLIC CHARITY | DENTAL SERVICES TO LOW INCOME INDIVIDUALS & FAMILIES | $7,500 | |
| MEALS ON WHEELS AND MORE INC | ||||||||
| 3227 E 5TH ST | AUSTIN | TX | 78702 | NONE | PUBLIC CHARITY | SUPPORT THE 'HANDY WHEELS' PROGRAM | $2,000 | |
| MERCED HOUSING TEXAS | ||||||||
| 212 W LAUREL STEET | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | SUPPORT QUALITY, AFFORDABLE HOUSING TO POOR PEOPLE | $5,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 44 EAST AVENUE STE 200 | AUSTIN | TX | 78701 | NONE | PUBLIC CHARITY | SUPPORT TEXAS LIVING WATERS WORKS | $7,500 | |
| NEW RADIO & PERFORMING ARTS INC | ||||||||
| 124 BOURNE STREET | ROSLINDALE | MA | 02131 | NONE | PUBLIC CHARITY | PUBLIC AWARENESS OF THE ARTS | $5,000 | |
| OUR LADY OF GRACE CATHOLIC CHURCH | ||||||||
| 223 E SUMMIT AVE | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| PDFH&H FUND | ||||||||
| P O BOX 3070 | HALF MOON BAY | CA | 94019 | NONE | PUBLIC CHARITY | PARTNER FOR THE HUMAN RIGHTS AND SOCIAL JUSTICE MOVEMENTS | $5,000 | |
| PROYECTO DESARROLLO HUMANO INC | ||||||||
| PO BOX 1017 | PENITAS | TX | 78576 | NONE | PUBLIC CHARITY | TO EXPAND COMMUNITY GARDEN VIA HOME PLOTS PROJECT | $3,000 | |
| PUBLIC CITIZEN FOUNDATION | ||||||||
| 1600 20TH ST NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | TO REPRESENT CONSUMER INTERESTS IN CONGRESS, THE EXECUTIVE BRANCH AND THE COURTS | $9,000 | |
| SAINT EDWARDS UNIVERSITY INC | ||||||||
| 3001 SOUTH CONGRESS AVENUE | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | FOR COLLEGE ASSISTANCE MIGRANT PROGRAM | $5,000 | |
| SAINT MARY'S HALL INC | ||||||||
| 9401 STARCREST DR | SAN ANTONIO | TX | 78217 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |
| SAN ANTONIO BOTANICAL GARDENS | ||||||||
| 555 FUNSTON PLACE | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | INSPIRE PEOPLE TO CONNECT WITH THE PLANT WORLD AND UNDERSTAND THE IMPORTANCE OF PLANTS | $1,000 | |
| SAN ANTONIO PUBLIC LIBRARY FOUNDATION | ||||||||
| 625 SHOOK AVE | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | TO STRENGTHEN THE LIBRARY IN SERVICE TO THE COMMUNITY. | $5,000 | |
| SAN JUAN DIEGO CATHOLIC HIGH SCHOOL | ||||||||
| 800 HERNDON LANE | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | PROVIDE SCHOLORSHIPS | $5,000 | |
| SETON HOME FOR PREGNANT WOMEN | ||||||||
| 1115 MISSION ROAD | SAN ANTONIO | TX | 78210 | NONE | PUBLIC CHARITY | SERVICES FOR PREGNANT OR PARENTING HOMELESS WOMEN | $2,500 | |
| SHARE FOUNDATION | ||||||||
| 2425 COLLEGE AVE | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | TO EDUCATE SALVADORAN WOMEN ABOUT NEW LAWS | $1,000 | |
| SOUTHWEST SCHOOL OF ART | ||||||||
| 300 AUGUSTA ST | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | TO TEACH AND ADVANCE THE VISUAL ARTS | $2,500 | |
| SPRAY NEUTER INJECT PROJECT SAN ANTONIO | ||||||||
| 6338 N NEW BRAUNFELS 185 | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | FOR THE BIG FIX CLINIC | $3,000 | |
| TEACH FOR AMERICA | ||||||||
| 700 N ST MARYS STREET SUITE 200 | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | BUILD A MOVEMENT TO ELIMINATE EDUCATIONAL INEQUITY | $7,500 | |
| TEXAS A&M UNIVERSITY - CORPUS CHRISTI | ||||||||
| 6300 OCEAN DR | CORPUS CHRISTI | TX | 78412 | NONE | PUBLIC CHARITY | TO BECOME ONE OF THE LEADING CENTERS OF HIGHER EDUCATION IN THE GULF OF MEXICO REGION WHILE SERVING THE INTELLECTUAL, CULTURAL, SOCIAL, ENVIRONMENTAL AND ECONOMIC NEEDS OF SOUTH TEXAS | $10,000 | |
| TEXAS BIOMEDICAL RESEARCH INSTITUTE | ||||||||
| 7620 NW LOOP 410 | SAN ANTONIO | TX | 78227 | NONE | PUBLIC CHARITY | IMPROVE HEALTH OF THE GLOBAL COMMUNITY | $2,500 | |
| TEXAS CONVERSATION ALLIANCE | ||||||||
| PO BOX 822554 | DALLAS | TX | 75382 | NONE | PUBLIC CHARITY | EDUCATE DALLAS CITIZENS TO ENSURE REGION'S WATER FUT | $5,000 | |
| THE SETON FUND OF THE DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL INC | ||||||||
| 1201 WEST 38TH STREET | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | CARE AND IMPROVE HEALTH OF THE POOR | $5,000 | |
| THE SOCIETY OF ST VINCENT DE PAUL DIOCESAN COUNCIL OF AUSTIN | ||||||||
| PO BOX 9070 | AUSTIN | TX | 78766 | NONE | PUBLIC CHARITY | PROVIDE BASIC LIVING ASSISTANCE TO THE POOR | $5,000 | |
| THERAPY PET PALS OF TEXAS INC | ||||||||
| 3930 BEE CAVE RD STE C | AUSTIN | TX | 78746 | NONE | PUBLIC CHARITY | PROGRAM OF VOLUNTEER PET TEAMS VISITING NURSING HOME | $2,500 | |
| TIDES FOUNDATION | ||||||||
| BOX 29198 | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | SUPPORT LAIMA INTERNATIONAL CONFERENCE | $8,000 | |
| TRINITY CENTER | ||||||||
| 304 E 7TH STREET | AUSTIN | TX | 78701 | NONE | PUBLIC CHARITY | PROGRAMS FOR THE POOR AND HOMELESS | $5,000 | |
| VINCARE SERVICES OF AUSTIN FOUNDATION | ||||||||
| 2026 GUADALUPE STEET | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | PROVIDE AFFORDABLE TRANSITIONAL HOUSING FOR HOMELESS MOTHERS & CHILDREN | $10,000 | |
| WELDER WILDLIFE FOUNDATION | ||||||||
| 10429 WELDER WILDLIFE | SINTON | TX | 78387 | NONE | PUBLIC CHARITY | TO CONDUCT RESEARCH AND EDUCATION IN WILDLIFE MANAGEMENT AND CONSERVATION | $3,000 | |
| WILD CAT CONSERVATION INC | ||||||||
| PO BOX 1206 | KINGSVILLE | TX | 78364 | NONE | PUBLIC CHARITY | FOR 'NONINVASIVE MONITORING FOR OCELOTS | $5,000 | |
| WOMENS SHELTER OF SOUTH TEXAS | ||||||||
| PO BOX 3368 | CORPUS CHRISTI | TX | 78463 | NONE | PUBLIC CHARITY | FOR EMERGENCY SHELTER & SUPPORTIVE SERVICES PROGRAM | $1,000 | |
| YMCA OF AUSTIN | ||||||||
| 3208 RED RIVER | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND AND BODY FOR ALL | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $397,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,576 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,121 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,697 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,697 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOT APPLICABLE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST EAGLE GLOBAL CLASS I | FMV | $1,795,475 | $3,063,303 |
| CHEVRON | FMV | $41,906 | $223,120 |
| VANGUARD SHORT TERM CORPORATE BOND | FMV | $345,497 | $708,705 |
| VANGUARD TOTAL STOCK MARKET INDEX | FMV | $1,885,312 | $3,851,833 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,276 | $227 | $0 |
| PROFESSIONAL FEES | $6,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $4,901 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |