RACHAEL & BEN VAUGHAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RACHAEL & BEN VAUGHAN FOUNDATION (EIN 74-6040479)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-06-29
- IRS object ID
- 201521809349100407
- Schema version
- 2013v4.0
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-29T13:47:54-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263059342 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANGUM SCHIEFFER BRADLEY & CO PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7373 BROADWAY SUITE 109 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RACH | BusinessNameControlTxt |
| Phone | 2102220335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460968 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782460968 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN F VAUGHAN III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5124774726 | PhoneNum |
| Signature | 2015-06-18 | 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 | 2104778797 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,610,564 | 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 | $146,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $341,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,108,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $341,354 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $487,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $487,665 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $1,013 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $101 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $912 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,892 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,043 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $315,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $315,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $160,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $487,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,928 | CashBOYAmt |
| Cash EOY | $2,694 | CashEOYAmt |
| Cash EOYFMV | $2,694 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,829 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,000 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $4,085,591 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,247,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,603,870 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,094,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,254,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,610,564 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $304 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $304 | 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 | $1,357,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,518,069 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,094,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,254,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,094,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,254,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,094,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $160,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,254,594 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,254,594 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 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 | P | 2013-12-31 | 2014-11-20 | $238,050 | $238,880 | -$830 | -$830 |
| VANGUARD TOTAL STOCK MKT IDS ADM | P | 2013-12-31 | 2014-05-22 | $83,399 | $76,838 | $6,561 | $6,561 |
| VANGUARD TOTAL STOCK MKT IDS ADM | P | 2014-06-23 | 2014-06-26 | $18,413 | $18,462 | -$49 | -$49 |
| VANGUARD SHORT-TERM INVEST-GR ADM | P | 2013-11-01 | 2014-11-20 | $21,438 | $21,512 | -$74 | -$74 |
| VANGUARD TOTAL STOCK MKT IDS ADM | P | 2013-03-21 | 2014-05-22 | $19,582 | $15,940 | $3,642 | $3,642 |
| VANGUARD TOTAL STOCK MKT IDS ADM | P | 2013-06-01 | 2014-06-26 | $94,963 | $67,614 | $27,349 | $27,349 |
| VANGUARD SHORT-TERM INVEST-GR ADM | P | 2009-12-22 | 2014-05-28 | $2,076 | $2,050 | $26 | $26 |
| VANGUARD SHORT-TERM INVEST-GR ADM | P | 2013-11-01 | 2014-11-20 | $55,512 | $55,237 | $275 | $275 |
| VANGUARD TOTAL STOCK MKT IDS ADM | P | 2013-07-01 | 2014-07-21 | $101,102 | $54,466 | $46,636 | $46,636 |
| VANGUARD TOTAL STOCK MKT IDS ADM | P | 2013-08-01 | 2014-08-25 | $104,327 | $55,333 | $48,994 | $48,994 |
| VANGUARD TOTAL STOCK MKT IDS ADM | P | 2013-09-01 | 2014-09-22 | $100,260 | $53,441 | $46,819 | $46,819 |
| VANGUARD TOTAL STOCK MKT IDS ADM | P | 2013-10-01 | 2014-10-22 | $101,409 | $56,113 | $45,296 | $45,296 |
| VANGUARD TOTAL STOCK MKT IDS ADM | P | 2013-11-01 | 2014-11-20 | $97,831 | $50,769 | $47,062 | $47,062 |
| CAPITAL GAINS DIVIDENDS | P | $69,647 | $69,647 | $69,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $341,354 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $297,271 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,629,372 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044842 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $283,231 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,932,182 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047745 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $243,568 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,805,937 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041952 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $233,648 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,146,080 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045403 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $285,706 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,367,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065411 | DistributionYr5Rt |
| Total Distribution | 0.245353 | TotalDistributionRt |
| Average Distribution | 0.049071 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,444,966 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $365,332 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,874 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $370,206 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $318,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,747 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,747 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,900 | AppliedToEsTaxAmt |
| Total Payments And Credits | $9,900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $153 | OverpaymentAmt |
| Applied To ES Tax | $153 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782460968 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BEN F VAUGHAN III | ||||||||
| PO BOX 460968 | SAN ANTONIO | TX | 782460968 | PRESIDENT & TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAPHNE VAUGHAN | ||||||||
| PO BOX 460968 | SAN ANTONIO | TX | 782460968 | SEC, TREASURER & TRUSTEE | 1.00 | $0 | $0 | $0 |
| BEN F VAUGHAN IV | ||||||||
| PO BOX 460968 | SAN ANTONIO | TX | 782460968 | VICE PRES & TRUSTEE | 1.00 | $0 | $0 | $0 |
| GENEVIEVE VAUGHAN | ||||||||
| PO 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 | $7,555,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,558,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,558,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,444,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,747 | TotalTaxAmt |
| Distributable Before Adj | $362,501 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $362,501 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $362,501 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $318,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $318,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $362,501 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $312,767 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $318,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $312,767 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,258 | 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 | $357,243 | 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 GRANTSRBVFOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 460968 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782460968 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2102220335 | RecipientPhoneNum |
| 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 (50 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAPE PREGNANCY RESOURCE CENTER | |||||||
| 104 E MAIN AVE | ROUND ROCK | TX | 78664 | NONE | PUBLIC CHARITY | SERVICES FOR PREGNANT OR PARENTING HOMELESS WOMEN | $3,000 |
| ANN RICHARDS SCHOOL FOUNDATION | |||||||
| 2206 PRATHER LANE | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | EDUCATE YOUUNG WOMEN TO SUCCEED IN COLLEGE, CAREERS, | $18,000 |
| 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 |
| 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 |
| BLUE LAPIS LIGHT INC | |||||||
| PO BOX 1821 | AUSTIN | TX | 78767 | NONE | PUBLIC CHARITY | SUPPORT AERIAL DANCE AND MOVEMENT CLASSES | $8,000 |
| BREAKTHROUGH | |||||||
| 1050 EAST 11TH ST STE 350 | AUSTIN | TX | 78702 | NONE | PUBLIC CHARITY | SUPPORT SATURDAYS AT ST. STEPHEN'S PROGRAM | $3,000 |
| CAPITAL AREA FOOD BANK OF TEXAS INC | |||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | NONE | PUBLIC CHARITY | KIDS CAFE PROGRAM | $5,000 |
| CARITAS OF AUSTIN | |||||||
| P O BOX 1947 | AUSTIN | TX | 78767 | NONE | PUBLIC CHARITY | EMERGENCY SERVICES FOR LOW INCOME FAMILIES | $5,000 |
| CASA MARIANELLA | |||||||
| 821 GUNTER ST | AUSTIN | TX | 78702 | NONE | PUBLIC CHARITY | FOR IMMIGRANT SHELTERS | $2,500 |
| CATHOLIC CHARITIES OF CENTRAL TEXAS | |||||||
| 1625 RUTHERFORD LANE | AUSTIN | TX | 78754 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 |
| CHRISTIAN SENIOR SERVICES | |||||||
| 4306 NW LOOP 410 | SAN ANTONIO | TX | 78229 | NONE | PUBLIC CHARITY | MEALS ON WHEELS | $2,000 |
| 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 | $4,000 |
| COLLEGE FORWARD | |||||||
| PO BOX 142308 | AUSTIN | TX | 78714 | NONE | PUBLIC CHARITY | SUPPORT COLLEGE PREPARATORY PROGRAM | $3,000 |
| CONSPIRARE | |||||||
| 1033 LA POSADA DRIVE SUITE 130 | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | SUPPORT PROGRAM 'BIG SINGS' COMMUNITY OUTREACH PROGR | $10,000 |
| 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 | $8,000 |
| EMANCIPET INC | |||||||
| 7010 EASY WIND DRIVE SUITE 260 | AUSTIN | TX | 78752 | NONE | PUBLIC CHARITY | PROVIDE SAFE AND ACCESSIBLE SPAY/NEUTER FOR PETS IN COMMUNITY | $5,000 |
| FAMILY ELDERCARE INC | |||||||
| 1700 RUTHERFORD LANE | AUSTIN | TX | 78754 | NONE | PUBLIC CHARITY | SUPPORT PROGRAM THAT HELPS LOW INCOME OLDER ADULTS W | $2,500 |
| FOUNDATION COMMUNITIES INC | |||||||
| 3036 S FIRST ST | AUSTIN | TX | 78704 | NONE | PUBLIC CHARITY | EXPAND CHILDRENS HOME INITIATIVE | $10,000 |
| FRONT STEPS INC | |||||||
| P O BOX 684519 | AUSTIN | TX | 78768 | NONE | PUBLIC CHARITY | PROVIDE A PATHWAY HOME THROUGH SHELTER, AFFORDABLE HOUSING, AND COMMUNITY EDUCATION | $10,000 |
| GUADALUPE VALLEY HABITAT FOR HUMANITY | |||||||
| P O BOX 87 | SEGUIN | TX | 78156 | NONE | PUBLIC CHARITY | TOWARD THE CONSTRUCTION OF THEIR FIRST 'GREEN' HOME | $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 | $5,000 |
| 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 | $18,000 |
| LA POSADA PROVIDENCIA | |||||||
| 1610 MARYDALE ROAD | SAN BENITO | TX | 78586 | NONE | PUBLIC CHARITY | CLIENT MEDICAL & DENTAL ASSISTANCE | $3,000 |
| LAMBI FUND OF HAITI | |||||||
| P O BOX 18955 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | FOR THE ENVIRONMENTAL PROGRAM | $5,000 |
| MANOS DE CRISTO INC | |||||||
| 4911 HARMON AVE | AUSTIN | TX | 78751 | NONE | PUBLIC CHARITY | DENTAL SERVICES TO LOW INCOME INDIVIDUALS & FAMILIES | $5,000 |
| MERCED HOUSING TEXAS | |||||||
| 212 W LAUREL STEET | SAN ANTONIO | TX | 78212 | NONE | PUBLIC CHARITY | SUPPORT QUALITY, AFFORDABLE HOUSING TO POOR PEOPLE | $5,000 |
| MOTHERPEACE INSTITUTE | |||||||
| P O BOX 616 | REX | GA | 30273 | NONE | PUBLIC CHARITY | GENERAL SUPPORT TO SINGLE-PARENT MOTHERS | $7,000 |
| 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 |
| 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 |
| PEOPLES COMMUNITY CLINIC INC | |||||||
| 2909 N IH-35 | AUSTIN | TX | 78722 | NONE | PUBLIC CHARITY | SUPPORT HEALTHY MOTHERS AND HAPPY BABIES | $5,000 |
| ROB & BESSIE WILDER WILDLIFE | |||||||
| P O BOX 1400 | SINTON | TX | 78387 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| 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 | $20,000 |
| 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 CHILDREN'S MUSEUM | |||||||
| 305 E HOUSTON STREET | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | PROVIDE JOYFUL LEARNING AND DISCOVERY TO HELP CONNECT FAMILIES AND TRANSFORM COMMUNITIES | $7,000 |
| SETON HOME FOR PREGNANT WOMEN | |||||||
| 1115 MISSION ROAD | SAN ANTONIO | TX | 78210 | NONE | PUBLIC CHARITY | SERVICES FOR PREGNANT OR PARENTING HOMELESS WOMEN | $2,750 |
| SHARE FOUNDATION | |||||||
| 2425 COLLEGE AVE | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | TO EDUCATE SALVADORAN WOMEN ABOUT NEW LAWS | $4,250 |
| SPRAY NEUTER INJECT PROJECT SAN ANTONIO | |||||||
| 6338 N NEW BRAUNFELS 185 | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | FOR THE BIG FIX CLINIC | $5,000 |
| SWARAJ FOUNDATION | |||||||
| 143 CHAUCER STREET | WILLOWBROOK | IL | 60527 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| TEACH FOR AMERICA | |||||||
| 700 N ST MARYS STREET SUITE 200 | SAN ANTONIO | TX | 78205 | NONE | PUBLIC CHARITY | BUILD A MOVEMENT TO ELIMINATE EDUCATIONAL INEQUITY | $10,000 |
| TEXAS BIOMEDICAL RESEARCH INSTITUTE | |||||||
| 7620 NW LOOP 410 | SAN ANTONIO | TX | 78227 | NONE | PUBLIC CHARITY | IMPROVE HEALTH OF THE GLOBAL COMMUNITY | $5,000 |
| TEXAS CONVERSATION ALLIANCE | |||||||
| PO BOX 822554 | DALLAS | TX | 75382 | NONE | PUBLIC CHARITY | EDUCATE DALLAS CITIZENS TO ENSURE REGION'S WATER FUT | $7,500 |
| 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 |
| 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 |
| TRINITY CENTER | |||||||
| 304 E 7TH STREET | AUSTIN | TX | 78701 | NONE | PUBLIC CHARITY | PROGRAMS FOR THE POOR AND HOMELESS | $5,000 |
| VIDES USA | |||||||
| 6019 BUENA VISTA STREET | SAN ANTONIO | TX | 78237 | NONE | PUBLIC CHARITY | PROMOTES SERVICE IN EDUCATION AND SOCIAL JUSTICE | $10,000 |
| VINCARE SERVICES OF AUSTIN FOUNDATION | |||||||
| 2026 GUADALUPE STEET | AUSTIN | TX | 78705 | NONE | PUBLIC CHARITY | PROVIDE AFFORDABLE TRANSITIONAL HOUSING FOR HOMELESS MOTHERS & CHILDREN | $10,000 |
| WOMEN RISING RADIO | |||||||
| 1714 FRANKLIN ST 100-251 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| WOMENS SHELTER OF SOUTH TEXAS | |||||||
| PO BOX 3368 | CORPUS CHRISTI | TX | 78463 | NONE | PUBLIC CHARITY | FOR EMERGENCY SHELTER & SUPPORTIVE SERVICES PROGRAM | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $315,000 | 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 | $146,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $341,354 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $487,665 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $487,665 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,892 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $1,613,921 | $2,832,024 |
| CHEVRON | FMV | $41,906 | $217,740 |
| VANGUARD SHORT TERM CORPORATE BOND | FMV | $488,720 | $487,689 |
| VANGUARD TOTAL STOCK MARKET INDEX | FMV | $2,103,353 | $4,066,417 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,957 | $196 | $1,761 |
| OFFICE EXPENSE | $282 | $0 | $282 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $304 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $3,894 | $0 | $0 |
| PAYROLL TAX | $77 | $7 | $70 |