TYLER GILBERT HEART TRANSPLANT SURVIVOR S FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TYLER GILBERT HEART TRANSPLANT SURVIVOR S FOUNDATION (EIN 26-2000207)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-03
- IRS object ID
- 202600939349100905
- Schema version
- 2025v4.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T08:15:43-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262000207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tyler Gilbert Heart Transplant Survivor's | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TYLE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Gilbert | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,819,517 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $119 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $119 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,449 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $231,308 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $321,727 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $231,308 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $291,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,876 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,901 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,321 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $981 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,596 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,595 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,496 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,496 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $163,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,327 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,337 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,144,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,302,643 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,798,180 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,160,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,323,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,819,517 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,160,408 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,323,980 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,160,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,323,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,160,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,323,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,160,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $163,572 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,323,980 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,323,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $321,727 | GrossSalesPriceAmt |
| Cost Or Other Basis | $90,419 | CostOrOtherBasisAmt |
| Gain Or Loss | $231,308 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $231,308 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $231,308 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,967 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,967 | SubtotalAmt |
| Tax Based On Investment Income | $3,967 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,667 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Leigh Gilbert | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 3.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,649,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,667,782 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,667,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,627,765 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,967 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,967 | TotalTaxAmt |
| Distributable Before Adj | $127,421 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $127,421 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $127,421 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,496 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $118,496 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $108,262 | UndistributedIncomePYAmt |
| Qualifying Distributions | $118,496 | QualifyingDistributionsAmt |
| Applied To Year1 | $108,262 | AppliedToYear1Amt |
| Applied To Current Year | $10,234 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $117,187 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ENDURING HEARTS INC | |||||||
| 1205 JOHNSON FERRY RD STE 136 | MARIETTA | GA | 30068 | N/A | PC | General & Unrestricted | $30,000 |
| EQUITY IN HEART TRANSPLANT PROJECT INC | |||||||
| 867 BOYLSTON ST STE 500 | BOSTON | MA | 02116 | N/A | PC | General & Unrestricted | $6,000 |
| MAKE-A-WISH FOUNDATION OF ORANGE COUNTY | |||||||
| 3230 EL CAMINO REAL STE 100 | IRVINE | CA | 92602 | N/A | PC | General & Unrestricted | $5,000 |
| PEARL CHURCH | |||||||
| 721 NW 9TH AVE STE 225 | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $2,000 |
| REGENTS OF THE UNIVERSITY OF LOS ANGELES | |||||||
| 10945 LE CONTE AVE SUITE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | General & Unrestricted | $55,000 |
| TRANSPLANT FOUNDATION INC | |||||||
| 600 17TH ST SUITE 2515S | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $231,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $291,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $291,876 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Leigh Gilbert | PersonNm |
| Short Explanation | *DANIEL LEIGH GILBERT, PRESIDENT/DIRECTOR/SECRETARY OF TYLER GILBERT HEART TRANSPLANT SURVIVOR'S FOUNDATION (THE "FOUNDATION"), IS AN OWNER OF GILBERT VALUATIONS, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2025, THE FOUNDATION PAID $7,387 FOR INVESTMENT MANAGEMENT AND ADMINISTRATIVE SERVICES RENDERED BY SUCH A DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT AND ADMINISTRATIVE SERVICES FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $11,758 | $195,739 |
| AVANTIS US SMALL CAP VALUE ETF | $120,788 | $130,025 |
| BERKSHIRE HATHAWAY INC. CLASS | $65,284 | $449,369 |
| CHEVRON CORP | $14,442 | $14,343 |
| COHEN & STEERS QLTY INCM RLTY | $113,703 | $152,937 |
| ENBRIDGE INC | $33,686 | $47,830 |
| FIDELITY TOTAL BOND ETF | $57,634 | $58,599 |
| GRAYSCALE BITCOIN TR BTC SHS A | $8,148 | $34,180 |
| INFRACAP REIT PREFERRED ETF | $57,287 | $50,117 |
| INVESCO PREFERRED ETF | $14,428 | $22,480 |
| ISHARES EMERGING MARKETS DIVID | $68,844 | $81,911 |
| ISHARES INTERNATIONAL DEVELOPE | $79,659 | $84,074 |
| KAYNE ANDERSON MLP INV CO | $39,875 | $68,090 |
| MARKET VECTORS - GOLD MINERS E | $47,791 | $132,086 |
| MICROSOFT CORP | $11,390 | $236,974 |
| MOTLEY FOOL 100 INDEX | $41,478 | $54,545 |
| MOTLEY FOOL GLOBAL OPP ETF | $42,724 | $51,936 |
| NOVARTIS AG ADR | $7,638 | $13,787 |
| PALANTIR TECHNOLOGIES INC | $20,149 | $62,213 |
| PIMCO DYNAMIC INCOME OPPORTUNI | $45,140 | $50,516 |
| POWERSHARES SHORT QQQ NASDAQ | $9,891 | $9,060 |
| PUBLIC STORAGE DEP | $21,574 | $14,800 |
| SPDR GOLD SHARES | $11,094 | $23,779 |
| VANECK CLO ETF | $21,464 | $21,393 |
| VANGUARD DIVIDEND APPRECIATION | $116,940 | $288,114 |
| VANGUARD FTSE EMERGING MARKETS | $30,935 | $44,471 |
| VANGUARD INTL DIVDEND APPREC | $59,768 | $71,851 |
| VISA INC | $19,205 | $70,142 |
| WHEATON PRECIOUS METALS CORP | $25,509 | $176,280 |
| YACKTMAN FUND, INC | $84,417 | $86,539 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $13,570 | $13,570 | |
| Bank Charges | $1 | $1 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $1,901 | $1,901 | |
| Investment Management Services | $5,486 | $5,486 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $2,300 | |
| 990-PF Excise Tax for 2024 | $1,040 | |
| Foreign Tax Paid | $981 | $981 |