REED FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- REED FAMILY FOUNDATION (EIN 77-0559688)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-20
- IRS object ID
- 202601109349100015
- Schema version
- 2025v4.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-20T12:11:06-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844614358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CPA KPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3 | AddressLine1Txt |
| City | DELANO | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55328 | 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 | 770559688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REED FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REED | BusinessNameControlTxt |
| Phone | 5126264370 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 FALLING OAKS TRAIL | AddressLine1Txt |
| City | THE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAYTON REED | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5126264370 | PhoneNum |
| Signature | 2026-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE P ANDERSON | PreparerPersonNm |
| PTIN | P01535454 | PTIN |
| Phone | 8884021780 | 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 | $604,118 | 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 | $72 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,740 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,158 | 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 |
| Legal Fees Rev And Expnss | $2,414 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,414 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,029 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $514 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $515 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,601 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,601 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $879 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,585 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,585 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $215 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,209 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,014 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,209 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,010 | CashBOYAmt |
| Cash EOY | $12,080 | CashEOYAmt |
| Cash EOYFMV | $12,080 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,928 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $442,570 | CorporateStockBOYAmt |
| Corporate Stock EOY | $444,522 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $592,038 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $471,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $456,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $604,118 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $471,508 | RetainedEarningBOYAmt |
| Retained Earning EOY | $456,602 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $471,508 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $456,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $471,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $456,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $471,508 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $250 | OtherIncreasesAmt |
| Subtotal | $456,623 | SubtotalAmt |
| Other Decreases | $21 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $456,602 | 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 | $115,245 | GrossSalesPriceAmt |
| Cost Or Other Basis | $101,505 | CostOrOtherBasisAmt |
| Gain Or Loss | $13,740 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,740 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,740 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $222 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $222 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $222 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5126264370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 FALLING OAKS TRAIL | AddressLine1Txt |
| City | THE HILLS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| CLAYTON REED | ||||||||
| 9 FALLING OAKS TRAIL | THE HILLS | TX | 78738 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| STEPHANIE S REED | ||||||||
| 9 FALLING OAKS TRAIL | THE HILLS | TX | 78738 | CFO | 3.00 | $0 | $0 | $0 |
| JEFFREY REED | ||||||||
| 9 FALLING OAKS TRAIL | THE HILLS | TX | 78738 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSIE REED | ||||||||
| 9 FALLING OAKS TRAIL | THE HILLS | TX | 78738 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE T REED | ||||||||
| 9 FALLING OAKS TRAIL | THE HILLS | TX | 78738 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TRAVIS REED | ||||||||
| 9 FALLING OAKS TRAIL | THE HILLS | TX | 78738 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISSY REED | ||||||||
| 9 FALLING OAKS TRAIL | THE HILLS | TX | 78738 | DIRECTOR | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $537,702 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,098 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $555,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $555,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $547,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $222 | TotalTaxAmt |
| Distributable Before Adj | $27,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,401 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,064 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $14,523 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,523 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,663 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,186 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,523 | ExcessFromYear1Amt |
| Excess From Current Year | $2,663 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLAYTON REED | ContributingManagerNm |
| Contributing Manager | STEPHANIE S REED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBY'S HOUSE | |||||||
| 52 HIGH STREET | WORCESTER | MA | 01609 | N/A | PC | PROVIDE HOUSING FOR WOMEN & CHILDREN | $1,000 |
| DANVILLE CHILDREN'S GUILD | |||||||
| PO BOX 955 | DANVILLE | CA | 94526 | N/A | PC | TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN IN DANVILLE AREA | $750 |
| DELASALLE BROTHERHOOD FUND | |||||||
| 1130 WINTON DRIVE | CONCORD | CA | 94518 | N/A | PC | FINANCIAL AID FOR STUDENTS | $1,000 |
| FRIENDS OF THE PARKS | |||||||
| 3103 LAKEWAY BLVD | AUSTIN | TX | 78734 | N/A | PC | ENVIRONMENTAL PROTECTION | $500 |
| HIGH FIVES NON-PROFIT FOUNDATION | |||||||
| 10775 PIONEER TRAIL STE 108 | TRUCKEE | CA | 96161 | N/A | PC | TO PREVENT LIFE-CHANGING INJURIES AND PROVIDES RESOURCES FOR THE SERIOUSLY INJURED | $500 |
| HILL COUNTRY INTERGROUP ALCOHOLICS ANONYMOUS | |||||||
| 1825 FORTVIEW RD 104 | AUSTIN | TX | 78704 | N/A | PC | TO ASSIST INDIVIDUALS IN OVERCOMING ALCOHOLISM | $500 |
| ICAN | |||||||
| PO BOX 131568 | HOUSTON | TX | 77219 | N/A | PC | SUPPORT TRANSPARENCY, AND ACCOUNTABILITY IN PUBLIC HEALTH AND MEDICAL DECISIONS | $1,500 |
| MAGIS CENTER | |||||||
| 13280 CHAPMAN AVENUE 9TH FLOOR | GARDEN GROVE | CA | 92840 | N/A | PC | TO PROMOTE CHRISTIAN VALUES AND BELIEFS | $1,000 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | SUPPORT ART, ENVIRONMENTAL PROJECTS AND PROVIDE FISCAL SPONSORSHIPS TO CHARITABLE CAUSES | $2,300 |
| ST ANDREW'S SCHOOL FOUNDATION | |||||||
| 1112 WEST 31ST ST | AUSTIN | TX | 78705 | N/A | PC | SUPPORT EDUCATION | $5,000 |
| STARK MOUNTAIN FOUNDATION | |||||||
| PO BOX 1221 | WAITSFIELD | VT | 05673 | N/A | PC | ENVIRONMENTAL PROTECTION | $4,000 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | SUPPORT NEW YORK FIRE FIGHTERS | $1,000 |
| UCSF BENIOFF CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1111 FRANKLIN ST 9TH FLOOR | OAKLAND | CA | 94607 | N/A | PC | TO SUPPORT UCSF BENIOFF CHILDREN'S HOSPITALS PROVIDE HEALTHCARE TO CHILDREN | $750 |
| WAPOA | |||||||
| PO BOX 342 | CROSSLAKE | MN | 56442 | N/A | PC | ENVIRONMENTAL PROTECTION | $500 |
| WESTBOROUGH FOOD PANTRY | |||||||
| 9 E MAIN STREET | WESTBOROUGH | MA | 01581 | N/A | PC | SUPPORT FOOD SHELF | $1,750 |
| WORD ON FIRE CATHOLIC MINISTRIES | |||||||
| PO BOX 97330 | WASHINGTON | DC | 20090 | N/A | PC | TO PROMOTE CHRISTIAN MEDIA | $1,000 |
| MOBILE LOAVES & FISHES (COMMUNITY FIRST) | |||||||
| 9116 HOG EYE ROAD BUILDING 3405 | AUSTIN | TX | 78724 | N/A | PC | SUPPORT PERMANENT HOUSING AND COMMUNITY FOR THE CHRONICALLY HOMELESS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,418 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,740 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,158 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,158 | 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 EXPENSE | CategoryTxt |
| Amt | $1,029 | Amt |
| Net Investment Income | $514 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $515 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $444,522 | EOYBookValueAmt |
| EOYFMV | $592,038 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,414 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,414 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER BASIS ADJUSTMENT | Desc |
| Amt | $21 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $215 | $215 | $0 |
| STATE FILING FEES | $500 | $0 | $500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVERSAL OF GRANT ISSUED IN 2024 CHECK NEVER CASHED | Desc |
| Amt | $250 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $6,601 | Amt |
| Net Investment Income | $6,601 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $1,092 | $0 | $0 |
| FOREIGN TAX PAID | $879 | $879 | $0 |