S5 FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- S5 FOUNDATION INC (EIN 39-6105207)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-06
- IRS object ID
- 202640969349100219
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-06T09:43:00-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263349278 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINBERG BARTON & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1609 SHERMAN AVE STE 204 | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 602013753 | 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 | 396105207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S5 FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | S5FO | BusinessNameControlTxt |
| Phone | 8474094255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221 | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A SCHIELD | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 8474094255 | PhoneNum |
| Signature | 2026-03-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW BARTON | PreparerPersonNm |
| PTIN | P00944647 | PTIN |
| Phone | 8478596880 | PhoneNum |
| Preparation | 2026-04-06 | PreparationDt |
| 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Interest On Sav Rev And Expnss | $9,747 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,747 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,747 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $63,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,402 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $63,402 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $225,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,631 | GrossSalesPriceAmt |
| Total Rev And Expnss | $298,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,149 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $73,149 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $266 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,520,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,520,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,523,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,520,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,224,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,149 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73,149 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,551 | CashBOYAmt |
| Corporate Stock BOY | $1,219,454 | CorporateStockBOYAmt |
| Total Assets BOY | $1,353,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,353,005 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,353,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,353,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,353,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,224,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,871,741 | OtherIncreasesAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $989 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $989 | SubtotalAmt |
| Tax Based On Investment Income | $989 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $249 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $249 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Tax Due | $774 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL A SCHIELD | IndividualWithBooksNm |
| Phone | 8474094255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 221 | AddressLine1Txt |
| City | WILMETTE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600910221 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A SCHIELD | ||||||||
| PO BOX 221 | WILMETTE | IL | 600910221 | PRES/TREAS | 40.00 | $0 | $0 | $0 |
| JILL S SCHIELD | ||||||||
| PO BOX 221 | WILMETTE | IL | 600910221 | VP, SECRETAR | 10.00 | $0 | $0 | $0 |
| AUDREY SCHIELD | ||||||||
| PO BOX 221 | WILMETTE | IL | 600910221 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NINA SCHIELD | ||||||||
| PO BOX 221 | WILMETTE | IL | 600910221 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,145,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,295,580 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,295,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,231,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $989 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $989 | TotalTaxAmt |
| Distributable Before Adj | $210,568 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $210,568 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $210,568 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,520,790 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,520,790 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,568 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $156,575 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,588 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105,357 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $184,958 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,904 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $687,382 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,520,790 | QualifyingDistributionsAmt |
| Applied To Current Year | $210,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,310,222 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,997,604 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $156,575 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,841,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,588 | ExcessFromYear4Amt |
| Excess From Year3 | $105,357 | ExcessFromYear3Amt |
| Excess From Year2 | $184,958 | ExcessFromYear2Amt |
| Excess From Year1 | $181,904 | ExcessFromYear1Amt |
| Excess From Current Year | $4,310,222 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ENDOWMENT FOUNDATION | ||||||||
| 5700 DARROW RD | STE 118 | HUDSON | OH | 44236 | NONE | PC | CHARITABLE | $4,454,290 |
| AMERICAN ENDOWMENT FOUNDATION | ||||||||
| 5700 DARROW RD | STE 118 | HUDSON | OH | 44236 | NONE | PC | CHARITABLE | $11,000 |
| HEARTLAND ALLIANCE INTL | ||||||||
| 1331 W ALBION AVE | CHICAGO | IL | 60626 | NONE | PC | CHARITABLE | $15,000 | |
| HEARTLAND HUMAN CARE SERVICES | ||||||||
| 4822 N BROADWAY | 2ND FLOOR | CHICAGO | IL | 60640 | NONE | PC | CHARITABLE | $25,000 |
| KALA ART | ||||||||
| 1060 HEINZ | BERKELEY | CA | 94710 | NONE | PC | CHARITABLE | $5,000 | |
| MENTAL HEALTH LIBERATION | ||||||||
| 3439 SE HAWTHORNE BLVD | STE 933 | PORTLAND | OR | 97214 | NONE | PC | CHARITABLE | $500 |
| NETWORK FOR YOUNG ADULT SUCCESS | ||||||||
| 200 W MADISON | STE 300 | CHICAGO | IL | 60606 | NONE | PC | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,520,790 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,747 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63,402 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $225,161 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $298,310 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,310 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BANK AMERICA CORP | 2014-10 | PURCHASE | 2025-01 | $91,690 | $33,771 | $57,919 |
| FISERV INC | 1987-06 | PURCHASE | 2025-10 | $101,945 | $230 | $101,715 |
| MERCK & CO IN | 2015-12 | PURCHASE | 2025-01 | $49,315 | $25,216 | $24,099 |
| THERMO FISHER SCIENTIFIC | 2015-02 | PURCHASE | 2025-01 | $54,681 | $13,253 | $41,428 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ROBERT W BAIRD & CO | StockNm |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS CLOSING ITS STATUS AS A PRIVATE FOUNDATION AND TRANSFERRED ASSETS TO A DONOR ADVISED FUND IN WHICH THE DIRECTORS HAVE ADVISORY PRIVILEGES. NO OTHER DISTRIBUTIONS WERE MADE, ALL FUNDS TRANSFERRED TO THE DONOR ADVISED FUND. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| STATE FILING FEES | $78 |
| POSTAGE | $188 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TFR TO DAF | Desc |
| Amt | $2,871,741 | Amt |