| Identifier | Return Reference | Explanation |
|---|---|---|
| General Explanation Supplemental Information for Form 990-PF | Part VII-B Question 1a(4) - Office/administrative expenses The Foundation is managed by its two directors on a part-time basis. Both directors are employees of a corporation that is a disqualified person, and the corporation provides office space and administrative support to the foundation and to the directors in their roles as directors. The foundation may reimburse the corporation for office and administrative expenses at amounts determined and requested by the corporation. The amounts, if any, are fair and reasonable. The foundation has no other general and administrative expenses except as reimbursed to the corporation and professional services incurred directly by the foundation. Form 4720 is not required based on the exception for reasonable compensation as provided in IRC 4941(d)(2)(E). | |
| General Explanation Supplemental Information for Form 990-PF | Nonoperating private foundation - This is a nonoperating private foundation and is not required to complete Column (c), Page 1, Part I, analysis of revenue and expenses, (c) Adjusted net income. |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| TD Ameritrade Acct. Statement attached | 191,019 | 418,153 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Other expenses | 25 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| Other Investment Income | 583 |
| Description | Beginning of Year - Book Value | End of Year - Book Value |
|---|---|---|
| Intercompany - OCC | 377 | 377 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Form 990-PF tax | 47 |