| Identifier | Return Reference | Explanation |
|---|---|---|
| Treatment of Qualifying Distributions Election Pursuant to IRC Section 4942h2and Reg. 53.4942a-3d2, | Treatment of Qualifying Distributions Election Pursuant to IRC Section 4942h)2)and Reg. 53.4942a)3d)2) the Foundation elects to treat qualifying distributions not treated as made out of the undistributed income of the immediately preceding tax year as made out of undistributed income from the tax year ended December 31 2020. Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year. |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Brokerage account | 437,820 | 437,820 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Investment management fees | 5,856 | 5,856 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|