WADE A AND RUBY O WALLINGER FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WADE A AND RUBY O WALLINGER FOUNDATION INC (EIN 46-5015111)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-13
- IRS object ID
- 202621949349100412
- 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
- Amortization Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-13T09:16:59-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475476811 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DeBenonBroussard LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 Green Oak Pl Ste 194 | AddressLine1Txt |
| City | Kingwood | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77339 | 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 | 465015111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WADE A AND RUBY O WALLINGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WADE | BusinessNameControlTxt |
| Phone | 2819609636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4022 SPRUCE VALLEY DR | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77345 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WADE A WALLINGER | PersonNm |
| Person Title | SEC/TREAS/DIRECTOR | PersonTitleTxt |
| Signature | 2026-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chuck K DeBenon CPA PFS | PreparerPersonNm |
| PTIN | P00629664 | PTIN |
| Phone | 2814467667 | 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 | $1,429,030 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $36,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,101 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,101 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,524,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,217 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $35,867 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $191,320 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,320 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $71,970 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $906 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,555 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,267 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $14,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,263 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $88,329 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71,970 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,438 | CashBOYAmt |
| Cash EOY | $56,202 | CashEOYAmt |
| Cash EOYFMV | $56,202 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,513 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,011 | PrepaidExpensesEOYAmt |
| Other Investments BOY | $1,140,810 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,215,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,372,828 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $326 | OtherAssetsBOYAmt |
| Other Assets EOY | $262 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,176,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,272,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,429,030 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,333 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,577 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,333 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,577 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100 | CapitalStockBOYAmt |
| Capital Stock EOY | $100 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,172,654 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,263,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,172,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,176,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,272,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,172,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $88,329 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,844 | OtherIncreasesAmt |
| Subtotal | $1,263,927 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS MORGAN STANLEY - ST COVERED | P | 2024-06-06 | 2025-04-23 | $959,249 | $923,382 | $35,867 | $35,867 |
| VARIOUS MORGAN STANLEY - LT COVERED | P | 2021-02-08 | 2025-05-06 | $564,878 | $445,538 | $119,340 | $119,340 |
| VARIOUS CAPITAL GAIN DISTRIBUTIONS | P | 2021-01-01 | 2025-12-31 | $10 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,217 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $35,867 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,659 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,659 | SubtotalAmt |
| Tax Based On Investment Income | $2,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,513 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,513 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,146 | 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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WADE WALLINGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2819609636 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4022 SPRUCE VALLEY DR | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77345 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RUBY O WALLINGER | ||||||
| 4022 SPRUCE VALLEY DR | KINGWOOD | TX | 77345 | PRESIDENT/DIREC | 1.00 | $0 |
| WADE A WALLINGER | ||||||
| 4022 SPRUCE VALLEY DR | KINGWOOD | TX | 77345 | SEC./TREAS/DIRE | 2.00 | $0 |
| GINGER KLASNICH | ||||||
| 200 BAY POINTE DRIVE | VONORE | TN | 37885 | Director | 0.10 | $0 |
| GUY DAYVAULT | ||||||
| 94 NORTH MEWS COURT | THE WOODLANDS | TX | 77381 | Director | 0.10 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,386,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,403,297 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,403,297 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,382,248 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,659 | TotalTaxAmt |
| Distributable Before Adj | $66,453 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,453 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,453 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,263 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $88,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,453 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,872 | UndistributedIncomePYAmt |
| Qualifying Distributions | $88,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,872 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,391 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,062 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUBY O WALLINGER | ContributingManagerNm |
| Contributing Manager | WADE A WALLINGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| YMCA OF GREATER HOUSTON | |||||||||||
| 2600 N LOOP W FWY 300 | HOUSTON | TX | 77092 | PC | CHARITABLE | $1,000 | |||||
| SPECIAL OLYMPICS TEXAS | |||||||||||
| 1804 RUTHERFORD LANE | AUSTIN | TX | 78754 | PC | CHARITABLE | $500 | |||||
| NEW HORIZONS OF NW FL | |||||||||||
| 10050 HILLVIEW DR | PENSACOLA | FL | 32514 | PC | CHARITABLE | $3,000 | |||||
| HOLY COMFORTER CHURCH | |||||||||||
| 1901 Woodland Hills Drive | KINGWOOD | TX | 77339 | PC | CHARITABLE | $2,500 | |||||
| VILLAGE LEARNING CENTER | |||||||||||
| 3819 PLUM VALLEY DR | KINGWOOD | TX | 77339 | PC | CHARITABLE | $5,000 | |||||
| BIBLE PROJECT | |||||||||||
| 1302 SE ANKENY STREET | PORTLAND | OR | 97214 | PC | CHARITABLE | $125 | |||||
| SOUTHEAST TEXAS FOOD BANK | |||||||||||
| 3845 S ML KING JR PARKWAY | BEAUMONT | TX | 77705 | PC | CHARITABLE | $125 | |||||
| LUTHERHILL MINISTRIES | |||||||||||
| 3782 LUTHER HILL RD | LA GRANGE | TX | 78945 | PC | CHARITABLE | $213 | |||||
| FOSTER'S HOME FOR CHILDREN | |||||||||||
| 1779 N GRAHAM ST | STEPHENVILLE | TX | 76401 | PF | CHARITABLE | $5,000 | |||||
| HOLY COMFORTER LUTHER CHURCH | |||||||||||
| 1901 WOODLAND HILLS DR | KINGWOOD | TX | 77339 | PF | CHARITABLE | $52,000 | |||||
| MARCH OF DIMES | |||||||||||
| 5420 DASHWOOD DR STE 302 | HOUSTON | TX | 77081 | PF | CHARITABLE | $100 | |||||
| NONPAREIL INSTITUTE | |||||||||||
| 10675 RICHMOND AVE | HOUSTON | TX | 77042 | PF | CHARITABLE | $1,000 | |||||
| STAR OF HOPE MISSION | |||||||||||
| 4848 LOOP CENTRAL DR STE 500 | HOUSTON | TX | 77081 | PF | CHARITABLE | $1,000 | |||||
| THE HIVE FOUNDATION | |||||||||||
| PF | CHARITABLE | $5,000 | CAMROSE AVENUE | LONDON | LONDON | UK | HA8 6AG | ||||
| ST JOSEPH'S INDIAN SCHOOL | |||||||||||
| PO BOX 326 | CHAMBERLAIN | SD | 57326 | PF | CHARITABLE | $100 | |||||
| HUMBLE ISD FOUNDATION | |||||||||||
| 20200 EASTWAY VILLAGE DR | HUMBLE | TX | 77338 | PF | CHARITABLE | $1,000 | |||||
| KINGWOOD ROBOTICS BOOSTER CLUB | |||||||||||
| 2701 KINGWOOD DR | KINGWOOD | TX | 77339 | PF | CHARITABLE | $2,500 | |||||
| REASON FOUNDATION | |||||||||||
| 5737 MESMER AVE | LOS ANGELES | CA | 90230 | PF | CHARITABLE | $1,000 | |||||
| HAAM | |||||||||||
| 1302 1st STREET EAST | HUMBLE | TX | 77338 | PF | CHARITABLE | $1,000 | |||||
| OCEAN PARK FOOD BANK | |||||||||||
| 1601 BAY AVENUE | OCEAN PARK | WA | 98640 | PF | CHARITABLE | $5,000 | |||||
| AVONDALE HOUSE | |||||||||||
| 3737 OMEARA DRIVE | HOUSTON | TX | 77025 | PF | CHARITABLE | $1,000 | |||||
| ELCA | |||||||||||
| 8765 W HIGGINS RD | CHICAGO | IL | 60631 | PC | CHARITABLE | $100 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,263 | 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 | $2 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,101 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $155,217 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $191,320 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $191,320 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3411 | LineNumberTxt |
| Relationship Statement | ALL INVESTMENT ACTIVITIES ARE INTENDED TO GROW THE FOUNDATIONS ASSET LEVELS IN ORDER TO INCREASE CHARITABLE CONTRIBUTIONS DURING THE FOUNDATIONS EXISTENCE. | RelationshipStatementTxt |
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 |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATIONAL COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2014-01-01 | AcquiredCompletedOrExpendedDt |
| Amortized | $1,063 | AmortizedAmt |
| Deduction For Prior Years | $738 | DeductionForPriorYearsAmt |
| Current Year Amortization | $63 | CurrentYearAmortizationAmt |
| Total Amortization | $801 | TotalAmortizationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| BOY Book Value | $325 | BOYBookValueAmt |
| EOY Book Value | $262 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Amortization | $63 |
| CC CASH REWARDS | -$68 |
| INVESTMENT EXPENSES | $12,102 |
| MEALS | $170 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,844 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD | $3,000 | $8,200 |
| UNSETTLED PURCHASES/SALES | $333 | $377 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 1099 PREP | $6 | $0 | $0 | $0 |
| DEBENONBROUSSARD | $900 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL INCOME TAX - GROSS | $502 |
| FOREIGN TAXES | $1,053 |
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