THOMAS E HALL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS E HALL FOUNDATION (EIN 95-4788906)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-06
- IRS object ID
- 202631879349100563
- Schema version
- 2025v4.2
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-06T14:42:27-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843899492 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CPM TAX & ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 563 ROUTE 106 N UNIT 6 | AddressLine1Txt |
| City | LOUDON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03307 | 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 | 954788906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Thomas E Hall Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CYNTHIA BAUMAN | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 5627069651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 576 | AddressLine1Txt |
| City | Barrington | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03825 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA BAUMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5627069651 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M MENARD CPA | PreparerPersonNm |
| PTIN | P00010532 | PTIN |
| Phone | 6037984100 | PhoneNum |
| Preparation | 2026-07-06 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,834,879 | 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 | $456 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $456 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $456 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,754 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,754 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,150,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,933 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $41,956 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $515,158 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $515,158 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $515,158 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $663,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $663,301 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $573,324 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $27,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,550 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $14,470 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,470 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $14,470 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $864 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $864 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $864 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $515,158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $515,158 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $515,158 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $559,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $559,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $559,042 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,015 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,015 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $595,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $559,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $559,042 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,259 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,282 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $268,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,625 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $973,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,107,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,632,254 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,500 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,241,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,309,890 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,834,879 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $22,465 | AdditionalPaidInCapitalBOYAmt |
| Retained Earning BOY | $1,219,181 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,309,890 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,241,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,309,890 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,241,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,309,890 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,241,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,244 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,309,890 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,309,890 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| See attached statement Primerica | P | 2025-01-01 | 2025-06-15 | $1,192,733 | $1,150,777 | $41,956 | $41,956 |
| See attached statement Primerica | P | 2024-01-01 | 2025-12-31 | $957,985 | $868,008 | $89,977 | $89,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,933 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $41,956 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,449 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,449 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,449 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,449 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | CYNTHIA BAUMAN | IndividualWithBooksNm |
| Phone | 5627069651 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 576 | AddressLine1Txt |
| City | Barrington | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03825 | 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 |
| 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 (3 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA BAUMAN | |||||||||||||
| PO Box 576 | Barrington | NH | 03825 | TRUSTEE | 7.00 | $9,000 | $0 | $0 | |||||
| MICHELLE ARMENAKAS | |||||||||||||
| TRUSTEE | 1.00 | $9,000 | $0 | $0 | 26 TRUESDALES | UXBRIDGE | ICKEHAM | UK | UB108FJ | ||||
| STACY A CLARY | |||||||||||||
| 25 DRAPER STREET APT 108 | GREENVILLE | SC | 29611 | TRUSTEE | 1.00 | $9,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,309,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,328 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,545,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,545,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,177 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,521,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,096 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,096 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,449 | TotalTaxAmt |
| Distributable Before Adj | $74,647 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $74,647 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $74,647 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,015 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,015 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,647 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $86,955 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,875 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,798 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,627 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,345 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $419,600 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,015 | QualifyingDistributionsAmt |
| Applied To Current Year | $63,015 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $11,632 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,632 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $407,968 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $75,323 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $332,645 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,875 | ExcessFromYear4Amt |
| Excess From Year3 | $100,798 | ExcessFromYear3Amt |
| Excess From Year2 | $102,627 | ExcessFromYear2Amt |
| Excess From Year1 | $30,345 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAINT JUDE CHILDRENS HOSPITAL | |||||||
| 332 N LAUDERDALE DR | Memphis | TN | 38106 | None | PC | Unconditional | $3,990 |
| CHILDRENS HOSPITAL OF LOS ANGELES | |||||||
| 4650 W SUNSET BLVD | Los Angeles | CA | 90027 | NONE | PC | UNCONDITIONAL | $12,400 |
| CHILDRENS HOSPITAL OF LA AUDIOLOGY | |||||||
| 4650 W SUNSET BLVD | Los Angeles | CA | 90027 | NONW | PC | UNCONDITIONAL | $7,525 |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | Long Beach | CA | 90802 | NONE | PC | UNCONDITIONAL | $900 |
| THE UNION MISSION | |||||||
| 545 SOUTH SAN PEDRO ST | Los Angeles | CA | 90013 | NONE | PC | UNCONDITIONAL | $1,130 |
| USO | |||||||
| PO BOX 96322 | Washington | DC | 20090 | NONE | PC | UNCONDITIONAL | $3,590 |
| DISABLED AMERICAN VETERANS | |||||||
| 860 DOLWICK DRIVE | Erlanger | KY | 41018 | NONE | PC | UNCONDITIONAL | $3,590 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 100 | Jacksonville | FL | 32256 | NONE | PC | UNCONDITIONAL | $2,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,015 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $456 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,754 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,210 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,210 | 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 | Tax prep fees | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,550 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Primerica | StockNm |
| EOY Book Value | $1,107,265 | EOYBookValueAmt |
| EOYFMV | $1,632,254 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MACHINERY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $1,500 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,500 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 1099R from LPL to Primerica | $202,109 | $202,109 | $202,109 | $0 |
| 1099R from LPL to Primerica | $313,049 | $313,049 | $313,049 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LPL Financial 1099R 28190116 | $313,049 | $313,049 | $313,049 |
| LPL Financial 1099R 50324258 | $202,109 | $202,109 | $202,109 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $14,470 | Amt |
| Net Investment Income | $14,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,470 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Paid | CategoryTxt |
| Amt | $864 | Amt |
| Net Investment Income | $864 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $864 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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