STOVER FOUNDATION 09-19-96: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STOVER FOUNDATION 09-19-96 (EIN 68-0392330)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202411289349103586
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T12:53:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561761202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN STARNES & ASSOCIATES CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 13TH AVENUE DR SE | AddressLine1Txt |
| City | HICKORY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 286025196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680392330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STOVER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOV | BusinessNameControlTxt |
| Phone | 8283081913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 BAY FRONT DRIVE 604 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARKER WILLIAMSON | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 8283081913 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PARKER | PersonFirstNm |
| Person Last | WILLIAMSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORRIE S EATON CPA | PreparerPersonNm |
| PTIN | P00787878 | PTIN |
| Phone | 8283272727 | PhoneNum |
| Preparation | 2024-04-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,864,492 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $798,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $798,629 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,921 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,526,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $955,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $798,637 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $72,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,184 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,184 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,084 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,879 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,318 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,318 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,441 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $21,441 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $601 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $601 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $207,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $191,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $983,895 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $983,895 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,191,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $191,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $983,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$235,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $606,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $359,915 | CashBOYAmt |
| Cash EOY | $520,761 | CashEOYAmt |
| Cash EOYFMV | $520,761 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,244,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,344,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,344,183 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,677,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,182,184 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,999,548 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $23,282,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,047,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,864,492 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $23,282,593 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,047,128 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,282,593 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,047,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,282,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,047,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,282,593 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$235,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,047,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,047,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES X6427 | $1,405 | $2,751 | -$1,346 | -$1,346 | |
| PUBLICLY TRADED SECURITIES X6427 | $1,676,648 | $1,658,450 | $18,198 | $18,198 | |
| PUBLICLY TRADED SECURITIES X6981 | $3,848,328 | $4,177,816 | -$329,488 | -$329,488 | |
| PUBLICLY TRADED SECURITIES X6981 | $1,000,020 | $707,519 | $292,501 | $292,501 | |
| PUBLICLY TRADED SECURITIES X6427 | $9 | $5 | $4 | $4 | |
| CAPITAL GAINS DIVIDENDS | $6 | $6 | $6 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,125 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,433 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,433 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,751 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,751 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,318 | OverpaymentAmt |
| Applied To ES Tax | $26,318 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PARKER WILLIAMSON | IndividualWithBooksNm |
| Phone | 8283081913 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 BAY FRONT DRIVE 604 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR PARKER WILLIAMSON | ||||||||||||
| 7101 BAY FRONT FRIVE 604 | ANNAPOLIS | MD | 21403 | COO/TREASURER | 20.00 | $72,000 | $0 | $0 | ||||
| DR GERRIT DAWSON | ||||||||||||
| 1925 COUNTRY CLUB DRIVE | BATON ROUGE | LA | 70808 | CHAIRMAN | 1.00 | $0 | $0 | $0 | ||||
| CARA LUDWIG | ||||||||||||
| 4304 WILLOWDALE COURT | APEX | NC | 27539 | SECRETARY | 1.00 | $0 | $0 | $0 | ||||
| GARY NICKERSON | ||||||||||||
| 14 DORRANCE ROAD | KENNEBUKPORT | ME | 04046 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| DANIEL JESSUP | ||||||||||||
| 11287 E APPALOOSA PLACE | SCOTTSDALE | AZ | 85259 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| PRINCETON SCOTT BARDWELL | ||||||||||||
| 3616 STANFORD OAKS AVENUE | BATON ROUGE | LA | 70808 | DIRECTOR | 1.00 | $0 | $0 | $0 | ||||
| BROOKE JOHNSTON | ||||||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | 1 THORPE FARMHOUSE THORPE | SURREY | UK | TW20 8UQ | ||||
| REV CARMEN FOWLER LABERGE | ||||||||||||
| 1166 STREET ROAD | KINGSTON SPRINGS | TN | 37082 | DIRECTOR | 1.00 | $0 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,501,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,903,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,404,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,404,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $426,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,978,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,398,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,398,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,433 | TotalTaxAmt |
| Distributable Before Adj | $1,390,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,390,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,390,485 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $983,895 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $983,895 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,390,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,096,800 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $181,854 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,599,249 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,877,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $983,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $983,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $406,590 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $406,590 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,471,313 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $690,210 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,781,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $181,854 | ExcessFromYear3Amt |
| Excess From Year2 | $2,599,249 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $100,000 |
| ANNAPOLIS AREA CHRISTIAN SCHOOL | |||||||
| 716 BESTGATE RD | ANNAPOLIS | MD | 21401 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| C S LEWIS INSTITUTE ANNAPOLIS | |||||||
| 1776 NANTICOKE ROAD | PASADENA | MD | 21122 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $20,000 |
| CHATTANOOGA CHRISTIAN SCHOOL | |||||||
| 3354 CHARGER DRIVE | CHATTANOOGA | TN | 37409 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| CHESTNUT MOUNTAIN RANCH | |||||||
| 244 PONDEROSA PONDS ROAD | MORGANTOWN | WV | 26508 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $150,000 |
| CHRISTIAN UNION | |||||||
| 19 VANDEVENTER AVENUE | PRINCETION | NJ | 08542 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 |
| EMMANUAL CHRISTIAN SCHOOL | |||||||
| 1318 N 16TH STREET | CLARKSBURG | WV | 26301 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| FAYETTE CHRISTIAN SCHOOL | |||||||
| 1315 DAYTON AVENUE | WASHINGTON COURT HOUSE | OH | 43160 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| P O BOX 24308 | SAN JOSE | CA | 95154 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $20,000 |
| GARDERE COMMUNITY CHRISTIAN SCHOOL | |||||||
| 8538 GSRI AVENUE | BATON ROUGE | LA | 70810 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $20,000 |
| GRACE BREVARD CHURCH | |||||||
| 235 COMMERCE STREET | BREVARD | NC | 28712 | NONE | CHURCH | TO FURTHER CHRISTIAN EVANGELICAL OUTREACH | $10,000 |
| HILLSDALE COLLEGE | |||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $30,000 |
| HOPE FOR HAITI FOUNDATION | |||||||
| PO BOX 4794 | CARY | NC | 27519 | NONE | PUBLIC CHARITY | TO FURTHER CHRISTIAN EVANGELICAL OUTREACH | $10,000 |
| IRON ACADEMY | |||||||
| 3510 EDWARDS MILL ROAD | RALEIGH | NC | 27612 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| LIFE SPRING COMMUNITY HEALTH | |||||||
| 2507 MCCALLIE AVE | CHATTANOOGA | TN | 37404 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 |
| MENTOR KIDS USA | |||||||
| 6947 E MCDONALD DRIVE | SCOTTSDALE | AZ | 85253 | NONE | PUBLIC CHARITY | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| MILITARY COMMUNITY YOUTH MINISTRIES | |||||||
| 540 N CASCADE SUITE 300 | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 |
| MOUNTAIN STATE CHRISTIAN SCHOOL | |||||||
| PO BOX 510 | CULLODEN | WV | 25510 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| NORTH CREEK ACADEMY AND PRESCHOOL | |||||||
| 2303A YGNACIO VALLEY ROAD | WALNUT CREEK | CA | 94598 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| NORTHERN APPALACHIAN TEEN CHALLENGE | |||||||
| PO BOX 4253 | CLARKSBURG | WV | 26302 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $5,000 |
| NOTRE DAME SCHOOL | |||||||
| 327 WEST 13TH STREET | NEW YORK | NY | 10014 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $25,000 |
| OUTLOOK MOUNTAIN MISSION INC | |||||||
| 1620 7TH AVE | CHARLESTON | WV | 25387 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 |
| POTTERS HOUSE | |||||||
| 810 VAN RAALTE DRIVE SW | GRAND RAPIDS | MI | 49509 | NONE | PUBLIC CHARITY | TO FURTHER CHRISTIAN EVANGELICAL OUTREACH | $20,000 |
| SERVE MANAGEMENT GROUP INC DBA MISSION SERVE | |||||||
| 370 WINKLER DRIVE | ALPHARETTA | GA | 30004 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 |
| TEAYS VALLEY CHRISTIAN SCHOOL | |||||||
| 6562 TEAYS VALLEY ROAD | SCOTT DEPOT | WV | 25560 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| THE CENTER FOR PUBLIC CHRISTIANITY | |||||||
| 549 NORTH BLOUNT STREET | RALEIGH | NC | 27604 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 |
| THE CHRISTIAN OUTREACH CENTER | |||||||
| 1427 N MAIN ST | BATON ROUGE | LA | 70802 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 |
| THE DUNHAM SCHOOL | |||||||
| 11111 ROY EMERSON DRIVE | BATON ROUGE | LA | 70810 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $20,000 |
| THE SAMARITAN MEDICAL FOUNDATION | |||||||
| 9275 GAINFORD STREET | DOWNEY | CA | 90240 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 |
| THE TIMOTHY INITIATIVE INC | |||||||
| 2101 VISTA PARKWAY SUITE 201 | WEST PALM BEACH | FL | 33411 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 |
| TRINITY CHRISTIAN HIGH SCHOOL CA | |||||||
| 680 BELDEN STREET | MONTEREY | CA | 93940 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| TRINITY CHRISTIAN SCHOOL | |||||||
| 200 TRINITY WAY | MORGANTOWN | WV | 26505 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $5,000 |
| TRINITY FORUM | |||||||
| 1000 VERMONT AVENUE NW SUITE 900 | WASHINGTON | DC | 20005 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $20,000 |
| VERITAS CHRISTIAN ACADEMY | |||||||
| 17 CANE CREEK ROAD | FLETCHER | NC | 28732 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 |
| VERITAS FORUM | |||||||
| ONE BROADWAY - 14TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $15,000 |
| WAYNESBURG UNIVERSITY | |||||||
| 51 WEST COLLEGE STREET | WAYNESBURG | PA | 15370 | NONE | SCHOOL | GENERAL EVANGELICAL OUTREACH | $213,895 |
| YOUNG LIFE - CAPERNAUM BATON ROUGE | |||||||
| PO BOX 64737 | BATON ROUGE | LA | 70896 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $20,000 |
| YOUNG LIFE ASHEVILLEBUNCOMBE COUNTY | |||||||
| 199 ELKWOOD AVENUE A | ASHVILLE | NC | 28804 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 |
| YOUNG LIFE -CAPERNAUM OF GREATER SEATTLE | |||||||
| PO BOX 55998 | SEATTLE | WA | 98155 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $20,000 |
| YOUNG LIFE INTERNATIONAL | |||||||
| 1731 N NEVADA AVENUE | COLORADO SPRINGS | CO | 80907 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 |
| YOUNG LIFE KEYSTONE | |||||||
| 351 IVY DR | GIBSONIA | PA | 15044 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 |
| YOUNG LIFE WEST VIRGINIA | |||||||
| PO BOX 483 | MOUNT NEBO | WV | 26679 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $983,895 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $798,629 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,921 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $955,558 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $955,558 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION & CONSULTING | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CS 4820-6427 | $9,419,838 | $12,075,940 |
| CS 8550-6981 | $11,762,346 | $15,923,608 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $601 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $601 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCAL ADVISOR FEES | CategoryTxt |
| Amt | $79,184 | Amt |
| Net Investment Income | $79,184 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $6,879 | $6,879 | $0 |
| INCOME TAX EXPENSE 2023 | $8,433 | $0 | $0 |
| OTHER TAX EXPENSE | $6,772 | $0 | $0 |
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