JOHN AND HANNA HINDMARSH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HANNA HINDMARSH FOUNDATION (EIN 72-1383033)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-01
- IRS object ID
- 202441229349100009
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-01T06:51:49-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561612071 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG BARRY & POSTON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 446 | AddressLine1Txt |
| City | Shelby | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28151 | 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 | 721383033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & HANNAH HINDMARSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14258 W VENTURA ST | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85379 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER HINDMARSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7044732752 | PhoneNum |
| Signature | 2024-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROGER | PersonFirstNm |
| Person Last | HINDMARSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP W POSTON CPA | PreparerPersonNm |
| PTIN | P00701675 | PTIN |
| Phone | 7044875111 | PhoneNum |
| Preparation | 2024-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| 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 | $811,863 | 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 | $94 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $94 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $94 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,802 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,802 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $215,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,866 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,762 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,896 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $915 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $915 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $10,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,920 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $10,920 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,427 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,043 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,043 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25,015 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25,015 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,277 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,878 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,277 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,878 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,884 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,433 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,433 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $405,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $395,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $769,409 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $45,065 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,044 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,575 | LandBOYAmt |
| Land EOY | $36,021 | LandEOYAmt |
| Land EOYFMV | $36,021 | LandEOYFMVAmt |
| Total Assets BOY | $442,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $437,605 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $811,863 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $442,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $437,605 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $442,120 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $437,605 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $442,120 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $437,605 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $442,120 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,515 | ExcessRevenueOverExpensesAmt |
| Subtotal | $437,605 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $437,605 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 43 SH ADVANCED MIRCO DEVICES INC | P | 2022-11-03 | 2023-08-11 | $4,635 | $2,605 | $2,030 |
| 140 SH BLOCK INC CL A | P | 2022-10-28 | 2023-04-19 | $8,802 | $8,473 | $329 |
| 27 SH BOEING CO | P | 2023-03-02 | 2023-10-23 | $4,902 | $5,643 | -$741 |
| 123 SH CITIGROUP INC | P | 2023-03-03 | 2023-08-23 | $5,051 | $6,422 | -$1,371 |
| 36 SH CROWN CASTLE INC COM | P | 2022-11-03 | 2023-08-23 | $3,572 | $4,589 | -$1,017 |
| 34 SH FIRST TR EXCHANGE TRADED FD | P | 2022-10-26 | 2023-03-01 | $4,610 | $4,551 | $59 |
| 287 SH FORD MOTOR CO DEL | P | 2022-09-02 | 2023-08-23 | $3,418 | $4,309 | -$891 |
| 5 SH HUBSPOT INC | P | 2022-09-27 | 2023-04-19 | $2,089 | $1,390 | $699 |
| 12 SH INTUIT INC | P | 2023-10-17 | 2023-11-21 | $6,745 | $6,505 | $240 |
| 309 SH LYFT INC CL A COM | P | 2022-09-27 | 2023-06-27 | $3,065 | $4,330 | -$1,265 |
| 39 SH PEPSICO INC | P | 2023-06-27 | 2023-10-23 | $6,270 | $7,253 | -$983 |
| 32 SH TARGET CORP | P | 2022-09-02 | 2023-06-27 | $4,261 | $5,259 | -$998 |
| 25 SH ALPHABET INC CAP | P | 2011-05-17 | 2023-11-21 | $3,419 | $332 | $3,087 |
| 64 SH AMAZON COM INC | P | 2011-02-08 | 2023-03-02 | $5,826 | $577 | $5,249 |
| 58 SH AMERICAN EXPRESS | P | 2021-07-23 | 2023-11-21 | $9,532 | $3,204 | $6,328 |
| 64 SH APPLE INC | P | 2021-01-08 | 2023-08-31 | $9,904 | $1,243 | $8,661 |
| 111 SH BANK AMERICA CORP COM | P | 2022-08-09 | 2023-08-23 | $3,147 | $3,741 | -$594 |
| 47 SH BHP GROUP LTD SPON | P | 2018-06-28 | 2023-10-13 | $2,663 | $2,342 | $321 |
| 111 SH DEVON ENERGY CORP NEW | P | 2020-09-24 | 2023-06-27 | $5,268 | $966 | $4,302 |
| 37 SH DOCUSIGN INC COM | P | 2022-01-04 | 2023-04-19 | $1,942 | $5,721 | -$3,779 |
| 36 SH EDWARDS LIFESCIENCE CORP | P | 2020-02-20 | 2023-10-30 | $2,211 | $2,795 | -$584 |
| 35 SH FIRST TR EXCHANGE TRADED FD | P | 2022-10-26 | 2023-10-27 | $5,227 | $4,685 | $542 |
| 101 SH HALLIBURTON | P | 2020-09-24 | 2023-06-27 | $3,239 | $1,267 | $1,972 |
| 7 SH INTUITIVE SURGICAL NC | P | 2020-02-20 | 2023-12-29 | $2,364 | $1,432 | $932 |
| 75 SH ISHARES TR EXPANDED TECH | P | 2022-09-27 | 2023-10-17 | $26,636 | $18,939 | $7,697 |
| 860 SH ISHARES TRUST MSCI EUROPE | P | 2022-09-02 | 2023-10-10 | $15,721 | $13,103 | $2,618 |
| 29 SH ISHARES TRUST S&F GLOBAL | P | 2022-09-27 | 2023-10-20 | $2,362 | $2,193 | $169 |
| 32 SH MIRCOSOFT CORP | P | 2013-06-04 | 2023-10-13 | $8,464 | $1,133 | $7,331 |
| 23 SH NETFLIX INC | P | 2019-01-10 | 2023-03-03 | $7,667 | $7,569 | $98 |
| 50 SH NEXTERA ENERGY INC | P | 2020-05-29 | 2023-10-23 | $2,592 | $3,148 | -$556 |
| 18 SH NIKE INC CLASS B | P | 2020-02-14 | 2023-01-31 | $2,285 | $1,855 | $430 |
| 37 SH NOVO NORDISK AS | P | 2012-05-22 | 2023-11-21 | $4,918 | $857 | $4,061 |
| 62 SH SCHLUMBERGER LIMITED | P | 2020-09-24 | 2023-06-27 | $2,966 | $1,038 | $1,928 |
| 34 SH SIEMENS AG SPON ADR | P | 2016-02-09 | 2023-11-21 | $2,748 | $1,578 | $1,170 |
| 53 SH TOTAL ENERGIES SE | P | 2020-10-09 | 2023-03-01 | $3,280 | $1,889 | $1,391 |
| 12 SH UNION PAC CORP | P | 2019-09-09 | 2023-12-29 | $2,946 | $1,989 | $957 |
| 86 SH VANECK ETF TRUST | P | 2022-10-26 | 2023-10-27 | $11,911 | $8,153 | $3,758 |
| 0333 SH VERALTO CORP | P | 2020-02-19 | 2023-10-04 | $26 | $19 | $7 |
| 197 SH VOLKSWAGON AG UNSPONADS | P | 2022-08-04 | 2023-10-23 | $2,118 | $2,925 | -$807 |
| 30 SH ZOOM VIDEO COMMUNICATIONS | P | 2022-01-04 | 2023-04-17 | $2,020 | $5,334 | -$3,314 |
| 43 SH 3M CO | P | 2020-05-28 | 2023-06-27 | $4,243 | $6,843 | -$2,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,866 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,909 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $348 | OverpaymentAmt |
| Applied To ES Tax | $348 | 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 |
| Org Report Or Register State | AL | 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 | ROGER HINDMARSH | IndividualWithBooksNm |
| Phone | 7044732752 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14258 W VENTURA ST | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85379 | 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 | Yes (true) | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROGER HINDMARSH | ||||||||
| 14258 W VENTURA ST | SURPRISE | AZ | 85379 | PRESIDENT AND TREASURER | 6.00 | $0 | $0 | $0 |
| SUSAN SCHAUER | ||||||||
| 3618 STATE ROAD | VERMILION | OH | 44089 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY HINDMARSH | ||||||||
| PO BOX 384 | HASTINGS | PA | 16646 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAMUEL HINDMARSH | ||||||||
| 101 MILL COVE LN | PONTE VEDRA BEACH | FL | 32082 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CATHERINE MALIOROWSKI | ||||||||
| 14258 W VENTURA ST | SURPRISE | AZ | 85379 | ASST TREASURER | 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 |
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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $713,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,021 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $759,351 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $759,351 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $747,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $652 | TotalTaxAmt |
| Distributable Before Adj | $36,746 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,746 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,746 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,015 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,015 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,746 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $240 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $333 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,175 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,602 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,015 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,269 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,871 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $240 | ExcessFromYear3Amt |
| Excess From Year2 | $333 | ExcessFromYear2Amt |
| Excess From Year1 | $21,175 | ExcessFromYear1Amt |
| Excess From Current Year | $13,269 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PHONEIX CHILDRENS HOSPITAL FOUNDATI | ||||||
| 2929 E CAMELBACK RD STE 122 | PHOENIX | AZ | 85016 | PC | OPERATIONAL SUPPORT | $4,000 |
| HASTINGS PUBLIC LIBRARY | ||||||
| 312 BEAVER ST | HASTINGS | PA | 16646 | PC | FACILITY IMPROVEMENTS | $600 |
| FRIENDSHIP ANIMAL PROTECTION LEAGUE | ||||||
| 8303 MURRY RIDGE RD | ELYRIA | OH | 44035 | PC | OPERATIONS | $500 |
| SALVATION ARMY | ||||||
| 1001 PHILADEPHIA AVE | NORTHERN CAMBRIA | PA | 15714 | PC | COMMUNITY NEED | $300 |
| ST VINCENT SEMINARY | ||||||
| 300 FRASER PURCHASE RD | LATROBE | PA | 15650 | PC | EDUCATION | $300 |
| ST BERNARD CATHOLIC CHURCH | ||||||
| 147 7TH AVE STE 2 | HASTINGS | PA | 16646 | PC | OPERATIONS COMMUNITY NEED | $1,600 |
| CARELITE NUNS | ||||||
| 2101 MANOR DR | LORETTO | PA | 15940 | PC | IMPROVEMENTS | $600 |
| ST HUGH OF GRENABLE CHURCH | ||||||
| 135 CRESENT RD | GREENBELT | MD | 20770 | PC | COMMUNITY NEED | $300 |
| VERMILION | ||||||
| TOWNSHIP FIREFIGHTERS | VERMILION | OH | 44089 | PC | ASSISTANCE W EQUIPMENT REQUIREMENTS | $1,500 |
| RITTEN PUBLIC LIBRARY FOUNDATION | ||||||
| 5680 LIBRARY AVE | VERMILION | OH | 44089 | PC | EQUIPMENT UPGRADE | $1,500 |
| HISTORIC VERMILLON INC | ||||||
| 685 MAIN ST | VERMILION | OH | 44089 | PC | OPERATIONS | $500 |
| ST AMRYS FOOD BANK | ||||||
| 2831 N 31ST AVE | PHOENIX | AZ | 85009 | PC | OPERATIONS | $4,000 |
| WOUNDED WARRIORS | ||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | PC | OPERATIONS | $2,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | PC | OPERATIONS | $1,000 |
| GUIDE DOGS FOR THE BLIND | ||||||
| 2613 APACHE ST | LEAGUE CITY | TX | 77573 | PC | OPERATIONS | $1,000 |
| CHINO VALLEY EDUCATION FOUNDATION | ||||||
| 650 E CENTER ST | CHINO VALLEY | AZ | 86323 | PC | HELP HOMELESS CHILDREN | $4,000 |
| OBE PTO | ||||||
| 355 LANDRUM LN | PONTE VEDRA BEACH | FL | 32082 | PC | OPERATIONS | $1,000 |
| QUEEN OF PEACE CATHOLIC CHURCH | ||||||
| 907 6TH AVE | PATTON | PA | 16668 | PC | OPERATIONS | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | 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 | $94 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,802 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,762 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,762 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $915 | Amt |
| Net Investment Income | $915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $915 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2010-01-01 | $5,811 | $5,811 | SL | 5 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 2011-01-01 | $818 | $818 | SL | 5 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 2014-01-01 | $2,415 | $2,415 | SL | 5 | $0 | $0 | $0 |
| 2023 TOYOTA COROLLA | 2019-04-19 | $36,021 | $0 | NDA | 5 | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $395,151 | EOYBookValueAmt |
| EOYFMV | $769,409 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $514 | $0 | $0 | $514 |
| DIRECTOR EXPENSES | $1,200 | $0 | $0 | $1,200 |
| TRAVEL | $22,848 | $0 | $0 | $22,848 |
| INSURANCE | $453 | $0 | $0 | $453 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $10,920 | Amt |
| Net Investment Income | $10,920 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,920 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $1,043 | $1,043 | $1,043 | $0 |
| FEDERAL TAXES | $1,384 | $0 | $0 | $0 |
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