STUDEBAKER NATIONAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STUDEBAKER NATIONAL FOUNDATION (EIN 20-1055015)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2024-09-09
- IRS object ID
- 202412539349100406
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-09T09:03:21-04:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260004840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANTAGE ACCOUNTING & TAX SOLUTIONS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 721 N MAIN ST | AddressLine1Txt |
| City | HARRISONBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201055015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUDEBAKER NATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUD | BusinessNameControlTxt |
| Phone | 7607743377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 LOBO WAY | AddressLine1Txt |
| City | PALM SPRINGS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92264 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS COLLINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7607743377 | PhoneNum |
| Signature | 2024-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | KIRK B KNOTT CPA | PreparerPersonNm |
| PTIN | P00548117 | PTIN |
| Phone | 5404341706 | PhoneNum |
| Preparation | 2024-09-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $513,345 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,519 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,950 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,950 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,950 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,794 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,794 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $13,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,744 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,744 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,150 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,162 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,312 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,744 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,744 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,216 | CashBOYAmt |
| Cash EOY | $6,322 | CashEOYAmt |
| Cash EOYFMV | $6,322 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,546 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,496 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $78,423 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $85,699 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $85,699 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $375,828 | OtherAssetsBOYAmt |
| Other Assets EOY | $375,828 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $375,828 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $523,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $513,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $513,345 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $199,730 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $190,262 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $323,283 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $323,083 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $523,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $513,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $523,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $513,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $523,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,481 | OtherIncreasesAmt |
| Subtotal | $513,345 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $513,345 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $66 | SubtotalAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $66 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | WWW.STUDEBAKERNATIONALFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LINDA DERBIDGE | IndividualWithBooksNm |
| Phone | 7752895686 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151854 | AddressLine1Txt |
| City | ELY | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89315 | 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 |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA DERBIDGE | ||||||||
| PO BOX 151854 | ELY | NV | 89315 | TREASURER | 000.00 | $0 | $0 | $0 |
| LARRY VAHE | ||||||||
| 1291 TANGLEWOOD RD | PRESCOTT | AZ | 86303 | SECRETARY | 000.00 | $0 | $0 | $0 |
| FRANK WENZEL | ||||||||
| 1475 LOBO WAY | PALM SPRINGS | CA | 92264 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHRIS COLLINS | ||||||||
| 2410 W FREEWAY LN | PHOENIX | AZ | 85021 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| DEANNA MANLEY | ||||||||
| 754 S 29TH AVE E | NEWTON | IA | 50208 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RICHARD DORMOIS | ||||||||
| PO BOX 596 | MESA | AZ | 85211 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DENNY LOCKMON | ||||||||
| 9417 W CEDAR HILL CIRCLE | SUN CITY | AZ | 85351 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SID ROSEN | ||||||||
| 2233 N ALVARADO RD | PHOENIX | AZ | 85004 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JAMES BELL | ||||||||
| 3951 WYNN RD | BELLINGHAM | WA | 98225 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| BECKY BONHAM | ||||||||
| 5711 BAYSWATER PLACE | SOUTH BEND | IN | 46614 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CARL THOMASON | ||||||||
| 43306 RUNNING DEER DR | COARSEGOLD | CA | 93614 | DIRECTOR | 000.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PRESERVATION OF STUDEBAKER HERITAGE | Description1Txt |
| Expenses1 | $27,412 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,061 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $375,828 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $518,179 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $518,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,773 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $510,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $18,100 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $18,100 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,100 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,744 | CurrentYearAmt |
| Year1 | $3,808 | Year1Amt |
| Year2 | $3,230 | Year2Amt |
| Total | $11,782 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,032 | CurrentYearAmt |
| Year1 | $3,237 | Year1Amt |
| Year2 | $2,746 | Year2Amt |
| Total | $10,015 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,100 | CurrentYearAmt |
| Year1 | $13,000 | Year1Amt |
| Year2 | $10,500 | Year2Amt |
| Year3 | $4,000 | Year3Amt |
| Total | $45,600 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,100 | CurrentYearAmt |
| Year1 | $13,000 | Year1Amt |
| Year2 | $10,500 | Year2Amt |
| Year3 | $4,000 | Year3Amt |
| Total | $45,600 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,013 | CurrentYearAmt |
| Year1 | $17,277 | Year1Amt |
| Year2 | $15,769 | Year2Amt |
| Total | $50,059 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES BELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3951 WYNN RD | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3607380103 | RecipientPhoneNum |
| Recipient Email Address | STUDENUT@COMCAST.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICANT SHOULD BE PURSUING AUTOMOTIVE FIELDS OF STUDY, INCLUDING BUT NOT LIMITED TO PRESERVATION, RESTORATION, AUTO BODY, MAINTENANCE/REPAIR, DESIGN, AUTOMOTIVE HISTORY, ETC. OR PURSUING HIGHER EDUCATION AND PRESERVING THE STUDEBAKER LEGACY BY BEING ACTIVELY INVOLVED IN STUDEBAKERS AS A HOBBYIST. SCHOLARSHIP APPLICANTS MUST HAVE OBTAINED AT LEAST AN EQUIVALENT OF 2.5 GPA ON A 4.0 SCALE, AND MUST SUBMIT COPIES OF ALL THEIR ACADEMIC TRANSCRIPTS AND A TEACHER LETTER OF RECOMMENDATION WITH THEIR APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY MAY 1 FOR THE FALL TERM AND NOVEMBER 1ST FOR THE SPRING TERM. | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MCPHERSON COLLEGE FBO GRAHAM NOBLET | ||||||
| 1600 E EUCLID STREET | MCPHERSON | KS | 67460 | 501 (C) (3) | PRESERVATION OF STUDEBAKER HERITAGE | $2,000 |
| STUDEBAKER NATIONAL MUSEUM | ||||||
| 201 CHAPIN STREET | SOUTH BEND | IN | 46601 | 501 (C)(3) | FUND MUSEUM INTERNSHIP POSITIONS | $2,100 |
| WYOMING TECH FBO WILLIAM FETTERHOFF | ||||||
| 1889 VENTURE DR | LARAMIE | WY | 82070 | PRESERVATION OF STUDEBAKER HERITAGE | $2,000 | |
| CHARLESTON SOUTHUNIVFBO DYLAN KELLY | ||||||
| 9200 UNIVERSITY BLVD | CHARLESTON | SC | 29423 | PRESERVATION OF STUDEBAKER HERITAGE | $2,000 | |
| STUDEBAKER NATIONAL MUSEUM | ||||||
| 201 CHAPIN STREET | SOUTH BEND | IN | 46601 | 501(C)(3) | PRESERVATION OF STUDEBAKER HERITAGE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,950 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,794 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,744 | 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 FEE | CategoryTxt |
| Amt | $5,150 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $85,699 | BookValueAmt |
| EOYFMV | $85,699 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED VEHICLES | Desc |
| BOY Book Value | $375,828 | BOYBookValueAmt |
| EOY Book Value | $375,828 | EOYBookValueAmt |
| EOYFMV | $375,828 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $925 |
| MISCELLANEOUS | $202 |
| MEETING COSTS | $160 |
| UPKEEP OF ANTIQUE AUTOS | $2,875 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN INVESTMENTS | Desc |
| Amt | $4,481 | Amt |