RITER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RITER FAMILY FOUNDATION (EIN 75-2707712)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-06
- IRS object ID
- 202432509349100023
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-06T12:07:34-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751503978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & PETERS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3304 S BROADWAY AVE | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | 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 | 752707712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RITE | BusinessNameControlTxt |
| Phone | 9035265000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1012 PRUITT PLACE | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AW RITER III | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-09-06 | 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 | Ginny Ragland | PreparerPersonNm |
| PTIN | P00160325 | PTIN |
| Phone | 9035976311 | PhoneNum |
| 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 | $15,521,791 | 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 |
| Dividends Rev And Expnss | $234,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,914 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $368,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,916,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,782 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $314,913 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $298,845 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $918,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $824,541 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $11,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,418 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,662 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $92,905 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,905 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $3,085 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,085 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,401 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $272,696 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200,543 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $72,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $392,367 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $312,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $915,223 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $915,223 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,307,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $312,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $988,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$388,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $512,189 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $315,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $616,341 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $616,341 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $599,695 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,521,527 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,565,822 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $12,096,907 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,392,859 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,300,950 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,679 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,679 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $6,551 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,678 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,678 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,018,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,569,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,521,791 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,018,739 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,569,405 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,018,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,569,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,018,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,569,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,018,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$388,861 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,629,878 | SubtotalAmt |
| Other Decreases | $60,473 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,569,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,782 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $78,120 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,119 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,119 | SubtotalAmt |
| Tax Based On Investment Income | $7,119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,214 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,214 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,095 | OverpaymentAmt |
| Applied To ES Tax | $5,095 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AW RITER III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9035263000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1012 PRUITT PLACE | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| AW RITER III | ||||||
| 1012 PRUITT PLACE | TYLER | TX | 75703 | Pres/Treas | 0.00 | $0 |
| CYNTHIA S RITER | ||||||
| 1012 PRUITT PLACE | TYLER | TX | 75703 | Secretary | 0.00 | $0 |
| PAXTON W RITER | ||||||
| 1012 PRUITT PLACE | TYLER | TX | 75703 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,876,601 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,153,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,030,153 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,030,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,804,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $740,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $740,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,119 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $19,190 | IncomeTaxAmt |
| Total Tax | $26,309 | TotalTaxAmt |
| Distributable Before Adj | $713,926 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $713,926 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $713,926 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $988,885 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $988,885 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $713,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $509,875 | UndistributedIncomePYAmt |
| Qualifying Distributions | $988,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $509,875 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $479,010 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $234,916 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EAST TEXAS CRISIS CENTER | |||||||
| 2026 REPUBLIC DRIVE | TYLER | TX | 75701 | UNRELATED | PC | SOCIAL ASSISTANCE | $30,000 |
| ALL SAINTS EPISCOPAL SCHOOL | |||||||
| 2695 SSW LOOP 323 | TYLER | TX | 75709 | UNRELATED | PC | EDUCATION | $10,000 |
| TYLER ECONOMIC DEV COUNCIL | |||||||
| 315 N BROADWAY | TYLER | TX | 75702 | UNRELATED | PC | COMMUNITY ENRICHMENT | $2,500 |
| ALZHEIMERS ALLIANCE | |||||||
| 3531 S BROADWAY | TYLER | TX | 75701 | UNRELATED | PC | NEW BUILDING | $50,000 |
| BETHESDA HEALTH CLINC | |||||||
| 409 W FERGUSON | TYLER | TX | 75702 | UNRELATED | PC | CYSTOSCOPE EQUIPMENT | $25,000 |
| MISCELLANEOUS | |||||||
| FLOW-THRU FROM K-1S | TYLER | TX | 75702 | N/A | CHARITABLE | $56 | |
| GRACE COMMUNITY SCHOOL | |||||||
| 3025 TX-248 SPUR | TYLER | TX | 75701 | UNRELATED | PC | ACADEMIC SUCCESS CENTER | $210,000 |
| SMITH COUNTY CHAMPIONS FOR CHILDREN | |||||||
| 4886 HIGHTECH DR | TYLER | TX | 75703 | UNRELATED | PC | SOCIAL ASSISTANCE | $33,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | UNRELATED | PC | SOCIAL ASSISTNACE | $20,000 |
| THE MENTORING ALLIANCE | |||||||
| 504 W 32ND STREET | TYLER | TX | 75702 | UNRELATED | PC | SOCIAL ASSISTANCE | $35,000 |
| PROMISE ACADEMY | |||||||
| PO BOX 2044 | TYLER | TX | 75702 | UNRELATED | PC | EDUCATION | $66,667 |
| CHILDREN'S ADVOCACY CENTER OF SMITH | |||||||
| 2210 FRANKSTON HWY | TYLER | TX | 75701 | UNRELATED | PC | NEW BUILDING | $15,000 |
| DALLAS CHILDREN'S ADVOCACY CENTER | |||||||
| 5351 SAMUELL BLVD | DALLAS | TX | 75228 | UNRELATED | PC | SOCIAL ASSISTANCE | $5,000 |
| BRIDGES TO LIFE | |||||||
| PO BOX 570895 | HOUSTON | TX | 77257 | UNRELATED | PC | SOCIAL ASSISTANCE | $10,000 |
| EDUCATIONAL RADIO FOUNDATION | |||||||
| 7695 OLD JACKSONVILLE HWY | TYLER | TX | 75703 | UNRELATED | PC | EXPANSION OF FUZION | $85,000 |
| FAMILY LEGACY MISSIONS INTL | |||||||
| 3030 LYNDON B JOHNSON FWY 1400 | DALLAS | TX | 75234 | UNRELATED | PC | SCHOLARSHIP FUND | $50,000 |
| EDIFY | |||||||
| PO BOX 986500 | BOSTON | MA | 02298 | UNRELATED | PC | ASSISTANCE | $50,000 |
| HOPE | |||||||
| 218 N COLLEGE AVE | TYLER | TX | 75702 | UNRELATED | PC | SUPPORT | $15,000 |
| YOUNG LIFE | |||||||
| 11300 N CENTRAL EXPY 600 | DALLAS | TX | 75243 | UNRELATED | PC | PROGRAM SUPPORT | $20,000 |
| SELAH LIFE CHOICES | |||||||
| 1712 VZ CR 4810 | CHANDLER | TX | 75758 | UNRELATED | PC | OPERATING COSTS | $50,000 |
| MIRACLE LEAGUE OF TYLER | |||||||
| PO BOX 8221 | TYLER | TX | 75711 | UNRELATED | PC | FIELD CONSTRUCTION | $100,000 |
| GRACE COMMUNITY CHURCH | |||||||
| 3105 UNIVERSITY BLVD | TYLER | TX | 75701 | UNRELATED | PC | MAYFLOWER CHURCH | $33,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $915,223 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $234,914 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $298,845 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $78,120 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $290,782 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| PARTNERSHIP UBTI | 211110 | $11,835 |
| PARTNERSHIP UBTI 1231 | 211110 | $4,233 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $94,188 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $824,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $918,729 | 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 | $11,080 | Amt |
| Net Investment Income | $9,418 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,662 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,521,527 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,565,822 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY SECURITIES | AT COST | $5,199,962 | $7,796,882 |
| PARTNERSHIPS2% INT (UBTI) | AT COST | $2,642,376 | $2,817,225 |
| OTHER SECURITIES | AT COST | $36,635 | $33,106 |
| MUTUAL FUNDS | AT COST | $1,513,886 | $1,653,737 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $3,679 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,679 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISTRIBUTIONS RECEIVABLE | $5,862 | $37,922 | $37,922 |
| DIVIDEND RECEIVABLE | $689 | $756 | $756 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $651 | $651 | |
| COST DEPLETION(RI FROM K-1'S) | $56,258 | $56,258 | |
| DUES & MEMBERSHIPS | $8,751 | $8,751 | |
| MANAGEMENT OVERHEAD EXP | $120,000 | $48,000 | $72,000 |
| MISC INVESTMENT EXPENSES | $58,259 | $58,259 | |
| MISCELLANEOUS | $170 | $170 | |
| NON-DEDUCTIBLE PTRSHP EXP | $91 | ||
| PENALTIES | $62 | ||
| ROYALTY EXPENSES | $28,454 | $28,454 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $298,845 | $298,845 |
| PARTNERSHIP UBTI | $11,835 | |
| PARTNERSHIP UBTI 1231 | $4,233 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $89,279 | $89,279 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES - AMP IV | $2,500 | $2,500 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES - AMP V | $1,126 | $1,126 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $6,200 | |
| FOREIGN TAXES PAID-INVESTMENTS | $6,401 | $6,401 |
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