JOHN AND HANNA HINDMARSH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HANNA HINDMARSH FOUNDATION (EIN 72-1383033)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202501349349103305
- Schema version
- 2024v5.1
- 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
- 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 | 2025-05-14T14:08:02-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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) |
|---|---|---|
| In Care Of | % ROGER HINDMARSH | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7044732752 | PhoneNum |
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 | 2025-05-12 | 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 | PHILLIP W POSTON CPA | PreparerPersonNm |
| PTIN | P00701675 | PTIN |
| Phone | 7044875111 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $908,225 | 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 | $120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $120 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,605 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,605 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,501 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,226 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,725 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $980 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $980 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $9,056 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,056 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,056 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,354 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,354 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $23,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $18,753 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,390 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,753 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,390 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,335 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,433 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,218 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,218 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $395,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $392,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $860,986 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $45,065 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,044 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $36,021 | LandBOYAmt |
| Land EOY | $36,021 | LandEOYAmt |
| Land EOYFMV | $36,021 | LandEOYFMVAmt |
| Total Assets BOY | $437,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $439,385 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $908,225 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $437,605 | RetainedEarningBOYAmt |
| Retained Earning EOY | $439,385 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $437,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $439,385 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $437,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $439,385 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $437,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,780 | ExcessRevenueOverExpensesAmt |
| Subtotal | $439,385 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $439,385 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 109 SHS LAS VEGAS SANDS CORPCOM | P | 2024-06-21 | 2024-08-30 | $4,224 | $5,001 | -$777 | -$777 |
| 131 SHS MERCECES-BENZ GROUP AG | P | 2023-10-23 | 2024-08-07 | $2,052 | $2,146 | -$94 | -$94 |
| 12 SHS SALESFORCE INC COM | P | 2023-10-17 | 2024-01-24 | $3,331 | $2,525 | $806 | $806 |
| 38 SHS ABBOTT LABORATORIES | P | 2020-02-19 | 2024-10-29 | $4,321 | $3,424 | $897 | $897 |
| 9 SHS ADOBE INC | P | 2019-01-11 | 2024-10-29 | $4,362 | $2,688 | $1,674 | $1,674 |
| 42 SHS ADVANCED MIRCO DEVICES INC | P | 2022-11-03 | 2024-04-04 | $7,024 | $2,545 | $4,479 | $4,479 |
| 28 SHS ALPHABET INC CAP | P | 2011-05-17 | 2024-10-29 | $4,802 | $370 | $4,432 | $4,432 |
| 15 SHS AMAZONCOM | P | 2011-02-08 | 2024-01-22 | $2,323 | $135 | $2,188 | $2,188 |
| 54 SHS ANHEUSER BUSCH INBEV | P | 2020-08-31 | 2024-10-29 | $3,459 | $3,157 | $302 | $302 |
| 12 SHS APPLE INC | P | 2014-01-08 | 2024-08-16 | $2,706 | $233 | $2,473 | $2,473 |
| 42 SHS APPIED MATERIALS INC | P | 2020-03-11 | 2024-01-26 | $7,057 | $2,231 | $4,826 | $4,826 |
| 13 SHS ASML HOLDING NV EURO | P | 2017-04-19 | 2024-10-29 | $10,105 | $1,701 | $8,404 | $8,404 |
| 5 SHS BLACKROCK INC | P | 2022-08-03 | 2024-10-29 | $4,913 | $3,467 | $1,446 | $1,446 |
| 621 SHS CREDIT AGRICOLE | P | 2023-10-20 | 2024-10-29 | $4,698 | $3,691 | $1,007 | $1,007 |
| 35 SHS DISNEY WALT CO | P | 2022-08-09 | 2024-08-06 | $3,142 | $3,777 | -$635 | -$635 |
| 104 SHS GENERAL MTRS CO | P | 2023-08-23 | 2024-09-03 | $5,048 | $3,466 | $1,582 | $1,582 |
| 93 SHS HALEON PLC SPON | P | 2011-04-28 | 2024-10-14 | $928 | $615 | $313 | $313 |
| 48 SHS NESTLE ADR | P | 2017-10-13 | 2024-10-29 | $4,588 | $4,185 | $403 | $403 |
| 6 NETFLIX INC | P | 2019-07-29 | 2024-10-29 | $4,562 | $2,273 | $2,289 | $2,289 |
| 18 SHS SAP ADR REP | P | 2012-04-25 | 2024-10-29 | $4,363 | $1,181 | $3,182 | $3,182 |
| 157 SHS SCHNEIDER ELECTRIC | P | 2017-04-19 | 2024-10-29 | $8,162 | $2,219 | $5,943 | $5,943 |
| 62 SHS SIEMENS AG SPON | P | 2016-02-09 | 2024-10-29 | $6,063 | $3,504 | $2,559 | $2,559 |
| 95 SHS SONY GROUP | P | 2021-07-21 | 2024-06-21 | $7,662 | $8,796 | -$1,134 | -$1,134 |
| 11 SHS STRYKER CORPORATION | P | 2020-03-11 | 2024-10-29 | $3,969 | $1,919 | $2,050 | $2,050 |
| 12 SHS VERALTO CORP | P | 2020-02-19 | 2024-10-01 | $1,321 | $687 | $634 | $634 |
| 50 SHS WOODSIDE ENERGY | P | 2022-06-02 | 2024-10-14 | $847 | $1,157 | -$310 | -$310 |
| 54 SHS WYNN RESORTS LTD | P | 2023-03-03 | 2024-06-21 | $4,834 | $6,272 | -$1,438 | -$1,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,501 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$65 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $707 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $707 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $293 | OverpaymentAmt |
| Applied To ES Tax | $293 | 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 |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $847,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,021 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $895,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $895,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $881,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $707 | TotalTaxAmt |
| Distributable Before Adj | $43,390 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,390 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,390 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,753 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,753 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,390 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $333 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,175 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,269 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $35,017 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,753 | QualifyingDistributionsAmt |
| Applied To Current Year | $43,390 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $363 | RemainingDistriFromCorpusAmt |
| Total Corpus | $35,380 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $35,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $240 | ExcessFromYear4Amt |
| Excess From Year3 | $333 | ExcessFromYear3Amt |
| Excess From Year2 | $21,175 | ExcessFromYear2Amt |
| Excess From Year1 | $13,269 | ExcessFromYear1Amt |
| Excess From Current Year | $363 | 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 (16 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 | $700 |
| SALAVATION 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 | $1,700 |
| CARELITE NUNS | ||||||
| 2101 MANOR DR | Loretto | PA | 15940 | PC | IMPROVEMENTS | $700 |
| VERMILION | ||||||
| TOWNSHIP FIREFIGHTERS | Vermilion | OH | 44089 | PC | ASSITANCE W EQUIPMENT REQUIREMENTS | $2,000 |
| RITTAN 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 MARYS FOOD BANK | ||||||
| 2831 N 31TH 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 | $120 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,605 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,226 | 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 | $980 | Amt |
| Net Investment Income | $980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $980 | 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 | $392,146 | EOYBookValueAmt |
| EOYFMV | $860,986 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $207 | $0 | $0 | $207 |
| DIRECTOR EXPENSES | $1,500 | $0 | $0 | $1,500 |
| TRAVEL | $14,588 | $0 | $0 | $14,588 |
| INSURANCE | $1,681 | $0 | $0 | $1,681 |
| MISCELLANEOUS | $4,651 | $0 | $0 | $0 |
| VEHICLE EXPENSE | $777 | $0 | $0 | $777 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $9,056 | Amt |
| Net Investment Income | $9,056 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,056 | 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 | $1,354 | $1,354 | $1,354 | $0 |
| FEDERAL TAXES | $652 | $0 | $0 | $0 |
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