JOHN AND HANNA HINDMARSH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HANNA HINDMARSH FOUNDATION (EIN 72-1383033)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202341329349102009
- Schema version
- 2022v5.0
- 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 | 2023-05-12T10:54:44-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-09 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP W POSTON CPA | PreparerPersonNm |
| PTIN | P00701675 | PTIN |
| Phone | 7044875111 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $686,296 | 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 | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $22 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,535 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,535 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,998 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,555 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,557 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $845 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $845 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $845 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $9,897 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,897 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,897 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,070 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,070 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16,930 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,812 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,272 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,812 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,743 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,745 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,748 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $403,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $405,797 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $649,973 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,619 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,044 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,575 | LandBOYAmt |
| Land EOY | $26,575 | LandEOYAmt |
| Land EOYFMV | $26,575 | LandEOYFMVAmt |
| Total Assets BOY | $435,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $442,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $686,296 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $435,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $442,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $435,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $442,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $435,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $442,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $435,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,283 | ExcessRevenueOverExpensesAmt |
| Subtotal | $442,120 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $442,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 76 SH ADVANCED MIRCO DEVICES INC | P | 2022-01-05 | 2022-09-02 | $6,210 | $10,733 | -$4,523 |
| 22 SH BLOCK IC CL A | P | 2022-01-04 | 2022-09-27 | $1,215 | $3,447 | -$2,232 |
| 9 SH BROADCOM INC COM | 2022-01-05 | 2022-10-26 | $4,175 | $5,920 | -$1,745 | |
| 15 SH INTUIT INC | P | 2022-01-05 | 2022-09-27 | $5,991 | $9,042 | -$3,051 |
| 14 SH ISHARES TR EXPANDED TECH | P | 2022-09-27 | 2022-11-10 | $3,672 | $3,535 | $137 |
| 285 SH MARVELL TECHNOLOGIES INC COM | P | 2022-09-02 | 2022-11-03 | $10,732 | $13,161 | -$2,429 |
| 15 SH META PLATFORMS INC CLASS A | P | 2022-01-05 | 2022-10-26 | $1,982 | $4,991 | -$3,009 |
| 63 SH NVIDIA CORPORATION COM | P | 2022-02-25 | 2022-10-26 | $8,248 | $11,478 | -$3,230 |
| 7 SH SERVICENOW INC COM | P | 2022-01-05 | 2022-09-27 | $2,631 | $4,186 | -$1,555 |
| 155 SH UBER TECHNOLOGIES INC COM | P | 2022-01-05 | 2022-09-27 | $4,278 | $7,018 | -$2,740 |
| 110 SH VERIZON COMMUNICATONS INC | P | 2022-01-04 | 2022-08-31 | $4,615 | $5,883 | -$1,268 |
| 0957 SH WOODSIDE ENERGY GROUP LTD | P | 2022-06-02 | 2022-06-07 | $23 | $22 | $1 |
| 23 SH ADOBE SYSTEMS INCORPORATED CO | P | 2018-10-04 | 2022-11-10 | $7,489 | $5,841 | $1,648 |
| 81 SH ADVANCED MIRCO DEVICES INC | P | 2020-03-11 | 2022-09-02 | $6,618 | $3,663 | $2,955 |
| 56 SH ALIBABA GROUP HOLDING LTD | P | 2017-04-19 | 2022-07-29 | $5,158 | $8,394 | -$3,236 |
| ALPHABET INC CAP | P | 2011-05-17 | 2022-11-10 | $3,276 | $463 | $2,813 |
| 28 SH AMAZON COM INC | P | 2011-02-08 | 2022-11-10 | $2,695 | $252 | $2,443 |
| AMERICAN EXPRESS CO COM | P | 2012-05-02 | 2022-11-10 | $3,552 | $1,301 | $2,251 |
| 23 SH AMERICAN TOWER CORP NEW COM | P | 2020-05-28 | 2022-11-03 | $4,657 | $5,917 | -$1,260 |
| 109 SH APPLE INC | P | 2014-01-08 | 2022-11-10 | $17,251 | $2,117 | $15,134 |
| 7 SH ASML HOLDING NV EURO | P | 2017-04-19 | 2022-11-10 | $3,859 | $916 | $2,943 |
| 168 SH ASTRAZENECA ADR REP | P | 2017-05-31 | 2022-09-06 | $10,172 | $5,783 | $4,389 |
| 23 SH BHP GROUP LTD SPON ADS | P | 2018-06-28 | 2022-11-10 | $1,243 | $1,146 | $97 |
| 12 SH CATERPILLAR INC COM | P | 2019-09-10 | 2022-11-10 | $2,765 | $1,554 | $1,211 |
| 24 SH CHERVON CORP NEW COM | P | 2016-02-08 | 2022-01-04 | $2,918 | $2,020 | $898 |
| 192 SH CISCO SYSTEMS INC | P | 2013-02-25 | 2022-01-05 | $11,742 | $6,359 | $5,383 |
| 13 SH COSTCO WHOLESALE CORP | P | 2017-10-13 | 2022-08-09 | $6,978 | $2,077 | $4,901 |
| 631 SH CREDIT AGRICOLE S A ADR | P | 2019-08-13 | 2022-09-02 | $2,852 | $3,549 | -$697 |
| 84 SH DISNEY WALT CO COM | P | 2020-03-11 | 2022-01-04 | $13,148 | $8,796 | $4,352 |
| 744 SH GSK PLC SPON ADS | P | 2011-04-28 | 2022-09-27 | $2,151 | $3,465 | -$1,314 |
| 11 SH HOME DEPOT INC | P | 2012-07-23 | 2022-11-10 | $3,409 | $559 | $2,850 |
| 254 SH INTEL CORP | P | 2009-08-28 | 2022-01-04 | $13,525 | $5,167 | $8,358 |
| 450 SH INTESA SANPAOLO SPA SPON | P | 2019-08-13 | 2022-09-02 | $4,631 | $5,676 | -$1,045 |
| 10 SH MASTERCARD INCORPORATED CL A | P | 2020-02-19 | 2022-08-09 | $3,468 | $3,456 | $12 |
| 54 SH META PLATFORMS INC CLASS | P | 2020-02-14 | 2022-10-26 | $7,136 | $14,648 | -$7,512 |
| 20 SH MIRCOSOFT CORP | P | 2013-06-04 | 2022-11-10 | $4,789 | $708 | $4,081 |
| 23 SH MORGAN STANLEY COM | P | 2020-05-26 | 2022-11-10 | $2,023 | $995 | $1,028 |
| 58 SH NEXTERA ENERGY INC COM | P | 2020-05-29 | 2022-09-21 | $5,002 | $3,651 | $1,351 |
| 92 SH NOVARTIS AG SPONSORED ADR | P | 2012-08-17 | 2022-09-02 | $7,379 | $4,883 | $2,496 |
| 69 SH NOVO NORDISK | P | 2012-05-22 | 2022-09-01 | $7,205 | $2,004 | $5,201 |
| 94 SH PAYPAL HLDGS INC COM | P | 2019-07-29 | 2022-10-28 | $8,116 | $11,466 | -$3,350 |
| 37 SH RIO TINTO ADR | P | 2018-06-28 | 2022-11-10 | $2,242 | $2,046 | $196 |
| 92 SH SALESFORCE INC COM | P | 2018-10-04 | 2018-10-04 | $13,616 | $15,004 | -$1,388 |
| 40 SH SHELL PLC SPON | P | 2020-10-09 | 2022-11-10 | $2,160 | $1,076 | $1,084 |
| 74 SH STARBUCKS CORP COM | P | 2020-02-20 | 2022-01-05 | $8,344 | $6,010 | $2,334 |
| 319 SH TENCENT HOLDINGS LIMITED | P | 2017-04-20 | 2022-08-03 | $12,240 | $12,585 | -$345 |
| 52 SH TOTAL ENERGIES SE | P | 2020-10-09 | 2022-11-10 | $2,974 | $1,854 | $1,120 |
| 23 SH UNITEDHEALTH GROUP INC | P | 2020-05-26 | 2022-01-05 | $11,360 | $6,777 | $4,583 |
| 84 SH VISA INC | P | 2012-08-16 | 2022-08-09 | $18,285 | $2,728 | $15,557 |
| 93 SH WALMART INC | P | 2016-05-09 | 2022-01-04 | $13,253 | $7,133 | $6,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,998 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$25,644 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $914 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $914 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $914 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $530 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $530 | TotalPaymentsAndCreditsAmt |
| Tax Due | $384 | 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 |
| 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 | $748,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $785,155 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $785,155 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,777 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $773,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $914 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $914 | TotalTaxAmt |
| Distributable Before Adj | $37,755 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,755 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,755 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,930 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,755 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $2,854 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $240 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $333 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,427 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,930 | QualifyingDistributionsAmt |
| Applied To Current Year | $37,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,175 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,602 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $24,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,854 | ExcessFromYear4Amt |
| Excess From Year2 | $240 | ExcessFromYear2Amt |
| Excess From Year1 | $333 | ExcessFromYear1Amt |
| Excess From Current Year | $21,175 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EAGLE SWIMMING ASSOCIATION | ||||||
| 17714 SYCMORE SHOALS LANE | HUMBLE | TX | 77346 | PC | SWIM CLUB ORERATIONAL EXPENSES | $1,000 |
| 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 | $1,000 |
| FRIENDSHIP ANIMAL PROTECTION LEAGUE | ||||||
| 8303 MURRY RIDGE RD | ELYRIA | OH | 44035 | PC | OPERATIONS | $500 |
| HASTINGS UNITED MEDHODIST CHURCH | ||||||
| 4TH AVE 3RD SPANGLER ST | HASTINGS | PA | 16646 | PC | IMPROVEMENTS | $300 |
| EAST RIDGE HARMONY UNTIED METHODIST | ||||||
| 4669 RIDGE RD | WESTOVER | PA | 16692 | PC | COMMUNITY NEED | $600 |
| SALVATION ARMY | ||||||
| 1001 PHILADEPIA AVE | NORTHERN CAMBRIA | PA | 15714 | PC | COMMUNITY NEED | $300 |
| ST VINCENT SEMINARY | ||||||
| 300 FRASER PURCHASE RD | LATROBE | PA | 15650 | PC | EDUCATION | $400 |
| ST BERNARD CATHOLIC CHURCH | ||||||
| 147 7TH AVE STE 2 | HASTINGS | PA | 16646 | PC | OPERATIONS COMMUNITY NEED | $2,700 |
| CARELITE NUNS | ||||||
| 2101 MANOR DR | LORETTO | PA | 15940 | PC | IMPROVEMENTS | $1,000 |
| ST HUGH OF GRENABLE CHURCH | ||||||
| 135 CRESENT RD | GREENBELT | MD | 20770 | PC | COMMUNITY NEED | $400 |
| VERMILION | ||||||
| TOWNSHIP FIREFIGHTERS | VERMILION | OH | 44089 | PC | ASSITANCE W EQUIPMENT REQUIREMENTS | $3,000 |
| RITTEN PUBLIC LIBRARY FOUNDATION | ||||||
| 5680 LIBRARY AVE | VERMILION | OH | 44089 | PC | EQUIPMENT UPGRADE | $2,000 |
| HISTORIC VERMILLON INC | ||||||
| 685 MAIN ST | VERMILION | OH | 44089 | PC | OPERATIONS | $1,500 |
| ST MARYS 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 |
| YMCA SOUTHEAST VALLEY | ||||||
| 2919 N LITCHFIELD RD | GOODYEAR | AZ | 85395 | PC | OPERATIONS | $1,000 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | PC | OPERATIONS | $2,000 |
| GUIDE DOGS FOR THE BLIND | ||||||
| 2613 APACHE ST | LEAGUE CITY | TX | 77573 | PC | OPERATIONS | $1,500 |
| BROADMOOR BAPTIST CHURCH | ||||||
| 1531 HIGHLAND COLONY PARKWAY | MADISON | MS | 39110 | PC | SCHOLARSHIP FUND | $1,500 |
| CHINO VALLEY EDUCATION FOUNDATION | ||||||
| 650 E CENTER ST | CHINO VALLEY | AZ | 86323 | PC | HELP HOMELESS CHILDREN | $10,000 |
| 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 | $42,000 | 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 | $22 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,998 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $77,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,555 | 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 | $845 | Amt |
| Net Investment Income | $845 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $845 | 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 |
| 2020 TOYOTA COROLLA | 2019-04-19 | $26,575 | $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 | $405,797 | EOYBookValueAmt |
| EOYFMV | $649,973 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $181 | $0 | $0 | $181 |
| DIRECTOR EXPENSES | $1,200 | $0 | $0 | $1,200 |
| TRAVEL | $15,549 | $0 | $0 | $15,549 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $9,897 | Amt |
| Net Investment Income | $9,897 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,897 | 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 | $1,070 | $1,070 | $1,070 | $0 |
| FEDERAL TAXES | $530 | $0 | $0 | $0 |
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