WADE A AND RUBY O WALLINGER FOUNDATION INC: Form 990PF, tax year 2022
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- Organization
- WADE A AND RUBY O WALLINGER FOUNDATION INC (EIN 46-5015111)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-09
- IRS object ID
- 202342219349100809
- 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
- Amortization Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-09T10:14:53-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475476811 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DeBenonBroussard LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 Green Oak Pl Ste 194 | AddressLine1Txt |
| City | Kingwood | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77339 | 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 | 465015111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WADE A AND RUBY O WALLINGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WADE | BusinessNameControlTxt |
| Phone | 2819609636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4022 SPRUCE VALLEY DR | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77345 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WADE A WALLINGER | PersonNm |
| Person Title | SEC/TREAS/DIRECTOR | PersonTitleTxt |
| Signature | 2023-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WADE A | PersonFirstNm |
| Person Last | WALLINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chuck K DeBenon CPA PFS | PreparerPersonNm |
| PTIN | P00629664 | PTIN |
| Phone | 2814467667 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $1,024,035 | 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 | $225,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $22,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,362 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,362 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,022 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,455 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $215,357 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,379 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,364 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $900 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,439 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,518 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $164,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,379 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,364 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,183 | CashBOYAmt |
| Cash EOY | $5,801 | CashEOYAmt |
| Cash EOYFMV | $23,122 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $3,044 | PrepaidExpensesEOYAmt |
| Other Investments BOY | $946,715 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,104,116 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,000,913 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $514 | OtherAssetsBOYAmt |
| Other Assets EOY | $451 | OtherAssetsEOYAmt |
| Total Assets BOY | $948,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,113,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,024,035 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $205 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $205 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100 | CapitalStockBOYAmt |
| Capital Stock EOY | $100 | CapitalStockEOYAmt |
| Retained Earning BOY | $948,312 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,113,107 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $948,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,113,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $948,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,113,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $948,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $164,795 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,113,207 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,113,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS MORGAN STANLEY - ST COVERED | P | 2021-12-22 | 2022-06-30 | $62,485 | $79,292 | -$16,807 | -$16,807 |
| VARIOUS MORGAN STANLEY - LT COVERED | P | 2021-02-08 | 2022-03-16 | $53,955 | $69,185 | -$15,230 | -$15,230 |
| Capital Gain Dividends | $15 | ||||||
| Wash Sale | $358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$31,664 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,467 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $311 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $311 | SubtotalAmt |
| Tax Based On Investment Income | $311 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,355 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,355 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,044 | OverpaymentAmt |
| Applied To ES Tax | $3,044 | 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 |
| 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 | WADE WALLINGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2819609636 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4022 SPRUCE VALLEY DR | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77345 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RUBY O WALLINGER | ||||||
| 4022 SPRUCE VALLEY DR | KINGWOOD | TX | 77345 | PRESIDENT/DIREC | 1.00 | $0 |
| WADE A WALLINGER | ||||||
| 4022 SPRUCE VALLEY DR | KINGWOOD | TX | 77345 | SEC./TREAS/DIRE | 2.00 | $0 |
| GINGER KLASNICH | ||||||
| SIN-5 CHEVRON SINGAPORE POUCH | SAN RAMON | CA | 94583 | Director | 0.10 | $0 |
| GUY DAYVAULT | ||||||
| 2923 FOUR PINES DRIVE | KINGWOOD | TX | 77345 | Director | 0.10 | $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 | $860,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $876,035 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $876,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $862,894 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $311 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $311 | TotalTaxAmt |
| Distributable Before Adj | $42,834 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,834 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,834 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,705 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,705 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,690 | UndistributedIncomePYAmt |
| Qualifying Distributions | $39,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,690 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $42,819 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUBY O WALLINGER | ContributingManagerNm |
| Contributing Manager | WADE A WALLINGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| YMCA OF GREATER HOUSTON | ||||||
| 2600 N LOOP W FWY 300 | HOUSTON | TX | 77092 | PC | CHARITABLE | $5,000 |
| SPECIAL OLYMPICS TEXAS | ||||||
| 1804 RUTHERFORD LANE | AUSTIN | TX | 78754 | PC | CHARITABLE | $500 |
| NEW HORIZONS OF NW FL | ||||||
| 10050 HILLVIEW DR | PENSACOLA | FL | 32514 | PC | CHARITABLE | $2,000 |
| HOLY COMFORTER SCHOOL | ||||||
| 1901 Woodland Hills Drive | KINGWOOD | TX | 77339 | PC | CHARITABLE | $10,000 |
| VILLAGE LEARNING CENTER | ||||||
| 3819 PLUM VALLEY DR | KINGWOOD | TX | 77339 | PC | CHARITABLE | $5,000 |
| EMMA NORTON | ||||||
| 670 NORTH ROBERT STREET | SAINT PAUL | MN | 55101 | I | CHARITABLE | $5,000 |
| BIBLE PROJECT | ||||||
| 1302 SE ANKENY STREET | PORTLAND | OR | 97214 | PC | CHARITABLE | $100 |
| SOUTHEAST TEXAS FOOD BANK | ||||||
| 3845 S ML KING JR PARKWAY | BEAUMONT | TX | 77705 | PC | CHARITABLE | $105 |
| PENINSULA POVERTY RESPONSE | ||||||
| PO BOX 655 | OCEAN PARK | WA | 98460 | PC | CHARITABLE | $5,000 |
| LUTHERHILL MINISTRIES | ||||||
| 3782 LUTHER HILL RD | LA GRANGE | TX | 78945 | PC | CHARITABLE | $2,000 |
| RMHC OF NORTHWEST FLORIDA INC | ||||||
| 5200 BAYOU BOULEVARD | PENSACOLA | FL | 32503 | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,705 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,362 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$32,022 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DISTRIBUTION | Desc |
| Related Or Exempt Function Incm | $15 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$9,643 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$9,643 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3411 | LineNumberTxt |
| Relationship Statement | ALL INVESTMENT ACTIVITIES ARE INTENDED TO GROW THE FOUNDATIONS ASSET LEVELS IN ORDER TO INCREASE CHARITABLE CONTRIBUTIONS DURING THE FOUNDATIONS EXISTENCE. | RelationshipStatementTxt |
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 |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATIONAL COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2014-01-01 | AcquiredCompletedOrExpendedDt |
| Amortized | $1,063 | AmortizedAmt |
| Deduction For Prior Years | $549 | DeductionForPriorYearsAmt |
| Current Year Amortization | $63 | CurrentYearAmortizationAmt |
| Total Amortization | $612 | TotalAmortizationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| BOY Book Value | $514 | BOYBookValueAmt |
| EOY Book Value | $451 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Amortization | $63 |
| INVESTMENT EXPENSES | $7,455 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD | Desc |
| EOY Book Value | $205 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEBENONBROUSSARD | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL INCOME TAX - GROSS | $4,777 |
| FOREIGN TAXES | $706 |
| LESS: FEDERAL INCOME TAX - PREPAID | $3,044 |
Comments