CARIDAD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARIDAD FOUNDATION (EIN 41-2063104)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-02
- IRS object ID
- 202312459349100601
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-02T15:45:33-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721342354 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKER & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 Auburn Avenue Suite 3 | AddressLine1Txt |
| City | Monroe | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71201 | 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 | 412063104 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARIDAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARI | BusinessNameControlTxt |
| Phone | 3183873170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIXON ABELL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIXON | PersonFirstNm |
| Person Last | ABELL | 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 | ANDY S PARKER CPA | PreparerPersonNm |
| PTIN | P01066100 | PTIN |
| Phone | 3183873170 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $1,093,924 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,110 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $453 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $131,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,240 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $24,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,350 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,506 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $537 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $275 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,546 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,877 | CashBOYAmt |
| Cash EOY | $26,727 | CashEOYAmt |
| Cash EOYFMV | $26,727 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,819 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,629 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,153 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,275 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,275 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,454,092 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,053,293 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,053,293 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,504,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,093,924 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,093,924 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,504,941 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,093,924 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,504,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,093,924 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,504,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,093,924 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,504,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,378 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,445,563 | SubtotalAmt |
| Other Decreases | $351,639 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,093,924 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB SHORT TERM | P | 2001-01-01 | 2022-07-01 | $130,347 | $49,680 | $80,667 | $80,667 |
| Capital Gain Dividends | $32,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,110 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,412 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,412 | SubtotalAmt |
| Tax Based On Investment Income | $1,412 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,275 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,275 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,863 | OverpaymentAmt |
| Applied To ES Tax | $6,863 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | 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 | DIXON W ABELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3183873170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 712114007 | 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 |
|---|---|---|---|---|---|---|
| DIXON W ABELL | ||||||
| 2403 PARGOUD LANDING | MONROE | LA | 71201 | President | 1.00 | $0 |
| MARTHA C ABELL | ||||||
| 2403 PARGOUD LANDING | MONROE | LA | 71201 | Secretary | 1.00 | $0 |
| HELEN ABELL TUFT | ||||||
| 2403 PARGOUD LANDING | MONROE | LA | 71201 | Treasurer | 1.00 | $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 | $1,191,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,254,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,254,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,235,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,798 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,412 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,412 | TotalTaxAmt |
| Distributable Before Adj | $60,386 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,386 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,386 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,525 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $158,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,386 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,612 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,815 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,714 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,877 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,098 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $243,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,525 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,386 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $98,139 | RemainingDistriFromCorpusAmt |
| Total Corpus | $341,255 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,612 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $324,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,815 | ExcessFromYear4Amt |
| Excess From Year3 | $40,714 | ExcessFromYear3Amt |
| Excess From Year2 | $88,877 | ExcessFromYear2Amt |
| Excess From Year1 | $75,098 | ExcessFromYear1Amt |
| Excess From Current Year | $98,139 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LOUISIANA TECH UNIVERSITY | |||||||
| PO BOX 1190 | RUSTON | LA | 71273 | NONE | POF | EDUCATIONAL | $3,250 |
| JESUS THE GOOD SHEPHERD CATHOLIC SC | |||||||
| 900 GOOD SHEPHERD LANE | MONROE | LA | 71201 | NONE | POF | EDUCATIONAL | $15,000 |
| CHENNAULT AVIATION AND MILITARY MUS | |||||||
| 701 KANSAS LANE | MONROE | LA | 71203 | NONE | NC | EDUCATIONAL | $7,500 |
| AMERICAN BATTLEFIELD TRUST | |||||||
| PO BOX 17686 | BALTIMORE | MD | 21279 | NONE | NC | CULTURAL | $10,000 |
| ULM FOUNDATION | |||||||
| 308 WARHAWK WAY | MONROE | LA | 71209 | NONE | POF | CHARITABLE | $35,150 |
| ST FREDERICK HIGH SCHOOL | |||||||
| 3300 WESTMINSTER AVENUE | MONROE | LA | 71201 | NONE | PF | EDUCATIONAL | $25,000 |
| NATURE CONSERVANCY OF LOUISIANA | |||||||
| PO BOX 4125 | BATON ROUGE | LA | 70821 | NONE | PF | CHARITABLE | $20,000 |
| WEST CLAY ELEMENTARY PTO | |||||||
| 3495 WEST 126TH STREET | CARMEL | IN | 46032 | NONE | NC | EDUCATIONAL | $1,000 |
| UNITED WAY | |||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PC | CHARITABLE | $3,000 |
| NATIONAL POWERLIFTING FUND | |||||||
| 1120 HUFFMAN RD STE 24 223 | ANCHORAGE | AK | 99515 | NONE | POF | CHARITABLE | $500 |
| FRANKLIN PARISH STEER PROJECT | |||||||
| 6562 MAIN STREET COURTHOUSE BLDG | WINNSBORO | LA | 71295 | NONE | POF | CHARITABLE | $7,000 |
| NAFA | |||||||
| 3405 WEST DEBORAH DRIVE | MONROE | LA | 71201 | NONE | POF | CHARITABLE | $625 |
| BYU ATHLETIC FUND | |||||||
| 1450 N UNIVERSITY AVENUE | PROVO | UT | 84604 | NONE | POF | EDUCATIONAL | $10,000 |
| HARRISON AND SHELBY MERMORIAL GRANT | |||||||
| 4400 SOUTH 875 EAST | ZIONSVILLE | IN | 46077 | NONE | POF | CHARITABLE | $2,500 |
| LAND CRUISER HERITAGE MUSEUM | |||||||
| 476 W 600 N | SALT LAKE CITY | UT | 84101 | NONE | POF | CULTURAL | $5,000 |
| THE MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | POF | CHARITABLE | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,525 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $18,119 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,110 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $453 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $131,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,693 | 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 | PARKER & COMPANY, CPA'S | CategoryTxt |
| Amt | $24,350 | Amt |
| Net Investment Income | $24,350 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS | $30 | $30 |
| POSTAGE | $176 | $176 |
| PUBLICATIONS | $69 | $69 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $453 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $4,506 | Amt |
| Net Investment Income | $4,506 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $2,878 | |
| FOREIGN TAX PAID | $537 | $537 |
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