DICKENS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DICKENS FAMILY FOUNDATION (EIN 58-2581077)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202241369349101529
- Schema version
- 2021v4.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T07:07:26-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581809384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WMBO CPA Group LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2905 Premiere Parkway Suite 100 | AddressLine1Txt |
| City | Duluth | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582581077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DICKENS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DICK | BusinessNameControlTxt |
| Phone | 4042292017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1068 VISCOUNT COURT | AddressLine1Txt |
| City | AVONDALE ESTATES | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT E DICKENS JR | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT E DICKENS | PersonFirstNm |
| Person Last | JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kris Stone | PreparerPersonNm |
| PTIN | P01008050 | PTIN |
| Phone | 7706229885 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,939,562 | 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 | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $65,953 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,953 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $65,953 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $386,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,075,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $386,755 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $27,888 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $452,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $452,717 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $93,850 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,480 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,480 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,480 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,337 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,337 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $96,817 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,517 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,517 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $200,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $355,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $93,850 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,120 | CashBOYAmt |
| Cash EOY | $13,657 | CashEOYAmt |
| Cash EOYFMV | $13,658 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,420,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,620,302 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,925,904 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,433,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,633,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,939,562 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,433,576 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,633,959 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,433,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,633,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,433,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,633,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,433,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $200,383 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,633,959 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,633,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS #21390 | P | 2021-06-01 | 2021-06-30 | $132,973 | $105,085 | $27,888 | $27,888 |
| UBS #21390 | P | 2000-06-01 | 2021-06-30 | $648,700 | $406,181 | $242,519 | $242,519 |
| UBS #21390 | P | 2000-06-01 | 2021-06-30 | $917 | $164 | $753 | $753 |
| UBS #21858 | P | 2001-06-01 | 2021-06-30 | $1,168 | $1,059 | $109 | $109 |
| UBS #21858 | P | 2000-06-01 | 2021-06-30 | $292,159 | $176,673 | $115,486 | $115,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $386,755 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,888 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,947 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,947 | SubtotalAmt |
| Tax Based On Investment Income | $4,947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $1,450 | OverpaymentAmt |
| Applied To ES Tax | $1,450 | 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 | ROBERT E DICKENS JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4042292017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1068 VISCOUNT COURT | AddressLine1Txt |
| City | AVONDALE ESTATES | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300021402 | 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 |
|---|---|---|---|---|---|---|
| ROBERT E DICKENS JR | ||||||
| 1068 VISCOUNT COURT | AVONDALE ESTATES | GA | 300021402 | Trustee | 2.00 | $0 |
| MICHAEL E DICKENS | ||||||
| 1086 BERKELY ROAD | AVONDALE ESTATES | GA | 300021509 | SCHSP CMTE | 0.00 | $0 |
| JEAN DICKENS | ||||||
| 1086 BERKLEY ROAD | AVONDALE ESTATES | GA | 30002 | SCHSP CMTE | 0.00 | $0 |
| ROBERT CHASON DICKENS | ||||||
| 1068 VISOUNT COURT | AVONDALE ESTATES | GA | 30002 | SCHSP CMTE | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $4,947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,947 | TotalTaxAmt |
| Distributable Before Adj | $4,947 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,947 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,334 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $252,334 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $37,907 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,002 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $58,787 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $207,199 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,304 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $536,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,334 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $252,334 | RemainingDistriFromCorpusAmt |
| Total Corpus | $788,533 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $37,907 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $750,626 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,002 | ExcessFromYear4Amt |
| Excess From Year3 | $58,787 | ExcessFromYear3Amt |
| Excess From Year2 | $207,199 | ExcessFromYear2Amt |
| Excess From Year1 | $181,304 | ExcessFromYear1Amt |
| Excess From Current Year | $252,334 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE DICKENS FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1068 VISCOUNT COURT | AddressLine1Txt |
| City | AVONDALE ESTATES | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4042292017 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION AVAILABLE TO STUDENTS THROUGH THE GAFFNEY HIGH SCHOOL CAREER SERVICES COUNSELING CENTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JUNE 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF SC | |||||
| 1600 HAMPTON STREET 7TH FLOOR | COLUMBIA | SC | 29208 | SCHOLARSHIP | $95,517 |
| GAFFNEY HIGH SCHOOL | |||||
| 149 TWIN LAKE ROAD | GAFFNEY | SC | 29341 | SCHOLARSHIP | $20,000 |
| UNIVERSITY OF GEORGIA ATHLETIC ASSOC | |||||
| PO BOX 1472 | ATHENS | GA | 30603 | CHARITABLE CONTRIBUTION | $20,000 |
| GEORGIA EQUINE RESCUE LEAGUE | |||||
| 156 CLARKE AVE | SOCIAL CIRCLE | GA | 30025 | CHARITABLE CONTRIBUTION | $5,000 |
| CU FOUNDATION | |||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | CHARITABLE CONTRIBUTION | $5,000 |
| UNITED WAY - KENTUCKY | |||||
| 334 E BROADWAY 308 | LOUISVILLE | KY | 40202 | CHARITABLE CONTRIBUTION | $5,000 |
| NATIONAL BREAST CANCER FOUNDATION I | |||||
| PO BOX 676910 | DALLAS | TX | 75267 | CHARITABLE CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,517 | 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 | $9 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65,953 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $386,755 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $452,717 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $452,717 | 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) |
|---|---|---|
| Amt | $4,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS #21390 | $2,556,503 | $3,821,843 |
| UBS #21858 | $813,755 | $1,525,973 |
| UBS #21863 | $250,044 | $578,088 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $64,337 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64,337 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,337 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX EXPENSE | $10,602 | $10,602 | $10,602 |
| FOREIGN INCOME TAXES | $1,878 | $1,878 | $1,878 |
Comments