WADE A AND RUBY O WALLINGER FOUNDATION INC: Form 990PF, tax year 2021
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- Organization
- WADE A AND RUBY O WALLINGER FOUNDATION INC (EIN 46-5015111)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-18
- IRS object ID
- 202241999349100014
- 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
- Amortization Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-18T10:00:57-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 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 | 2022-07-18 | 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 |
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 | 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 | $1,001,380 | 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 | $115,536 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,430 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,430 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,029,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,511 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $18,588 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $162 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $151 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $297,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,093 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,019 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $750 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,739 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,369 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,383 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,383 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,383 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $256,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,093 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,019 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,419 | CashBOYAmt |
| Cash EOY | $1,183 | CashEOYAmt |
| Cash EOYFMV | $1,183 | CashEOYFMVAmt |
| Other Investments BOY | $709,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $946,715 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,000,197 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $577 | OtherAssetsBOYAmt |
| Other Assets EOY | $514 | OtherAssetsEOYAmt |
| Total Assets BOY | $715,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $948,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,001,380 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100 | CapitalStockBOYAmt |
| Capital Stock EOY | $100 | CapitalStockEOYAmt |
| Retained Earning BOY | $715,832 | RetainedEarningBOYAmt |
| Retained Earning EOY | $948,312 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $715,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $948,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $715,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $948,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $715,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $256,399 | ExcessRevenueOverExpensesAmt |
| Subtotal | $972,331 | SubtotalAmt |
| Other Decreases | $23,919 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $948,412 | 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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY - ST COVERED | P | 2021-01-01 | 2021-06-30 | $312,929 | $294,351 | $18,578 | $18,578 |
| MORGAN STANLEY - LT COVERED | P | 2019-03-18 | 2021-10-20 | $598,012 | $452,854 | $145,158 | $145,158 |
| 1016 MORGAN STANLEY - LT NONCOVERED | P | 2000-01-03 | 2021-12-22 | $118,233 | $115,468 | $2,765 | $2,765 |
| MORGAN STANLEY - NONCOVERED UNDETERMINED | P | 2021-12-17 | 2021-12-17 | $10 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,511 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,588 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,531 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,531 | SubtotalAmt |
| Tax Based On Investment Income | $2,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,110 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,110 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,422 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $865,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,815 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $876,687 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $876,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $863,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,177 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,177 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,531 | TotalTaxAmt |
| Distributable Before Adj | $40,646 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,646 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,646 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,383 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,383 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,646 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,427 | UndistributedIncomePYAmt |
| Qualifying Distributions | $31,383 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,427 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $956 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $39,690 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HUMBLE NOON LIONS CLUB | ||||||
| PO BOX 6181 | KINGWOOD | TX | 77325 | PC | CHARITABLE | $180 |
| YMCA OF GREATER HOUSTON | ||||||
| 2600 N LOOP W FWY 300 | HOUSTON | TX | 77092 | PC | CHARITABLE | $5,500 |
| 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 |
| PEDAL WITH PETE | ||||||
| PO BOX 1233 | WORTHINGTON | OH | 43085 | PC | CHARITABLE | $2,000 |
| THE ARC GATEWAY | ||||||
| 3932 NORTH 10TH AVE | PENSACOLA | FL | 32503 | PC | CHARITABLE | $2,000 |
| EMMA NORTON | ||||||
| 670 NORTH ROBERT STREET | SAINT PAUL | MN | 55101 | I | CHARITABLE | $2,000 |
| BIBLE PROJECT | ||||||
| 1302 SE ANKENY STREET | PORTLAND | OR | 97214 | PC | CHARITABLE | $100 |
| OCEAN PARK FOOD BANK | ||||||
| 1601 BAY AVE | OCEAN PARK | WA | 98640 | PC | CHARITABLE | $2,000 |
| SOUTHEAST TEXAS FOOD BANK | ||||||
| 3845 S ML KING JR PARKWAY | BEAUMONT | TX | 77705 | PC | CHARITABLE | $103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,383 | 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 | $1 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,430 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $166,511 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DISTRIBUTION | Desc |
| Unrelated Business Taxbl Incm | $11 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $151 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $182,093 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,104 | 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 | $486 | DeductionForPriorYearsAmt |
| Current Year Amortization | $63 | CurrentYearAmortizationAmt |
| Total Amortization | $549 | TotalAmortizationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Intangible Assets | Desc |
| BOY Book Value | $577 | BOYBookValueAmt |
| EOY Book Value | $514 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $23,919 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Amortization | $63 |
| INVESTMENT EXPENSES | $7,328 |
| Investment REFUNDS | -$26 |
| POSTAGE | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $162 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $151 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES | $629 |
| US TAXES | $1,110 |
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