LPR CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LPR CHARITABLE TR (EIN 47-7040229)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202213149349100026
- Schema version
- 2021v4.2
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T09:11:20-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830331229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGEE HEARNE & PAIZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1088 | AddressLine1Txt |
| City | CHEYENNE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82003 | 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 | 477040229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LPR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LPRC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1905 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORIAN PERALTA-RAMOS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORIAN | PersonFirstNm |
| Person Last | PERALTA-RAMOS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG G VAUGHN | PreparerPersonNm |
| PTIN | P01449642 | PTIN |
| Phone | 3076342151 | PhoneNum |
| Preparation | 2022-11-09 | PreparationDt |
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 |
| 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 | $3,442,001 | 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 |
| Dividends Rev And Expnss | $98,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $677,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $212,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,465 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,795 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,744 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,744 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,015 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,015 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,099 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,099 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,562 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,163 | CashBOYAmt |
| Cash EOY | $145,101 | CashEOYAmt |
| Cash EOYFMV | $145,101 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $6,141 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,141 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $2,580,436 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,549,691 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,290,759 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,675,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,700,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,442,001 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,675,599 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,700,933 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,675,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,700,933 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,675,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,700,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,675,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,562 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,772 | OtherIncreasesAmt |
| Subtotal | $2,700,933 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,700,933 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN | P | $416,401 | $335,527 | $80,874 | $80,874 |
| JP MORGAN | P | $236,607 | $228,020 | $8,587 | $8,587 |
| CAPITAL GAINS DIVIDENDS | P | $24,665 | $24,665 | $24,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,126 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,666 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,666 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,141 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,141 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,475 | OverpaymentAmt |
| Applied To ES Tax | $3,475 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LPR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3077333327 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WILLOW STREET GROUP PO BOX 1905 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| LPR FIDUCIARY MANAGEMENT LLC | ||||||||
| PO BOX 2589 | JACKSON | WY | 83001 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL HODGES | ||||||||
| PO BOX 2589 | JACKSON | WY | 83001 | MANAGER | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,146,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,471 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,271,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,271,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,222,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,666 | TotalTaxAmt |
| Distributable Before Adj | $158,467 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $158,467 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $158,467 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $170,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $23,527 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,571 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,745 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,564 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $170,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $158,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,783 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $93,347 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $93,347 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,527 | ExcessFromYear4Amt |
| Excess From Year3 | $18,571 | ExcessFromYear3Amt |
| Excess From Year2 | $22,745 | ExcessFromYear2Amt |
| Excess From Year1 | $16,721 | ExcessFromYear1Amt |
| Excess From Current Year | $11,783 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIKEN HORSE PARK | |||||||
| PO BOX 1951 | AIKEN | SC | 29802 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $5,000 |
| AIKEN TECHNICAL COLLEGE FOUNDATION | |||||||
| 2276 JEFFERSON DAVIS HWY | GRANITEVILLE | SC | 29829 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 8221 W 20TH STREET | GREELEY | CO | 80634 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| COLORADO COLLEGE | |||||||
| 14 EAST CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $5,000 |
| EQUINE RESCUE OF AIKEN | |||||||
| 532 GLENWOOD DR | AIKEN | SC | 29803 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $13,000 |
| FOXIE G FOUNDATION | |||||||
| 14024 NEW WINDSOR RD 7838 | UNION BRIDGE | MD | 21791 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $2,000 |
| FRIENDS OF THE ANIMAL SHELTER - AIKEN | |||||||
| PO BOX 2207 | AIKEN | SC | 29802 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| GARRISON FOREST SCHOOL | |||||||
| 300 GARRISON FOREST RD | OWINGS | MD | 21117 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $5,000 |
| GENTLE GIANTS DRAFT HORSE RESCUE | |||||||
| 17250 OLD FREDRICK ROAD | MOUNT AIRY | MD | 21771 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $1,000 |
| GOLDEN HARVEST FOOD BANK | |||||||
| 81 CAPITAL DRIVE | AIKEN | SC | 29803 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| GREAT OAK ATRC | |||||||
| 1123 EDGEFIELD HIGHWAY | AIKEN | SC | 29801 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| HITCHCOCK WOODS FOUNDATION | |||||||
| 444 S BOUNDARY AVE SW | AIKEN | SC | 29801 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| MILLICENT ROGERS MUSEUM | |||||||
| 1504 MILLICENT ROGERS RD | EL PRADO | NM | 87529 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $5,000 |
| PORTSMOUTH ABBEY SCHOOL | |||||||
| 285 CORYS LANE | PORTSMOUTH | RI | 02871 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $300 |
| SPCA ALBRECHT CENTER FOR ANIMAL WELFARE | |||||||
| 199 WILLOW RUN RD | AIKEN | SC | 29801 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $15,000 |
| STRAY HEARTS-TAOS | |||||||
| 1200 ST FRANCIS LN | TAOS | NM | 87571 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $5,000 |
| TREVOR ZOO AT MILLBROOK SCHOOL | |||||||
| 282 MILLBROOK SCHOOL RD | MILLBROOK | NY | 12545 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| WILLIAM F BUCKLEY JR PROGRAM AT YALE | |||||||
| 234 CHURCH STREET 7TH FLOOR | NEW HAVEN | CT | 06510 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $500 |
| AIKEN LAND CONSERVANCY | |||||||
| PO BOX 3096 | AIKEN | SC | 29802 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| AIKEN SENIOR LIVING SERVICES | |||||||
| PO BOX 3156 | AIKEN | SC | 29802 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| AVALO CAT SANCTUARY | |||||||
| 346 RAWLS MILL POND RD | WAGENER | SC | 29164 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $7,450 |
| CHILDREN'S PLACE INC | |||||||
| 310 BARNWELL AVENUE NORTHEAST | AIKEN | SC | 29801 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,339 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $212,465 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,465 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,795 | Amt |
| Net Investment Income | $3,795 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,549,691 | BookValueAmt |
| EOYFMV | $3,290,759 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $10 | $10 | $0 |
| ADVISOR FEES | $8,041 | $8,041 | $0 |
| POSTAGE | $48 | $48 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,772 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $6,744 | Amt |
| Net Investment Income | $6,744 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,015 | Amt |
| Net Investment Income | $2,015 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments