YOUNG FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG FAMILY FOUNDATION INC (EIN 46-5629306)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-12-31
- IRS object ID
- 202110089349100901
- Schema version
- 2019v5.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees 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 | 2020-12-31T14:55:33-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731688464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY MORROW & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1347 S 3RD ST STE 304 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402083300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465629306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 5022250764 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 547 | AddressLine1Txt |
| City | GOSHEN | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 400260547 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA WARREN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5022250764 | PhoneNum |
| Signature | 2021-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY C MORROW | PreparerPersonNm |
| PTIN | P00769897 | PTIN |
| Phone | 5024198025 | PhoneNum |
| Preparation | 2020-12-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $6,354,964 | 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 | $335 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,578 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,578 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,033 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $15,084 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $15,084 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $128,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,604 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,084 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,825 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $983 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,842 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,466 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,347 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $3,673 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,446 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,965 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $597 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $298 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,070 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,783 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,892 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,891 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,735 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,368 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,367 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,023 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,836 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,519 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $317 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $59,544 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,085 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,085 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $61 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $61 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,039 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $182 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,661 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,196 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $211,362 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,911 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,632 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $116,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,911 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,632 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,693 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,452 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,110 | CashBOYAmt |
| Cash EOY | $26,411 | CashEOYAmt |
| Cash EOYFMV | $26,411 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $6,588 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,668 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,668 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $265,155 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $245,082 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $240,166 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,115,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,136,468 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,069,463 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $672,812 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $617,277 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $637,595 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,623,702 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $258,405 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,410,481 | LandBOYAmt |
| Land EOY | $2,365,297 | LandEOYAmt |
| Land EOYFMV | $2,365,297 | LandEOYFMVAmt |
| Other Assets BOY | $10,364 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,364 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,364 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,498,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,406,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,354,964 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,429 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $706 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $706 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,495,070 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,405,861 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,495,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,405,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,498,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,406,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,495,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$82,815 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,412,255 | SubtotalAmt |
| Other Decreases | $6,394 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,405,861 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,629 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,963,506 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.024884 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $89,402 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,953,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022612 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,456 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,983,847 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025718 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $131,771 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,268,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058079 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,421 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,334,664 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016050 | DistributionYr5Rt |
| Total Distribution | 0.147343 | TotalDistributionRt |
| Average Distribution | 0.029469 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,989,784 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $117,575 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $937 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,512 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $116,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,874 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,874 | SubtotalAmt |
| Tax Based On Investment Income | $1,874 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $56 | EsPenaltyAmt |
| Overpayment | $1,570 | OverpaymentAmt |
| Applied To ES Tax | $1,570 | 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 |
| Org Report Or Register State | KY | 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 |
| Individual With Books | RHONDA SCHLADAND | IndividualWithBooksNm |
| Phone | 5022250764 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 SHRADER LANE | AddressLine1Txt |
| City | LAGRANGE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40031 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2017 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| HELEN HEDDENS | ||||||||
| 7101 SHRADER LANE | LAGRANGE | KY | 40031 | DIRECTOR | 000.00 | $200 | $0 | $0 |
| RHONDA SCHLADAND | ||||||||
| 7101 SHRADER LANE | LAGRANGE | KY | 40031 | TREASURER | 000.00 | $1,000 | $0 | $0 |
| LAURA WARREN | ||||||||
| 7101 SHRADER LANE | LAGRANGE | KY | 40031 | PRESIDENT | 000.00 | $4,500 | $0 | $0 |
| JOYCE CRUM | ||||||||
| 7101 SHRADER LANE | LAGRANGE | KY | 40031 | SECRETARY | 000.00 | $1,875 | $0 | $0 |
| NATALIE AMOS | ||||||||
| 7101 SHRADER LANE | LAGRANGE | KY | 40031 | DIRECTOR | 000.00 | $750 | $0 | $0 |
| JANEL TEMPLE | ||||||||
| 7101 SHRADER LANE | LAGRANGE | KY | 40031 | DIRECTOR | 000.00 | $1,500 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | YOUNG FAMILY FOUNDATION, INC. OWNS AND OPERATES A CENTER IN LAGRANGE, KENTUCKY THAT FACILITATES COMPLIMENTARY ALTERNATIVE AND INTEGRATIVE APPROACHES TO HEALING AND MAKES THE CENTER AVAILABLE TO INDIVIDUALS AND NONPROFIT 501(C)(3) ORGANIZATIONS WHO ARE ENGAGED IN AND SUPPORT COMPLEMENTARY ALTERNATIVE AND INTEGRATIVE APPROACHES TO HEALING | Description1Txt |
| Expenses1 | $116,275 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,008,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,364 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,050,542 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,050,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,989,784 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,874 | TotalTaxAmt |
| Distributable Before Adj | $197,615 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $197,615 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $197,615 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,275 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $116,275 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $116,275 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,615 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $196,045 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Total For Prior Years | $5,062 | TotalForPriorYearsAmt |
| Qualifying Distributions | $116,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $116,275 | AppliedToYear1Amt |
| Prior Year Undistributed Incm | $5,062 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $5,062 | PriorYearDeficiencyOrTaxAmt |
| Taxable2 | $79,770 | Taxable2Amt |
| Undistributed Income CY | $197,615 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FACILITY USE FEE | Desc |
| Related Or Exempt Function Incm | $14,986 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,578 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$9,476 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALES TAX DISCOUNT | Desc |
| Related Or Exempt Function Incm | $98 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $122,578 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,634 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,212 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | THE FACILITY USE FEE IS A BELOW MARKET VALUE FEE CHARGED |
| 1A | TO INDIVIDUALS AND NON-PROFITS THAT SUPPORT COMPLIMENTARY, |
| 1A | ALTERNATIVE AND INTEGRATIVE APPROACHES TO HEALING. ALL |
| 1A | RENTERS ARE VETTED BY THE BOARD USING A SPECIFIC SET OF |
| 1A | CRITERIA |
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 | $2,735 | Amt |
| Net Investment Income | $1,368 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,367 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LAND | 2014-08-09 | $688,786 | ||||
| BUILDING | 2014-08-09 | $1,818,214 | $186,484 | S/L | 39.0000 | $46,621 |
| LAZBOY SLEEPERS | 2015-07-03 | $21,173 | $6,049 | 200DB | 7.0000 | $4,321 |
| 6' DINING TABLE | 2015-08-04 | $715 | $204 | 200DB | 7.0000 | $146 |
| 6' DINING TABLE | 2015-08-04 | $715 | $204 | 200DB | 7.0000 | $146 |
| 6' BENCH | 2015-08-04 | $752 | $215 | 200DB | 7.0000 | $153 |
| TELEVISION | 2015-06-21 | $600 | $400 | 200DB | 5.0000 | $200 |
| 5 WIREPATH WPS - 100 8 CHANNEL | 2015-01-19 | $3,026 | $2,017 | 200DB | 5.0000 | $1,009 |
| WIREPATH WPS - 100 8 CHANNEL | 2015-01-19 | $1,535 | $1,023 | 200DB | 5.0000 | $512 |
| DOOR & WINDOW IMPROVEMENTS | 2015-09-17 | $6,590 | $169 | S/L | 39.0000 | $169 |
| LAND IMPROVEMENTS | 2015-07-27 | $1,578 | ||||
| LAND IMPROVEMENTS | 2015-09-18 | $8,873 | ||||
| LAND IMPROVEMENTS | 2015-12-17 | $7,960 | ||||
| DEMO & LAND IMPROVEMENTS | 2016-02-02 | $3,250 | ||||
| LAND IMPROVEMENTS | 2016-03-16 | $2,630 | ||||
| PARKING LOT | 2016-05-31 | $6,820 | ||||
| LAND IMPROVEMENTS | 2015-06-12 | $2,100 | ||||
| GUTTER | 2017-05-22 | $5,229 | $134 | S/L | 39.0000 | $134 |
| LAPTOP COMPUTER | 2017-06-02 | $1,999 | $800 | 200DB | 5.0000 | $479 |
| FIREPROOF CABINET | 2016-07-11 | $2,000 | $571 | 200DB | 7.0000 | $409 |
| DESK | 2016-10-24 | $596 | $170 | 200DB | 7.0000 | $122 |
| LAND IMPROVEMENTS | 2016-07-07 | $5,497 | ||||
| LAND IMPROVEMENTS | 2016-09-22 | $8,755 | ||||
| CONCRETE BARN FLOOR | 2017-09-29 | $4,944 | $127 | S/L | 39.0000 | $127 |
| LABYRINTH | 2019-01-19 | $3,034 | ||||
| MATTRESSES | 2019-02-25 | $750 | $50 | S/L | 5.0000 | $150 |
| BLINDS | 2019-06-28 | $1,221 | $244 | S/L | 5.0000 | $244 |
| IMPROVEMENT-ELEVATOR | 2019-11-27 | $1,100 | S/L | 39.0000 | $18 | |
| IMPROVEMENT-ROOF | 2020-02-11 | $8,760 | S/L | 39.0000 | $84 | |
| 2005 POLARIS | 2019-09-04 | $4,500 | 200DB | 5.0000 | $4,500 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| 2012-04 | PURCHASE | 2016-07 | $10,000 | $11,248 | -$1,248 |
| 2016-01 | PURCHASE | 2019-09 | $40,307 | $38,012 | $2,295 |
| 2011-10 | PURCHASE | 2019-12 | $10,000 | $10,939 | -$939 |
| 2016-07 | PURCHASE | 2020-02 | $51,726 | $50,622 | $1,104 |
| PURCHASE | 2020-03 | $18,594 | $21,288 | -$2,694 | |
| 2016-01 | PURCHASE | 2020-03 | $56,406 | $64,400 | -$7,994 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHWAB | BondNm |
| EOY Book Value | $617,277 | EOYBookValueAmt |
| EOYFMV | $637,595 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB | $2,030,471 | $2,078,158 |
| SCHWAB - MUTUAL FUNDS | $942,989 | $832,175 |
| SCHWAB - CNL HEALTHCARE | $59,657 | $55,779 |
| SCHWAB - BANK SWEEP/CASH | $100,328 | $100,328 |
| SCHWAB-BANK SWEEP/CASH | $3,023 | $3,023 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $175,488 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $175,488 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $69,594 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $64,678 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LPL INVESTMENT ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING & EQUIPMENT | $1,884,419 | $258,405 | $1,626,014 |
| $739,283 | $739,283 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $5,783 | LegalFeesAmt |
| Net Investment Income | $2,892 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,891 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLECTABLES - ANTIQUES/ART | Desc |
| BOY Book Value | $10,364 | BOYBookValueAmt |
| EOY Book Value | $10,364 | EOYBookValueAmt |
| EOYFMV | $10,364 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJ | Desc |
| Amt | $6,394 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK FEES | $401 | $20 | $381 | |
| CONTINUING EDUCATION | $21 | $2 | $19 | |
| DUES AND SUBSCRIPTIONS | $858 | $858 | ||
| D&O INSURANCE | $592 | $118 | $415 | $59 |
| GIFTS | $489 | $489 | ||
| PROPERTY INSURANCE | $6,253 | $625 | $5,628 | |
| WORKERS COMP | $403 | $403 | ||
| MAINTENANCE SUPPLIES | $34 | $34 | ||
| MARKETING | $1,879 | $1,879 | ||
| OFFICE EXPENSE | $640 | $640 | ||
| PAYROLL FEES | $1,229 | $61 | $1,045 | $123 |
| POSTAGE | $303 | $303 | ||
| PROGRAM SUPPLIES | $21 | $21 | ||
| REPAIRS & MAINTENANCE | $14,937 | $14,937 | ||
| SECURITY | $274 | $274 | ||
| SMALL EQUIPMENT | ||||
| UTILITIES | $8,705 | $871 | $7,834 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FACILITY USE FEE | $14,986 | $14,986 |
| SALES TAX DISCOUNT | $98 | $98 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CONSULTANT | ||
| FINANCIAL ADVISOR | $14,023 | $14,023 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE | $1,519 | $1,519 | |
| OTHER | $317 | $317 |
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