MCCREA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MCCREA FOUNDATION INC (EIN 59-6152245)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202113129349100141
- Schema version
- 2020v4.0
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T13:58:03-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812665415 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whatcom CPA Group PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 ELDRIDGE AVE | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596152245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCREA FOUNDATION inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCR | BusinessNameControlTxt |
| Phone | 7864230519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 WHALEN DRIVE | AddressLine1Txt |
| City | POINT ROBERTS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98281 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David McCrea | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | McCrea | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Justin Remaklus | PreparerPersonNm |
| PTIN | P00781719 | PTIN |
| Phone | 3602444966 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,400,117 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $46,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $34,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,519 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,519 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,468 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $264,353 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,400 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $71,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,519 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,519 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,700 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,623 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,623 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,286 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,286 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,342 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,910 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,519 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,297 | CashBOYAmt |
| Cash EOY | $56,270 | CashEOYAmt |
| Cash EOYFMV | $56,270 | CashEOYFMVAmt |
| Other Investments BOY | $1,210,892 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,200,261 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,343,847 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,246,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,256,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,400,117 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,246,189 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,256,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,246,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,256,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,246,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,256,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,246,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,342 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,256,531 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,256,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST | P | 2020-01-01 | 2020-12-31 | $4,289 | $5,483 | -$1,194 | -$1,194 |
| NORTHERN TRUST | P | 2019-01-01 | 2020-12-31 | $255,715 | $270,338 | -$14,623 | -$14,623 |
| NORTHERN TRUST | P | 2019-01-01 | 2020-12-31 | $4,349 | $4,349 | $4,349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,468 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,194 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $291 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $291 | SubtotalAmt |
| Tax Based On Investment Income | $291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $509 | OverpaymentAmt |
| Applied To ES Tax | $509 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David B McCrea | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7864230519 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 WHALEN DRIVE | AddressLine1Txt |
| City | POINT ROBERTS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98281 | 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 |
|---|---|---|---|---|---|---|
| DAVID MCCREA | ||||||
| 2110 Whalen Drive | Point Roberts | WA | 98281 | President | 0.00 | $0 |
| Janet McCrea | ||||||
| 2110 Whalen Drive | Point Roberts | WA | 98281 | Secretary | 0.00 | $0 |
| Ashley mccrea | ||||||
| 2110 Whalen Drive | Point Roberts | WA | 98281 | Director | 0.00 | $0 |
| Jessica mccrea | ||||||
| 2110 Whalen Drive | Point Roberts | WA | 98281 | Director | 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 | $291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $291 | TotalTaxAmt |
| Distributable Before Adj | $291 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $291 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $47,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,786 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,183 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,615 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $42,584 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $47,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $90,084 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,786 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,298 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,183 | ExcessFromYear4Amt |
| Excess From Year3 | $7,615 | ExcessFromYear3Amt |
| Excess From Current Year | $47,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MIAMI LIGHTHOUSE | |||||
| 601 SW 8 AVENUE | MIAMI | FL | 33130 | CHARITY | $5,000 |
| CONF OF CONSUMER FINANCE | |||||
| 2501 N BLACKWELDER | OKLAHOMA CITY | OK | 73106 | EDUCATION | $500 |
| WATAUGA HUMANE SOCIETY | |||||
| 312 PAWS WAY | BOONE | NC | 28607 | COMMUNITY | $2,000 |
| PLANNED PARENTHOOD | |||||
| 3119 CORAL WAY | MIAMI | FL | 33145 | CHARITY | $1,000 |
| PEACE HEALTH ST JOSEPH MEDICAL FD | |||||
| 3001 SQUALICUM PARKWAY | BELLINGHAM | WA | 98225 | COMMUNITY | $35,000 |
| PLYMOUTH CONG CHURCH | |||||
| 3400 DEVON ROAD | COCONUT GROVE | FL | 33133 | CHRISTIAN | $3,000 |
| Southern Poverty Law Center | |||||
| 400 Washington Avenue | Montgomery | AL | 36104 | CHARITY | $100 |
| World Wildlife Fund | |||||
| 1250 24th Street NW | Washington | DC | 20037 | CHARITY | $200 |
| University of Washington Foundation | |||||
| 4333 Brooklyn Ave NE | Seattle | WA | 98105 | CHARITY | $100 |
| Local Media Foundation | |||||
| PO Box 450 | Lake City | MI | 49651 | CHARITY | $500 |
| Doctors Without Borders | |||||
| 40 Rector St 16th Floor | New York | NY | 10006 | CHARITY | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$11,468 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Foundation Energy Mgmt | |
| NT-S1411 Net Invest Inc | $48 |
| Other Income | $2,352 |
| Unrecaptured S1250 Gain |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,519 | ExclusionAmt |
| Related Or Exempt Function Incm | -$9,068 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,451 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | W SLOAN MCCREA CHAR REM UNITRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 WHALEN DRIVE | AddressLine1Txt |
| City | POINT ROBERTS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $46,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,200,261 | BookValueAmt |
| EOYFMV | $1,343,847 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Charges | $255 | $255 |
| Invest - Management Fees | $10,031 | $10,031 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| NT-S1411 Net Invest Inc | $48 |
| Other Income | $2,352 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $1,700 | Amt |
| Net Investment Income | $1,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Annual Report | $61 | $61 |
| Foregin Tax Paid - NT | $1,562 | $1,562 |