JOHN AND HANNA HINDMARSH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HANNA HINDMARSH FOUNDATION (EIN 72-1383033)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-15
- IRS object ID
- 202141359349100954
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-15T15:09:07-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561612071 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG BARRY & POSTON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 446 | AddressLine1Txt |
| City | Shelby | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28151 | 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 | 721383033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & HANNAH HINDMARSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14258 W VENTURA ST | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85379 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER HINDMARSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7044732752 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROGER | PersonFirstNm |
| Person Last | HINDMARSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP W POSTON CPA | PreparerPersonNm |
| PTIN | P00701675 | PTIN |
| Phone | 7044875111 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $811,686 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,692 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,692 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,814 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,508 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,694 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $715 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $715 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $8,428 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,428 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,428 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $731 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $731 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,680 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,680 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,874 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,680 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,874 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,634 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $820 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,815 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,815 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $410,730 | CorporateStockBOYAmt |
| Corporate Stock EOY | $412,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $806,871 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,619 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,044 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $26,575 | LandBOYAmt |
| Land EOY | $26,575 | LandEOYAmt |
| Total Assets BOY | $441,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $443,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $811,686 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $441,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $443,572 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $441,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $443,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $441,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $443,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $441,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,318 | ExcessRevenueOverExpensesAmt |
| Subtotal | $443,572 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $443,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 1434 SH AMBEV SA SPON | P | 2020-07-27 | 2020-08-31 | $3,243 | $4,276 | -$1,033 |
| 960 SH BANCO BILBAO ANDER | P | 2019-08-13 | 2020-02-18 | $5,302 | $4,664 | $638 |
| 737 SH BANCO SANTANDER | P | 2019-08-13 | 2020-07-27 | $1,745 | $2,948 | -$1,203 |
| 84 SH BP PLC SPONSORED ADR | P | 2020-03-04 | 2020-07-27 | $1,929 | $2,757 | -$828 |
| 48 SH CSX CORP | P | 2019-09-09 | 2020-03-27 | $2,702 | $2,881 | -$179 |
| 63 SH EXXON MOBIL | P | 2019-08-13 | 2020-03-24 | $2,168 | $4,438 | -$2,270 |
| 500 SH ING GROEP N V | P | 2019-08-13 | 2020-07-27 | $3,657 | $4,822 | -$1,165 |
| 840 SH ISHARES TRUST | P | 2020-07-27 | 2020-10-09 | $14,261 | $16,573 | -$2,312 |
| 55 SH SPDR SER TR S&P OIL | P | 2020-07-27 | 2020-09-24 | $2,330 | $2,848 | -$518 |
| 2330 SH TOTAL SA SPON ADS | P | 2019-08-13 | 2020-07-27 | $8,888 | $11,543 | -$2,655 |
| 134 SH UBS FI NEH GL HI | P | 2020-04-01 | 2020-05-07 | $16,945 | $14,561 | $2,384 |
| 23 SH VANECK VECTORS ETFTROIL | P | 2020-07-27 | 2020-09-24 | $2,270 | $3,055 | -$785 |
| 17 SH ALIBABA GROUP HOLDING LTD | P | 2017-04-19 | 2020-11-12 | $4,520 | $1,904 | $2,616 |
| 2 SH ALPHABET INC CAP STKCL | P | 2011-05-17 | 2020-11-12 | $3,496 | $532 | $2,964 |
| 2 SH AMAZON | P | 2011-02-08 | 2020-03-11 | $3,678 | $361 | $3,317 |
| 74 SH ANHEUSER BUSCH | P | 2015-09-14 | 2020-07-27 | $3,985 | $7,950 | -$3,965 |
| 31 SH APPLE INC | P | 2014-01-08 | 2020-11-12 | $3,706 | $602 | $3,104 |
| 247 SH BARCLAYS BK PLC | P | 2018-03-27 | 2020-04-01 | $15,201 | $23,267 | -$8,066 |
| 126 SH BASF SE SPON | P | 2016-02-09 | 2020-02-20 | $2,070 | $2,051 | $19 |
| 120 SH CISCO SYS INC | P | 2013-02-25 | 2020-03-11 | $4,542 | $2,515 | $2,027 |
| 40 SH CONCOPHILLPS | P | 2019-01-10 | 2020-07-27 | $1,591 | $2,702 | -$1,111 |
| 7 SH COSTCO WHOLESALE CORP | P | 2017-10-13 | 2020-11-12 | $2,631 | $1,118 | $1,513 |
| 115 SH DEVON ENERGY CORP | P | 2019-01-10 | 2020-07-27 | $1,193 | $3,015 | -$1,822 |
| 437 SH GENERAL ELECTRIC CO | P | 2019-01-07 | 2020-02-19 | $5,533 | $3,770 | $1,763 |
| 99 SH HALLBURTON CO COM | P | 2019-01-11 | 2020-07-27 | $1,449 | $3,014 | -$1,565 |
| 144 SH HSBC HLDGS PLC SPON | P | 2016-08-16 | 2020-02-18 | $5,167 | $5,105 | $62 |
| 108 SH JOHNSON & JOHNSON | P | 2011-04-28 | 2020-03-11 | $15,241 | $7,010 | $8,231 |
| 24 SH JPMORGAN CHASE & CO | P | 2013-02-25 | 2020-11-12 | $2,710 | $1,167 | $1,543 |
| 77 SH ORACLE CORP | P | 2009-09-01 | 2020-03-11 | $3,514 | $1,691 | $1,823 |
| 455 SH PFIZER INC | P | 2013-06-24 | 2020-03-11 | $15,532 | $10,746 | $4,786 |
| 44 SH PROCTER & GAMBLE | P | 2013-02-25 | 2020-03-11 | $4,987 | $3,388 | $1,599 |
| 182 SH ROYAL DUTCH SHELL | P | 2018-10-04 | 2020-07-27 | $5,864 | $12,139 | -$6,275 |
| 13 SH SALESFORCE | P | 2018-10-04 | 2020-11-12 | $3,265 | $2,022 | $1,243 |
| 93 SH SANOFI SPONSORED ADR | P | 2011-03-03 | 2020-01-15 | $4,763 | $3,342 | $1,421 |
| 79 SH SCHLUMBERGER LIMITED | P | 2018-03-01 | 2020-07-27 | $1,526 | $5,220 | -$3,694 |
| 40 SH SIEMENS AG SPON | P | 2016-02-09 | 2020-11-12 | $2,903 | $1,856 | $1,047 |
| 432 SH SOFTBANK GROUP CORP | P | 2017-05-26 | 2020-02-14 | $10,884 | $8,327 | $2,557 |
| 882 SH SUMITOMO MITSUIFINL GROP | P | 2017-04-24 | 2020-02-20 | $5,890 | $6,546 | -$656 |
| 124 SH UBS AG LONDON BRH | P | 2014-06-10 | 2020-05-26 | $40,541 | $12,405 | $28,136 |
| 511 SH UBS GROUP CHFO | P | 2016-07-12 | 2020-02-19 | $6,700 | $6,530 | $170 |
| 19 SH VISA INC | P | 2012-08-16 | 2020-11-12 | $3,968 | $590 | $3,378 |
| 20 SH WALMART INC | P | 2016-05-09 | 2020-11-12 | $2,957 | $1,382 | $1,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,814 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9,926 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $537 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $537 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $137 | TaxDueAmt |
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 | AL | 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 |
| Individual With Books | ROGER HINDMARSH | IndividualWithBooksNm |
| Phone | 7044732752 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14258 W VENTURA ST | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85379 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROGER HINDMARSH | ||||||||
| 14258 W VENTURA ST | SURPRISE | AZ | 85379 | PRESIDENT AND TREASURER | 6.00 | $0 | $0 | $0 |
| SUSAN SCHAUER | ||||||||
| 3618 STATE ROAD | VERMILION | OH | 44089 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY HINDMARSH | ||||||||
| PO BOX 384 | HASTINGS | PA | 16646 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAMUEL HINDMARSH | ||||||||
| 24626 BRIGHTON DR SUIT B | VALENCIA | CA | 91355 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CATHERINE MALIOROWSKI | ||||||||
| 14258 W VENTURA ST | SURPRISE | AZ | 85379 | ASST TREASURER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $699,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $736,587 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $736,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $725,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,277 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,277 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $537 | TotalTaxAmt |
| Distributable Before Adj | $35,740 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,740 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,740 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,980 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,980 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,980 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,740 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $2,854 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,854 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,980 | QualifyingDistributionsAmt |
| Applied To Current Year | $35,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $240 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,094 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,854 | ExcessFromYear2Amt |
| Excess From Current Year | $240 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EAGLE SWIMMING ASSOCIATION | ||||||
| 17714 SYCAMORE SHOALS LANE | HUMBLE | TX | 77346 | PC | SWIM CLUB OPERATIONAL EXPENSES | $2,000 |
| PHONEIX CHILDRENS HOSPITAL FOUNDATI | ||||||
| 2929 E CAMELBACK RD STE 122 | PHOENIX | AZ | 85016 | PC | OPERATION SUPPORT | $4,000 |
| HASTINGS PUBLIC LIBRARY | ||||||
| 312 BEAVER ST | HASTINGS | PA | 16646 | PC | FACILITY IMPROVEMENTS | $5,000 |
| FRIENDSHIP ANIMAL PROTECTION LEAGUE | ||||||
| 8303 MURRY RIDGE RD | ELYRIA | OH | 44035 | PC | OPERATIONS | $1,500 |
| HASTINGS UNITED METHODIST CHURCH | ||||||
| 4TH AVE 3RD SPANGLER ST | HASTINGS | PA | 16646 | PC | IMPROVEMENTS | $300 |
| EAST RIDGE HARMONY UNITED METHODIST | ||||||
| 4669 RIDGE RD | WESTOVER | PA | 16692 | PC | COMMUNITY NEED | $300 |
| SALVATION ARMY | ||||||
| 1001 PHILADELPHIA AVE | NORTHERN CAMBRIA | PA | 15714 | PC | COMMUNITY NEED | $200 |
| ST VINCENT SEMINARY | ||||||
| 300 FRASER PURCHASE RD | LATROBE | PA | 15650 | PC | EDUCATION | $300 |
| BROADMOON BAPTIST CHURCH | ||||||
| 1531 HIGHLAND COLONY PARKWAY | MADISON | MS | 39110 | PC | EDUCATION | $6,000 |
| REMEBERING ADAM INC | ||||||
| 110 VALLEY LN | CARROLLTOWN | PA | 15722 | PC | EDUCATION SUBSTANCE ABUSE | $200 |
| ST BERNARD CATHOLIC CHURCH | ||||||
| 147 7TH AVE STE 2 | HASTINGS | PA | 16646 | PC | OPERATIONS COMMUNITY NEED | $2,200 |
| CARMELITE NUNS | ||||||
| 2101 MANOR DR | LORETTO | PA | 15940 | PC | IMPROVEMENTS | $1,000 |
| ST HUGH OF GRENABLE CHURCH | ||||||
| 135 CRESENT RD | GREENBELT | MD | 20770 | PC | COMMUNITY NEED | $300 |
| VERMILION | ||||||
| TOWNSHIP FIREFIGHTERS | VERMILION | OH | 44089 | PC | ASSISTANCE W EQUIPMENT REQUIREMENTS | $2,000 |
| HUMBLE ISD FOUNDATION | ||||||
| PO BOX 2105 | HUMBLE | TX | 77347 | PC | EARLY COLLEGE HIGH SCHOOL | $2,000 |
| VETERANS OF FOREIGN WARS POST 1586 | ||||||
| 293 BEAVER ST | HASTINGS | PA | 16646 | PC | MAINTENANCE | $500 |
| RITTEN PUBLIC LIBRARY FOUNDATION | ||||||
| 5680 LIBERTY AVE | VERMILION | OH | 44089 | PC | EQUIPMENT UPGRADE | $2,000 |
| HISTORIC VERMILLON INC | ||||||
| 685 MAIN ST | VERMILION | OH | 44089 | PC | OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,694 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,814 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,510 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $715 | Amt |
| Net Investment Income | $715 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $715 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2010-01-01 | $5,811 | $5,811 | SL | 5 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 2011-01-01 | $818 | $818 | SL | 5 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 2014-01-01 | $2,415 | $2,415 | SL | 5 | $0 | $0 | $0 |
| 2020 TOYOTA COROLLA | 2019-04-19 | $26,575 | $0 | NDA | 5 | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $412,182 | EOYBookValueAmt |
| EOYFMV | $806,871 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $2,668 | $0 | $0 | $2,668 |
| OFFICE SUPPLIES | $159 | $0 | $0 | $159 |
| DIRECTOR EXPENSES | $1,200 | $0 | $0 | $1,200 |
| TRAVEL | $1,653 | $0 | $0 | $1,653 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $8,428 | Amt |
| Net Investment Income | $8,428 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,428 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $731 | $731 | $731 | $0 |
| FEDERAL TAXES | $336 | $0 | $0 | $0 |
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