JOHN AND HANNA HINDMARSH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HANNA HINDMARSH FOUNDATION (EIN 72-1383033)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-26
- IRS object ID
- 202001789349100015
- Schema version
- 2019v5.1
- 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 | 2020-06-26T11:52:34-04:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP W POSTON CPA | PreparerPersonNm |
| PTIN | P00701675 | PTIN |
| Phone | 7044875111 | PhoneNum |
| 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 | $728,840 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,665 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,665 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,157 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,846 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,514 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,668 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $695 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $345 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $8,083 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,083 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $4,019 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,543 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,543 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,811 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,242 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,321 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,907 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,811 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,321 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,907 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,811 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,193 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,761 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,949 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $439,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $410,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $698,291 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $35,619 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,044 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $26,575 | LandEOYAmt |
| Land EOYFMV | $26,600 | LandEOYFMVAmt |
| Total Assets BOY | $444,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $441,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $728,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $444,982 | RetainedEarningBOYAmt |
| Retained Earning EOY | $441,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $444,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $441,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $444,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $441,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $444,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,728 | ExcessRevenueOverExpensesAmt |
| Subtotal | $441,254 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $441,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 966 SH BANCO BILBAO | P | 2018-08-31 | 2019-06-21 | $5,333 | $6,084 | -$751 |
| 5 SH BANCO SANTANDAR | P | 2018-11-20 | 2019-06-21 | $22 | $23 | -$1 |
| 392 SH FREEPORT MCMORAN | P | 2018-07-06 | 2019-06-21 | $4,442 | $6,658 | -$2,216 |
| 478 SH ING GROEP N V | P | 2018-08-22 | 2019-06-21 | $5,322 | $6,669 | -$1,347 |
| 400 SH ISHARES GOBAL ENERGY | P | 2019-06-21 | 2019-08-13 | $11,822 | $13,045 | -$1,223 |
| 284 SH ISHARES MSCI SPAIN | P | 2019-06-21 | 2019-08-13 | $7,627 | $8,245 | -$618 |
| 1179 SH ISHARES TRUST MSCI EUROPE | P | 2019-06-21 | 2019-08-13 | $19,491 | $21,311 | -$1,820 |
| 79 SH SELECT SECTOR SPDR TR ENERGY | P | 2019-06-20 | 2019-08-13 | $4,665 | $5,026 | -$361 |
| 165 SH SPDR SER TR S&P MENTALS | P | 2019-06-21 | 2019-08-13 | $4,269 | $4,593 | -$324 |
| 235 SH TOTAL SA SPON ADS EAEP | P | 2018-09-27 | 2019-06-21 | $13,030 | $15,116 | -$2,086 |
| 30 SH VANGUARD SECTOR INDEX | P | 2018-07-18 | 2019-01-07 | $3,672 | $4,200 | -$528 |
| 2347 SH WABTEC CORP | P | 2019-02-26 | 2019-03-28 | $168 | $174 | -$6 |
| 18400 SH ALCON INC | P | 2012-08-17 | 2019-10-31 | $1,079 | $680 | $399 |
| 24 SH ALIABA GROUP HOLDING LTD | P | 2017-04-19 | 2019-04-24 | $4,446 | $2,688 | $1,758 |
| 13 SH APPLE INC | P | 2014-01-08 | 2019-10-31 | $3,214 | $1,010 | $2,204 |
| 636 SH BANCO SANTANDER SA ADR | P | 2017-04-19 | 2019-06-21 | $2,839 | $3,833 | -$994 |
| 116 SH BARCLAY BK PLC | P | 2018-03-27 | 2019-09-09 | $12,331 | $10,927 | $1,404 |
| 119 SH BNP PARIBAS SPONSORED ADR | P | 2017-04-19 | 2019-06-21 | $2,757 | $3,738 | -$981 |
| 36 SH CHEVRON CORP | P | 2016-02-08 | 2019-04-24 | $4,273 | $3,029 | $1,244 |
| 1136 SH CREDIT AGRICOLE S A ADR | P | 2017-05-05 | 2019-06-21 | $6,619 | $8,043 | -$1,424 |
| 65 SH EXXON MOBIL CORP | P | 2015-07-07 | 2019-06-20 | $4,958 | $5,459 | -$501 |
| 121 SH GLAXOSMITHKLINE ADR | P | 2011-04-28 | 2019-04-24 | $4,828 | $5,051 | -$223 |
| 12 SH HOME DEPOT INC | P | 2012-07-23 | 2019-10-31 | $2,816 | $610 | $2,206 |
| 484 SH INTESA SANPAOLO S P A | P | 2017-05-25 | 2019-06-21 | $6,160 | $8,237 | -$2,077 |
| 32 SH MIRCOSOFT CORP | P | 2013-06-04 | 2019-10-31 | $4,596 | $1,133 | $3,463 |
| 79 SH PEPSICO INC | P | 2017-05-04 | 2019-01-11 | $8,520 | $7,032 | $1,488 |
| 57 SH PROCTER & GAMBLE CO | P | 2013-02-25 | 2019-01-10 | $5,183 | $4,389 | $794 |
| 197 SH SCHNEIDER ELECTRIC SE | P | 2017-04-19 | 2019-10-31 | $3,664 | $2,784 | $880 |
| 95 SH SOFTBANK GROUP CORP | P | 2017-04-19 | 2019-04-24 | $4,916 | $3,413 | $1,503 |
| 53 SH TENCENT HLDGS LTD | P | 2017-04-20 | 2019-04-24 | $2,630 | $1,605 | $1,025 |
| 121 SH UBS AG FI ENHANCED EUROPE | P | 2016-07-13 | 2019-07-29 | $19,764 | $14,203 | $5,561 |
| 33 SH UBS AG LONDON BRH FI | P | 2014-06-10 | 2019-09-09 | $9,280 | $3,301 | $5,979 |
| 70 SH UNLEVER NV EURO | P | 2017-10-13 | 2019-01-10 | $3,711 | $4,307 | -$596 |
| 23 SH VISA INC | P | 2012-04-16 | 2019-04-24 | $3,710 | $695 | $3,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,846 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$11,281 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,477 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $674,144 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058559 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,009 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $647,237 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $570,650 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047314 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,799 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $648,985 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056702 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $681,927 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035194 | DistributionYr5Rt |
| Total Distribution | 0.253405 | TotalDistributionRt |
| Average Distribution | 0.050681 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $668,937 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,902 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $192 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,094 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,811 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $384 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $384 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $448 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $448 | TotalPaymentsAndCreditsAmt |
| Overpayment | $64 | OverpaymentAmt |
| Applied To ES Tax | $64 | 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 | 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 | $643,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $679,124 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $679,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $668,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $384 | TotalTaxAmt |
| Distributable Before Adj | $33,063 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,063 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,063 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,811 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,811 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $22,811 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,063 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $2,359 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,535 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,212 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,106 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,811 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,811 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $10,252 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,252 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,854 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,854 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,854 | ExcessFromYear1Amt |
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 |
| PHOENIX CHILDRENS HOSPITAL FOUNATIO | ||||||
| 2929 E CAMELBACK RD STE 122 | PHOENIX | AZ | 85016 | PC | OPERATIONS SUPPORT | $4,000 |
| HASTINGS PUBLIC LIBRARY | ||||||
| 312 BEAVER ST | HASTINGS | PA | 16646 | PC | FACILITY IMPROVMENTS | $1,000 |
| ERIE SHORES HUMANE SOCIETY | ||||||
| PO BOX 1041 | ELYRIA | OH | 44036 | PC | OPERATIONS | $500 |
| HASTINGS UNITED METHODIST CHURCH | ||||||
| 4TH AVE 3RD SPANGLER ST | HASTINGS | PA | 16646 | PC | IMPROVMENTS | $200 |
| EAST RIDGE HARMONY UNITED METHODIST | ||||||
| 4669 RIDGE ROAD | WESTOVER | PA | 16692 | PC | COMMUNITY NEED | $200 |
| SALVATION ARMY | ||||||
| 1001 PHLADEPHIA AVE | NORTHERN CAMBRIA | PA | 15714 | PC | COMMUNITY NEED | $150 |
| ST VINCENT SEMINARY | ||||||
| 300 FRAISER PURCHASE RD | LATROBE | PA | 15650 | PC | EDUCATION | $200 |
| UCLA FOUNDATION | ||||||
| PO BOX 7145 | PASADENA | CA | 91109 | PC | EDUCATION | $1,000 |
| BROADMOON BAPTIST CHURCH | ||||||
| 1531 HIGHLAND COLONY PARKWAY | MADISON | MS | 39110 | PC | EDUCATION | $5,000 |
| REMEMEBERING ADAM INC | ||||||
| 110 VALLEY LN | CARROLLTOWN | PA | 15722 | PC | EDUCATION SUBSTANCE ABSUE | $150 |
| ST BERNARD CATHOLIC CHURCH | ||||||
| 147 7TH AVE STE 2 | HASTINGS | PA | 16646 | PC | OPERATIONS COMMUNITY NEED | $1,000 |
| CARMELITE NUNS | ||||||
| 2101 MANOR DR | LORETTO | PA | 15940 | PC | IMPROVEMENTS | $400 |
| ST HUGH OF GRENABLE CHURCH | ||||||
| 135 CRESENT RD | GREENBELT | MD | 20770 | PC | COMMUNITY NEED | $200 |
| VERMILION TOWNSHIP FIREFIGHTERS | ||||||
| 1907 STATE RD | VERMILION | OH | 44089 | PC | ASSISTANCE W EQUIPMENT REQUIREMENTS | $2,000 |
| HUMBLE ISD FOUNDATION | ||||||
| PO BOX2105 | HUMBLE | TX | 77347 | PC | EARLY COLLEGE HIGH SCHOOL | $1,000 |
| VETERANS OF FOREIGN WARS POST 1586 | ||||||
| 293 BEAVER ST | HASTINGS | PA | 16646 | PC | MAINTENANCE | $500 |
| RITTEN PUBLIC LIBRRY FOUNDATION | ||||||
| 5680 LIBRAY AVE | VERMILLION | OH | 44089 | PC | EQUIPMENT UPGRADES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,665 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,846 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,514 | 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 | $695 | Amt |
| Net Investment Income | $695 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $345 | 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 | $410,730 | EOYBookValueAmt |
| EOYFMV | $698,291 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $611 | $0 | $0 | $611 |
| DIRECTOR EXPENSES | $1,200 | $0 | $0 | $1,200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $8,083 | Amt |
| Net Investment Income | $8,083 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,019 | 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 | $1,543 | $1,543 | $1,543 | $0 |
| FEDERAL TAXES | $110 | $0 | $0 | $0 |
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