THE FORAKER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE FORAKER FOUNDATION (EIN 86-1015229)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202021979349100732
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-15T13:34:15-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12222 SOUTH UTICA PL SUITE 200AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861015229EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORAKER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFORABusinessNameControlTxt
Phone4803334139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16735 EAST SAN JUANAddressLine1Txt
CityPARADISE VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD FORAKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4803334139PhoneNum
Signature2020-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRET LITTLEPreparerPersonNm
PTINP00168988PTIN
Phone9187452333PhoneNum
Preparation2020-07-13PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$138,217FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,831DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,192DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,147NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,386GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$2,316TotalRevAndExpnssAmt
Total Net Invst Incm$2,192TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,075AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,075AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$993OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$964OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,068TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,039TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,940ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,940ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,008TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,039TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,940TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,324ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$78,909CashBOYAmt
Cash EOY$14,357CashEOYAmt
Cash EOYFMV$14,357CashEOYFMVAmt
Corporate Stock BOY$85,787CorporateStockBOYAmt
Corporate Stock EOY$130,015CorporateStockEOYAmt
Corporate Stock EOYFMV$123,860CorporateStockEOYFMVAmt
Total Assets BOY$164,696TotalAssetsBOYAmt
Total Assets EOY$144,372TotalAssetsEOYAmt
Total Assets EOYFMV$138,217TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$164,696RetainedEarningBOYAmt
Retained Earning EOY$144,372RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$164,696TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$144,372TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$164,696TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$144,372TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$164,696TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,324ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$144,372SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$144,372TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WESTERN ASSET FUNDS INCP2017-12-312019-01-08$6,738$8,542-$1,804-$1,804
WESTERN ASSET FUNDS INCP2017-12-312019-01-08$9,281$14,991-$5,710-$5,710
CAPITAL GAIN DISTRIBUTIONP$367$367$367
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,147CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,416AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$152,874NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.081217DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,201AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$165,498NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.085808DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,209AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$170,457NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.089225DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,270AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$192,105NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058666DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$228,691NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059469DistributionYr5Rt
Total Distribution0.374385TotalDistributionRt
Average Distribution0.074877AverageDistributionRt
Net Vl Noncharitable Assets$136,922NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,252AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,252AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,940QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FORAKER FOUNDATIONIndividualWithBooksNm
Phone4803334139PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16735 EAST SAN JUANAddressLine1Txt
CityPARADISE VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonEDWARD R FORAKERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16735 EAST SAN JUANAddressLine1Txt
CityPARADISE VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$88,656AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,351AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$139,007TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$139,007AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,085CashDeemedCharitableAmt
Net Vl Noncharitable Assets$136,922NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,846MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,846MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$6,846DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,846DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,846DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,940ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,940QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,940AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,846DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,430ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,901ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,832ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,062ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,830ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$22,055TotalExcessDistributionCyovAmt
Qualifying Distributions$14,940QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,846AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,094RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$30,149TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,430ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$27,719ExcessDistriCyovToNextYrAmt
Excess From Year4$1,901ExcessFromYear4Amt
Excess From Year3$6,832ExcessFromYear3Amt
Excess From Year2$6,062ExcessFromYear2Amt
Excess From Year1$4,830ExcessFromYear1Amt
Excess From Current Year$8,094ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD R FORAKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BULLDOG FOUNDATION
1620 E BULLDOG LANEFRESNOCA93710NONEPCDONATION$11,655
FRESNO POLICE K9 UNIT
2323 MARIPOSA ST 2075FRESNOCA93721NONEPCDONATION$500
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800WASHINGTONDC20024NONEPCDONATION$300
MARCH OF DIMES
7575 N DEL MARFRESNOCA93711NONEPCDONATION$100
NATIONAL GEOGRAPHIC
1145 17TH STREET NWWASHINGTONDC20036NONEPCDONATION$25
SALVATION ARMY
1725 FULTON STFRESNOCA93721NONEPCDONATION$100
ST ANTHONY'S OF PADUA
1018 N FRANKWOOD AVEREEDLEYCA93604NONEPCDONATION$160
UCLA FOUNDATION
10889 WILSHIRE BLVDLOS ANGELESCA90024NONEPCDONATION$2,000
VETERANS OF FOREIGN WARS
3585 N BLYTHE AVEFRESNOCA93722NONEPCDONATION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,940TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,831ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,147ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$2,316ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$2,316TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,075Amt
Net Investment Income$2,075NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR 2005 IN THE FOLLOWING AMOUNT: TAX YEAR AMOUNT 2005 $206 EDWARD FORAKER _________________________________ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$130,015EOYBookValueAmt
EOYFMV$123,860EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$964$964$0
TAXES$29$0$0

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