STOVER FOUNDATION 09-19-96: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STOVER FOUNDATION 09-19-96 (EIN 68-0392330)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-21
- IRS object ID
- 202031129349100003
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-21T08:45:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561761202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN STARNES & ASSOCIATES CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 13TH AVENUE DR SE | AddressLine1Txt |
| City | HICKORY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 286025196 | 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 | 680392330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STOVER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOV | BusinessNameControlTxt |
| Phone | 8283081913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 BAY FRONT DRIVE NO 604 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARKER WILLIAMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8283081913 | PhoneNum |
| Signature | 2020-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORRIE S EATON CPA | PreparerPersonNm |
| PTIN | P00787878 | PTIN |
| Phone | 8283272727 | PhoneNum |
| Preparation | 2020-04-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,085,687 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $815,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $815,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $918,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,724,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $918,667 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,734,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,734,496 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,506 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,506 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,097 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,097 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,698 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $24,698 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $34,598 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $34,598 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $522 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $219,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $219,371 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $961,054 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $961,054 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,180,425 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $219,371 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $961,054 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $554,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,515,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,909 | CashBOYAmt |
| Cash EOY | $30,044 | CashEOYAmt |
| Cash EOYFMV | $30,044 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,956,140 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,384,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,384,373 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $12,107 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $21,863,447 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,145,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,671,270 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $24,844,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,560,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,085,687 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,844,603 | CapitalStockBOYAmt |
| Capital Stock EOY | $25,560,048 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,844,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,560,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,844,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,560,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,844,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $554,071 | ExcessRevenueOverExpensesAmt |
| Other Increases | $161,374 | OtherIncreasesAmt |
| Subtotal | $25,560,048 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,560,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLT TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $3,724,293 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,805,626 | CostOrOtherBasisAmt |
| Gain Or Loss | $918,667 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $918,667 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $918,667 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,195,920 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,410,010 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105094 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $655,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,985,504 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022598 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,959,332 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,763,444 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.130004 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $590,142 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,819,227 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049931 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $694,087 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,837,767 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054066 | DistributionYr5Rt |
| Total Distribution | 0.361693 | TotalDistributionRt |
| Average Distribution | 0.072339 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,455,974 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,130,816 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,151 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,145,967 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $961,054 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,697 | OverpaymentAmt |
| Applied To ES Tax | $3,697 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PARKER WILLIAMSON | IndividualWithBooksNm |
| Phone | 8283081913 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 BAY FRONT DRIVE 604 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DR PARKER WILLIAMSON | ||||||||
| 7101 BAY FRONT FRIVE 604 | ANNAPOLIS | MD | 21403 | PRESIDENT/CEO | 20.00 | $60,000 | $0 | $0 |
| DAVID CARLSON | ||||||||
| 46 UPLAND ROAD | COLORADO SPRINGS | CO | 80906 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY NICKERSON | ||||||||
| 78 CARRIAGE LANE | BRIDGEPORT | WV | 26330 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR GERRIT DAWSON | ||||||||
| 763 NORTH BLVD | BATON ROUGE | LA | 70802 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR CARA LUDWIG | ||||||||
| 4304 WILLOWDALE COURT | APEX | NC | 27539 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR DANIEL JESSUP | ||||||||
| 8776 E SHEA BLVD SUITE 106-624 | SCOTTSDALE | AZ | 85260 | DIRECTOR | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,900,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,004,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,904,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,904,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $448,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,455,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,472,799 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,472,799 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,303 | TotalTaxAmt |
| Distributable Before Adj | $1,442,496 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,442,496 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,442,496 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $961,054 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $961,054 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $961,054 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,442,496 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,178,446 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,739,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,918,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $961,054 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $961,054 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $481,442 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $481,442 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,436,583 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,436,583 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $697,004 | ExcessFromYear3Amt |
| Excess From Year1 | $1,739,579 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $100,924 | |
| SAVE OUR YOUTH | ||||||||
| 3443 W 23RD AVENEUE | DENVER | CO | 80211 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| SERVE MANAGEMENT GROUP INC DBA MISSION SERVE | ||||||||
| 370 WINKLER DRIVE | ALPHARETTA | GA | 30004 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| THE CS LEWIS INSTITUTE | ||||||||
| 178 PRINCE GEORGE STREET | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| THE TRINITY FORUM | ||||||||
| 1000 VERMONT AVENUE NW | WASHINGTON | DC | 20005 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $30,130 | |
| TRINITY CHRISTIAN HIGH SCHOOL CA | ||||||||
| 680 BELDEN STREET | MONTEREY | CA | 93940 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| TRINITY CHRISTIAN SCHOOL | ||||||||
| 200 TRINITY WAY | MORGANTOWN | WV | 26505 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| VERITAS FORUM | ||||||||
| ONE BROADWAY - 14TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $20,000 | |
| VOICE OF THE TRUTH | ||||||||
| PO BOX 15013 | COLORADO SPRINGS | CO | 80935 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| WAYNESBURG UNIVERSITY | ||||||||
| 51 WEST COLLEGE STREET | WAYNESBURG | PA | 15370 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $200,000 | |
| YOUNG LIFE - LA | ||||||||
| PO BOX 64737 | BATON ROUGE | LA | 70896 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| YOUNG LIFE - NC | ||||||||
| 199 ELKWOOD AVENUE A | ASHVILLE | NC | 28804 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| YOUNG LIFE - PA | ||||||||
| 1330 ARROWOOD DRIVE | PITTSBURGH | PA | 15243 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $30,000 | |
| YOUNG LIFE - WV | ||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | CHURCH | CAMP FOR UNDERPRIVILEGED CHILDREN, EVANGELICAL OUTREACH | $10,000 | |
| YOUNG LIFE -CAPERNAUM OF GREATER SEATTLE | ||||||||
| PO BOX 55998 | SEATTLE | WA | 98155 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $20,000 | |
| YOUNG LIFE - CO | ||||||||
| 420 N CASCADE AVE | COLORADO SPRINGS | CO | 80903 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $30,000 | |
| THE CHRISTIAN OUTREACH CENTER | ||||||||
| 1427 N MAIN ST | BATON ROUGE | LA | 70802 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| THE DUNHAM SCHOOL | ||||||||
| 11111 ROY EMERSON DRIVE | BATON ROUGE | LA | 70810 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| THE NORTH CAROLINA STUDY CENTER | ||||||||
| 203 BATTLE LANE | CHAPEL HILL | NC | 27514 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $150,000 | |
| THE TIMOTHY INITIATIVE INC | ||||||||
| 2101 VISTA PARKWAY SUITE 201 | WEST PALM BEACH | FL | 33411 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $15,000 | |
| TEAYS VALLEY CHRISTIAN SCHOOL | ||||||||
| 6562 TEAYS VALLEY ROAD | SCOTT DEPOT | WV | 25560 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| VERITAS CHRISTIAN ACADEMY | ||||||||
| 17 CANE CREEK ROAD | FLETCHER | NC | 28732 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| PRISON FELLOWSHIP | ||||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| PEPPERDINE UNIVERSITY - SEAVER COLLEGE | ||||||||
| 2011 PENNSYLVANIA AVENUE NW 4TH | WASHINGTON | DC | 20006 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | FLOOR |
| CHATTANOOGA CHRISTIAN SCHOOL | ||||||||
| 3354 CHARGER DRIVE | CHATTANOOGA | TN | 37409 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| AMBASSADOR CHRISTIAN ACADEMY | ||||||||
| 700 MAIN STREET | TOMS RIVER | NJ | 08753 | NONE | SCHOOL | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| CHRISTIAN UNION - STANFORD | ||||||||
| 19 VANDEVENTER AVENUE | PRINCETION | NJ | 08542 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $25,000 | |
| CATHEDRAL ACADEMY | ||||||||
| 3790 ASHLEY PHOSPHATE ROAD | NORTH CHARLESTON | SC | 29418 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $5,000 | |
| EMMANUAL CHRISTIAN SCHOOL | ||||||||
| 1318 N 16TH STREET | CLARKSBURG | WV | 26301 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| EMMAUS INN MINISTRIES | ||||||||
| PO BOX 98 | NEW ALMADEN | CA | 95042 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| CHESTNUT MOUNTAIN RANCH | ||||||||
| 244 PONDEROSA PONDS ROAD | MORGANTOWN | WV | 26508 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| FAYETTE CHRISTIAN SCHOOL | ||||||||
| 1315 DAYTON AVENUE | WASHINGTON COURT HOUSE | OH | 43160 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| CONNECT MINISTRIES | ||||||||
| 726 SPRAGUE STREET | EDMONDS | WA | 98020 | NONE | CHURCH | TO FURTHER CHRISTIAN EDUCATION | $5,000 | |
| FOUNDATION FOR REFORMED THEOLOGY | ||||||||
| 4103 MONUMENT AVE | RICHMOND | VA | 23230 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| GARDERE COMMUNITY CHRISTIAN SCHOOL | ||||||||
| 8538 GSRI AVENUE | BATON ROUGE | LA | 70810 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| HERITAGE CHRISTIAN SCHOOL | ||||||||
| 225 NEWTON AVENUE | BRIDGEPORT | WV | 26330 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $20,000 | |
| LENOIR PRESBYTERIAN CHURCH | ||||||||
| 1002 KIRKWOOD AVE | LENOIR | NC | 28645 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| LIFE SPRING COMMUNITY HEALTH | ||||||||
| 2507 MCCALLIE AVE | CHATTANOOGA | TN | 37404 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $10,000 | |
| GRACE BREVARD CHURCH | ||||||||
| 235 COMMERCE STREET | BREVARD | NC | 28712 | NONE | PUBLIC CHARITY | TO FURTHER CHRISTIAN EVANGELICAL OUTREACH | $10,000 | |
| MOUNTAIN STATE CHRISTIAN SCHOOL | ||||||||
| PO BOX 510 | CULLODEN | WV | 25510 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| NEW CITY CHRISTIAN SCHOOL | ||||||||
| PO BOX 6412 | ASHVILLE | NC | 28816 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| NORTH CREEK ACADEMY AND PRESCHOOL | ||||||||
| 2303A YGNACIO VALLEY ROAD | WALNUT CREEK | CA | 94598 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| LIGHTHOUSE OF HOPE MINISTRIES | ||||||||
| 644 EASY STREET | BRIDGEPORT | WV | 26330 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $5,000 | |
| VERTICAL IMPACT INC | ||||||||
| PO BOX 87 | FAQUAYVARINA | NC | 27526 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $961,054 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $815,825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $918,667 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,734,496 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,734,496 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION & CONSULTING | CategoryTxt |
| Amt | $3,950 | Amt |
| Net Investment Income | $3,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CS 4820-6427 | $9,105,027 | $12,259,677 |
| CS 8550-6981 | $12,040,604 | $15,411,593 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $522 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $522 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ADJUSTMENT FOR CURRENT YEAR | Desc |
| Amt | $161,374 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCAL ADVISOR FEES | CategoryTxt |
| Amt | $80,506 | Amt |
| Net Investment Income | $80,506 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX EXPENSE | CategoryTxt |
| Amt | $15,097 | Amt |
| Net Investment Income | $15,097 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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