The Tom S Detwiler Foundation Inc: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- The Tom S Detwiler Foundation Inc (EIN 20-1262431)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-19
- IRS object ID
- 202032329349100713
- 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
- 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 | 2020-08-19T15:35:19-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 201262431 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tom S Detwiler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TOMS | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY DETWEILER | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $501,214 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $135,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,812 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,140 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,143 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $547 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,143 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,140 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,143 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,997 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,570 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $394,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $385,086 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $477,644 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $402,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $408,656 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $501,214 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $402,656 | RetainedEarningBOYAmt |
| Retained Earning EOY | $408,656 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $402,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $408,656 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $408,656 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $402,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,000 | ExcessRevenueOverExpensesAmt |
| Subtotal | $408,656 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $408,656 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $135,369 | GrossSalesPriceAmt |
| Cost Or Other Basis | $112,557 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,812 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,812 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,812 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,199 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $471,737 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040699 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,094 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $463,067 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,199 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $425,570 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045114 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,155 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $459,543 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056915 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,587 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $473,593 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04347 | DistributionYr5Rt |
| Total Distribution | 0.242548 | TotalDistributionRt |
| Average Distribution | 0.04851 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $477,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,146 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $300 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,446 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $300 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $300 | SubtotalAmt |
| Tax Based On Investment Income | $300 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Ann D Breidenbach | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jeff Adams Detwiler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec | 1.0 | $0 | $0 | $0 |
| Mary J Detwiler | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $477,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,538 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $484,401 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $484,401 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $477,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $300 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $300 | TotalTaxAmt |
| Distributable Before Adj | $23,557 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,557 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,557 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $23,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $300 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,557 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,690 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $23,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,690 | AppliedToYear1Amt |
| Applied To Current Year | $1,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $21,797 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN VOICES COMMUNICATIONS INC | |||||||
| 325 LAFAYETTE AVE CF STE | BROOKLYN | NY | 11238 | N/A | PC | General & Unrestricted | $500 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 8430 W BRYN MAWR AVE STE 800 | CHICAGO | IL | 60631 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 20450 CIVIC CENTER DR | SOUTHFIELD | MI | 48076 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| 1100 PENNSYLVANIA AVE | KANSAS CITY | MO | 64105 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CENTER FOR LAW AND JUSTICE INC | |||||||
| PO BOX 90555 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN CIVIL LIBERTIES UNION FUND OF MICHIGAN | |||||||
| 2966 WOODWARD AVE | DETROIT | MI | 48201 | N/A | PC | General & Unrestricted | $100 |
| AMERICAN CIVIL LIBERTIES UNION OF MISSOURI FOUNDAT | |||||||
| 906 OLIVE ST STE 1130 | SAINT LOUIS | MO | 63101 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | N/A | PC | Programs in the Michigan area | $5,150 |
| BECKYS HOPE HORSE RESCUE INC | |||||||
| 4760 PRESTON RD 244-313 | FRISCO | TX | 75034 | N/A | PC | General & Unrestricted | $500 |
| Boys & Girls Haven | |||||||
| 2301 GOLDSMITH LN | Louisville | KY | 40218 | N/A | GOV | General & Unrestricted | $500 |
| CAPITAL AREA HUMANE SOCIETY | |||||||
| 7095 W GRAND RIVER AVE | LANSING | MI | 48906 | N/A | PC | General & Unrestricted | $100 |
| COLUMBIA CENTER FOR URBAN AGRICULTURE | |||||||
| PO BOX 1742 | COLUMBIA | MO | 65205 | N/A | PC | General & Unrestricted | $500 |
| CRISTO REY COMMUNITY CENTER | |||||||
| 1717 N HIGH ST | LANSING | MI | 48906 | N/A | PC | General & Unrestricted | $100 |
| EATON COMMUNITY HOSPICE INC | |||||||
| 2675 S COCHRAN RD | CHARLOTTE | MI | 48813 | N/A | PC | General & Unrestricted | $100 |
| ELES PLACE INC | |||||||
| 1145 W OAKLAND AVE | LANSING | MI | 48915 | N/A | PC | General & Unrestricted | $100 |
| FAIRNESS & ACCURACY IN REPORTING INC | |||||||
| 124 W 30TH ST STE 201 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $100 |
| FORT BELKNAP ARCHIVES INCORPORATED | |||||||
| PO BOX 444 | GRAHAM | TX | 76450 | N/A | PC | General & Unrestricted | $500 |
| FOWLER CENTER INC | |||||||
| 2315 HARMON LAKE RD | MAYVILLE | MI | 48744 | N/A | PC | General & Unrestricted | $500 |
| FRISCO FAMILY SERVICES CENTER | |||||||
| PO BOX 1387 | FRISCO | TX | 75034 | N/A | PC | General & Unrestricted | $250 |
| FRISCO POLICE OFFICERS ASSOCIATION CHARITIES | |||||||
| PO BOX 2263 | FRISCO | TX | 75034 | N/A | PC | General & Unrestricted | $250 |
| GREENHOUSE THEATRE PROJECT | |||||||
| 123 LINDELL DR | COLUMBIA | MO | 65203 | N/A | PC | General & Unrestricted | $300 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $100 |
| LANSING ASSOCIATION FOR HUMAN RIGHTS INC | |||||||
| 901 BRITTEN AVE | LANSING | MI | 48910 | N/A | PC | General & Unrestricted | $100 |
| MARYHURST INC | |||||||
| 1015 DORSEY LN | LOUISVILLE | KY | 40223 | N/A | PC | General & Unrestricted | $500 |
| MID-MISSOURI CENTER PROJECT INC | |||||||
| PO BOX 521 | COLUMBIA | MO | 65205 | N/A | PC | General & Unrestricted | $500 |
| MS FOUNDATION FOR WOMEN INC | |||||||
| 12 METROTECH CENTER 26TH FL | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $100 |
| NEW WAVE CORPORATION | |||||||
| 915 E BROADWAY | COLUMBIA | MO | 65201 | N/A | PC | General & Unrestricted | $500 |
| PEDNET COALITION INC | |||||||
| 104 E BROADWAY TL | COLUMBIA | MO | 65203 | N/A | PC | General & Unrestricted | $350 |
| PINE MANOR COLLEGE | |||||||
| 400 HEATH ST | CHESTNUT HILL | MA | 02467 | N/A | PC | Solstice Low-Residency MFA in Creative Writing PROGRAM | $1,000 |
| REPRODUCTIVE HEALTH SERVICES OF PLANNED PARENTHOOD | |||||||
| 4251 FOREST PARK AVE | SAINT LOUIS | MO | 63108 | N/A | PC | General & Unrestricted | $1,000 |
| SHELTER ANIMAL REIKI ASSOCIATION | |||||||
| 369 3RD ST STE B | SAN RAFAEL | CA | 94901 | N/A | PC | General & Unrestricted | $100 |
| SOUPMOBILE INC | |||||||
| 2423 S GOOD LATIMER EXPY | DALLAS | TX | 75215 | N/A | PC | General & Unrestricted | $500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $500 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,812 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,140 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK EVENT DRIVEN EQUITY | $2,596 | $2,527 |
| BLACKSTONE ALTERNATIVE MULTI S | $14,574 | $14,446 |
| CRM LONG SHORT OPPORTUNITIES F | $4,606 | $4,780 |
| EQUINOX IPM SYSTEMATIC MACRO F | $2,598 | $2,534 |
| ISHARES 20+ YR TREAS BD | $5,019 | $4,742 |
| ISHARES CORE MSCI EAFE ETF | $18,084 | $18,920 |
| ISHARES MSCI-JAPAN | $5,009 | $4,621 |
| ISHARES TRUST MSCI EAFE INDEX | $35,047 | $41,247 |
| ISHARESLEHMAN 7-10YR | $4,599 | $4,850 |
| JPMORGAN BETABUILDERS CANADA E | $13,328 | $14,514 |
| JPMORGAN BETABUILDERS JAPAN ET | $4,486 | $4,957 |
| JPMORGAN GLOBAL RESEARCH ENHAN | $29,218 | $33,780 |
| LORD ABBETT INVT TRUST | $9,417 | $9,576 |
| MFS INTERNATIONAL VALUE FUND C | $3,269 | $4,371 |
| SIX CIRCLES INTERNATIONAL UNCO | $23,742 | $24,726 |
| SIX CIRCLES ULTRA SHORT DURATI | $4,709 | $4,700 |
| SIX CIRCLES US UNCONSTRAINED E | $39,063 | $43,317 |
| SPDR S&P 500 ETF TRUST | $109,003 | $180,562 |
| VANGUARD TOT INTL BOND IX ADMI | $33,098 | $33,782 |
| VANGUARD TOTAL BOND MARKET IND | $12,170 | $12,613 |
| WELLS FARGO CORE BOND FUND R6 | $11,451 | $12,079 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $5,000 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,143 | Amt |
| Net Investment Income | $4,143 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2018 | CategoryTxt |
| Amt | $547 | Amt |
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