MCCREA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MCCREA FOUNDATION INC (EIN 59-6152245)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349101485
- Schema version
- 2019v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:37:59-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580662558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK ASKEW & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RIVERVIEW DR | AddressLine1Txt |
| City | SAVANNAH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31404 | 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 | 596152245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCREA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCR | BusinessNameControlTxt |
| Phone | 7864230519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 10 BOWLINE CT | AddressLine1Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID B MCCREA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3057743368 | PhoneNum |
| Signature | 2020-11-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NOT ASSIGNED | PreparerPersonNm |
| SSN | XXX-XX-XXXX | SSN |
| Phone | 9122348243 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.63.132.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:37:59 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 76D8DEB47FF9455BEBE53BD5ACD85612561CAF29 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9A10F7119DC50D498EE1167DBEC2D124AFD4E9B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,410,492 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $283,923 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,788 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,492 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,438 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $334,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,370 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,306 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,713 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $270,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,151 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,055 | CashBOYAmt |
| Cash EOY | $35,859 | CashEOYAmt |
| Cash EOYFMV | $35,859 | CashEOYFMVAmt |
| US Government Obligations BOY | $924,877 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,210,892 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,374,633 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $974,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,246,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,410,492 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $974,932 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,246,189 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $974,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,246,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $974,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,246,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $974,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $270,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $729 | OtherIncreasesAmt |
| Subtotal | $1,246,189 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,246,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,788 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $990,279 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033829 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,381 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,039,136 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057145 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,481 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,029,052 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068491 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,829 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,008,852 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065251 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $694,195 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088520 | DistributionYr5Rt |
| Total Distribution | 0.313236 | TotalDistributionRt |
| Average Distribution | 0.062647 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,164,535 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,955 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $372 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,327 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $743 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $743 | SubtotalAmt |
| Tax Based On Investment Income | $743 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $62 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID B MCCREA | IndividualWithBooksNm |
| Phone | 7864230519 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 200 S BISCAYNE BLVD S/4100 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID B MCCREA | ||||||||
| C/O 200 S BISCAYNE BLVD S/4100 | MIAMI | FL | 33131 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JANET MCCREA | ||||||||
| C/O 200 S BISCAYNE BLVD S/4100 | MIAMI | FL | 33131 | SECRETARY | 000.00 | $0 | $0 | $0 |
| ASHLEY MCCREA | ||||||||
| C/O S BISCAYNE BLVD S/4100 | MIAMI | FL | 33131 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JESSICA MCCREA | ||||||||
| C/O S BISCAYNE BLVD S/4100 | MIAMI | FL | 33131 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,139,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,182,269 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,182,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,164,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,227 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,227 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $743 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $743 | TotalTaxAmt |
| Distributable Before Adj | $57,484 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,484 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,484 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $50,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,484 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,228 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,786 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,183 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,615 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $69,812 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,600 | QualifyingDistributionsAmt |
| Applied To Current Year | $50,600 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $6,884 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,884 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $62,928 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,344 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,584 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,786 | ExcessFromYear4Amt |
| Excess From Year3 | $19,183 | ExcessFromYear3Amt |
| Excess From Year2 | $7,615 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MIAMI LIGHTHOUSE | |||||
| 601 SW 8 AVENUE | MIAMI | FL | 33130 | CHARITY | $5,000 |
| CONF OF CONSUMER FINANCE | |||||
| 2501 N BLACKWELDER | OKLAHOMA CITY | OK | 73106 | EDUCATION | $500 |
| WATAUGA HUMANE SOCIETY | |||||
| 312 PAWS WAY | BOONE | NC | 28607 | COMMUNITY | $1,000 |
| PLANNED PARENTHOOD | |||||
| 3119 CORAL WAY | MIAMI | FL | 33145 | CHARITY | $1,000 |
| PEACE HEALTH ST JOSEPH MEDICAL FD | |||||
| 3001 SQUALICUM PARKWAY | BELLINGHAM | WA | 98225 | COMMUNITY | $25,000 |
| PLYMOUTH CONG CHURCH | |||||
| 3400 DEVON ROAD | COCONUT GROVE | FL | 33133 | CHRISTIAN | $1,000 |
| COLUMBIA THEOLOGICAL SEMINARY | |||||
| 701 S COLUMBIA DR | DECATUR | GA | 30030 | EDUCATION | $15,000 |
| EMORY UNIVERSITY | |||||
| 201 DOWNAN DR | ATLANTA | GA | 30322 | EDUCATION | $100 |
| BLU ROBERTS VOLUNTEER FIREFIGHTERS | |||||
| 107 E MAPLE STREET | ROBERTS | WI | 54023 | COMMUNITY | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,144 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,788 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| NT - SEC 1411 NET INVEST IN | $50 |
| UNRECAPTURED SEC 1250 GAIN | $4 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,370 | ExclusionAmt |
| Related Or Exempt Function Incm | $54 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,424 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W SLOAN MCCREA CHAR REM UNITRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O DAVID MCCREA | AddressLine1Txt |
| Address Line2 | 10 BOWLINE CT | AddressLine2Txt |
| City | BELLINGHAM | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $283,923 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES TRANSFERED FROM THE W SLOAN MCCREA CHARITABLE REMAINDER TRUST | NoncashPropertyDesc |
| Fair Market Value | $321,935 | FairMarketValueAmt |
| Received | 2019-05-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| AGENCY FEE | $8,755 | $8,755 |
| INVEST - MANAGEMENT FEES | $1,155 | $1,155 |
| BANK CHARGES | $241 | $241 |
| OTHER EXPENSES - SEC 199A | $562 | $562 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOUNDATION ENERGY MGMT LLC | $2,438 | $2,438 |
| NT - SEC 1411 NET INVEST INC | $50 | |
| UNRECAPTURED SEC 1250 GAIN | $4 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BALANCE SHEET ADJUSTMENT | Desc |
| Amt | $729 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL REPORT | $61 | $61 |
| FOREIGN TAX PAID - NT | $1,089 | $1,089 |
| OK TAXES | $156 | $156 |