LPR CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LPR CHARITABLE TR (EIN 47-7040229)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-28
- IRS object ID
- 202022729349100657
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-28T10:53:57-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830331229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGEE HEARNE & PAIZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1088 | AddressLine1Txt |
| City | CHEYENNE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82003 | 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 | 477040229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LPR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LPRC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1905 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORIAN PERALTA-RAMOS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREG G VAUGHN | PreparerPersonNm |
| PTIN | P01449642 | PTIN |
| Phone | 3076342151 | PhoneNum |
| Preparation | 2020-09-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.144.123.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-28 | IPDt |
| IP Tm | 10:53:51 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5AE9CD5D70E50B006E1765EAFB9F1DC40839A364 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,899,827 | 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 |
| Dividends Rev And Expnss | $94,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $373,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,936,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $373,827 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $718 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $718 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $468,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $465,391 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,360 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,360 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,342 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,468 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $176,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $292,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $447,221 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,843 | CashBOYAmt |
| Cash EOY | $66,518 | CashEOYAmt |
| Cash EOYFMV | $66,518 | CashEOYFMVAmt |
| Other Investments BOY | $2,405,515 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,706,982 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,833,309 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,481,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,773,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,899,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,481,358 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,773,500 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,481,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,773,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,481,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,773,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,481,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $292,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,773,500 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,773,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,935,914 | $2,562,253 | $373,661 | $373,661 |
| CAPITAL GAINS DIVIDENDS | P | $166 | $166 | $166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $373,827 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,718,655 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056443 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,447 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,852,517 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057650 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $112,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,578,553 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043629 | DistributionYr3Rt |
| Total Distribution | 0.157722 | TotalDistributionRt |
| Average Distribution | 0.052574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,803,549 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $147,394 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,472 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $151,866 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $158,450 | 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 | $4,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $3,973 | TaxDueAmt |
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 | WY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LPR CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3077333327 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WILLOW STREET GROUP PO BOX 1905 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83001 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA HOEFT | ||||||||
| PO BOX 2589 | JACKSON | WY | 83001 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LORIAN PERALTA-RAMOS | ||||||||
| PO BOX 2589 | JACKSON | WY | 83001 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GUARDIAN FIDUCIARY MANAGEMENT | ||||||||
| PO BOX 2589 | JACKSON | WY | 83001 | TRUSTEE | 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 | $2,772,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,846,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,846,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,803,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,177 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,177 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,472 | TotalTaxAmt |
| Distributable Before Adj | $135,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,472 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $153,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $136,543 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $23,527 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,571 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $178,641 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,745 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $201,386 | 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 | $136,543 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $64,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $23,527 | ExcessFromYear2Amt |
| Excess From Year1 | $18,571 | ExcessFromYear1Amt |
| Excess From Current Year | $22,745 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIKEN TECHNICAL COLLEGE FOUNDATION | |||||||
| 2276 JEFFERSON DAVIS HWY | GRANITEVILLE | SC | 29829 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $11,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 8221 W 20TH STREET | GREELEY | CO | 80634 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $15,000 |
| COLORADO COLLEGE | |||||||
| 14 EAST CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $5,000 |
| EQUINE RESCUE OF AIKEN | |||||||
| 532 GLENWOOD DR | AIKEN | SC | 29803 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| FRIENDS OF THE ANIMAL SHELTER - AIKEN | |||||||
| PO BOX 2207 | AIKEN | SC | 29802 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $5,000 |
| GARRISON FOREST SCHOOL | |||||||
| 300 GARRISON FOREST RD | OWINGS | MD | 21117 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $5,000 |
| GENTLE GIANTS DRAFT HORSE RESCUE | |||||||
| 17250 OLD FREDRICK ROAD | MOUNT AIRY | MD | 21771 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $1,000 |
| GREAT OAK ATRC | |||||||
| 1123 EDGEFIELD HIGHWAY | AIKEN | SC | 29801 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| HITCHCOCK WOODS FOUNDATION | |||||||
| 444 S BOUNDARY AVE SW | AIKEN | SC | 29801 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $6,150 |
| JDRF | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $15,000 |
| MILLICENT ROGERS MUSEUM | |||||||
| 1504 MILLICENT ROGERS RD | EL PRADO | NM | 87529 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $5,000 |
| NATIONAL SPORTING LIBRARY | |||||||
| 102 THE PLAINS RD | MIDDLEBURG | VA | 20118 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $45,000 |
| PORTSMOUTH ABBEY SCHOOL | |||||||
| 285 CORYS LANE | PORTSMOUTH | RI | 02871 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $300 |
| SPCA ALBRECHT CENTER FOR ANIMAL WELFARE | |||||||
| 199 WILLOW RUN RD | AIKEN | SC | 29801 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| STRAY HEARTS-TAOS | |||||||
| 1200 ST FRANCIS LN | TAOS | NM | 87571 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $5,000 |
| TREVOR ZOO AT MILLBROOK SCHOOL | |||||||
| 282 MILLBROOK SCHOOL RD | MILLBROOK | NY | 12545 | NONE | 501 (C) (3) | GENERAL & UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $373,827 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $718 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $468,171 | ExclusionAmt |
| Related Or Exempt Function Incm | $718 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $468,889 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | OTHER INCOME RECEIVED | RelationshipStatementTxt |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,706,982 | BookValueAmt |
| EOYFMV | $2,833,309 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $60 | $60 | $0 |
| ADVISOR FEES | $9,408 | $9,408 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILLOWSTREET GROUP | CategoryTxt |
| Amt | $6,360 | Amt |
| Net Investment Income | $6,360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,342 | $2,342 | $0 |
| FEDERAL TAXES | $127 | $0 | $0 |
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