H RICHARD MCFARLAND CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- H RICHARD MCFARLAND CHARITABLE TR (EIN 35-6479692)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202043109349100349
- 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
- Amortization Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T14:46:46-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371389453 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWDER CPA'S LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 N GILBERT ST | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 618325632 | 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 | 356479692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H RICHARD MCFARLAND CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HRIC | BusinessNameControlTxt |
| Phone | 3174323871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 WILDWOOD DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID P SIMS | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 3174323871 | PhoneNum |
| Signature | 2020-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM R NOHMER EA | PreparerPersonNm |
| PTIN | P01806451 | PTIN |
| Phone | 2174432727 | PhoneNum |
| Preparation | 2020-10-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.93.242.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 14:46:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 574A4488DDDEDDBBC4B972C1B78DFF3F26745D4B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9A7DB6DDF61AA96019B3BAF8208356455240907C | 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 | $5,830,706 | 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 | $5,215,159 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,426 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,426 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,426 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,656 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,656 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,381 | GrossSalesPriceAmt |
| Total Rev And Expnss | $5,310,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,082 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,082 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,449 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $24 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $39 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $39 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,480 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $35,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,125,130 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,082 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $569,887 | CashBOYAmt |
| Cash EOY | $2,016,087 | CashEOYAmt |
| Cash EOYFMV | $2,016,087 | CashEOYFMVAmt |
| Other Investments EOY | $3,814,619 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,814,619 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $569,887 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,830,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,830,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $569,887 | CapitalStockBOYAmt |
| Retained Earning EOY | $5,830,706 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $569,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,830,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $569,887 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,830,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $569,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,125,130 | ExcessRevenueOverExpensesAmt |
| Other Increases | $135,689 | OtherIncreasesAmt |
| Subtotal | $5,830,706 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,830,706 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $179,412 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $649,964 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.276034 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $153,311 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $814,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.188280 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $789 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $889,241 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000887 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,510 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $931,770 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097138 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $971,340 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000689 | DistributionYr5Rt |
| Total Distribution | 0.563028 | TotalDistributionRt |
| Average Distribution | 0.112606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,460,280 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $277,042 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $141 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $277,183 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,539 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $282 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $282 | SubtotalAmt |
| Tax Based On Investment Income | $282 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $282 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 P SIMS | IndividualWithBooksNm |
| Phone | 3174323871 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 WILDWOOD DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID P SIMS | ||||||||
| 70 WILDWOOD DRIVE | CARMEL | IN | 46032 | CO-TRUSTEE | 000.00 | $0 | $0 | $0 |
| MARIAN SIMS | ||||||||
| 5730 PAMONA PLACE | DAYTON | OH | 45459 | CO-TRUSTEE | 000.00 | $0 | $0 | $0 |
| MICHAEL MCFARLAND | ||||||||
| PO BOX 2308 | CHAMPAIGN | IL | 61825 | CO-TRUSTEE | 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 | $1,151,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,345,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,497,746 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,497,746 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,466 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,460,280 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,014 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,014 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $282 | TotalTaxAmt |
| Distributable Before Adj | $122,732 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $122,732 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $122,732 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,539 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,539 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $150,539 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,732 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $150,539 | QualifyingDistributionsAmt |
| Applied To Current Year | $122,732 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,807 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,807 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $27,807 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $27,807 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID SIMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 WILDWOOD DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3174323871 | RecipientPhoneNum |
| Recipient Email Address | DAVESIMSYOGA@ATT.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION FOR STUDENT SCHOLARSHIP PRIMARILY FOR STUDENTS ATTENDING COLLEGE OR UNIVERSITY IN INDIANA AND ILLINOIS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE TRUST ANTICIPATES THAT SCHOLARSHIPS WILL BE PRIMARILY FOR STUDENTS ATTENDING COLLEGES OR UNIVERSITIES IN INDIANA AND/OR ILLINOIS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| OVERDOSE LIFELINE INC | |||||||
| 7331 LAKESIDE DR | INDIANAPOLIS | IN | 46278 | NONE | ADDICTION INTERVENTION/PREVENTION | $50,000 | |
| OFF THE MAT INTO THE WORLD | |||||||
| 3435 OCEAN PARK BLVD | SANTA MONICA | CA | 90405 | NONE | EDUCATIONAL | $50,000 | SUITE 107-C |
| INDY YOGA MOVEMENT | |||||||
| 13243 DUMBARTON LANE | CARMEL | IN | 460327321 | NONE | EDUCATIONAL | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,426 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,656 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $81,381 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $81,381 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,082 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,463 | 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 Person | H RICHARD MCFARLAND ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 3RD STREET | AddressLine1Txt |
| City | COVINGTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,215,159 | 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 | GLOBAL RETURN VALUE INVESTMENTS | NoncashPropertyDesc |
| Fair Market Value | $3,615,159 | FairMarketValueAmt |
| Received | 2019-09-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | GLOBAL RETURN VAL INV K-1 | AmortizedExpensesDesc |
| Current Year Amortization | $847 | CurrentYearAmortizationAmt |
| Total Amortization | $847 | TotalAmortizationAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|
| SHORT-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY | $32,017 | $32,017 |
| LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY | $49,364 | $49,364 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GLOBAL RETURN VAL INV, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,814,619 | BookValueAmt |
| EOYFMV | $3,814,619 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| GLOBAL RETURN VAL INV K-1 POR | $9,533 |
| TRUST FEE | $7,100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS/LOSSES | Desc |
| Amt | $135,689 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GLOBAL RETURN VAL INV K-1 MGT FE | CategoryTxt |
| Amt | $17,449 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 990-PF | CategoryTxt |
| Amt | $24 | Amt |
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