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NANCY AND JOHN HOFFMANN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NANCY AND JOHN HOFFMANN FOUNDATION (EIN 13-3947796)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-20
IRS object ID
201900799349100305
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-03-20T14:31:25-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line123 CHRISTOPHER WAYAddressLine1Txt
CityEATONTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07724ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133947796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NANCY AND JOHN HOFFMANN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNANCBusinessNameControlTxt
Phone2129969550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11192 PARK AVENUE NO APT 8EAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN HOFFMANNPersonNm
Person TitleSETTLORPersonTitleTxt
Phone2129969550PhoneNum
Signature2019-03-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNEIL BECOURTNEYPreparerPersonNm
PTINP00011649PTIN
Phone7325780700PhoneNum
Preparation2019-03-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.59.242.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-08IPDt
IP Tm09:19:44IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id273CA1FFE404D8284B4685EE946B2CDEC2353731AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$896,581FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,755DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,755DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,755TotalRevAndExpnssAmt
Total Net Invst Incm$9,755TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$850AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$332TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$125OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,157TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$850TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$975TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,157TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$850TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,402ExcessRevenueOverExpensesAmt
Net Investment Income$8,905NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,923CashBOYAmt
Corporate Stock BOY$276,157CorporateStockBOYAmt
Corporate Stock EOY$276,157CorporateStockEOYAmt
Corporate Stock EOYFMV$896,581CorporateStockEOYFMVAmt
Total Assets BOY$299,080TotalAssetsBOYAmt
Total Assets EOY$276,157TotalAssetsEOYAmt
Total Assets EOYFMV$896,581TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$17,479OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,479TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$299,080RetainedEarningBOYAmt
Retained Earning EOY$258,678RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$299,080TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$258,678TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$299,080TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$276,157TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$299,080TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,402ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$267,678SubtotalAmt
Other Decreases$9,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$258,678TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,593AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$884,092NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058357DistributionYr1Rt
Adjusted Qlfy Distri Yr2$55,517AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$822,945NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.067461DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,423AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$880,870NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032267DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,350AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$816,367NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050651DistributionYr4Rt
Adjusted Qlfy Distri Yr5$34,350AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$645,799NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053190DistributionYr5Rt
Total Distribution0.261926TotalDistributionRt
Average Distribution0.052385AverageDistributionRt
Net Vl Noncharitable Assets$957,542NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$50,161AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$89NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$50,250AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$39,975QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$178InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$178SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$178TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$178TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMR MRS JOHN HOFFMANNIndividualWithBooksNm
Phone2129969550PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11192 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CATHERINE HOFFMANN
34 PARK EAST 68TH STREET APT 1BNEW YORKNY10021TRUSTEE0.50$0$0$0
JOHN HOFFMANN
1192 PARK AVENUENEW YORKNY10128SETTLOR0.50$0$0$0
NANCY HOFFMANN
1192 PARK AVENUENEW YORKNY10128SETTLOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$962,849AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,275AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$972,124TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$972,124AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,582CashDeemedCharitableAmt
Net Vl Noncharitable Assets$957,542NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,877MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,877MinimumInvestmentReturnAmt
Tax Based On Investment Income$178TaxBasedOnInvestmentIncomeAmt
Total Tax$178TotalTaxAmt
Distributable Before Adj$47,699DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,699DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,699DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,975ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$39,975QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,975AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,699DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$7,023ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,052ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,075TotalExcessDistributionCyovAmt
Qualifying Distributions$39,975QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,975AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,724ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,724ExcessDistributionCyovAppCYAmt
Total Corpus$7,351TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,351ExcessDistriCyovToNextYrAmt
Excess From Year1$7,351ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN HOFFMANNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
564 PARK PRESERVATION
564 PARK AVENUENEW YORKNY10065PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
CAMP SEA GULL & SEAFARER
218 SEA GULL LNDGARAPAHOENC28510PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
GARDEN CLUB OF EASTHAMPTON
PO POX 879EASTHAMPTONNY11937PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,500
COLGATE UNIVERSITY
13 OAK DRHAMILTONNY133461338PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$2,500
HURRICANE RELIEF FUND
12109 COUNTY ROAD 103OXFORDFL344842951PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
JUDITY BALNTON FACULITY FUND
35 EAST 69TH STREETNEW YORKNY10021PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$2,000
PORT ROYAL SOUND FOUNDATION
310 OKATIE HIGHWAYOKATIESC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
SPRING ISLAND TRUST
40 MOBLEY OAKS LANEOKATIESC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$3,000
ST ANNE'S CHURCH
15-05 ST ANNE STFAIR LAWNNJ07410PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$10,000
ST BERNARD'S SCHOOL
4 EAST 98TH STREETNEW YORKNY10029PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$4,000
ST MARK'S SCHOOL
55 WEST 138TH STNEW YORKNY10037PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$4,000
THE SPENCE SCHOOL
22 EAST 91ST STREETNEW YORKNY10128PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$4,000
THE THRIST PROJECT
5478 WILSHIRE BLVDLOS ANGELESCA900364229PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
USCB CHAMBER MUSIC
ONE UNIVERSITY BOULEVARDBLUFFTONSC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
WOUNDED WARRIOR PROJECT
2200 SPACE PARK DRIVE SUITE 100HOUSTONTX77008PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,755ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,755ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,755TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,700Amt
Net Investment Income$850NetInvestmentIncomeAmt
Disbursements Charitable Prps$850DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990PF, PART VII-B LINE 1A(4)FormAndLineReferenceDesc
Medium ExplanationTHE ORGANIZATION REIMBURSES A BOARD MEMBER FOR THE PAYMENT OF CERTAIN EXPENSES. THIS MEETS THE DEFINITION OF SELF DEALING AND AS SUCH, PART VII-B QUESTION 1A(4) HAS BEEN ANSWERED YES. HOWEVER, THE REIMBURSEMENTS PAID ARE REASONABLE AND NOT EXCESSIVE. THE REIMBURSEMENT DOES NOT FAIL TO QUALIFY AS AN EXCEPTION AND HEREFORE PART VII-B QUESTION 1B HAS BEEN ANSWERED NO.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS AND MONEY MARKET FUNDSStockNm
EOY Book Value$276,157EOYBookValueAmt
EOYFMV$896,581EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$9,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT. OF LAW FILING FEE$100$0$100
OTHER FEES$25$0$25

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCASH OVERDRAFTDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$17,479EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$332Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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