LACEWING FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LACEWING FOUNDATION (EIN 20-1891949)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202503159349100900
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T07:52:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813294049 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWDERMILL FINANCIAL SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5803 KENNETT PIKE STE A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198071195 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201891949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LACEWING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LACE | BusinessNameControlTxt |
| Phone | 3026587796 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5803 KENNETT PIKE A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY WILLIAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3026587796 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN WILCOX | PreparerPersonNm |
| PTIN | P01910863 | PTIN |
| Phone | 3026587796 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $227,038 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,096 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,722 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,818 | 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 | $1,668 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,668 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $192,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$127,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,150 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,305 | CashBOYAmt |
| Cash EOY | $31,273 | CashEOYAmt |
| Cash EOYFMV | $31,273 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,242 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $192,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $107,041 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $124,669 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $119,316 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $67,692 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $67,854 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $336,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $209,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $227,038 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $367,431 | CapitalStockBOYAmt |
| Capital Stock EOY | $367,431 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$30,470 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$158,183 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $336,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $209,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $336,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $209,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $336,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$127,713 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $209,248 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $209,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 104 SHARES SBUX | 2021-01-01 | 2024-01-02 | $9,966 | $5 | $9,961 | $9,961 | |
| 42 SHARES AAPL | 2021-01-01 | 2024-01-02 | $8,090 | $417 | $7,673 | $7,673 | |
| 10 SHARES AAPL | 2021-01-01 | 2024-11-19 | $2,294 | $98 | $2,196 | $2,196 | |
| PUBLICLY TRADED SECURITIES | 2024-01-01 | 2024-12-31 | $20,462 | $20,174 | $288 | $288 | |
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2024-12-31 | $144,363 | $124,440 | $19,923 | $19,923 | |
| CAPITAL GAINS DIVIDENDS | $4,681 | $4,681 | $4,681 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,722 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $739 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $739 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $739 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,471 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,471 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,732 | OverpaymentAmt |
| Applied To ES Tax | $1,732 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | 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 | HTTPS://WWW.LACEWINGFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWDERMILL FINANCIAL SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026587796 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5803 KENNETT | AddressLine1Txt |
| City | PIKE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARY J WILLIAMS | ||||||||
| 5803 KENNETT PIKE SUITE A | WILMINGTON | DE | 19807 | DIR, PRES | 1.00 | $0 | $0 | $0 |
| DEIDRA WAGER | ||||||||
| 361 HIGHLAND DRIVE | SEATTLE | WA | 98109 | DIR, TREAS | 1.00 | $0 | $0 | $0 |
| WANDA HERNDON | ||||||||
| 5803 KENNETT PIKE SUITE A | WILMINGTON | DE | 19807 | DIR, SEC | 1.00 | $0 | $0 | $0 |
| ANGELA MCMANUS | ||||||||
| 45 GREARY AVE | FAIRFAX | CA | 94930 | DIR | 1.00 | $0 | $0 | $0 |
| LYNN BEHAR | ||||||||
| 38-269 VIA FORTUNA | PALM SPRINGS | CA | 92264 | DIR | 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 | $309,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,989 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $323,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $323,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,858 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $319,037 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $739 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $739 | TotalTaxAmt |
| Distributable Before Adj | $15,213 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,213 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,213 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $191,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,213 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,116 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $106,898 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $113,892 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,992 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,610 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $500,508 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $175,787 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $676,295 | 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 | $81,116 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $595,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $106,898 | ExcessFromYear4Amt |
| Excess From Year3 | $113,892 | ExcessFromYear3Amt |
| Excess From Year2 | $101,992 | ExcessFromYear2Amt |
| Excess From Year1 | $96,610 | ExcessFromYear1Amt |
| Excess From Current Year | $175,787 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY J WILLIAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||
| PO BOX 37839 | BOONE | IA | 500370839 | HURRICANE HELENE AND MILTON RELIEF FUND | $20,000 |
| AMIGOS HOSPITALITO ATITLAN | |||||
| PO BOX 19100 | MINNEAPOLIS | MN | 55419 | MAYA SCHOOL FOR AUXILIARY NURSES | $10,000 |
| ASSISTANCE LEAGUE LAGUNA BEACH | |||||
| 547 CATALINA ST | LAGUNA BEACH | CA | 92651 | ASSISTANCE | $20,000 |
| DEVELOPING RADIO PARTNERS | |||||
| 712 H STREET NE BOX 96915 | WASHINGTON | DC | 20002 | ASSISTANCE | $15,000 |
| EILEEN & CALLIE'S PLACE | |||||
| PO BOX 401 | KENT | WA | 98035 | ASSISTANCE | $10,000 |
| LAUNCH GURLS CORPORATION | |||||
| 231 CEDAR STREET | SOMERVILLE | MA | 02143 | ASSISTANCE | $10,000 |
| MINDLEAPS | |||||
| 116 W 23RD ST SUITE 500 | NEW YORK | NY | 10011 | CHILD EDUCATION/ASSISTANCE | $20,000 |
| NURTURING MINDS INC | |||||
| PO BOX 600617 | NEWTONVILLE | MA | 02460 | ASSISTANCE | $21,000 |
| RAIN FOR THE SALEL AND SAHARA INC | |||||
| PO BOX 103 | PORTSMOUTH | NH | 03802 | ASSISTANCE | $15,000 |
| SEEDS FOR PROGRESS | |||||
| 999 PONCE DE LEON BOULEVARD STE 910 | CORAL CABLES | FL | 33134 | ASSISTANCE | $30,000 |
| THE LEGACY FOUNDATION | |||||
| PO BOX 22061 | SEATTLE | WA | 98122 | EDUCATION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,096 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,069 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,165 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,165 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARY WILLIAMS | ||||||
| 1 | 5803 KENNETT PIKE SUITE A | WILMINGTON | DE | 19807 | $15,000 | Yes (X) |
| WANDA HERNDON | ||||||
| 2 | 5803 KENNETT PIKE SUITE A | WILMINGTON | DE | 19807 | $5,000 | Yes (X) |
| HOWARD AND LYNN BEHAR | ||||||
| 3 | 38-269 VIA FORTUNA | PALM SPRINGS | CA | 92264 | $10,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD SHORT TERM BOND FUND INSTITUTIONAL CLASS | $9,838 | $10,035 |
| BLACKROCK STRATEGIC GLOBAL BOND FUND, INC | $8,355 | $8,444 |
| EATON VANCE FLOATING RATE-ADVANTAGE FUND CLASS I | $19,634 | $19,712 |
| GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL CLASS | $14,385 | $13,850 |
| ARISTOTLE STRATEGIC INCOME FUND I | $15,480 | $15,813 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLUMBIA SELECT GLOBAL EQUITY FUND INSTITUTIONAL | $2,856 | $3,839 |
| DELAWARE IVY MID CAP GROWTH FUND CLASS I | $14,137 | $14,583 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND | $5,357 | $6,683 |
| ISHARES CORE DIVIDEND | $16,872 | $20,365 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK | $13,121 | $14,749 |
| JENSEN QUALITY GROWTH FUND CLASS I | $14,530 | $14,876 |
| MANNING & NAPIER RAINIER INTERNATIONAL DISCOVERY SERIES CLASS I | $9,392 | $9,770 |
| THRIVENT SMALL CAP STOCK FUND CLASS S | $4,909 | $5,427 |
| VANGUARD U.S. GROWTH FUND ADMIERAL SHARES | $9,249 | $16,588 |
| VIRTUS DUFF & PHELPS GLOBAL REAL ESTATE | $6,851 | $7,771 |
| AMERICAN FUNDS AMERICAN HIGH INCOME TRUST | $9,767 | $10,018 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGE | Desc |
| Revenue And Expenses Per Books | $135 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $1,668 | Amt |
| Net Investment Income | $1,668 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSES & PERMITS | CategoryTxt |
| Amt | $75 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |