JOHN AND HANNA HINDMARSH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HANNA HINDMARSH FOUNDATION (EIN 72-1383033)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201911349349102016
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T12:24:35-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561612071 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG BARRY & POSTON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 446 | AddressLine1Txt |
| City | Shelby | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721383033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & HANNAH HINDMARSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14258 W VENTURA ST | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85379 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER HINDMARSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7044732752 | PhoneNum |
| Signature | 2019-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP W POSTON CPA | PreparerPersonNm |
| PTIN | P00701675 | PTIN |
| Phone | 7044875111 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.57.98.182 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 12:18:45 | IPTm |
| Federal Original Submission Id | 5671642019134wul1djn | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C3D8584B3B7BB132DF98E4C75CCA8BF15BB0D13C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3D8584B3B7BB132DF98E4C75CCA8BF15BB0D13C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $576,558 | 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 |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,614 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,614 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,425 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,444 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $57,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,060 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,616 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $173 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $8,704 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,704 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,230 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,456 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,456 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $483 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $11,535 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,535 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,044 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,942 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,859 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,477 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,859 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,181 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,757 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,303 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,303 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $436,256 | CorporateStockBOYAmt |
| Corporate Stock EOY | $439,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $571,255 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,044 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,044 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $483 | LandBOYAmt |
| Total Assets BOY | $442,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $444,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $576,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $442,308 | RetainedEarningBOYAmt |
| Retained Earning EOY | $444,982 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $442,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $444,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $442,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $444,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $442,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,674 | ExcessRevenueOverExpensesAmt |
| Subtotal | $444,982 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $444,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 479 SHS BAYRY | P | 2018-08-21 | 2018-09-27 | $11,910 | $13,431 | -$1,521 |
| 95 SHS IXJ | P | 2018-07-17 | 2018-08-21 | $5,779 | $5,594 | $185 |
| 211 SHS EWP | P | 2018-07-17 | 2018-08-22 | $6,290 | $6,541 | -$251 |
| 338 SHS EUFN | P | 2018-07-17 | 2018-08-22 | $6,808 | $6,935 | -$127 |
| 223 SHS RHHBY | P | 2017-07-24 | 2018-07-06 | $6,266 | $7,174 | -$908 |
| 3 SHS GOOGL | P | 2011-05-17 | 2018-11-28 | $3,214 | $797 | $2,417 |
| 9 SHS AMZN | P | 2011-02-08 | 2018-11-28 | $14,095 | $1,623 | $12,472 |
| 40 SHS AXP | P | 2012-05-02 | 2018-03-01 | $3,861 | $2,450 | $1,411 |
| 1056 SHS BBVA | P | 2017-04-24 | 2018-07-17 | $7,237 | $8,759 | -$1,522 |
| 215 SHS BARCLAY | P | 2013-05-21 | 2018-03-27 | $34,082 | $21,510 | $12,572 |
| 122 SHS BASFY | P | 2016-07-12 | 2018-09-25 | $3,239 | $1,986 | $1,253 |
| 41 SHS BRKB | P | 2013-08-27 | 2018-07-26 | $8,131 | $5,127 | $3,004 |
| 176 SHS CMCSA | P | 2012-08-03 | 2018-06-28 | $5,686 | $3,074 | $2,612 |
| 332 SHS GE | P | 2011-04-27 | 2018-07-17 | $4,536 | $6,825 | -$2,289 |
| 25 SHS GS | P | 2016-07-12 | 2018-03-01 | $6,536 | $3,908 | $2,628 |
| 538 SHS ING | P | 2017-05-31 | 2018-07-17 | $7,765 | $8,658 | -$893 |
| 27 SHS JNJ | P | 2009-06-26 | 2018-09-26 | $3,756 | $1,642 | $2,114 |
| 2493 SHS LYG | P | 2016-07-12 | 2018-10-04 | $7,504 | $7,643 | -$139 |
| 28 SHS MSFT | P | 2009-08-31 | 2018-11-28 | $3,058 | $786 | $2,272 |
| 58 SHS PFE | P | 2011-03-14 | 2018-11-28 | $2,579 | $1,155 | $1,424 |
| 35 SHS PG | P | 2013-02-25 | 2018-10-31 | $3,087 | $2,074 | $1,013 |
| 23 SHS SNY | P | 2011-03-03 | 2018-11-28 | $1,030 | $827 | $203 |
| 43 SHS SAP | P | 2012-04-25 | 2018-11-28 | $4,440 | $2,821 | $1,619 |
| 36 SHS FBGX | P | 2014-06-10 | 2018-11-28 | $8,905 | $3,602 | $5,303 |
| 423 SHS VOD | P | 2017-05-26 | 2018-10-04 | $8,986 | $11,905 | -$2,919 |
| 116 SHS BMWYY | P | 2016-07-12 | 2018-09-25 | $3,645 | $3,134 | $511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,444 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,623 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,009 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $647,237 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055635 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $570,650 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047314 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,799 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $648,985 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056702 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $681,927 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035194 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,720 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $582,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052757 | DistributionYr5Rt |
| Total Distribution | 0.247603 | TotalDistributionRt |
| Average Distribution | 0.049521 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $674,144 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,384 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $442 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,826 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,477 | 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 | $442 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $442 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $780 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $780 | TotalPaymentsAndCreditsAmt |
| Overpayment | $338 | OverpaymentAmt |
| Applied To ES Tax | $338 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | ROGER HINDMARSH | IndividualWithBooksNm |
| Phone | 7044732752 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14258 W VENTURA ST | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85379 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROGER HINDMARSH | ||||||||
| 14258 W VENTURA ST | SURPRISE | AZ | 85379 | PRESIDENT AND TREASURER | 6.00 | $0 | $0 | $0 |
| SUSAN SCHAUER | ||||||||
| 3618 STATE ROAD | VERMILION | OH | 44089 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY HINDMARSH | ||||||||
| PO BOX 384 | HASTINGS | PA | 16646 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAMUEL HINDMARSH | ||||||||
| 24626 BRIGHTON DR SUIT B | VALENCIA | CA | 91355 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CATHERINE MALIOROWSKI | ||||||||
| 14258 W VENTURA ST | SURPRISE | AZ | 85379 | ASST TREASURER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $675,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,649 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $684,410 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $684,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $674,144 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,707 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $442 | TotalTaxAmt |
| Distributable Before Adj | $33,265 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,265 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,265 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,477 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,477 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $442 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,265 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,044 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,359 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $4,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,477 | QualifyingDistributionsAmt |
| Applied To Current Year | $33,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,212 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,150 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,044 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,106 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,359 | ExcessFromYear3Amt |
| Excess From Year1 | $4,535 | ExcessFromYear1Amt |
| Excess From Current Year | $6,212 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| KINGWOOD POPS ORCHESTRA | ||||||
| PO BOX 6914 | HOUSTON | TX | 77235 | PC | ORCHESTRA OPERATIONS | $2,000 |
| REMEMBERING ADAM INC | ||||||
| 110 VALLEY LN | CARROLLTOWN | PA | 15722 | PC | EDUCATION SUBSTANCE ABSUE | $150 |
| ST BERNARD CATHOLIC CHURCH | ||||||
| 147 7TH AVE STE 2 | HASTINGS | PA | 16646 | PC | OPERATIONSCOMMUNITY NEED | $1,000 |
| CARMELITE NUNS | ||||||
| 2101 MANOR DR | LORETTO | PA | 15940 | PC | IMPROVEMENTS | $400 |
| WORLD VISION | ||||||
| 34834 WEYERHAEUSER WAY S | AUBURN | WA | 98001 | PC | HOUSE CONSTRUCTIONVILLAGE | $6,000 |
| ST HUGH OF GRENABLE CHURCH | ||||||
| 135 CRESCENT RD | GREENBELT | MD | 20770 | PC | COMMUNITY NEED | $200 |
| VERMILION TOWNSHIP FIREFIGHTERS | ||||||
| 1907 STATE RD | VERMILION | OH | 44089 | PC | ASSISTANCE W EQUIPMENT REQUIREMENTS | $2,500 |
| HUMBLE ISD FOUNDATION | ||||||
| PO BOX 2105 | HUMBLE | TX | 77347 | PC | EARLY COLLEGE HIGH SCHOOL PROGRAM | $2,000 |
| EAGLE SWIMMING ASSOCATION | ||||||
| 17714 SYCAMORE SHOALS LANE | HUMBLE | TX | 77346 | PC | SWIM CLUB OPERATIONAL EXPENSES | $2,000 |
| PHOENIX CHILDRENS HOSPITAL FOUNDATI | ||||||
| 2929 E CAMELBACK RD STE 122 | PHOENIX | AZ | 85016 | PC | OPERATIONS SUPPORT | $4,000 |
| HASTINGS PUBLIC LIBRARY | ||||||
| 312 BEAVER ST | HASTINGS | PA | 16646 | PC | FACILITY IMPROVEMENTS | $1,000 |
| ERIE SHORES HUMANE SOCIETY | ||||||
| PO BOX 1041 | ELYRIA | OH | 44036 | PC | OPERATIONS | $1,500 |
| HASTINGS UNITED METHODIST CHURCH | ||||||
| 4TH AVE 3RD SPANGLER ST | HASTINGS | PA | 16646 | PC | IMPROVEMENTS | $300 |
| EAST RIDGE HARMONY UNITED METHODIST | ||||||
| 4669 RIDGE ROAD | WESTOVER | PA | 16692 | PC | COMMUNITY NEED | $200 |
| SALVATION ARMY | ||||||
| 1001 PHILADELPHIA AVE | NORTHERN CAMBRIA | PA | 15714 | PC | COMMUNITY NEED | $150 |
| ST VINCENT SEMINARY | ||||||
| 300 FRASER PURCHASE RD | LATROBE | PA | 15650 | PC | EDUCATION | $100 |
| VETERANS OF FOREIGN WARS POST 1586 | ||||||
| 293 BEAVER ST | HASTINGS | PA | 16646 | PC | MAINTENANCE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,614 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,444 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,060 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $675 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $173 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2010-01-01 | $5,811 | $5,811 | SL | 5 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 2011-01-01 | $818 | $818 | SL | 5 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 2014-01-01 | $2,415 | $1,932 | SL | 5 | $483 | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $439,679 | EOYBookValueAmt |
| EOYFMV | $571,255 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $4,087 | $2,044 | $0 | $2,043 |
| OFFICE SUPPLIES | $399 | $0 | $0 | $399 |
| DIRECTOR EXPENSES | $1,500 | $0 | $0 | $1,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $8,704 | Amt |
| Net Investment Income | $8,704 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,230 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $1,456 | $1,456 | $1,456 | $0 |
| FEDERAL TAXES | $1,547 | $0 | $0 | $0 |
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