STOVER FOUNDATION 09-19-96: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STOVER FOUNDATION 09-19-96 (EIN 68-0392330)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-17
- IRS object ID
- 201921079349100702
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-17T12:37:45-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561761202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN STARNES & ASSOCIATES CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 13TH AVENUE DR SE | AddressLine1Txt |
| City | HICKORY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 286025196 | 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 | 680392330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STOVER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOV | BusinessNameControlTxt |
| Phone | 8283081913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 BAY FRONT DRIVE NO 604 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARKER WILLIAMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8283081913 | PhoneNum |
| Signature | 2019-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORRIE S EATON CPA | PreparerPersonNm |
| PTIN | P00787878 | PTIN |
| Phone | 8283272727 | PhoneNum |
| Preparation | 2019-04-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.115.217.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-15 | IPDt |
| IP Tm | 13:24:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 73D107A97FF09410DC756177C02423539E7AA45E | 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 | $27,526,172 | 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 | $105,821 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $875,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $875,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,528,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,801,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,528,452 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,509,600 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,403,779 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $62,059 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $62,059 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,277 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,277 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $888 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $888 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,830 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $19,830 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,461 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $23,461 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $195,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $195,799 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,228,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,228,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,423,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $195,799 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,228,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,801 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,207,980 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,309,890 | CashBOYAmt |
| Cash EOY | $12,909 | CashEOYAmt |
| Cash EOYFMV | $12,909 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $2,956,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,956,140 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $12,107 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,547 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,107 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,107 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $23,491,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,863,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,545,016 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $24,812,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,844,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,526,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $24,812,381 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,844,603 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,812,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,844,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,812,381 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,844,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,812,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,801 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,898,182 | SubtotalAmt |
| Other Decreases | $53,579 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,844,603 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $6,801,535 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,273,083 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,528,452 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,528,452 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,528,452 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $655,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,985,504 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022598 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,959,332 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $22,763,444 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.130004 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $590,142 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,819,227 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049931 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $694,087 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,837,767 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054066 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $599,326 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,771,900 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046925 | DistributionYr5Rt |
| Total Distribution | 0.303524 | TotalDistributionRt |
| Average Distribution | 0.060705 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,410,010 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,846,040 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $32,080 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,878,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,228,000 | 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 | $32,080 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,080 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14,080 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PARKER WILLIAMSON | IndividualWithBooksNm |
| Phone | 8283081913 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 BAY FRONT DRIVE 604 | AddressLine1Txt |
| City | ANNAPOLIS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21403 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| DR PARKER WILLIAMSON | ||||||||
| 7101 BAY FRONT FRIVE 604 | ANNAPOLIS | MD | 21403 | PRESIDENT/CEO | 20.00 | $62,059 | $0 | $0 |
| SUSAN J STOVER | ||||||||
| 18269 35TH AVE NE | SEATTLE | WA | 98155 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID CARLSON | ||||||||
| 46 UPLAND ROAD | COLORADO SPRINGS | CO | 80906 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GARY NICKERSON | ||||||||
| 78 CARRIAGE LANE | BRIDGEPORT | WV | 26330 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR GERRIT DAWSON | ||||||||
| 763 NORTH BLVD | BATON ROUGE | LA | 70802 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR CARA LUDWIG | ||||||||
| 1605 PAGAN ROAD | RALEIGH | NC | 27603 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR DANIEL JESSUP | ||||||||
| 5045 FARTHING DRIVE | COLORADO SPRINGS | CO | 80906 | DIRECTOR | 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 | $29,105,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,767,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,873,107 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,873,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $463,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,410,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,520,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,520,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,080 | TotalTaxAmt |
| Distributable Before Adj | $1,488,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,488,421 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,488,421 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,228,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,228,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $32,080 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,195,920 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,488,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,178,446 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,178,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,228,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,488,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,739,579 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,918,025 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,918,025 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,178,446 | ExcessFromYear2Amt |
| Excess From Current Year | $1,739,579 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH ST | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC CHARITY | GENERAL EVANGELICAL OUTREACH | $50,000 | |
| CHATTANOOGA CHRISTIAN SCHOOL | ||||||||
| 3354 CHARGER DRIVE | CHATTANOOGA | TN | 37409 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| CHRISTIAN UNION | ||||||||
| 572 SIERRA PLACE | GURNEE | IL | 60031 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $60,000 | |
| CHRISTIAN UNION - STANFORD | ||||||||
| 19 VANDEVENTER AVENUE | PRINCETION | NJ | 08542 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $1,025,000 | |
| COLORADO SPRINGS CHRISTIAN SCHOOLS | ||||||||
| 4855 MALLOW ROAD | COLORADO SPRINGS | CO | 80907 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| EMMANUAL CHRISTIAN SCHOOL | ||||||||
| 1318 N 16TH STREET | CLARKSBURG | WV | 26301 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| EMMAUS INN MINISTRIES | ||||||||
| PO BOX 98 | NEW ALMADEN | CA | 95042 | NONE | CHURCH | EVANGELICAL OUTREACH | $10,000 | |
| EQUIP INTERNATIONAL | ||||||||
| PO BOX 1126 | MARION | NC | 28752 | NONE | PUBLIC CHARITY | EVANGELICAL OUTREACH | $12,000 | |
| FAYETTE CHRISTIAN SCHOOL | ||||||||
| 1315 DAYTON AVENUE | WASHINGTON COURT HOUSE | OH | 43160 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| FIRST BAPTIST ACADEMY | ||||||||
| 2635 MAIN ST | HURRICANE | WV | 25526 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $5,000 | |
| FOUNDATION FOR REFORMED THEOLOGY | ||||||||
| 4103 MONUMENT AVE | RICHMOND | VA | 23230 | NONE | PUBLIC CHARITY | EVANGELICAL OUTREACH | $10,000 | |
| GARDERE COMMUNITY CHRISTIAN SCHOOL | ||||||||
| 8538 GSRI AVENUE | BATON ROUGE | LA | 70810 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| HERITAGE CHRISTIAN SCHOOL | ||||||||
| 225 NEWTON AVENUE | BRIDGEPORT | WV | 26330 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $20,000 | |
| LENOIR PRESBYTERIAN CHURCH | ||||||||
| 1002 KIRKWOOD AVE | LENOIR | NC | 28645 | NONE | CHURCH | EVANGELICAL OUTREACH | $20,000 | |
| LIFE SPRING COMMUNITY HEALTH | ||||||||
| 2507 MCCALLIE AVE | CHATTANOOGA | TN | 37404 | NONE | PUBLIC CHARITY | EVANGELICAL OUTREACH | $36,000 | |
| MISSION AVIATION FELLOWSHIP | ||||||||
| PO BOX 47 | NAMPA | ID | 83653 | NONE | PUBLIC CHARITY | TO FURTHER CHRISTIAN EDUCATION AND EVANGELICAL OUTREACH | $10,000 | |
| MOUNTAIN STATE CHRISTIAN SCHOOL | ||||||||
| PO BOX 510 | CULLODEN | WV | 25510 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $5,000 | |
| NEW CITY CHRISTIAN SCHOOL | ||||||||
| PO BOX 6412 | ASHVILLE | NC | 28816 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| NORTH CREEK ACADEMY AND PRESCHOOL | ||||||||
| 2303A YGNACIO VALLEY ROAD | WALNUT CREEK | CA | 94598 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| PEPPERDINE UNIVERSITY - SEAVER COLLEGE | ||||||||
| 2011 PENNSYLVANIA AVENUE NW 4TH | WASHINGTON | DC | 20006 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | FLOOR |
| POINTMAN LEADERSHIP | ||||||||
| 5545 EAST HEDGES | FRESNO | CA | 93727 | NONE | PUBLIC CHARITY | MORAL LEADERSHIP | $35,000 | |
| PRISON FELLOWSHIP | ||||||||
| 44180 RIVERSIDE PARKWAY | LANSDOWNE | VA | 20176 | NONE | PUBLIC CHARITY | EVANGELICAL OUTREACH | $10,000 | |
| TEAYS VALLEY CHRISTIAN SCHOOL | ||||||||
| 6562 TEAYS VALLEY ROAD | SCOTT DEPOT | WV | 25560 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| THE INSTITUTE FOR RELIGION AND DEMOCRACY | ||||||||
| 1023 15TH STREET NW SUITE 601 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHURCH | $10,000 | |
| THE NORTH CAROLINA STUDY CENTER | ||||||||
| 203 BATTLE LANE | CHAPEL HILL | NC | 27514 | NONE | PUBLIC CHARITY | TO FURTHER CHRISTIAN EDUCATION AND MORAL LEADERSHIP | $10,000 | |
| THE SAMARITAN MEDICAL FOUNDATION | ||||||||
| 9275 GAINFORD STREET | DOWNEY | CA | 90240 | NONE | PUBLIC CHARITY | EVANGELICAL OUTREACH | $10,000 | |
| THE TRINITY FORUM | ||||||||
| 1000 VERMONT AVENUE NW | WASHINGTON | DC | 20005 | NONE | CHURCH | EVANGELICAL OUTREACH | $40,000 | |
| TRINITY CHRISTIAN HIGH SCHOOL CA | ||||||||
| 680 BELDEN STREET | MONTEREY | CA | 93940 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| TRINITY CHRISTIAN SCHOOL | ||||||||
| 200 TRINITY WAY | MORGANTOWN | WV | 26505 | NONE | SCHOOL | TO FURTHER CHRISTIAN EDUCATION | $10,000 | |
| VERITAS FORUM | ||||||||
| ONE BROADWAY - 14TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | CHURCH | EVANGELICAL OUTREACH | $20,000 | |
| VOICE OF THE TRUTH | ||||||||
| PO BOX 15013 | COLORADO SPRINGS | CO | 80935 | NONE | CHURCH | EVANGELICAL OUTREACH | $10,000 | |
| WAYNESBURG UNIVERSITY | ||||||||
| 51 WEST COLLEGE STREET | WAYNESBURG | PA | 15370 | NONE | CHURCH | EVANGELICAL OUTREACH | $575,000 | |
| YOUNG LIFE - PA | ||||||||
| 1330 ARROWOOD DRIVE | PITTSBURGH | PA | 15243 | NONE | CHURCH | EVANGELICAL OUTREACH | $20,000 | |
| YOUNG LIFE - AZ | ||||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | NONE | CHURCH | EVANGELICAL OUTREACH | $50,000 | |
| YOUNG LIFE - TX | ||||||||
| 11300 NORTH CENTRAL EXPRESSWAY 600 | DALLAS | TX | 75243 | NONE | CHURCH | EVANGELICAL OUTREACH | $20,000 | |
| YOUNG LIFE - NC | ||||||||
| 199 ELKWOOD AVENUE A | ASHVILLE | NC | 28804 | NONE | CHURCH | EVANGELICAL OUTREACH | $10,000 | |
| YOUNG LIFE - WV | ||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | CHURCH | CAMP FOR UNDERPRIVILEGED CHILDREN, EVANGELICAL OUTREACH | $1,000,000 | |
| YOUNG LIFE -CAPERNAUM OF GREATER SEATTLE | ||||||||
| PO BOX 55998 | SEATTLE | WA | 98155 | NONE | CHURCH | GENERAL EVANGELICAL OUTREACH | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,228,000 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $875,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,528,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,403,779 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,403,779 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF JOAN STOVER CO THOMAS B WORTH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CALIFORNIA STREET 25TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $105,821 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION & CONSULTING | CategoryTxt |
| Amt | $9,200 | Amt |
| Net Investment Income | $9,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CS 4820-6427 | $8,516,032 | $9,623,721 |
| CS 8550-6981 | $13,347,415 | $14,921,295 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ADJUSTMENT FOR CURRENT YEAR | Desc |
| Amt | $53,579 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $84 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $84 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCAL ADVISOR FEES | CategoryTxt |
| Amt | $80,277 | Amt |
| Net Investment Income | $80,277 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX EXPENSE | CategoryTxt |
| Amt | $888 | Amt |
| Net Investment Income | $888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments