WARREN AND ZOANN LITTLE DUSENBURY: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WARREN AND ZOANN LITTLE DUSENBURY (EIN 34-6847641)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201931309349102458
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T13:52:11-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 OAKRIDGE DR | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80525 | 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 | 346847641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AND ZOANN LITTLE DUSENBURY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITY TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARR | BusinessNameControlTxt |
| Phone | 9169895472 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5938 ALMOND AVENUE | AddressLine1Txt |
| City | ORANGEVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95662 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WYNNE ODELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9169895472 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL W GRELL | PreparerPersonNm |
| PTIN | P00237769 | PTIN |
| Phone | 9702825400 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.42.238.142 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 13:40:50 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 25DF7CD009F2EC8E81AED9AD6942448DE9BE1F2B | 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 | $8,069,575 | 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 | $69,216 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,216 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $69,216 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $125,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,699 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $125,699 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $286,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,323,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $286,522 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $481,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $481,437 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $194,915 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,258 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $226 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $4,486 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,486 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $197 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,693 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $472,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $472,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $525,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $472,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $429,835 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $194,915 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $281,790 | CashBOYAmt |
| Cash EOY | $189,589 | CashEOYAmt |
| Cash EOYFMV | $189,589 | CashEOYFMVAmt |
| US Government Obligations BOY | $914,729 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $831,192 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $804,751 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,097,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,008,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,227,072 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,234,744 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,516,992 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,478,717 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $407,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $376,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $369,446 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,937,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,922,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,069,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,937,164 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,922,664 | 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 | $6,937,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,922,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,937,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,922,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,937,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,197 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,697 | OtherIncreasesAmt |
| Subtotal | $6,922,664 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,922,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIRST NATIONAL BANK | P | 2018-01-01 | 2018-12-31 | $248,156 | $246,732 | $1,424 | $1,424 |
| FIRST NATIONAL BANK | P | 2015-01-01 | 2018-12-31 | $1,074,913 | $789,815 | $285,098 | $285,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $286,522 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,424 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $354,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,336,757 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042463 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $418,997 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,329,960 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050300 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $434,255 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,636,252 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $422,801 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,430,132 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050154 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $373,049 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,857,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047476 | DistributionYr5Rt |
| Total Distribution | 0.240676 | TotalDistributionRt |
| Average Distribution | 0.048135 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,338,709 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $401,384 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,298 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $405,682 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $472,000 | 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 | $4,298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,688 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,688 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,390 | OverpaymentAmt |
| Applied To ES Tax | $4,390 | 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 | CO | 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 | WARREN DUSENBURY | IndividualWithBooksNm |
| Phone | 9169895472 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5938 ALMOND AVENUE | AddressLine1Txt |
| City | ORANGEVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95662 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WYNNE ODELL | ||||||||
| 1966 LAKEVIEW DRIVE | FORT COLLINS | CO | 80524 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WARREN DUSENBURY | ||||||||
| 5938 ALMOND AVENUE | ORANGEVALE | CA | 95662 | TRUSTEE | 0.00 | $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 | $8,230,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,690 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,465,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,465,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,338,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $416,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $416,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,298 | TotalTaxAmt |
| Distributable Before Adj | $412,637 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $412,637 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $412,637 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $472,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $472,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,298 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $467,702 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $412,637 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Total For Prior Years | $61,092 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $9,112 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,372 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $53,254 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $472,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $412,637 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,363 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,617 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $61,092 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $61,092 | 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 | $112,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,112 | ExcessFromYear4Amt |
| Excess From Year3 | $39,770 | ExcessFromYear3Amt |
| Excess From Year2 | $4,372 | ExcessFromYear2Amt |
| Excess From Current Year | $59,363 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WARREN DUSENBURY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5938 ALMOND AVENUE | AddressLine1Txt |
| City | ORANGEVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95662 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9169895472 | RecipientPhoneNum |
| Form And Info And Materials | ANY FORM OF APPLICATION IS ACCEPTABLE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BAS BLEU THEATRE COMPANY | ||||||
| 401 PINE STREET | FORT COLLINS | CO | 80524 | 501(C)(3) | GIFT | $10,000 |
| BOOK TRUST | ||||||
| 201 LINDEN ST | FORT COLLINS | CO | 80524 | 501(C)(3) | GIFT | $25,000 |
| BRUBECK INSTITUTE | ||||||
| 3601 PACIFIC AVE | STOCKTON | CA | 95211 | 501(C)(3) | GIFT | $12,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 19000 EUCLID AVE | CLEVELAND | OH | 44106 | 501(C)(3) | SCHOLARSHIP FUND | $10,000 |
| CLEVELAND KIDS' BOOK BANK | ||||||
| 3635 PERKINS AVE STE 1E | CLEVELAND | OH | 44114 | 501(C)(3) | GIFT | $5,000 |
| CONSERVANCY FOR CUYAHOGA VALLEY | ||||||
| 1403 WEST HINES HILL ROAD | PENINSULA | OH | 44264 | 501(C)(3) | GIFT | $15,000 |
| FRIENDS OF GREAT SMOKY MOUNTAINS NATIONAL PARK | ||||||
| PO BOX 1660 | KODAK | TN | 37764 | 501(C)(3) | GIFT | $10,000 |
| HAWKEN SCHOOL | ||||||
| PO BOX 8002 | GATES MILLS | OH | 44040 | 501(C)(3) | SCHOLARSHIP FUND | $86,000 |
| LAND TRUST ALLIANCE | ||||||
| 55810 ME ROAD | COLLBRAN | CO | 81624 | 501(C)(3) | GIFT | $10,000 |
| LAUREL SCHOOL | ||||||
| ONE LYMAN CIRCLE | SHAKER HEIGHTS | OH | 44122 | 501(C)(3) | SCHOLARSHIP FUND | $5,000 |
| LEGAL AID OF NORTHERN OHIO | ||||||
| 1223 WEST 6TH STREET | CLEVELAND | OH | 44113 | 501(C)(3) | GENERAL FUND | $20,000 |
| LIVING LANDS AND WATERS | ||||||
| 17624 ROUTE 84 N | EAST MOLINE | IL | 61244 | 501(C)(3) | GIFT | $20,000 |
| NATURE CENTER AT SHAKER LAKES | ||||||
| 2600 S PARK BLVD | CLEVELAND | OH | 44120 | 501(C)(3) | GIFT | $10,000 |
| OHIO ENVIRONMENTAL COUNCIL | ||||||
| 1207 GRANDVIEW AVENUE SUITE 201 | COLUMBUS | OH | 43212 | 501(C)(3) | GIFT | $20,000 |
| OPEN STAGE THEATER | ||||||
| PO BOX 617 | FORT COLLINS | CO | 80522 | 501(C)(3) | GIFT | $10,000 |
| OVARIAN CANCER RESEARCH FUND | ||||||
| 14 PENNSYLVANIA PLAZA | NEW YORK | NY | 10122 | 501(C)(3) | CANCER RESEARCH | $15,000 |
| PROJECT SELF SUFFICIENCY | ||||||
| 1000 CENTRE AVENUE SUITE 150 | FORT COLLINS | CO | 80526 | 501(C)(3) | SCHOLARSHIP FUND | $20,000 |
| SMITH COLLEGE | ||||||
| PO BOX 340029 | BOSTON | MA | 02241 | 501(C)(3) | SCHOLARSHIP FUND | $21,000 |
| NORTH VALLEY COMMUNITY FOUNDATION | ||||||
| 240 MAIN ST SUITE 260 | CHICO | CA | 95928 | 501(C)(3) | GIFT | $8,000 |
| WESTERN RESERVE LAND CONSERVANCY | ||||||
| 3850 CHAGRIN RIVER RD | MORELAND HILLS | OH | 44022 | 501(C)(3) | GIFT | $100,000 |
| EMERALD NECKLACE ENDOWMENT FUND | ||||||
| 4101 FULTON PARKWAY | CLEVELAND | OH | 44144 | 501(C)(3) | GIFT | $10,000 |
| COALITION FOR THE POUDRE RIVER WATERSHED | ||||||
| 320 E VINE DR 121 | FORT COLLINS | CO | 80524 | 501(C)(3) | GIFT | $5,000 |
| PETS FOREVER - CSU | ||||||
| 300 WEST DRAKE ROAD | FORT COLLINS | CO | 80523 | 501(C)(3) | GIFT | $10,000 |
| COLORADO OPEN LANDS | ||||||
| 1546 COLE BLVD | LAKEWOOD | CO | 80401 | 501(C)(3) | GIFT | $11,000 |
| VERDE VALLEY SCHOOL | ||||||
| 3511 VERDE VALLEY SCHOOL RD | SEDONA | AZ | 86351 | 501(C)(3) | SCHOLARSHIP FUND | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $472,000 | 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 | $69,216 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,699 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $286,522 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $481,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $481,437 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,258 | Amt |
| Net Investment Income | $226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIRST NATIONAL BANK | BondNm |
| EOY Book Value | $1,516,992 | EOYBookValueAmt |
| EOYFMV | $1,478,717 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIRST NATIONAL BANK | StockNm |
| EOY Book Value | $4,008,681 | EOYBookValueAmt |
| EOYFMV | $5,227,072 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $831,192 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $804,751 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIRST NATIONAL BANK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $376,210 | BookValueAmt |
| EOYFMV | $369,446 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $46,693 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $46,693 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO THE BASIS OF ASSETS | Desc |
| Amt | $29,697 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $197 | Amt |
| Net Investment Income | $197 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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