HALL WENDEL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HALL WENDEL FOUNDATION (EIN 41-1584487)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201813169349101011
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T09:14:43-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N Wabash Suite 3200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411584487 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wendel Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Deborah Farley Cortez | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DEBORAH A FARLEY CORTEZ | InCareOfNm |
| Business Name Control | WEND | BusinessNameControlTxt |
| Phone | 7634797137 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 300 | AddressLine1Txt |
| City | Rogers | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55374 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH A FARLEY CORTEZ | PersonNm |
| Person Title | President/Treasurer | PersonTitleTxt |
| Phone | 7634797137 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 3128569100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.192.146 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 36189620183165000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C1FAD2FF285FD9AA3D5FE1E2CA5BC50C6101F711 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1FAD2FF285FD9AA3D5FE1E2CA5BC50C6101F711 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $4,688,588 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,876 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,742 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,066 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,066 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,096,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,319 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,127 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $6,477 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,477 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $600 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $45 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,122 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,122 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,119,522 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,119,522 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,126,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,126,644 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,033,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,897 | CashBOYAmt |
| Cash EOY | $7,253 | CashEOYAmt |
| Cash EOYFMV | $7,253 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,824 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,996,370 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,996,023 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,984,810 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,968,593 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,942,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,684,701 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,991,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,957,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,688,588 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,981,866 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,981,866 | CapitalStockEOYAmt |
| Retained Earning BOY | $9,983 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,024,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,991,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,957,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,991,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,957,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,991,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,033,383 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,958,466 | SubtotalAmt |
| Other Decreases | $1,129 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,957,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS - LONG TERM | PropertyDesc |
| Gross Sales Price | $1,096,500 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,072,181 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,319 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,319 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,319 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,002,498 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,504,377 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.182127 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $317,340 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,373,145 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049793 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $300,404 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,332,613 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047438 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $304,023 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,671,097 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053609 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $298,208 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,422,389 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054996 | DistributionYr5Rt |
| Total Distribution | 0.387963 | TotalDistributionRt |
| Average Distribution | 0.077593 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,908,955 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $380,901 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $921 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $381,822 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,126,644 | 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 | $921 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $921 | SubtotalAmt |
| Tax Based On Investment Income | $921 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,833 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,833 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,912 | OverpaymentAmt |
| Applied To ES Tax | $6,912 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | 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 | MN | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH A FARLEY CORTEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7634797137 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 300 | AddressLine1Txt |
| City | ROGERS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55374 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Deborah A Farley Cortez | ||||||||
| 14567 78th Street NE | Otsego | MN | 55330 | President/Treasurer | 2.0 | $0 | $0 | $0 |
| W Hall Wendel Jr | ||||||||
| 3613 royal palm avenue | coconut grove | FL | 33133 | Chair of the Board | 1.0 | $0 | $0 | $0 |
| WILLIAM J BERENS | ||||||||
| DORSEY WHITNEY LLP | Minneapolis | MN | 55402 | Vice President | 0.5 | $0 | $0 | $0 |
| Daniel A Meisel | ||||||||
| 4520 via vistosa | santa barbara | CA | 93110 | Vice Pres/Secretary | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,874,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,983,711 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,983,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,908,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $921 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $921 | TotalTaxAmt |
| Distributable Before Adj | $244,527 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $244,527 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $244,527 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,126,644 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,126,644 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $921 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,125,723 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,629 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $9,983 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $734,253 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $788,515 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,126,644 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $244,527 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $882,117 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,670,632 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,629 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,656,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,650 | ExcessFromYear4Amt |
| Excess From Year2 | $9,983 | ExcessFromYear2Amt |
| Excess From Year1 | $734,253 | ExcessFromYear1Amt |
| Excess From Current Year | $882,117 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | W HALL WENDEL JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Scholarship America | |||||||
| PO Box 240 | St Peter | MN | 56082 | none | PC | Scholarship Program Support | $101,522 |
| Tsinghua Education Foundation (NA) Inc | |||||||
| 2200 Sand Hill Rd Ste 160 | Menlo Park | CA | 94025 | None | PC | Schwarzman Scholars Program | $1,000,000 |
| Carpinteria Education Foundation | |||||||
| 5201 8th St Ste 311 | Carpinteria | CA | 93013 | NONE | PC | Canalino Language Intervention Research Project | $15,000 |
| Team Impact | |||||||
| 500 Victory Rd | Quincy | MA | 02171 | NONE | PC | Program Support | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,119,522 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,876 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,066 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,261 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TOTAL STOCK MKT IDX ADM | StockNm |
| EOY Book Value | $1,942,237 | EOYBookValueAmt |
| EOYFMV | $2,684,701 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,996,023 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,984,810 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,477 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,477 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,129 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $45 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEE | CategoryTxt |
| Amt | $600 | Amt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| Federal Excise Tax Paid |
| Estimated Excise Tax Paid |
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