BETA

HOLMES CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HOLMES CHARITABLE FOUNDATION (EIN 36-4296450)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201833179349102223
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-13T16:30:00-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134090270PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEBER MOSES & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 BROADWAY STE 2420AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364296450EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOLMES CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O WEBER MOSES & COBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHOLMBusinessNameControlTxt
Phone2127665840PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 BROADWAY NO 2420AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT HOLMESPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127665840PhoneNum
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN MOSESPreparerPersonNm
PTINP01343785PTIN
Phone2127665840PhoneNum
Preparation2018-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.125.20.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-09IPDt
IP Tm15:03:09IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE1206372C1997C7BA7EBAF90CA0EC13E41898BCDAtSubmissionCreationDeviceId
At Submission Filing Device IdE1206372C1997C7BA7EBAF90CA0EC13E41898BCDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$103,251FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,100ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$160DividendsRevAndExpnssAmt
Dividends Net Invst Incm$160DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$14,178NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,992,875GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$12,918TotalRevAndExpnssAmt
Total Net Invst Incm$160TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$328OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,428TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,128TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$38,046ExcessRevenueOverExpensesAmt
Net Investment Income$160NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$152,902CashBOYAmt
Cash EOY$39,351CashEOYAmt
Cash EOYFMV$39,351CashEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$75,505OtherInvestmentsEOYAmt
Other Investments EOYFMV$63,900OtherInvestmentsEOYFMVAmt
Total Assets BOY$152,902TotalAssetsBOYAmt
Total Assets EOY$114,856TotalAssetsEOYAmt
Total Assets EOYFMV$103,251TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$152,902RetainedEarningBOYAmt
Retained Earning EOY$114,856RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$152,902TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$114,856TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$152,902TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$114,856TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$152,902TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$38,046ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$114,856SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$114,856TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LADENBURG #030765 - DETAILS AVAILABLE UPON REQUESTP$1,830,366$1,964,229-$133,863-$133,863
LADENBURG #030765 - OPTIONS DETAILS AVAILABLE UPON REQUESTP$162,509$100,160$62,349$62,349
LADENBURG #030765 - WASH SALE DETAILS AVAILABLE UPON REQUESTP$57,336$57,336
FieldValueIRS element (for citing)
Capital Gain Net Income-$14,178CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$27,614AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,551NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.200143DistributionYr1Rt
Adjusted Qlfy Distri Yr2$31,255AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$94,861NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.329482DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,850AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$706,113NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040857DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,533AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$149,607NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.103825DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,450AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$166,582NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.068735DistributionYr5Rt
Total Distribution2.743042TotalDistributionRt
Average Distribution0.548608AverageDistributionRt
Net Vl Noncharitable Assets$81,199NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$44,546AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$44,548AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWEBER MOSES COIndividualWithBooksNm
Phone2127665840PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1225 BROADWAY SUITE 2420AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10007ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
H ROBERT HOLMES
PO BOX 5044 - 991 BRUSH CREEK RDCRESTED BUTTECO81224TRUSTEE0.00$0$0$0
DEBRA J HOLMES
PO BOX 5044 - 991 BRUSH CREEK RDCRESTED BUTTECO81224TRUSTEE0.00$0$0$0
KELLY ELIZABETH HOLMES
PO BOX 5044 - 991 BRUSH CREEK RDCRESTED BUTTECO81224TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONTRIBUTION AND SUPPORT OF VARIOUS EDUCATIONAL INSTITUTIONS THROUGH PUBLIC CHARITABLE ORGANIZATIONSDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,436AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$82,436TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$82,436AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,237CashDeemedCharitableAmt
Net Vl Noncharitable Assets$81,199NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,060MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,060MinimumInvestmentReturnAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$4,057DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,057DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,057DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$23,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$23,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,057DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,121ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,987ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$27,384ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,108ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$67,600TotalExcessDistributionCyovAmt
Qualifying Distributions$23,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,057AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,643RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$87,243TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,121ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$84,122ExcessDistriCyovToNextYrAmt
Excess From Year4$8,987ExcessFromYear4Amt
Excess From Year2$27,384ExcessFromYear2Amt
Excess From Year1$28,108ExcessFromYear1Amt
Excess From Current Year$19,643ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerH ROBERT HOLMESContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PROVEN RECRUITING LLC
6430 W SUNSET BOULEVARD STE 502LOS ANGELESCA90028PUBLIC CHARITYSCIENTIFIC, EDUCATIONAL AND OR CHARITABLE$500
SAFE HOUSE OF THE DESERT
72710 E LYNN STTHOUSAND PALMSCA92276PUBLIC CHARITYSCIENTIFIC, EDUCATIONAL AND OR CHARITABLE$1,000
WOODEN NICKEL HISTORICAL MUSEUM
345 OLD AUSTIN ROADSAN ANTONIOTX78209PUBLIC CHARITYEDUCATION$1,000
XAVIER PREPARATORY
4710 NORTH FIFTH STREETPHOENIXAZ85012PUBLIC CHARITYSCIENTIFIC, EDUCATIONAL AND OR CHARITABLE$19,100
POINT FOUNDATION
PO BOX 60108LOS ANGELESCA900600108PUBLIC CHARITYSCIENTIFIC, EDUCATIONAL AND OR CHARITABLE$500
COACHELLA VALLEY RESCUE MISSION
47470 VAN BUREN STINDIOCA92201PUBLIC CHARITYSCIENTIFIC, EDUCATIONAL AND OR CHARITABLE$1,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$160RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$14,178ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$14,178ExclusionAmt
Related Or Exempt Function Incm$160RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$14,018TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4CHARITIES ALL INVESTMENT INCOME IS TO BE USED FOR CONTRIBUTIONS TO PUBLIC
8CHARITIES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT HOLMESBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5044 - 991 BRUSH CREEK RDAddressLine1Txt
CityCRESTED BUTTECityNm
State AbbreviationCOStateAbbreviationCd
ZIP81224ZIPCd
FieldValueIRS element (for citing)
Total Contributions$13,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOVERSTOCK COM INC DEL COMCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$75,505BookValueAmt
EOYFMV$63,900EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$198$0$0
INTEREST EXPENSE$130$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.